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 |
|---|---|---|---|---|---|---|---|
|
Apr 12, 2024
Q1 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-155K- 91.98% |
$16.7M - $16.9M
|
13.5K
$1.43M
|
|
|
May 15, 2024
Q1 2024
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-158K- 49.25% |
$17M - $17.2M
|
163K
$17.2M
|
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-161K- 40.62% |
$17.3M - $17.5M
|
235K
$24.9M
|
|
|
Apr 11, 2024
Q1 2024
|
Trust CO
|
SELL
|
- |
-174K- 44.46% |
$18.7M - $19M
|
218K
$23.1M
|
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-221K- 67.17% |
$23.8M - $24.1M
|
108K
$11.5M
|
|
|
May 07, 2024
Q1 2024
|
M&T Bank Corp
|
SELL
|
- |
-228K- 42.88% |
$24.5M - $24.8M
|
304K
$32.1M
|
|
|
Apr 02, 2024
Q1 2024
|
Symmetry Partners, LLC
|
SELL
|
- |
-254K- 61.11% |
$27.3M - $27.6M
|
162K
$17.1M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-265K- 22.85% |
$28.4M - $28.8M
|
894K
$94.6M
|
|
|
May 13, 2024
Q1 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-287K- 36.27% |
$30.8M - $31.2M
|
504K
$53.3M
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-326K- 53.33% |
$35M - $35.5M
|
286K
$30.2M
|
|
|
May 13, 2024
Q1 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-327K- 98.71% |
$35.1M - $35.6M
|
4.28K
$453K
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-361K- 4.02% |
$38.8M - $39.3M
|
8.62M
$912M
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-454K- 4.73% |
$48.8M - $49.4M
|
9.16M
$969M
|
|
|
May 13, 2024
Q1 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-477K- 70.23% |
$51.2M - $51.8M
|
202K
$21.4M
|
|
|
Apr 09, 2024
Q1 2024
|
Foster Group, Inc.
|
SELL
|
- |
-494K- 54.55% |
$53M - $53.7M
|
411K
$43.5M
|
|
|
Apr 25, 2024
Q1 2024
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-504K- 79.25% |
$54.2M - $54.8M
|
132K
$14M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-508K- 6.85% |
$54.5M - $55.2M
|
6.91M
$731M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-508K- 6.85% |
$54.5M - $55.2M
|
6.91M
$731M
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-648K- 10.96% |
$69.6M - $70.5M
|
5.26M
$557M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-664K- 45.47% |
$71.3M - $72.2M
|
796K
$84.3M
|
|
|
Apr 15, 2024
Q1 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-664K- 18.77% |
$71.3M - $72.2M
|
2.87M
$304M
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-877K- 32.2% |
$94.2M - $95.4M
|
1.85M
$195M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-924K- 3.83% |
$99.2M - $100M
|
23.2M
$2.46B
|
|
|
May 15, 2024
Q1 2024
|
Barclays PLC
London, X0 |
SELL
|
- |
-928K- 99.94% |
$99.7M - $101M
|
540
$57.1K
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-998K- 9.23% |
$107M - $109M
|
9.82M
$1.04B
|
|
|
May 10, 2024
Q1 2024
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-1.05M- 84.64% |
$112M - $114M
|
190K
$20.1M
|
|
|
Apr 18, 2024
Q1 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-1.17M- 96.82% |
$125M - $127M
|
38.4K
$4.06M
|
|
|
May 15, 2024
Q1 2024
|
Centiva Capital, LP
New York, NY |
SELL
|
- |
-1.34M- 80.17% |
$144M - $146M
|
333K
$35.2M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.59M- 63.96% |
$170M - $173M
|
894K
$94.6M
|
|
|
May 10, 2024
Q1 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-2.24M- 88.14% |
$240M - $243M
|
301K
$31.8M
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-2.37M- 46.08% |
$255M - $258M
|
2.78M
$294M
|