Purchases and Sales Made in Q1 2024 in Ishares National Muni Bond ETF (MUB)

MUB Quotes by TradingView

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 15, 2024 Q1 2024
Vestmark Advisory Solutions, Inc.

BUY
 -
57
+ 1.89%
$6.12K - $6.2K
3.08K $324K
May 09, 2024 Q1 2024
Waldron Private Wealth LLC

BUY
 -
55
+ 0.02%
$5.91K - $5.98K
339K $35.7M
May 14, 2024 Q1 2024
Carolinas Wealth Consulting LLC

Charlotte, NC
BUY
 -
50
+ 3.33%
$5.37K - $5.44K
1.55K $163K
May 06, 2024 Q1 2024
Guardian Asset Advisors, LLC

Mechanicsburg, PA
BUY
 -
47
+ 0.96%
$5.05K - $5.11K
4.93K $519K
May 07, 2024 Q1 2024
Diversified Portfolios, Inc.

Bloomfield Hills, MI
BUY
 -
45
+ 0.03%
$4.83K - $4.89K
143K $15M
Apr 19, 2024 Q1 2024
Coastal Investment Advisors, Inc.

Wilmington, DE
BUY
 -
43
+ 1.15%
$4.62K - $4.68K
3.78K $398K
May 01, 2024 Q1 2024
James Investment Research Inc

BUY
 -
43
+ 0.19%
$4.62K - $4.68K
23.1K $2.43M
May 06, 2024 Q1 2024
Insight Advisors, LLC

Newtown, PA
BUY
 -
42
+ 1.44%
$4.51K - $4.57K
2.96K $311K
May 07, 2024 Q1 2024
Atomi Financial Group, Inc.

Irvine, CA
BUY
 -
40
+ 0.73%
$4.3K - $4.35K
5.53K $581K
May 13, 2024 Q1 2024
Frazier Financial Advisors, LLC

Columbus, OH
BUY
 -
40
+ 7.33%
$4.3K - $4.35K
586 $61.6K
May 13, 2024 Q1 2024
Tfo Tdc, LLC

BUY
 -
36
+ 3.09%
$3.87K - $3.92K
1.2K $126K
May 15, 2024 Q1 2024
Lowe Brockenbrough & CO Inc

BUY
 -
36
+ 0.11%
$3.87K - $3.92K
34.2K $3.6M
Apr 22, 2024 Q1 2024
Oakworth Capital, Inc.

BUY
 -
34
New
$3.65K - $3.7K
34 $3.58K
May 03, 2024 Q1 2024
Householder Group Estate & Retirement Specialist, LLC

BUY
 -
34
+ 6.43%
$3.65K - $3.7K
563 $59.2K
Apr 16, 2024 Q1 2024
Mcf Advisors LLC

Covington, KY
BUY
 -
32
+ 0.23%
$3.44K - $3.48K
14K $1.47M
May 02, 2024 Q1 2024
Fin Trust Capital Advisors, LLC

BUY
 -
30
+ 13.51%
$3.22K - $3.26K
252 $26.5K
Apr 30, 2024 Q1 2024
Patriot Financial Group Insurance Agency, LLC

BUY
 -
29
+ 0.42%
$3.11K - $3.15K
6.97K $733K
May 15, 2024 Q1 2024
Badgley Phelps Wealth Managers, LLC

BUY
 -
29
+ 1.04%
$3.11K - $3.15K
2.83K $298K
Apr 26, 2024 Q1 2024
Jamison Private Wealth Management, Inc.

Milton, GA
BUY
 -
28
New
$3.01K - $3.05K
28 $2.95K
Apr 30, 2024 Q1 2024
Fortis Capital Management LLC

BUY
 -
28
+ 0.49%
$3.01K - $3.05K
5.78K $608K
May 07, 2024 Q1 2024
Beacon Harbor Wealth Advisors, Inc.

BUY
 -
27
+ 1.22%
$2.9K - $2.94K
2.25K $236K
May 02, 2024 Q1 2024
Quent Capital, LLC

BUY
 -
25
+ 11.79%
$2.69K - $2.72K
237 $24.9K
May 10, 2024 Q1 2024
Jacobi Capital Management LLC

BUY
 -
23
+ 0.18%
$2.47K - $2.5K
12.6K $1.33M
May 15, 2024 Q1 2024
Tyler Stone Wealth Management

Beachwood, OH
BUY
 -
22
New
$2.36K - $2.39K
22 $2.31K
May 13, 2024 Q1 2024
Wescott Financial Advisory Group, LLC

BUY
 -
21
+ 0.36%
$2.26K - $2.28K
5.85K $615K
Feb 13, 2025 Q1 2024
Msh Capital Advisors LLC

Scottsdale, AZ
BUY
 -
21
+ 0.29%
$2.26K - $2.28K
7.32K $770K
Apr 15, 2024 Q1 2024
Ellis Investment Partners, LLC

BUY
 -
20
+ 0.47%
$2.15K - $2.18K
4.29K $451K
May 15, 2024 Q1 2024
Wetherby Asset Management Inc

San Francisco, CA
BUY
 -
20
+ 0.35%
$2.15K - $2.18K
5.67K $597K
May 15, 2024 Q1 2024
Transcendent Capital Group LLC

Edmond, OK
BUY
 -
20
+ 1.32%
$2.15K - $2.18K
1.54K $161K
Apr 09, 2024 Q1 2024
Ellenbecker Investment Group

BUY
 -
19
+ 0.41%
$2.04K - $2.07K
4.62K $486K
Apr 18, 2024 Q1 2024
Riverwater Partners LLC

BUY
 -
19
+ 0.5%
$2.04K - $2.07K
3.85K $404K
May 03, 2024 Q1 2024
Richardson Financial Services Inc.

Medway, MA
BUY
 -
17
+ 1.53%
$1.83K - $1.85K
1.13K $119K
Apr 16, 2024 Q1 2024
Tsfg, LLC

BUY
 -
16
+ 0.13%
$1.72K - $1.74K
12.4K $1.31M
May 01, 2024 Q1 2024
Pds Planning, Inc

BUY
 -
16
+ 0.02%
$1.72K - $1.74K
78.3K $8.24M
Apr 15, 2024 Q1 2024
Sound Income Strategies, LLC

BUY
 -
15
+ 6.64%
$1.61K - $1.63K
241 $25.4K
Apr 22, 2024 Q1 2024
Accurate Wealth Management, LLC

BUY
 -
15
+ 0.06%
$1.61K - $1.63K
24.4K $2.57M
May 13, 2024 Q1 2024
Executive Wealth Management, LLC

BUY
 -
15
+ 0.48%
$1.61K - $1.63K
3.15K $331K
Apr 16, 2024 Q1 2024
Total Investment Management Inc

Scottsdale, AZ
BUY
 -
13
+ 0.46%
$1.4K - $1.41K
2.85K $300K
May 07, 2024 Q1 2024
Wealth Advisors Of Iowa, LLC

BUY
 -
11
+ 0.14%
$1.18K - $1.2K
8.1K $852K
May 08, 2024 Q1 2024
Bell Investment Advisors, Inc

Oakland, CA
BUY
 -
11
+ 0.29%
$1.18K - $1.2K
3.84K $404K
May 13, 2024 Q1 2024
Laurel Wealth Advisors LLC

Charlotte, NC
BUY
 -
11
+ 0.12%
$1.18K - $1.2K
9.02K $949K
Apr 10, 2024 Q1 2024
Banque Cantonale Vaudoise

BUY
 -
10
+ 1.2%
$1.07K - $1.09K
840 $88.4K
Apr 19, 2024 Q1 2024
Tcp Asset Management, LLC

Columbus, OH
BUY
 -
10
+ 0.2%
$1.07K - $1.09K
4.96K $522K
May 07, 2024 Q1 2024
Firestone Capital Management

BUY
 -
10
+ 0.5%
$1.07K - $1.09K
2K $210K
May 13, 2024 Q1 2024
Sentinel Pension Advisors Inc

Wakefield, MA
BUY
 -
10
+ 0.5%
$1.07K - $1.09K
2.02K $212K
Sep 11, 2024 Q1 2024
Summit Wealth Partners, LLC

Orlando, FL
BUY
 -
10
+ 0.27%
$1.07K - $1.09K
3.69K $388K
Apr 22, 2024 Q1 2024
Rainey & Randall Investment Management Inc.

Celebration, FL
BUY
 -
9
+ 0.49%
$967 - $979
1.86K $196K
May 06, 2024 Q1 2024
Certus Wealth Management, LLC

Redwood City, CA
BUY
 -
8
+ 0.15%
$859 - $870
5.49K $578K
Apr 23, 2024 Q1 2024
Financial Freedom, LLC

Cincinnati, OH
BUY
 -
7
+ 0.08%
$752 - $761
8.76K $921K

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