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 26, 2024
Q1 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
13.5K+ 12.57% |
$1.45M - $1.46M
|
121K
$12.7M
|
|
|
May 06, 2024
Q1 2024
|
Motive Wealth Advisors
|
BUY
|
- |
13.3K+ 34.91% |
$1.43M - $1.45M
|
51.5K
$5.42M
|
|
|
May 15, 2024
Q1 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
13.3KNew |
$1.43M - $1.45M
|
13.3K
$1.4M
|
|
|
May 08, 2024
Q1 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
13.2K+ 54.49% |
$1.42M - $1.44M
|
37.4K
$3.94M
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
13.2K+ 3.56% |
$1.42M - $1.43M
|
383K
$40.4M
|
|
|
Apr 15, 2024
Q1 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
13.1K+ 25.9% |
$1.41M - $1.42M
|
63.6K
$6.7M
|
|
|
Apr 30, 2024
Q1 2024
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
13K+ 40.83% |
$1.4M - $1.42M
|
44.9K
$4.73M
|
|
|
Apr 29, 2024
Q1 2024
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
12.8K+ 38.75% |
$1.38M - $1.39M
|
45.9K
$4.83M
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
12.7K+ 6.45% |
$1.36M - $1.38M
|
209K
$22.1M
|
|
|
May 13, 2024
Q1 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
12.6K+ 445.91% |
$1.36M - $1.38M
|
15.5K
$1.63M
|
|
|
May 01, 2024
Q1 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
12.6K+ 65.43% |
$1.35M - $1.37M
|
31.9K
$3.36M
|
|
|
Apr 24, 2024
Q1 2024
|
Detalus Advisors, LLC
|
BUY
|
- |
12.6K+ 44.87% |
$1.35M - $1.37M
|
40.7K
$4.29M
|
|
|
May 13, 2024
Q1 2024
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
12.5KNew |
$1.34M - $1.36M
|
12.5K
$1.32M
|
|
|
May 14, 2024
Q1 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
12.3K+ 33.14% |
$1.32M - $1.33M
|
49.3K
$5.19M
|
|
|
May 13, 2024
Q1 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
12.2KNew |
$1.31M - $1.32M
|
12.2K
$1.28M
|
|
|
May 15, 2024
Q1 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
12.2K+ 244.73% |
$1.31M - $1.32M
|
17.2K
$1.81M
|
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
12.2KNew |
$1.31M - $1.32M
|
12.2K
$1.28M
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
BUY
|
- |
12K+ 159.57% |
$1.29M - $1.3M
|
19.5K
$2.05M
|
|
|
May 10, 2024
Q1 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
11.9K+ 4.72% |
$1.28M - $1.29M
|
264K
$27.8M
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
11.8K+ 4.35% |
$1.26M - $1.28M
|
282K
$29.7M
|
|
|
May 14, 2024
Q1 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
11.7K+ 30.5% |
$1.26M - $1.27M
|
50.2K
$5.28M
|
|
|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
11.7KNew |
$1.26M - $1.27M
|
11.7K
$1.23M
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
11.4K+ 9.69% |
$1.23M - $1.24M
|
129K
$13.6M
|
|
|
May 10, 2024
Q1 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
11.3K+ 73.77% |
$1.21M - $1.23M
|
26.6K
$2.8M
|
|
|
May 10, 2024
Q1 2024
|
Patten & Patten Inc
|
BUY
|
- |
11.2KNew |
$1.21M - $1.22M
|
11.2K
$1.18M
|
|
|
Apr 22, 2024
Q1 2024
|
Gray Private Wealth, LLC
Canton, MA |
BUY
|
- |
11.2KNew |
$1.2M - $1.22M
|
11.2K
$1.18M
|
|
|
Apr 16, 2024
Q1 2024
|
Capital Insight Partners, LLC
|
BUY
|
- |
11.2K+ 4.78% |
$1.2M - $1.22M
|
245K
$25.8M
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
11.1K+ 121.37% |
$1.19M - $1.21M
|
20.2K
$2.13M
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
11K+ 115.23% |
$1.19M - $1.2M
|
20.6K
$2.17M
|
|
|
Apr 18, 2024
Q1 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
11K+ 7.72% |
$1.18M - $1.2M
|
154K
$16.2M
|
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
10.9K+ 33.91% |
$1.17M - $1.19M
|
43.2K
$4.55M
|
|
|
May 15, 2024
Q1 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
10.8K+ 13.62% |
$1.16M - $1.18M
|
90.1K
$9.49M
|
|
|
May 02, 2024
Q1 2024
|
Cosner Financial Group, LLC
Fort Collins, CO |
BUY
|
- |
10.6K+ 34.22% |
$1.14M - $1.15M
|
41.5K
$4.37M
|
|
|
Apr 15, 2024
Q1 2024
|
Apeiron Ria LLC
|
BUY
|
- |
10.4K+ 12.78% |
$1.12M - $1.14M
|
92.1K
$9.7M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
10.2K+ 5.97% |
$1.09M - $1.11M
|
181K
$19M
|
|
|
May 15, 2024
Q1 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
10.1K+ 2.74% |
$1.08M - $1.1M
|
379K
$39.9M
|
|
|
Apr 24, 2024
Q1 2024
|
Brown Advisory Inc
|
BUY
|
- |
9.77K+ 11.12% |
$1.05M - $1.06M
|
97.6K
$10.3M
|
|
|
Apr 23, 2024
Q1 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
9.52K+ 6.5% |
$1.02M - $1.04M
|
156K
$16.4M
|
|
|
May 02, 2024
Q1 2024
|
Graypoint LLC
|
BUY
|
- |
9.52K+ 15.08% |
$1.02M - $1.04M
|
72.6K
$7.65M
|
|
|
Apr 19, 2024
Q1 2024
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
9.51K+ 134.74% |
$1.02M - $1.03M
|
16.6K
$1.75M
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
9.45K+ 131.32% |
$1.01M - $1.03M
|
16.6K
$1.75M
|
|
|
Apr 18, 2024
Q1 2024
|
Burt Wealth Advisors
|
BUY
|
- |
9.42K+ 14.93% |
$1.01M - $1.02M
|
72.5K
$7.64M
|
|
|
May 06, 2024
Q1 2024
|
Howard Capital Management Inc.
|
BUY
|
- |
9.3KNew |
$999K - $1.01M
|
9.3K
$980K
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
9.27K+ 546.32% |
$996K - $1.01M
|
11K
$1.16M
|
|
|
May 14, 2024
Q1 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
9.22KNew |
$991K - $1M
|
9.22K
$972K
|
|
|
Aug 16, 2024
Q1 2024
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
9.1KNew |
$977K - $990K
|
9.1K
$959K
|
|
|
May 14, 2024
Q1 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
8.95K+ 39.8% |
$962K - $974K
|
31.4K
$3.31M
|
|
|
May 01, 2024
Q1 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
8.95K+ 10.79% |
$961K - $973K
|
91.8K
$9.68M
|
|
|
May 02, 2024
Q1 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
8.75K+ 14.03% |
$939K - $951K
|
71.1K
$7.49M
|
|
|
May 01, 2024
Q1 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
8.73K+ 81.17% |
$938K - $950K
|
19.5K
$2.05M
|