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 10, 2024
Q4 2023
|
Trust CO
|
BUY
|
- |
197K+ 100.67% |
$19.9M - $21.4M
|
392K
$42.2M
|
|
|
Jan 30, 2024
Q4 2023
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
195KNew |
$19.7M - $21.2M
|
195K
$21M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
195K+ 74.06% |
$19.7M - $21.2M
|
458K
$49.3M
|
|
|
Feb 06, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
191K+ 4.92% |
$19.2M - $20.7M
|
4.06M
$437M
|
|
|
Jan 22, 2024
Q4 2023
|
Sns Financial Group, LLC
|
BUY
|
- |
188K+ 165.81% |
$19M - $20.5M
|
302K
$32.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
184K+ 134.31% |
$18.6M - $20M
|
321K
$34.5M
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
180K+ 15.47% |
$18.2M - $19.6M
|
1.34M
$144M
|
|
|
Feb 13, 2024
Q4 2023
|
Stage Harbor Financial, LLC
Needham, MA |
BUY
|
- |
178KNew |
$18M - $19.4M
|
178K
$19.2M
|
|
|
Jan 22, 2024
Q4 2023
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
173KNew |
$17.5M - $18.8M
|
173K
$18.6M
|
|
|
Feb 01, 2024
Q4 2023
|
Mosaic Advisors LLC
Houston, TX |
BUY
|
- |
171K+ 115.92% |
$17.3M - $18.6M
|
319K
$34.3M
|
|
|
Jan 23, 2024
Q4 2023
|
Alera Investment Advisors, LLC
|
BUY
|
- |
166K+ 1019.73% |
$16.8M - $18.1M
|
183K
$19.7M
|
|
|
Feb 07, 2024
Q4 2023
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
155KNew |
$15.7M - $16.9M
|
155K
$16.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
152K+ 15.15% |
$15.4M - $16.6M
|
1.16M
$125M
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Partners LLC
|
BUY
|
- |
148KNew |
$15M - $16.1M
|
148K
$16M
|
|
|
Feb 07, 2024
Q4 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
147K+ 60.13% |
$14.8M - $16M
|
391K
$42M
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
138K+ 33.14% |
$14M - $15.1M
|
556K
$59.8M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
136K+ 18.98% |
$13.8M - $14.8M
|
855K
$91.9M
|
|
|
Feb 06, 2024
Q4 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
135K+ 11016.38% |
$13.6M - $14.6M
|
136K
$14.6M
|
|
|
Feb 06, 2024
Q4 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
128K+ 937.57% |
$12.9M - $13.9M
|
142K
$15.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
121KNew |
$12.2M - $13.2M
|
121K
$13M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
115K+ 23.96% |
$11.6M - $12.5M
|
593K
$63.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
114KNew |
$11.5M - $12.4M
|
114K
$12.2M
|
|
|
Jan 31, 2024
Q4 2023
|
Calamos Wealth Management LLC
|
BUY
|
- |
114K+ 623.98% |
$11.5M - $12.4M
|
132K
$14.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
108K+ 18.6% |
$10.9M - $11.8M
|
690K
$74.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
BUY
|
- |
106K+ 36.62% |
$10.7M - $11.5M
|
396K
$42.6M
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
106K+ 17.55% |
$10.7M - $11.5M
|
711K
$76.5M
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
105K+ 19.37% |
$10.6M - $11.4M
|
648K
$69.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
BUY
|
- |
105K+ 12.11% |
$10.6M - $11.4M
|
969K
$104M
|
|
|
Jan 30, 2024
Q4 2023
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
104K+ 263.19% |
$10.5M - $11.3M
|
143K
$15.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
101K+ 21.36% |
$10.2M - $11M
|
577K
$62M
|
|
|
Feb 08, 2024
Q4 2023
|
Amg National Trust Bank
|
BUY
|
- |
95.5K+ 81.2% |
$9.64M - $10.4M
|
213K
$22.9M
|
|
|
Mar 15, 2024
Q4 2023
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
93.5KNew |
$9.44M - $10.2M
|
93.5K
$10.1M
|
|
|
Jan 17, 2024
Q4 2023
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
88.6KNew |
$8.94M - $9.63M
|
88.6K
$9.53M
|
|
|
Feb 06, 2024
Q4 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
85.6K+ 610.61% |
$8.64M - $9.31M
|
99.6K
$10.7M
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
85.2KNew |
$8.6M - $9.27M
|
85.2K
$9.17M
|
|
|
Feb 14, 2024
Q4 2023
|
Retirement Capital Strategies
|
BUY
|
- |
82.4KNew |
$8.32M - $8.97M
|
82.4K
$8.87M
|
|
|
Jan 29, 2024
Q4 2023
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
81.3K+ 651.36% |
$8.21M - $8.84M
|
93.8K
$10.1M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
80.7K+ 68.66% |
$8.15M - $8.78M
|
198K
$21.3M
|
|
|
Jan 10, 2024
Q4 2023
|
Harbor Group, Inc.
|
BUY
|
- |
79.9K+ 999.25% |
$8.07M - $8.69M
|
87.9K
$9.46M
|
|
|
Feb 12, 2024
Q4 2023
|
First Citizens Asset Management, Inc.
Raleigh, NC |
BUY
|
- |
79.8K+ 64.0% |
$8.06M - $8.68M
|
205K
$22M
|
|
|
Feb 02, 2024
Q4 2023
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
79.2K+ 61.72% |
$8M - $8.62M
|
208K
$22.3M
|
|
|
Feb 07, 2024
Q4 2023
|
Facet Wealth, Inc.
|
BUY
|
- |
77.4K+ 60.53% |
$7.82M - $8.42M
|
205K
$22.1M
|
|
|
Jan 09, 2024
Q4 2023
|
Thrive Wealth Management, LLC
|
BUY
|
- |
75.2KNew |
$7.59M - $8.18M
|
75.2K
$8.09M
|
|
|
Jan 17, 2024
Q4 2023
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
73.2K+ 68.85% |
$7.39M - $7.97M
|
180K
$19.3M
|
|
|
Jan 22, 2024
Q4 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
70.8K+ 523.14% |
$7.15M - $7.7M
|
84.3K
$9.08M
|
|
|
Jan 19, 2024
Q4 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
70.8KNew |
$7.15M - $7.7M
|
70.8K
$7.62M
|
|
|
Feb 15, 2024
Q4 2023
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
70.6KNew |
$7.13M - $7.68M
|
70.6K
$7.6M
|
|
|
Jan 08, 2024
Q4 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
70.5K+ 66.18% |
$7.12M - $7.67M
|
177K
$19M
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
70.3K+ 128.5% |
$7.1M - $7.64M
|
125K
$13.4M
|
|
|
Feb 05, 2024
Q4 2023
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
69.8K+ 2320.5% |
$7.05M - $7.6M
|
72.9K
$7.84M
|