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
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
2.73K+ 4.57% |
$293K - $297K
|
62.5K
$6.77M
|
|
|
Apr 19, 2024
Q1 2024
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
2.73K+ 1.52% |
$293K - $296K
|
182K
$19.8M
|
|
|
Apr 15, 2024
Q1 2024
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
2.7K+ 5.58% |
$290K - $293K
|
51K
$5.53M
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
2.69K+ 4.2% |
$289K - $293K
|
66.8K
$7.23M
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
BUY
|
- |
2.69K+ 2.86% |
$289K - $292K
|
96.8K
$10.5M
|
|
|
May 14, 2024
Q1 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
2.65K+ 72.31% |
$285K - $289K
|
6.32K
$685K
|
|
|
May 02, 2024
Q1 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
2.65KNew |
$285K - $288K
|
2.65K
$287K
|
|
|
Apr 11, 2024
Q1 2024
|
West Financial Advisors, LLC
|
BUY
|
- |
2.65K+ 39.47% |
$284K - $288K
|
9.35K
$1.01M
|
|
|
Apr 29, 2024
Q1 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
2.65KNew |
$284K - $288K
|
2.65K
$287K
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
2.64K+ 13.47% |
$284K - $287K
|
22.3K
$2.41M
|
|
|
May 07, 2024
Q1 2024
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
2.61KNew |
$281K - $284K
|
2.61K
$283K
|
|
|
May 02, 2024
Q1 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
2.6KNew |
$279K - $283K
|
2.6K
$282K
|
|
|
Apr 25, 2024
Q1 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
2.59KNew |
$279K - $282K
|
2.59K
$281K
|
|
|
Apr 15, 2024
Q1 2024
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
2.58K+ 44.36% |
$277K - $281K
|
8.4K
$910K
|
|
|
May 14, 2024
Q1 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
2.56KNew |
$275K - $279K
|
2.56K
$278K
|
|
|
May 01, 2024
Q1 2024
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
2.56K+ 5.95% |
$275K - $278K
|
45.6K
$4.94M
|
|
|
May 10, 2024
Q1 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
2.55K+ 21.12% |
$273K - $277K
|
14.6K
$1.58M
|
|
|
May 10, 2024
Q1 2024
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
2.5K+ 8.06% |
$268K - $271K
|
33.5K
$3.63M
|
|
|
Apr 29, 2024
Q1 2024
|
Kanawha Capital Management LLC
|
BUY
|
- |
2.46KNew |
$264K - $267K
|
2.46K
$266K
|
|
|
Aug 28, 2024
Q1 2024
|
Farmers National Bank
Danville, KY |
BUY
|
- |
2.44K+ 118.53% |
$262K - $265K
|
4.49K
$487K
|
|
|
Apr 30, 2024
Q1 2024
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
2.42K+ 29.31% |
$260K - $263K
|
10.7K
$1.16M
|
|
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
BUY
|
- |
2.42KNew |
$260K - $263K
|
2.42K
$262K
|
|
|
May 03, 2024
Q1 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
2.4K+ 5.37% |
$258K - $261K
|
47.2K
$5.11M
|
|
|
May 02, 2024
Q1 2024
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
2.4KNew |
$258K - $261K
|
2.4K
$260K
|
|
|
Apr 26, 2024
Q1 2024
|
First National Trust CO
|
BUY
|
- |
2.39K+ 3.85% |
$257K - $260K
|
64.4K
$6.98M
|
|
|
Apr 24, 2024
Q1 2024
|
Presidio Capital Management, LLC
|
BUY
|
- |
2.37K+ 110.98% |
$254K - $257K
|
4.5K
$487K
|
|
|
May 08, 2024
Q1 2024
|
Ieq Capital, LLC
|
BUY
|
- |
2.35KNew |
$252K - $255K
|
2.35K
$254K
|
|
|
Apr 29, 2024
Q1 2024
|
Capital Advisors Inc
|
BUY
|
- |
2.31KNew |
$248K - $251K
|
2.31K
$250K
|
|
|
Apr 11, 2024
Q1 2024
|
Moller Financial Services
|
BUY
|
- |
2.3K+ 3.47% |
$247K - $250K
|
68.7K
$7.44M
|
|
|
May 24, 2024
Q1 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
2.3K+ 46.33% |
$247K - $250K
|
7.26K
$787K
|
|
|
May 07, 2024
Q1 2024
|
Anson Capital, Inc.
|
BUY
|
- |
2.29KNew |
$246K - $249K
|
2.29K
$248K
|
|
|
May 08, 2024
Q1 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
2.29KNew |
$246K - $249K
|
2.29K
$248K
|
|
|
Apr 17, 2024
Q1 2024
|
Ironwood Wealth Management, Llc.
|
BUY
|
- |
2.28K+ 2.72% |
$245K - $248K
|
86.3K
$9.35M
|
|
|
Apr 16, 2024
Q1 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
BUY
|
- |
2.27K+ 8.76% |
$243K - $246K
|
28.1K
$3.05M
|
|
|
May 03, 2024
Q1 2024
|
Petix & Botte CO
|
BUY
|
- |
2.24KNew |
$241K - $244K
|
2.24K
$243K
|
|
|
Apr 29, 2024
Q1 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
2.24K+ 6.93% |
$241K - $244K
|
34.6K
$3.74M
|
|
|
Apr 12, 2024
Q1 2024
|
Cypress Financial Planning LLC
|
BUY
|
- |
2.22KNew |
$238K - $241K
|
2.22K
$240K
|
|
|
May 15, 2024
Q1 2024
|
Waterford Advisors, LLC
Orchard Park, NY |
BUY
|
- |
2.17K+ 3.53% |
$233K - $236K
|
63.6K
$6.89M
|
|
|
Apr 24, 2024
Q1 2024
|
Hms Capital Management, LLC
|
BUY
|
- |
2.15K+ 90.59% |
$231K - $233K
|
4.52K
$489K
|
|
|
Apr 29, 2024
Q1 2024
|
Lansing Street Advisors
|
BUY
|
- |
2.14K+ 30.3% |
$230K - $233K
|
9.21K
$998K
|
|
|
Apr 10, 2024
Q1 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
2.13KNew |
$229K - $231K
|
2.13K
$231K
|
|
|
Apr 11, 2024
Q1 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
2.13K+ 12.0% |
$228K - $231K
|
19.9K
$2.15M
|
|
|
Apr 24, 2024
Q1 2024
|
Zhang Financial LLC
|
BUY
|
- |
2.09K+ 6.32% |
$225K - $228K
|
35.2K
$3.82M
|
|
|
Apr 25, 2024
Q1 2024
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
2.08K+ 2.87% |
$224K - $226K
|
74.5K
$8.08M
|
|
|
Apr 04, 2024
Q1 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
2.08KNew |
$223K - $226K
|
2.08K
$225K
|
|
|
Apr 25, 2024
Q1 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
2.07K+ 12.7% |
$222K - $225K
|
18.3K
$1.99M
|
|
|
Apr 15, 2024
Q1 2024
|
Manning & Napier Group, LLC
|
BUY
|
- |
2.06K+ 0.47% |
$221K - $224K
|
441K
$47.8M
|
|
|
Apr 29, 2024
Q1 2024
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
2.05K+ 3.5% |
$220K - $223K
|
60.7K
$6.58M
|
|
|
May 13, 2024
Q1 2024
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
2.02KNew |
$217K - $220K
|
2.02K
$219K
|
|
|
Aug 14, 2024
Q1 2024
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
2.01KNew |
$216K - $219K
|
2.01K
$218K
|