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 13, 2024
Q4 2023
|
Sws Partners
|
SELL
|
- |
-5.37K- 13.09% |
$542K - $584K
|
35.6K
$3.84M
|
|
|
Jan 29, 2024
Q4 2023
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-5.46K- 2.81% |
$551K - $593K
|
189K
$20.3M
|
|
|
Jan 12, 2024
Q4 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-5.49K- 6.28% |
$554K - $597K
|
81.9K
$8.81M
|
|
|
Jan 31, 2024
Q4 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-5.56K- 31.54% |
$561K - $604K
|
12.1K
$1.3M
|
|
|
Jan 11, 2024
Q4 2023
|
Parkside Investments, LLC
|
SELL
|
- |
-5.68K- 3.62% |
$573K - $617K
|
151K
$16.3M
|
|
|
Jan 11, 2024
Q4 2023
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-5.7K- 3.63% |
$576K - $620K
|
151K
$16.3M
|
|
|
Feb 13, 2024
Q4 2023
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-5.79K- 15.09% |
$585K - $630K
|
32.6K
$3.51M
|
|
|
Jan 23, 2024
Q4 2023
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-5.81K- 3.09% |
$587K - $632K
|
182K
$19.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Cynosure Management, LLC
Salt Lake City, UT |
SELL
|
- |
-5.84K- 26.55% |
$590K - $636K
|
16.2K
$1.74M
|
|
|
Feb 08, 2024
Q4 2023
|
Jacobson & Schmitt Advisors, LLC
|
SELL
|
- |
-5.91K- 18.06% |
$597K - $643K
|
26.8K
$2.88M
|
|
|
Feb 02, 2024
Q4 2023
|
Meritage Portfolio Management
|
SELL
|
- |
-5.98K- 22.38% |
$604K - $650K
|
20.7K
$2.23M
|
|
|
Jan 22, 2024
Q4 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-6.12K- 38.24% |
$618K - $666K
|
9.89K
$1.06M
|
|
|
Jan 23, 2024
Q4 2023
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-6.26K- 61.67% |
$632K - $681K
|
3.89K
$419K
|
|
|
Jan 16, 2024
Q4 2023
|
Myecfo, LLC
La Jolla, CA |
SELL
|
- |
-6.33K- 12.44% |
$639K - $689K
|
44.6K
$4.8M
|
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
SELL
|
- |
-6.35K- 16.14% |
$641K - $690K
|
33K
$3.55M
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-6.35K- 7.66% |
$641K - $691K
|
76.6K
$8.24M
|
|
|
Jan 23, 2024
Q4 2023
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-6.36K- 17.82% |
$642K - $692K
|
29.3K
$3.16M
|
|
|
Jan 18, 2024
Q4 2023
|
Bts Asset Management, Inc.
|
SELL
|
- |
-6.37K- 75.06% |
$643K - $693K
|
2.12K
$228K
|
|
|
Jan 10, 2024
Q4 2023
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-6.38K- 38.15% |
$644K - $694K
|
10.3K
$1.11M
|
|
|
Feb 08, 2024
Q4 2023
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-6.43K- 17.9% |
$649K - $699K
|
29.5K
$3.17M
|
|
|
Feb 12, 2024
Q4 2023
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-6.58K- 9.66% |
$665K - $716K
|
61.5K
$6.62M
|
|
|
Jan 24, 2024
Q4 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-6.67K- 24.81% |
$674K - $726K
|
20.2K
$2.18M
|
|
|
Jan 22, 2024
Q4 2023
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-6.8K- 56.15% |
$686K - $740K
|
5.31K
$571K
|
|
|
Feb 06, 2024
Q4 2023
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-6.9K- 3.57% |
$697K - $751K
|
187K
$20.1M
|
|
|
Jan 25, 2024
Q4 2023
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-6.94K- 62.75% |
$701K - $755K
|
4.12K
$443K
|
|
|
Feb 28, 2024
Q4 2023
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-7K- 33.14% |
$706K - $761K
|
14.1K
$1.52M
|
|
|
Feb 14, 2024
Q4 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-7.06K- 25.7% |
$713K - $768K
|
20.4K
$2.2M
|
|
|
Jan 30, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-7.23K- 2.09% |
$730K - $787K
|
339K
$36.5M
|
|
|
Aug 29, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-7.23K- 2.09% |
$730K - $787K
|
339K
$36.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-7.27K- 33.84% |
$734K - $791K
|
14.2K
$1.53M
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
SELL
|
- |
-7.36K- 23.41% |
$743K - $800K
|
24.1K
$2.59M
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-7.45K- 3.65% |
$752K - $810K
|
197K
$21.2M
|
|
|
Feb 08, 2024
Q4 2023
|
Fairhaven Wealth Management, LLC
|
SELL
|
- |
-7.46K- 40.68% |
$753K - $812K
|
10.9K
$1.17M
|
|
|
Feb 09, 2024
Q4 2023
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-7.48K- 69.14% |
$755K - $813K
|
3.34K
$359K
|
|
|
Feb 09, 2024
Q4 2023
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-7.5K- 71.43% |
$757K - $816K
|
3K
$323K
|
|
|
Feb 12, 2024
Q4 2023
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-7.51K- 2.0% |
$758K - $817K
|
369K
$39.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-7.58K- 33.82% |
$765K - $824K
|
14.8K
$1.6M
|
|
|
Feb 08, 2024
Q4 2023
|
Cosner Financial Group, LLC
Fort Collins, CO |
SELL
|
- |
-7.7K- 19.95% |
$777K - $837K
|
30.9K
$3.32M
|
|
|
Jan 31, 2024
Q4 2023
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-7.71K- 56.01% |
$779K - $839K
|
6.06K
$652K
|
|
|
Jan 10, 2024
Q4 2023
|
Moller Financial Services
|
SELL
|
- |
-7.76K- 10.47% |
$783K - $844K
|
66.4K
$7.14M
|
|
|
Jan 12, 2024
Q4 2023
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-7.79K- 47.09% |
$787K - $848K
|
8.76K
$942K
|
|
|
Jan 17, 2024
Q4 2023
|
Kingdom Financial Group Llc.
Peoria, AZ |
SELL
|
- |
-7.95K- 6.47% |
$802K - $864K
|
115K
$12.4M
|
|
|
Feb 15, 2024
Q4 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-7.96K- 31.64% |
$804K - $866K
|
17.2K
$1.85M
|
|
|
Feb 01, 2024
Q4 2023
|
Vicus Capital
State College, PA |
SELL
|
- |
-8.11K- 4.74% |
$819K - $882K
|
163K
$17.5M
|
|
|
Jan 25, 2024
Q4 2023
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-8.6K- 71.93% |
$869K - $936K
|
3.36K
$361K
|
|
|
Jan 17, 2024
Q4 2023
|
Riversedge Advisors, LLC
|
SELL
|
- |
-8.79K- 26.73% |
$887K - $956K
|
24.1K
$2.59M
|
|
|
Jan 29, 2024
Q4 2023
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-8.88K- 33.71% |
$896K - $965K
|
17.5K
$1.88M
|
|
|
Feb 08, 2024
Q4 2023
|
Royal Harbor Partners, LLC
|
SELL
|
- |
-9.12K- 81.58% |
$921K - $992K
|
2.06K
$222K
|
|
|
Feb 14, 2024
Q4 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-9.17K- 0.93% |
$926K - $998K
|
974K
$105M
|
|
|
Feb 13, 2024
Q4 2023
|
Motive Wealth Advisors
|
SELL
|
- |
-9.24K- 19.5% |
$933K - $1.01M
|
38.2K
$4.11M
|