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 10, 2024
Q1 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
8.6K+ 23.89% |
$924K - $936K
|
44.6K
$4.83M
|
|
|
May 09, 2024
Q1 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
8.53K+ 59.96% |
$916K - $928K
|
22.8K
$2.47M
|
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
8.47KNew |
$910K - $922K
|
8.47K
$918K
|
|
|
May 13, 2024
Q1 2024
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
8.46K+ 9.03% |
$909K - $921K
|
102K
$11.1M
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
8.41K+ 31.61% |
$904K - $915K
|
35K
$3.8M
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
8.37K+ 1.54% |
$898K - $910K
|
553K
$59.9M
|
|
|
May 07, 2024
Q1 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
8.31KNew |
$892K - $903K
|
8.31K
$900K
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
8.2K+ 5.01% |
$881K - $892K
|
172K
$18.6M
|
|
|
May 03, 2024
Q1 2024
|
Coulter & Justus Financial Services, LLC
|
BUY
|
- |
8.12KNew |
$872K - $883K
|
8.12K
$880K
|
|
|
May 02, 2024
Q1 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
8.05K+ 197.72% |
$865K - $875K
|
12.1K
$1.31M
|
|
|
Apr 19, 2024
Q1 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
8.02K+ 61.44% |
$862K - $872K
|
21.1K
$2.28M
|
|
|
May 09, 2024
Q1 2024
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
7.85K+ 53.85% |
$843K - $854K
|
22.4K
$2.43M
|
|
|
Apr 25, 2024
Q1 2024
|
25 LLC
St. Louis, MO |
BUY
|
- |
7.81K+ 9.73% |
$839K - $849K
|
88.1K
$9.54M
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
7.75K+ 6.05% |
$833K - $843K
|
136K
$14.7M
|
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
7.73K+ 10.99% |
$831K - $841K
|
78.1K
$8.46M
|
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
7.72K+ 19.64% |
$829K - $840K
|
47K
$5.1M
|
|
|
Apr 19, 2024
Q1 2024
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
7.7K+ 47.25% |
$827K - $837K
|
24K
$2.6M
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
7.43K+ 3.22% |
$798K - $808K
|
238K
$25.8M
|
|
|
Apr 11, 2024
Q1 2024
|
Single Point Partners, LLC
|
BUY
|
- |
7.21K+ 5.98% |
$775K - $785K
|
128K
$13.9M
|
|
|
May 09, 2024
Q1 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
7.2K+ 16.65% |
$773K - $783K
|
50.4K
$5.47M
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
7.16K+ 1.29% |
$769K - $779K
|
563K
$61M
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
7.08KNew |
$760K - $770K
|
7.08K
$767K
|
|
|
Apr 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
7.07K+ 13.95% |
$759K - $768K
|
57.7K
$6.25M
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
7.05K+ 6.4% |
$757K - $767K
|
117K
$12.7M
|
|
|
May 10, 2024
Q1 2024
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
6.95K+ 128.22% |
$747K - $756K
|
12.4K
$1.34M
|
|
|
Apr 19, 2024
Q1 2024
|
Wealth Management Resources, Inc.
|
BUY
|
- |
6.92K+ 17.62% |
$744K - $753K
|
46.2K
$5.01M
|
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
6.83K+ 160.27% |
$734K - $743K
|
11.1K
$1.2M
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
BUY
|
- |
6.81K+ 10.01% |
$731K - $740K
|
74.8K
$8.11M
|
|
|
May 10, 2024
Q1 2024
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
6.79K+ 4.54% |
$729K - $738K
|
156K
$16.9M
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
6.72K+ 35.84% |
$722K - $731K
|
25.5K
$2.76M
|
|
|
May 02, 2024
Q1 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
6.47K+ 4.05% |
$695K - $704K
|
166K
$18M
|
|
|
May 14, 2024
Q1 2024
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
6.44K+ 1.01% |
$691K - $700K
|
642K
$69.5M
|
|
|
May 08, 2024
Q1 2024
|
Orin Green Financial, LLC
|
BUY
|
- |
6.41K+ 6.65% |
$688K - $697K
|
103K
$11.1M
|
|
|
Apr 08, 2024
Q1 2024
|
Jvl Associates LLC
|
BUY
|
- |
6.4KNew |
$687K - $696K
|
6.4K
$693K
|
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
6.37K+ 13.29% |
$684K - $693K
|
54.3K
$5.88M
|
|
|
May 14, 2024
Q1 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
6.35K+ 3.54% |
$682K - $690K
|
186K
$20.1M
|
|
|
Apr 19, 2024
Q1 2024
|
Albion Financial Group
|
BUY
|
- |
6.35K+ 13.06% |
$682K - $690K
|
54.9K
$5.95M
|
|
|
Apr 30, 2024
Q1 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
6.28KNew |
$675K - $683K
|
6.28K
$680K
|
|
|
May 13, 2024
Q1 2024
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
6.1K+ 203.33% |
$655K - $663K
|
9.1K
$986K
|
|
|
May 13, 2024
Q1 2024
|
Girard Partners Ltd.
|
BUY
|
- |
6.1K+ 6.73% |
$655K - $663K
|
96.7K
$10.5M
|
|
|
Apr 10, 2024
Q1 2024
|
Weitzel Financial Services, Inc.
|
BUY
|
- |
5.94K+ 7.65% |
$638K - $646K
|
83.5K
$9.05M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
5.93K+ 0.87% |
$637K - $645K
|
687K
$74.4M
|
|
|
Apr 01, 2024
Q1 2024
|
Appleton Partners Inc
|
BUY
|
- |
5.91KNew |
$635K - $643K
|
5.91K
$641K
|
|
|
Apr 24, 2024
Q1 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
5.91K+ 21.91% |
$635K - $643K
|
32.9K
$3.56M
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
5.9K+ 6.86% |
$634K - $642K
|
91.9K
$9.96M
|
|
|
May 07, 2024
Q1 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
5.82K+ 32.84% |
$625K - $633K
|
23.6K
$2.55M
|
|
|
May 03, 2024
Q1 2024
|
Lutz Financial Services LLC
|
BUY
|
- |
5.81K+ 2.15% |
$624K - $632K
|
277K
$30M
|
|
|
Apr 25, 2024
Q1 2024
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
5.77K+ 3.0% |
$620K - $628K
|
198K
$21.4M
|
|
|
May 14, 2024
Q1 2024
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
5.67K+ 3.43% |
$609K - $616K
|
171K
$18.5M
|
|
|
Apr 10, 2024
Q1 2024
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
5.65K+ 8.97% |
$607K - $615K
|
68.7K
$7.44M
|