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 10, 2023
Q3 2023
|
Activest Wealth Management
|
BUY
|
- |
15New |
$1.54K - $1.61K
|
15
$1.59K
|
|
|
Oct 24, 2023
Q3 2023
|
4 J Wealth Management LLC
|
BUY
|
- |
14+ 0.05% |
$1.44K - $1.5K
|
28.5K
$3.02M
|
|
|
Nov 14, 2023
Q3 2023
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
13+ 0.26% |
$1.33K - $1.4K
|
4.93K
$523K
|
|
|
Oct 25, 2023
Q3 2023
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
12+ 0.47% |
$1.23K - $1.29K
|
2.54K
$270K
|
|
|
Nov 14, 2023
Q3 2023
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
12+ 0.4% |
$1.23K - $1.29K
|
3.01K
$319K
|
|
|
Nov 15, 2023
Q3 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
12New |
$1.23K - $1.29K
|
12
$1.27K
|
|
|
Nov 14, 2023
Q3 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
11+ 0.27% |
$1.13K - $1.18K
|
4.04K
$429K
|
|
|
Nov 13, 2023
Q3 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
10+ 0.41% |
$1.03K - $1.07K
|
2.45K
$259K
|
|
|
Nov 03, 2023
Q3 2023
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
9+ 0.14% |
$923 - $967
|
6.4K
$679K
|
|
|
Oct 24, 2023
Q3 2023
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
8+ 0.18% |
$820 - $859
|
4.49K
$476K
|
|
|
Nov 06, 2023
Q3 2023
|
Firestone Capital Management
|
BUY
|
- |
8+ 0.41% |
$820 - $859
|
1.97K
$209K
|
|
|
Nov 02, 2023
Q3 2023
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
7+ 0.25% |
$718 - $752
|
2.78K
$295K
|
|
|
Nov 03, 2023
Q3 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
7+ 0.54% |
$718 - $752
|
1.3K
$138K
|
|
|
Nov 14, 2023
Q3 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
7+ 0.01% |
$718 - $752
|
51.8K
$5.5M
|
|
|
Oct 12, 2023
Q3 2023
|
Clean Yield Group
|
BUY
|
- |
5+ 0.95% |
$513 - $537
|
530
$56.2K
|
|
|
Oct 16, 2023
Q3 2023
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
5+ 0.2% |
$513 - $537
|
2.53K
$269K
|
|
|
Oct 25, 2023
Q3 2023
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
5+ 0.24% |
$513 - $537
|
2.09K
$222K
|
|
|
Oct 10, 2023
Q3 2023
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
4New |
$410 - $430
|
4
$425
|
|
|
Oct 24, 2023
Q3 2023
|
Retirement Planning Group
|
BUY
|
- |
4+ 0.01% |
$410 - $430
|
37.2K
$3.95M
|
|
|
Oct 27, 2023
Q3 2023
|
Dt Investment Partners, LLC
|
BUY
|
- |
4+ 0.18% |
$410 - $430
|
2.24K
$238K
|
|
|
Oct 18, 2023
Q3 2023
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
3+ 0.12% |
$308 - $322
|
2.5K
$266K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
2New |
$205 - $215
|
2
$212
|
|
|
Oct 13, 2023
Q3 2023
|
Psi Advisors, LLC
|
BUY
|
- |
2+ 0.83% |
$205 - $215
|
243
$25.8K
|
|
|
Oct 19, 2023
Q3 2023
|
Ogorek Anthony Joseph
|
BUY
|
- |
1New |
$103 - $107
|
1
$106
|
|
|
Oct 27, 2023
Q3 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1+ 0.18% |
$103 - $107
|
553
$58.7K
|
|
|
Oct 30, 2023
Q3 2023
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
1+ 1.02% |
$103 - $107
|
99
$10.5K
|
|
|
Nov 13, 2023
Q3 2023
|
Merriman Wealth Management, LLC
|
BUY
|
- |
1+ 0.02% |
$103 - $107
|
4.77K
$506K
|
|
|
Nov 13, 2023
Q3 2023
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
1+ 0.05% |
$103 - $107
|
2.04K
$216K
|
|
|
Aug 13, 2024
Q3 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-1- 7.14% |
$103 - $107
|
13
$1.38K
|
|
|
Nov 09, 2023
Q3 2023
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-2- 0.03% |
$205 - $215
|
6.6K
$701K
|
|
|
Nov 06, 2023
Q3 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-4- 0.2% |
$410 - $430
|
1.98K
$210K
|
|
|
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-6- 60.0% |
$615 - $644
|
4
$425
|
|
|
Oct 31, 2023
Q3 2023
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
SELL
|
- |
-7- 0.02% |
$718 - $752
|
35.8K
$3.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-7- 0.21% |
$718 - $752
|
3.31K
$352K
|
|
|
Oct 16, 2023
Q3 2023
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-9- 0.34% |
$923 - $967
|
2.64K
$280K
|
|
|
Nov 07, 2023
Q3 2023
|
Accredited Investors Inc.
|
SELL
|
- |
-9- 0.09% |
$923 - $967
|
9.66K
$1.02M
|
|
|
Nov 13, 2023
Q3 2023
|
Rice Partnership, LLC
|
SELL
|
- |
-9- 0.51% |
$923 - $967
|
1.75K
$186K
|
|
|
Oct 26, 2023
Q3 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-10- 6.17% |
$1.03K - $1.07K
|
152
$16.1K
|
|
|
Nov 07, 2023
Q3 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-16- 0.03% |
$1.64K - $1.72K
|
49.8K
$5.29M
|
|
|
Nov 14, 2023
Q3 2023
|
Verde Capital Management
|
SELL
|
- |
-16- 0.72% |
$1.64K - $1.72K
|
2.21K
$235K
|
|
|
Oct 11, 2023
Q3 2023
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-18- 0.27% |
$1.85K - $1.93K
|
6.72K
$713K
|
|
|
Nov 09, 2023
Q3 2023
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-18- 4.33% |
$1.85K - $1.93K
|
398
$42.2K
|
|
|
Oct 10, 2023
Q3 2023
|
National Bank Of Canada
|
SELL
|
- |
-19- 6.91% |
$1.95K - $2.04K
|
256
$27.2K
|
|
|
Nov 14, 2023
Q3 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-21- 0.57% |
$2.15K - $2.26K
|
3.69K
$391K
|
|
|
Oct 05, 2023
Q3 2023
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-23- 0.09% |
$2.36K - $2.47K
|
25.8K
$2.74M
|
|
|
Oct 24, 2023
Q3 2023
|
Erickson Financial Group, LLC
Allentown, PA |
SELL
|
- |
-27- 0.6% |
$2.77K - $2.9K
|
4.49K
$476K
|
|
|
Nov 03, 2023
Q3 2023
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-27- 0.15% |
$2.77K - $2.9K
|
17.8K
$1.89M
|
|
|
Oct 10, 2023
Q3 2023
|
Pacifica Partners Inc.
|
SELL
|
- |
-28- 1.63% |
$2.87K - $3.01K
|
1.69K
$179K
|
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-29- 14.36% |
$2.97K - $3.11K
|
173
$18.4K
|
|
|
Nov 08, 2023
Q3 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-31- 0.28% |
$3.18K - $3.33K
|
11K
$1.17M
|