Purchases and Sales Made in Q4 2023 in Ishares National Muni Bond ETF (MUB)
This table provides information about the institutional ownership of Ishares National Muni Bond ETF (MUB) during Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 08, 2024
Q4 2023
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
2.13KNew |
$215K - $231K
|
2.13K
$227K
|
|
|
Feb 01, 2024
Q4 2023
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
2.12KNew |
$214K - $230K
|
2.12K
$225K
|
|
|
Jan 29, 2024
Q4 2023
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
2.11KNew |
$213K - $229K
|
2.11K
$225K
|
|
|
Feb 12, 2024
Q4 2023
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
2.11K+ 15.96% |
$213K - $229K
|
15.3K
$1.63M
|
|
|
Oct 09, 2024
Q4 2023
|
Martel Wealth Advisors Inc
Vancouver, WA |
BUY
|
- |
2.1K+ 2.69% |
$212K - $228K
|
80.2K
$8.54M
|
|
|
Feb 05, 2024
Q4 2023
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
2.09K+ 102.65% |
$211K - $227K
|
4.13K
$440K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
2.08K+ 3.38% |
$210K - $226K
|
63.5K
$6.77M
|
|
|
Jan 08, 2024
Q4 2023
|
Sunburst Financial Group, LLC
|
BUY
|
- |
2.08KNew |
$210K - $226K
|
2.08K
$221K
|
|
|
Jan 21, 2025
Q4 2023
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
2.07K+ 28.35% |
$209K - $225K
|
9.35K
$996K
|
|
|
Feb 06, 2024
Q4 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
2.06K+ 4.83% |
$208K - $224K
|
44.8K
$4.77M
|
|
|
Jan 18, 2024
Q4 2023
|
First National Corp
|
BUY
|
- |
2.06KNew |
$208K - $224K
|
2.06K
$219K
|
|
|
Feb 08, 2024
Q4 2023
|
Fiera Capital Corp
Montreal, A8 |
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
|
|
|
Jan 10, 2025
Q4 2023
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
2.05KNew |
$207K - $223K
|
2.05K
$219K
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
2.05KNew |
$207K - $223K
|
2.05K
$219K
|
|
|
Feb 09, 2024
Q4 2023
|
Tsa Wealth Managment LLC
Houston, TX |
BUY
|
- |
2.04KNew |
$206K - $222K
|
2.04K
$217K
|
|
|
Feb 05, 2024
Q4 2023
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
2KNew |
$202K - $218K
|
2K
$213K
|
|
|
Feb 14, 2024
Q4 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
1.99K+ 2.13% |
$201K - $217K
|
95.5K
$10.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
1.99KNew |
$201K - $216K
|
1.99K
$212K
|
|
|
Feb 14, 2024
Q4 2023
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
1.99KNew |
$201K - $216K
|
1.99K
$212K
|
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
1.97K+ 204.99% |
$199K - $214K
|
2.93K
$313K
|
|
|
Jan 31, 2024
Q4 2023
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
1.96KNew |
$198K - $213K
|
1.96K
$209K
|
|
|
Jan 30, 2024
Q4 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
1.95KNew |
$197K - $212K
|
1.95K
$207K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.94K+ 2.12% |
$196K - $211K
|
93.7K
$9.98M
|
|
|
Jan 29, 2024
Q4 2023
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
1.92K+ 11.37% |
$194K - $209K
|
18.8K
$2M
|
|
|
Feb 13, 2024
Q4 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
1.92KNew |
$193K - $208K
|
1.92K
$204K
|
|
|
Feb 05, 2024
Q4 2023
|
Brighton Jones LLC
|
BUY
|
- |
1.91KNew |
$193K - $208K
|
1.91K
$203K
|
|
|
Feb 14, 2024
Q4 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
1.9K+ 51.67% |
$192K - $207K
|
5.59K
$595K
|
|
|
Jan 22, 2024
Q4 2023
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
1.9KNew |
$192K - $207K
|
1.9K
$203K
|
|
|
Feb 13, 2024
Q4 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
1.89K+ 2.06% |
$191K - $206K
|
94K
$10M
|
|
|
Jan 16, 2024
Q4 2023
|
Exeter Financial, LLC
|
BUY
|
- |
1.89KNew |
$191K - $206K
|
1.89K
$201K
|
|
|
Feb 05, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
1.88KNew |
$190K - $205K
|
1.88K
$201K
|
|
|
Jan 23, 2024
Q4 2023
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
1.86KNew |
$188K - $202K
|
1.86K
$198K
|
|
|
Feb 01, 2024
Q4 2023
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
1.85KNew |
$187K - $202K
|
1.85K
$198K
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
1.85KNew |
$187K - $201K
|
1.85K
$197K
|
|
|
Feb 01, 2024
Q4 2023
|
Cv Advisors LLC
Aventura, FL |
BUY
|
- |
1.85K+ 14.79% |
$187K - $201K
|
14.4K
$1.53M
|
|
|
Feb 06, 2024
Q4 2023
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
1.85KNew |
$187K - $201K
|
1.85K
$197K
|
|
|
Feb 07, 2024
Q4 2023
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
1.83K+ 13.39% |
$185K - $199K
|
15.5K
$1.65M
|
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.78K+ 42.28% |
$180K - $194K
|
6K
$640K
|
|
|
Feb 12, 2024
Q4 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
1.78K+ 18.53% |
$180K - $194K
|
11.4K
$1.21M
|
|
|
Feb 29, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
1.71K+ 7.76% |
$172K - $186K
|
23.7K
$2.53M
|
|
|
Jan 19, 2024
Q4 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.69K+ 32.27% |
$171K - $184K
|
6.94K
$739K
|
|
|
Jan 25, 2024
Q4 2023
|
Sol Capital Management CO
|
BUY
|
- |
1.63K+ 8.47% |
$165K - $177K
|
20.9K
$2.22M
|
|
|
Feb 06, 2024
Q4 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
1.6K+ 53.35% |
$162K - $174K
|
4.6K
$490K
|
|
|
Jan 19, 2024
Q4 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
1.6K+ 13.49% |
$161K - $174K
|
13.4K
$1.43M
|
|
|
Feb 07, 2024
Q4 2023
|
Horan Securities, Inc.
|
BUY
|
- |
1.59K+ 20.18% |
$160K - $173K
|
9.45K
$1.01M
|
|
|
Jan 11, 2024
Q4 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
1.57K+ 1.99% |
$159K - $171K
|
80.5K
$8.58M
|
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
1.56K+ 3900.0% |
$158K - $170K
|
1.6K
$170K
|
|
|
Mar 01, 2024
Q4 2023
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
1.52KNew |
$153K - $165K
|
1.52K
$161K
|
|
|
Jan 23, 2024
Q4 2023
|
Derbend Asset Management
|
BUY
|
- |
1.5K+ 27.64% |
$152K - $163K
|
6.94K
$739K
|