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
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
4.08K+ 5.82% |
$439K - $444K
|
74.2K
$8M
|
|
|
May 02, 2024
Q1 2024
|
Welch & Forbes LLC
|
BUY
|
- |
4.02KNew |
$432K - $437K
|
4.02K
$433K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
4K+ 123.34% |
$430K - $435K
|
7.24K
$780K
|
|
|
May 13, 2024
Q1 2024
|
First American Trust, Fsb
|
BUY
|
- |
3.95K+ 16.65% |
$424K - $429K
|
27.7K
$2.98M
|
|
|
May 13, 2024
Q1 2024
|
Retirement Capital Strategies
|
BUY
|
- |
3.94K+ 4.78% |
$423K - $429K
|
86.4K
$9.3M
|
|
|
May 02, 2024
Q1 2024
|
Horan Securities, Inc.
|
BUY
|
- |
3.92K+ 41.52% |
$421K - $427K
|
13.4K
$1.44M
|
|
|
Oct 09, 2024
Q1 2024
|
Martel Wealth Advisors Inc
Vancouver, WA |
BUY
|
- |
3.85K+ 4.8% |
$414K - $419K
|
84K
$9.05M
|
|
|
May 03, 2024
Q1 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
3.82K+ 65.6% |
$411K - $416K
|
9.65K
$1.04M
|
|
|
Apr 30, 2024
Q1 2024
|
Derbend Asset Management
|
BUY
|
- |
3.77K+ 54.35% |
$405K - $410K
|
10.7K
$1.15M
|
|
|
Apr 12, 2024
Q1 2024
|
Exchange Bank
Santa Rosa, CA |
BUY
|
- |
3.76K+ 8.67% |
$404K - $409K
|
47.2K
$5.08M
|
|
|
Apr 17, 2024
Q1 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
3.73K+ 12.71% |
$400K - $405K
|
33.1K
$3.56M
|
|
|
Apr 15, 2024
Q1 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
3.71K+ 4.66% |
$398K - $403K
|
83.2K
$8.96M
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
3.68K+ 21.17% |
$395K - $400K
|
21K
$2.27M
|
|
|
Apr 25, 2024
Q1 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
3.58K+ 33.04% |
$384K - $389K
|
14.4K
$1.55M
|
|
|
Apr 29, 2024
Q1 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
3.57K+ 5.58% |
$384K - $389K
|
67.6K
$7.28M
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
3.56K+ 21.03% |
$383K - $387K
|
20.5K
$2.21M
|
|
|
May 13, 2024
Q1 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
3.56K+ 6.49% |
$383K - $387K
|
58.4K
$6.29M
|
|
|
May 08, 2024
Q1 2024
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
3.54KNew |
$380K - $385K
|
3.54K
$381K
|
|
|
Apr 08, 2024
Q1 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
3.53KNew |
$379K - $384K
|
3.53K
$380K
|
|
|
May 06, 2024
Q1 2024
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
3.5K+ 34.89% |
$376K - $381K
|
13.5K
$1.46M
|
|
|
Apr 15, 2024
Q1 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
3.41K+ 122.49% |
$366K - $371K
|
6.19K
$667K
|
|
|
Apr 09, 2024
Q1 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
3.38KNew |
$363K - $367K
|
3.38K
$364K
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
3.34K+ 5.73% |
$359K - $364K
|
61.7K
$6.64M
|
|
|
May 03, 2024
Q1 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
3.34K+ 54.34% |
$359K - $363K
|
9.49K
$1.02M
|
|
|
May 09, 2024
Q1 2024
|
Bright Financial Advisors, Inc.
Portage, MI |
BUY
|
- |
3.3KNew |
$354K - $358K
|
3.3K
$355K
|
|
|
Apr 25, 2024
Q1 2024
|
Tnf LLC
|
BUY
|
- |
3.29K+ 6.96% |
$354K - $358K
|
50.6K
$5.45M
|
|
|
May 06, 2024
Q1 2024
|
Hoge Financial Services, LLC
Canonsburg, PA |
BUY
|
- |
3.24K+ 12.26% |
$348K - $352K
|
29.7K
$3.2M
|
|
|
Apr 10, 2024
Q1 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
3.22K+ 5.71% |
$346K - $351K
|
59.6K
$6.42M
|
|
|
Apr 15, 2024
Q1 2024
|
Kwmg, LLC
|
BUY
|
- |
3.19K+ 12.55% |
$343K - $347K
|
28.6K
$3.08M
|
|
|
May 10, 2024
Q1 2024
|
Alley Investment Management Company, LLC
|
BUY
|
- |
3.19K+ 2.88% |
$343K - $347K
|
114K
$12.3M
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
3.17K+ 26.17% |
$340K - $345K
|
15.3K
$1.65M
|
|
|
Apr 12, 2024
Q1 2024
|
True North Advisors, LLC
|
BUY
|
- |
3.09KNew |
$332K - $336K
|
3.09K
$333K
|
|
|
May 10, 2024
Q1 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
3.04K+ 6.51% |
$327K - $331K
|
49.7K
$5.36M
|
|
|
May 10, 2024
Q1 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
3.04K+ 54.77% |
$326K - $331K
|
8.59K
$925K
|
|
|
May 14, 2024
Q1 2024
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
3.04K+ 8.87% |
$326K - $330K
|
37.3K
$4.01M
|
|
|
May 07, 2024
Q1 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
3.03K+ 6.48% |
$326K - $330K
|
49.9K
$5.37M
|
|
|
Apr 15, 2024
Q1 2024
|
Safir Wealth Advisors, LLC
|
BUY
|
- |
3.01K+ 18.55% |
$323K - $327K
|
19.2K
$2.07M
|
|
|
Apr 15, 2024
Q1 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
3K+ 2.68% |
$322K - $326K
|
115K
$12.4M
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
3KNew |
$322K - $326K
|
3K
$323K
|
|
|
May 03, 2024
Q1 2024
|
Forte Asset Management LLC
|
BUY
|
- |
2.93K+ 13.04% |
$315K - $319K
|
25.4K
$2.74M
|
|
|
May 09, 2024
Q1 2024
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
2.91K+ 2.47% |
$313K - $317K
|
121K
$13M
|
|
|
Apr 17, 2024
Q1 2024
|
Rhs Financial, LLC
|
BUY
|
- |
2.89KNew |
$310K - $314K
|
2.89K
$311K
|
|
|
May 06, 2024
Q1 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
2.87K+ 9.88% |
$308K - $312K
|
31.9K
$3.44M
|
|
|
May 13, 2024
Q1 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
2.86KNew |
$307K - $311K
|
2.86K
$308K
|
|
|
May 14, 2024
Q1 2024
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
2.84K+ 3.38% |
$305K - $309K
|
87K
$9.36M
|
|
|
Apr 22, 2024
Q1 2024
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
2.83K+ 8.16% |
$303K - $307K
|
37.4K
$4.03M
|
|
|
Apr 17, 2024
Q1 2024
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
2.81K+ 89.91% |
$302K - $305K
|
5.93K
$639K
|
|
|
Apr 19, 2024
Q1 2024
|
Leeward Financial Partners, LLC
|
BUY
|
- |
2.81K+ 11.09% |
$301K - $305K
|
28.1K
$3.03M
|
|
|
Apr 29, 2024
Q1 2024
|
Cornerstone Investment Partners, LLC
|
BUY
|
- |
2.8K+ 37.28% |
$301K - $305K
|
10.3K
$1.11M
|
|
|
May 09, 2024
Q1 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
2.78K+ 4.52% |
$299K - $303K
|
64.3K
$6.93M
|