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
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
397+ 1.23% |
$40.7K - $42.6K
|
32.6K
$3.46M
|
|
Nov 03, 2023
Q3 2023
|
Fortis Capital Management LLC
|
BUY
|
- |
393+ 6.94% |
$40.3K - $42.2K
|
6.06K
$643K
|
|
Nov 09, 2023
Q3 2023
|
Jordan Park Group LLC
|
BUY
|
- |
379+ 12.0% |
$38.9K - $40.7K
|
3.54K
$375K
|
|
Feb 28, 2024
Q3 2023
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
377+ 1.82% |
$38.7K - $40.5K
|
21.1K
$2.24M
|
|
Oct 24, 2023
Q3 2023
|
Prosperity Planning, Inc.
|
BUY
|
- |
375+ 1.43% |
$38.5K - $40.3K
|
26.5K
$2.81M
|
|
Nov 13, 2023
Q3 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
373+ 37.87% |
$38.2K - $40.1K
|
1.36K
$144K
|
|
Oct 23, 2023
Q3 2023
|
Tfc Financial Management
|
BUY
|
- |
362New |
$37.1K - $38.9K
|
362
$38.4K
|
|
Oct 13, 2023
Q3 2023
|
Cooper Financial Group
|
BUY
|
- |
350+ 5.01% |
$35.9K - $37.6K
|
7.33K
$778K
|
|
Nov 01, 2023
Q3 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
350+ 5.85% |
$35.9K - $37.6K
|
6.34K
$672K
|
|
Nov 03, 2023
Q3 2023
|
Rkl Wealth Management LLC
|
BUY
|
- |
331+ 8.37% |
$33.9K - $35.5K
|
4.29K
$455K
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
327+ 3.68% |
$33.5K - $35.1K
|
9.22K
$979K
|
|
Nov 14, 2023
Q3 2023
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
326+ 0.43% |
$33.4K - $35K
|
76.7K
$8.14M
|
|
Nov 14, 2023
Q3 2023
|
Hamilton Wealth, LLC
|
BUY
|
- |
316+ 2.17% |
$32.4K - $33.9K
|
14.9K
$1.58M
|
|
Nov 02, 2023
Q3 2023
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
300New |
$30.8K - $32.2K
|
300
$31.8K
|
|
Nov 07, 2023
Q3 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
297+ 1.06% |
$30.5K - $31.9K
|
28.3K
$3M
|
|
Nov 14, 2023
Q3 2023
|
Tolleson Wealth Management, Inc.
Dallas, TX |
BUY
|
- |
295+ 1.85% |
$30.2K - $31.7K
|
16.2K
$1.72M
|
|
Oct 24, 2023
Q3 2023
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
291+ 0.48% |
$29.8K - $31.3K
|
61.4K
$6.51M
|
|
Oct 19, 2023
Q3 2023
|
Trust CO Of Virginia
|
BUY
|
- |
290+ 2.79% |
$29.7K - $31.1K
|
10.7K
$1.14M
|
|
Oct 10, 2023
Q3 2023
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
284+ 3.27% |
$29.1K - $30.5K
|
8.96K
$951K
|
|
Oct 10, 2023
Q3 2023
|
Quent Capital, LLC
|
BUY
|
- |
278+ 661.9% |
$28.5K - $29.9K
|
320
$34K
|
|
Jun 14, 2024
Q3 2023
|
Quent Capital, LLC
|
BUY
|
- |
278+ 661.9% |
$28.5K - $29.9K
|
320
$34K
|
|
Nov 02, 2023
Q3 2023
|
Advisor Os, LLC
|
BUY
|
- |
275+ 3.35% |
$28.2K - $29.5K
|
8.49K
$901K
|
|
Oct 18, 2023
Q3 2023
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
267+ 0.84% |
$27.4K - $28.7K
|
31.9K
$3.38M
|
|
Oct 24, 2023
Q3 2023
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
256+ 21.44% |
$26.3K - $27.5K
|
1.45K
$154K
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
252+ 6.21% |
$25.8K - $27.1K
|
4.31K
$458K
|
|
Nov 08, 2023
Q3 2023
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
244+ 2.79% |
$25K - $26.2K
|
8.98K
$953K
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
243+ 1.07% |
$24.9K - $26.1K
|
22.9K
$2.43M
|
|
Oct 10, 2023
Q3 2023
|
Paragon Capital Management LTD
|
BUY
|
- |
220+ 2.79% |
$22.6K - $23.6K
|
8.11K
$861K
|
|
Oct 25, 2023
Q3 2023
|
Everhart Financial Group, Inc.
|
BUY
|
- |
216+ 1.32% |
$22.1K - $23.2K
|
16.6K
$1.76M
|
|
Nov 14, 2023
Q3 2023
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
200+ 8.0% |
$20.5K - $21.5K
|
2.7K
$287K
|
|
Oct 19, 2023
Q3 2023
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
196+ 6.16% |
$20.1K - $21K
|
3.38K
$359K
|
|
Oct 19, 2023
Q3 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
195+ 3.87% |
$20K - $20.9K
|
5.24K
$556K
|
|
Nov 06, 2023
Q3 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
184+ 557.58% |
$18.9K - $19.8K
|
217
$23K
|
|
Oct 31, 2023
Q3 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
177+ 0.59% |
$18.1K - $19K
|
30.4K
$3.23M
|
|
Aug 01, 2024
Q3 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
166+ 1.3% |
$17K - $17.8K
|
13K
$1.38M
|
|
Oct 30, 2023
Q3 2023
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
160New |
$16.4K - $17.2K
|
160
$17K
|
|
Nov 14, 2023
Q3 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
155+ 0.34% |
$15.9K - $16.6K
|
46.2K
$4.9M
|
|
Nov 13, 2023
Q3 2023
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
153+ 0.68% |
$15.7K - $16.4K
|
22.7K
$2.4M
|
|
Dec 01, 2023
Q3 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
153+ 6.2% |
$15.7K - $16.4K
|
2.62K
$278K
|
|
Nov 13, 2023
Q3 2023
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
152+ 7.33% |
$15.6K - $16.3K
|
2.23K
$236K
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
148+ 0.05% |
$15.2K - $15.9K
|
324K
$34.4M
|
|
Nov 14, 2023
Q3 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
140+ 0.09% |
$14.4K - $15K
|
148K
$15.8M
|
|
Oct 13, 2023
Q3 2023
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
137+ 0.5% |
$14K - $14.7K
|
27.4K
$2.91M
|
|
Nov 13, 2023
Q3 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
131+ 1.61% |
$13.4K - $14.1K
|
8.27K
$877K
|
|
Oct 23, 2023
Q3 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
123+ 0.64% |
$12.6K - $13.2K
|
19.4K
$2.06M
|
|
Nov 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
119+ 5.15% |
$12.2K - $12.8K
|
2.43K
$258K
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
116+ 644.44% |
$11.9K - $12.5K
|
134
$14.2K
|
|
Oct 17, 2023
Q3 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
116+ 2.46% |
$11.9K - $12.5K
|
4.83K
$513K
|
|
Oct 23, 2023
Q3 2023
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
116+ 2.08% |
$11.9K - $12.5K
|
5.7K
$605K
|
|
Oct 11, 2023
Q3 2023
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
114+ 3.59% |
$11.7K - $12.2K
|
3.29K
$349K
|