Purchases and Sales Made in Q4 2023 in Ishares National Muni Bond ETF (MUB)

MUB Quotes by TradingView

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
Bragg Financial Advisors, Inc

Charlotte, NC
BUY
 -
1.34K
+ 2.07%
$136K - $146K
66.4K $7.14M
Jan 08, 2024 Q4 2023
Juncture Wealth Strategies, LLC

BUY
 -
1.34K
+ 5.17%
$136K - $146K
27.3K $2.94M
Jan 17, 2024 Q4 2023
Smith Anglin Financial, LLC

BUY
 -
1.32K
+ 19.64%
$133K - $143K
8.03K $864K
Jan 22, 2024 Q4 2023
Seven Bridge Financial Group, LLC

BUY
 -
1.29K
+ 3.46%
$130K - $140K
38.5K $4.14M
Jan 26, 2024 Q4 2023
Keener Financial Planning LLC

Keller, TX
BUY
 -
1.28K
New
$129K - $139K
1.28K $138K
Feb 05, 2024 Q4 2023
Avaii Wealth Management, LLC

Appleton, WI
BUY
 -
1.26K
+ 52.44%
$127K - $137K
3.65K $393K
Feb 06, 2024 Q4 2023
Spire Wealth Management

BUY
 -
1.22K
+ 14.14%
$123K - $133K
9.87K $1.06M
Feb 13, 2024 Q4 2023
Nicolet Bankshares Inc

Green Bay, WI
BUY
 -
1.21K
+ 9.92%
$122K - $131K
13.4K $1.44M
Feb 07, 2024 Q4 2023
Marshall Financial Group Inc

Doylestown, PA
BUY
 -
1.19K
+ 16.02%
$120K - $129K
8.6K $925K
Feb 08, 2024 Q4 2023
Towercrest Capital Management

Newtown, PA
BUY
 -
1.18K
+ 1.01%
$119K - $129K
118K $12.7M
Apr 24, 2024 Q4 2023
Fairway Wealth LLC

Independence, OH
BUY
 -
1.17K
New
$118K - $127K
1.17K $126K
Jan 16, 2024 Q4 2023
Acropolis Investment Management, LLC

BUY
 -
1.16K
+ 2.38%
$118K - $127K
50K $5.38M
Feb 07, 2024 Q4 2023
Vise Technologies, Inc.

New York, NY
BUY
 -
1.16K
+ 3.54%
$118K - $127K
34.1K $3.66M
Jan 18, 2024 Q4 2023
Syntegra Private Wealth Group, LLC

Chesterfield, MO
BUY
 -
1.14K
+ 6.25%
$115K - $123K
19.3K $2.08M
Feb 02, 2024 Q4 2023
Simplex Trading, LLC

BUY
 -
1.12K
+ 40.13%
$113K - $121K
3.9K $419K
Mar 04, 2024 Q4 2023
Richardson Financial Services Inc.

Medway, MA
BUY
 -
1.11K
New
$112K - $121K
1.11K $120K
Jan 23, 2024 Q4 2023
Davenport & CO LLC

BUY
 -
1.1K
+ 10.37%
$111K - $120K
11.7K $1.26M
Jan 29, 2024 Q4 2023
Cumberland Advisors Inc

BUY
 -
1.04K
+ 27.96%
$105K - $113K
4.76K $512K
Feb 06, 2024 Q4 2023
Rogco, LP

Claremore, OK
BUY
 -
1.03K
+ 15.58%
$104K - $112K
7.64K $822K
Feb 12, 2024 Q4 2023
Clearstead Advisors, LLC

Cleveland, OH
BUY
 -
999
+ 9.41%
$101K - $109K
11.6K $1.25M
Feb 14, 2024 Q4 2023
Vista Investment Management

Pittsburgh, PA
BUY
 -
975
+ 47.61%
$98.4K - $106K
3.02K $325K
Jan 17, 2024 Q4 2023
Whitcomb & Hess, Inc.

BUY
 -
974
+ 38.91%
$98.3K - $106K
3.48K $374K
Feb 06, 2024 Q4 2023
U.S. Capital Wealth Advisors, LLC

Austin, TX
BUY
 -
950
+ 5.07%
$95.9K - $103K
19.7K $2.12M
Feb 09, 2024 Q4 2023
Delta Asset Management LLC

Memphis, TN
BUY
 -
945
+ 189.0%
$95.4K - $103K
1.45K $155K
Jan 18, 2024 Q4 2023
Gen Trust, LLC

BUY
 -
930
+ 1.02%
$93.9K - $101K
92.3K $9.93M
Oct 31, 2024 Q4 2023
Relyea Zuckerberg Hanson LLC

BUY
 -
928
+ 26.13%
$93.7K - $101K
4.48K $482K
Jan 29, 2024 Q4 2023
Friedenthal Financial

BUY
 -
917
New
$92.6K - $99.7K
917 $98.7K
Jan 12, 2024 Q4 2023
Fidelity D & D Bancorp Inc

Dunmore, PA
BUY
 -
910
+ 7.76%
$91.9K - $99K
12.6K $1.36M
Feb 12, 2024 Q4 2023
Smartleaf Asset Management LLC

Boston, MA
BUY
 -
906
New
$91.5K - $98.5K
906 $97.5K
Feb 08, 2024 Q4 2023
Level Four Advisory Services, LLC

Dallas, TX
BUY
 -
898
+ 4.36%
$90.7K - $97.7K
21.5K $2.31M
Feb 12, 2024 Q4 2023
Arrow Financial Corp

BUY
 -
890
+ 7.81%
$89.9K - $96.8K
12.3K $1.32M
Mar 11, 2024 Q4 2023
Vanguard Group Inc

Valley Forge, PA
BUY
 -
876
+ 32.81%
$88.4K - $95.3K
3.55K $382K
Jan 31, 2024 Q4 2023
Paladin Advisory Group, LLC

BUY
 -
873
+ 3.55%
$88.1K - $95K
25.5K $2.74M
Jan 18, 2024 Q4 2023
Values Added Financial LLC

Washington, DC
BUY
 -
867
+ 25.22%
$87.5K - $94.3K
4.31K $463K
Feb 15, 2024 Q4 2023
Main Street Group, LTD

Glen Allen, VA
BUY
 -
861
New
$86.9K - $93.7K
861 $92.6K
Jan 18, 2024 Q4 2023
Investments & Financial Planning, LLC

Lexington, KY
BUY
 -
856
+ 13.74%
$86.4K - $93.1K
7.09K $763K
Jan 18, 2024 Q4 2023
Trinity Wealth Management, LLC

BUY
 -
838
+ 1.88%
$84.6K - $91.1K
45.3K $4.87M
Feb 01, 2024 Q4 2023
Diversified, LLC

BUY
 -
837
+ 26.42%
$84.5K - $91K
4.01K $431K
Feb 06, 2024 Q4 2023
Connecticut Wealth Management, LLC

BUY
 -
833
+ 1.37%
$84.1K - $90.6K
61.5K $6.62M
Jan 22, 2024 Q4 2023
Hudock, Inc.

BUY
 -
831
+ 2.53%
$83.9K - $90.4K
33.7K $3.63M
Feb 13, 2024 Q4 2023
Altiora Financial Group, LLC

Lebanon, OH
BUY
 -
828
+ 17.25%
$83.6K - $90.1K
5.63K $606K
Jan 11, 2024 Q4 2023
Aquire Wealth Advisors, LLC

BUY
 -
824
+ 1.14%
$83.2K - $89.6K
73.3K $7.89M
Jan 19, 2024 Q4 2023
Life Planning Partners, Inc

BUY
 -
814
+ 4.41%
$82.2K - $88.5K
19.3K $2.07M
Feb 02, 2024 Q4 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
808
+ 0.44%
$81.6K - $87.9K
183K $19.7M
Feb 08, 2024 Q4 2023
Lindenwold Advisors

BUY
 -
795
+ 0.97%
$80.3K - $86.5K
82.5K $8.87M
Feb 02, 2024 Q4 2023
Investment Partners, Ltd.

BUY
 -
792
+ 2.55%
$80K - $86.1K
31.9K $3.43M
Feb 13, 2024 Q4 2023
First Manhattan CO

New York, NY
BUY
 -
791
New
$79.9K - $86K
791 $85.1K
Feb 07, 2024 Q4 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
789
+ 0.92%
$79.7K - $85.8K
86.4K $9.3M
Feb 16, 2024 Q4 2023
Harbour Investments, Inc.

Madison, WI
BUY
 -
785
+ 9.4%
$79.3K - $85.4K
9.13K $983K

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