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 09, 2024
Q1 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
48.3K+ 12.36% |
$5.18M - $5.25M
|
439K
$47.4M
|
|
|
Apr 17, 2024
Q1 2024
|
Slow Capital, Inc.
|
BUY
|
- |
47.7K+ 20.41% |
$5.13M - $5.19M
|
282K
$30.4M
|
|
|
May 15, 2024
Q1 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
47.6KNew |
$5.11M - $5.18M
|
47.6K
$5.14M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
47.1K+ 38.12% |
$5.06M - $5.12M
|
171K
$18.4M
|
|
|
Apr 01, 2024
Q1 2024
|
Impac Tfolio, LLC
|
BUY
|
- |
46.7KNew |
$5.01M - $5.07M
|
46.7K
$5.04M
|
|
|
May 13, 2024
Q1 2024
|
Wrenne Financial Planning LLC
Lexington, KY |
BUY
|
- |
46.4KNew |
$4.98M - $5.05M
|
46.4K
$5.01M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
46.3K+ 13.31% |
$4.97M - $5.03M
|
394K
$42.6M
|
|
|
May 14, 2024
Q1 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
45.2KNew |
$4.85M - $4.91M
|
45.2K
$4.88M
|
|
|
Apr 16, 2024
Q1 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
44.9K+ 39.32% |
$4.82M - $4.89M
|
159K
$17.2M
|
|
|
Apr 15, 2024
Q1 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
44.2K+ 21.26% |
$4.74M - $4.8M
|
252K
$27.2M
|
|
|
May 13, 2024
Q1 2024
|
Ellevest, Inc.
|
BUY
|
- |
43K+ 5.12% |
$4.61M - $4.67M
|
882K
$95.3M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
42.7K+ 7.78% |
$4.58M - $4.64M
|
591K
$63.9M
|
|
|
May 09, 2024
Q1 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
42.3K+ 25.75% |
$4.55M - $4.6M
|
207K
$22.3M
|
|
|
Apr 16, 2024
Q1 2024
|
Asio Capital, LLC
|
BUY
|
- |
40.5K+ 24.56% |
$4.35M - $4.4M
|
205K
$22.2M
|
|
|
Apr 30, 2024
Q1 2024
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
40.1K+ 15.63% |
$4.31M - $4.36M
|
297K
$32M
|
|
|
May 13, 2024
Q1 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
39.8K+ 7.92% |
$4.28M - $4.33M
|
543K
$58.6M
|
|
|
Apr 19, 2024
Q1 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
39.3K+ 7.31% |
$4.22M - $4.27M
|
576K
$62.3M
|
|
|
May 15, 2024
Q1 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
37.5K+ 294.95% |
$4.02M - $4.07M
|
50.1K
$5.42M
|
|
|
May 13, 2024
Q1 2024
|
Crewe Advisors LLC
|
BUY
|
- |
36.1K+ 52.0% |
$3.88M - $3.93M
|
106K
$11.4M
|
|
|
May 03, 2024
Q1 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
36K+ 439.97% |
$3.87M - $3.92M
|
44.2K
$4.78M
|
|
|
Apr 29, 2024
Q1 2024
|
Adviser Investments LLC
|
BUY
|
- |
35.9K+ 1.32% |
$3.86M - $3.91M
|
2.77M
$299M
|
|
|
May 15, 2024
Q1 2024
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
34.9K+ 49.47% |
$3.75M - $3.8M
|
106K
$11.4M
|
|
|
May 03, 2024
Q1 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
33.8K+ 51.71% |
$3.63M - $3.68M
|
99.3K
$10.7M
|
|
|
May 02, 2024
Q1 2024
|
Hudock, Inc.
|
BUY
|
- |
33.4K+ 99.24% |
$3.59M - $3.64M
|
67.1K
$7.26M
|
|
|
Apr 24, 2024
Q1 2024
|
Dakota Wealth Management
|
BUY
|
- |
33.3K+ 63.46% |
$3.58M - $3.63M
|
85.9K
$9.28M
|
|
|
Apr 15, 2024
Q1 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
30.3K+ 38.09% |
$3.25M - $3.29M
|
110K
$11.9M
|
|
|
May 01, 2024
Q1 2024
|
Esg Planning
Santa Clara, CA |
BUY
|
- |
29.9K+ 629.76% |
$3.22M - $3.26M
|
34.7K
$3.75M
|
|
|
May 10, 2024
Q1 2024
|
City Of London Investment Management CO LTD
London, X0 |
BUY
|
- |
29.4KNew |
$3.16M - $3.2M
|
29.4K
$3.18M
|
|
|
May 15, 2024
Q1 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
29.3K+ 2934500.0% |
$3.15M - $3.19M
|
29.3K
$3.17M
|
|
|
Apr 30, 2024
Q1 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
29.2KNew |
$3.13M - $3.17M
|
29.2K
$3.15M
|
|
|
May 08, 2024
Q1 2024
|
Avid Wealth Partners LLC
San Antonio, TX |
BUY
|
- |
28.6K+ 128.51% |
$3.07M - $3.11M
|
50.8K
$5.49M
|
|
|
Apr 22, 2024
Q1 2024
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
28.1K+ 15.44% |
$3.02M - $3.06M
|
210K
$22.7M
|
|
|
May 14, 2024
Q1 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
28.1K+ 18.07% |
$3.02M - $3.06M
|
184K
$19.8M
|
|
|
May 02, 2024
Q1 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
28K+ 2.57% |
$3.01M - $3.05M
|
1.12M
$121M
|
|
|
May 07, 2024
Q1 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
27.2K+ 5.52% |
$2.92M - $2.96M
|
520K
$56.2M
|
|
|
May 15, 2024
Q1 2024
|
Kingdom Financial Group Llc.
Peoria, AZ |
BUY
|
- |
25.8K+ 22.46% |
$2.77M - $2.81M
|
141K
$15.2M
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
25.7K+ 9.62% |
$2.76M - $2.8M
|
293K
$31.7M
|
|
|
May 07, 2024
Q1 2024
|
Sofi Wealth, LLC
|
BUY
|
- |
25.7K+ 6.82% |
$2.76M - $2.8M
|
402K
$43.5M
|
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
25.7K+ 76.35% |
$2.76M - $2.79M
|
59.3K
$6.41M
|
|
|
Apr 23, 2024
Q1 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
25.3K+ 15.63% |
$2.72M - $2.75M
|
187K
$20.2M
|
|
|
May 08, 2024
Q1 2024
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
24.6K+ 13.76% |
$2.64M - $2.67M
|
203K
$22M
|
|
|
May 14, 2024
Q1 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
24.5K+ 20.15% |
$2.63M - $2.66M
|
146K
$15.8M
|
|
|
Apr 15, 2024
Q1 2024
|
Alhambra Investment Partners LLC
|
BUY
|
- |
24.2K+ 73.88% |
$2.6M - $2.63M
|
57K
$6.16M
|
|
|
Apr 11, 2024
Q1 2024
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
23.4K+ 15.57% |
$2.52M - $2.55M
|
174K
$18.8M
|
|
|
May 01, 2024
Q1 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
23.3KNew |
$2.5M - $2.53M
|
23.3K
$2.52M
|
|
|
May 13, 2024
Q1 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
23.1K+ 71.48% |
$2.49M - $2.52M
|
55.5K
$6M
|
|
|
May 14, 2024
Q1 2024
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
BUY
|
- |
23.1K+ 35.14% |
$2.48M - $2.51M
|
88.9K
$9.61M
|
|
|
May 13, 2024
Q1 2024
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
23K+ 33.13% |
$2.47M - $2.5M
|
92.4K
$9.98M
|
|
|
May 09, 2024
Q1 2024
|
Lindenwold Advisors
|
BUY
|
- |
22.9K+ 27.74% |
$2.46M - $2.49M
|
105K
$11.4M
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
22.5KNew |
$2.41M - $2.44M
|
22.5K
$2.43M
|