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 17, 2024
Q4 2023
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-618- 0.62% |
$62.4K - $67.2K
|
99.5K
$10.8M
|
|
|
Jan 12, 2024
Q4 2023
|
Westside Investment Management, Inc.
|
SELL
|
- |
-619- 2.99% |
$62.5K - $67.3K
|
20.1K
$2.17M
|
|
|
Jan 09, 2024
Q4 2023
|
Charles Schwab Trust CO
|
SELL
|
- |
-636- 1.64% |
$64.2K - $69.2K
|
38K
$4.11M
|
|
|
Jan 11, 2024
Q4 2023
|
Advisory Resource Group
|
SELL
|
- |
-636- 3.54% |
$64.2K - $69.2K
|
17.3K
$1.87M
|
|
|
Jan 23, 2024
Q4 2023
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-647- 2.23% |
$65.3K - $70.4K
|
28.3K
$3.06M
|
|
|
Feb 09, 2024
Q4 2023
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-663- 10.19% |
$66.9K - $72.1K
|
5.85K
$632K
|
|
|
Feb 15, 2024
Q4 2023
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-665- 14.44% |
$67.1K - $72.3K
|
3.94K
$426K
|
|
|
Jan 17, 2024
Q4 2023
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-670- 6.86% |
$67.6K - $72.9K
|
9.09K
$983K
|
|
|
Jan 18, 2024
Q4 2023
|
Flc Capital Advisors
|
SELL
|
- |
-703- 18.43% |
$71K - $76.5K
|
3.11K
$336K
|
|
|
Feb 05, 2024
Q4 2023
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-704- 0.96% |
$71.1K - $76.6K
|
72.5K
$7.83M
|
|
|
Feb 01, 2024
Q4 2023
|
Old National Bancorp
|
SELL
|
- |
-715- 3.54% |
$72.2K - $77.8K
|
19.5K
$2.11M
|
|
|
Feb 01, 2024
Q4 2023
|
New Square Capital LLC
|
SELL
|
- |
-718- 1.38% |
$72.5K - $78.1K
|
51.3K
$5.55M
|
|
|
Jan 11, 2024
Q4 2023
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-722- 1.47% |
$72.9K - $78.5K
|
48.3K
$5.22M
|
|
|
Jan 19, 2024
Q4 2023
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-730- 17.41% |
$73.7K - $79.4K
|
3.46K
$374K
|
|
|
Jan 10, 2024
Q4 2023
|
Patten Group, Inc.
|
SELL
|
- |
-733- 3.73% |
$74K - $79.7K
|
18.9K
$2.04M
|
|
|
Oct 18, 2024
Q4 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-748- 1.47% |
$75.5K - $81.4K
|
50.2K
$5.43M
|
|
|
Feb 13, 2024
Q4 2023
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-775- 4.04% |
$78.3K - $84.3K
|
18.4K
$1.99M
|
|
|
Feb 06, 2024
Q4 2023
|
Todd Asset Management LLC
|
SELL
|
- |
-800- 22.05% |
$80.8K - $87K
|
2.83K
$306K
|
|
|
Jan 19, 2024
Q4 2023
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-809- 29.41% |
$81.7K - $88K
|
1.94K
$210K
|
|
|
Feb 13, 2024
Q4 2023
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-812- 8.5% |
$82K - $88.3K
|
8.74K
$944K
|
|
|
Jan 23, 2024
Q4 2023
|
Uma Financial Services, Inc.
|
SELL
|
- |
-813- 6.78% |
$82.1K - $88.4K
|
11.2K
$1.21M
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-840- 2.57% |
$84.8K - $91.4K
|
31.8K
$3.44M
|
|
|
Jan 11, 2024
Q4 2023
|
West Financial Advisors, LLC
|
SELL
|
- |
-846- 11.2% |
$85.4K - $92K
|
6.71K
$725K
|
|
|
Feb 12, 2024
Q4 2023
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-862- 10.71% |
$87K - $93.8K
|
7.18K
$777K
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-867- 95.07% |
$87.5K - $94.3K
|
45
$4.86K
|
|
|
Jan 12, 2024
Q4 2023
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-882- 5.12% |
$89.1K - $95.9K
|
16.3K
$1.77M
|
|
|
Feb 06, 2024
Q4 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-884- 2.11% |
$89.3K - $96.2K
|
41K
$4.43M
|
|
|
Feb 13, 2024
Q4 2023
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-884- 3.9% |
$89.3K - $96.2K
|
21.8K
$2.35M
|
|
|
Feb 06, 2024
Q4 2023
|
9258 Wealth Management, LLC
|
SELL
|
- |
-896- 14.99% |
$90.5K - $97.5K
|
5.08K
$549K
|
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
SELL
|
- |
-914- 8.25% |
$92.3K - $99.4K
|
10.2K
$1.1M
|
|
|
Jan 08, 2024
Q4 2023
|
First Hawaiian Bank
|
SELL
|
- |
-924- 3.87% |
$93.3K - $101K
|
22.9K
$2.48M
|
|
|
Feb 16, 2024
Q4 2023
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-925- 2.63% |
$93.4K - $101K
|
34.2K
$3.7M
|
|
|
Feb 06, 2024
Q4 2023
|
Idaho Trust Bank
Boise, ID |
SELL
|
- |
-940- 10.47% |
$94.9K - $102K
|
8.04K
$869K
|
|
|
Feb 12, 2024
Q4 2023
|
Hamilton Wealth, LLC
|
SELL
|
- |
-967- 6.5% |
$97.6K - $105K
|
13.9K
$1.5M
|
|
|
Jan 31, 2024
Q4 2023
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-971- 79.01% |
$98K - $106K
|
258
$27.9K
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Adam, LLC
|
SELL
|
- |
-974- 1.93% |
$98.3K - $106K
|
49.5K
$5.35M
|
|
|
Jan 18, 2024
Q4 2023
|
Patron Partners, LLC
|
SELL
|
- |
-985- 12.83% |
$99.5K - $107K
|
6.69K
$724K
|
|
|
Feb 13, 2024
Q4 2023
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-990- 36.69% |
$100K - $108K
|
1.71K
$185K
|
|
|
Jan 18, 2024
Q4 2023
|
Successful Portfolios LLC
|
SELL
|
- |
-1K- 31.3% |
$101K - $109K
|
2.2K
$237K
|
|
|
Feb 08, 2024
Q4 2023
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-1K- 10.66% |
$101K - $109K
|
8.38K
$906K
|
|
|
Feb 09, 2024
Q4 2023
|
L.M. Kohn & Company
|
SELL
|
- |
-1K- 35.09% |
$101K - $109K
|
1.85K
$200K
|
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
SELL
|
- |
-1.02K- 99.8% |
$103K - $111K
|
2
$216
|
|
|
Jan 25, 2024
Q4 2023
|
Meeder Asset Management Inc
|
SELL
|
- |
-1.03K- 2.16% |
$104K - $112K
|
46.8K
$5.06M
|
|
|
Feb 02, 2024
Q4 2023
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-1.05K- 15.84% |
$106K - $114K
|
5.56K
$601K
|
|
|
Feb 06, 2024
Q4 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-1.05K- 11.06% |
$106K - $114K
|
8.46K
$915K
|
|
|
Jan 23, 2024
Q4 2023
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-1.07K- 5.95% |
$108K - $116K
|
16.9K
$1.83M
|
|
|
Feb 07, 2024
Q4 2023
|
Innova Wealth Partners
|
SELL
|
- |
-1.08K- 18.62% |
$109K - $117K
|
4.72K
$510K
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
SELL
|
- |
-1.09K- 2.27% |
$110K - $119K
|
46.9K
$5.07M
|
|
|
Jan 12, 2024
Q4 2023
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-1.13K- 4.42% |
$114K - $123K
|
24.4K
$2.64M
|
|
|
Feb 08, 2024
Q4 2023
|
German American Bancorp, Inc.
Jasper, IN |
SELL
|
- |
-1.14K- 1.24% |
$115K - $124K
|
91.3K
$9.87M
|