Purchases and Sales Made in Q4 2024 in Ishares National Muni Bond ETF (MUB)
This table provides information about the institutional ownership of Ishares National Muni Bond ETF (MUB) during Q4 2024. The information is specifically focused on institutions that hold shares of ISHARES NATIONAL MUNI BOND ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2025
Q4 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
1.68K+ 33.66% |
$178K - $183K
|
6.67K
$711K
|
|
|
Feb 03, 2025
Q4 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
1.67KNew |
$177K - $182K
|
1.67K
$178K
|
|
|
Jan 29, 2025
Q4 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
1.65K+ 18.68% |
$174K - $179K
|
10.5K
$1.12M
|
|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
1.63K+ 20.56% |
$172K - $177K
|
9.54K
$1.02M
|
|
|
Jan 16, 2025
Q4 2024
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
1.62K+ 41.24% |
$172K - $177K
|
5.56K
$594K
|
|
|
Jan 29, 2025
Q4 2024
|
Hms Capital Management, LLC
|
BUY
|
- |
1.61K+ 32.22% |
$170K - $175K
|
6.59K
$703K
|
|
|
Feb 07, 2025
Q4 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
1.51K+ 37.6% |
$160K - $164K
|
5.53K
$590K
|
|
|
Feb 06, 2025
Q4 2024
|
Detalus Advisors, LLC
|
BUY
|
- |
1.51K+ 5.16% |
$160K - $164K
|
30.7K
$3.28M
|
|
|
Feb 05, 2025
Q4 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
1.48K+ 10.68% |
$157K - $161K
|
15.4K
$1.64M
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1.48K+ 9.33% |
$157K - $161K
|
17.3K
$1.85M
|
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
1.48K+ 18.88% |
$156K - $160K
|
9.29K
$991K
|
|
|
Jan 17, 2025
Q4 2024
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
1.46K+ 3.05% |
$155K - $159K
|
49.3K
$5.26M
|
|
|
Jan 15, 2025
Q4 2024
|
First National Bank Of Mount Dora, Trust Investment Services
|
BUY
|
- |
1.44K+ 10.44% |
$152K - $156K
|
15.2K
$1.63M
|
|
|
Feb 05, 2025
Q4 2024
|
Maple Capital Management, Inc.
|
BUY
|
- |
1.44K+ 30.69% |
$152K - $156K
|
6.12K
$653K
|
|
|
Jan 28, 2025
Q4 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
1.44K+ 11.06% |
$152K - $156K
|
14.4K
$1.54M
|
|
|
Jan 02, 2025
Q4 2024
|
Somnio Financial Group, LLC
Glastonbury, CT |
BUY
|
- |
1.43K+ 2.91% |
$151K - $155K
|
50.6K
$5.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
1.43K+ 6.76% |
$151K - $155K
|
22.5K
$2.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Covenant Asset Management, LLC
|
BUY
|
- |
1.36K+ 51.74% |
$143K - $147K
|
3.97K
$424K
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
1.35K+ 20.89% |
$143K - $147K
|
7.83K
$835K
|
|
|
Feb 07, 2025
Q4 2024
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
1.33K+ 18.83% |
$140K - $144K
|
8.36K
$892K
|
|
|
Feb 04, 2025
Q4 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
1.31K+ 4.84% |
$139K - $143K
|
28.4K
$3.03M
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
1.31K+ 2.21% |
$139K - $143K
|
60.5K
$6.46M
|
|
|
Jan 27, 2025
Q4 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
1.31K+ 15.81% |
$138K - $142K
|
9.58K
$1.02M
|
|
|
Jan 07, 2025
Q4 2024
|
Fc Advisory LLC
|
BUY
|
- |
1.31K+ 7.7% |
$138K - $142K
|
18.2K
$1.95M
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
BUY
|
- |
1.3K+ 27.2% |
$137K - $141K
|
6.06K
$647K
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.29K+ 7.5% |
$136K - $140K
|
18.5K
$1.97M
|
|
|
Jan 31, 2025
Q4 2024
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
1.25K+ 11.08% |
$132K - $136K
|
12.5K
$1.34M
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
BUY
|
- |
1.24K+ 32.0% |
$131K - $135K
|
5.11K
$545K
|
|
|
Jan 22, 2025
Q4 2024
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
1.23K+ 33.0% |
$130K - $134K
|
4.97K
$530K
|
|
|
Jan 15, 2025
Q4 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
1.23K+ 1.49% |
$130K - $134K
|
83.7K
$8.94M
|
|
|
Feb 06, 2025
Q4 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
1.22K+ 31.35% |
$129K - $133K
|
5.11K
$545K
|
|
|
Jan 30, 2025
Q4 2024
|
Anson Capital, Inc.
|
BUY
|
- |
1.2K+ 52.53% |
$127K - $131K
|
3.5K
$373K
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
1.2K+ 2.92% |
$127K - $130K
|
42.2K
$4.51M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
1.19K+ 47.35% |
$126K - $129K
|
3.7K
$395K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
1.18KNew |
$125K - $128K
|
1.18K
$126K
|
|
|
Feb 05, 2025
Q4 2024
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
1.18K+ 6.38% |
$124K - $128K
|
19.6K
$2.09M
|
|
|
Jan 16, 2025
Q4 2024
|
Chesapeake Wealth Management
|
BUY
|
- |
1.18K+ 20.7% |
$124K - $128K
|
6.85K
$731K
|
|
|
Feb 04, 2025
Q4 2024
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
1.17K+ 8.97% |
$124K - $127K
|
14.2K
$1.51M
|
|
|
Jan 29, 2025
Q4 2024
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
1.17K+ 14.62% |
$123K - $127K
|
9.15K
$976K
|
|
|
Feb 06, 2025
Q4 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
1.17K+ 27.98% |
$123K - $127K
|
5.33K
$569K
|
|
|
Feb 04, 2025
Q4 2024
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
1.16K+ 4.46% |
$123K - $126K
|
27.1K
$2.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
BUY
|
- |
1.15K+ 7.63% |
$122K - $125K
|
16.3K
$1.73M
|
|
|
Jan 29, 2025
Q4 2024
|
Trust CO Of Virginia
|
BUY
|
- |
1.12K+ 12.24% |
$118K - $121K
|
10.2K
$1.09M
|
|
|
Jan 14, 2025
Q4 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
1.07K+ 3.6% |
$114K - $117K
|
30.9K
$3.29M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.07K+ 4.91% |
$113K - $116K
|
22.8K
$2.43M
|
|
|
Jan 28, 2025
Q4 2024
|
Financial Life Advisors
|
BUY
|
- |
1.07K+ 2.12% |
$113K - $116K
|
51.3K
$5.47M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.06K+ 2.48% |
$112K - $116K
|
44K
$4.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
1.05K+ 38.98% |
$111K - $114K
|
3.75K
$400K
|
|
|
Jan 16, 2025
Q4 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
1.05K+ 3.62% |
$111K - $114K
|
30.1K
$3.21M
|
|
|
Jan 16, 2025
Q4 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
1.05K+ 2.79% |
$111K - $114K
|
38.7K
$4.13M
|