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 08, 2024
Q1 2024
|
Sykon Capital LLC
Harrison, NY |
SELL
|
- |
-2.72K- 12.08% |
$292K - $296K
|
19.8K
$2.08M
|
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
SELL
|
- |
-2.83K- 30.62% |
$304K - $308K
|
6.41K
$674K
|
|
|
May 13, 2024
Q1 2024
|
Aspen Wealth Strategies, LLC
Arvada, CO |
SELL
|
- |
-2.91K- 24.24% |
$312K - $316K
|
9.09K
$956K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.93K- 2.41% |
$315K - $319K
|
119K
$12.5M
|
|
|
May 15, 2024
Q1 2024
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-2.94K- 6.09% |
$315K - $319K
|
45.2K
$4.76M
|
|
|
May 09, 2024
Q1 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-2.97K- 20.04% |
$319K - $323K
|
11.9K
$1.25M
|
|
|
Apr 16, 2024
Q1 2024
|
Traveka Wealth, LLC
San Jose, CA |
SELL
|
- |
-2.99K- 4.72% |
$321K - $325K
|
60.3K
$6.35M
|
|
|
May 13, 2024
Q1 2024
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-3.05K- 31.47% |
$327K - $331K
|
6.63K
$698K
|
|
|
Apr 22, 2024
Q1 2024
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-3.1K- 29.46% |
$333K - $337K
|
7.42K
$780K
|
|
|
May 13, 2024
Q1 2024
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-3.12K- 13.48% |
$335K - $339K
|
20K
$2.1M
|
|
|
Apr 15, 2024
Q1 2024
|
Old National Bancorp
|
SELL
|
- |
-3.17K- 16.26% |
$340K - $345K
|
16.3K
$1.72M
|
|
|
Apr 18, 2024
Q1 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-3.18K- 10.48% |
$341K - $346K
|
27.2K
$2.86M
|
|
|
May 03, 2024
Q1 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-3.2K- 28.07% |
$343K - $347K
|
8.19K
$861K
|
|
|
Apr 24, 2024
Q1 2024
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-3.21K- 3.84% |
$345K - $349K
|
80.4K
$8.45M
|
|
|
May 10, 2024
Q1 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-3.25K- 26.91% |
$349K - $353K
|
8.82K
$928K
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-3.26K- 3.27% |
$350K - $354K
|
96.4K
$10.1M
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-3.29K- 20.61% |
$353K - $357K
|
12.7K
$1.33M
|
|
|
Apr 10, 2024
Q1 2024
|
Wedmont Private Capital
|
SELL
|
- |
-3.3K- 1.6% |
$354K - $359K
|
202K
$21.3M
|
|
|
Apr 16, 2024
Q1 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-3.35K- 6.26% |
$360K - $364K
|
50.2K
$5.28M
|
|
|
Apr 24, 2024
Q1 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-3.37K- 20.58% |
$361K - $366K
|
13K
$1.37M
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-3.4K- 16.65% |
$365K - $369K
|
17K
$1.79M
|
|
|
Apr 12, 2024
Q1 2024
|
Charles Schwab Trust CO
|
SELL
|
- |
-3.47K- 9.13% |
$373K - $378K
|
34.6K
$3.64M
|
|
|
Apr 22, 2024
Q1 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-3.59K- 26.22% |
$385K - $390K
|
10.1K
$1.06M
|
|
|
Apr 25, 2024
Q1 2024
|
Life Pro Asset Management
|
SELL
|
- |
-3.66K- 14.11% |
$393K - $398K
|
22.3K
$2.34M
|
|
|
Apr 25, 2024
Q1 2024
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-3.73K- 30.26% |
$400K - $405K
|
8.59K
$903K
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-3.83K- 5.0% |
$411K - $417K
|
72.7K
$7.65M
|
|
|
Apr 10, 2024
Q1 2024
|
Conrad Siegel Investment Advisors, Inc.
|
SELL
|
- |
-3.84K- 66.85% |
$413K - $418K
|
1.91K
$200K
|
|
|
Apr 25, 2024
Q1 2024
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-3.84K- 21.84% |
$413K - $418K
|
13.7K
$1.45M
|
|
|
May 15, 2024
Q1 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-3.87K- 1.57% |
$416K - $421K
|
243K
$25.6M
|
|
|
May 15, 2024
Q1 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
SELL
|
- |
-4.08K- 63.76% |
$439K - $444K
|
2.32K
$244K
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-4.13K- 39.39% |
$443K - $449K
|
6.35K
$668K
|
|
|
May 10, 2024
Q1 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-4.31K- 22.31% |
$462K - $468K
|
15K
$1.58M
|
|
|
May 02, 2024
Q1 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-4.31K- 67.54% |
$463K - $469K
|
2.07K
$218K
|
|
|
May 15, 2024
Q1 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-4.31K- 2.82% |
$463K - $469K
|
149K
$15.7M
|
|
|
May 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-4.38K- 38.34% |
$470K - $476K
|
7.04K
$741K
|
|
|
Jan 29, 2025
Q1 2024
|
Sage Private Wealth Group, LLC
|
SELL
|
- |
-4.43K- 51.82% |
$476K - $482K
|
4.12K
$433K
|
|
|
May 15, 2024
Q1 2024
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-4.56K- 13.39% |
$490K - $496K
|
29.5K
$3.1M
|
|
|
May 13, 2024
Q1 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-4.6K- 4.21% |
$494K - $500K
|
105K
$11M
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-4.65K- 1.3% |
$499K - $506K
|
354K
$37.2M
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-4.68K- 33.13% |
$503K - $509K
|
9.45K
$994K
|
|
|
Apr 15, 2024
Q1 2024
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
SELL
|
- |
-4.9K- 53.3% |
$526K - $532K
|
4.29K
$451K
|
|
|
May 09, 2024
Q1 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-4.9K- 21.19% |
$526K - $532K
|
18.2K
$1.92M
|
|
|
May 14, 2024
Q1 2024
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-4.95K- 1.23% |
$532K - $538K
|
397K
$41.8M
|
|
|
May 06, 2024
Q1 2024
|
Amg National Trust Bank
|
SELL
|
- |
-5.11K- 2.4% |
$549K - $556K
|
208K
$21.9M
|
|
|
Apr 16, 2024
Q1 2024
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
SELL
|
- |
-5.19K- 41.05% |
$557K - $564K
|
7.45K
$783K
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-5.34K- 19.86% |
$573K - $580K
|
21.5K
$2.27M
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-5.51K- 1.09% |
$592K - $599K
|
499K
$52.5M
|
|
|
May 09, 2024
Q1 2024
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-5.55K- 2.97% |
$596K - $603K
|
181K
$19M
|
|
|
Apr 11, 2024
Q1 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-5.56K- 60.33% |
$597K - $605K
|
3.66K
$385K
|
|
|
Apr 10, 2024
Q1 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-5.92K- 7.24% |
$636K - $644K
|
75.9K
$7.98M
|