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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
Innova Wealth Partners
|
SELL
|
- |
-69- 1.46% |
$7.41K - $7.5K
|
4.65K
$489K
|
|
|
Apr 23, 2024
Q1 2024
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-70- 0.23% |
$7.52K - $7.61K
|
29.7K
$3.13M
|
|
|
May 06, 2024
Q1 2024
|
Millington Financial Advisors, LLC
Naperville, IL |
SELL
|
- |
-73- 3.45% |
$7.84K - $7.94K
|
2.04K
$215K
|
|
|
May 06, 2024
Q1 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
SELL
|
- |
-75- 2.85% |
$8.06K - $8.16K
|
2.56K
$269K
|
|
|
May 08, 2024
Q1 2024
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-78- 1.0% |
$8.38K - $8.48K
|
7.74K
$814K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-80- 2.71% |
$8.59K - $8.7K
|
2.87K
$302K
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-81- 0.37% |
$8.7K - $8.81K
|
22.1K
$2.32M
|
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-84- 2.5% |
$9.02K - $9.14K
|
3.28K
$345K
|
|
|
May 01, 2024
Q1 2024
|
Flagstone Financial Management
Lincoln, NE |
SELL
|
- |
-95- 2.24% |
$10.2K - $10.3K
|
4.14K
$436K
|
|
|
May 14, 2024
Q1 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-97- 2.2% |
$10.4K - $10.5K
|
4.31K
$454K
|
|
|
Apr 12, 2024
Q1 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-98- 0.12% |
$10.5K - $10.7K
|
80.4K
$8.46M
|
|
|
Apr 29, 2024
Q1 2024
|
Sonata Capital Group Inc
|
SELL
|
- |
-100- 1.14% |
$10.7K - $10.9K
|
8.65K
$910K
|
|
|
May 07, 2024
Q1 2024
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-100- 7.78% |
$10.7K - $10.9K
|
1.19K
$125K
|
|
|
May 15, 2024
Q1 2024
|
Evoke Wealth, LLC
|
SELL
|
- |
-100- 3.23% |
$10.7K - $10.9K
|
3K
$316K
|
|
|
Feb 26, 2025
Q1 2024
|
Partners In Financial Planning
Salem, VA |
SELL
|
- |
-102- 0.31% |
$11K - $11.1K
|
33K
$3.47M
|
|
|
Apr 11, 2024
Q1 2024
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-107- 1.18% |
$11.5K - $11.6K
|
8.98K
$945K
|
|
|
Apr 17, 2024
Q1 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-110- 0.86% |
$11.8K - $12K
|
12.7K
$1.33M
|
|
|
Apr 11, 2024
Q1 2024
|
First Affirmative Financial Network
|
SELL
|
- |
-115- 1.95% |
$12.4K - $12.5K
|
5.78K
$607K
|
|
|
May 09, 2024
Q1 2024
|
Maple Capital Management, Inc.
|
SELL
|
- |
-115- 1.74% |
$12.4K - $12.5K
|
6.49K
$682K
|
|
|
May 14, 2024
Q1 2024
|
Sepio Capital, LP
|
SELL
|
- |
-115- 0.91% |
$12.4K - $12.5K
|
12.5K
$1.32M
|
|
|
Apr 19, 2024
Q1 2024
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-119- 2.89% |
$12.8K - $12.9K
|
4K
$420K
|
|
|
Apr 25, 2024
Q1 2024
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-119- 1.51% |
$12.8K - $12.9K
|
7.77K
$818K
|
|
|
Apr 03, 2024
Q1 2024
|
Arden Trust CO
|
SELL
|
- |
-120- 0.68% |
$12.9K - $13.1K
|
17.5K
$1.84M
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-128- 3.84% |
$13.7K - $13.9K
|
3.21K
$337K
|
|
|
Aug 08, 2024
Q1 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-134- 3.3% |
$14.4K - $14.6K
|
3.93K
$413K
|
|
|
May 08, 2024
Q1 2024
|
Rkl Wealth Management LLC
|
SELL
|
- |
-136- 6.58% |
$14.6K - $14.8K
|
1.93K
$203K
|
|
|
Apr 23, 2024
Q1 2024
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-142- 4.23% |
$15.3K - $15.4K
|
3.22K
$338K
|
|
|
Apr 16, 2024
Q1 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
SELL
|
- |
-143- 26.83% |
$15.4K - $15.6K
|
390
$41K
|
|
|
Apr 15, 2024
Q1 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-146- 2.59% |
$15.7K - $15.9K
|
5.48K
$577K
|
|
|
Apr 11, 2024
Q1 2024
|
Midwest Financial Group LLC
Overland Park, KS |
SELL
|
- |
-148- 1.85% |
$15.9K - $16.1K
|
7.86K
$827K
|
|
|
May 13, 2024
Q1 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-149- 4.0% |
$16K - $16.2K
|
3.58K
$377K
|
|
|
Apr 12, 2024
Q1 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-150- 8.88% |
$16.1K - $16.3K
|
1.54K
$162K
|
|
|
May 14, 2024
Q1 2024
|
Stage Harbor Financial, LLC
Needham, MA |
SELL
|
- |
-151- 0.08% |
$16.2K - $16.4K
|
178K
$18.7M
|
|
|
May 01, 2024
Q1 2024
|
Auour Investments LLC
Wenham, MA |
SELL
|
- |
-156- 6.51% |
$16.8K - $17K
|
2.24K
$236K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-162- 0.08% |
$17.4K - $17.6K
|
198K
$20.8M
|
|
|
May 02, 2024
Q1 2024
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-163- 1.38% |
$17.5K - $17.7K
|
11.7K
$1.23M
|
|
|
Apr 18, 2024
Q1 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-165- 1.92% |
$17.7K - $17.9K
|
8.44K
$888K
|
|
|
May 07, 2024
Q1 2024
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-166- 19.04% |
$17.8K - $18.1K
|
706
$74.3K
|
|
|
May 10, 2024
Q1 2024
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-168- 2.11% |
$18K - $18.3K
|
7.8K
$820K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-170- 0.56% |
$18.3K - $18.5K
|
30.2K
$3.18M
|
|
|
Apr 24, 2024
Q1 2024
|
Round Rock Advisors, LLC
|
SELL
|
- |
-170- 3.7% |
$18.3K - $18.5K
|
4.43K
$466K
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-171- 2.19% |
$18.4K - $18.6K
|
7.64K
$804K
|
|
|
Apr 22, 2024
Q1 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-175- 3.09% |
$18.8K - $19K
|
5.49K
$578K
|
|
|
May 10, 2024
Q1 2024
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-178- 0.46% |
$19.1K - $19.4K
|
38.3K
$4.03M
|
|
|
May 02, 2024
Q1 2024
|
Andrew Hill Investment Advisors, Inc.
Naples, FL |
SELL
|
- |
-180- 5.02% |
$19.3K - $19.6K
|
3.4K
$358K
|
|
|
May 03, 2024
Q1 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
SELL
|
- |
-180- 6.42% |
$19.3K - $19.6K
|
2.63K
$276K
|
|
|
Apr 17, 2024
Q1 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-181- 0.98% |
$19.4K - $19.7K
|
18.2K
$1.92M
|
|
|
May 06, 2024
Q1 2024
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-183- 1.66% |
$19.7K - $19.9K
|
10.9K
$1.14M
|
|
|
Apr 17, 2024
Q1 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-190- 0.38% |
$20.4K - $20.7K
|
49.8K
$5.24M
|
|
|
May 10, 2024
Q1 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-192- 6.81% |
$20.6K - $20.9K
|
2.63K
$276K
|