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 05, 2024
Q1 2024
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-1.65K- 6.04% |
$177K - $179K
|
25.6K
$2.7M
|
|
|
May 14, 2024
Q1 2024
|
Accredited Investors Inc.
|
SELL
|
- |
-1.65K- 16.9% |
$177K - $180K
|
8.12K
$854K
|
|
|
May 15, 2024
Q1 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-1.68K- 1.76% |
$180K - $182K
|
93.8K
$9.87M
|
|
|
Jan 21, 2025
Q1 2024
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
SELL
|
- |
-1.71K- 18.24% |
$183K - $185K
|
7.65K
$804K
|
|
|
May 14, 2024
Q1 2024
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-1.71K- 43.73% |
$183K - $186K
|
2.2K
$231K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-1.72K- 57.5% |
$185K - $187K
|
1.27K
$134K
|
|
|
Jan 27, 2025
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-1.72K- 28.71% |
$185K - $187K
|
4.28K
$450K
|
|
|
Apr 18, 2024
Q1 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-1.86K- 9.21% |
$200K - $203K
|
18.4K
$1.93M
|
|
|
Apr 24, 2024
Q1 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-1.9K- 28.49% |
$204K - $206K
|
4.76K
$500K
|
|
|
Apr 12, 2024
Q1 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-1.9K- 8.46% |
$205K - $207K
|
20.6K
$2.17M
|
|
|
Apr 12, 2024
Q1 2024
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-1.92K- 5.33% |
$207K - $209K
|
34.2K
$3.6M
|
|
|
Apr 24, 2024
Q1 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-1.95K- 0.65% |
$209K - $212K
|
300K
$31.5M
|
|
|
May 01, 2024
Q1 2024
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-1.97K- 32.95% |
$211K - $214K
|
4K
$421K
|
|
|
May 14, 2024
Q1 2024
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-1.97K- 41.47% |
$211K - $214K
|
2.78K
$292K
|
|
|
Apr 09, 2024
Q1 2024
|
Act Wealth Management, LLC
|
SELL
|
- |
-2K- 33.19% |
$215K - $218K
|
4.03K
$423K
|
|
|
Apr 15, 2024
Q1 2024
|
Cumberland Advisors Inc
|
SELL
|
- |
-2.01K- 42.23% |
$216K - $219K
|
2.75K
$289K
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
SELL
|
- |
-2.04K- 66.39% |
$219K - $221K
|
1.03K
$108K
|
|
|
May 10, 2024
Q1 2024
|
G2 Capital Management, LLC
Columbus, OH |
SELL
|
- |
-2.05K- 0.7% |
$220K - $222K
|
291K
$30.6M
|
|
|
May 06, 2024
Q1 2024
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-2.11K- 11.89% |
$227K - $230K
|
15.6K
$1.65M
|
|
|
May 09, 2024
Q1 2024
|
Investment Management Associates Inc
|
SELL
|
- |
-2.13K- 6.02% |
$228K - $231K
|
33.2K
$3.49M
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-2.15K- 22.65% |
$231K - $234K
|
7.34K
$773K
|
|
|
May 15, 2024
Q1 2024
|
Wunderlich Capital Managemnt
Memphis, TN |
SELL
|
- |
-2.15K- 6.33% |
$231K - $234K
|
31.9K
$3.35M
|
|
|
May 09, 2024
Q1 2024
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-2.17K- 15.92% |
$233K - $235K
|
11.4K
$1.2M
|
|
|
Apr 29, 2024
Q1 2024
|
Meritage Portfolio Management
|
SELL
|
- |
-2.17K- 10.45% |
$233K - $236K
|
18.6K
$1.95M
|
|
|
Apr 18, 2024
Q1 2024
|
Financial Life Advisors
|
SELL
|
- |
-2.18K- 4.0% |
$234K - $237K
|
52.2K
$5.49M
|
|
|
Apr 17, 2024
Q1 2024
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-2.19K- 8.09% |
$235K - $238K
|
24.8K
$2.61M
|
|
|
Apr 10, 2024
Q1 2024
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-2.19K- 13.2% |
$235K - $238K
|
14.4K
$1.51M
|
|
|
Apr 18, 2024
Q1 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-2.19K- 2.6% |
$235K - $238K
|
82.2K
$8.64M
|
|
|
May 14, 2024
Q1 2024
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-2.21K- 43.59% |
$238K - $241K
|
2.86K
$301K
|
|
|
Apr 25, 2024
Q1 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-2.22K- 13.92% |
$239K - $242K
|
13.7K
$1.45M
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-2.29K- 5.19% |
$246K - $249K
|
41.8K
$4.39M
|
|
|
May 15, 2024
Q1 2024
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-2.33K- 24.93% |
$250K - $254K
|
7.02K
$739K
|
|
|
Apr 29, 2024
Q1 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-2.36K- 27.92% |
$253K - $257K
|
6.09K
$641K
|
|
|
May 10, 2024
Q1 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-2.37K- 11.25% |
$254K - $257K
|
18.7K
$1.96M
|
|
|
Apr 15, 2024
Q1 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-2.37K- 7.7% |
$255K - $258K
|
28.4K
$2.99M
|
|
|
May 07, 2024
Q1 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
SELL
|
- |
-2.38K- 52.71% |
$256K - $259K
|
2.14K
$225K
|
|
|
May 15, 2024
Q1 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.42K- 4.05% |
$259K - $263K
|
57.1K
$6.01M
|
|
|
May 15, 2024
Q1 2024
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-2.44K- 54.43% |
$262K - $265K
|
2.04K
$215K
|
|
|
Apr 23, 2024
Q1 2024
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-2.45K- 9.53% |
$263K - $266K
|
23.2K
$2.44M
|
|
|
Apr 17, 2024
Q1 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-2.45K- 2.54% |
$263K - $266K
|
93.9K
$9.88M
|
|
|
May 15, 2024
Q1 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
SELL
|
- |
-2.47K- 55.01% |
$265K - $269K
|
2.02K
$213K
|
|
|
May 10, 2024
Q1 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-2.49K- 46.67% |
$268K - $271K
|
2.85K
$300K
|
|
|
Apr 17, 2024
Q1 2024
|
Helen Stephens Group, LLC
|
SELL
|
- |
-2.5K- 12.21% |
$268K - $271K
|
17.9K
$1.89M
|
|
|
May 10, 2024
Q1 2024
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-2.52K- 10.03% |
$271K - $274K
|
22.6K
$2.38M
|
|
|
May 14, 2024
Q1 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-2.54K- 13.42% |
$273K - $276K
|
16.4K
$1.73M
|
|
|
May 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-2.57K- 10.83% |
$276K - $279K
|
21.2K
$2.22M
|
|
|
Apr 15, 2024
Q1 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-2.63K- 35.42% |
$282K - $285K
|
4.79K
$503K
|
|
|
Apr 02, 2024
Q1 2024
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-2.64K- 8.77% |
$284K - $287K
|
27.5K
$2.89M
|
|
|
May 14, 2024
Q1 2024
|
German American Bancorp, Inc.
Jasper, IN |
SELL
|
- |
-2.66K- 2.91% |
$285K - $289K
|
88.6K
$9.32M
|
|
|
Apr 11, 2024
Q1 2024
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-2.67K- 4.27% |
$286K - $290K
|
59.8K
$6.29M
|