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 02, 2024
Q4 2023
|
Brio Consultants, LLC
|
SELL
|
- |
-20.1K- 40.58% |
$2.03M - $2.19M
|
29.4K
$3.17M
|
|
|
Feb 13, 2024
Q4 2023
|
Waterford Advisors, LLC
Orchard Park, NY |
SELL
|
- |
-20.1K- 24.68% |
$2.03M - $2.19M
|
61.4K
$6.61M
|
|
|
Jan 10, 2024
Q4 2023
|
Veery Capital, LLC
|
SELL
|
- |
-20.6K- 21.06% |
$2.08M - $2.24M
|
77.2K
$8.31M
|
|
|
Feb 05, 2024
Q4 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-20.9K- 83.87% |
$2.11M - $2.27M
|
4.02K
$432K
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-21.9K- 33.12% |
$2.21M - $2.38M
|
44.2K
$4.76M
|
|
|
Jan 31, 2024
Q4 2023
|
Forte Asset Management LLC
|
SELL
|
- |
-21.9K- 49.39% |
$2.21M - $2.38M
|
22.5K
$2.42M
|
|
|
Jan 23, 2024
Q4 2023
|
Afs Financial Group, LLC
Bethesda, MD |
SELL
|
- |
-22.6K- 60.85% |
$2.28M - $2.46M
|
14.5K
$1.56M
|
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-23.1K- 26.06% |
$2.33M - $2.51M
|
65.4K
$7.04M
|
|
|
Feb 06, 2024
Q4 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-23.8K- 28.51% |
$2.4M - $2.58M
|
59.6K
$6.41M
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-23.9K- 20.24% |
$2.41M - $2.6M
|
94.1K
$10.1M
|
|
|
Jan 22, 2024
Q4 2023
|
Private Ocean, LLC
|
SELL
|
- |
-24.1K- 21.26% |
$2.43M - $2.62M
|
89.3K
$9.61M
|
|
|
Feb 07, 2024
Q4 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-24.4K- 18.53% |
$2.46M - $2.65M
|
107K
$11.5M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-24.6K- 81.62% |
$2.49M - $2.68M
|
5.55K
$597K
|
|
|
Jan 12, 2024
Q4 2023
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-25.2K- 85.95% |
$2.54M - $2.74M
|
4.12K
$443K
|
|
|
Feb 12, 2024
Q4 2023
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-25.4K- 72.39% |
$2.56M - $2.76M
|
9.68K
$1.04M
|
|
|
Jan 29, 2024
Q4 2023
|
Hartford Financial Management Inc.
|
SELL
|
- |
-25.6K- 94.03% |
$2.58M - $2.78M
|
1.63K
$175K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-26.1K- 18.14% |
$2.64M - $2.84M
|
118K
$12.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-26.4K- 15.66% |
$2.67M - $2.88M
|
142K
$15.3M
|
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-27.4K- 2.57% |
$2.77M - $2.98M
|
1.04M
$112M
|
|
|
Feb 13, 2024
Q4 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-28.2K- 19.49% |
$2.85M - $3.07M
|
117K
$12.6M
|
|
|
Feb 06, 2024
Q4 2023
|
Stokes Family Office, LLC
|
SELL
|
- |
-28.7K- 62.86% |
$2.9M - $3.12M
|
16.9K
$1.82M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-29.1K- 2.07% |
$2.94M - $3.17M
|
1.38M
$148M
|
|
|
Feb 05, 2024
Q4 2023
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-30.5K- 10.79% |
$3.08M - $3.31M
|
252K
$27.1M
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-31.4K- 34.44% |
$3.17M - $3.41M
|
59.7K
$6.43M
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-31.4K- 34.44% |
$3.17M - $3.41M
|
59.7K
$6.43M
|
|
|
Jan 10, 2024
Q4 2023
|
Legacy Private Trust Co.
|
SELL
|
- |
-31.6K- 27.89% |
$3.2M - $3.44M
|
81.8K
$8.8M
|
|
|
Jan 09, 2024
Q4 2023
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-31.9K- 90.92% |
$3.22M - $3.47M
|
3.19K
$343K
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-33.8K- 23.48% |
$3.41M - $3.68M
|
110K
$11.9M
|
|
|
Jan 23, 2024
Q4 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-34.3K- 32.76% |
$3.46M - $3.73M
|
70.4K
$7.57M
|
|
|
Jan 05, 2024
Q4 2023
|
Apella Capital, LLC
|
SELL
|
- |
-34.5K- 14.45% |
$3.49M - $3.75M
|
204K
$22M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-37.3K- 10.17% |
$3.76M - $4.05M
|
329K
$35.4M
|
|
|
Feb 01, 2024
Q4 2023
|
Pds Planning, Inc
|
SELL
|
- |
-39.1K- 33.33% |
$3.95M - $4.26M
|
78.3K
$8.42M
|
|
|
Jan 17, 2024
Q4 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-39.8K- 42.61% |
$4.01M - $4.32M
|
53.6K
$5.76M
|
|
|
Feb 14, 2024
Q4 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-40.2K- 49.6% |
$4.06M - $4.37M
|
40.8K
$4.39M
|
|
|
Feb 07, 2024
Q4 2023
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-40.3K- 54.79% |
$4.07M - $4.38M
|
33.2K
$3.58M
|
|
|
Jan 18, 2024
Q4 2023
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-43.8K- 32.79% |
$4.42M - $4.76M
|
89.7K
$9.66M
|
|
|
Feb 06, 2024
Q4 2023
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-44.6K- 71.74% |
$4.51M - $4.86M
|
17.6K
$1.89M
|
|
|
Jan 12, 2024
Q4 2023
|
Cx Institutional
|
SELL
|
- |
-47.6K- 23.0% |
$4.81M - $5.18M
|
160K
$17.2M
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-48K- 31.97% |
$4.85M - $5.23M
|
102K
$11M
|
|
|
Jan 09, 2024
Q4 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-49.1K- 30.05% |
$4.96M - $5.34M
|
114K
$12.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-50.7K- 59.8% |
$5.12M - $5.51M
|
34.1K
$3.67M
|
|
|
Jan 26, 2024
Q4 2023
|
One Advisory Partners, LLC
|
SELL
|
- |
-51.5K- 63.08% |
$5.2M - $5.6M
|
30.1K
$3.24M
|
|
|
Jan 30, 2024
Q4 2023
|
Aspen Wealth Strategies, LLC
Arvada, CO |
SELL
|
- |
-51.6K- 81.12% |
$5.21M - $5.61M
|
12K
$1.29M
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-53.8K- 29.19% |
$5.44M - $5.86M
|
131K
$14.1M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-56.1K- 13.91% |
$5.67M - $6.11M
|
348K
$37.4M
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
SELL
|
- |
-57K- 35.92% |
$5.76M - $6.2M
|
102K
$10.9M
|
|
|
Feb 27, 2024
Q4 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-57.3K- 67.75% |
$5.79M - $6.24M
|
27.3K
$2.94M
|
|
|
Feb 09, 2024
Q4 2023
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-57.4K- 90.45% |
$5.8M - $6.25M
|
6.07K
$653K
|
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-57.9K- 46.0% |
$5.84M - $6.29M
|
67.9K
$7.31M
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-59.3K- 16.23% |
$5.99M - $6.45M
|
306K
$32.9M
|