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 07, 2024
Q4 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
3.85KNew |
$388K - $418K
|
3.85K
$414K
|
|
|
Jan 04, 2024
Q4 2023
|
Riverwater Partners LLC
|
BUY
|
- |
3.83KNew |
$386K - $416K
|
3.83K
$412K
|
|
|
Feb 02, 2024
Q4 2023
|
Addison Advisors LLC
|
BUY
|
- |
3.79K+ 2068.85% |
$382K - $412K
|
3.97K
$427K
|
|
|
Jan 12, 2024
Q4 2023
|
Greenspring Advisors, LLC
|
BUY
|
- |
3.78K+ 23.32% |
$382K - $411K
|
20K
$2.15M
|
|
|
Jan 30, 2024
Q4 2023
|
Dakota Wealth Management
|
BUY
|
- |
3.67K+ 7.51% |
$371K - $399K
|
52.5K
$5.65M
|
|
|
Feb 14, 2024
Q4 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
3.67KNew |
$370K - $399K
|
3.67K
$395K
|
|
|
Jan 17, 2024
Q4 2023
|
Sage Financial Management Group, Inc.
|
BUY
|
- |
3.67K+ 37.58% |
$370K - $399K
|
13.4K
$1.44M
|
|
|
Jan 17, 2024
Q4 2023
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
3.66KNew |
$369K - $398K
|
3.66K
$393K
|
|
|
Jan 29, 2024
Q4 2023
|
Wealth Effects LLC
|
BUY
|
- |
3.6KNew |
$363K - $391K
|
3.6K
$387K
|
|
|
Jan 12, 2024
Q4 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
3.6KNew |
$363K - $391K
|
3.6K
$387K
|
|
|
Jan 31, 2024
Q4 2023
|
Andrew Hill Investment Advisors, Inc.
Naples, FL |
BUY
|
- |
3.58KNew |
$362K - $390K
|
3.58K
$386K
|
|
|
Feb 07, 2024
Q4 2023
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
3.56KNew |
$360K - $387K
|
3.56K
$383K
|
|
|
Feb 07, 2024
Q4 2023
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
3.56KNew |
$359K - $387K
|
3.56K
$383K
|
|
|
Jan 26, 2024
Q4 2023
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
3.54K+ 16.02% |
$358K - $385K
|
25.7K
$2.76M
|
|
|
Jan 30, 2024
Q4 2023
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
3.53KNew |
$356K - $384K
|
3.53K
$380K
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
3.47K+ 38.18% |
$351K - $378K
|
12.6K
$1.35M
|
|
|
Feb 12, 2024
Q4 2023
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
3.46K+ 5.87% |
$349K - $376K
|
62.3K
$6.71M
|
|
|
Feb 13, 2024
Q4 2023
|
Ascent Group, LLC
|
BUY
|
- |
3.43K+ 28.93% |
$346K - $373K
|
15.3K
$1.64M
|
|
|
Feb 12, 2024
Q4 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
3.41KNew |
$344K - $371K
|
3.41K
$367K
|
|
|
Jan 25, 2024
Q4 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
3.39K+ 6.73% |
$343K - $369K
|
53.8K
$5.79M
|
|
|
Feb 05, 2024
Q4 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
3.36K+ 11.62% |
$339K - $365K
|
32.2K
$3.47M
|
|
|
Mar 07, 2024
Q4 2023
|
Objective Capital Management, LLC
|
BUY
|
- |
3.35KNew |
$338K - $364K
|
3.35K
$360K
|
|
|
Feb 14, 2024
Q4 2023
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
3.34KNew |
$337K - $363K
|
3.34K
$359K
|
|
|
Jan 11, 2024
Q4 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
3.34KNew |
$337K - $363K
|
3.34K
$359K
|
|
|
Jan 17, 2024
Q4 2023
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
3.29KNew |
$332K - $358K
|
3.29K
$354K
|
|
|
Jan 22, 2024
Q4 2023
|
Tenret CO LLC
|
BUY
|
- |
3.27KNew |
$330K - $355K
|
3.27K
$352K
|
|
|
Jan 12, 2024
Q4 2023
|
Sweet Financial Partners, LLC
|
BUY
|
- |
3.23K+ 29.62% |
$326K - $351K
|
14.1K
$1.52M
|
|
|
Jan 18, 2024
Q4 2023
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
3.22KNew |
$325K - $350K
|
3.22K
$347K
|
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
3.19KNew |
$322K - $347K
|
3.19K
$344K
|
|
|
Feb 06, 2024
Q4 2023
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
3.18KNew |
$321K - $346K
|
3.18K
$343K
|
|
|
Jan 18, 2024
Q4 2023
|
Austin Private Wealth, LLC
|
BUY
|
- |
3.17K+ 0.96% |
$320K - $345K
|
332K
$35.7M
|
|
|
Jan 08, 2024
Q4 2023
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
3.14K+ 35.06% |
$317K - $342K
|
12.1K
$1.3M
|
|
|
Jan 19, 2024
Q4 2023
|
Forum Private Client Group LLC
|
BUY
|
- |
3.12KNew |
$315K - $339K
|
3.12K
$336K
|
|
|
Jan 10, 2024
Q4 2023
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
3.11KNew |
$314K - $338K
|
3.11K
$335K
|
|
|
Feb 13, 2024
Q4 2023
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
3.1K+ 6.1% |
$313K - $337K
|
53.9K
$5.8M
|
|
|
Jan 29, 2024
Q4 2023
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
3.1K+ 33.01% |
$313K - $337K
|
12.5K
$1.34M
|
|
|
Jan 31, 2024
Q4 2023
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
3.03K+ 14.32% |
$306K - $329K
|
24.2K
$2.6M
|
|
|
Feb 07, 2024
Q4 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
3.02K+ 0.38% |
$305K - $329K
|
805K
$86.6M
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
BUY
|
- |
3.02K+ 1.7% |
$305K - $329K
|
181K
$19.5M
|
|
|
Feb 06, 2024
Q4 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
3.02KNew |
$305K - $328K
|
3.02K
$325K
|
|
|
Feb 02, 2024
Q4 2023
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
3.01K+ 5.42% |
$304K - $328K
|
58.7K
$6.31M
|
|
|
Feb 09, 2024
Q4 2023
|
Citizens & Northern Corp
|
BUY
|
- |
2.99KNew |
$301K - $325K
|
2.99K
$321K
|
|
|
Mar 15, 2024
Q4 2023
|
Vander Pol Investments L.L.C.
Caledonia, MI |
BUY
|
- |
2.94KNew |
$296K - $319K
|
2.94K
$316K
|
|
|
Jan 09, 2024
Q4 2023
|
Resource Planning Group
|
BUY
|
- |
2.91KNew |
$294K - $317K
|
2.91K
$313K
|
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
2.9K+ 49.28% |
$293K - $315K
|
8.79K
$945K
|
|
|
May 14, 2024
Q4 2023
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.88K+ 8.1% |
$291K - $313K
|
38.4K
$4.14M
|
|
|
Feb 13, 2024
Q4 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
2.87K+ 14.16% |
$289K - $312K
|
23.1K
$2.49M
|
|
|
Jan 23, 2024
Q4 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
2.87K+ 108.89% |
$289K - $312K
|
5.5K
$591K
|
|
|
Feb 05, 2024
Q4 2023
|
Pillar Wealth Advisors, LLC
|
BUY
|
- |
2.86K+ 109.12% |
$289K - $311K
|
5.48K
$590K
|
|
|
Feb 08, 2024
Q4 2023
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
2.84KNew |
$286K - $308K
|
2.84K
$305K
|