Purchases and Sales Made in Q1 2024 in Ishares National Muni Bond ETF (MUB)
This table provides information about the institutional ownership of Ishares National Muni Bond ETF (MUB) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 10, 2024
Q1 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
3.66M+ 37.51% |
$393M - $398M
|
13.4M
$1.46B
|
|
|
May 15, 2024
Q1 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
1.43M+ 110.45% |
$154M - $156M
|
2.73M
$296M
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.19M+ 11.15% |
$128M - $129M
|
11.9M
$1.29B
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
915K+ 157.85% |
$98.3M - $99.5M
|
1.49M
$162M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
784K+ 9.83% |
$84.3M - $85.3M
|
8.76M
$951M
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
743K+ 16.6% |
$79.8M - $80.8M
|
5.22M
$567M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
715K+ 4.39% |
$76.8M - $77.8M
|
17M
$1.85B
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
598K+ 10.28% |
$64.2M - $65M
|
6.41M
$696M
|
|
|
May 07, 2024
Q1 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
509K+ 16.04% |
$54.7M - $55.4M
|
3.68M
$400M
|
|
|
May 09, 2024
Q1 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
337K+ 8.34% |
$36.2M - $36.7M
|
4.38M
$476M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
306K+ 4.91% |
$32.8M - $33.2M
|
6.53M
$709M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
299K+ 4.53% |
$32.1M - $32.5M
|
6.91M
$750M
|
|
|
May 10, 2024
Q1 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
272K+ 6.8% |
$29.2M - $29.6M
|
4.27M
$463M
|
|
|
Apr 24, 2024
Q1 2024
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
229KNew |
$24.6M - $24.9M
|
229K
$24.8M
|
|
|
May 07, 2024
Q1 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
201K+ 16.36% |
$21.6M - $21.9M
|
1.43M
$155M
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
199K+ 28.89% |
$21.4M - $21.7M
|
890K
$96.6M
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
186K+ 2.63% |
$20M - $20.3M
|
7.26M
$788M
|
|
|
May 15, 2024
Q1 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
180KNew |
$19.3M - $19.6M
|
180K
$19.5M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
162K+ 11.77% |
$17.4M - $17.6M
|
1.54M
$167M
|
|
|
May 03, 2024
Q1 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
148K+ 5404.45% |
$15.9M - $16.1M
|
151K
$16.4M
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
146K+ 26.18% |
$15.6M - $15.8M
|
702K
$76.1M
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
145K+ 396.64% |
$15.6M - $15.8M
|
181K
$19.7M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
126K+ 38.33% |
$13.6M - $13.7M
|
456K
$49.4M
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
123K+ 6.04% |
$13.2M - $13.3M
|
2.15M
$234M
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
120K+ 799.92% |
$12.9M - $13.1M
|
135K
$14.7M
|
|
|
May 08, 2024
Q1 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
117K+ 14.58% |
$12.6M - $12.8M
|
922K
$100M
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
111K+ 13.04% |
$12M - $12.1M
|
966K
$105M
|
|
|
May 07, 2024
Q1 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
96K+ 46.76% |
$10.3M - $10.4M
|
301K
$32.7M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
84.1K+ 58.36% |
$9.03M - $9.14M
|
228K
$24.8M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
79.8K+ 5.88% |
$8.57M - $8.68M
|
1.44M
$156M
|
|
|
May 09, 2024
Q1 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
78.3KNew |
$8.41M - $8.52M
|
78.3K
$8.5M
|
|
|
May 14, 2024
Q1 2024
|
Liquid Strategies, LLC
Atlanta, GA |
BUY
|
- |
76.7K+ 63.0% |
$8.24M - $8.34M
|
198K
$21.5M
|
|
|
May 06, 2024
Q1 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
74.3K+ 247.64% |
$7.98M - $8.08M
|
104K
$11.3M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
73.2K+ 12.66% |
$7.87M - $7.97M
|
652K
$70.7M
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
68.3K+ 100.55% |
$7.34M - $7.43M
|
136K
$14.8M
|
|
|
May 02, 2024
Q1 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
67.5K+ 27.43% |
$7.25M - $7.34M
|
313K
$34M
|
|
|
Apr 18, 2024
Q1 2024
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
66.6K+ 85.92% |
$7.15M - $7.24M
|
144K
$15.6M
|
|
|
Apr 24, 2024
Q1 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
61.6KNew |
$6.62M - $6.7M
|
61.6K
$6.69M
|
|
|
Apr 24, 2024
Q1 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
59.7K+ 238.0% |
$6.41M - $6.49M
|
84.8K
$9.2M
|
|
|
Apr 23, 2024
Q1 2024
|
Platte River Wealth Advisors, LLC
|
BUY
|
- |
59.2K+ 426.13% |
$6.35M - $6.43M
|
73K
$7.93M
|
|
|
May 08, 2024
Q1 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
57KNew |
$6.12M - $6.19M
|
57K
$6.18M
|
|
|
Apr 10, 2024
Q1 2024
|
Btc Capital Management, Inc.
|
BUY
|
- |
56K+ 92.45% |
$6.01M - $6.09M
|
116K
$12.6M
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
54.1K+ 0.87% |
$5.82M - $5.89M
|
6.29M
$682M
|
|
|
May 15, 2024
Q1 2024
|
Stone House Investment Management, LLC
|
BUY
|
- |
53.8K+ 385.01% |
$5.78M - $5.86M
|
67.8K
$7.36M
|
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
52.4K+ 40.14% |
$5.63M - $5.7M
|
183K
$19.9M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
51.4K+ 2.12% |
$5.52M - $5.59M
|
2.48M
$269M
|
|
|
Apr 23, 2024
Q1 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
51KNew |
$5.48M - $5.55M
|
51K
$5.54M
|
|
|
May 14, 2024
Q1 2024
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
49.9K+ 8.94% |
$5.36M - $5.43M
|
608K
$66M
|
|
|
May 15, 2024
Q1 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
49.9K+ 47.86% |
$5.35M - $5.42M
|
154K
$16.7M
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
48.5K+ 6.83% |
$5.21M - $5.28M
|
759K
$82.4M
|