Purchases and Sales Made in Q1 2024 in Ishares National Muni Bond ETF (MUB)
This table provides information about the institutional ownership of Ishares National Muni Bond ETF (MUB) during Q1 2024. 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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2024
Q1 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-17.9K- 1.83% |
$1.92M - $1.94M
|
957K
$101M
|
|
|
May 15, 2024
Q1 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-18K- 87.98% |
$1.93M - $1.95M
|
2.45K
$259K
|
|
|
Apr 30, 2024
Q1 2024
|
Grove Bank & Trust
|
SELL
|
- |
-18.4K- 34.32% |
$1.98M - $2M
|
35.2K
$3.73M
|
|
|
Apr 23, 2024
Q1 2024
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-18.5K- 56.86% |
$1.99M - $2.02M
|
14.1K
$1.49M
|
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
SELL
|
- |
-18.7K- 18.38% |
$2.01M - $2.03M
|
83K
$8.78M
|
|
|
Apr 24, 2024
Q1 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-19K- 61.41% |
$2.04M - $2.06M
|
11.9K
$1.26M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-19.1K- 4.16% |
$2.05M - $2.08M
|
439K
$46.5M
|
|
|
May 14, 2024
Q1 2024
|
Crabel Capital Management, LLC
Milwaukee, WI |
SELL
|
- |
-19.5K- 62.1% |
$2.09M - $2.12M
|
11.9K
$1.26M
|
|
|
Nov 22, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-21.1K- 18.38% |
$2.27M - $2.3M
|
93.8K
$9.93M
|
|
|
Apr 30, 2024
Q1 2024
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-21.5K- 83.38% |
$2.31M - $2.34M
|
4.28K
$453K
|
|
|
May 17, 2024
Q1 2024
|
Citizens Financial Group Inc
|
SELL
|
- |
-22.4K- 11.84% |
$2.41M - $2.44M
|
167K
$17.7M
|
|
|
Apr 30, 2024
Q1 2024
|
Wright Fund Management, LLC
Santa Monica, CA |
SELL
|
- |
-24.6K- 14.23% |
$2.64M - $2.68M
|
148K
$15.7M
|
|
|
May 15, 2024
Q1 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-24.8K- 75.74% |
$2.66M - $2.69M
|
7.93K
$839K
|
|
|
May 13, 2024
Q1 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-24.8K- 39.07% |
$2.67M - $2.7M
|
38.7K
$4.09M
|
|
|
Apr 19, 2024
Q1 2024
|
Gen Trust, LLC
|
SELL
|
- |
-26.5K- 28.71% |
$2.85M - $2.88M
|
65.8K
$6.96M
|
|
|
May 10, 2024
Q1 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-27.7K- 19.55% |
$2.98M - $3.02M
|
114K
$12.1M
|
|
|
May 15, 2024
Q1 2024
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-27.8K- 31.01% |
$2.99M - $3.03M
|
61.9K
$6.55M
|
|
|
May 06, 2024
Q1 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-28K- 4.72% |
$3M - $3.04M
|
565K
$59.8M
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-28.1K- 26.54% |
$3.01M - $3.05M
|
77.7K
$8.22M
|
|
|
May 16, 2024
Q1 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-29.4K- 39.0% |
$3.15M - $3.19M
|
45.9K
$4.86M
|
|
|
May 17, 2024
Q1 2024
|
First Citizens Asset Management, Inc.
Raleigh, NC |
SELL
|
- |
-29.4K- 14.36% |
$3.16M - $3.19M
|
175K
$18.5M
|
|
|
May 15, 2024
Q1 2024
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-38.7K- 17.46% |
$4.15M - $4.21M
|
183K
$19.3M
|
|
|
May 06, 2024
Q1 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-40.2K- 75.62% |
$4.31M - $4.37M
|
12.9K
$1.37M
|
|
|
May 13, 2024
Q1 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-43K- 7.45% |
$4.62M - $4.67M
|
534K
$56.5M
|
|
|
May 14, 2024
Q1 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-46.3K- 55.79% |
$4.97M - $5.03M
|
36.7K
$3.88M
|
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-46.6K- 7.84% |
$5.01M - $5.07M
|
548K
$58M
|
|
|
Apr 15, 2024
Q1 2024
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-49.1K- 65.34% |
$5.28M - $5.34M
|
26.1K
$2.76M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-49.9K- 6.95% |
$5.36M - $5.43M
|
668K
$70.7M
|
|
|
May 01, 2024
Q1 2024
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-55.4K- 18.11% |
$5.95M - $6.02M
|
250K
$26.5M
|
|
|
Apr 15, 2024
Q1 2024
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-59.1K- 1.54% |
$6.35M - $6.43M
|
3.77M
$399M
|
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-60.2K- 12.4% |
$6.46M - $6.54M
|
425K
$45M
|
|
|
May 15, 2024
Q1 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-62.3K- 96.4% |
$6.69M - $6.77M
|
2.33K
$246K
|
|
|
May 02, 2024
Q1 2024
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-69.8K- 95.87% |
$7.5M - $7.6M
|
3.01K
$319K
|
|
|
Apr 22, 2024
Q1 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-80.8K- 98.64% |
$8.67M - $8.78M
|
1.12K
$118K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-82.7K- 12.48% |
$8.88M - $8.99M
|
580K
$61.3M
|
|
|
Apr 18, 2024
Q1 2024
|
Waterway Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-86.4K- 97.54% |
$9.28M - $9.4M
|
2.18K
$230K
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-89.5K- 8.09% |
$9.61M - $9.73M
|
1.02M
$108M
|
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-91K- 45.45% |
$9.77M - $9.89M
|
109K
$11.6M
|
|
|
May 13, 2024
Q1 2024
|
Balyasny Asset Management LLC
Chicago, IL |
SELL
|
- |
-92.2K- 81.12% |
$9.9M - $10M
|
21.5K
$2.27M
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-94.6K- 9.05% |
$10.2M - $10.3M
|
951K
$101M
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-94.8K- 31.42% |
$10.2M - $10.3M
|
207K
$21.9M
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
SELL
|
- |
-98.9K- 10.2% |
$10.6M - $10.8M
|
871K
$92.1M
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-101K- 25.69% |
$10.8M - $11M
|
291K
$30.8M
|
|
|
May 08, 2024
Q1 2024
|
Calamos Wealth Management LLC
|
SELL
|
- |
-108K- 81.89% |
$11.6M - $11.7M
|
23.9K
$2.53M
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-110K- 16.93% |
$11.8M - $11.9M
|
538K
$57M
|
|
|
May 07, 2024
Q1 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-119K- 84.05% |
$12.8M - $12.9M
|
22.6K
$2.39M
|
|
|
Apr 30, 2024
Q1 2024
|
Granite Bay Wealth Management, LLC
|
SELL
|
- |
-130K- 98.41% |
$14M - $14.2M
|
2.1K
$222K
|
|
|
May 13, 2024
Q1 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-130K- 45.97% |
$14M - $14.2M
|
153K
$16.2M
|
|
|
May 10, 2024
Q1 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-135K- 99.46% |
$14.5M - $14.7M
|
729
$77.2K
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-140K- 4.97% |
$15M - $15.2M
|
2.68M
$283M
|