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 03, 2025
Q4 2024
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
972+ 3.84% |
$103K - $106K
|
26.3K
$2.8M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
938+ 4.48% |
$99.2K - $102K
|
21.9K
$2.33M
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
930+ 1.41% |
$98.4K - $101K
|
67.1K
$7.16M
|
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
928+ 1.91% |
$98.2K - $101K
|
49.5K
$5.28M
|
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
918+ 9.39% |
$97.1K - $99.8K
|
10.7K
$1.14M
|
|
|
Feb 03, 2025
Q4 2024
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
897+ 3.01% |
$94.9K - $97.5K
|
30.7K
$3.28M
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
882+ 1.74% |
$93.3K - $95.9K
|
51.7K
$5.52M
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
875+ 20.11% |
$92.6K - $95.1K
|
5.23K
$558K
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
856+ 26.21% |
$90.5K - $93K
|
4.12K
$440K
|
|
|
Jan 28, 2025
Q4 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
849+ 42.47% |
$89.8K - $92.3K
|
2.85K
$304K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
848+ 1.31% |
$89.7K - $92.2K
|
65.8K
$7.02M
|
|
|
Feb 07, 2025
Q4 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
830New |
$87.8K - $90.2K
|
830
$88.6K
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
828+ 2.79% |
$87.6K - $90K
|
30.5K
$3.25M
|
|
|
Jan 15, 2025
Q4 2024
|
Riversedge Advisors, LLC
|
BUY
|
- |
821+ 3.77% |
$86.8K - $89.2K
|
22.6K
$2.41M
|
|
|
Jan 23, 2025
Q4 2024
|
Heritage Financial Services, LLC
|
BUY
|
- |
815+ 15.7% |
$86.2K - $88.6K
|
6.01K
$641K
|
|
|
Jan 21, 2025
Q4 2024
|
Asio Capital, LLC
|
BUY
|
- |
809+ 0.38% |
$85.6K - $87.9K
|
212K
$22.6M
|
|
|
Jan 10, 2025
Q4 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
806+ 0.73% |
$85.3K - $87.6K
|
111K
$11.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
800+ 6.06% |
$84.6K - $87K
|
14K
$1.49M
|
|
|
Jan 13, 2025
Q4 2024
|
Enterprise Bank & Trust CO
|
BUY
|
- |
783+ 26.96% |
$82.8K - $85.1K
|
3.69K
$393K
|
|
|
Jan 29, 2025
Q4 2024
|
Sonata Capital Group Inc
|
BUY
|
- |
770+ 5.84% |
$81.5K - $83.7K
|
13.9K
$1.49M
|
|
|
Feb 06, 2025
Q4 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
769+ 3.92% |
$81.3K - $83.6K
|
20.4K
$2.18M
|
|
|
Jan 23, 2025
Q4 2024
|
Boyd Wealth Management, LLC
|
BUY
|
- |
768+ 24.94% |
$81.2K - $83.5K
|
3.85K
$411K
|
|
|
Jan 23, 2025
Q4 2024
|
Paladin Advisory Group, LLC
|
BUY
|
- |
757+ 2.75% |
$80.1K - $82.3K
|
28.3K
$3.02M
|
|
|
Feb 06, 2025
Q4 2024
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
751+ 8.48% |
$79.4K - $81.6K
|
9.61K
$1.03M
|
|
|
Feb 10, 2025
Q4 2024
|
Hills Bank & Trust CO
|
BUY
|
- |
744+ 18.1% |
$78.7K - $80.9K
|
4.86K
$518K
|
|
|
Jan 17, 2025
Q4 2024
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
718+ 3.11% |
$76K - $78K
|
23.8K
$2.54M
|
|
|
Jan 24, 2025
Q4 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
702New |
$74.3K - $76.3K
|
702
$74.9K
|
|
|
Jan 23, 2025
Q4 2024
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
680+ 2.54% |
$71.9K - $73.9K
|
27.4K
$2.93M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
670+ 314.55% |
$70.9K - $72.8K
|
883
$94.2K
|
|
|
Feb 06, 2025
Q4 2024
|
Cornerstone Investment Partners, LLC
|
BUY
|
- |
661+ 6.67% |
$69.9K - $71.9K
|
10.6K
$1.13M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Strategies Group, Inc.
|
BUY
|
- |
653+ 3.64% |
$69.1K - $71K
|
18.6K
$1.98M
|
|
|
Jan 23, 2025
Q4 2024
|
Btc Capital Management, Inc.
|
BUY
|
- |
639+ 1.04% |
$67.6K - $69.5K
|
61.9K
$6.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
636+ 16.26% |
$67.3K - $69.1K
|
4.55K
$485K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
614+ 15.82% |
$64.9K - $66.7K
|
4.5K
$480K
|
|
|
Jan 15, 2025
Q4 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
602+ 6.16% |
$63.7K - $65.4K
|
10.4K
$1.11M
|
|
|
Jan 28, 2025
Q4 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
595New |
$62.9K - $64.7K
|
595
$63.5K
|
|
|
Jan 16, 2025
Q4 2024
|
Act Wealth Management, LLC
|
BUY
|
- |
592+ 14.42% |
$62.6K - $64.4K
|
4.7K
$501K
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
573+ 16.63% |
$60.6K - $62.3K
|
4.02K
$429K
|
|
|
Jan 21, 2025
Q4 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
572+ 1.11% |
$60.5K - $62.2K
|
52.2K
$5.57M
|
|
|
Jan 23, 2025
Q4 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
569+ 0.87% |
$60.2K - $61.9K
|
65.7K
$7.01M
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
552+ 2.73% |
$58.4K - $60K
|
20.8K
$2.22M
|
|
|
Jan 23, 2025
Q4 2024
|
Cyr Financial Inc.
Hennepin, IL |
BUY
|
- |
537+ 6.28% |
$56.8K - $58.4K
|
9.08K
$969K
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
534+ 1.68% |
$56.5K - $58K
|
32.3K
$3.45M
|
|
|
Jan 10, 2025
Q4 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
526+ 11.19% |
$55.6K - $57.2K
|
5.23K
$558K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
524+ 31.83% |
$55.4K - $57K
|
2.17K
$232K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
521+ 1.12% |
$55.1K - $56.6K
|
46.9K
$5.01M
|
|
|
Jan 29, 2025
Q4 2024
|
Hudock, Inc.
|
BUY
|
- |
518+ 0.61% |
$54.8K - $56.3K
|
85.4K
$9.11M
|
|
|
Jan 21, 2025
Q4 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
509+ 8.53% |
$53.8K - $55.3K
|
6.48K
$691K
|
|
|
Jan 30, 2025
Q4 2024
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
500+ 3.23% |
$52.9K - $54.4K
|
16K
$1.71M
|
|
|
Jan 29, 2025
Q4 2024
|
Dorval Corp
Maple Grove, MN |
BUY
|
- |
499+ 4.15% |
$52.8K - $54.2K
|
12.5K
$1.34M
|