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 14, 2024
Q1 2024
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
5.67K+ 3.43% |
$609K - $616K
|
171K
$18.1M
|
|
|
Apr 10, 2024
Q1 2024
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
5.65K+ 8.97% |
$607K - $615K
|
68.7K
$7.27M
|
|
|
Apr 19, 2024
Q1 2024
|
American National Bank & Trust CO /Va/
Danville, VA |
BUY
|
- |
5.64KNew |
$606K - $613K
|
5.64K
$597K
|
|
|
May 10, 2024
Q1 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
5.62KNew |
$604K - $611K
|
5.62K
$595K
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
5.56K+ 120.53% |
$597K - $604K
|
10.2K
$1.08M
|
|
|
Apr 18, 2024
Q1 2024
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
5.47K+ 163.97% |
$588K - $595K
|
8.81K
$932K
|
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
5.41K+ 279.96% |
$581K - $588K
|
7.34K
$776K
|
|
|
Apr 23, 2024
Q1 2024
|
Mc Adam, LLC
|
BUY
|
- |
5.4K+ 10.92% |
$580K - $588K
|
54.9K
$5.81M
|
|
|
May 09, 2024
Q1 2024
|
Truepoint, Inc.
|
BUY
|
- |
5.4K+ 76.0% |
$580K - $587K
|
12.5K
$1.32M
|
|
|
May 07, 2024
Q1 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
5.39KNew |
$579K - $586K
|
5.39K
$571K
|
|
|
Apr 29, 2024
Q1 2024
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
5.33KNew |
$572K - $580K
|
5.33K
$564K
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
5.31K+ 1.24% |
$570K - $578K
|
434K
$46M
|
|
|
Apr 11, 2024
Q1 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
5.25K+ 189.66% |
$564K - $571K
|
8.02K
$848K
|
|
|
Apr 30, 2024
Q1 2024
|
Flagship Private Wealth, LLC
|
BUY
|
- |
5.23K+ 93.75% |
$562K - $569K
|
10.8K
$1.14M
|
|
|
May 13, 2024
Q1 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
5.18KNew |
$556K - $563K
|
5.18K
$548K
|
|
|
May 10, 2024
Q1 2024
|
Insight Wealth Partners, LLC
|
BUY
|
- |
5.18K+ 24.71% |
$556K - $563K
|
26.1K
$2.76M
|
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
5.14K+ 3.39% |
$552K - $559K
|
157K
$16.6M
|
|
|
May 07, 2024
Q1 2024
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
5.09K+ 6.45% |
$547K - $554K
|
84K
$8.89M
|
|
|
Apr 11, 2024
Q1 2024
|
One Advisory Partners, LLC
|
BUY
|
- |
5.09K+ 16.9% |
$547K - $554K
|
35.2K
$3.73M
|
|
|
Apr 30, 2024
Q1 2024
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
5.08K+ 22.08% |
$546K - $553K
|
28.1K
$2.97M
|
|
|
May 15, 2024
Q1 2024
|
Brasada Capital Management, LP
Houston, TX |
BUY
|
- |
4.98KNew |
$534K - $541K
|
4.98K
$527K
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
4.97K+ 18.94% |
$534K - $541K
|
31.2K
$3.3M
|
|
|
May 08, 2024
Q1 2024
|
Harbour Investment Management LLC
Edmonds, WA |
BUY
|
- |
4.95KNew |
$532K - $538K
|
4.95K
$524K
|
|
|
Apr 23, 2024
Q1 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
4.95K+ 9.19% |
$531K - $538K
|
58.8K
$6.22M
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
4.94K+ 1.61% |
$530K - $537K
|
311K
$32.9M
|
|
|
Apr 17, 2024
Q1 2024
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
4.81K+ 5.14% |
$516K - $523K
|
98.3K
$10.4M
|
|
|
May 02, 2024
Q1 2024
|
Florin Court Capital LLP
|
BUY
|
- |
4.8K+ 24.87% |
$516K - $522K
|
24.1K
$2.55M
|
|
|
Apr 01, 2024
Q1 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
4.8K+ 9.07% |
$515K - $522K
|
57.7K
$6.11M
|
|
|
Apr 24, 2024
Q1 2024
|
Boyd Wealth Management, LLC
|
BUY
|
- |
4.78KNew |
$513K - $519K
|
4.78K
$505K
|
|
|
May 13, 2024
Q1 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
4.74K+ 43.87% |
$509K - $516K
|
15.6K
$1.65M
|
|
|
May 13, 2024
Q1 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
4.74K+ 9.45% |
$509K - $515K
|
54.9K
$5.81M
|
|
|
Apr 26, 2024
Q1 2024
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
4.67KNew |
$502K - $508K
|
4.67K
$495K
|
|
|
Apr 29, 2024
Q1 2024
|
Durante & Waters, LLC
Brewster, NY |
BUY
|
- |
4.61K+ 20.48% |
$495K - $501K
|
27.1K
$2.87M
|
|
|
May 03, 2024
Q1 2024
|
Power Wealth Management LLC
Roswell, GA |
BUY
|
- |
4.48K+ 11.35% |
$481K - $487K
|
44K
$4.65M
|
|
|
Apr 18, 2024
Q1 2024
|
Exchange Capital Management, Inc.
|
BUY
|
- |
4.47K+ 101.82% |
$480K - $486K
|
8.86K
$938K
|
|
|
Apr 17, 2024
Q1 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
4.44K+ 35.54% |
$477K - $483K
|
16.9K
$1.79M
|
|
|
Apr 02, 2024
Q1 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
4.43K+ 4.45% |
$476K - $482K
|
104K
$11M
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
4.41K+ 35.15% |
$474K - $480K
|
17K
$1.8M
|
|
|
Dec 17, 2024
Q1 2024
|
Hiley Hunt Wealth Management
Omaha, NE |
BUY
|
- |
4.38K+ 193.16% |
$470K - $476K
|
6.65K
$703K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
4.35K+ 5.04% |
$468K - $474K
|
90.8K
$9.6M
|
|
|
May 13, 2024
Q1 2024
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
4.31K+ 27.79% |
$463K - $469K
|
19.8K
$2.1M
|
|
|
Apr 29, 2024
Q1 2024
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
4.3KNew |
$462K - $468K
|
4.3K
$455K
|
|
|
May 09, 2024
Q1 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
4.26K+ 3.65% |
$458K - $463K
|
121K
$12.8M
|
|
|
May 15, 2024
Q1 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
4.25KNew |
$456K - $462K
|
4.25K
$449K
|
|
|
Apr 18, 2024
Q1 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
4.23K+ 200.57% |
$454K - $460K
|
6.33K
$670K
|
|
|
May 09, 2024
Q1 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
4.21KNew |
$452K - $457K
|
4.21K
$445K
|
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
4.17K+ 29.84% |
$448K - $454K
|
18.2K
$1.92M
|
|
|
Apr 09, 2024
Q1 2024
|
Collective Family Office LLC
|
BUY
|
- |
4.17K+ 76.08% |
$448K - $454K
|
9.65K
$1.02M
|
|
|
May 02, 2024
Q1 2024
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
4.17K+ 3.76% |
$448K - $453K
|
115K
$12.2M
|
|
|
Apr 17, 2024
Q1 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
4.12KNew |
$443K - $448K
|
4.12K
$436K
|