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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
66KNew |
$6.66M - $7.18M
|
66K
$7.03M
|
|
|
Mar 05, 2024
Q4 2023
|
Processus Wealth & Capital Management, LLC
Brentwood, TN |
BUY
|
- |
53.4KNew |
$5.39M - $5.81M
|
53.4K
$5.68M
|
|
|
Mar 20, 2024
Q4 2023
|
Ariston Services Group
San Diego, CA |
BUY
|
- |
38.1KNew |
$3.85M - $4.15M
|
38.1K
$4.06M
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
33.6K+ 320.98% |
$3.4M - $3.66M
|
44.1K
$4.7M
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
19.1K+ 58.37% |
$1.93M - $2.08M
|
51.8K
$5.51M
|
|
|
Jan 10, 2024
Q4 2023
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
13.6KNew |
$1.37M - $1.48M
|
13.6K
$1.44M
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
BUY
|
- |
12.3K+ 149.68% |
$1.24M - $1.33M
|
20.4K
$2.18M
|
|
|
Feb 09, 2024
Q4 2023
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
11.5K+ 60.55% |
$1.16M - $1.25M
|
30.5K
$3.25M
|
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
10.4KNew |
$1.05M - $1.13M
|
10.4K
$1.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
10.2KNew |
$1.03M - $1.1M
|
10.2K
$1.08M
|
|
|
Feb 12, 2024
Q4 2023
|
Corda Investment Management, Llc.
Houston, TX |
BUY
|
- |
9.67KNew |
$977K - $1.05M
|
9.67K
$1.03M
|
|
|
Feb 05, 2024
Q4 2023
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
9.34KNew |
$943K - $1.02M
|
9.34K
$994K
|
|
|
Jan 25, 2024
Q4 2023
|
Villere St Denis J & CO LLC
|
BUY
|
- |
6.96KNew |
$703K - $757K
|
6.96K
$741K
|
|
|
Feb 01, 2024
Q4 2023
|
First National Bank Sioux Falls
|
BUY
|
- |
6.87K+ 120.93% |
$694K - $747K
|
12.6K
$1.34M
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
6.58K+ 8.69% |
$665K - $716K
|
82.3K
$8.76M
|
|
|
Feb 15, 2024
Q4 2023
|
Dagco, Inc.
|
BUY
|
- |
6.4KNew |
$647K - $697K
|
6.4K
$682K
|
|
|
Jan 24, 2024
Q4 2023
|
Hardy Reed LLC
|
BUY
|
- |
5.1KNew |
$515K - $555K
|
5.1K
$543K
|
|
|
Aug 28, 2024
Q4 2023
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
5KNew |
$505K - $544K
|
5K
$532K
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
4.02KNew |
$406K - $437K
|
4.02K
$428K
|
|
|
Feb 06, 2024
Q4 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
3.95KNew |
$399K - $430K
|
3.95K
$421K
|
|
|
Jan 29, 2024
Q4 2023
|
Bray Capital Advisors
|
BUY
|
- |
3.95K+ 1128.57% |
$399K - $430K
|
4.3K
$458K
|
|
|
Jan 18, 2024
Q4 2023
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
3.22KNew |
$325K - $350K
|
3.22K
$343K
|
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
3.19KNew |
$322K - $347K
|
3.19K
$340K
|
|
|
Feb 09, 2024
Q4 2023
|
Citizens & Northern Corp
|
BUY
|
- |
2.99KNew |
$301K - $325K
|
2.99K
$318K
|
|
|
Mar 15, 2024
Q4 2023
|
Vander Pol Investments L.L.C.
Caledonia, MI |
BUY
|
- |
2.94KNew |
$296K - $319K
|
2.94K
$312K
|
|
|
Jan 09, 2024
Q4 2023
|
Resource Planning Group
|
BUY
|
- |
2.91KNew |
$294K - $317K
|
2.91K
$310K
|
|
|
Feb 09, 2024
Q4 2023
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
2.8KNew |
$283K - $305K
|
2.8K
$298K
|
|
|
Feb 14, 2024
Q4 2023
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
2.33KNew |
$235K - $254K
|
2.33K
$248K
|
|
|
Jan 29, 2024
Q4 2023
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
2.11KNew |
$213K - $229K
|
2.11K
$224K
|
|
|
Jan 08, 2024
Q4 2023
|
Sunburst Financial Group, LLC
|
BUY
|
- |
2.08KNew |
$210K - $226K
|
2.08K
$221K
|
|
|
Jan 18, 2024
Q4 2023
|
First National Corp
|
BUY
|
- |
2.06KNew |
$208K - $224K
|
2.06K
$219K
|
|
|
Aug 22, 2024
Q4 2023
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
2.06KNew |
$208K - $224K
|
2.06K
$219K
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
2.05KNew |
$207K - $223K
|
2.05K
$218K
|
|
|
Feb 05, 2024
Q4 2023
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
2KNew |
$202K - $218K
|
2K
$213K
|
|
|
Feb 14, 2024
Q4 2023
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
1.99KNew |
$201K - $216K
|
1.99K
$212K
|
|
|
Jan 16, 2024
Q4 2023
|
Exeter Financial, LLC
|
BUY
|
- |
1.89KNew |
$191K - $206K
|
1.89K
$201K
|
|
|
Jan 23, 2024
Q4 2023
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
1.86KNew |
$188K - $202K
|
1.86K
$198K
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
1.85KNew |
$187K - $201K
|
1.85K
$197K
|
|
|
Jan 17, 2024
Q4 2023
|
Columbia Trust CO 01012016
|
BUY
|
- |
1.35K+ 8.32% |
$136K - $146K
|
17.5K
$1.86M
|
|
|
Feb 09, 2024
Q4 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
425New |
$42.9K - $46.2K
|
425
$45.2K
|
|
|
Feb 13, 2024
Q4 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
320+ 230.22% |
$32.3K - $34.8K
|
459
$48.9K
|
|
|
Feb 08, 2024
Q4 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
262New |
$26.5K - $28.5K
|
262
$27.9K
|
|
|
Jan 30, 2024
Q4 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
190New |
$19.2K - $20.7K
|
190
$20.2K
|
|
|
Jan 17, 2024
Q4 2023
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
159+ 0.95% |
$16.1K - $17.3K
|
16.8K
$1.79M
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
110New |
$11.1K - $12K
|
110
$11.7K
|
|
|
Jan 19, 2024
Q4 2023
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
76New |
$7.67K - $8.27K
|
76
$8.09K
|
|
|
Feb 09, 2024
Q4 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
68+ 2.72% |
$6.87K - $7.4K
|
2.57K
$273K
|
|
|
Jan 16, 2024
Q4 2023
|
Engrave Wealth Partners LLC
|
BUY
|
- |
44+ 0.67% |
$4.44K - $4.79K
|
6.6K
$703K
|
|
|
Jan 03, 2024
Q4 2023
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
22+ 0.93% |
$2.22K - $2.39K
|
2.38K
$253K
|
|
|
Feb 07, 2024
Q4 2023
|
Wall Capital Group, Inc.
|
BUY
|
- |
17+ 0.62% |
$1.72K - $1.85K
|
2.74K
$292K
|