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 31, 2024
Q4 2023
|
Esg Planning
Santa Clara, CA |
SELL
|
- |
-1.16K- 19.55% |
$117K - $126K
|
4.75K
$512K
|
|
|
Jan 19, 2024
Q4 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-1.16K- 23.67% |
$117K - $126K
|
3.74K
$402K
|
|
|
Jan 11, 2024
Q4 2023
|
Kwmg, LLC
|
SELL
|
- |
-1.17K- 4.39% |
$118K - $127K
|
25.4K
$2.74M
|
|
|
Jan 16, 2024
Q4 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-1.18K- 11.23% |
$119K - $128K
|
9.32K
$1M
|
|
|
Feb 15, 2024
Q4 2023
|
Wunderlich Capital Managemnt
Memphis, TN |
SELL
|
- |
-1.18K- 3.36% |
$119K - $129K
|
34K
$3.66M
|
|
|
Jan 31, 2024
Q4 2023
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-1.2K- 10.71% |
$121K - $131K
|
10K
$1.08M
|
|
|
Jan 31, 2024
Q4 2023
|
Dt Investment Partners, LLC
|
SELL
|
- |
-1.2K- 53.59% |
$121K - $131K
|
1.04K
$112K
|
|
|
Jan 12, 2024
Q4 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-1.22K- 15.55% |
$123K - $132K
|
6.62K
$712K
|
|
|
Feb 02, 2024
Q4 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-1.27K- 6.19% |
$128K - $138K
|
19.2K
$2.06M
|
|
|
Jan 16, 2024
Q4 2023
|
Cooper Financial Group
|
SELL
|
- |
-1.29K- 17.6% |
$130K - $140K
|
6.04K
$650K
|
|
|
Feb 12, 2024
Q4 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-1.31K- 30.33% |
$132K - $142K
|
3.01K
$323K
|
|
|
Jan 12, 2024
Q4 2023
|
Client First Capital LLC
|
SELL
|
- |
-1.31K- 29.23% |
$132K - $142K
|
3.17K
$341K
|
|
|
Feb 05, 2024
Q4 2023
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-1.32K- 4.66% |
$133K - $144K
|
27K
$2.9M
|
|
|
Jan 22, 2024
Q4 2023
|
Country Club Bank
|
SELL
|
- |
-1.35K- 14.63% |
$137K - $147K
|
7.9K
$850K
|
|
|
Jan 31, 2024
Q4 2023
|
Key F Inancial Inc
|
SELL
|
- |
-1.37K- 85.31% |
$138K - $148K
|
235
$25.3K
|
|
|
Jan 10, 2024
Q4 2023
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-1.37K- 84.61% |
$139K - $149K
|
250
$26.9K
|
|
|
Feb 12, 2024
Q4 2023
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-1.41K- 9.95% |
$142K - $153K
|
12.8K
$1.37M
|
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-1.42K- 0.29% |
$144K - $155K
|
485K
$52.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.42K- 13.06% |
$144K - $155K
|
9.47K
$1.02M
|
|
|
Feb 08, 2024
Q4 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-1.48K- 12.0% |
$149K - $161K
|
10.8K
$1.17M
|
|
|
Jan 08, 2024
Q4 2023
|
Optimum Investment Advisors
|
SELL
|
- |
-1.5K- 33.33% |
$151K - $163K
|
3K
$323K
|
|
|
Jan 31, 2024
Q4 2023
|
Ade, LLC
|
SELL
|
- |
-1.51K- 1.81% |
$152K - $164K
|
81.5K
$8.77M
|
|
|
Feb 09, 2024
Q4 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-1.53K- 49.98% |
$155K - $167K
|
1.53K
$165K
|
|
|
Jan 10, 2024
Q4 2023
|
Olio Financial Planning
|
SELL
|
- |
-1.53K- 15.19% |
$155K - $167K
|
8.57K
$922K
|
|
|
Feb 07, 2024
Q4 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-1.54K- 8.64% |
$155K - $167K
|
16.3K
$1.75M
|
|
|
Feb 06, 2024
Q4 2023
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-1.55K- 98.04% |
$157K - $169K
|
31
$3.34K
|
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-1.56K- 31.54% |
$157K - $169K
|
3.38K
$363K
|
|
|
Feb 14, 2024
Q4 2023
|
Brown Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-1.56K- 1.63% |
$157K - $169K
|
93.7K
$10.1M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.56K- 1.27% |
$158K - $170K
|
122K
$13.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-1.57K- 28.63% |
$158K - $170K
|
3.91K
$420K
|
|
|
Feb 12, 2024
Q4 2023
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-1.59K- 38.94% |
$160K - $173K
|
2.49K
$268K
|
|
|
Jan 29, 2024
Q4 2023
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-1.6K- 12.4% |
$162K - $174K
|
11.3K
$1.22M
|
|
|
Jan 22, 2024
Q4 2023
|
4 J Wealth Management LLC
|
SELL
|
- |
-1.61K- 5.66% |
$163K - $175K
|
26.8K
$2.89M
|
|
|
Jan 25, 2024
Q4 2023
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-1.64K- 16.04% |
$166K - $179K
|
8.61K
$926K
|
|
|
Feb 14, 2024
Q4 2023
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-1.64K- 29.23% |
$166K - $179K
|
3.98K
$428K
|
|
|
Feb 12, 2024
Q4 2023
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-1.67K- 5.67% |
$169K - $182K
|
27.8K
$2.99M
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-1.68K- 8.24% |
$169K - $183K
|
18.7K
$2.01M
|
|
|
Feb 08, 2024
Q4 2023
|
Orin Green Financial, LLC
|
SELL
|
- |
-1.68K- 1.72% |
$170K - $183K
|
96.4K
$10.4M
|
|
|
Jan 03, 2024
Q4 2023
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
SELL
|
- |
-1.69K- 6.52% |
$170K - $183K
|
24.1K
$2.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Cambria Investment Management, L.P.
|
SELL
|
- |
-1.69K- 12.2% |
$170K - $183K
|
12.1K
$1.31M
|
|
|
Jan 30, 2024
Q4 2023
|
Grove Bank & Trust
|
SELL
|
- |
-1.69K- 3.05% |
$170K - $184K
|
53.6K
$5.77M
|
|
|
Feb 12, 2024
Q4 2023
|
Rice Partnership, LLC
|
SELL
|
- |
-1.7K- 97.2% |
$172K - $185K
|
49
$5.27K
|
|
|
Jan 31, 2024
Q4 2023
|
American Financial Advisors, LLC
|
SELL
|
- |
-1.71K- 18.91% |
$172K - $186K
|
7.32K
$788K
|
|
|
Jan 03, 2024
Q4 2023
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-1.74K- 5.46% |
$176K - $189K
|
30.1K
$3.24M
|
|
|
Jan 03, 2024
Q4 2023
|
Fc Advisory LLC
|
SELL
|
- |
-1.74K- 9.42% |
$176K - $190K
|
16.8K
$1.8M
|
|
|
Jan 19, 2024
Q4 2023
|
Granite Harbor Advisors, Inc.
Houston, TX |
SELL
|
- |
-1.75K- 3.35% |
$177K - $190K
|
50.4K
$5.43M
|
|
|
Jan 18, 2024
Q4 2023
|
Safir Wealth Advisors, LLC
|
SELL
|
- |
-1.75K- 9.75% |
$177K - $191K
|
16.2K
$1.75M
|
|
|
Feb 07, 2024
Q4 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-1.78K- 33.52% |
$180K - $194K
|
3.54K
$380K
|
|
|
Feb 06, 2024
Q4 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-1.78K- 24.55% |
$180K - $194K
|
5.48K
$590K
|
|
|
Jan 23, 2024
Q4 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-1.86K- 34.12% |
$188K - $202K
|
3.59K
$386K
|