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 08, 2024
Q1 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
1.38K+ 24.81% |
$148K - $150K
|
6.94K
$731K
|
|
|
May 15, 2024
Q1 2024
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
BUY
|
- |
1.38K+ 27.64% |
$148K - $150K
|
6.35K
$669K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.36K+ 4.19% |
$146K - $148K
|
33.8K
$3.56M
|
|
|
May 20, 2024
Q1 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
1.36K+ 62.77% |
$146K - $148K
|
3.52K
$371K
|
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1.35K+ 663.24% |
$145K - $147K
|
1.56K
$164K
|
|
|
May 07, 2024
Q1 2024
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
1.35K+ 4.57% |
$145K - $147K
|
30.8K
$3.25M
|
|
|
May 14, 2024
Q1 2024
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
1.34K+ 9.52% |
$144K - $146K
|
15.5K
$1.63M
|
|
|
Apr 30, 2024
Q1 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
1.32K+ 2.63% |
$142K - $144K
|
51.8K
$5.45M
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
1.32K+ 13.38% |
$142K - $144K
|
11.2K
$1.18M
|
|
|
Apr 24, 2024
Q1 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
1.3KNew |
$140K - $141K
|
1.3K
$137K
|
|
|
Apr 25, 2024
Q1 2024
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
1.28K+ 29.69% |
$137K - $139K
|
5.58K
$588K
|
|
|
Apr 22, 2024
Q1 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
1.28K+ 44.72% |
$137K - $139K
|
4.13K
$435K
|
|
|
May 06, 2024
Q1 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
1.27K+ 14.46% |
$136K - $138K
|
10.1K
$1.06M
|
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
1.26K+ 9.02% |
$136K - $137K
|
15.3K
$1.61M
|
|
|
May 08, 2024
Q1 2024
|
Bailard, Inc.
|
BUY
|
- |
1.23K+ 0.5% |
$132K - $134K
|
250K
$26.3M
|
|
|
Apr 15, 2024
Q1 2024
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
1.23K+ 6.3% |
$132K - $133K
|
20.7K
$2.18M
|
|
|
May 14, 2024
Q1 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
1.23K+ 21.49% |
$132K - $133K
|
6.93K
$730K
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.21K+ 6.01% |
$130K - $132K
|
21.4K
$2.25M
|
|
|
May 15, 2024
Q1 2024
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
1.17K+ 44.26% |
$126K - $128K
|
3.82K
$403K
|
|
|
Apr 23, 2024
Q1 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.17K+ 17.4% |
$125K - $127K
|
7.86K
$828K
|
|
|
May 06, 2024
Q1 2024
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
1.15K+ 28.43% |
$124K - $125K
|
5.21K
$549K
|
|
|
Apr 16, 2024
Q1 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
1.15K+ 27.97% |
$124K - $125K
|
5.27K
$555K
|
|
|
May 15, 2024
Q1 2024
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
1.15K+ 21.35% |
$123K - $125K
|
6.53K
$687K
|
|
|
Apr 18, 2024
Q1 2024
|
Financial Strategies Group, Inc.
|
BUY
|
- |
1.14K+ 10.21% |
$122K - $124K
|
12.3K
$1.29M
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.13K+ 28.68% |
$122K - $123K
|
5.08K
$535K
|
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.1K+ 1.56% |
$118K - $119K
|
71.4K
$7.53M
|
|
|
Apr 15, 2024
Q1 2024
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
1.07K+ 1.26% |
$115K - $117K
|
86.2K
$9.08M
|
|
|
Apr 22, 2024
Q1 2024
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
1.07K+ 17.63% |
$115K - $116K
|
7.13K
$751K
|
|
|
May 15, 2024
Q1 2024
|
Valley Financial Group, Inc.
Ambler, PA |
BUY
|
- |
1.05K+ 40.26% |
$112K - $114K
|
3.64K
$384K
|
|
|
Apr 18, 2024
Q1 2024
|
Mosaic Advisors LLC
Houston, TX |
BUY
|
- |
1.01K+ 0.32% |
$109K - $110K
|
320K
$33.7M
|
|
|
May 09, 2024
Q1 2024
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
1.01K+ 6.46% |
$108K - $110K
|
16.6K
$1.75M
|
|
|
Apr 24, 2024
Q1 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
1.01K+ 12.69% |
$108K - $110K
|
8.95K
$943K
|
|
|
May 13, 2024
Q1 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
1.01KNew |
$108K - $109K
|
1.01K
$106K
|
|
|
May 22, 2024
Q1 2024
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
996+ 4.12% |
$107K - $108K
|
25.2K
$2.65M
|
|
|
May 09, 2024
Q1 2024
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
993+ 5.69% |
$107K - $108K
|
18.4K
$1.94M
|
|
|
Apr 19, 2024
Q1 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
984+ 3.52% |
$106K - $107K
|
28.9K
$3.05M
|
|
|
Apr 23, 2024
Q1 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
948+ 11.04% |
$102K - $103K
|
9.54K
$1M
|
|
|
May 13, 2024
Q1 2024
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
945+ 28.13% |
$102K - $103K
|
4.31K
$454K
|
|
|
Apr 25, 2024
Q1 2024
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
944+ 3.35% |
$101K - $103K
|
29.1K
$3.06M
|
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
941+ 11.12% |
$101K - $102K
|
9.4K
$991K
|
|
|
Apr 18, 2024
Q1 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
936+ 31.9% |
$101K - $102K
|
3.87K
$408K
|
|
|
May 03, 2024
Q1 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
935+ 37.64% |
$100K - $102K
|
3.42K
$360K
|
|
|
May 02, 2024
Q1 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
919+ 0.88% |
$98.7K - $100K
|
105K
$11.1M
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
914+ 3.8% |
$98.2K - $99.4K
|
25K
$2.63M
|
|
|
Apr 16, 2024
Q1 2024
|
Wbh Advisory Inc
|
BUY
|
- |
903+ 7.21% |
$97K - $98.2K
|
13.4K
$1.41M
|
|
|
May 15, 2024
Q1 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
900+ 34.7% |
$96.7K - $97.9K
|
3.49K
$368K
|
|
|
May 13, 2024
Q1 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
886+ 10.12% |
$95.2K - $96.4K
|
9.64K
$1.02M
|
|
|
May 02, 2024
Q1 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
881+ 20.75% |
$94.6K - $95.8K
|
5.13K
$540K
|
|
|
May 08, 2024
Q1 2024
|
New Square Capital LLC
|
BUY
|
- |
855+ 1.67% |
$91.8K - $93K
|
52.2K
$5.5M
|
|
|
Apr 30, 2024
Q1 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
834+ 20.21% |
$89.6K - $90.7K
|
4.96K
$523K
|