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 14, 2024
Q4 2023
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
SELL
|
- |
-1.91K- 29.79% |
$192K - $207K
|
4.49K
$483K
|
|
|
Feb 02, 2024
Q4 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-1.92K- 3.86% |
$194K - $209K
|
47.9K
$5.15M
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-1.96K- 29.81% |
$198K - $213K
|
4.61K
$496K
|
|
|
Jan 18, 2024
Q4 2023
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-1.96K- 5.36% |
$198K - $213K
|
34.6K
$3.72M
|
|
|
Feb 02, 2024
Q4 2023
|
Roffman Miller Associates Inc
Philadelphia, PA |
SELL
|
- |
-1.97K- 24.07% |
$199K - $214K
|
6.21K
$668K
|
|
|
Jan 31, 2024
Q4 2023
|
Opus Capital Group, LLC
|
SELL
|
- |
-1.98K- 2.14% |
$200K - $215K
|
90.3K
$9.71M
|
|
|
Jan 05, 2024
Q4 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-1.98K- 9.89% |
$200K - $216K
|
18.1K
$1.94M
|
|
|
Jan 18, 2024
Q4 2023
|
Occidental Asset Management, LLC
|
SELL
|
- |
-2.04K- 45.46% |
$206K - $222K
|
2.44K
$263K
|
|
|
Feb 12, 2024
Q4 2023
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-2.06K- 32.01% |
$208K - $224K
|
4.38K
$471K
|
|
|
Nov 06, 2024
Q4 2023
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-2.06K- 29.06% |
$208K - $224K
|
5.04K
$542K
|
|
|
Feb 09, 2024
Q4 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-2.09K- 14.68% |
$211K - $228K
|
12.2K
$1.31M
|
|
|
Jan 29, 2024
Q4 2023
|
Graypoint LLC
|
SELL
|
- |
-2.13K- 3.27% |
$215K - $232K
|
63.1K
$6.79M
|
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-2.14K- 22.47% |
$216K - $233K
|
7.38K
$794K
|
|
|
Feb 09, 2024
Q4 2023
|
Dean Investment Associates, LLC
Beavercreek, OH |
SELL
|
- |
-2.14K- 11.53% |
$216K - $233K
|
16.5K
$1.77M
|
|
|
Jan 12, 2024
Q4 2023
|
Paragon Capital Management LTD
|
SELL
|
- |
-2.15K- 26.45% |
$217K - $233K
|
5.97K
$642K
|
|
|
Jan 18, 2024
Q4 2023
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-2.15K- 22.46% |
$217K - $234K
|
7.41K
$797K
|
|
|
Feb 07, 2024
Q4 2023
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-2.2K- 24.07% |
$222K - $240K
|
6.95K
$747K
|
|
|
Jan 25, 2024
Q4 2023
|
Trust CO Of Virginia
|
SELL
|
- |
-2.21K- 20.62% |
$223K - $240K
|
8.49K
$914K
|
|
|
Jan 24, 2024
Q4 2023
|
Rkl Wealth Management LLC
|
SELL
|
- |
-2.22K- 51.74% |
$224K - $241K
|
2.07K
$223K
|
|
|
Feb 15, 2024
Q4 2023
|
Westshore Wealth, LLC
|
SELL
|
- |
-2.23K- 25.88% |
$225K - $243K
|
6.4K
$688K
|
|
|
Feb 09, 2024
Q4 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-2.25K- 6.91% |
$227K - $245K
|
30.3K
$3.26M
|
|
|
Jan 25, 2024
Q4 2023
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-2.25K- 48.95% |
$227K - $245K
|
2.35K
$253K
|
|
|
Feb 13, 2024
Q4 2023
|
Regis Management CO LLC
|
SELL
|
- |
-2.3K- 41.78% |
$232K - $250K
|
3.2K
$344K
|
|
|
Feb 13, 2024
Q4 2023
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-2.3K- 21.04% |
$232K - $250K
|
8.63K
$928K
|
|
|
Jan 29, 2024
Q4 2023
|
Harvey Capital Management Inc
|
SELL
|
- |
-2.3K- 46.94% |
$232K - $250K
|
2.6K
$280K
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-2.32K- 15.6% |
$235K - $253K
|
12.6K
$1.35M
|
|
|
Feb 06, 2024
Q4 2023
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-2.33K- 16.45% |
$236K - $254K
|
11.8K
$1.27M
|
|
|
Jan 26, 2024
Q4 2023
|
Prairie View Partners, LLC
|
SELL
|
- |
-2.37K- 28.33% |
$239K - $257K
|
5.99K
$644K
|
|
|
Jan 19, 2024
Q4 2023
|
New Potomac Partners, LLC
|
SELL
|
- |
-2.37K- 26.48% |
$239K - $258K
|
6.58K
$708K
|
|
|
Feb 14, 2024
Q4 2023
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-2.38K- 54.21% |
$240K - $258K
|
2.01K
$216K
|
|
|
Aug 28, 2024
Q4 2023
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-2.44K- 54.24% |
$246K - $265K
|
2.06K
$221K
|
|
|
Jan 30, 2024
Q4 2023
|
Ballast Advisors LLC
|
SELL
|
- |
-2.44K- 37.96% |
$246K - $266K
|
3.99K
$429K
|
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-2.48K- 22.67% |
$251K - $270K
|
8.46K
$910K
|
|
|
Feb 13, 2024
Q4 2023
|
Ally Invest Advisors Inc.
Charlotte, NC |
SELL
|
- |
-2.51K- 1.5% |
$254K - $273K
|
165K
$17.8M
|
|
|
Feb 06, 2024
Q4 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-2.52K- 21.29% |
$255K - $274K
|
9.32K
$1M
|
|
|
Jan 19, 2024
Q4 2023
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-2.55K- 25.8% |
$257K - $277K
|
7.34K
$789K
|
|
|
Jan 31, 2024
Q4 2023
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-2.55K- 50.92% |
$257K - $277K
|
2.46K
$264K
|
|
|
Feb 12, 2024
Q4 2023
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-2.57K- 43.3% |
$259K - $279K
|
3.36K
$362K
|
|
|
Feb 07, 2024
Q4 2023
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-2.61K- 7.98% |
$264K - $284K
|
30.1K
$3.24M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-2.7K- 20.97% |
$273K - $294K
|
10.2K
$1.1M
|
|
|
Feb 02, 2024
Q4 2023
|
Citizens Financial Group Inc
|
SELL
|
- |
-2.74K- 1.42% |
$277K - $298K
|
190K
$20.4M
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-2.75K- 5.86% |
$277K - $299K
|
44.1K
$4.74M
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-2.77K- 9.79% |
$279K - $301K
|
25.5K
$2.74M
|
|
|
Feb 02, 2024
Q4 2023
|
Eley Financial Management, Inc
South Burlington, VT |
SELL
|
- |
-2.8K- 25.42% |
$283K - $305K
|
8.22K
$884K
|
|
|
Jan 10, 2024
Q4 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-2.81K- 9.12% |
$283K - $305K
|
28K
$3.01M
|
|
|
Jan 29, 2024
Q4 2023
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-2.82K- 49.67% |
$285K - $307K
|
2.86K
$308K
|
|
|
Feb 15, 2024
Q4 2023
|
Life Pro Asset Management
|
SELL
|
- |
-2.88K- 10.01% |
$291K - $314K
|
25.9K
$2.79M
|
|
|
Feb 07, 2024
Q4 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-2.9K- 40.6% |
$293K - $316K
|
4.25K
$457K
|
|
|
Feb 13, 2024
Q4 2023
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-2.93K- 18.74% |
$296K - $318K
|
12.7K
$1.37M
|
|
|
Feb 14, 2024
Q4 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-2.94K- 12.6% |
$297K - $320K
|
20.4K
$2.19M
|