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 12, 2024
Q1 2024
|
First Financial Corp
|
BUY
|
- |
450New |
$48.3K - $48.9K
|
450
$47.3K
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
448New |
$48.1K - $48.7K
|
448
$47.1K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
BUY
|
- |
423New |
$45.4K - $46K
|
423
$44.5K
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
BUY
|
- |
415+ 0.88% |
$44.6K - $45.1K
|
47.3K
$4.98M
|
|
|
May 07, 2024
Q1 2024
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
BUY
|
- |
411+ 0.86% |
$44.1K - $44.7K
|
48.3K
$5.08M
|
|
|
May 14, 2024
Q1 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
411+ 7.89% |
$44.1K - $44.7K
|
5.62K
$591K
|
|
|
Apr 15, 2024
Q1 2024
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
408+ 15.24% |
$43.8K - $44.4K
|
3.09K
$325K
|
|
|
May 09, 2024
Q1 2024
|
1 St Source Bank
|
BUY
|
- |
399+ 6.51% |
$42.9K - $43.4K
|
6.52K
$686K
|
|
|
Apr 18, 2024
Q1 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
393+ 0.64% |
$42.2K - $42.7K
|
62.3K
$6.55M
|
|
|
May 07, 2024
Q1 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
385+ 13.67% |
$41.4K - $41.9K
|
3.2K
$337K
|
|
|
May 15, 2024
Q1 2024
|
Ascent Group, LLC
|
BUY
|
- |
381+ 2.49% |
$40.9K - $41.4K
|
15.7K
$1.65M
|
|
|
Apr 16, 2024
Q1 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
371+ 10.32% |
$39.8K - $40.3K
|
3.97K
$417K
|
|
|
Apr 25, 2024
Q1 2024
|
Friedenthal Financial
|
BUY
|
- |
370+ 40.35% |
$39.7K - $40.2K
|
1.29K
$135K
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
369+ 2.33% |
$39.6K - $40.1K
|
16.2K
$1.7M
|
|
|
May 10, 2024
Q1 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
363New |
$39K - $39.5K
|
363
$38.2K
|
|
|
May 13, 2024
Q1 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
357+ 2.52% |
$38.3K - $38.8K
|
14.5K
$1.53M
|
|
|
May 06, 2024
Q1 2024
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
352+ 14.14% |
$37.8K - $38.3K
|
2.84K
$299K
|
|
|
Apr 22, 2024
Q1 2024
|
Bts Asset Management, Inc.
|
BUY
|
- |
351+ 16.58% |
$37.7K - $38.2K
|
2.47K
$260K
|
|
|
Apr 15, 2024
Q1 2024
|
Prosperity Planning, Inc.
|
BUY
|
- |
350+ 1.3% |
$37.6K - $38.1K
|
27.4K
$2.88M
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
350New |
$37.6K - $38.1K
|
350
$36.8K
|
|
|
Dec 13, 2024
Q1 2024
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
350+ 10.92% |
$37.6K - $38.1K
|
3.55K
$374K
|
|
|
May 15, 2024
Q1 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
347New |
$37.3K - $37.7K
|
347
$36.5K
|
|
|
May 13, 2024
Q1 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
345+ 5.12% |
$37.1K - $37.5K
|
7.08K
$744K
|
|
|
Nov 14, 2024
Q1 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
326+ 6.71% |
$35K - $35.5K
|
5.18K
$545K
|
|
|
May 15, 2024
Q1 2024
|
Rice Partnership, LLC
|
BUY
|
- |
324+ 661.22% |
$34.8K - $35.2K
|
373
$39.2K
|
|
|
Apr 19, 2024
Q1 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
322+ 1.6% |
$34.6K - $35K
|
20.4K
$2.15M
|
|
|
May 06, 2024
Q1 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
322+ 2.56% |
$34.6K - $35K
|
12.9K
$1.36M
|
|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
311+ 13.62% |
$33.4K - $33.8K
|
2.6K
$273K
|
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
296New |
$31.8K - $32.2K
|
296
$31.1K
|
|
|
Apr 29, 2024
Q1 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
295+ 8.08% |
$31.7K - $32.1K
|
3.95K
$415K
|
|
|
May 03, 2024
Q1 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
287+ 7.15% |
$30.8K - $31.2K
|
4.3K
$453K
|
|
|
Apr 11, 2024
Q1 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
284+ 4.0% |
$30.5K - $30.9K
|
7.38K
$777K
|
|
|
Apr 23, 2024
Q1 2024
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
279+ 8.49% |
$30K - $30.3K
|
3.57K
$375K
|
|
|
Apr 12, 2024
Q1 2024
|
Twele Capital Management, Inc.
|
BUY
|
- |
276+ 2.79% |
$29.6K - $30K
|
10.2K
$1.07M
|
|
|
Apr 19, 2024
Q1 2024
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
275+ 4.34% |
$29.5K - $29.9K
|
6.61K
$695K
|
|
|
May 14, 2024
Q1 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
271+ 0.09% |
$29.1K - $29.5K
|
313K
$33M
|
|
|
Jan 10, 2025
Q1 2024
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
271+ 13.19% |
$29.1K - $29.5K
|
2.33K
$245K
|
|
|
May 02, 2024
Q1 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
261+ 0.76% |
$28K - $28.4K
|
34.6K
$3.64M
|
|
|
May 06, 2024
Q1 2024
|
Sym Financial Corp
|
BUY
|
- |
256New |
$27.5K - $27.8K
|
256
$26.9K
|
|
|
Apr 30, 2024
Q1 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
245+ 20.99% |
$26.3K - $26.6K
|
1.41K
$149K
|
|
|
May 01, 2024
Q1 2024
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
245+ 2.83% |
$26.3K - $26.6K
|
8.89K
$935K
|
|
|
Apr 26, 2024
Q1 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
236+ 12.03% |
$25.3K - $25.7K
|
2.2K
$231K
|
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
235+ 64.92% |
$25.2K - $25.6K
|
597
$62.8K
|
|
|
May 06, 2024
Q1 2024
|
Addison Advisors LLC
|
BUY
|
- |
235+ 5.92% |
$25.2K - $25.6K
|
4.2K
$442K
|
|
|
May 10, 2024
Q1 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
234+ 0.94% |
$25.1K - $25.4K
|
25.1K
$2.64M
|
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
232+ 96.67% |
$24.9K - $25.2K
|
472
$49.6K
|
|
|
Apr 26, 2024
Q1 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
231+ 8.2% |
$24.8K - $25.1K
|
3.05K
$321K
|
|
|
Apr 12, 2024
Q1 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
230New |
$24.7K - $25K
|
230
$24.2K
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
230+ 2.72% |
$24.7K - $25K
|
8.68K
$913K
|
|
|
May 08, 2024
Q1 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
230New |
$24.7K - $25K
|
230
$24.2K
|