Purchases and Sales Made in Q3 2023 in Ishares National Muni Bond ETF (MUB)

MUB Quotes by TradingView

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
Nov 21, 2023 Q3 2023
Rooted Wealth Advisors, Inc.

Bourbonnais, IL
BUY
 -
855
+ 20.96%
$87.7K - $91.8K
4.94K $524K
Oct 26, 2023 Q3 2023
Mosaic Advisors LLC

Houston, TX
BUY
 -
846
+ 0.58%
$86.7K - $90.9K
148K $15.7M
Nov 09, 2023 Q3 2023
Concorde Asset Management, LLC

BUY
 -
839
+ 40.87%
$86K - $90.1K
2.89K $307K
Nov 14, 2023 Q3 2023
Fsm Wealth Advisors, LLC

Cleveland, OH
BUY
 -
824
+ 2.37%
$84.5K - $88.5K
35.6K $3.77M
Oct 16, 2023 Q3 2023
Fc Advisory LLC

BUY
 -
822
+ 4.65%
$84.3K - $88.3K
18.5K $1.96M
Nov 01, 2023 Q3 2023
Simplex Trading, LLC

BUY
 -
822
+ 41.96%
$84.3K - $88.3K
2.78K $295K
Nov 03, 2023 Q3 2023
Ever Source Wealth Advisors, LLC

BUY
 -
822
+ 13.85%
$84.3K - $88.3K
6.76K $717K
Oct 17, 2023 Q3 2023
Alhambra Investment Partners LLC

BUY
 -
808
+ 2.58%
$82.9K - $86.8K
32.1K $3.41M
Oct 30, 2023 Q3 2023
Kades & Cheifetz LLC

Berwyn, PA
BUY
 -
807
+ 3.34%
$82.7K - $86.7K
25K $2.65M
Oct 18, 2023 Q3 2023
Rda Financial Network

BUY
 -
777
+ 14.61%
$79.7K - $83.4K
6.1K $647K
Oct 11, 2023 Q3 2023
Mount Yale Investment Advisors, LLC

BUY
 -
764
+ 10.92%
$78.3K - $82K
7.76K $824K
Nov 01, 2023 Q3 2023
Aspen Wealth Strategies, LLC

Arvada, CO
BUY
 -
757
+ 1.21%
$77.6K - $81.3K
63.6K $6.75M
Oct 20, 2023 Q3 2023
Newton One Investments LLC

BUY
 -
737
+ 4.46%
$75.6K - $79.1K
17.3K $1.83M
Nov 07, 2023 Q3 2023
Wsfs Capital Management, LLC

Philadelphia, PA
BUY
 -
736
+ 3.74%
$75.5K - $79K
20.4K $2.17M
Oct 28, 2024 Q3 2023
Highline Wealth Partners LLC

Sherman Oaks, CA
BUY
 -
704
+ 67.05%
$72.2K - $75.6K
1.75K $186K
Jan 18, 2024 Q3 2023
Flc Capital Advisors

BUY
 -
668
+ 21.23%
$68.5K - $71.7K
3.82K $405K
Dec 06, 2023 Q3 2023
Fragasso Group Inc.

Pittsburgh, PA
BUY
 -
666
+ 0.63%
$68.3K - $71.5K
106K $11.3M
Oct 10, 2023 Q3 2023
Juncture Wealth Strategies, LLC

BUY
 -
658
+ 2.6%
$67.5K - $70.7K
25.9K $2.75M
Oct 30, 2023 Q3 2023
Bernardo Wealth Planning LLC

BUY
 -
658
+ 6.07%
$67.5K - $70.7K
11.5K $1.22M
Oct 17, 2023 Q3 2023
Ellenbecker Investment Group

BUY
 -
637
+ 16.23%
$65.3K - $68.4K
4.56K $484K
Nov 13, 2023 Q3 2023
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
BUY
 -
631
+ 3.7%
$64.7K - $67.8K
17.7K $1.88M
Nov 08, 2023 Q3 2023
Keybank National Association

BUY
 -
616
+ 2.13%
$63.2K - $66.2K
29.6K $3.14M
Nov 13, 2023 Q3 2023
Ameritas Investment Partners, Inc.

Lincoln, NE
BUY
 -
609
+ 1.0%
$62.4K - $65.4K
61.4K $6.52M
Nov 03, 2023 Q3 2023
Windward Private Wealth Management Inc.

BUY
 -
595
+ 7.38%
$61K - $63.9K
8.66K $919K
Oct 09, 2024 Q3 2023
Martel Wealth Advisors Inc

Vancouver, WA
BUY
 -
591
+ 0.76%
$60.6K - $63.5K
78.1K $8.29M
Oct 25, 2023 Q3 2023
Veracity Capital LLC

BUY
 -
568
+ 8.24%
$58.2K - $61K
7.46K $792K
Nov 07, 2023 Q3 2023
Strategic Equity Management

BUY
 -
564
+ 1.31%
$57.8K - $60.6K
43.5K $4.62M
Oct 24, 2023 Q3 2023
Fin Trust Capital Advisors, LLC

BUY
 -
556
+ 11.37%
$57K - $59.7K
5.45K $578K
Nov 07, 2023 Q3 2023
Merit Financial Group, LLC

BUY
 -
556
+ 24.41%
$57K - $59.7K
2.83K $301K
Nov 08, 2023 Q3 2023
Spire Wealth Management

BUY
 -
554
+ 6.84%
$56.8K - $59.5K
8.65K $918K
Oct 10, 2023 Q3 2023
Eagle Rock Investment Company, LLC

Atlanta, GA
BUY
 -
522
+ 1.72%
$53.5K - $56.1K
30.8K $3.27M
Oct 17, 2023 Q3 2023
Ghp Investment Advisors, Inc.

Denver, CO
BUY
 -
520
New
$53.3K - $55.8K
520 $55.2K
Nov 07, 2023 Q3 2023
Oppenheimer & CO Inc

New York, NY
BUY
 -
514
+ 2.59%
$52.7K - $55.2K
20.4K $2.16M
Nov 14, 2023 Q3 2023
Icon Wealth Partners, LLC

BUY
 -
513
+ 0.22%
$52.6K - $55.1K
229K $24.3M
Nov 08, 2023 Q3 2023
Cosner Financial Group, LLC

Fort Collins, CO
BUY
 -
505
+ 1.33%
$51.8K - $54.2K
38.6K $4.09M
Nov 14, 2023 Q3 2023
Elequin Capital LP

New York, NY
BUY
 -
501
New
$51.4K - $53.8K
501 $53.2K
Oct 16, 2023 Q3 2023
Capital Investment Advisors, LLC

BUY
 -
500
+ 2.56%
$51.3K - $53.7K
20.1K $2.13M
Nov 13, 2023 Q3 2023
Godshalk Welsh Capital Management, Inc.

Radnor, PA
BUY
 -
500
+ 11.83%
$51.3K - $53.7K
4.73K $501K
Nov 14, 2023 Q3 2023
Private Portfolio Partners LLC

BUY
 -
500
+ 8.16%
$51.3K - $53.7K
6.63K $703K
Nov 15, 2023 Q3 2023
Atticus Wealth Management, LLC

BUY
 -
493
New
$50.6K - $52.9K
493 $52.3K
Nov 14, 2023 Q3 2023
Cahill Financial Advisors Inc

Edina, MN
BUY
 -
492
+ 4.72%
$50.4K - $52.8K
10.9K $1.16M
Nov 14, 2023 Q3 2023
Zacks Investment Management

Chicago, IL
BUY
 -
489
+ 9.52%
$50.1K - $52.5K
5.62K $597K
Oct 26, 2023 Q3 2023
Comerica Securities,Inc.

BUY
 -
463
+ 0.89%
$47.5K - $49.7K
52.7K $5.59M
Nov 14, 2023 Q3 2023
Warren Averett Asset Management, LLC

Birmingham, AL
BUY
 -
459
+ 0.54%
$47.1K - $49.3K
85.3K $9.05M
Nov 06, 2023 Q3 2023
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
457
+ 0.36%
$46.9K - $49.1K
126K $13.4M
Oct 31, 2023 Q3 2023
Oakworth Capital, Inc.

BUY
 -
451
New
$46.2K - $48.4K
451 $47.9K
Nov 08, 2023 Q3 2023
Bcgm Wealth Management, LLC

BUY
 -
446
+ 1.26%
$45.7K - $47.9K
35.9K $3.81M
Apr 16, 2024 Q3 2023
Arrowroot Family Office, LLC

Marina Del Rey, CA
BUY
 -
444
+ 12.42%
$45.5K - $47.7K
4.02K $427K
Nov 08, 2023 Q3 2023
Bell Investment Advisors, Inc

Oakland, CA
BUY
 -
428
+ 12.3%
$43.9K - $46K
3.91K $415K

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