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 29, 2024
Q1 2024
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
222+ 4.39% |
$23.8K - $24.1K
|
5.28K
$555K
|
|
|
May 10, 2024
Q1 2024
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
219+ 0.41% |
$23.5K - $23.8K
|
54.1K
$5.69M
|
|
|
Apr 24, 2024
Q1 2024
|
Alpha Centric Advisors LLC
San Juan, PR |
BUY
|
- |
216+ 30.81% |
$23.2K - $23.5K
|
917
$96.5K
|
|
|
Apr 15, 2024
Q1 2024
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
215+ 0.62% |
$23.1K - $23.4K
|
34.9K
$3.67M
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
212New |
$22.8K - $23.1K
|
212
$22.3K
|
|
|
Apr 25, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
206+ 9.64% |
$22.1K - $22.4K
|
2.34K
$247K
|
|
|
Apr 19, 2024
Q1 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
193+ 2.49% |
$20.7K - $21K
|
7.96K
$837K
|
|
|
Apr 25, 2024
Q1 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
191+ 10.14% |
$20.5K - $20.8K
|
2.07K
$218K
|
|
|
Apr 26, 2024
Q1 2024
|
Dorval Corp
Maple Grove, MN |
BUY
|
- |
186+ 1.5% |
$20K - $20.2K
|
12.6K
$1.33M
|
|
|
May 02, 2024
Q1 2024
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
185+ 0.48% |
$19.9K - $20.1K
|
38.9K
$4.09M
|
|
|
May 06, 2024
Q1 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
185+ 1.62% |
$19.9K - $20.1K
|
11.6K
$1.22M
|
|
|
May 15, 2024
Q1 2024
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
185+ 1.09% |
$19.9K - $20.1K
|
17.2K
$1.8M
|
|
|
Apr 15, 2024
Q1 2024
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
179+ 0.32% |
$19.2K - $19.5K
|
56.8K
$5.97M
|
|
|
Apr 23, 2024
Q1 2024
|
Covenant Asset Management, LLC
|
BUY
|
- |
172+ 7.47% |
$18.5K - $18.7K
|
2.47K
$260K
|
|
|
Apr 25, 2024
Q1 2024
|
Members Trust CO
|
BUY
|
- |
171+ 2.1% |
$18.4K - $18.6K
|
8.32K
$875K
|
|
|
Apr 18, 2024
Q1 2024
|
Raub Brock Capital Management LP
|
BUY
|
- |
170+ 0.26% |
$18.3K - $18.5K
|
66.5K
$7M
|
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
167+ 18.6% |
$17.9K - $18.2K
|
1.07K
$112K
|
|
|
Apr 15, 2024
Q1 2024
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
165+ 2.64% |
$17.7K - $17.9K
|
6.42K
$676K
|
|
|
Apr 10, 2024
Q1 2024
|
Cva Family Office, LLC
|
BUY
|
- |
146+ 18.65% |
$15.7K - $15.9K
|
929
$97.7K
|
|
|
May 15, 2024
Q1 2024
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
145+ 2.87% |
$15.6K - $15.8K
|
5.2K
$547K
|
|
|
Apr 30, 2024
Q1 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
141+ 6.6% |
$15.1K - $15.3K
|
2.28K
$240K
|
|
|
Apr 29, 2024
Q1 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
139+ 10.64% |
$14.9K - $15.1K
|
1.45K
$152K
|
|
|
May 01, 2024
Q1 2024
|
Stone Point Wealth LLC
|
BUY
|
- |
137+ 1.15% |
$14.7K - $14.9K
|
12K
$1.26M
|
|
|
May 14, 2024
Q1 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
137+ 0.61% |
$14.7K - $14.9K
|
22.6K
$2.38M
|
|
|
May 15, 2024
Q1 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
127+ 0.47% |
$13.6K - $13.8K
|
27.4K
$2.88M
|
|
|
May 14, 2024
Q1 2024
|
Cambria Investment Management, L.P.
|
BUY
|
- |
119+ 0.98% |
$12.8K - $12.9K
|
12.2K
$1.29M
|
|
|
Apr 18, 2024
Q1 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
115+ 7.12% |
$12.4K - $12.5K
|
1.73K
$182K
|
|
|
May 15, 2024
Q1 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
115+ 1.06% |
$12.4K - $12.5K
|
11K
$1.15M
|
|
|
May 23, 2024
Q1 2024
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
115+ 2.94% |
$12.4K - $12.5K
|
4.03K
$424K
|
|
|
May 10, 2024
Q1 2024
|
Gould Capital, LLC
|
BUY
|
- |
111+ 23.72% |
$11.9K - $12.1K
|
579
$60.9K
|
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
110New |
$11.8K - $12K
|
110
$11.6K
|
|
|
Apr 15, 2024
Q1 2024
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
108+ 0.89% |
$11.6K - $11.7K
|
12.2K
$1.28M
|
|
|
May 14, 2024
Q1 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
105+ 1.87% |
$11.3K - $11.4K
|
5.71K
$601K
|
|
|
Apr 16, 2024
Q1 2024
|
Trust CO Of Virginia
|
BUY
|
- |
100+ 1.18% |
$10.7K - $10.9K
|
8.59K
$904K
|
|
|
May 02, 2024
Q1 2024
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
100+ 1.06% |
$10.7K - $10.9K
|
9.53K
$1M
|
|
|
May 15, 2024
Q1 2024
|
Xml Financial, LLC
|
BUY
|
- |
100+ 4.8% |
$10.7K - $10.9K
|
2.18K
$230K
|
|
|
May 03, 2024
Q1 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
99+ 1.65% |
$10.6K - $10.8K
|
6.09K
$640K
|
|
|
Apr 10, 2024
Q1 2024
|
Private Capital Management LLC
|
BUY
|
- |
97+ 1.61% |
$10.4K - $10.5K
|
6.12K
$643K
|
|
|
Mar 11, 2025
Q1 2024
|
Private Capital Management LLC
|
BUY
|
- |
97+ 1.61% |
$10.4K - $10.5K
|
6.12K
$643K
|
|
|
Apr 24, 2024
Q1 2024
|
Sol Capital Management CO
|
BUY
|
- |
85+ 0.41% |
$9.13K - $9.24K
|
21K
$2.2M
|
|
|
Apr 22, 2024
Q1 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
84+ 2.94% |
$9.02K - $9.14K
|
2.94K
$310K
|
|
|
May 15, 2024
Q1 2024
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
84+ 0.57% |
$9.02K - $9.14K
|
14.8K
$1.56M
|
|
|
Apr 22, 2024
Q1 2024
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
82+ 4.31% |
$8.81K - $8.92K
|
1.98K
$209K
|
|
|
May 10, 2024
Q1 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
79+ 0.49% |
$8.49K - $8.59K
|
16.2K
$1.71M
|
|
|
Apr 17, 2024
Q1 2024
|
Chatham Capital Group, Inc.
|
BUY
|
- |
75+ 1.02% |
$8.06K - $8.16K
|
7.41K
$779K
|
|
|
May 15, 2024
Q1 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
75+ 18.8% |
$8.06K - $8.16K
|
474
$49.9K
|
|
|
May 15, 2024
Q1 2024
|
Goodman Advisory Group, LLC
|
BUY
|
- |
70New |
$7.52K - $7.61K
|
70
$7.36K
|
|
|
Apr 29, 2024
Q1 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
61+ 1.39% |
$6.55K - $6.63K
|
4.44K
$467K
|
|
|
May 03, 2024
Q1 2024
|
9258 Wealth Management, LLC
|
BUY
|
- |
61+ 1.2% |
$6.55K - $6.63K
|
5.14K
$541K
|
|
|
May 08, 2024
Q1 2024
|
Tsa Wealth Managment LLC
Houston, TX |
BUY
|
- |
57+ 2.8% |
$6.12K - $6.2K
|
2.09K
$220K
|