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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-10- 76.92% |
$1.01K - $1.09K
|
3
$323
|
|
|
Feb 12, 2024
Q4 2023
|
Renasant Bank
|
SELL
|
- |
-15- 0.13% |
$1.51K - $1.63K
|
11.7K
$1.25M
|
|
|
Feb 14, 2024
Q4 2023
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-16- 0.57% |
$1.62K - $1.74K
|
2.8K
$301K
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-17- 9.83% |
$1.72K - $1.85K
|
156
$16.8K
|
|
|
Jan 26, 2024
Q4 2023
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-22- 0.9% |
$2.22K - $2.39K
|
2.43K
$261K
|
|
|
Jan 18, 2024
Q4 2023
|
Erickson Financial Group, LLC
Allentown, PA |
SELL
|
- |
-24- 0.53% |
$2.42K - $2.61K
|
4.46K
$480K
|
|
|
Feb 05, 2024
Q4 2023
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-29- 0.73% |
$2.93K - $3.15K
|
3.92K
$422K
|
|
|
Jan 19, 2024
Q4 2023
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-30- 1.48% |
$3.03K - $3.26K
|
1.99K
$214K
|
|
|
Jan 16, 2024
Q4 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-35- 0.62% |
$3.53K - $3.81K
|
5.63K
$606K
|
|
|
Feb 07, 2024
Q4 2023
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-36- 0.59% |
$3.63K - $3.92K
|
6.05K
$651K
|
|
|
Jul 22, 2024
Q4 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-40- 1.48% |
$4.04K - $4.35K
|
2.67K
$287K
|
|
|
Feb 15, 2024
Q4 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-41- 1.96% |
$4.14K - $4.46K
|
2.05K
$220K
|
|
|
Jan 23, 2024
Q4 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-44- 0.27% |
$4.44K - $4.79K
|
16K
$1.72M
|
|
|
Feb 02, 2024
Q4 2023
|
Spinnaker Trust
|
SELL
|
- |
-50- 0.3% |
$5.05K - $5.44K
|
16.5K
$1.77M
|
|
|
Jan 10, 2024
Q4 2023
|
Rise Advisors, LLC
|
SELL
|
- |
-53- 11.28% |
$5.35K - $5.76K
|
417
$44.9K
|
|
|
Jan 17, 2024
Q4 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-55- 0.31% |
$5.55K - $5.98K
|
17.7K
$1.91M
|
|
|
Jan 24, 2024
Q4 2023
|
Vaughan Nelson Investment Management, L.P.
|
SELL
|
- |
-55- 1.48% |
$5.55K - $5.98K
|
3.65K
$393K
|
|
|
Feb 12, 2024
Q4 2023
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-58- 1.98% |
$5.86K - $6.31K
|
2.87K
$309K
|
|
|
Jan 25, 2024
Q4 2023
|
Midwest Financial Group LLC
Overland Park, KS |
SELL
|
- |
-64- 0.79% |
$6.46K - $6.96K
|
8.01K
$862K
|
|
|
Feb 09, 2024
Q4 2023
|
Sepio Capital, LP
|
SELL
|
- |
-76- 0.6% |
$7.67K - $8.27K
|
12.6K
$1.36M
|
|
|
Feb 13, 2024
Q4 2023
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-76- 1.12% |
$7.67K - $8.27K
|
6.73K
$724K
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-77- 1.97% |
$7.77K - $8.38K
|
3.83K
$412K
|
|
|
Feb 07, 2024
Q4 2023
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-79- 7.21% |
$7.98K - $8.59K
|
1.02K
$109K
|
|
|
Feb 09, 2024
Q4 2023
|
Gem Asset Management, LLC
Plymouth, MI |
SELL
|
- |
-79- 1.01% |
$7.98K - $8.59K
|
7.72K
$830K
|
|
|
Jan 29, 2024
Q4 2023
|
Granite Bay Wealth Management, LLC
|
SELL
|
- |
-80- 0.06% |
$8.08K - $8.7K
|
132K
$14.2M
|
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-95- 5.2% |
$9.59K - $10.3K
|
1.73K
$186K
|
|
|
Jan 26, 2024
Q4 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-95- 20.79% |
$9.59K - $10.3K
|
362
$39K
|
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-97- 32.23% |
$9.79K - $10.6K
|
204
$22K
|
|
|
Jan 25, 2024
Q4 2023
|
Wakefield Asset Management Lllp
Englewood, CO |
SELL
|
- |
-97- 1.11% |
$9.79K - $10.6K
|
8.64K
$930K
|
|
|
Feb 14, 2024
Q4 2023
|
Team Financial Group, LLC
Temecula, CA |
SELL
|
- |
-98- 5.36% |
$9.9K - $10.7K
|
1.73K
$186K
|
|
|
Jan 19, 2024
Q4 2023
|
Signature Securities Group Corporation
|
SELL
|
- |
-100- 4.92% |
$10.1K - $10.9K
|
1.93K
$208K
|
|
|
Feb 14, 2024
Q4 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-100- 3.43% |
$10.1K - $10.9K
|
2.82K
$303K
|
|
|
Feb 13, 2024
Q4 2023
|
Lokken Investment Group LLC
|
SELL
|
- |
-105- 0.81% |
$10.6K - $11.4K
|
12.9K
$1.38M
|
|
|
Jan 19, 2024
Q4 2023
|
Quent Capital, LLC
|
SELL
|
- |
-108- 33.75% |
$10.9K - $11.7K
|
212
$22.8K
|
|
|
Jun 14, 2024
Q4 2023
|
Quent Capital, LLC
|
SELL
|
- |
-108- 33.75% |
$10.9K - $11.7K
|
212
$22.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-112- 5.33% |
$11.3K - $12.2K
|
1.99K
$214K
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-116- 86.57% |
$11.7K - $12.6K
|
18
$1.94K
|
|
|
May 30, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-124- 0.04% |
$12.5K - $13.5K
|
313K
$33.7M
|
|
|
Jan 18, 2024
Q4 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-139- 2.13% |
$14K - $15.1K
|
6.39K
$687K
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-145- 5.97% |
$14.6K - $15.8K
|
2.28K
$246K
|
|
|
Feb 14, 2024
Q4 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-151- 3.67% |
$15.2K - $16.4K
|
3.96K
$426K
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-153- 6.13% |
$15.4K - $16.6K
|
2.34K
$252K
|
|
|
Feb 08, 2024
Q4 2023
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-155- 5.83% |
$15.7K - $16.9K
|
2.51K
$270K
|
|
|
Feb 12, 2024
Q4 2023
|
Evoke Wealth, LLC
|
SELL
|
- |
-155- 4.76% |
$15.7K - $16.9K
|
3.1K
$334K
|
|
|
Feb 07, 2024
Q4 2023
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-175- 1.02% |
$17.7K - $19K
|
17K
$1.83M
|
|
|
Jan 25, 2024
Q4 2023
|
Tfc Financial Management
|
SELL
|
- |
-181- 50.0% |
$18.3K - $19.7K
|
181
$19.5K
|
|
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-183- 18.62% |
$18.5K - $19.9K
|
800
$86.1K
|
|
|
Feb 12, 2024
Q4 2023
|
Tfo Tdc, LLC
|
SELL
|
- |
-187- 13.84% |
$18.9K - $20.3K
|
1.16K
$125K
|
|
|
Feb 14, 2024
Q4 2023
|
Weitzel Financial Services, Inc.
|
SELL
|
- |
-194- 0.25% |
$19.6K - $21.1K
|
77.6K
$8.35M
|
|
|
Jan 16, 2024
Q4 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-200- 14.25% |
$20.2K - $21.8K
|
1.2K
$130K
|