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
|
Lindenwold Advisors
|
BUY
|
- |
22.9K+ 27.74% |
$2.46M - $2.49M
|
105K
$11.3M
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
22.5KNew |
$2.41M - $2.44M
|
22.5K
$2.42M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
22.1KNew |
$2.38M - $2.41M
|
22.1K
$2.38M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
21.5K+ 13.58% |
$2.31M - $2.34M
|
180K
$19.4M
|
|
|
Apr 15, 2024
Q1 2024
|
Cx Institutional
|
BUY
|
- |
21.5K+ 13.48% |
$2.31M - $2.34M
|
181K
$19.5M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
21.3K+ 22.75% |
$2.29M - $2.32M
|
115K
$12.4M
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
20.9K+ 9.28% |
$2.25M - $2.27M
|
246K
$26.5M
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
BUY
|
- |
20.9K+ 11.52% |
$2.24M - $2.27M
|
202K
$21.7M
|
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
20.8K+ 2.0% |
$2.23M - $2.26M
|
1.06M
$114M
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
20.3K+ 11.64% |
$2.18M - $2.21M
|
195K
$21M
|
|
|
Apr 17, 2024
Q1 2024
|
Trinity Wealth Management, LLC
|
BUY
|
- |
20.2K+ 44.56% |
$2.17M - $2.2M
|
65.5K
$7.05M
|
|
|
Apr 01, 2024
Q1 2024
|
Confluence Investment Management LLC
|
BUY
|
- |
19.8KNew |
$2.12M - $2.15M
|
19.8K
$2.13M
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
19.6K+ 1.46% |
$2.11M - $2.13M
|
1.36M
$147M
|
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
19.5K+ 21.58% |
$2.09M - $2.12M
|
110K
$11.8M
|
|
|
May 08, 2024
Q1 2024
|
Ledyard National Bank
|
BUY
|
- |
19.4K+ 10.66% |
$2.08M - $2.11M
|
201K
$21.6M
|
|
|
May 03, 2024
Q1 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
19.3K+ 12.85% |
$2.07M - $2.1M
|
169K
$18.2M
|
|
|
May 13, 2024
Q1 2024
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
19.1K+ 599.18% |
$2.05M - $2.07M
|
22.3K
$2.4M
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
18.3K+ 157.22% |
$1.96M - $1.99M
|
29.9K
$3.22M
|
|
|
May 14, 2024
Q1 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
18.2K+ 44.64% |
$1.95M - $1.98M
|
58.9K
$6.34M
|
|
|
May 08, 2024
Q1 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
18.1K+ 2.9% |
$1.95M - $1.97M
|
642K
$69.1M
|
|
|
May 10, 2024
Q1 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
18.1K+ 68.3% |
$1.94M - $1.97M
|
44.6K
$4.81M
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
18K+ 1.93% |
$1.93M - $1.96M
|
951K
$102M
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
17.9K+ 219.26% |
$1.93M - $1.95M
|
26.1K
$2.81M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
17.9K+ 9.79% |
$1.92M - $1.95M
|
201K
$21.6M
|
|
|
Apr 10, 2024
Q1 2024
|
Apella Capital, LLC
|
BUY
|
- |
17.8K+ 8.71% |
$1.91M - $1.94M
|
222K
$23.9M
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
17.7K+ 1.3% |
$1.9M - $1.92M
|
1.38M
$148M
|
|
|
Apr 11, 2024
Q1 2024
|
Executive Wealth Group LLC
Kirkland, WA |
BUY
|
- |
17.6K+ 200.63% |
$1.89M - $1.92M
|
26.4K
$2.85M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
17.3K+ 1.15% |
$1.86M - $1.88M
|
1.52M
$163M
|
|
|
Apr 15, 2024
Q1 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
17.1K+ 11.31% |
$1.84M - $1.86M
|
168K
$18.1M
|
|
|
Apr 19, 2024
Q1 2024
|
Veery Capital, LLC
|
BUY
|
- |
16.5K+ 21.36% |
$1.77M - $1.79M
|
93.7K
$10.1M
|
|
|
May 03, 2024
Q1 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
16.4K+ 82.2% |
$1.76M - $1.78M
|
36.4K
$3.92M
|
|
|
May 14, 2024
Q1 2024
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
15.6KNew |
$1.68M - $1.7M
|
15.6K
$1.68M
|
|
|
May 14, 2024
Q1 2024
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
15.6K+ 9.98% |
$1.68M - $1.7M
|
172K
$18.5M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
15.5K+ 36.32% |
$1.66M - $1.69M
|
58.2K
$6.27M
|
|
|
Jun 10, 2024
Q1 2024
|
Hamilton Wealth, LLC
|
BUY
|
- |
15.3K+ 109.93% |
$1.64M - $1.66M
|
29.2K
$3.15M
|
|
|
May 15, 2024
Q1 2024
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
15KNew |
$1.61M - $1.63M
|
15K
$1.61M
|
|
|
May 07, 2024
Q1 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
14.9K+ 49.47% |
$1.6M - $1.62M
|
45.1K
$4.85M
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
14.7K+ 17.16% |
$1.58M - $1.6M
|
100K
$10.8M
|
|
|
Apr 22, 2024
Q1 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
14.7K+ 152.95% |
$1.57M - $1.59M
|
24.2K
$2.61M
|
|
|
Apr 29, 2024
Q1 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
14.5K+ 74.21% |
$1.56M - $1.58M
|
34.1K
$3.67M
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
14.4K+ 2.52% |
$1.55M - $1.57M
|
586K
$63.1M
|
|
|
May 08, 2024
Q1 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
14.1K+ 43.74% |
$1.52M - $1.54M
|
46.4K
$5M
|
|
|
Apr 22, 2024
Q1 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
14K+ 19.32% |
$1.5M - $1.52M
|
86.5K
$9.32M
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
13.9K+ 76.81% |
$1.49M - $1.51M
|
32K
$3.45M
|
|
|
Apr 15, 2024
Q1 2024
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
13.9K+ 7.34% |
$1.49M - $1.51M
|
203K
$21.8M
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
13.8K+ 8.31% |
$1.48M - $1.5M
|
180K
$19.4M
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
13.7K+ 1.42% |
$1.47M - $1.49M
|
981K
$106M
|
|
|
Apr 17, 2024
Q1 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
13.6K+ 8.34% |
$1.46M - $1.48M
|
177K
$19M
|
|
|
May 02, 2024
Q1 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
13.6K+ 7.16% |
$1.46M - $1.48M
|
204K
$21.9M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
13.5K+ 17.23% |
$1.45M - $1.47M
|
91.7K
$9.87M
|