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 01, 2024
Q1 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-200- 1.04% |
$21.5K - $21.8K
|
19K
$1.99M
|
|
|
May 02, 2024
Q1 2024
|
New Potomac Partners, LLC
|
SELL
|
- |
-200- 3.04% |
$21.5K - $21.8K
|
6.38K
$671K
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-200- 22.08% |
$21.5K - $21.8K
|
706
$74.3K
|
|
|
May 15, 2024
Q1 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-200- 7.41% |
$21.5K - $21.8K
|
2.5K
$263K
|
|
|
May 14, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-210- 0.22% |
$22.6K - $22.8K
|
93.8K
$9.87M
|
|
|
Apr 24, 2024
Q1 2024
|
Oceanside Advisors LLC
Mount Pleasant, SC |
SELL
|
- |
-213- 7.92% |
$22.9K - $23.2K
|
2.48K
$260K
|
|
|
Apr 12, 2024
Q1 2024
|
Navalign, LLC
|
SELL
|
- |
-220- 3.37% |
$23.6K - $23.9K
|
6.31K
$664K
|
|
|
Apr 19, 2024
Q1 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-220- 10.34% |
$23.6K - $23.9K
|
1.91K
$201K
|
|
|
Apr 30, 2024
Q1 2024
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-230- 9.66% |
$24.7K - $25K
|
2.15K
$226K
|
|
|
Apr 22, 2024
Q1 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-231- 3.16% |
$24.8K - $25.1K
|
7.09K
$746K
|
|
|
Apr 22, 2024
Q1 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-233- 7.51% |
$25K - $25.3K
|
2.87K
$302K
|
|
|
May 01, 2024
Q1 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-240- 1.73% |
$25.8K - $26.1K
|
13.7K
$1.44M
|
|
|
Apr 29, 2024
Q1 2024
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-245- 0.88% |
$26.3K - $26.6K
|
27.5K
$2.9M
|
|
|
May 15, 2024
Q1 2024
|
Treynor Bancshares, Inc.
|
SELL
|
- |
-248- 3.2% |
$26.6K - $27K
|
7.5K
$789K
|
|
|
Apr 18, 2024
Q1 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-249- 3.69% |
$26.7K - $27.1K
|
6.5K
$684K
|
|
|
Apr 16, 2024
Q1 2024
|
Independence Bank Of Kentucky
|
SELL
|
- |
-250- 4.55% |
$26.9K - $27.2K
|
5.25K
$552K
|
|
|
May 08, 2024
Q1 2024
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-250- 1.76% |
$26.9K - $27.2K
|
14K
$1.47M
|
|
|
Apr 24, 2024
Q1 2024
|
Country Club Bank
|
SELL
|
- |
-262- 3.32% |
$28.1K - $28.5K
|
7.64K
$803K
|
|
|
Apr 17, 2024
Q1 2024
|
Ade, LLC
|
SELL
|
- |
-276- 0.34% |
$29.6K - $30K
|
81.2K
$8.54M
|
|
|
May 07, 2024
Q1 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-278- 9.88% |
$29.9K - $30.2K
|
2.54K
$267K
|
|
|
Apr 18, 2024
Q1 2024
|
Consilio Wealth Advisors, LLC
|
SELL
|
- |
-284- 2.17% |
$30.5K - $30.9K
|
12.8K
$1.35M
|
|
|
Apr 12, 2024
Q1 2024
|
West Coast Financial LLC
|
SELL
|
- |
-286- 6.03% |
$30.7K - $31.1K
|
4.46K
$469K
|
|
|
Apr 29, 2024
Q1 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-293- 5.16% |
$31.5K - $31.9K
|
5.39K
$567K
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-293- 2.02% |
$31.5K - $31.9K
|
14.2K
$1.5M
|
|
|
Feb 27, 2025
Q1 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-299Closed |
$32.1K - $32.5K
|
0
$0
|
|
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-300- 79.37% |
$32.2K - $32.6K
|
78
$8.2K
|
|
|
Apr 23, 2024
Q1 2024
|
Sweet Financial Partners, LLC
|
SELL
|
- |
-302- 2.14% |
$32.4K - $32.8K
|
13.8K
$1.45M
|
|
|
Apr 10, 2024
Q1 2024
|
Shotwell Rutter Baer Inc
Lansing, MI |
SELL
|
- |
-310- 4.61% |
$33.3K - $33.7K
|
6.42K
$675K
|
|
|
Apr 24, 2024
Q1 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-317- 11.89% |
$34K - $34.5K
|
2.35K
$247K
|
|
|
Apr 16, 2024
Q1 2024
|
Occidental Asset Management, LLC
|
SELL
|
- |
-320- 13.09% |
$34.4K - $34.8K
|
2.12K
$223K
|
|
|
May 01, 2024
Q1 2024
|
Fairhaven Wealth Management, LLC
|
SELL
|
- |
-338- 3.11% |
$36.3K - $36.8K
|
10.5K
$1.11M
|
|
|
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-350- 1.04% |
$37.6K - $38.1K
|
33.3K
$3.51M
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-355- 5.36% |
$38.1K - $38.6K
|
6.26K
$659K
|
|
|
May 10, 2024
Q1 2024
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
SELL
|
- |
-356- 9.79% |
$38.2K - $38.7K
|
3.28K
$345K
|
|
|
May 03, 2024
Q1 2024
|
One Degree Advisors Inc
San Diego, CA |
SELL
|
- |
-364- 10.22% |
$39.1K - $39.6K
|
3.2K
$336K
|
|
|
Apr 30, 2024
Q1 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
SELL
|
- |
-369- 1.2% |
$39.6K - $40.1K
|
30.5K
$3.2M
|
|
|
Apr 15, 2024
Q1 2024
|
Sunpointe, LLC
St. Louis, MO |
SELL
|
- |
-371- 16.43% |
$39.8K - $40.3K
|
1.89K
$198K
|
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-371- 3.18% |
$39.8K - $40.3K
|
11.3K
$1.19M
|
|
|
May 09, 2024
Q1 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-372- 2.91% |
$40K - $40.5K
|
12.4K
$1.3M
|
|
|
Oct 01, 2024
Q1 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-375- 0.74% |
$40.3K - $40.8K
|
50.6K
$5.32M
|
|
|
Oct 31, 2024
Q1 2024
|
Westshore Wealth, LLC
|
SELL
|
- |
-375- 5.86% |
$40.3K - $40.8K
|
6.02K
$633K
|
|
|
Apr 18, 2024
Q1 2024
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-381- 9.72% |
$40.9K - $41.4K
|
3.54K
$372K
|
|
|
Apr 15, 2024
Q1 2024
|
Rmr Wealth Builders
|
SELL
|
- |
-390- 0.3% |
$41.9K - $42.4K
|
130K
$13.7M
|
|
|
Apr 29, 2024
Q1 2024
|
Erickson Financial Group, LLC
Allentown, PA |
SELL
|
- |
-399- 8.94% |
$42.9K - $43.4K
|
4.06K
$427K
|
|
|
Apr 12, 2024
Q1 2024
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-405- 2.14% |
$43.5K - $44K
|
18.5K
$1.95M
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-408- 0.29% |
$43.8K - $44.4K
|
142K
$14.9M
|
|
|
May 15, 2024
Q1 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-409- 8.62% |
$43.9K - $44.5K
|
4.34K
$456K
|
|
|
May 08, 2024
Q1 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-410- 10.89% |
$44K - $44.6K
|
3.36K
$353K
|
|
|
Apr 15, 2024
Q1 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-419- 1.93% |
$45K - $45.6K
|
21.3K
$2.24M
|
|
|
Apr 29, 2024
Q1 2024
|
Brio Consultants, LLC
|
SELL
|
- |
-429- 1.46% |
$46.1K - $46.7K
|
29K
$3.05M
|