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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2024
Q1 2024
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-928- 20.71% |
$99.7K - $101K
|
3.55K
$374K
|
|
|
May 15, 2024
Q1 2024
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-935- 12.71% |
$100K - $102K
|
6.42K
$675K
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-949- 46.32% |
$102K - $103K
|
1.1K
$116K
|
|
|
Apr 22, 2024
Q1 2024
|
Wealth Effects LLC
|
SELL
|
- |
-975- 27.11% |
$105K - $106K
|
2.62K
$276K
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-997- 5.34% |
$107K - $108K
|
17.7K
$1.86M
|
|
|
May 07, 2024
Q1 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-1K- 9.52% |
$107K - $109K
|
9.5K
$999K
|
|
|
Apr 09, 2024
Q1 2024
|
Bka Wealth Consulting, Inc.
|
SELL
|
- |
-1.03K- 16.91% |
$111K - $112K
|
5.07K
$533K
|
|
|
Apr 17, 2024
Q1 2024
|
Brooklyn Fi, LLC
New York, NY |
SELL
|
- |
-1.03K- 1.02% |
$111K - $112K
|
100K
$10.5M
|
|
|
Apr 18, 2024
Q1 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-1.04K- 3.01% |
$112K - $114K
|
33.6K
$3.54M
|
|
|
May 14, 2024
Q1 2024
|
Keybank National Association
|
SELL
|
- |
-1.06K- 3.32% |
$114K - $115K
|
30.9K
$3.25M
|
|
|
May 06, 2024
Q1 2024
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-1.06K- 15.19% |
$114K - $115K
|
5.91K
$622K
|
|
|
Sep 25, 2024
Q1 2024
|
Passive Capital Management, Llc.
Baltimore, MD |
SELL
|
- |
-1.06K- 1.8% |
$114K - $116K
|
57.9K
$6.09M
|
|
|
Apr 10, 2024
Q1 2024
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-1.07K- 9.16% |
$114K - $116K
|
10.6K
$1.11M
|
|
|
May 09, 2024
Q1 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-1.08K- 10.36% |
$115K - $117K
|
9.3K
$979K
|
|
|
Apr 05, 2024
Q1 2024
|
First Hawaiian Bank
|
SELL
|
- |
-1.08K- 4.69% |
$116K - $117K
|
21.9K
$2.3M
|
|
|
May 06, 2024
Q1 2024
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-1.1K- 3.95% |
$118K - $119K
|
26.7K
$2.81M
|
|
|
Jul 17, 2024
Q1 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-1.1K- 42.66% |
$119K - $120K
|
1.48K
$156K
|
|
|
May 03, 2024
Q1 2024
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-1.11K- 4.09% |
$120K - $121K
|
26.1K
$2.74M
|
|
|
May 13, 2024
Q1 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-1.12K- 9.21% |
$120K - $122K
|
11K
$1.16M
|
|
|
May 14, 2024
Q1 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-1.13K- 20.58% |
$121K - $123K
|
4.35K
$458K
|
|
|
May 07, 2024
Q1 2024
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-1.15K- 5.15% |
$123K - $125K
|
21.1K
$2.22M
|
|
|
May 14, 2024
Q1 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
SELL
|
- |
-1.15K- 14.76% |
$124K - $125K
|
6.64K
$698K
|
|
|
Apr 22, 2024
Q1 2024
|
Fc Advisory LLC
|
SELL
|
- |
-1.16K- 6.89% |
$124K - $126K
|
15.6K
$1.64M
|
|
|
Apr 30, 2024
Q1 2024
|
Riversedge Advisors, LLC
|
SELL
|
- |
-1.2K- 5.0% |
$129K - $131K
|
22.9K
$2.41M
|
|
|
May 06, 2024
Q1 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-1.21K- 5.48% |
$130K - $131K
|
20.8K
$2.19M
|
|
|
Apr 25, 2024
Q1 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-1.22K- 17.83% |
$131K - $133K
|
5.63K
$593K
|
|
|
May 09, 2024
Q1 2024
|
Motco
|
SELL
|
- |
-1.24K- 61.59% |
$133K - $135K
|
774
$81.4K
|
|
|
May 14, 2024
Q1 2024
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-1.25K- 20.64% |
$134K - $136K
|
4.81K
$506K
|
|
|
Apr 26, 2024
Q1 2024
|
Opus Capital Group, LLC
|
SELL
|
- |
-1.27K- 1.4% |
$136K - $138K
|
89K
$9.36M
|
|
|
May 09, 2024
Q1 2024
|
Private Portfolio Partners LLC
|
SELL
|
- |
-1.28K- 9.46% |
$138K - $139K
|
12.3K
$1.29M
|
|
|
Apr 15, 2024
Q1 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-1.35K- 7.49% |
$145K - $147K
|
16.7K
$1.76M
|
|
|
Apr 12, 2024
Q1 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-1.36K- 2.24% |
$146K - $148K
|
59.3K
$6.24M
|
|
|
Apr 23, 2024
Q1 2024
|
Washington Trust CO
|
SELL
|
- |
-1.37K- 30.78% |
$147K - $149K
|
3.08K
$324K
|
|
|
Apr 12, 2024
Q1 2024
|
Parkside Investments, LLC
|
SELL
|
- |
-1.4K- 0.93% |
$150K - $152K
|
150K
$15.8M
|
|
|
Apr 15, 2024
Q1 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-1.44K- 14.57% |
$155K - $157K
|
8.45K
$888K
|
|
|
May 10, 2024
Q1 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-1.45K- 7.36% |
$156K - $158K
|
18.2K
$1.92M
|
|
|
May 14, 2024
Q1 2024
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-1.46K- 6.68% |
$156K - $158K
|
20.3K
$2.14M
|
|
|
May 06, 2024
Q1 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-1.47K- 15.8% |
$158K - $160K
|
7.85K
$826K
|
|
|
Aug 13, 2024
Q1 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-1.47K- 8.56% |
$158K - $160K
|
15.7K
$1.65M
|
|
|
Apr 25, 2024
Q1 2024
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-1.48K- 0.62% |
$159K - $161K
|
235K
$24.7M
|
|
|
Apr 12, 2024
Q1 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-1.48K- 6.25% |
$159K - $161K
|
22.2K
$2.33M
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.49K- 3.38% |
$160K - $162K
|
42.7K
$4.49M
|
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-1.56K- 97.63% |
$168K - $170K
|
38
$4K
|
|
|
Apr 25, 2024
Q1 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-1.59K- 24.26% |
$171K - $173K
|
4.97K
$522K
|
|
|
Nov 06, 2024
Q1 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-1.59K- 31.65% |
$171K - $173K
|
3.44K
$362K
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-1.6K- 1.73% |
$172K - $174K
|
90.9K
$9.57M
|
|
|
May 14, 2024
Q1 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-1.6K- 2.41% |
$172K - $174K
|
64.8K
$6.81M
|
|
|
Apr 24, 2024
Q1 2024
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
SELL
|
- |
-1.63K- 14.69% |
$175K - $177K
|
9.45K
$994K
|
|
|
Apr 18, 2024
Q1 2024
|
Capstone Capital Wealth Advisors
Henderson, NV |
SELL
|
- |
-1.63K- 15.69% |
$175K - $177K
|
8.77K
$923K
|
|
|
Apr 16, 2024
Q1 2024
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-1.64K- 41.8% |
$176K - $178K
|
2.28K
$240K
|