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 30, 2024
Q4 2023
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
330+ 2.43% |
$33.3K - $35.9K
|
13.9K
$1.5M
|
|
|
Feb 06, 2024
Q4 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
323+ 1.23% |
$32.6K - $35.1K
|
26.5K
$2.85M
|
|
|
Feb 13, 2024
Q4 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
320+ 230.22% |
$32.3K - $34.8K
|
459
$49.4K
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
316+ 11.5% |
$31.9K - $34.4K
|
3.07K
$330K
|
|
|
Feb 12, 2024
Q4 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
315+ 103.96% |
$31.8K - $34.3K
|
618
$66.5K
|
|
|
Feb 01, 2024
Q4 2023
|
Bfsg, LLC
|
BUY
|
- |
275New |
$27.8K - $29.9K
|
275
$29.6K
|
|
|
Jan 19, 2024
Q4 2023
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
274+ 1.91% |
$27.7K - $29.8K
|
14.6K
$1.57M
|
|
|
Feb 08, 2024
Q4 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
262New |
$26.5K - $28.5K
|
262
$28.2K
|
|
|
Jan 08, 2024
Q4 2023
|
First Affirmative Financial Network
|
BUY
|
- |
260+ 4.62% |
$26.3K - $28.3K
|
5.89K
$634K
|
|
|
Jan 05, 2024
Q4 2023
|
First National Bank Of Mount Dora, Trust Investment Services
|
BUY
|
- |
257+ 1.57% |
$25.9K - $28K
|
16.6K
$1.79M
|
|
|
Feb 05, 2024
Q4 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
255New |
$25.7K - $27.7K
|
255
$27.4K
|
|
|
Feb 07, 2024
Q4 2023
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
254+ 3.32% |
$25.6K - $27.6K
|
7.91K
$851K
|
|
|
Feb 09, 2024
Q4 2023
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
BUY
|
- |
250+ 5.29% |
$25.2K - $27.2K
|
4.98K
$535K
|
|
|
Feb 13, 2024
Q4 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
244+ 5.42% |
$24.6K - $26.5K
|
4.75K
$511K
|
|
|
Feb 13, 2024
Q4 2023
|
Insight Wealth Partners, LLC
|
BUY
|
- |
242+ 1.17% |
$24.4K - $26.3K
|
20.9K
$2.25M
|
|
|
Jan 29, 2024
Q4 2023
|
Ifg Advisors, LLC
|
BUY
|
- |
240+ 3.11% |
$24.2K - $26.1K
|
7.95K
$855K
|
|
|
Feb 01, 2024
Q4 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
230+ 13.52% |
$23.2K - $25K
|
1.93K
$208K
|
|
|
Jan 17, 2024
Q4 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
218+ 2.87% |
$22K - $23.7K
|
7.81K
$841K
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
213New |
$21.5K - $23.2K
|
213
$22.9K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
208New |
$21K - $22.6K
|
208
$22.4K
|
|
|
Jan 05, 2024
Q4 2023
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
206+ 0.33% |
$20.8K - $22.4K
|
63K
$6.78M
|
|
|
Jan 09, 2024
Q4 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
206+ 2.91% |
$20.8K - $22.4K
|
7.28K
$783K
|
|
|
Feb 15, 2024
Q4 2023
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
206+ 2.88% |
$20.8K - $22.4K
|
7.36K
$791K
|
|
|
Feb 06, 2024
Q4 2023
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
200+ 1.92% |
$20.2K - $21.8K
|
10.6K
$1.14M
|
|
|
Jan 30, 2024
Q4 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
190New |
$19.2K - $20.7K
|
190
$20.4K
|
|
|
Jan 24, 2024
Q4 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
178+ 0.92% |
$18K - $19.4K
|
19.6K
$2.11M
|
|
|
Jan 29, 2024
Q4 2023
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
165+ 11.38% |
$16.7K - $17.9K
|
1.62K
$174K
|
|
|
Jan 17, 2024
Q4 2023
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
159+ 0.95% |
$16.1K - $17.3K
|
16.8K
$1.81M
|
|
|
Jan 12, 2024
Q4 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
149+ 0.63% |
$15K - $16.2K
|
23.7K
$2.55M
|
|
|
Jan 16, 2024
Q4 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
149+ 0.63% |
$15K - $16.2K
|
23.7K
$2.55M
|
|
|
Jan 19, 2024
Q4 2023
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
145+ 5.76% |
$14.6K - $15.8K
|
2.66K
$286K
|
|
|
Jan 18, 2024
Q4 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
137+ 2.07% |
$13.8K - $14.9K
|
6.75K
$726K
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
132New |
$13.3K - $14.4K
|
132
$14.2K
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
124New |
$12.5K - $13.5K
|
124
$13.3K
|
|
|
Jan 02, 2024
Q4 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
120+ 0.2% |
$12.1K - $13.1K
|
59.5K
$6.4M
|
|
|
Jan 23, 2024
Q4 2023
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
120+ 0.49% |
$12.1K - $13.1K
|
24.6K
$2.64M
|
|
|
Feb 13, 2024
Q4 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
119+ 1.11% |
$12K - $12.9K
|
10.9K
$1.17M
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
119New |
$12K - $12.9K
|
119
$12.8K
|
|
|
Jan 11, 2024
Q4 2023
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
117+ 2.05% |
$11.8K - $12.7K
|
5.82K
$626K
|
|
|
Feb 07, 2024
Q4 2023
|
Accredited Investors Inc.
|
BUY
|
- |
117+ 1.21% |
$11.8K - $12.7K
|
9.77K
$1.05M
|
|
|
Jan 17, 2024
Q4 2023
|
Professional Financial Advisors, LLC
|
BUY
|
- |
113+ 1.05% |
$11.4K - $12.3K
|
10.8K
$1.16M
|
|
|
Feb 13, 2024
Q4 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
113+ 0.22% |
$11.4K - $12.3K
|
51.9K
$5.59M
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
110New |
$11.1K - $12K
|
110
$11.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
110+ 4.96% |
$11.1K - $12K
|
2.33K
$250K
|
|
|
Feb 06, 2024
Q4 2023
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
108+ 3.88% |
$10.9K - $11.7K
|
2.89K
$311K
|
|
|
Feb 07, 2024
Q4 2023
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
108+ 0.75% |
$10.9K - $11.7K
|
14.6K
$1.57M
|
|
|
Jan 25, 2024
Q4 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
101+ 66.45% |
$10.2K - $11K
|
253
$27.2K
|
|
|
Feb 07, 2024
Q4 2023
|
Hallmark Capital Management Inc
|
BUY
|
- |
95+ 24.55% |
$9.59K - $10.3K
|
482
$51.9K
|
|
|
Feb 08, 2024
Q4 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
93+ 1.67% |
$9.39K - $10.1K
|
5.67K
$610K
|
|
|
Feb 02, 2024
Q4 2023
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
80+ 1.74% |
$8.08K - $8.7K
|
4.68K
$503K
|