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
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-2.95K- 13.47% |
$298K - $321K
|
18.9K
$2.04M
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-2.98K- 14.66% |
$301K - $325K
|
17.4K
$1.87M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-3K- 0.2% |
$303K - $326K
|
1.5M
$161M
|
|
|
Jul 11, 2024
Q4 2023
|
Wrenne Financial Planning LLC
Lexington, KY |
SELL
|
- |
-3.04K- 6.54% |
$306K - $330K
|
43.4K
$4.66M
|
|
|
Jan 30, 2024
Q4 2023
|
Macroview Investment Management LLC
|
SELL
|
- |
-3.04K- 38.48% |
$307K - $330K
|
4.86K
$523K
|
|
|
Nov 14, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-3.04K- 38.5% |
$307K - $331K
|
4.86K
$522K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
SELL
|
- |
-3.05K- 13.71% |
$308K - $331K
|
19.2K
$2.06M
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-3.17K- 20.74% |
$320K - $345K
|
12.1K
$1.3M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-3.24K- 8.81% |
$327K - $353K
|
33.6K
$3.61M
|
|
|
Jan 12, 2024
Q4 2023
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-3.29K- 2.85% |
$332K - $358K
|
112K
$12M
|
|
|
Jan 22, 2024
Q4 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-3.29K- 8.67% |
$333K - $358K
|
34.7K
$3.73M
|
|
|
Jan 17, 2024
Q4 2023
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-3.32K- 12.84% |
$335K - $361K
|
22.5K
$2.42M
|
|
|
Jan 05, 2024
Q4 2023
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-3.38K- 14.77% |
$341K - $367K
|
19.5K
$2.1M
|
|
|
Jan 17, 2024
Q4 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-3.41K- 29.1% |
$344K - $370K
|
8.3K
$893K
|
|
|
Feb 08, 2024
Q4 2023
|
Wealth Advisors Of Iowa, LLC
|
SELL
|
- |
-3.49K- 30.14% |
$352K - $380K
|
8.09K
$870K
|
|
|
Jan 30, 2024
Q4 2023
|
True Private Wealth Advisors
|
SELL
|
- |
-3.52K- 33.91% |
$355K - $383K
|
6.86K
$738K
|
|
|
Feb 09, 2024
Q4 2023
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-3.65K- 22.55% |
$369K - $397K
|
12.5K
$1.35M
|
|
|
Jan 10, 2024
Q4 2023
|
Presilium Private Wealth, LLC
Radnor, PA |
SELL
|
- |
-3.67K- 7.85% |
$370K - $399K
|
43K
$4.63M
|
|
|
Jan 26, 2024
Q4 2023
|
Executive Wealth Management, LLC
|
SELL
|
- |
-3.77K- 54.6% |
$381K - $410K
|
3.14K
$337K
|
|
|
Feb 13, 2024
Q4 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-3.82K- 13.18% |
$385K - $415K
|
25.1K
$2.7M
|
|
|
Jan 08, 2024
Q4 2023
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-3.83K- 9.6% |
$386K - $416K
|
36K
$3.87M
|
|
|
Jan 11, 2024
Q4 2023
|
Focus Wealth Advisors, LLC
|
SELL
|
- |
-3.97K- 47.93% |
$401K - $432K
|
4.31K
$464K
|
|
|
Feb 14, 2024
Q4 2023
|
Xml Financial, LLC
|
SELL
|
- |
-3.99K- 65.7% |
$403K - $434K
|
2.08K
$224K
|
|
|
Jan 19, 2024
Q4 2023
|
Manning & Napier Group, LLC
|
SELL
|
- |
-4.01K- 0.9% |
$405K - $436K
|
439K
$47.2M
|
|
|
Jan 09, 2024
Q4 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-4.1K- 24.67% |
$414K - $446K
|
12.5K
$1.35M
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-4.15K- 18.1% |
$419K - $451K
|
18.8K
$2.02M
|
|
|
Jan 31, 2024
Q4 2023
|
Zhang Financial LLC
|
SELL
|
- |
-4.16K- 11.15% |
$420K - $452K
|
33.1K
$3.57M
|
|
|
Feb 01, 2024
Q4 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-4.18K- 18.75% |
$422K - $455K
|
18.1K
$1.95M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-4.22K- 0.58% |
$426K - $459K
|
718K
$77.2M
|
|
|
Jan 24, 2024
Q4 2023
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-4.27K- 37.11% |
$431K - $464K
|
7.24K
$779K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-4.31K- 21.27% |
$435K - $468K
|
15.9K
$1.72M
|
|
|
Jan 18, 2024
Q4 2023
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-4.32K- 21.4% |
$436K - $469K
|
15.8K
$1.71M
|
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-4.39K- 31.62% |
$443K - $478K
|
9.5K
$1.02M
|
|
|
Oct 03, 2024
Q4 2023
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
SELL
|
- |
-4.49KClosed |
$453K - $488K
|
0
$0
|
|
|
Jan 08, 2024
Q4 2023
|
Curbstone Financial Management Corp
|
SELL
|
- |
-4.65K- 8.85% |
$470K - $506K
|
47.9K
$5.15M
|
|
|
Jan 09, 2024
Q4 2023
|
Collective Family Office LLC
|
SELL
|
- |
-4.66K- 45.97% |
$471K - $507K
|
5.48K
$590K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-4.75K- 1.73% |
$480K - $517K
|
270K
$29.1M
|
|
|
Jan 26, 2024
Q4 2023
|
Stone Point Wealth LLC
|
SELL
|
- |
-4.76K- 28.58% |
$480K - $517K
|
11.9K
$1.28M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-4.78K- 3.21% |
$483K - $520K
|
144K
$15.5M
|
|
|
Jan 19, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-4.83KClosed |
$488K - $525K
|
0
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-4.9K- 19.52% |
$494K - $532K
|
20.2K
$2.17M
|
|
|
Feb 05, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-4.97K- 34.98% |
$502K - $540K
|
9.24K
$994K
|
|
|
Apr 30, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-4.97K- 34.98% |
$502K - $540K
|
9.24K
$994K
|
|
|
Feb 13, 2024
Q4 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-5.01K- 35.7% |
$505K - $544K
|
9.01K
$970K
|
|
|
Jan 11, 2024
Q4 2023
|
Consilio Wealth Advisors, LLC
|
SELL
|
- |
-5.02K- 27.7% |
$507K - $546K
|
13.1K
$1.41M
|
|
|
Feb 12, 2024
Q4 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-5.02K- 38.66% |
$507K - $546K
|
7.97K
$857K
|
|
|
Feb 09, 2024
Q4 2023
|
Davidson Investment Advisors
|
SELL
|
- |
-5.06K- 6.68% |
$511K - $551K
|
70.7K
$7.61M
|
|
|
Jan 08, 2024
Q4 2023
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-5.07K- 12.31% |
$512K - $551K
|
36.1K
$3.88M
|
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-5.22K- 95.92% |
$527K - $568K
|
222
$23.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Girard Partners Ltd.
|
SELL
|
- |
-5.35K- 5.57% |
$540K - $581K
|
90.6K
$9.75M
|