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 29, 2024
Q4 2023
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
77+ 0.82% |
$7.77K - $8.38K
|
9.43K
$1.01M
|
|
|
Jan 19, 2024
Q4 2023
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
76New |
$7.67K - $8.27K
|
76
$8.18K
|
|
|
Jan 17, 2024
Q4 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
74+ 0.71% |
$7.47K - $8.05K
|
10.5K
$1.13M
|
|
|
Mar 12, 2024
Q4 2023
|
Executive Wealth Group LLC
Kirkland, WA |
BUY
|
- |
73+ 0.84% |
$7.37K - $7.94K
|
8.79K
$946K
|
|
|
Feb 09, 2024
Q4 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
68+ 2.72% |
$6.87K - $7.4K
|
2.57K
$276K
|
|
|
Feb 14, 2024
Q4 2023
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
68+ 0.68% |
$6.87K - $7.4K
|
10.1K
$1.09M
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
65+ 0.52% |
$6.56K - $7.07K
|
12.6K
$1.36M
|
|
|
Jan 29, 2024
Q4 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
64+ 3.21% |
$6.46K - $6.96K
|
2.06K
$221K
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
62+ 0.65% |
$6.26K - $6.74K
|
9.59K
$1.03M
|
|
|
Sep 11, 2024
Q4 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
51+ 1.41% |
$5.15K - $5.55K
|
3.68K
$396K
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
48+ 1.45% |
$4.85K - $5.22K
|
3.36K
$362K
|
|
|
Jan 16, 2024
Q4 2023
|
Engrave Wealth Partners LLC
|
BUY
|
- |
44+ 0.67% |
$4.44K - $4.79K
|
6.6K
$710K
|
|
|
Jan 29, 2024
Q4 2023
|
Ellis Investment Partners, LLC
|
BUY
|
- |
41+ 0.97% |
$4.14K - $4.46K
|
4.27K
$459K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
37+ 0.35% |
$3.74K - $4.02K
|
10.5K
$1.13M
|
|
|
Feb 01, 2024
Q4 2023
|
Ellenbecker Investment Group
|
BUY
|
- |
36+ 0.79% |
$3.63K - $3.92K
|
4.6K
$495K
|
|
|
Feb 07, 2024
Q4 2023
|
Sonata Capital Group Inc
|
BUY
|
- |
35+ 0.4% |
$3.53K - $3.81K
|
8.75K
$941K
|
|
|
Jan 22, 2024
Q4 2023
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
32+ 0.47% |
$3.23K - $3.48K
|
6.84K
$736K
|
|
|
Feb 14, 2024
Q4 2023
|
Wit, LLC
District Of Columbia, DC |
BUY
|
- |
32New |
$3.23K - $3.48K
|
32
$3.44K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
31+ 775.0% |
$3.13K - $3.37K
|
35
$3.77K
|
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
30+ 0.21% |
$3.03K - $3.26K
|
14.5K
$1.56M
|
|
|
Feb 02, 2024
Q4 2023
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
27+ 0.5% |
$2.73K - $2.94K
|
5.45K
$587K
|
|
|
Feb 02, 2024
Q4 2023
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
24+ 0.85% |
$2.42K - $2.61K
|
2.84K
$305K
|
|
|
Feb 14, 2024
Q4 2023
|
Gould Capital, LLC
|
BUY
|
- |
24+ 5.41% |
$2.42K - $2.61K
|
468
$50.4K
|
|
|
Jan 18, 2024
Q4 2023
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
23+ 0.97% |
$2.32K - $2.5K
|
2.41K
$259K
|
|
|
Jan 03, 2024
Q4 2023
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
22+ 0.93% |
$2.22K - $2.39K
|
2.38K
$256K
|
|
|
Jan 10, 2024
Q4 2023
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
19+ 0.39% |
$1.92K - $2.07K
|
4.95K
$533K
|
|
|
Feb 05, 2024
Q4 2023
|
Firestone Capital Management
|
BUY
|
- |
19+ 0.96% |
$1.92K - $2.07K
|
1.99K
$214K
|
|
|
Feb 07, 2024
Q4 2023
|
Wall Capital Group, Inc.
|
BUY
|
- |
17+ 0.62% |
$1.72K - $1.85K
|
2.74K
$295K
|
|
|
Jan 24, 2024
Q4 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
14+ 0.16% |
$1.41K - $1.52K
|
8.75K
$942K
|
|
|
Feb 14, 2024
Q4 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
14+ 0.57% |
$1.41K - $1.52K
|
2.46K
$265K
|
|
|
Feb 14, 2024
Q4 2023
|
Concorde Asset Management, LLC
|
BUY
|
- |
14+ 0.48% |
$1.41K - $1.52K
|
2.91K
$313K
|
|
|
Feb 14, 2024
Q4 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
10+ 0.77% |
$1.01K - $1.09K
|
1.31K
$141K
|
|
|
Jan 22, 2024
Q4 2023
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
8+ 0.32% |
$808 - $870
|
2.54K
$274K
|
|
|
Feb 08, 2024
Q4 2023
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
8+ 0.93% |
$808 - $870
|
872
$93.8K
|
|
|
Feb 13, 2024
Q4 2023
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
8+ 0.14% |
$808 - $870
|
5.83K
$627K
|
|
|
Feb 05, 2024
Q4 2023
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
7+ 0.33% |
$707 - $761
|
2.1K
$226K
|
|
|
Feb 13, 2024
Q4 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
5+ 0.33% |
$505 - $544
|
1.5K
$162K
|
|
|
Jan 24, 2024
Q4 2023
|
Clean Yield Group
|
BUY
|
- |
4+ 0.75% |
$404 - $435
|
534
$57.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
4+ 0.07% |
$404 - $435
|
5.61K
$604K
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
3+ 0.57% |
$303 - $326
|
529
$56.9K
|
|
|
Feb 01, 2024
Q4 2023
|
Psi Advisors, LLC
|
BUY
|
- |
3+ 1.23% |
$303 - $326
|
246
$26.5K
|
|
|
Feb 01, 2024
Q4 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
3+ 0.12% |
$303 - $326
|
2.55K
$274K
|
|
|
Feb 01, 2024
Q4 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
2New |
$202 - $218
|
2
$215
|
|
|
Feb 01, 2024
Q4 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
2New |
$202 - $218
|
2
$215
|
|
|
Feb 12, 2024
Q4 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
2+ 0.02% |
$202 - $218
|
11.6K
$1.25M
|
|
|
Feb 14, 2024
Q4 2023
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
2+ 0.08% |
$202 - $218
|
2.44K
$263K
|
|
|
Feb 09, 2024
Q4 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
1+ 0.25% |
$101 - $109
|
399
$42.9K
|
|
|
Jan 22, 2024
Q4 2023
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-1- 1.01% |
$101 - $109
|
98
$10.5K
|
|
|
Jan 22, 2024
Q4 2023
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-4- 0.72% |
$404 - $435
|
549
$59.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-5- 0.22% |
$505 - $544
|
2.31K
$248K
|