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 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-33- 0.01% |
$3.38K - $3.54K
|
236K
$25M
|
|
|
Oct 19, 2023
Q3 2023
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-38- 1.64% |
$3.9K - $4.08K
|
2.28K
$242K
|
|
|
Nov 09, 2023
Q3 2023
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-38- 4.21% |
$3.9K - $4.08K
|
864
$91.7K
|
|
|
Nov 13, 2023
Q3 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-40- 1.35% |
$4.1K - $4.3K
|
2.92K
$310K
|
|
|
Nov 14, 2023
Q3 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-40- 15.38% |
$4.1K - $4.3K
|
220
$23.3K
|
|
|
Nov 14, 2023
Q3 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-42- 0.05% |
$4.31K - $4.51K
|
85.9K
$9.12M
|
|
|
Oct 13, 2023
Q3 2023
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-43- 2.08% |
$4.41K - $4.62K
|
2.02K
$215K
|
|
|
Nov 07, 2023
Q3 2023
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-43- 0.46% |
$4.41K - $4.62K
|
9.38K
$995K
|
|
|
Oct 05, 2023
Q3 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-45- 0.33% |
$4.61K - $4.83K
|
13.6K
$1.44M
|
|
|
Oct 19, 2023
Q3 2023
|
Country Club Bank
|
SELL
|
- |
-45- 0.48% |
$4.61K - $4.83K
|
9.25K
$982K
|
|
|
Nov 03, 2023
Q3 2023
|
New Square Capital LLC
|
SELL
|
- |
-46- 0.09% |
$4.72K - $4.94K
|
52K
$5.52M
|
|
|
Nov 06, 2023
Q3 2023
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-50- 0.48% |
$5.13K - $5.37K
|
10.4K
$1.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-50- 0.67% |
$5.13K - $5.37K
|
7.37K
$782K
|
|
|
Nov 13, 2023
Q3 2023
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-60- 1.06% |
$6.15K - $6.44K
|
5.58K
$592K
|
|
|
Nov 03, 2023
Q3 2023
|
Fiducient Advisors LLC
|
SELL
|
- |
-69- 0.91% |
$7.08K - $7.41K
|
7.53K
$799K
|
|
|
Nov 08, 2023
Q3 2023
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-70- 7.78% |
$7.18K - $7.52K
|
830
$88.1K
|
|
|
Oct 13, 2023
Q3 2023
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-71- 0.71% |
$7.28K - $7.62K
|
9.99K
$1.06M
|
|
|
Jun 28, 2024
Q3 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-72Closed |
$7.38K - $7.73K
|
0
$0
|
|
|
Oct 16, 2023
Q3 2023
|
First Premier Bank
|
SELL
|
- |
-75- 27.27% |
$7.69K - $8.05K
|
200
$21.2K
|
|
|
Oct 20, 2023
Q3 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-75- 3.95% |
$7.69K - $8.05K
|
1.83K
$194K
|
|
|
Nov 13, 2023
Q3 2023
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-83- 4.0% |
$8.51K - $8.91K
|
1.99K
$212K
|
|
|
Oct 10, 2023
Q3 2023
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-86- 0.89% |
$8.82K - $9.24K
|
9.55K
$1.01M
|
|
|
Oct 17, 2023
Q3 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-88- 8.22% |
$9.02K - $9.45K
|
983
$104K
|
|
|
Oct 11, 2023
Q3 2023
|
Independent Wealth Network Inc.
|
SELL
|
- |
-100- 4.58% |
$10.3K - $10.7K
|
2.08K
$221K
|
|
|
Oct 23, 2023
Q3 2023
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-100- 14.81% |
$10.3K - $10.7K
|
575
$61K
|
|
|
Oct 30, 2023
Q3 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-100- 6.65% |
$10.3K - $10.7K
|
1.4K
$149K
|
|
|
Nov 14, 2023
Q3 2023
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-100- 2.5% |
$10.3K - $10.7K
|
3.9K
$414K
|
|
|
Nov 14, 2023
Q3 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-108- 2.2% |
$11.1K - $11.6K
|
4.81K
$510K
|
|
|
Oct 24, 2023
Q3 2023
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-110- 0.45% |
$11.3K - $11.8K
|
24.6K
$2.61M
|
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-112- 26.99% |
$11.5K - $12K
|
303
$32.2K
|
|
|
Oct 19, 2023
Q3 2023
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-115- 1.88% |
$11.8K - $12.3K
|
5.99K
$636K
|
|
|
Nov 13, 2023
Q3 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-123- 0.95% |
$12.6K - $13.2K
|
12.8K
$1.36M
|
|
|
Nov 08, 2023
Q3 2023
|
9258 Wealth Management, LLC
|
SELL
|
- |
-129- 2.11% |
$13.2K - $13.9K
|
5.98K
$634K
|
|
|
Oct 19, 2023
Q3 2023
|
Wiser Wealth Management, Inc
|
SELL
|
- |
-134- 1.93% |
$13.7K - $14.4K
|
6.8K
$721K
|
|
|
Nov 13, 2023
Q3 2023
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-147- 3.09% |
$15.1K - $15.8K
|
4.6K
$489K
|
|
|
Oct 27, 2023
Q3 2023
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-150- 5.32% |
$15.4K - $16.1K
|
2.67K
$283K
|
|
|
Oct 16, 2023
Q3 2023
|
First Affirmative Financial Network
|
SELL
|
- |
-156- 2.7% |
$16K - $16.8K
|
5.63K
$598K
|
|
|
Nov 06, 2023
Q3 2023
|
Sonata Capital Group Inc
|
SELL
|
- |
-160- 1.8% |
$16.4K - $17.2K
|
8.71K
$925K
|
|
|
Nov 03, 2023
Q3 2023
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-164- 1.41% |
$16.8K - $17.6K
|
11.5K
$1.22M
|
|
|
Oct 18, 2023
Q3 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-172- 3.12% |
$17.6K - $18.5K
|
5.35K
$568K
|
|
|
Nov 08, 2023
Q3 2023
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-175- 4.92% |
$17.9K - $18.8K
|
3.38K
$359K
|
|
|
Jan 21, 2025
Q3 2023
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
SELL
|
- |
-176- 2.36% |
$18K - $18.9K
|
7.29K
$773K
|
|
|
Oct 10, 2023
Q3 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-187- 2.51% |
$19.2K - $20.1K
|
7.26K
$771K
|
|
|
Oct 27, 2023
Q3 2023
|
Briggs Advisory Group, Inc.
|
SELL
|
- |
-190- 3.78% |
$19.5K - $20.4K
|
4.84K
$514K
|
|
|
Nov 03, 2023
Q3 2023
|
Diligent Investors, LLC
|
SELL
|
- |
-192- 2.46% |
$19.7K - $20.6K
|
7.63K
$810K
|
|
|
Oct 27, 2023
Q3 2023
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-194- 1.11% |
$19.9K - $20.8K
|
17.2K
$1.83M
|
|
|
Nov 03, 2023
Q3 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-202- 68.24% |
$20.7K - $21.7K
|
94
$9.98K
|
|
|
Oct 16, 2023
Q3 2023
|
Lake Hills Wealth Management, LLC
|
SELL
|
- |
-209- 6.71% |
$21.4K - $22.4K
|
2.91K
$308K
|
|
|
May 28, 2024
Q3 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-215- 1.19% |
$22K - $23.1K
|
17.8K
$1.89M
|
|
|
Oct 11, 2023
Q3 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-216- 11.99% |
$22.1K - $23.2K
|
1.59K
$168K
|