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 24, 2024
Q4 2023
|
Liberty Capital Management, Inc.
|
BUY
|
- |
17.4KNew |
$1.75M - $1.89M
|
17.4K
$1.87M
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
17.1K+ 7.99% |
$1.72M - $1.86M
|
230K
$24.8M
|
|
|
Jan 11, 2024
Q4 2023
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
17K+ 217.29% |
$1.72M - $1.85M
|
24.9K
$2.67M
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
17K+ 24.56% |
$1.71M - $1.85M
|
86K
$9.26M
|
|
|
Jan 18, 2024
Q4 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
17K+ 122.35% |
$1.71M - $1.84M
|
30.8K
$3.31M
|
|
|
Feb 02, 2024
Q4 2023
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
16.4K+ 12.31% |
$1.65M - $1.78M
|
149K
$16.1M
|
|
|
Jan 02, 2024
Q4 2023
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
16.1K+ 43.57% |
$1.62M - $1.75M
|
52.9K
$5.69M
|
|
|
Jan 11, 2024
Q4 2023
|
Exchange Bank
Santa Rosa, CA |
BUY
|
- |
16K+ 58.59% |
$1.62M - $1.75M
|
43.4K
$4.67M
|
|
|
Jan 11, 2024
Q4 2023
|
Radnor Capital Management, LLC
|
BUY
|
- |
16KNew |
$1.62M - $1.74M
|
16K
$1.72M
|
|
|
Feb 09, 2024
Q4 2023
|
Crewe Advisors LLC
|
BUY
|
- |
16K+ 29.84% |
$1.61M - $1.74M
|
69.4K
$7.47M
|
|
|
Jul 30, 2024
Q4 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
15.8KNew |
$1.6M - $1.72M
|
15.8K
$1.7M
|
|
|
Jan 09, 2024
Q4 2023
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
15.6KNew |
$1.58M - $1.7M
|
15.6K
$1.68M
|
|
|
Feb 13, 2024
Q4 2023
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
15.5KNew |
$1.57M - $1.69M
|
15.5K
$1.67M
|
|
|
Feb 12, 2024
Q4 2023
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
15.5KNew |
$1.56M - $1.68M
|
15.5K
$1.67M
|
|
|
Feb 06, 2024
Q4 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
14.9K+ 34.64% |
$1.51M - $1.63M
|
58.1K
$6.25M
|
|
|
Feb 05, 2024
Q4 2023
|
Ledyard National Bank
|
BUY
|
- |
14.9K+ 8.92% |
$1.5M - $1.62M
|
182K
$19.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
14.8K+ 353.27% |
$1.49M - $1.61M
|
18.9K
$2.04M
|
|
|
Feb 14, 2024
Q4 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
14.3K+ 10.38% |
$1.44M - $1.55M
|
152K
$16.3M
|
|
|
Feb 05, 2024
Q4 2023
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
14.2K+ 84.83% |
$1.43M - $1.54M
|
30.8K
$3.32M
|
|
|
Feb 07, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
13.9KNew |
$1.4M - $1.51M
|
13.9K
$1.49M
|
|
|
Jan 10, 2024
Q4 2023
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
13.6KNew |
$1.37M - $1.48M
|
13.6K
$1.46M
|
|
|
Jan 22, 2024
Q4 2023
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
13.2K+ 427.45% |
$1.33M - $1.44M
|
16.3K
$1.75M
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
13K+ 4.5% |
$1.31M - $1.41M
|
302K
$32.5M
|
|
|
Jan 22, 2024
Q4 2023
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
12.5K+ 39.97% |
$1.26M - $1.36M
|
43.6K
$4.69M
|
|
|
Feb 13, 2024
Q4 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
12.4K+ 36.33% |
$1.26M - $1.35M
|
46.7K
$5.02M
|
|
|
Feb 09, 2024
Q4 2023
|
Dorval Corp
Maple Grove, MN |
BUY
|
- |
12.4KNew |
$1.26M - $1.35M
|
12.4K
$1.34M
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
12.4K+ 2.98% |
$1.26M - $1.35M
|
429K
$46.2M
|
|
|
Jun 17, 2024
Q4 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
12.4K+ 26.1% |
$1.25M - $1.35M
|
60K
$6.46M
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
BUY
|
- |
12.3K+ 149.68% |
$1.24M - $1.33M
|
20.4K
$2.2M
|
|
|
Feb 01, 2024
Q4 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
12.1K+ 645.29% |
$1.22M - $1.32M
|
14K
$1.51M
|
|
|
Feb 12, 2024
Q4 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
12.1K+ 109.25% |
$1.22M - $1.31M
|
23.1K
$2.49M
|
|
|
Feb 06, 2024
Q4 2023
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
11.6K+ 18.97% |
$1.17M - $1.26M
|
72.5K
$7.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
11.5K+ 60.55% |
$1.16M - $1.25M
|
30.5K
$3.28M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
11.5K+ 2.14% |
$1.16M - $1.25M
|
549K
$59M
|
|
|
Feb 14, 2024
Q4 2023
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
11.4KNew |
$1.15M - $1.24M
|
11.4K
$1.23M
|
|
|
Feb 09, 2024
Q4 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
11.4K+ 179.87% |
$1.15M - $1.24M
|
17.7K
$1.91M
|
|
|
Feb 12, 2024
Q4 2023
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
11.4K+ 26.1% |
$1.15M - $1.24M
|
54.9K
$5.9M
|
|
|
Feb 06, 2024
Q4 2023
|
Gryphon Financial Partners LLC
|
BUY
|
- |
11.3KNew |
$1.14M - $1.23M
|
11.3K
$1.21M
|
|
|
Mar 21, 2024
Q4 2023
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
11.2KNew |
$1.13M - $1.22M
|
11.2K
$1.21M
|
|
|
Feb 14, 2024
Q4 2023
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
BUY
|
- |
11.1KNew |
$1.12M - $1.21M
|
11.1K
$1.19M
|
|
|
Jan 29, 2024
Q4 2023
|
Cook Wealth Management Group LLC
Raleigh, NC |
BUY
|
- |
10.9K+ 12.75% |
$1.11M - $1.19M
|
96.8K
$10.4M
|
|
|
Jan 25, 2024
Q4 2023
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
10.7K+ 93.54% |
$1.09M - $1.17M
|
22.2K
$2.39M
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
10.7K+ 22.35% |
$1.08M - $1.16M
|
58.4K
$6.28M
|
|
|
Jan 25, 2024
Q4 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
10.6K+ 345.12% |
$1.07M - $1.15M
|
13.7K
$1.47M
|
|
|
Feb 12, 2024
Q4 2023
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
10.4K+ 15.14% |
$1.05M - $1.13M
|
79.3K
$8.53M
|
|
|
Jan 23, 2024
Q4 2023
|
Capstone Capital Wealth Advisors
Henderson, NV |
BUY
|
- |
10.4KNew |
$1.05M - $1.13M
|
10.4K
$1.12M
|
|
|
Jan 24, 2024
Q4 2023
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
10.4KNew |
$1.05M - $1.13M
|
10.4K
$1.12M
|
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
10.4KNew |
$1.05M - $1.13M
|
10.4K
$1.12M
|
|
|
Jan 18, 2024
Q4 2023
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
10.2K+ 60.86% |
$1.03M - $1.11M
|
27K
$2.91M
|
|
|
Jan 19, 2024
Q4 2023
|
Sharkey, Howes & Javer
|
BUY
|
- |
10.2K+ 51.59% |
$1.03M - $1.11M
|
30K
$3.23M
|