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 12, 2024
Q1 2024
|
Columbia Advisory Partners LLC
|
BUY
|
- |
1.99KNew |
$214K - $217K
|
1.99K
$215K
|
|
|
Apr 16, 2024
Q1 2024
|
Five Oceans Advisors
|
BUY
|
- |
1.99KNew |
$213K - $216K
|
1.99K
$215K
|
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
BUY
|
- |
1.96K+ 19.27% |
$210K - $213K
|
12.1K
$1.31M
|
|
|
May 10, 2024
Q1 2024
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
1.94KNew |
$208K - $211K
|
1.94K
$210K
|
|
|
Apr 29, 2024
Q1 2024
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
1.94KNew |
$208K - $211K
|
1.94K
$210K
|
|
|
Apr 12, 2024
Q1 2024
|
Retirement Planning Group
|
BUY
|
- |
1.89KNew |
$203K - $206K
|
1.89K
$205K
|
|
|
Apr 22, 2024
Q1 2024
|
Xcel Wealth Management, LLC
|
BUY
|
- |
1.89KNew |
$203K - $206K
|
1.89K
$204K
|
|
|
Apr 25, 2024
Q1 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
1.89KNew |
$203K - $206K
|
1.89K
$204K
|
|
|
May 03, 2024
Q1 2024
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
1.89KNew |
$203K - $206K
|
1.89K
$204K
|
|
|
May 10, 2024
Q1 2024
|
Cook Wealth Management Group LLC
Raleigh, NC |
BUY
|
- |
1.87K+ 1.94% |
$201K - $204K
|
98.7K
$10.7M
|
|
|
Apr 17, 2024
Q1 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
1.87K+ 16.73% |
$201K - $203K
|
13.1K
$1.41M
|
|
|
May 06, 2024
Q1 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
1.8K+ 10.62% |
$193K - $196K
|
18.7K
$2.03M
|
|
|
Apr 26, 2024
Q1 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
1.79K+ 13.35% |
$193K - $195K
|
15.2K
$1.65M
|
|
|
May 10, 2024
Q1 2024
|
Mount Lucas Management LP
Newtown, PA |
BUY
|
- |
1.72K+ 34.44% |
$185K - $187K
|
6.71K
$725K
|
|
|
Apr 16, 2024
Q1 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
1.7K+ 4.71% |
$182K - $185K
|
37.7K
$4.08M
|
|
|
May 13, 2024
Q1 2024
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
1.69K+ 2.3% |
$181K - $183K
|
75K
$8.11M
|
|
|
May 13, 2024
Q1 2024
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
1.67K+ 70.16% |
$180K - $182K
|
4.06K
$439K
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.67K+ 27.87% |
$180K - $182K
|
7.68K
$830K
|
|
|
Apr 26, 2024
Q1 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
1.67K+ 21.07% |
$179K - $181K
|
9.58K
$1.04M
|
|
|
Apr 25, 2024
Q1 2024
|
Htlf Bank
Denver, CO |
BUY
|
- |
1.64K+ 25.22% |
$176K - $178K
|
8.12K
$878K
|
|
|
Apr 25, 2024
Q1 2024
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
1.63K+ 0.84% |
$175K - $177K
|
197K
$21.3M
|
|
|
May 14, 2024
Q1 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
1.63K+ 21.63% |
$175K - $177K
|
9.16K
$989K
|
|
|
May 14, 2024
Q1 2024
|
Regis Acquisition Inc.
Denver, CO |
BUY
|
- |
1.6K+ 20.42% |
$172K - $174K
|
9.42K
$1.02M
|
|
|
Apr 15, 2024
Q1 2024
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
1.59K+ 62.67% |
$171K - $173K
|
4.14K
$447K
|
|
|
May 02, 2024
Q1 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
1.59K+ 39.1% |
$171K - $173K
|
5.65K
$610K
|
|
|
May 07, 2024
Q1 2024
|
Beacon Financial Group
|
BUY
|
- |
1.59K+ 58.0% |
$170K - $173K
|
4.32K
$467K
|
|
|
May 01, 2024
Q1 2024
|
Ballast Advisors LLC
|
BUY
|
- |
1.58K+ 39.55% |
$169K - $172K
|
5.57K
$602K
|
|
|
Apr 25, 2024
Q1 2024
|
Armor Investment Advisors, LLC
|
BUY
|
- |
1.58K+ 7.21% |
$169K - $172K
|
23.5K
$2.54M
|
|
|
May 03, 2024
Q1 2024
|
Trust CO Of Vermont
|
BUY
|
- |
1.57KNew |
$169K - $171K
|
1.57K
$170K
|
|
|
May 06, 2024
Q1 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1.56K+ 2.68% |
$167K - $169K
|
59.6K
$6.45M
|
|
|
Apr 05, 2024
Q1 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
1.55K+ 5.13% |
$167K - $169K
|
31.8K
$3.44M
|
|
|
May 13, 2024
Q1 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
1.55K+ 37.16% |
$166K - $169K
|
5.72K
$618K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.55K+ 4.62% |
$166K - $168K
|
35.1K
$3.79M
|
|
|
Apr 23, 2024
Q1 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
1.54K+ 35.67% |
$165K - $167K
|
5.86K
$633K
|
|
|
May 07, 2024
Q1 2024
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
1.52K+ 4.3% |
$164K - $166K
|
36.9K
$3.99M
|
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
1.51KNew |
$162K - $164K
|
1.51K
$163K
|
|
|
May 03, 2024
Q1 2024
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
1.51K+ 32.19% |
$162K - $164K
|
6.18K
$668K
|
|
|
May 14, 2024
Q1 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.5K+ 3.69% |
$162K - $164K
|
42.3K
$4.57M
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.48K+ 11.8% |
$159K - $161K
|
14.1K
$1.52M
|
|
|
May 14, 2024
Q1 2024
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
1.48K+ 21.93% |
$159K - $161K
|
8.23K
$889K
|
|
|
May 13, 2024
Q1 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
1.48K+ 3.38% |
$159K - $161K
|
45.3K
$4.89M
|
|
|
May 13, 2024
Q1 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
1.46K+ 26.18% |
$157K - $159K
|
7.05K
$762K
|
|
|
May 15, 2024
Q1 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
1.45K+ 21.56% |
$156K - $158K
|
8.19K
$885K
|
|
|
May 06, 2024
Q1 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
1.43K+ 13.61% |
$153K - $155K
|
11.9K
$1.29M
|
|
|
May 01, 2024
Q1 2024
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
1.43K+ 2.57% |
$153K - $155K
|
57K
$6.15M
|
|
|
Apr 11, 2024
Q1 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
1.42K+ 1.23% |
$153K - $155K
|
117K
$12.7M
|
|
|
May 08, 2024
Q1 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
1.38K+ 24.81% |
$148K - $150K
|
6.94K
$750K
|
|
|
May 15, 2024
Q1 2024
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
BUY
|
- |
1.38K+ 27.64% |
$148K - $150K
|
6.35K
$686K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.36K+ 4.19% |
$146K - $148K
|
33.8K
$3.66M
|
|
|
May 20, 2024
Q1 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
1.36K+ 62.77% |
$146K - $148K
|
3.52K
$381K
|