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 12, 2024
Q4 2023
|
Platte River Wealth Advisors, LLC
|
BUY
|
- |
10.2K+ 273.88% |
$1.03M - $1.11M
|
13.9K
$1.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
10.2KNew |
$1.03M - $1.1M
|
10.2K
$1.1M
|
|
|
Feb 08, 2024
Q4 2023
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
10KNew |
$1.01M - $1.09M
|
10K
$1.08M
|
|
|
Jan 23, 2024
Q4 2023
|
Webster Bank, N. A.
|
BUY
|
- |
10KNew |
$1.01M - $1.09M
|
10K
$1.08M
|
|
|
Feb 05, 2024
Q4 2023
|
Victory Capital Management Inc
|
BUY
|
- |
10KNew |
$1.01M - $1.09M
|
10K
$1.08M
|
|
|
Jan 31, 2024
Q4 2023
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
10K+ 56.15% |
$1.01M - $1.09M
|
27.8K
$3M
|
|
|
Feb 14, 2024
Q4 2023
|
Biltmore Family Office, LLC
|
BUY
|
- |
9.79K+ 35.94% |
$988K - $1.06M
|
37K
$4M
|
|
|
Jan 12, 2024
Q4 2023
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
9.77K+ 297.08% |
$986K - $1.06M
|
13.1K
$1.41M
|
|
|
Jan 29, 2024
Q4 2023
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
9.77KNew |
$986K - $1.06M
|
9.77K
$1.06M
|
|
|
Feb 12, 2024
Q4 2023
|
Corda Investment Management, Llc.
Houston, TX |
BUY
|
- |
9.67KNew |
$977K - $1.05M
|
9.67K
$1.05M
|
|
|
Jan 25, 2024
Q4 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
9.58KNew |
$967K - $1.04M
|
9.58K
$1.04M
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
9.41K+ 6.1% |
$950K - $1.02M
|
164K
$17.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
9.36KNew |
$945K - $1.02M
|
9.36K
$1.01M
|
|
|
Feb 05, 2024
Q4 2023
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
9.34KNew |
$943K - $1.02M
|
9.34K
$1.01M
|
|
|
Feb 02, 2024
Q4 2023
|
Compass Financial Group, Inc.
|
BUY
|
- |
9.23KNew |
$932K - $1M
|
9.23K
$998K
|
|
|
Feb 05, 2024
Q4 2023
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
9.18KNew |
$927K - $999K
|
9.18K
$993K
|
|
|
Jan 29, 2024
Q4 2023
|
Windward Private Wealth Management Inc.
|
BUY
|
- |
9.1K+ 105.08% |
$919K - $990K
|
17.8K
$1.92M
|
|
|
Jan 26, 2024
Q4 2023
|
Albion Financial Group
|
BUY
|
- |
8.99K+ 22.71% |
$908K - $978K
|
48.6K
$5.25M
|
|
|
Feb 14, 2024
Q4 2023
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
8.68K+ 11.51% |
$877K - $945K
|
84.1K
$9.09M
|
|
|
Feb 12, 2024
Q4 2023
|
Ballentine Capital Advisors, Inc
Greenville, SC |
BUY
|
- |
8.34KNew |
$842K - $907K
|
8.34K
$901K
|
|
|
Jan 19, 2024
Q4 2023
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
8.26KNew |
$834K - $898K
|
8.26K
$893K
|
|
|
Jan 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
8.26K+ 32.51% |
$834K - $898K
|
33.6K
$3.64M
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
8.18KNew |
$826K - $890K
|
8.18K
$885K
|
|
|
Jan 30, 2024
Q4 2023
|
Members Trust CO
|
BUY
|
- |
8.15KNew |
$823K - $886K
|
8.15K
$881K
|
|
|
Feb 12, 2024
Q4 2023
|
Connable Office Inc
|
BUY
|
- |
8.05KNew |
$812K - $875K
|
8.05K
$870K
|
|
|
Feb 05, 2024
Q4 2023
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
8.04K+ 201.91% |
$812K - $875K
|
12K
$1.3M
|
|
|
Feb 06, 2024
Q4 2023
|
First National Trust CO
|
BUY
|
- |
8.04K+ 14.9% |
$812K - $875K
|
62K
$6.7M
|
|
|
Jan 10, 2024
Q4 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
8.02K+ 12.45% |
$810K - $872K
|
72.4K
$7.83M
|
|
|
Jan 26, 2024
Q4 2023
|
Hbc Financial Services, Pllc
|
BUY
|
- |
7.86K+ 6.04% |
$794K - $855K
|
138K
$14.9M
|
|
|
Feb 07, 2024
Q4 2023
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
7.84K+ 158.78% |
$791K - $852K
|
12.8K
$1.38M
|
|
|
Jan 31, 2024
Q4 2023
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
7.82KNew |
$789K - $850K
|
7.82K
$845K
|
|
|
Jan 19, 2024
Q4 2023
|
Hengehold Capital Management LLC
|
BUY
|
- |
7.73K+ 10.77% |
$780K - $841K
|
79.5K
$8.59M
|
|
|
Jan 24, 2024
Q4 2023
|
Sofi Wealth, LLC
|
BUY
|
- |
7.65K+ 2.07% |
$773K - $832K
|
377K
$40.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Alley Investment Management Company, LLC
|
BUY
|
- |
7.65K+ 7.42% |
$773K - $832K
|
111K
$12M
|
|
|
Feb 14, 2024
Q4 2023
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
7.49K+ 111.18% |
$756K - $815K
|
14.2K
$1.54M
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
7.47K+ 32.6% |
$754K - $812K
|
30.4K
$3.28M
|
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
7.44K+ 113.18% |
$751K - $809K
|
14K
$1.51M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
7.23K+ 71.41% |
$730K - $787K
|
17.4K
$1.88M
|
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
7.2K+ 9.18% |
$727K - $784K
|
85.7K
$9.26M
|
|
|
Jan 30, 2024
Q4 2023
|
Allen Capital Group, LLC
|
BUY
|
- |
7.15KNew |
$721K - $777K
|
7.15K
$772K
|
|
|
Aug 05, 2024
Q4 2023
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
7.12K+ 238.55% |
$719K - $775K
|
10.1K
$1.09M
|
|
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
7.09K+ 11.21% |
$716K - $771K
|
70.4K
$7.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Lansing Street Advisors
|
BUY
|
- |
7.07KNew |
$714K - $769K
|
7.07K
$764K
|
|
|
Jan 05, 2024
Q4 2023
|
Wiser Wealth Management, Inc
|
BUY
|
- |
7.04K+ 103.63% |
$711K - $766K
|
13.8K
$1.5M
|
|
|
Jan 24, 2024
Q4 2023
|
Cfo4 Life Group, LLC
|
BUY
|
- |
6.97KNew |
$704K - $758K
|
6.97K
$753K
|
|
|
Jan 25, 2024
Q4 2023
|
Villere St Denis J & CO LLC
|
BUY
|
- |
6.96KNew |
$703K - $757K
|
6.96K
$752K
|
|
|
Feb 07, 2024
Q4 2023
|
Private Portfolio Partners LLC
|
BUY
|
- |
6.92K+ 104.5% |
$699K - $753K
|
13.6K
$1.46M
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
6.92K+ 19.36% |
$699K - $753K
|
42.7K
$4.61M
|
|
|
Feb 01, 2024
Q4 2023
|
First National Bank Sioux Falls
|
BUY
|
- |
6.87K+ 120.93% |
$694K - $747K
|
12.6K
$1.36M
|
|
|
Feb 13, 2024
Q4 2023
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
6.75KNew |
$682K - $734K
|
6.75K
$730K
|