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 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
68.5K+ 76.25% |
$6.92M - $7.45M
|
158K
$17.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
67.5K+ 8.94% |
$6.82M - $7.34M
|
823K
$88.9M
|
|
|
Jan 25, 2024
Q4 2023
|
Raub Brock Capital Management LP
|
BUY
|
- |
66.4KNew |
$6.7M - $7.22M
|
66.4K
$7.17M
|
|
|
Feb 14, 2024
Q4 2023
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
66.2K+ 36.65% |
$6.69M - $7.2M
|
247K
$26.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
66KNew |
$6.66M - $7.18M
|
66K
$7.13M
|
|
|
Jan 25, 2024
Q4 2023
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
BUY
|
- |
65.8KNew |
$6.64M - $7.15M
|
65.8K
$7.11M
|
|
|
Feb 14, 2024
Q4 2023
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
64.7K+ 1383.64% |
$6.53M - $7.04M
|
69.4K
$7.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
64.6KNew |
$6.52M - $7.03M
|
64.6K
$6.98M
|
|
|
Feb 09, 2024
Q4 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
64.6K+ 46.29% |
$6.52M - $7.02M
|
204K
$22M
|
|
|
Jan 24, 2024
Q4 2023
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
63.3KNew |
$6.39M - $6.89M
|
63.3K
$6.85M
|
|
|
Jan 16, 2024
Q4 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
60.4K+ 5.85% |
$6.09M - $6.56M
|
1.09M
$118M
|
|
|
Jan 30, 2024
Q4 2023
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
59.7K+ 134.29% |
$6.03M - $6.49M
|
104K
$11.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
58.1K+ 27.75% |
$5.86M - $6.32M
|
267K
$28.9M
|
|
|
Feb 06, 2024
Q4 2023
|
Regions Financial Corp
|
BUY
|
- |
57.4K+ 34.13% |
$5.8M - $6.25M
|
226K
$24.4M
|
|
|
Jan 26, 2024
Q4 2023
|
Aspiriant, LLC
|
BUY
|
- |
56.3K+ 38.37% |
$5.69M - $6.13M
|
203K
$22M
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
53.8K+ 36.76% |
$5.43M - $5.85M
|
200K
$21.6M
|
|
|
Mar 05, 2024
Q4 2023
|
Processus Wealth & Capital Management, LLC
Brentwood, TN |
BUY
|
- |
53.4KNew |
$5.39M - $5.81M
|
53.4K
$5.77M
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
53K+ 5.8% |
$5.35M - $5.77M
|
968K
$105M
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
53K+ 6.02% |
$5.35M - $5.76M
|
933K
$101M
|
|
|
Feb 05, 2024
Q4 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
52K+ 37.7% |
$5.25M - $5.66M
|
190K
$20.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
51.3K+ 2.59% |
$5.18M - $5.58M
|
2.03M
$219M
|
|
|
Jan 29, 2024
Q4 2023
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
51.3K+ 102.8% |
$5.18M - $5.58M
|
101K
$10.9M
|
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
50.6KNew |
$5.11M - $5.51M
|
50.6K
$5.47M
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
50.6K+ 91.88% |
$5.11M - $5.51M
|
106K
$11.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
49K+ 47.09% |
$4.95M - $5.33M
|
153K
$16.6M
|
|
|
Jan 29, 2024
Q4 2023
|
Elm Partners Management LLC
|
BUY
|
- |
48.7K+ 48.74% |
$4.91M - $5.29M
|
148K
$16.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
BUY
|
- |
47.8KNew |
$4.83M - $5.2M
|
47.8K
$5.17M
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
45.4K+ 14.49% |
$4.58M - $4.94M
|
359K
$38.8M
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
43.8K+ 33.47% |
$4.42M - $4.76M
|
175K
$18.9M
|
|
|
Feb 01, 2024
Q4 2023
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
43.6K+ 115.93% |
$4.4M - $4.74M
|
81.2K
$8.78M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
41.8K+ 6.73% |
$4.22M - $4.54M
|
662K
$71.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
41.2K+ 7.23% |
$4.16M - $4.49M
|
612K
$66.1M
|
|
|
Jan 29, 2024
Q4 2023
|
Ironwood Wealth Management, Llc.
|
BUY
|
- |
40.7K+ 93.89% |
$4.11M - $4.43M
|
84K
$9.08M
|
|
|
Jan 30, 2024
Q4 2023
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
40.6K+ 26.8% |
$4.1M - $4.42M
|
192K
$20.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
39.7K+ 3.34% |
$4.01M - $4.32M
|
1.23M
$133M
|
|
|
Feb 06, 2024
Q4 2023
|
Power Wealth Management LLC
Roswell, GA |
BUY
|
- |
39.5KNew |
$3.99M - $4.29M
|
39.5K
$4.27M
|
|
|
Jan 29, 2024
Q4 2023
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
39.2K+ 845.52% |
$3.95M - $4.26M
|
43.8K
$4.73M
|
|
|
Jan 12, 2024
Q4 2023
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
39.1KNew |
$3.95M - $4.25M
|
39.1K
$4.22M
|
|
|
Mar 20, 2024
Q4 2023
|
Ariston Services Group
San Diego, CA |
BUY
|
- |
38.1KNew |
$3.85M - $4.15M
|
38.1K
$4.12M
|
|
|
Jan 23, 2024
Q4 2023
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
37.4K+ 53.08% |
$3.78M - $4.07M
|
108K
$11.7M
|
|
|
Feb 08, 2024
Q4 2023
|
Brown Advisory Inc
|
BUY
|
- |
37K+ 72.86% |
$3.74M - $4.03M
|
87.8K
$9.49M
|
|
|
Feb 13, 2024
Q4 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
36KNew |
$3.64M - $3.92M
|
36K
$3.89M
|
|
|
Feb 14, 2024
Q4 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
36KNew |
$3.64M - $3.92M
|
36K
$3.89M
|
|
|
Feb 22, 2024
Q4 2023
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
35.4KNew |
$3.57M - $3.85M
|
35.4K
$3.83M
|
|
|
Jan 11, 2024
Q4 2023
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
35.2K+ 43.67% |
$3.55M - $3.83M
|
116K
$12.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Hancock Whitney Corp
|
BUY
|
- |
34.8K+ 86.04% |
$3.51M - $3.79M
|
75.3K
$8.13M
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
33.9K+ 35.93% |
$3.42M - $3.68M
|
128K
$13.9M
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
33.6K+ 320.98% |
$3.4M - $3.66M
|
44.1K
$4.77M
|
|
|
Feb 08, 2024
Q4 2023
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
33.4K+ 195.4% |
$3.37M - $3.63M
|
50.5K
$5.46M
|
|
|
Jan 10, 2024
Q4 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
33.3K+ 575.51% |
$3.36M - $3.62M
|
39.1K
$4.23M
|