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
Jan 16, 2024 Q4 2023
Cva Family Office, LLC

BUY
 -
783
New
$79.1K - $85.2K
783 $84.3K
Jul 17, 2024 Q4 2023
Kelly Financial Services LLC

Braintree, MA
BUY
 -
775
+ 42.75%
$78.3K - $84.3K
2.59K $278K
Feb 12, 2024 Q4 2023
Td Capital Management LLC

Memphis, TN
BUY
 -
769
+ 1.56%
$77.6K - $83.6K
50.2K $5.4M
Feb 12, 2024 Q4 2023
Cape Investment Advisory, Inc.

Mcdonough, GA
BUY
 -
737
+ 339.63%
$74.4K - $80.2K
954 $103K
Feb 13, 2024 Q4 2023
Smith, Moore & Co.

Clayton, MO
BUY
 -
695
+ 17.2%
$70.2K - $75.6K
4.74K $509K
Feb 09, 2024 Q4 2023
Certus Wealth Management, LLC

Redwood City, CA
BUY
 -
693
+ 14.46%
$70K - $75.4K
5.48K $590K
Jan 17, 2024 Q4 2023
Alhambra Investment Partners LLC

BUY
 -
674
+ 2.1%
$68.1K - $73.3K
32.8K $3.53M
Feb 12, 2024 Q4 2023
Money Concepts Capital Corp

BUY
 -
629
+ 6.21%
$63.5K - $68.4K
10.8K $1.16M
Jan 18, 2024 Q4 2023
Francis Financial, Inc.

New York, NY
BUY
 -
618
+ 24.67%
$62.4K - $67.2K
3.12K $336K
Feb 09, 2024 Q4 2023
Nbt Bank N A

BUY
 -
591
New
$59.7K - $64.3K
591 $63.6K
Jan 18, 2024 Q4 2023
Inscription Capital, LLC

Houston, TX
BUY
 -
547
+ 4.94%
$55.2K - $59.5K
11.6K $1.25M
Feb 06, 2024 Q4 2023
Pinnacle Wealth Management Advisory Group, LLC

BUY
 -
547
+ 9.49%
$55.2K - $59.5K
6.31K $679K
Feb 09, 2024 Q4 2023
Frazier Financial Advisors, LLC

Columbus, OH
BUY
 -
546
New
$55.1K - $59.4K
546 $58.7K
Jan 31, 2024 Q4 2023
Kathleen S. Wright Associates Inc.

BUY
 -
545
+ 37.15%
$55K - $59.3K
2.01K $216K
Jan 29, 2024 Q4 2023
Braun Bostich & Associates Inc.

Canonsburg, PA
BUY
 -
537
+ 6.78%
$54.2K - $58.4K
8.45K $910K
Feb 06, 2024 Q4 2023
Bogart Wealth, LLC

BUY
 -
536
+ 26800.0%
$54.1K - $58.3K
538 $57.9K
Feb 08, 2024 Q4 2023
Evergreen Private Wealth LLC

Greenwood Village, CO
BUY
 -
533
New
$53.8K - $58K
533 $57.4K
Jan 10, 2024 Q4 2023
Bond & Devick Financial Network, Inc.

BUY
 -
516
+ 5.17%
$52.1K - $56.1K
10.5K $1.13M
Feb 01, 2024 Q4 2023
Foster & Motley Inc

Cincinnati, OH
BUY
 -
513
+ 0.84%
$51.8K - $55.8K
61.9K $6.66M
Jan 09, 2024 Q4 2023
First International Bank & Trust

Watford City, ND
BUY
 -
507
+ 1.98%
$51.2K - $55.1K
26.2K $2.82M
Feb 05, 2024 Q4 2023
Prosperity Planning, Inc.

BUY
 -
507
+ 1.91%
$51.2K - $55.1K
27K $2.91M
Jan 25, 2024 Q4 2023
Valley National Advisers Inc

BUY
 -
502
+ 2.85%
$50.7K - $54.6K
18.1K $1.95M
Oct 28, 2024 Q4 2023
Highline Wealth Partners LLC

Sherman Oaks, CA
BUY
 -
502
+ 28.62%
$50.7K - $54.6K
2.26K $243K
Feb 08, 2024 Q4 2023
American National Bank

BUY
 -
493
New
$49.8K - $53.6K
493 $53K
Feb 14, 2024 Q4 2023
Redwood Investment Management, LLC

Scottsdale, AZ
BUY
 -
490
+ 10.92%
$49.5K - $53.3K
4.98K $535K
Feb 07, 2024 Q4 2023
Maple Capital Management, Inc.

BUY
 -
479
+ 7.82%
$48.4K - $52.1K
6.6K $710K
Feb 14, 2024 Q4 2023
Buckingham Strategic Partners

Saint Louis, MO
BUY
 -
476
+ 2.36%
$48.1K - $51.8K
20.7K $2.23M
Feb 20, 2024 Q4 2023
Voisard Asset Management Group, Inc.

Grand Rapids, MI
BUY
 -
461
New
$46.5K - $50.1K
461 $49.6K
Apr 19, 2024 Q4 2023
Ashton Thomas Private Wealth, LLC

Scottsdale, AZ
BUY
 -
459
+ 6.28%
$46.3K - $49.9K
7.77K $836K
Feb 23, 2024 Q4 2023
Arkansas Financial Group, Inc.

BUY
 -
442
+ 0.79%
$44.6K - $48.1K
56.6K $6.09M
Mar 01, 2024 Q4 2023
Pineridge Advisors LLC

St. Charles, MO
BUY
 -
441
New
$44.5K - $48K
441 $47.5K
Jan 12, 2024 Q4 2023
Mutual Advisors, LLC

Casper, WY
BUY
 -
436
+ 1.65%
$44K - $47.4K
26.9K $2.89M
Feb 09, 2024 Q4 2023
Ever Source Wealth Advisors, LLC

BUY
 -
435
+ 6.44%
$43.9K - $47.3K
7.19K $774K
Jan 24, 2024 Q4 2023
Capital Management Associates, Inc

Minneapolis, MN
BUY
 -
432
New
$43.6K - $47K
432 $46.5K
Feb 09, 2024 Q4 2023
Annis Gardner Whiting Capital Advisors, LLC

Tampa, FL
BUY
 -
425
New
$42.9K - $46.2K
425 $45.7K
Feb 01, 2024 Q4 2023
Parkside Financial Bank & Trust

BUY
 -
424
+ 9.67%
$42.8K - $46.1K
4.81K $517K
Jan 25, 2024 Q4 2023
Hbk Sorce Advisory LLC

Erie, PA
BUY
 -
416
+ 4.18%
$42K - $45.2K
10.4K $1.12M
Jan 18, 2024 Q4 2023
Ronald Blue Trust, Inc.

Brentwood, TN
BUY
 -
413
+ 11.68%
$41.7K - $44.9K
3.95K $425K
Feb 05, 2024 Q4 2023
Cozad Asset Management Inc

Champaign, IL
BUY
 -
410
+ 12.22%
$41.4K - $44.6K
3.77K $405K
Feb 06, 2024 Q4 2023
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
BUY
 -
406
+ 2.29%
$41K - $44.2K
18.1K $1.95M
Jan 23, 2024 Q4 2023
Advocacy Wealth Management Services, LLC

BUY
 -
402
+ 17.66%
$40.6K - $43.7K
2.68K $288K
Apr 16, 2024 Q4 2023
Arrowroot Family Office, LLC

Marina Del Rey, CA
BUY
 -
391
+ 9.73%
$39.5K - $42.5K
4.41K $475K
Jan 30, 2024 Q4 2023
First American Trust, Fsb

BUY
 -
389
+ 1.67%
$39.3K - $42.3K
23.7K $2.55M
Jan 30, 2024 Q4 2023
Tnf LLC

BUY
 -
376
+ 0.8%
$38K - $40.9K
47.3K $5.09M
Aug 13, 2024 Q4 2023
Sharp Financial Services, LLC

Horsham, PA
BUY
 -
375
+ 9.8%
$37.9K - $40.8K
4.2K $452K
Jan 22, 2024 Q4 2023
Veracity Capital LLC

BUY
 -
363
+ 4.87%
$36.7K - $39.5K
7.82K $842K
Feb 14, 2024 Q4 2023
Alpha Centric Advisors LLC

San Juan, PR
BUY
 -
356
+ 103.19%
$35.9K - $38.7K
701 $75.4K
Feb 14, 2024 Q4 2023
Evensky & Katz LLC

BUY
 -
341
+ 8.63%
$34.4K - $37.1K
4.29K $462K
Feb 07, 2024 Q4 2023
Almanack Investment Partners, Llc.

Wayne, PA
BUY
 -
332
+ 2.45%
$33.5K - $36.1K
13.9K $1.5M

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