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 |
|---|---|---|---|---|---|---|---|
|
Jan 12, 2024
Q4 2023
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
2.83K+ 10.3% |
$286K - $308K
|
30.3K
$3.27M
|
|
|
Jan 29, 2024
Q4 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
2.82KNew |
$284K - $306K
|
2.82K
$304K
|
|
|
Feb 09, 2024
Q4 2023
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
2.82KNew |
$284K - $306K
|
2.82K
$304K
|
|
|
Jan 11, 2024
Q4 2023
|
Intergy Private Wealth, LLC
|
BUY
|
- |
2.82KNew |
$284K - $306K
|
2.82K
$304K
|
|
|
Feb 13, 2024
Q4 2023
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
2.81KNew |
$284K - $306K
|
2.81K
$304K
|
|
|
Feb 12, 2024
Q4 2023
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
2.81KNew |
$283K - $305K
|
2.81K
$303K
|
|
|
Feb 09, 2024
Q4 2023
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
2.8KNew |
$283K - $305K
|
2.8K
$303K
|
|
|
Feb 09, 2024
Q4 2023
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
2.8K+ 1.59% |
$283K - $305K
|
179K
$19.3M
|
|
|
Feb 07, 2024
Q4 2023
|
Mount Lucas Management LP
Newtown, PA |
BUY
|
- |
2.79K+ 126.66% |
$282K - $303K
|
4.99K
$539K
|
|
|
Jan 12, 2024
Q4 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
2.78KNew |
$281K - $303K
|
2.78K
$301K
|
|
|
Feb 13, 2024
Q4 2023
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
2.78KNew |
$281K - $303K
|
2.78K
$301K
|
|
|
Feb 06, 2024
Q4 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
2.78K+ 2.97% |
$280K - $302K
|
96.4K
$10.4M
|
|
|
Jan 08, 2024
Q4 2023
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
2.77KNew |
$279K - $301K
|
2.77K
$299K
|
|
|
Feb 05, 2024
Q4 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
2.74KNew |
$277K - $298K
|
2.74K
$296K
|
|
|
Feb 23, 2024
Q4 2023
|
Beacon Financial Group
|
BUY
|
- |
2.74KNew |
$276K - $298K
|
2.74K
$296K
|
|
|
Feb 06, 2024
Q4 2023
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
2.74K+ 7.6% |
$276K - $297K
|
38.7K
$4.18M
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Counselors Inc
|
BUY
|
- |
2.71K+ 9.52% |
$274K - $295K
|
31.2K
$3.37M
|
|
|
Feb 14, 2024
Q4 2023
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
2.69KNew |
$271K - $292K
|
2.69K
$291K
|
|
|
Feb 13, 2024
Q4 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
2.68K+ 3.96% |
$270K - $291K
|
70.2K
$7.58M
|
|
|
Feb 14, 2024
Q4 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
2.67KNew |
$270K - $290K
|
2.67K
$289K
|
|
|
Feb 14, 2024
Q4 2023
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
2.65KNew |
$268K - $288K
|
2.65K
$286K
|
|
|
Feb 06, 2024
Q4 2023
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
2.63KNew |
$266K - $286K
|
2.63K
$284K
|
|
|
Jan 29, 2024
Q4 2023
|
Round Rock Advisors, LLC
|
BUY
|
- |
2.63K+ 133.5% |
$266K - $286K
|
4.6K
$497K
|
|
|
Jan 31, 2024
Q4 2023
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
2.62K+ 33.38% |
$265K - $285K
|
10.5K
$1.13M
|
|
|
Feb 13, 2024
Q4 2023
|
Valley Financial Group, Inc.
Ambler, PA |
BUY
|
- |
2.6KNew |
$262K - $283K
|
2.6K
$281K
|
|
|
Feb 12, 2024
Q4 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
2.6K+ 52.64% |
$262K - $282K
|
7.53K
$814K
|
|
|
Feb 09, 2024
Q4 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
2.59KNew |
$262K - $282K
|
2.59K
$280K
|
|
|
Jan 31, 2024
Q4 2023
|
Aifg Consultants Ltd.
Halfmoon, NY |
BUY
|
- |
2.51K+ 7.92% |
$253K - $272K
|
34.1K
$3.69M
|
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
2.5K+ 27.32% |
$253K - $272K
|
11.7K
$1.26M
|
|
|
Apr 30, 2024
Q4 2023
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
2.48KNew |
$251K - $270K
|
2.48K
$268K
|
|
|
Jan 26, 2024
Q4 2023
|
Leeward Financial Partners, LLC
|
BUY
|
- |
2.44K+ 10.67% |
$246K - $265K
|
25.3K
$2.74M
|
|
|
Feb 02, 2024
Q4 2023
|
Bank Ozk
|
BUY
|
- |
2.42KNew |
$245K - $263K
|
2.42K
$262K
|
|
|
Feb 05, 2024
Q4 2023
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
2.39KNew |
$241K - $260K
|
2.39K
$258K
|
|
|
Jan 24, 2024
Q4 2023
|
Grimes & Company, Inc.
|
BUY
|
- |
2.34KNew |
$236K - $254K
|
2.34K
$253K
|
|
|
Jan 16, 2024
Q4 2023
|
Helen Stephens Group, LLC
|
BUY
|
- |
2.34K+ 12.9% |
$236K - $254K
|
20.4K
$2.21M
|
|
|
Feb 14, 2024
Q4 2023
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
2.33KNew |
$235K - $254K
|
2.33K
$252K
|
|
|
Feb 13, 2024
Q4 2023
|
Keybank National Association
|
BUY
|
- |
2.31K+ 7.81% |
$234K - $252K
|
31.9K
$3.45M
|
|
|
Jan 22, 2024
Q4 2023
|
Covenant Asset Management, LLC
|
BUY
|
- |
2.3KNew |
$232K - $250K
|
2.3K
$249K
|
|
|
Jan 29, 2024
Q4 2023
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
2.3K+ 41.9% |
$232K - $250K
|
7.79K
$842K
|
|
|
Feb 20, 2024
Q4 2023
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
2.26KNew |
$228K - $246K
|
2.26K
$244K
|
|
|
Feb 05, 2024
Q4 2023
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
2.24K+ 2.93% |
$227K - $244K
|
78.9K
$8.53M
|
|
|
Feb 13, 2024
Q4 2023
|
Paulson Wealth Management Inc.
|
BUY
|
- |
2.24K+ 8.96% |
$226K - $243K
|
27.2K
$2.94M
|
|
|
Jan 29, 2024
Q4 2023
|
Crumly & Associates Inc.
|
BUY
|
- |
2.21KNew |
$223K - $241K
|
2.21K
$239K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.18K+ 1.79% |
$220K - $237K
|
124K
$13.4M
|
|
|
Jan 29, 2024
Q4 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
2.15KNew |
$217K - $234K
|
2.15K
$233K
|
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
2.14KNew |
$216K - $233K
|
2.14K
$232K
|
|
|
Jan 12, 2024
Q4 2023
|
Presidio Capital Management, LLC
|
BUY
|
- |
2.13KNew |
$215K - $232K
|
2.13K
$230K
|
|
|
Feb 08, 2024
Q4 2023
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
2.13KNew |
$215K - $231K
|
2.13K
$230K
|
|
|
Feb 01, 2024
Q4 2023
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
2.12KNew |
$214K - $230K
|
2.12K
$229K
|
|
|
Jan 29, 2024
Q4 2023
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
2.11KNew |
$213K - $229K
|
2.11K
$228K
|