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 14, 2024
Q4 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
5.11K+ 6.0% |
$516K - $556K
|
90.4K
$9.77M
|
|
|
Jan 24, 2024
Q4 2023
|
Hardy Reed LLC
|
BUY
|
- |
5.1KNew |
$515K - $555K
|
5.1K
$551K
|
|
|
Feb 16, 2024
Q4 2023
|
Wesbanco Bank Inc
|
BUY
|
- |
5.08K+ 3.59% |
$512K - $552K
|
146K
$15.8M
|
|
|
Feb 15, 2024
Q4 2023
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
5.07KNew |
$512K - $552K
|
5.07K
$548K
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
5.03K+ 177.63% |
$508K - $548K
|
7.87K
$850K
|
|
|
Jan 25, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
5.02KNew |
$507K - $546K
|
5.02K
$543K
|
|
|
Feb 13, 2024
Q4 2023
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
5.02K+ 3.31% |
$507K - $546K
|
156K
$16.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
5.02K+ 86.62% |
$507K - $546K
|
10.8K
$1.17M
|
|
|
Feb 01, 2024
Q4 2023
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
5.01K+ 9.74% |
$505K - $545K
|
56.4K
$6.1M
|
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
5K+ 9090.91% |
$505K - $544K
|
5.06K
$546K
|
|
|
Aug 28, 2024
Q4 2023
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
5KNew |
$505K - $544K
|
5K
$540K
|
|
|
Jan 22, 2024
Q4 2023
|
Sigma Investment Counselors Inc
|
BUY
|
- |
4.89K+ 162.72% |
$494K - $532K
|
7.89K
$853K
|
|
|
May 03, 2024
Q4 2023
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
4.89KNew |
$493K - $531K
|
4.89K
$528K
|
|
|
Jan 30, 2024
Q4 2023
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
4.77K+ 39.68% |
$482K - $519K
|
16.8K
$1.81M
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
4.74K+ 51.43% |
$479K - $516K
|
14K
$1.51M
|
|
|
Jan 10, 2024
Q4 2023
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
4.73KNew |
$478K - $514K
|
4.73K
$511K
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
4.72K+ 21.91% |
$476K - $513K
|
26.3K
$2.84M
|
|
|
Feb 12, 2024
Q4 2023
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
4.71KNew |
$476K - $512K
|
4.71K
$509K
|
|
|
Feb 14, 2024
Q4 2023
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
4.7KNew |
$475K - $511K
|
4.7K
$508K
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
4.7K+ 29.87% |
$474K - $511K
|
20.4K
$2.21M
|
|
|
Jan 30, 2024
Q4 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
4.68K+ 3.22% |
$472K - $509K
|
150K
$16.2M
|
|
|
Jan 31, 2024
Q4 2023
|
Wheelhouse Advisory Group LLC
St. Louis, MO |
BUY
|
- |
4.63KNew |
$467K - $503K
|
4.63K
$500K
|
|
|
Feb 06, 2024
Q4 2023
|
Ellevest, Inc.
|
BUY
|
- |
4.58K+ 0.55% |
$462K - $498K
|
839K
$90.7M
|
|
|
May 07, 2024
Q4 2023
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
4.52KNew |
$456K - $491K
|
4.52K
$488K
|
|
|
Feb 09, 2024
Q4 2023
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
4.5K+ 122.05% |
$454K - $489K
|
8.19K
$885K
|
|
|
Jan 23, 2024
Q4 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
4.49KNew |
$453K - $488K
|
4.49K
$485K
|
|
|
Jan 18, 2024
Q4 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
4.48KNew |
$452K - $487K
|
4.48K
$484K
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust CO
|
BUY
|
- |
4.43K+ 24627.78% |
$448K - $482K
|
4.45K
$481K
|
|
|
Feb 14, 2024
Q4 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
4.33K+ 28.05% |
$438K - $471K
|
19.8K
$2.14M
|
|
|
Jan 30, 2024
Q4 2023
|
Financial Strategies Group, Inc.
|
BUY
|
- |
4.33K+ 63.66% |
$438K - $471K
|
11.1K
$1.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
4.32K+ 41.47% |
$436K - $469K
|
14.7K
$1.59M
|
|
|
Feb 07, 2024
Q4 2023
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
4.29K+ 11.78% |
$433K - $467K
|
40.7K
$4.4M
|
|
|
Jan 29, 2024
Q4 2023
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
4.29K+ 17.97% |
$433K - $466K
|
28.1K
$3.04M
|
|
|
Feb 14, 2024
Q4 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
4.29K+ 24.13% |
$433K - $466K
|
22K
$2.38M
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
4.26KNew |
$430K - $463K
|
4.26K
$461K
|
|
|
Feb 08, 2024
Q4 2023
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
4.19K+ 22.26% |
$423K - $456K
|
23K
$2.49M
|
|
|
Feb 14, 2024
Q4 2023
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
4.17KNew |
$421K - $454K
|
4.17K
$451K
|
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
4.11K+ 11.67% |
$415K - $447K
|
39.3K
$4.25M
|
|
|
Jan 29, 2024
Q4 2023
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
4.09K+ 16.36% |
$412K - $444K
|
29K
$3.14M
|
|
|
Feb 12, 2024
Q4 2023
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
4.07KNew |
$411K - $443K
|
4.07K
$440K
|
|
|
Feb 14, 2024
Q4 2023
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
4.06KNew |
$410K - $442K
|
4.06K
$439K
|
|
|
Aug 08, 2024
Q4 2023
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
4.06KNew |
$410K - $442K
|
4.06K
$439K
|
|
|
Feb 07, 2024
Q4 2023
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
4.06KNew |
$410K - $441K
|
4.06K
$438K
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
4.02KNew |
$406K - $437K
|
4.02K
$434K
|
|
|
Jan 09, 2024
Q4 2023
|
Aua Capital Management, LLC
Camp Hill, PA |
BUY
|
- |
4K+ 6.84% |
$404K - $435K
|
62.4K
$6.75M
|
|
|
Feb 06, 2024
Q4 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
3.95KNew |
$399K - $430K
|
3.95K
$427K
|
|
|
Jan 29, 2024
Q4 2023
|
Bray Capital Advisors
|
BUY
|
- |
3.95K+ 1128.57% |
$399K - $430K
|
4.3K
$465K
|
|
|
May 22, 2024
Q4 2023
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
3.92KNew |
$395K - $426K
|
3.92K
$423K
|
|
|
Jan 12, 2024
Q4 2023
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
3.87K+ 12.57% |
$391K - $421K
|
34.7K
$3.75M
|
|
|
Jan 09, 2024
Q4 2023
|
Private Capital Management LLC
|
BUY
|
- |
3.85K+ 176.91% |
$388K - $418K
|
6.02K
$651K
|