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 17, 2025
Q4 2024
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
486+ 9.82% |
$51.4K - $52.8K
|
5.43K
$580K
|
|
|
Feb 07, 2025
Q4 2024
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
483+ 17.13% |
$51.1K - $52.5K
|
3.3K
$352K
|
|
|
Jan 21, 2025
Q4 2024
|
One Advisory Partners, LLC
|
BUY
|
- |
470+ 1.19% |
$49.7K - $51.1K
|
40K
$4.27M
|
|
|
Jan 30, 2025
Q4 2024
|
James Investment Research Inc
|
BUY
|
- |
465+ 2.05% |
$49.2K - $50.5K
|
23.2K
$2.47M
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
461+ 5.17% |
$48.8K - $50.1K
|
9.37K
$1M
|
|
|
Feb 06, 2025
Q4 2024
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
BUY
|
- |
445+ 1.49% |
$47.1K - $48.4K
|
30.2K
$3.22M
|
|
|
Jan 14, 2025
Q4 2024
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
423+ 10575.0% |
$44.7K - $46K
|
427
$45.6K
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
420+ 3.1% |
$44.4K - $45.7K
|
14K
$1.49M
|
|
|
Jan 30, 2025
Q4 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
410+ 5.15% |
$43.4K - $44.6K
|
8.38K
$894K
|
|
|
Feb 04, 2025
Q4 2024
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
395New |
$41.8K - $42.9K
|
395
$42.2K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
386+ 3.5% |
$40.8K - $42K
|
11.4K
$1.22M
|
|
|
Jan 21, 2025
Q4 2024
|
Pflug Koory, LLC
|
BUY
|
- |
376+ 274.45% |
$39.8K - $40.9K
|
513
$54.7K
|
|
|
Jan 24, 2025
Q4 2024
|
Patron Partners, LLC
|
BUY
|
- |
375+ 9.97% |
$39.7K - $40.8K
|
4.14K
$442K
|
|
|
Jan 23, 2025
Q4 2024
|
Alta Wealth Advisors LLC
|
BUY
|
- |
374+ 6.62% |
$39.6K - $40.7K
|
6.02K
$643K
|
|
|
Jan 24, 2025
Q4 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
370+ 6.52% |
$39.1K - $40.2K
|
6.05K
$645K
|
|
|
Jan 30, 2025
Q4 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
369+ 6.77% |
$39K - $40.1K
|
5.82K
$621K
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
367+ 4.01% |
$38.8K - $39.9K
|
9.52K
$1.02M
|
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
361New |
$38.2K - $39.2K
|
361
$38.5K
|
|
|
Jan 16, 2025
Q4 2024
|
Prosperity Planning, Inc.
|
BUY
|
- |
353+ 1.28% |
$37.3K - $38.4K
|
27.9K
$2.97M
|
|
|
Jan 29, 2025
Q4 2024
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
348+ 17.4% |
$36.8K - $37.8K
|
2.35K
$251K
|
|
|
Jan 14, 2025
Q4 2024
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
343+ 5.95% |
$36.3K - $37.3K
|
6.11K
$652K
|
|
|
Jan 21, 2025
Q4 2024
|
Wheelhouse Advisory Group LLC
St. Louis, MO |
BUY
|
- |
343+ 9.09% |
$36.3K - $37.3K
|
4.12K
$439K
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
340New |
$36K - $37K
|
340
$36.3K
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
BUY
|
- |
339+ 2.62% |
$35.9K - $36.8K
|
13.3K
$1.42M
|
|
|
Feb 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
329New |
$34.8K - $35.8K
|
329
$35.1K
|
|
|
Jan 13, 2025
Q4 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
315+ 3.69% |
$33.3K - $34.2K
|
8.85K
$944K
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
309+ 0.1% |
$32.7K - $33.6K
|
312K
$33.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
306+ 2.75% |
$32.4K - $33.3K
|
11.4K
$1.22M
|
|
|
Feb 07, 2025
Q4 2024
|
Horan Securities, Inc.
|
BUY
|
- |
306+ 2.4% |
$32.4K - $33.3K
|
13.1K
$1.39M
|
|
|
Jan 14, 2025
Q4 2024
|
Twele Capital Management, Inc.
|
BUY
|
- |
300+ 3.62% |
$31.7K - $32.6K
|
8.58K
$915K
|
|
|
Feb 04, 2025
Q4 2024
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
299+ 7.32% |
$31.6K - $32.5K
|
4.39K
$468K
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
299+ 3.29% |
$31.6K - $32.5K
|
9.38K
$1M
|
|
|
Jan 08, 2025
Q4 2024
|
Cumberland Advisors Inc
|
BUY
|
- |
295+ 10.14% |
$31.2K - $32.1K
|
3.21K
$342K
|
|
|
Jan 30, 2025
Q4 2024
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
294+ 5.56% |
$31.1K - $32K
|
5.58K
$596K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
281+ 124.34% |
$29.7K - $30.5K
|
507
$54.1K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
273+ 7.87% |
$28.9K - $29.7K
|
3.74K
$399K
|
|
|
Feb 07, 2025
Q4 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
268+ 3.15% |
$28.3K - $29.1K
|
8.77K
$936K
|
|
|
Jan 29, 2025
Q4 2024
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
266+ 8.12% |
$28.1K - $28.9K
|
3.54K
$378K
|
|
|
Feb 05, 2025
Q4 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
265+ 2.04% |
$28K - $28.8K
|
13.3K
$1.42M
|
|
|
Feb 03, 2025
Q4 2024
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
260New |
$27.5K - $28.3K
|
260
$27.7K
|
|
|
Feb 06, 2025
Q4 2024
|
Tsa Wealth Managment LLC
Houston, TX |
BUY
|
- |
257+ 1.64% |
$27.2K - $27.9K
|
15.9K
$1.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Capital Investment Services Of America, Inc.
|
BUY
|
- |
250+ 0.42% |
$26.4K - $27.2K
|
59.9K
$6.39M
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
248New |
$26.2K - $27K
|
248
$26.5K
|
|
|
Feb 03, 2025
Q4 2024
|
Crumly & Associates Inc.
|
BUY
|
- |
238+ 1.4% |
$25.2K - $25.9K
|
17.2K
$1.84M
|
|
|
Feb 05, 2025
Q4 2024
|
Bank Ozk
|
BUY
|
- |
235+ 7.26% |
$24.9K - $25.5K
|
3.47K
$371K
|
|
|
Jan 06, 2025
Q4 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
226+ 9.37% |
$23.9K - $24.6K
|
2.64K
$281K
|
|
|
Jan 23, 2025
Q4 2024
|
First Affirmative Financial Network
|
BUY
|
- |
216+ 5.17% |
$22.8K - $23.5K
|
4.39K
$469K
|
|
|
Jan 23, 2025
Q4 2024
|
Sage Financial Group Inc
|
BUY
|
- |
214+ 6.81% |
$22.6K - $23.3K
|
3.36K
$358K
|
|
|
Feb 07, 2025
Q4 2024
|
Mount Lucas Management LP
Newtown, PA |
BUY
|
- |
205+ 2.97% |
$21.7K - $22.3K
|
7.1K
$758K
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
199+ 0.74% |
$21.1K - $21.6K
|
27K
$2.88M
|