Purchases and Sales Made in Q3 2023 in Ishares National Muni Bond ETF (MUB)
This table provides information about the institutional ownership of Ishares National Muni Bond ETF (MUB) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 27, 2023
Q3 2023
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
12.4MNew |
$1.27B - $1.33B
|
12.4M
$1.32B
|
|
|
Nov 01, 2023
Q3 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
7.57M+ 719.65% |
$776M - $813M
|
8.62M
$916M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
5.63MNew |
$578M - $605M
|
5.63M
$599M
|
|
|
Nov 08, 2023
Q3 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
4.23M+ 79.59% |
$434M - $455M
|
9.56M
$1.02B
|
|
|
Nov 14, 2023
Q3 2023
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
2.42MNew |
$248M - $260M
|
2.42M
$257M
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.11M+ 27.2% |
$216M - $226M
|
9.85M
$1.05B
|
|
|
Nov 13, 2023
Q3 2023
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
1.94M+ 159.34% |
$199M - $209M
|
3.16M
$336M
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
744K+ 22.36% |
$76.3M - $79.9M
|
4.07M
$433M
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
595K+ 8.67% |
$61M - $63.9M
|
7.46M
$793M
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
585K+ 5.27% |
$60M - $62.8M
|
11.7M
$1.24B
|
|
|
Nov 13, 2023
Q3 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
556K+ 85.83% |
$57M - $59.7M
|
1.2M
$128M
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
491K+ 8.96% |
$50.3M - $52.7M
|
5.97M
$634M
|
|
|
Nov 14, 2023
Q3 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
461KNew |
$47.2M - $49.5M
|
461K
$49M
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
- |
420K+ 6.24% |
$43M - $45.1M
|
7.14M
$759M
|
|
|
Nov 09, 2023
Q3 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
416K+ 4.23% |
$42.7M - $44.7M
|
10.3M
$1.09B
|
|
|
Nov 14, 2023
Q3 2023
|
Lmr Partners LLP
London, X0 |
BUY
|
- |
348K+ 20597.81% |
$35.7M - $37.4M
|
350K
$37.2M
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
313KNew |
$32.1M - $33.6M
|
313K
$33.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
312K+ 106.62% |
$32M - $33.5M
|
605K
$64.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
295K+ 6.06% |
$30.2M - $31.6M
|
5.16M
$548M
|
|
|
Nov 22, 2023
Q3 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
271K+ 3571.58% |
$27.8M - $29.1M
|
279K
$29.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
258K+ 16.82% |
$26.5M - $27.7M
|
1.79M
$191M
|
|
|
Nov 13, 2023
Q3 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
251K+ 6.94% |
$25.8M - $27M
|
3.87M
$412M
|
|
|
Nov 14, 2023
Q3 2023
|
Old Mission Capital LLC
|
BUY
|
- |
223K+ 334.58% |
$22.9M - $24M
|
290K
$30.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
212K+ 174.13% |
$21.7M - $22.8M
|
334K
$35.5M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
173K+ 7.44% |
$17.8M - $18.6M
|
2.5M
$266M
|
|
|
Nov 14, 2023
Q3 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
163K+ 775.82% |
$16.8M - $17.5M
|
184K
$19.6M
|
|
|
Oct 30, 2023
Q3 2023
|
First Citizens Bank & Trust CO
|
BUY
|
- |
151K+ 4.35% |
$15.5M - $16.2M
|
3.61M
$384M
|
|
|
Oct 12, 2023
Q3 2023
|
Single Point Partners, LLC
|
BUY
|
- |
139KNew |
$14.3M - $15M
|
139K
$14.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
138K+ 156.2% |
$14.1M - $14.8M
|
226K
$24M
|
|
|
Nov 30, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
133K+ 2804.08% |
$13.6M - $14.2M
|
137K
$14.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
132K+ 37.42% |
$13.6M - $14.2M
|
486K
$51.7M
|
|
|
Oct 12, 2023
Q3 2023
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
132KNew |
$13.6M - $14.2M
|
132K
$14.1M
|
|
|
Nov 14, 2023
Q3 2023
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
120K+ 14.76% |
$12.3M - $12.9M
|
933K
$99.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
109K+ 18.42% |
$11.2M - $11.7M
|
700K
$74.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
98.8K+ 1.67% |
$10.1M - $10.6M
|
6.02M
$640M
|
|
|
Nov 13, 2023
Q3 2023
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
98.4K+ 28.98% |
$10.1M - $10.6M
|
438K
$46.5M
|
|
|
Nov 01, 2023
Q3 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
96.9K+ 101.55% |
$9.94M - $10.4M
|
192K
$20.4M
|
|
|
Oct 17, 2023
Q3 2023
|
1900 Wealth Management LLC
|
BUY
|
- |
89.6K+ 101.32% |
$9.19M - $9.62M
|
178K
$18.9M
|
|
|
Oct 31, 2023
Q3 2023
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
88.1KNew |
$9.03M - $9.46M
|
88.1K
$9.36M
|
|
|
Nov 14, 2023
Q3 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
87K+ 1344.88% |
$8.92M - $9.34M
|
93.5K
$9.94M
|
|
|
Oct 17, 2023
Q3 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
87K+ 1314.83% |
$8.92M - $9.34M
|
93.6K
$9.95M
|
|
|
Nov 09, 2023
Q3 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
85.8K+ 133.16% |
$8.8M - $9.22M
|
150K
$16M
|
|
|
Oct 24, 2023
Q3 2023
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
83.2K+ 75.44% |
$8.53M - $8.93M
|
193K
$20.6M
|
|
|
Nov 15, 2023
Q3 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
75.8K+ 856.15% |
$7.77M - $8.14M
|
84.6K
$8.99M
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
71.8K+ 11.11% |
$7.36M - $7.71M
|
718K
$76.3M
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
70.2K+ 6.55% |
$7.2M - $7.54M
|
1.14M
$121M
|
|
|
Oct 13, 2023
Q3 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
66.4K+ 94.05% |
$6.81M - $7.13M
|
137K
$14.6M
|
|
|
Nov 15, 2023
Q3 2023
|
Townsquare Capital LLC
|
BUY
|
- |
66.2K+ 59.18% |
$6.78M - $7.1M
|
178K
$18.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
66K+ 4.92% |
$6.77M - $7.09M
|
1.41M
$150M
|
|
|
Nov 14, 2023
Q3 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
65.6K+ 1721.55% |
$6.73M - $7.04M
|
69.4K
$7.38M
|