Purchases and Sales Made in Q4 2023 in Ishares National Muni Bond ETF (MUB)
This table provides information about the institutional ownership of Ishares National Muni Bond ETF (MUB) during Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
5.15M+ 150185.73% |
$520M - $560M
|
5.15M
$557M
|
|
|
Jan 11, 2024
Q4 2023
|
Orgel Wealth Management, LLC
|
BUY
|
- |
3.55M+ 1262.18% |
$358M - $386M
|
3.83M
$414M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
3.24M+ 15.52% |
$327M - $353M
|
24.1M
$2.61B
|
|
|
Feb 01, 2024
Q4 2023
|
Adviser Investments LLC
|
BUY
|
- |
2.16M+ 381.51% |
$218M - $235M
|
2.73M
$295M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
1.69M+ 22400.34% |
$171M - $184M
|
1.7M
$184M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.64M+ 28.42% |
$166M - $178M
|
7.41M
$801M
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
1.4M+ 106.27% |
$142M - $153M
|
2.72M
$294M
|
|
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1.33M+ 110.83% |
$135M - $145M
|
2.54M
$274M
|
|
|
Feb 14, 2024
Q4 2023
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
1.3MNew |
$131M - $141M
|
1.3M
$140M
|
|
|
Jan 25, 2024
Q4 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
1.16M+ 2279.65% |
$117M - $126M
|
1.21M
$130M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.14M+ 7.56% |
$116M - $125M
|
16.3M
$1.76B
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
999KNew |
$101M - $109M
|
999K
$108M
|
|
|
Feb 09, 2024
Q4 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
988K+ 11.46% |
$99.8M - $108M
|
9.61M
$1.04B
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
966K+ 9.81% |
$97.6M - $105M
|
10.8M
$1.17B
|
|
|
Feb 15, 2024
Q4 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
929KNew |
$93.8M - $101M
|
929K
$100M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
807K+ 12.21% |
$81.4M - $87.7M
|
7.41M
$801M
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
767K+ 274.98% |
$77.4M - $83.4M
|
1.05M
$113M
|
|
|
Jan 25, 2024
Q4 2023
|
Price Capital Management, Inc.
Lafayette, LA |
BUY
|
- |
736KNew |
$74.3M - $80.1M
|
736K
$79.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
671K+ 8178.05% |
$67.7M - $72.9M
|
679K
$73.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
657K+ 12.73% |
$66.3M - $71.5M
|
5.82M
$629M
|
|
|
Feb 12, 2024
Q4 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
522K+ 7481.48% |
$52.7M - $56.8M
|
529K
$57.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
518K+ 6.94% |
$52.3M - $56.3M
|
7.98M
$862M
|
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
504KNew |
$50.9M - $54.9M
|
504K
$54.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
498K+ 170.26% |
$50.3M - $54.1M
|
790K
$85.4M
|
|
|
Feb 06, 2024
Q4 2023
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
410K+ 181.78% |
$41.4M - $44.6M
|
636K
$68.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
406K+ 9.96% |
$41M - $44.1M
|
4.48M
$484M
|
|
|
Feb 06, 2024
Q4 2023
|
M&T Bank Corp
|
BUY
|
- |
345K+ 184.89% |
$34.8M - $37.5M
|
532K
$57.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
331KNew |
$33.5M - $36.1M
|
331K
$35.8M
|
|
|
Jan 25, 2024
Q4 2023
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
306KNew |
$30.9M - $33.3M
|
306K
$33M
|
|
|
Jan 29, 2024
Q4 2023
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
293KNew |
$29.6M - $31.9M
|
293K
$31.7M
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
289K+ 102.07% |
$29.1M - $31.4M
|
571K
$61.7M
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
277K+ 4.92% |
$28M - $30.1M
|
5.91M
$639M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
260K+ 4.36% |
$26.2M - $28.3M
|
6.23M
$673M
|
|
|
Jan 12, 2024
Q4 2023
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
256KNew |
$25.9M - $27.9M
|
256K
$27.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
251K+ 72.85% |
$25.3M - $27.3M
|
595K
$64.3M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
245K+ 73.31% |
$24.7M - $26.6M
|
578K
$62.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
234K+ 148.63% |
$23.7M - $25.5M
|
392K
$42.4M
|
|
|
Feb 05, 2024
Q4 2023
|
Blue Chip Partners, Inc.
|
BUY
|
- |
233K+ 6242.77% |
$23.5M - $25.3M
|
237K
$25.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
230KNew |
$23.2M - $25M
|
230K
$24.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Csm Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
230KNew |
$23.2M - $25M
|
230K
$24.8M
|
|
|
Feb 05, 2024
Q4 2023
|
A16z Perennial Management, L.P.
Menlo Park, CA |
BUY
|
- |
229KNew |
$23.1M - $24.9M
|
229K
$24.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
223K+ 363.5% |
$22.5M - $24.2M
|
284K
$30.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
221KNew |
$22.4M - $24.1M
|
221K
$23.9M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
216K+ 24.23% |
$21.8M - $23.5M
|
1.11M
$120M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
215K+ 18.84% |
$21.7M - $23.4M
|
1.36M
$147M
|
|
|
Feb 07, 2024
Q4 2023
|
Lutz Financial Services LLC
|
BUY
|
- |
213K+ 366.18% |
$21.5M - $23.1M
|
271K
$29.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
212K+ 3.52% |
$21.4M - $23.1M
|
6.23M
$674M
|
|
|
Mar 29, 2024
Q4 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
207KNew |
$20.9M - $22.5M
|
207K
$22.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
206K+ 17.9% |
$20.8M - $22.4M
|
1.36M
$147M
|
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
199K+ 133.74% |
$20M - $21.6M
|
347K
$37.5M
|