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 30, 2024
Q1 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
7+ 0.01% |
$752 - $761
|
72.4K
$7.62M
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
7+ 3.37% |
$752 - $761
|
215
$22.6K
|
|
|
May 14, 2024
Q1 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
7+ 0.28% |
$752 - $761
|
2.47K
$259K
|
|
|
May 03, 2024
Q1 2024
|
Diligent Investors, LLC
|
BUY
|
- |
6+ 0.08% |
$644 - $653
|
7.16K
$753K
|
|
|
May 06, 2024
Q1 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
5+ 1.98% |
$537 - $544
|
258
$27.1K
|
|
|
Apr 24, 2024
Q1 2024
|
Intergy Private Wealth, LLC
|
BUY
|
- |
4+ 0.14% |
$430 - $435
|
2.82K
$297K
|
|
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
4+ 0.52% |
$430 - $435
|
773
$81.3K
|
|
|
Apr 15, 2024
Q1 2024
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
3+ 0.11% |
$322 - $326
|
2.79K
$293K
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
3New |
$322 - $326
|
3
$316
|
|
|
Apr 09, 2024
Q1 2024
|
Rise Advisors, LLC
|
BUY
|
- |
2+ 0.48% |
$215 - $218
|
419
$44.1K
|
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
2+ 0.94% |
$215 - $218
|
215
$22.6K
|
|
|
May 29, 2024
Q1 2024
|
Clean Yield Group
|
BUY
|
- |
2+ 0.37% |
$215 - $218
|
536
$56.4K
|
|
|
Apr 17, 2024
Q1 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
1+ 0.05% |
$107 - $109
|
2.01K
$212K
|
|
|
May 14, 2024
Q1 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
1+ 0.02% |
$107 - $109
|
5.61K
$590K
|
|
|
May 15, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
1+ 0.04% |
$107 - $109
|
2.33K
$245K
|
|
|
May 16, 2024
Q1 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
1+ 0.23% |
$107 - $109
|
442
$46.5K
|
|
|
Apr 15, 2024
Q1 2024
|
Whitcomb & Hess, Inc.
|
SELL
|
- |
-2- 0.06% |
$215 - $218
|
3.48K
$366K
|
|
|
May 09, 2024
Q1 2024
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-5- 0.13% |
$537 - $544
|
3.93K
$414K
|
|
|
May 15, 2024
Q1 2024
|
Wit, LLC
District Of Columbia, DC |
SELL
|
- |
-12- 37.5% |
$1.29K - $1.31K
|
20
$2.1K
|
|
|
Apr 15, 2024
Q1 2024
|
Investment Partners, Ltd.
|
SELL
|
- |
-15- 0.05% |
$1.61K - $1.63K
|
31.8K
$3.35M
|
|
|
Apr 17, 2024
Q1 2024
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-16- 0.16% |
$1.72K - $1.74K
|
9.75K
$1.03M
|
|
|
Apr 19, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-16- 0.74% |
$1.72K - $1.74K
|
2.14K
$225K
|
|
|
Apr 10, 2024
Q1 2024
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-17- 0.16% |
$1.83K - $1.85K
|
10.3K
$1.09M
|
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-17- 1.78% |
$1.83K - $1.85K
|
937
$98.6K
|
|
|
Apr 15, 2024
Q1 2024
|
Harbor Group, Inc.
|
SELL
|
- |
-22- 0.03% |
$2.36K - $2.39K
|
87.9K
$9.25M
|
|
|
Apr 29, 2024
Q1 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
SELL
|
- |
-23- 0.11% |
$2.47K - $2.5K
|
21K
$2.21M
|
|
|
Apr 30, 2024
Q1 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-23- 1.07% |
$2.47K - $2.5K
|
2.12K
$223K
|
|
|
Apr 26, 2024
Q1 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-25- 30.86% |
$2.69K - $2.72K
|
56
$5.89K
|
|
|
Apr 25, 2024
Q1 2024
|
Grant
|
SELL
|
- |
-27- 0.99% |
$2.9K - $2.94K
|
2.71K
$285K
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-27- 17.31% |
$2.9K - $2.94K
|
129
$13.6K
|
|
|
Jul 17, 2024
Q1 2024
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-28- 0.27% |
$3.01K - $3.05K
|
10.5K
$1.11M
|
|
|
May 13, 2024
Q1 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-29- 0.09% |
$3.11K - $3.15K
|
34K
$3.58M
|
|
|
Apr 30, 2024
Q1 2024
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-30- 0.93% |
$3.22K - $3.26K
|
3.21K
$338K
|
|
|
May 09, 2024
Q1 2024
|
Efficient Advisors, LLC
|
SELL
|
- |
-33- 0.28% |
$3.54K - $3.59K
|
12K
$1.26M
|
|
|
May 09, 2024
Q1 2024
|
Brighton Jones LLC
|
SELL
|
- |
-33- 1.73% |
$3.54K - $3.59K
|
1.88K
$197K
|
|
|
Apr 15, 2024
Q1 2024
|
Cooksen Wealth, LLC
The Woodlands, TX |
SELL
|
- |
-37- 0.33% |
$3.97K - $4.02K
|
11.2K
$1.18M
|
|
|
Apr 30, 2024
Q1 2024
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-37- 0.54% |
$3.97K - $4.02K
|
6.81K
$716K
|
|
|
Apr 24, 2024
Q1 2024
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
SELL
|
- |
-41- 0.12% |
$4.4K - $4.46K
|
35.4K
$3.73M
|
|
|
May 03, 2024
Q1 2024
|
Investments & Financial Planning, LLC
Lexington, KY |
SELL
|
- |
-41- 0.58% |
$4.4K - $4.46K
|
7.05K
$741K
|
|
|
May 02, 2024
Q1 2024
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-43- 1.61% |
$4.62K - $4.68K
|
2.63K
$276K
|
|
|
May 16, 2024
Q1 2024
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-43- 1.86% |
$4.62K - $4.68K
|
2.27K
$238K
|
|
|
May 09, 2024
Q1 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-44- 0.53% |
$4.73K - $4.79K
|
8.33K
$877K
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-49- 0.96% |
$5.26K - $5.33K
|
5.07K
$533K
|
|
|
May 02, 2024
Q1 2024
|
Compass Financial Group, Inc.
|
SELL
|
- |
-50- 0.54% |
$5.37K - $5.44K
|
9.18K
$966K
|
|
|
May 10, 2024
Q1 2024
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-50- 0.36% |
$5.37K - $5.44K
|
13.9K
$1.46M
|
|
|
May 08, 2024
Q1 2024
|
Jacobson & Schmitt Advisors, LLC
|
SELL
|
- |
-52- 0.19% |
$5.59K - $5.66K
|
26.8K
$2.81M
|
|
|
May 13, 2024
Q1 2024
|
Dt Investment Partners, LLC
|
SELL
|
- |
-55- 5.28% |
$5.91K - $5.98K
|
986
$104K
|
|
|
May 08, 2024
Q1 2024
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-57- 1.8% |
$6.12K - $6.2K
|
3.11K
$328K
|
|
|
May 02, 2024
Q1 2024
|
Lwmg, LLC
Lake Elmo, MN |
SELL
|
- |
-62- 2.14% |
$6.66K - $6.74K
|
2.83K
$298K
|
|
|
May 13, 2024
Q1 2024
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-68- 0.78% |
$7.3K - $7.4K
|
8.67K
$912K
|