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 16, 2024
Q4 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
6.74KNew |
$681K - $733K
|
6.74K
$725K
|
|
|
Jan 17, 2024
Q4 2023
|
Shotwell Rutter Baer Inc
Lansing, MI |
BUY
|
- |
6.73KNew |
$680K - $732K
|
6.73K
$724K
|
|
|
Feb 14, 2024
Q4 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
6.69K+ 1.69% |
$675K - $727K
|
402K
$43.3M
|
|
|
Jan 11, 2024
Q4 2023
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
6.63K+ 25.79% |
$669K - $721K
|
32.3K
$3.48M
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
6.58K+ 8.69% |
$665K - $716K
|
82.3K
$8.86M
|
|
|
Jan 24, 2024
Q4 2023
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
6.56KNew |
$662K - $713K
|
6.56K
$706K
|
|
|
Jan 18, 2024
Q4 2023
|
Navalign, LLC
|
BUY
|
- |
6.53KNew |
$660K - $711K
|
6.53K
$703K
|
|
|
Jan 29, 2024
Q4 2023
|
Simplicity Wealth,Llc
|
BUY
|
- |
6.53K+ 35.24% |
$660K - $711K
|
25.1K
$2.7M
|
|
|
Jan 31, 2024
Q4 2023
|
Htlf Bank
Denver, CO |
BUY
|
- |
6.49KNew |
$655K - $706K
|
6.49K
$698K
|
|
|
Feb 14, 2024
Q4 2023
|
Clifford Group, LLC
Wayland, MA |
BUY
|
- |
6.45K+ 15.85% |
$652K - $702K
|
47.2K
$5.08M
|
|
|
Jan 30, 2024
Q4 2023
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
6.41KNew |
$647K - $697K
|
6.41K
$690K
|
|
|
Feb 13, 2024
Q4 2023
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
6.4KNew |
$647K - $697K
|
6.4K
$689K
|
|
|
Feb 15, 2024
Q4 2023
|
Dagco, Inc.
|
BUY
|
- |
6.4KNew |
$647K - $697K
|
6.4K
$689K
|
|
|
Jan 12, 2024
Q4 2023
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
6.33KNew |
$639K - $689K
|
6.33K
$681K
|
|
|
Jan 24, 2024
Q4 2023
|
Capital Insight Partners, LLC
|
BUY
|
- |
6.31K+ 2.77% |
$637K - $686K
|
234K
$25.2M
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
6.3K+ 80.59% |
$637K - $686K
|
14.1K
$1.52M
|
|
|
Feb 08, 2024
Q4 2023
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
6.26KNew |
$632K - $681K
|
6.26K
$673K
|
|
|
Feb 09, 2024
Q4 2023
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
6.26K+ 16.91% |
$632K - $680K
|
43.2K
$4.65M
|
|
|
Feb 07, 2024
Q4 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
6.23K+ 42.12% |
$629K - $678K
|
21K
$2.26M
|
|
|
Jan 18, 2024
Q4 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
6.21K+ 8.38% |
$627K - $675K
|
80.2K
$8.63M
|
|
|
Jan 18, 2024
Q4 2023
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
6.15KNew |
$621K - $669K
|
6.15K
$661K
|
|
|
Jan 23, 2024
Q4 2023
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
6.13K+ 4.5% |
$619K - $667K
|
143K
$15.3M
|
|
|
Feb 08, 2024
Q4 2023
|
1 St Source Bank
|
BUY
|
- |
6.13KNew |
$618K - $666K
|
6.13K
$659K
|
|
|
Feb 09, 2024
Q4 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
6.1KNew |
$616K - $664K
|
6.1K
$657K
|
|
|
Jan 29, 2024
Q4 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
6.07K+ 113.48% |
$613K - $660K
|
11.4K
$1.23M
|
|
|
Jan 02, 2024
Q4 2023
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
6.03K+ 3.79% |
$609K - $656K
|
165K
$17.7M
|
|
|
Jan 17, 2024
Q4 2023
|
Act Wealth Management, LLC
|
BUY
|
- |
6.03KNew |
$608K - $655K
|
6.03K
$648K
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
5.92K+ 28.6% |
$598K - $644K
|
26.6K
$2.86M
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
BUY
|
- |
5.87K+ 9.44% |
$593K - $638K
|
68K
$7.32M
|
|
|
Feb 05, 2024
Q4 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
5.83KNew |
$588K - $634K
|
5.83K
$627K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
5.81KNew |
$587K - $632K
|
5.81K
$626K
|
|
|
Jan 12, 2024
Q4 2023
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
5.75KNew |
$580K - $625K
|
5.75K
$618K
|
|
|
Jan 12, 2024
Q4 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
5.71KNew |
$576K - $621K
|
5.71K
$614K
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
BUY
|
- |
5.68K+ 31.08% |
$573K - $618K
|
24K
$2.58M
|
|
|
Jan 12, 2024
Q4 2023
|
My Legacy Advisors, LLC
|
BUY
|
- |
5.64K+ 19.58% |
$569K - $613K
|
34.4K
$3.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
5.56K+ 7037.97% |
$561K - $605K
|
5.64K
$607K
|
|
|
Feb 08, 2024
Q4 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
5.49KNew |
$554K - $597K
|
5.49K
$590K
|
|
|
Feb 12, 2024
Q4 2023
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
5.47K+ 98.12% |
$553K - $595K
|
11.1K
$1.19M
|
|
|
Jan 31, 2024
Q4 2023
|
Davidson Trust CO
|
BUY
|
- |
5.45KNew |
$550K - $593K
|
5.45K
$586K
|
|
|
May 07, 2024
Q4 2023
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
5.42KNew |
$547K - $590K
|
5.42K
$583K
|
|
|
Jan 25, 2024
Q4 2023
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
5.42KNew |
$547K - $589K
|
5.42K
$583K
|
|
|
May 15, 2024
Q4 2023
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
5.38KNew |
$543K - $585K
|
5.38K
$579K
|
|
|
Feb 14, 2024
Q4 2023
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
5.37KNew |
$542K - $584K
|
5.37K
$578K
|
|
|
Jan 26, 2024
Q4 2023
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
5.34KNew |
$539K - $581K
|
5.34K
$575K
|
|
|
Jan 19, 2024
Q4 2023
|
Armor Investment Advisors, LLC
|
BUY
|
- |
5.31K+ 32.0% |
$536K - $577K
|
21.9K
$2.35M
|
|
|
Jan 30, 2024
Q4 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
5.3K+ 61.06% |
$535K - $577K
|
14K
$1.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
5.27K+ 21.14% |
$532K - $574K
|
30.2K
$3.25M
|
|
|
Jan 23, 2024
Q4 2023
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
5.22K+ 21.23% |
$527K - $568K
|
29.8K
$3.21M
|
|
|
Feb 02, 2024
Q4 2023
|
Heritage Financial Services, LLC
|
BUY
|
- |
5.19KNew |
$524K - $565K
|
5.19K
$558K
|
|
|
Feb 20, 2024
Q4 2023
|
Globalt Investments LLC / Ga
Atlanta, GA |
BUY
|
- |
5.18KNew |
$523K - $563K
|
5.18K
$557K
|