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 22, 2024
Q4 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-61.1K- 48.83% |
$6.17M - $6.64M
|
64K
$6.89M
|
|
|
Feb 09, 2024
Q4 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-62.4K- 20.24% |
$6.3M - $6.79M
|
246K
$26.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-64.5K- 93.0% |
$6.52M - $7.02M
|
4.86K
$522K
|
|
|
Feb 01, 2024
Q4 2023
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-66.4K- 43.81% |
$6.7M - $7.22M
|
85.2K
$9.16M
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-66.9K- 0.94% |
$6.75M - $7.27M
|
7.08M
$762M
|
|
|
Jan 11, 2024
Q4 2023
|
Asio Capital, LLC
|
SELL
|
- |
-67.7K- 29.12% |
$6.84M - $7.37M
|
165K
$17.7M
|
|
|
Feb 07, 2024
Q4 2023
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-70.2K- 29.93% |
$7.09M - $7.64M
|
164K
$17.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-73.3K- 10.34% |
$7.4M - $7.97M
|
635K
$68.4M
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-74.7K- 77.12% |
$7.55M - $8.13M
|
22.2K
$2.39M
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-75K- 46.62% |
$7.57M - $8.16M
|
85.9K
$9.24M
|
|
|
Feb 08, 2024
Q4 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-75.2K- 34.65% |
$7.59M - $8.18M
|
142K
$15.3M
|
|
|
Jan 05, 2024
Q4 2023
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-76.3K- 55.71% |
$7.7M - $8.3M
|
60.7K
$6.53M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-76.8K- 3.07% |
$7.75M - $8.35M
|
2.43M
$261M
|
|
|
Jan 22, 2024
Q4 2023
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-77.3K- 2.14% |
$7.81M - $8.41M
|
3.54M
$381M
|
|
|
Feb 12, 2024
Q4 2023
|
Truepoint, Inc.
|
SELL
|
- |
-78.3K- 91.68% |
$7.9M - $8.51M
|
7.1K
$764K
|
|
|
Sep 25, 2024
Q4 2023
|
Passive Capital Management, Llc.
Baltimore, MD |
SELL
|
- |
-80K- 57.58% |
$8.07M - $8.7M
|
58.9K
$6.34M
|
|
|
Feb 14, 2024
Q4 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-80.3K- 93.42% |
$8.11M - $8.73M
|
5.65K
$608K
|
|
|
Feb 07, 2024
Q4 2023
|
Gateway Advisory, LLC
Westfield, NJ |
SELL
|
- |
-81.9K- 96.83% |
$8.27M - $8.91M
|
2.68K
$289K
|
|
|
Feb 08, 2024
Q4 2023
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-88.2K- 67.38% |
$8.9M - $9.59M
|
42.7K
$4.59M
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-98.6K- 30.44% |
$9.95M - $10.7M
|
225K
$24.2M
|
|
|
Feb 13, 2024
Q4 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-113K- 58.69% |
$11.4M - $12.3M
|
79.5K
$8.55M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-117K- 23.97% |
$11.8M - $12.7M
|
370K
$39.8M
|
|
|
Jan 29, 2024
Q4 2023
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-117K- 15.85% |
$11.9M - $12.8M
|
624K
$67.1M
|
|
|
Feb 02, 2024
Q4 2023
|
Bailard, Inc.
|
SELL
|
- |
-118K- 32.3% |
$12M - $12.9M
|
248K
$26.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-125K- 28.48% |
$12.6M - $13.6M
|
313K
$33.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Laird Norton Trust Company, LLC
|
SELL
|
- |
-130K- 67.43% |
$13.1M - $14.2M
|
62.8K
$6.76M
|
|
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-131K- 28.43% |
$13.2M - $14.2M
|
330K
$35.5M
|
|
|
Feb 05, 2024
Q4 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-135K- 36.77% |
$13.6M - $14.7M
|
232K
$24.9M
|
|
|
Feb 01, 2024
Q4 2023
|
1900 Wealth Management LLC
|
SELL
|
- |
-147K- 82.64% |
$14.9M - $16M
|
30.9K
$3.33M
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-147K- 20.95% |
$14.9M - $16M
|
556K
$59.8M
|
|
|
Feb 08, 2024
Q4 2023
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
SELL
|
- |
-158K- 41.57% |
$15.9M - $17.1M
|
221K
$23.8M
|
|
|
Jan 23, 2024
Q4 2023
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-171K- 96.26% |
$17.3M - $18.6M
|
6.65K
$716K
|
|
|
Feb 13, 2024
Q4 2023
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-173K- 84.26% |
$17.5M - $18.8M
|
32.4K
$3.48M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-334K- 18.61% |
$33.7M - $36.3M
|
1.46M
$157M
|
|
|
Feb 12, 2024
Q4 2023
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-375K- 40.2% |
$37.9M - $40.8M
|
558K
$60M
|
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-402K- 38.79% |
$40.5M - $43.7M
|
634K
$68.2M
|
|
|
Jan 16, 2024
Q4 2023
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-426K- 84.6% |
$43M - $46.3M
|
77.5K
$8.34M
|
|
|
Feb 09, 2024
Q4 2023
|
Betterment LLC
New York, NY |
SELL
|
- |
-498K- 4.85% |
$50.3M - $54.2M
|
9.76M
$1.05B
|
|
|
Jan 19, 2024
Q4 2023
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-536K- 86.51% |
$54.1M - $58.3M
|
83.6K
$8.99M
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-575K- 6.02% |
$58.1M - $62.6M
|
8.98M
$966M
|
|
|
Feb 14, 2024
Q4 2023
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-675K- 17.53% |
$68.1M - $73.4M
|
3.17M
$341M
|
|
|
Feb 14, 2024
Q4 2023
|
Centiva Capital, LP
New York, NY |
SELL
|
- |
-743K- 30.7% |
$75M - $80.8M
|
1.68M
$180M
|
|
|
Jan 25, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-990K- 99.08% |
$100M - $108M
|
9.22K
$992K
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.01M- 8.64% |
$102M - $110M
|
10.7M
$1.15B
|
|
|
Feb 09, 2024
Q4 2023
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-1.92M- 60.91% |
$194M - $209M
|
1.24M
$133M
|
|
|
Jan 23, 2024
Q4 2023
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-8.4M- 67.76% |
$848M - $914M
|
4M
$430M
|