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 01, 2024
Q4 2023
|
Vicus Capital
State College, PA |
SELL
|
- |
-8.11K- 4.74% |
$819K - $882K
|
163K
$17.4M
|
|
|
Jan 25, 2024
Q4 2023
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-8.6K- 71.93% |
$869K - $936K
|
3.36K
$358K
|
|
|
Jan 17, 2024
Q4 2023
|
Riversedge Advisors, LLC
|
SELL
|
- |
-8.79K- 26.73% |
$887K - $956K
|
24.1K
$2.57M
|
|
|
Jan 29, 2024
Q4 2023
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-8.88K- 33.71% |
$896K - $965K
|
17.5K
$1.86M
|
|
|
Feb 08, 2024
Q4 2023
|
Royal Harbor Partners, LLC
|
SELL
|
- |
-9.12K- 81.58% |
$921K - $992K
|
2.06K
$220K
|
|
|
Feb 14, 2024
Q4 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-9.17K- 0.93% |
$926K - $998K
|
974K
$104M
|
|
|
Feb 13, 2024
Q4 2023
|
Motive Wealth Advisors
|
SELL
|
- |
-9.24K- 19.5% |
$933K - $1.01M
|
38.2K
$4.07M
|
|
|
Jan 04, 2024
Q4 2023
|
Arden Trust CO
|
SELL
|
- |
-9.32K- 34.62% |
$941K - $1.01M
|
17.6K
$1.88M
|
|
|
Feb 09, 2024
Q4 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-9.41K- 3.36% |
$950K - $1.02M
|
271K
$28.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-9.52K- 20.6% |
$961K - $1.04M
|
36.7K
$3.91M
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-9.58K- 5.32% |
$967K - $1.04M
|
171K
$18.2M
|
|
|
Feb 06, 2024
Q4 2023
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-9.61K- 43.83% |
$970K - $1.05M
|
12.3K
$1.31M
|
|
|
Feb 15, 2024
Q4 2023
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-9.69K- 16.75% |
$979K - $1.05M
|
48.2K
$5.14M
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-9.86K- 15.61% |
$995K - $1.07M
|
53.3K
$5.69M
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-9.91K- 85.38% |
$1M - $1.08M
|
1.7K
$181K
|
|
|
Jan 10, 2024
Q4 2023
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-10.5K- 32.54% |
$1.06M - $1.14M
|
21.7K
$2.31M
|
|
|
Feb 13, 2025
Q4 2023
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-10.5K- 59.08% |
$1.06M - $1.15M
|
7.3K
$779K
|
|
|
Jan 24, 2024
Q4 2023
|
Detalus Advisors, LLC
|
SELL
|
- |
-11.2K- 28.58% |
$1.14M - $1.22M
|
28.1K
$3M
|
|
|
Jan 12, 2024
Q4 2023
|
Apeiron Ria LLC
|
SELL
|
- |
-11.7K- 12.48% |
$1.18M - $1.27M
|
81.7K
$8.71M
|
|
|
Mar 19, 2024
Q4 2023
|
Financial Life Advisors
|
SELL
|
- |
-11.7K- 17.74% |
$1.19M - $1.28M
|
54.4K
$5.81M
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-12.2K- 26.83% |
$1.23M - $1.33M
|
33.3K
$3.56M
|
|
|
Feb 06, 2024
Q4 2023
|
Dravo Bay LLC
Wilmington, DE |
SELL
|
- |
-12.4K- 27.28% |
$1.25M - $1.35M
|
33.1K
$3.53M
|
|
|
Feb 08, 2024
Q4 2023
|
Apexium Financial, LP
|
SELL
|
- |
-12.6K- 56.25% |
$1.28M - $1.37M
|
9.83K
$1.05M
|
|
|
Feb 12, 2024
Q4 2023
|
Rinkey Investments
San Diego, CA |
SELL
|
- |
-13K- 10.5% |
$1.31M - $1.41M
|
111K
$11.8M
|
|
|
Jan 25, 2024
Q4 2023
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-13.1K- 51.62% |
$1.32M - $1.43M
|
12.3K
$1.31M
|
|
|
Jan 16, 2024
Q4 2023
|
Twele Capital Management, Inc.
|
SELL
|
- |
-13.3K- 57.43% |
$1.35M - $1.45M
|
9.88K
$1.05M
|
|
|
Feb 14, 2024
Q4 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-13.4K- 6.43% |
$1.36M - $1.46M
|
195K
$20.9M
|
|
|
Feb 08, 2024
Q4 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-13.5K- 45.81% |
$1.36M - $1.47M
|
16K
$1.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-13.6K- 28.42% |
$1.37M - $1.48M
|
34.2K
$3.65M
|
|
|
Feb 13, 2024
Q4 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-13.6K- 7.07% |
$1.38M - $1.48M
|
179K
$19.1M
|
|
|
Mar 15, 2024
Q4 2023
|
Regis Acquisition Inc.
Denver, CO |
SELL
|
- |
-13.7K- 63.63% |
$1.38M - $1.49M
|
7.83K
$835K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-13.8K- 44.82% |
$1.39M - $1.5M
|
16.9K
$1.81M
|
|
|
Jan 30, 2024
Q4 2023
|
Slow Capital, Inc.
|
SELL
|
- |
-14.1K- 5.68% |
$1.42M - $1.53M
|
234K
$25M
|
|
|
Jan 24, 2024
Q4 2023
|
Financial Insights, Inc.
|
SELL
|
- |
-14.2K- 23.19% |
$1.43M - $1.55M
|
47.1K
$5.02M
|
|
|
Feb 14, 2024
Q4 2023
|
Liquid Strategies, LLC
Atlanta, GA |
SELL
|
- |
-14.5K- 10.61% |
$1.46M - $1.57M
|
122K
$13M
|
|
|
Feb 06, 2024
Q4 2023
|
James Investment Research Inc
|
SELL
|
- |
-14.6K- 38.66% |
$1.47M - $1.58M
|
23.1K
$2.46M
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-14.8K- 66.35% |
$1.49M - $1.61M
|
7.51K
$801K
|
|
|
Jan 03, 2024
Q4 2023
|
Stairway Partners, LLC
|
SELL
|
- |
-15.1K- 8.63% |
$1.53M - $1.65M
|
160K
$17.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-15.3K- 11.18% |
$1.54M - $1.66M
|
121K
$13M
|
|
|
Jan 24, 2024
Q4 2023
|
Cypress Capital Group
|
SELL
|
- |
-15.8K- 34.19% |
$1.6M - $1.72M
|
30.4K
$3.25M
|
|
|
Jan 29, 2024
Q4 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-16K- 52.75% |
$1.62M - $1.75M
|
14.4K
$1.53M
|
|
|
Feb 01, 2024
Q4 2023
|
Burt Wealth Advisors
|
SELL
|
- |
-16.2K- 20.41% |
$1.63M - $1.76M
|
63.1K
$6.73M
|
|
|
Jan 31, 2024
Q4 2023
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-16.3K- 16.44% |
$1.65M - $1.77M
|
82.9K
$8.85M
|
|
|
Jan 18, 2024
Q4 2023
|
Williams Financial, LLC
Bennington, VT |
SELL
|
- |
-16.5K- 8.79% |
$1.66M - $1.79M
|
171K
$18.2M
|
|
|
Feb 06, 2024
Q4 2023
|
Rmr Wealth Builders
|
SELL
|
- |
-16.5K- 11.19% |
$1.67M - $1.79M
|
131K
$14M
|
|
|
Feb 13, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-16.9K- 5.13% |
$1.71M - $1.84M
|
312K
$33.3M
|
|
|
Mar 05, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-17K- 0.42% |
$1.72M - $1.85M
|
4.05M
$432M
|
|
|
Feb 13, 2024
Q4 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-18K- 44.47% |
$1.82M - $1.96M
|
22.5K
$2.4M
|
|
|
Jan 11, 2024
Q4 2023
|
Single Point Partners, LLC
|
SELL
|
- |
-18.6K- 13.38% |
$1.88M - $2.03M
|
121K
$12.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-18.8K- 2.69% |
$1.9M - $2.04M
|
681K
$72.7M
|