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 |
---|---|---|---|---|---|---|---|
Apr 17, 2024
Q1 2024
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
758+ 0.7% |
$81.4K - $82.4K
|
109K
$11.7M
|
|
Apr 25, 2024
Q1 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
747+ 5.2% |
$80.2K - $81.2K
|
15.1K
$1.63M
|
|
May 10, 2024
Q1 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
731+ 11.41% |
$78.5K - $79.5K
|
7.14K
$772K
|
|
Apr 24, 2024
Q1 2024
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
730+ 2.2% |
$78.4K - $79.4K
|
34K
$3.67M
|
|
Apr 22, 2024
Q1 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
725+ 13.14% |
$77.9K - $78.9K
|
6.24K
$675K
|
|
Apr 15, 2024
Q1 2024
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
721+ 1.37% |
$77.4K - $78.4K
|
53.4K
$5.77M
|
|
May 10, 2024
Q1 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
711New |
$76.4K - $77.3K
|
711
$76.8K
|
|
May 13, 2024
Q1 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
709+ 8.22% |
$76.2K - $77.1K
|
9.34K
$1.01M
|
|
Apr 25, 2024
Q1 2024
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
707+ 4.57% |
$75.9K - $76.9K
|
16.2K
$1.75M
|
|
May 10, 2024
Q1 2024
|
Bank Ozk
|
BUY
|
- |
703+ 29.03% |
$75.5K - $76.5K
|
3.13K
$338K
|
|
May 02, 2024
Q1 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
694New |
$74.5K - $75.5K
|
694
$75K
|
|
May 07, 2024
Q1 2024
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
681+ 4.03% |
$73.1K - $74.1K
|
17.6K
$1.9M
|
|
May 01, 2024
Q1 2024
|
Alta Wealth Advisors LLC
|
BUY
|
- |
680+ 9.47% |
$73K - $74K
|
7.86K
$850K
|
|
Jul 25, 2024
Q1 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
671+ 1.75% |
$72.1K - $73K
|
38.9K
$4.21M
|
|
May 08, 2024
Q1 2024
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
668+ 26.67% |
$71.7K - $72.7K
|
3.17K
$343K
|
|
Apr 25, 2024
Q1 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
663+ 6.18% |
$71.2K - $72.1K
|
11.4K
$1.23M
|
|
May 13, 2024
Q1 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
653+ 0.21% |
$70.1K - $71K
|
313K
$33.8M
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
647+ 7.76% |
$69.5K - $70.4K
|
8.98K
$971K
|
|
May 10, 2024
Q1 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
638+ 8.46% |
$68.5K - $69.4K
|
8.18K
$884K
|
|
May 13, 2024
Q1 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
614+ 10.89% |
$65.9K - $66.8K
|
6.25K
$676K
|
|
Apr 15, 2024
Q1 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
604New |
$64.9K - $65.7K
|
604
$65.3K
|
|
Apr 25, 2024
Q1 2024
|
Regis Management CO LLC
|
BUY
|
- |
600+ 18.75% |
$64.4K - $65.3K
|
3.8K
$411K
|
|
Apr 16, 2024
Q1 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
599New |
$64.3K - $65.1K
|
599
$64.7K
|
|
May 10, 2024
Q1 2024
|
Aifg Consultants Ltd.
Halfmoon, NY |
BUY
|
- |
593+ 1.74% |
$63.7K - $64.5K
|
34.7K
$3.75M
|
|
May 13, 2024
Q1 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
585+ 30.55% |
$62.8K - $63.6K
|
2.5K
$270K
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
578+ 1.35% |
$62.1K - $62.9K
|
43.3K
$4.68M
|
|
May 08, 2024
Q1 2024
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
573+ 2.33% |
$61.5K - $62.3K
|
25.1K
$2.72M
|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
568+ 0.21% |
$61K - $61.8K
|
271K
$29.3M
|
|
Apr 12, 2024
Q1 2024
|
Riverview Trust CO
|
BUY
|
- |
566New |
$60.8K - $61.6K
|
566
$61.2K
|
|
Oct 28, 2024
Q1 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
564+ 33.18% |
$60.6K - $61.3K
|
2.26K
$245K
|
|
May 02, 2024
Q1 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
541+ 87.54% |
$58.1K - $58.8K
|
1.16K
$125K
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
532+ 98.88% |
$57.1K - $57.9K
|
1.07K
$116K
|
|
May 14, 2024
Q1 2024
|
Dean Investment Associates, LLC
Beavercreek, OH |
BUY
|
- |
530+ 3.22% |
$56.9K - $57.6K
|
17K
$1.84M
|
|
May 13, 2024
Q1 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
522New |
$56.1K - $56.8K
|
522
$56.4K
|
|
Apr 22, 2024
Q1 2024
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
BUY
|
- |
521+ 2.04% |
$56K - $56.7K
|
26K
$2.81M
|
|
May 08, 2024
Q1 2024
|
Paladin Advisory Group, LLC
|
BUY
|
- |
509+ 2.0% |
$54.7K - $55.4K
|
26K
$2.81M
|
|
May 08, 2024
Q1 2024
|
Rogco, LP
Claremore, OK |
BUY
|
- |
497+ 6.5% |
$53.4K - $54.1K
|
8.14K
$880K
|
|
May 10, 2024
Q1 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
495+ 14.0% |
$53.2K - $53.8K
|
4.03K
$436K
|
|
May 31, 2024
Q1 2024
|
First Citizens Financial Corp
|
BUY
|
- |
494+ 14.14% |
$53.1K - $53.7K
|
3.99K
$431K
|
|
May 09, 2024
Q1 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
486+ 3.64% |
$52.2K - $52.9K
|
13.9K
$1.5M
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
484+ 6.15% |
$52K - $52.6K
|
8.35K
$903K
|
|
Apr 11, 2024
Q1 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
464+ 4.98% |
$49.8K - $50.5K
|
9.79K
$1.06M
|
|
May 17, 2024
Q1 2024
|
Advisory Resource Group
|
BUY
|
- |
461+ 2.66% |
$49.5K - $50.1K
|
17.8K
$1.92M
|
|
Apr 15, 2024
Q1 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
457+ 23.64% |
$49.1K - $49.7K
|
2.39K
$258K
|
|
Apr 17, 2024
Q1 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
455+ 0.56% |
$48.9K - $49.5K
|
81.7K
$8.83M
|
|
Apr 12, 2024
Q1 2024
|
First Financial Corp
|
BUY
|
- |
450New |
$48.3K - $48.9K
|
450
$48.6K
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
448New |
$48.1K - $48.7K
|
448
$48.4K
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
BUY
|
- |
423New |
$45.4K - $46K
|
423
$45.7K
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
BUY
|
- |
415+ 0.88% |
$44.6K - $45.1K
|
47.3K
$5.12M
|
|
May 07, 2024
Q1 2024
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
BUY
|
- |
411+ 0.86% |
$44.1K - $44.7K
|
48.3K
$5.22M
|