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 |
|---|---|---|---|---|---|---|---|
|
Feb 02, 2024
Q4 2023
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-200- 34.78% |
$20.2K - $21.8K
|
375
$40.5K
|
|
|
Jan 22, 2024
Q4 2023
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-204- 8.83% |
$20.6K - $22.2K
|
2.11K
$228K
|
|
|
Feb 14, 2024
Q4 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-204- 1.59% |
$20.6K - $22.2K
|
12.6K
$1.36M
|
|
|
Jan 31, 2024
Q4 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-207- 1.89% |
$20.9K - $22.5K
|
10.7K
$1.16M
|
|
|
Feb 08, 2024
Q4 2023
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-213- 6.29% |
$21.5K - $23.2K
|
3.17K
$343K
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-215- 6.79% |
$21.7K - $23.4K
|
2.95K
$319K
|
|
|
Feb 09, 2024
Q4 2023
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-235- 3.97% |
$23.7K - $25.6K
|
5.68K
$614K
|
|
|
Feb 09, 2024
Q4 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-244- 3.14% |
$24.6K - $26.5K
|
7.54K
$815K
|
|
|
Jan 31, 2024
Q4 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-252- 24.68% |
$25.4K - $27.4K
|
769
$83.1K
|
|
|
Feb 08, 2024
Q4 2023
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-252- 5.43% |
$25.4K - $27.4K
|
4.39K
$475K
|
|
|
Mar 19, 2024
Q4 2023
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-273- 7.76% |
$27.6K - $29.7K
|
3.24K
$351K
|
|
|
Feb 12, 2024
Q4 2023
|
Legacy Advisors, LLC
|
SELL
|
- |
-282- 11.66% |
$28.5K - $30.7K
|
2.14K
$231K
|
|
|
Jan 10, 2024
Q4 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-289- 4.98% |
$29.2K - $31.4K
|
5.52K
$596K
|
|
|
Jan 29, 2024
Q4 2023
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-289- 9.2% |
$29.2K - $31.4K
|
2.85K
$308K
|
|
|
Jan 17, 2024
Q4 2023
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-291- 3.28% |
$29.4K - $31.7K
|
8.59K
$928K
|
|
|
Jan 11, 2024
Q4 2023
|
First Citizens Financial Corp
|
SELL
|
- |
-294- 7.76% |
$29.7K - $32K
|
3.49K
$378K
|
|
|
Feb 12, 2024
Q4 2023
|
Fortis Capital Management LLC
|
SELL
|
- |
-300- 4.95% |
$30.3K - $32.6K
|
5.76K
$622K
|
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-303- 2.12% |
$30.6K - $33K
|
14K
$1.51M
|
|
|
Feb 01, 2024
Q4 2023
|
Bka Wealth Consulting, Inc.
|
SELL
|
- |
-306- 4.78% |
$30.9K - $33.3K
|
6.1K
$659K
|
|
|
May 20, 2024
Q4 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-312- 12.6% |
$31.5K - $33.9K
|
2.17K
$234K
|
|
|
Feb 14, 2024
Q4 2023
|
Treynor Bancshares, Inc.
|
SELL
|
- |
-313- 3.88% |
$31.6K - $34K
|
7.75K
$837K
|
|
|
Jan 09, 2024
Q4 2023
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-324- 2.33% |
$32.7K - $35.2K
|
13.6K
$1.47M
|
|
|
Jan 23, 2024
Q4 2023
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
SELL
|
- |
-326- 0.91% |
$32.9K - $35.5K
|
35.5K
$3.84M
|
|
|
Jan 30, 2024
Q4 2023
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-344- 4.79% |
$34.7K - $37.4K
|
6.83K
$738K
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-358- 2.32% |
$36.1K - $38.9K
|
15.1K
$1.63M
|
|
|
Feb 06, 2024
Q4 2023
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-378- 5.96% |
$38.2K - $41.1K
|
5.97K
$645K
|
|
|
Jan 30, 2024
Q4 2023
|
Grant
|
SELL
|
- |
-385- 12.34% |
$38.9K - $41.9K
|
2.73K
$296K
|
|
|
Jan 04, 2024
Q4 2023
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-396- 10.45% |
$40K - $43.1K
|
3.39K
$367K
|
|
|
Feb 14, 2024
Q4 2023
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-404- 9.77% |
$40.8K - $43.9K
|
3.73K
$403K
|
|
|
Jan 17, 2024
Q4 2023
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-409- 6.83% |
$41.3K - $44.5K
|
5.58K
$603K
|
|
|
Jan 26, 2024
Q4 2023
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-409- 8.65% |
$41.3K - $44.5K
|
4.32K
$467K
|
|
|
Jan 11, 2024
Q4 2023
|
West Coast Financial LLC
|
SELL
|
- |
-435- 8.4% |
$43.9K - $47.3K
|
4.75K
$513K
|
|
|
Feb 09, 2024
Q4 2023
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-449- 6.24% |
$45.3K - $48.8K
|
6.75K
$729K
|
|
|
Jan 31, 2024
Q4 2023
|
Cornerstone Investment Partners, LLC
|
SELL
|
- |
-452- 5.67% |
$45.6K - $49.2K
|
7.51K
$812K
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-471- 5.7% |
$47.6K - $51.2K
|
7.8K
$843K
|
|
|
Jan 10, 2024
Q4 2023
|
Diligent Investors, LLC
|
SELL
|
- |
-479- 6.28% |
$48.4K - $52.1K
|
7.15K
$773K
|
|
|
Jan 17, 2024
Q4 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-481- 97.57% |
$48.6K - $52.3K
|
12
$1.3K
|
|
|
Jan 24, 2024
Q4 2023
|
Auour Investments LLC
Wenham, MA |
SELL
|
- |
-485- 16.82% |
$49K - $52.8K
|
2.4K
$259K
|
|
|
Feb 08, 2024
Q4 2023
|
Jordan Park Group LLC
|
SELL
|
- |
-503- 14.22% |
$50.8K - $54.7K
|
3.04K
$328K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-510- 9.07% |
$51.5K - $55.5K
|
5.12K
$553K
|
|
|
Feb 14, 2024
Q4 2023
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-516- 3.18% |
$52.1K - $56.1K
|
15.7K
$1.7M
|
|
|
Jan 24, 2024
Q4 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-524- 4.97% |
$52.9K - $57K
|
10K
$1.08M
|
|
|
Feb 13, 2024
Q4 2023
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-552- 1.33% |
$55.7K - $60K
|
41.1K
$4.44M
|
|
|
Feb 07, 2024
Q4 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-561- 4.48% |
$56.6K - $61K
|
12K
$1.29M
|
|
|
Feb 12, 2024
Q4 2023
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-561- 33.14% |
$56.6K - $61K
|
1.13K
$122K
|
|
|
Jan 24, 2024
Q4 2023
|
Canal Capital Management, LLC
|
SELL
|
- |
-563- 13.11% |
$56.8K - $61.2K
|
3.73K
$403K
|
|
|
Jan 24, 2024
Q4 2023
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-566- 12.61% |
$57.1K - $61.6K
|
3.92K
$424K
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-570- 20.73% |
$57.6K - $62K
|
2.18K
$236K
|
|
|
Feb 08, 2024
Q4 2023
|
Efficient Advisors, LLC
|
SELL
|
- |
-608- 4.83% |
$61.4K - $66.1K
|
12K
$1.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-616- 8.43% |
$62.2K - $67K
|
6.7K
$724K
|