Latest Institutional Purchases of Ishares National Muni Bond ETF (MUB)
This list provides information on the latest institutional transactions involving Ishares National Muni Bond ETF (MUB) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 03, 2024
Q1 2024
|
Coulter & Justus Financial Services, LLC
|
BUY
|
- |
8.12KNew |
$872K - $883K
|
8.12K
$864K
|
|
|
Apr 08, 2024
Q1 2024
|
Jvl Associates LLC
|
BUY
|
- |
6.4KNew |
$687K - $696K
|
6.4K
$681K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
5.93K+ 0.87% |
$637K - $645K
|
687K
$73.1M
|
|
|
Apr 10, 2024
Q1 2024
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
5.65K+ 8.97% |
$607K - $615K
|
68.7K
$7.31M
|
|
|
Apr 19, 2024
Q1 2024
|
American National Bank & Trust CO /Va/
Danville, VA |
BUY
|
- |
5.64KNew |
$606K - $613K
|
5.64K
$600K
|
|
|
May 08, 2024
Q1 2024
|
Harbour Investment Management LLC
Edmonds, WA |
BUY
|
- |
4.95KNew |
$532K - $538K
|
4.95K
$527K
|
|
|
May 09, 2024
Q1 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
4.21KNew |
$452K - $457K
|
4.21K
$448K
|
|
|
May 02, 2024
Q1 2024
|
Welch & Forbes LLC
|
BUY
|
- |
4.02KNew |
$432K - $437K
|
4.02K
$428K
|
|
|
Apr 30, 2024
Q1 2024
|
Derbend Asset Management
|
BUY
|
- |
3.77K+ 54.35% |
$405K - $410K
|
10.7K
$1.14M
|
|
|
Apr 12, 2024
Q1 2024
|
True North Advisors, LLC
|
BUY
|
- |
3.09KNew |
$332K - $336K
|
3.09K
$329K
|
|
|
May 07, 2024
Q1 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
3.03K+ 6.48% |
$326K - $330K
|
49.9K
$5.31M
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
3KNew |
$322K - $326K
|
3K
$319K
|
|
|
May 02, 2024
Q1 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
2.65KNew |
$285K - $288K
|
2.65K
$282K
|
|
|
May 07, 2024
Q1 2024
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
2.61KNew |
$281K - $284K
|
2.61K
$278K
|
|
|
May 02, 2024
Q1 2024
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
2.4KNew |
$258K - $261K
|
2.4K
$255K
|
|
|
May 08, 2024
Q1 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
2.29KNew |
$246K - $249K
|
2.29K
$244K
|
|
|
May 03, 2024
Q1 2024
|
Petix & Botte CO
|
BUY
|
- |
2.24KNew |
$241K - $244K
|
2.24K
$239K
|
|
|
Apr 15, 2024
Q1 2024
|
Manning & Napier Group, LLC
|
BUY
|
- |
2.06K+ 0.47% |
$221K - $224K
|
441K
$46.9M
|
|
|
May 13, 2024
Q1 2024
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
2.02KNew |
$217K - $220K
|
2.02K
$215K
|
|
|
Apr 12, 2024
Q1 2024
|
Retirement Planning Group
|
BUY
|
- |
1.89KNew |
$203K - $206K
|
1.89K
$201K
|
|
|
Apr 22, 2024
Q1 2024
|
Xcel Wealth Management, LLC
|
BUY
|
- |
1.89KNew |
$203K - $206K
|
1.89K
$201K
|
|
|
Apr 25, 2024
Q1 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
1.89KNew |
$203K - $206K
|
1.89K
$201K
|
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
1.51KNew |
$162K - $164K
|
1.51K
$161K
|
|
|
Apr 24, 2024
Q1 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
1.3KNew |
$140K - $141K
|
1.3K
$138K
|
|
|
May 13, 2024
Q1 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
1.01KNew |
$108K - $109K
|
1.01K
$107K
|
|
|
May 15, 2024
Q1 2024
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
PUT |
700+ 15.56% |
$75.2K - $76.1K
|
5.2K
$553K
|
|
|
Apr 12, 2024
Q1 2024
|
Riverview Trust CO
|
BUY
|
- |
566New |
$60.8K - $61.6K
|
566
$60.2K
|
|
|
Feb 05, 2025
Q1 2024
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
514New |
$55.2K - $55.9K
|
514
$54.7K
|
|
|
May 31, 2024
Q1 2024
|
First Citizens Financial Corp
|
BUY
|
- |
494+ 14.14% |
$53.1K - $53.7K
|
3.99K
$424K
|
|
|
Apr 12, 2024
Q1 2024
|
First Financial Corp
|
BUY
|
- |
450New |
$48.3K - $48.9K
|
450
$47.9K
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
448New |
$48.1K - $48.7K
|
448
$47.7K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
BUY
|
- |
423New |
$45.4K - $46K
|
423
$45K
|
|
|
May 10, 2024
Q1 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
363New |
$39K - $39.5K
|
363
$38.6K
|
|
|
May 06, 2024
Q1 2024
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
352+ 14.14% |
$37.8K - $38.3K
|
2.84K
$302K
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
350New |
$37.6K - $38.1K
|
350
$37.3K
|
|
|
May 15, 2024
Q1 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
347New |
$37.3K - $37.7K
|
347
$36.9K
|
|
|
Apr 12, 2024
Q1 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
230New |
$24.7K - $25K
|
230
$24.5K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
212New |
$22.8K - $23.1K
|
212
$22.6K
|
|
|
May 02, 2024
Q1 2024
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
100+ 1.06% |
$10.7K - $10.9K
|
9.53K
$1.01M
|
|
|
May 10, 2024
Q1 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
79+ 0.49% |
$8.49K - $8.59K
|
16.2K
$1.73M
|
|
|
May 13, 2024
Q1 2024
|
Tfo Tdc, LLC
|
BUY
|
- |
36+ 3.09% |
$3.87K - $3.92K
|
1.2K
$128K
|
|
|
Apr 26, 2024
Q1 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
28New |
$3.01K - $3.05K
|
28
$2.98K
|
|
|
May 15, 2024
Q1 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
22New |
$2.36K - $2.39K
|
22
$2.34K
|
|
|
May 13, 2024
Q1 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
15+ 0.48% |
$1.61K - $1.63K
|
3.15K
$335K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
7+ 3.37% |
$752 - $761
|
215
$22.9K
|
|
|
Apr 15, 2024
Q1 2024
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
3+ 0.11% |
$322 - $326
|
2.79K
$297K
|
|
| Q4 2023 | |||||||
|
Jan 25, 2024
Q4 2023
|
Price Capital Management, Inc.
Lafayette, LA |
BUY
|
- |
736KNew |
$74.3M - $80.1M
|
736K
$78.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
230KNew |
$23.2M - $25M
|
230K
$24.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Csm Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
230KNew |
$23.2M - $25M
|
230K
$24.4M
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Partners LLC
|
BUY
|
- |
148KNew |
$15M - $16.1M
|
148K
$15.8M
|
|