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 11, 2024
Q4 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
33K+ 6.55% |
$3.33M - $3.59M
|
537K
$58M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
32.5KNew |
$3.28M - $3.53M
|
32.5K
$3.51M
|
|
|
Feb 09, 2024
Q4 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
32.3KNew |
$3.26M - $3.51M
|
32.3K
$3.49M
|
|
|
Mar 05, 2024
Q4 2023
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
31.9KNew |
$3.22M - $3.47M
|
31.9K
$3.45M
|
|
|
Jan 12, 2024
Q4 2023
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
31.7K+ 150.68% |
$3.2M - $3.44M
|
52.7K
$5.69M
|
|
|
Feb 13, 2024
Q4 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
31.4KNew |
$3.17M - $3.41M
|
31.4K
$3.39M
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
31KNew |
$3.13M - $3.37M
|
31K
$3.35M
|
|
|
Jan 26, 2024
Q4 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
30.9K+ 23.55% |
$3.12M - $3.36M
|
162K
$17.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Chesapeake Capital Corp /Il/
Richmond, VA |
BUY
|
- |
30.4KNew |
$3.07M - $3.31M
|
30.4K
$3.29M
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
29.5K+ 85.53% |
$2.98M - $3.21M
|
64.1K
$6.93M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
29K+ 59.03% |
$2.93M - $3.16M
|
78.2K
$8.45M
|
|
|
Jan 31, 2024
Q4 2023
|
Stephenson & Company, Inc.
San Clemente, CA |
BUY
|
- |
28.5KNew |
$2.88M - $3.1M
|
28.5K
$3.09M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
28.3K+ 12.02% |
$2.86M - $3.08M
|
264K
$28.5M
|
|
|
Jan 09, 2024
Q4 2023
|
Wedmont Private Capital
|
BUY
|
- |
27.8K+ 15.6% |
$2.8M - $3.02M
|
206K
$22.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
27.2K+ 5.72% |
$2.75M - $2.96M
|
503K
$54.4M
|
|
|
Feb 08, 2024
Q4 2023
|
Hoge Financial Services, LLC
Canonsburg, PA |
BUY
|
- |
26.4KNew |
$2.67M - $2.87M
|
26.4K
$2.86M
|
|
|
Mar 15, 2024
Q4 2023
|
Hart & Patterson Financial Group LLC
Amherst, MA |
BUY
|
- |
25.9KNew |
$2.61M - $2.81M
|
25.9K
$2.79M
|
|
|
Feb 01, 2024
Q4 2023
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
25.8KNew |
$2.6M - $2.8M
|
25.8K
$2.78M
|
|
|
Feb 07, 2024
Q4 2023
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
BUY
|
- |
25.6KNew |
$2.59M - $2.79M
|
25.6K
$2.77M
|
|
|
Jan 09, 2024
Q4 2023
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
BUY
|
- |
25.5KNew |
$2.58M - $2.77M
|
25.5K
$2.76M
|
|
|
Jan 12, 2024
Q4 2023
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
25.4K+ 751.51% |
$2.56M - $2.76M
|
28.8K
$3.11M
|
|
|
Feb 06, 2024
Q4 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
25.1K+ 89.44% |
$2.53M - $2.73M
|
53.1K
$5.74M
|
|
|
Feb 12, 2024
Q4 2023
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
24.9K+ 321.29% |
$2.52M - $2.71M
|
32.7K
$3.53M
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
24.6K+ 379.29% |
$2.48M - $2.68M
|
31.1K
$3.36M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
24.4K+ 0.87% |
$2.46M - $2.65M
|
2.82M
$304M
|
|
|
Jan 31, 2024
Q4 2023
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
24.2KNew |
$2.44M - $2.63M
|
24.2K
$2.61M
|
|
|
Jan 25, 2024
Q4 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
23.4K+ 4.99% |
$2.36M - $2.55M
|
493K
$53.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
23.2K+ 38.79% |
$2.34M - $2.52M
|
82.9K
$8.96M
|
|
|
Jan 02, 2024
Q4 2023
|
Symmetry Partners, LLC
|
BUY
|
- |
22.7K+ 5.77% |
$2.29M - $2.46M
|
416K
$44.9M
|
|
|
Feb 06, 2024
Q4 2023
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
22.5KNew |
$2.27M - $2.45M
|
22.5K
$2.43M
|
|
|
Jan 22, 2024
Q4 2023
|
Durante & Waters, LLC
Brewster, NY |
BUY
|
- |
22.5KNew |
$2.27M - $2.45M
|
22.5K
$2.43M
|
|
|
Jan 23, 2024
Q4 2023
|
Avid Wealth Partners LLC
San Antonio, TX |
BUY
|
- |
22.2KNew |
$2.24M - $2.42M
|
22.2K
$2.4M
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
21.7KNew |
$2.19M - $2.36M
|
21.7K
$2.34M
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
21.2K+ 29.63% |
$2.14M - $2.3M
|
92.5K
$10M
|
|
|
Jan 29, 2024
Q4 2023
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
21KNew |
$2.12M - $2.29M
|
21K
$2.27M
|
|
|
Feb 14, 2024
Q4 2023
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
20.6KNew |
$2.08M - $2.24M
|
20.6K
$2.23M
|
|
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
19.6KNew |
$1.98M - $2.13M
|
19.6K
$2.12M
|
|
|
Feb 12, 2024
Q4 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
19.5K+ 21.74% |
$1.97M - $2.12M
|
109K
$11.8M
|
|
|
Feb 02, 2024
Q4 2023
|
Florin Court Capital LLP
|
BUY
|
- |
19.3KNew |
$1.95M - $2.1M
|
19.3K
$2.09M
|
|
|
Feb 05, 2024
Q4 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
19.2KNew |
$1.94M - $2.09M
|
19.2K
$2.07M
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
19.1K+ 58.37% |
$1.93M - $2.08M
|
51.8K
$5.6M
|
|
|
Jan 24, 2024
Q4 2023
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
18.8K+ 843.27% |
$1.9M - $2.05M
|
21K
$2.27M
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
18.6K+ 12.63% |
$1.88M - $2.03M
|
166K
$18M
|
|
|
Jan 23, 2024
Q4 2023
|
Envision Financial Planning, LLC
Memphis, TN |
BUY
|
- |
18.6KNew |
$1.88M - $2.02M
|
18.6K
$2.01M
|
|
|
Feb 09, 2024
Q4 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
18.6K+ 16.42% |
$1.88M - $2.02M
|
132K
$14.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
18.4K+ 3.5% |
$1.86M - $2M
|
544K
$58.8M
|
|
|
Feb 13, 2024
Q4 2023
|
United Community Bank
Greenville, SC |
BUY
|
- |
18.3K+ 1117.01% |
$1.85M - $1.99M
|
20K
$2.16M
|
|
|
Jan 25, 2024
Q4 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
18K+ 292.05% |
$1.82M - $1.96M
|
24.2K
$2.62M
|
|
|
Jan 19, 2024
Q4 2023
|
Wealth Management Resources, Inc.
|
BUY
|
- |
17.5K+ 79.91% |
$1.76M - $1.9M
|
39.3K
$4.25M
|
|
|
Jan 19, 2024
Q4 2023
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
17.4K+ 45.66% |
$1.76M - $1.89M
|
55.5K
$6M
|