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 14, 2024
Q4 2023
|
Laird Norton Trust Company, LLC
|
SELL
|
- |
-130K- 67.43% |
$13.1M - $14.2M
|
62.8K
$6.72M
|
|
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-131K- 28.43% |
$13.2M - $14.2M
|
330K
$35.3M
|
|
|
Feb 05, 2024
Q4 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-135K- 36.77% |
$13.6M - $14.7M
|
232K
$24.8M
|
|
|
Feb 01, 2024
Q4 2023
|
1900 Wealth Management LLC
|
SELL
|
- |
-147K- 82.64% |
$14.9M - $16M
|
30.9K
$3.31M
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-147K- 20.95% |
$14.9M - $16M
|
556K
$59.4M
|
|
|
Feb 08, 2024
Q4 2023
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
SELL
|
- |
-158K- 41.57% |
$15.9M - $17.1M
|
221K
$23.7M
|
|
|
Jan 23, 2024
Q4 2023
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-171K- 96.26% |
$17.3M - $18.6M
|
6.65K
$711K
|
|
|
Feb 13, 2024
Q4 2023
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-173K- 84.26% |
$17.5M - $18.8M
|
32.4K
$3.46M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-334K- 18.61% |
$33.7M - $36.3M
|
1.46M
$156M
|
|
|
Feb 12, 2024
Q4 2023
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-375K- 40.2% |
$37.9M - $40.8M
|
558K
$59.7M
|
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-402K- 38.79% |
$40.5M - $43.7M
|
634K
$67.8M
|
|
|
Jan 16, 2024
Q4 2023
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-426K- 84.6% |
$43M - $46.3M
|
77.5K
$8.29M
|
|
|
Feb 09, 2024
Q4 2023
|
Betterment LLC
New York, NY |
SELL
|
- |
-498K- 4.85% |
$50.3M - $54.2M
|
9.76M
$1.04B
|
|
|
Jan 19, 2024
Q4 2023
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-536K- 86.51% |
$54.1M - $58.3M
|
83.6K
$8.94M
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-575K- 6.02% |
$58.1M - $62.6M
|
8.98M
$961M
|
|
|
Feb 14, 2024
Q4 2023
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-675K- 17.53% |
$68.1M - $73.4M
|
3.17M
$339M
|
|
|
Feb 14, 2024
Q4 2023
|
Centiva Capital, LP
New York, NY |
SELL
|
- |
-743K- 30.7% |
$75M - $80.8M
|
1.68M
$179M
|
|
|
Jan 25, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-990K- 99.08% |
$100M - $108M
|
9.22K
$986K
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.01M- 8.64% |
$102M - $110M
|
10.7M
$1.14B
|
|
|
Feb 09, 2024
Q4 2023
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-1.92M- 60.91% |
$194M - $209M
|
1.24M
$132M
|
|
|
Jan 23, 2024
Q4 2023
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-8.4M- 67.76% |
$848M - $914M
|
4M
$428M
|
|