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 14, 2024
Q1 2024
|
Lokken Investment Group LLC
|
SELL
|
- |
-5.98K- 46.52% |
$642K - $650K
|
6.87K
$723K
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-6.15K- 60.39% |
$661K - $669K
|
4.03K
$424K
|
|
|
May 06, 2024
Q1 2024
|
Hbc Financial Services, Pllc
|
SELL
|
- |
-6.39K- 4.63% |
$687K - $695K
|
132K
$13.9M
|
|
|
Apr 17, 2024
Q1 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-6.54K- 16.71% |
$702K - $711K
|
32.6K
$3.43M
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-6.54K- 90.26% |
$703K - $712K
|
706
$74.3K
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-6.61K- 20.77% |
$710K - $718K
|
25.2K
$2.65M
|
|
|
May 13, 2024
Q1 2024
|
United Bank
Vienna, VA |
SELL
|
- |
-6.86K- 69.12% |
$736K - $746K
|
3.06K
$322K
|
|
|
May 10, 2024
Q1 2024
|
A16z Perennial Management, L.P.
Menlo Park, CA |
SELL
|
- |
-6.89K- 3.01% |
$740K - $749K
|
222K
$23.3M
|
|
|
May 15, 2024
Q1 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-6.95K- 23.01% |
$747K - $756K
|
23.3K
$2.45M
|
|
|
Apr 15, 2024
Q1 2024
|
Aspiriant, LLC
|
SELL
|
- |
-6.98K- 3.43% |
$750K - $759K
|
196K
$20.6M
|
|
|
May 14, 2024
Q1 2024
|
Stonehage Fleming Financial Services Holdings LTD
|
SELL
|
- |
-7.12K- 70.46% |
$765K - $775K
|
2.99K
$314K
|
|
|
May 15, 2024
Q1 2024
|
Clifford Group, LLC
Wayland, MA |
SELL
|
- |
-7.32K- 15.52% |
$787K - $797K
|
39.9K
$4.19M
|
|
|
Apr 01, 2024
Q1 2024
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-7.54K- 4.57% |
$810K - $820K
|
157K
$16.6M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-7.58K- 98.78% |
$814K - $825K
|
94
$9.89K
|
|
|
Apr 12, 2024
Q1 2024
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-7.62K- 48.09% |
$819K - $829K
|
8.23K
$865K
|
|
|
May 09, 2024
Q1 2024
|
Chesapeake Capital Corp /Il/
Richmond, VA |
SELL
|
- |
-7.82K- 25.7% |
$840K - $851K
|
22.6K
$2.38M
|
|
|
May 03, 2024
Q1 2024
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-8.11K- 67.46% |
$872K - $882K
|
3.91K
$412K
|
|
|
May 08, 2024
Q1 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-8.23K- 20.08% |
$884K - $895K
|
32.8K
$3.45M
|
|
|
Apr 26, 2024
Q1 2024
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-8.37K- 29.11% |
$899K - $911K
|
20.4K
$2.14M
|
|
|
May 14, 2024
Q1 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-8.57K- 2.47% |
$921K - $932K
|
338K
$35.6M
|
|
|
May 01, 2024
Q1 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-8.81K- 14.31% |
$946K - $958K
|
52.7K
$5.55M
|
|
|
Apr 12, 2024
Q1 2024
|
Austin Private Wealth, LLC
|
SELL
|
- |
-8.83K- 2.66% |
$948K - $960K
|
323K
$34M
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO
|
SELL
|
- |
-8.93K- 46.55% |
$959K - $971K
|
10.3K
$1.08M
|
|
|
May 10, 2024
Q1 2024
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-9.02K- 4.93% |
$969K - $981K
|
174K
$18.3M
|
|
|
Apr 25, 2024
Q1 2024
|
Financial Insights, Inc.
|
SELL
|
- |
-9.13K- 19.41% |
$981K - $993K
|
37.9K
$3.99M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-9.59K- 3.63% |
$1.03M - $1.04M
|
254K
$26.7M
|
|
|
Apr 18, 2024
Q1 2024
|
Myecfo, LLC
La Jolla, CA |
SELL
|
- |
-9.77K- 21.92% |
$1.05M - $1.06M
|
34.8K
$3.66M
|
|
|
May 13, 2024
Q1 2024
|
Davidson Investment Advisors
|
SELL
|
- |
-10.2K- 14.41% |
$1.09M - $1.11M
|
60.5K
$6.37M
|
|
|
Apr 11, 2024
Q1 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-10.6K- 15.02% |
$1.14M - $1.16M
|
60.2K
$6.33M
|
|
|
May 14, 2024
Q1 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-10.8K- 16.04% |
$1.16M - $1.17M
|
56.4K
$5.94M
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-11.1K- 54.43% |
$1.19M - $1.21M
|
9.31K
$979K
|
|
|
Apr 10, 2024
Q1 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-11.7K- 6.62% |
$1.26M - $1.27M
|
165K
$17.4M
|
|
|
Apr 22, 2024
Q1 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-12K- 27.47% |
$1.29M - $1.3M
|
31.6K
$3.33M
|
|
|
Apr 03, 2024
Q1 2024
|
Stairway Partners, LLC
|
SELL
|
- |
-12.4K- 7.72% |
$1.33M - $1.35M
|
148K
$15.5M
|
|
|
May 15, 2024
Q1 2024
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-12.8K- 6.29% |
$1.38M - $1.39M
|
191K
$20.1M
|
|
|
Apr 17, 2024
Q1 2024
|
Private Ocean, LLC
|
SELL
|
- |
-12.9K- 14.4% |
$1.38M - $1.4M
|
76.4K
$8.04M
|
|
|
May 15, 2024
Q1 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-13.3K- 36.21% |
$1.43M - $1.44M
|
23.4K
$2.46M
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-13.5K- 5.83% |
$1.45M - $1.47M
|
218K
$23M
|
|
|
Apr 24, 2024
Q1 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-14.5K- 36.99% |
$1.55M - $1.57M
|
24.6K
$2.59M
|
|
|
Apr 23, 2024
Q1 2024
|
Regions Financial Corp
|
SELL
|
- |
-15K- 6.67% |
$1.62M - $1.64M
|
211K
$22.2M
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-15.9K- 2.51% |
$1.71M - $1.73M
|
618K
$65M
|
|
|
May 13, 2024
Q1 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-16K- 12.11% |
$1.71M - $1.74M
|
116K
$12.2M
|
|
|
Apr 30, 2024
Q1 2024
|
Elm Partners Management LLC
|
SELL
|
- |
-16K- 10.77% |
$1.72M - $1.74M
|
133K
$13.9M
|
|
|
Apr 22, 2024
Q1 2024
|
4 J Wealth Management LLC
|
SELL
|
- |
-16.3K- 60.81% |
$1.75M - $1.78M
|
10.5K
$1.11M
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-16.3K- 1.98% |
$1.75M - $1.78M
|
807K
$84.8M
|
|
|
Apr 17, 2024
Q1 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-16.4K- 17.48% |
$1.76M - $1.78M
|
77.4K
$8.14M
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-16.7K- 31.34% |
$1.79M - $1.82M
|
36.6K
$3.85M
|
|
|
May 15, 2024
Q1 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-17.2K- 83.01% |
$1.84M - $1.87M
|
3.51K
$370K
|
|
|
Apr 19, 2024
Q1 2024
|
Advisor Resource Council
|
SELL
|
- |
-17.4K- 80.34% |
$1.87M - $1.89M
|
4.26K
$448K
|
|
|
May 06, 2024
Q1 2024
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
SELL
|
- |
-17.7K- 68.98% |
$1.9M - $1.92M
|
7.94K
$836K
|