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 26, 2023
Q3 2023
|
Kanawha Capital Management LLC
|
SELL
|
- |
-775- 22.13% |
$79.5K - $83.2K
|
2.73K
$289K
|
|
|
Nov 01, 2023
Q3 2023
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-787- 2.6% |
$80.7K - $84.5K
|
29.4K
$3.12M
|
|
|
Nov 15, 2023
Q3 2023
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-790- 1.35% |
$81K - $84.8K
|
57.9K
$6.14M
|
|
|
Oct 24, 2023
Q3 2023
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-797- 17.34% |
$81.7K - $85.6K
|
3.8K
$403K
|
|
|
Nov 01, 2023
Q3 2023
|
Esg Planning
Santa Clara, CA |
SELL
|
- |
-797- 11.88% |
$81.7K - $85.6K
|
5.91K
$627K
|
|
|
Oct 10, 2023
Q3 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-823- 27.5% |
$84.4K - $88.4K
|
2.17K
$230K
|
|
|
Oct 20, 2023
Q3 2023
|
Tnf LLC
|
SELL
|
- |
-846- 1.77% |
$86.7K - $90.9K
|
47K
$4.98M
|
|
|
Nov 13, 2023
Q3 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-877- 10.13% |
$89.9K - $94.2K
|
7.78K
$826K
|
|
|
Oct 16, 2023
Q3 2023
|
Moller Financial Services
|
SELL
|
- |
-898- 1.2% |
$92.1K - $96.4K
|
74.1K
$7.87M
|
|
|
Nov 07, 2023
Q3 2023
|
Wealth Advisors Of Iowa, LLC
|
SELL
|
- |
-916- 7.33% |
$93.9K - $98.4K
|
11.6K
$1.23M
|
|
|
Oct 17, 2023
Q3 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-917- 6.03% |
$94K - $98.5K
|
14.3K
$1.52M
|
|
|
Nov 01, 2023
Q3 2023
|
Engrave Wealth Partners LLC
|
SELL
|
- |
-952- 12.67% |
$97.6K - $102K
|
6.56K
$696K
|
|
|
Oct 19, 2023
Q3 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-960- 3.92% |
$98.4K - $103K
|
23.5K
$2.5M
|
|
|
Oct 23, 2023
Q3 2023
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-960- 4.34% |
$98.4K - $103K
|
21.1K
$2.24M
|
|
|
Jan 16, 2024
Q3 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-960- 3.92% |
$98.4K - $103K
|
23.5K
$2.5M
|
|
|
Nov 09, 2023
Q3 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-976- 0.2% |
$100K - $105K
|
476K
$50.5M
|
|
|
Nov 01, 2023
Q3 2023
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-988- 19.29% |
$101K - $106K
|
4.13K
$439K
|
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-991- 8.34% |
$102K - $106K
|
10.9K
$1.16M
|
|
|
Oct 11, 2023
Q3 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-995- 7.84% |
$102K - $107K
|
11.7K
$1.24M
|
|
|
Oct 10, 2023
Q3 2023
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-1.02K- 5.88% |
$105K - $110K
|
16.3K
$1.73M
|
|
|
Nov 13, 2023
Q3 2023
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-1.03K- 14.81% |
$106K - $111K
|
5.93K
$629K
|
|
|
Oct 10, 2023
Q3 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-1.1K- 6.22% |
$113K - $118K
|
16.6K
$1.76M
|
|
|
Oct 16, 2023
Q3 2023
|
Paragon Wealth Strategies, LLC
|
SELL
|
- |
-1.1K- 31.93% |
$113K - $119K
|
2.35K
$250K
|
|
|
Oct 17, 2023
Q3 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.12K- 4.93% |
$114K - $120K
|
21.5K
$2.29M
|
|
|
Nov 14, 2023
Q3 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-1.15K- 21.82% |
$118K - $123K
|
4.11K
$437K
|
|
|
Nov 02, 2023
Q3 2023
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-1.2K- 3.3% |
$123K - $129K
|
35.1K
$3.73M
|
|
|
Oct 25, 2023
Q3 2023
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-1.22K- 10.95% |
$125K - $130K
|
9.89K
$1.05M
|
|
|
Nov 07, 2023
Q3 2023
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-1.25K- 34.44% |
$128K - $134K
|
2.38K
$253K
|
|
|
Nov 14, 2023
Q3 2023
|
American Financial Advisors, LLC
|
SELL
|
- |
-1.25K- 12.18% |
$128K - $134K
|
9.03K
$958K
|
|
|
Oct 16, 2023
Q3 2023
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-1.27K- 5.94% |
$131K - $137K
|
20.2K
$2.14M
|
|
|
Nov 14, 2023
Q3 2023
|
Motive Wealth Advisors
|
SELL
|
- |
-1.3K- 2.68% |
$134K - $140K
|
47.4K
$5.03M
|
|
|
Oct 10, 2023
Q3 2023
|
Lpwm LLC
Minneapolis, MN |
SELL
|
- |
-1.31K- 5.87% |
$134K - $141K
|
21K
$2.23M
|
|
|
Oct 27, 2023
Q3 2023
|
Hassell Wealth Management, LLC
Houma, LA |
SELL
|
- |
-1.32K- 2.82% |
$135K - $142K
|
45.6K
$4.84M
|
|
|
Jul 17, 2024
Q3 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-1.33K- 42.26% |
$136K - $143K
|
1.81K
$192K
|
|
|
Oct 30, 2023
Q3 2023
|
Meritage Portfolio Management
|
SELL
|
- |
-1.33K- 4.75% |
$136K - $143K
|
26.7K
$2.83M
|
|
|
Nov 13, 2023
Q3 2023
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-1.36K- 5.86% |
$140K - $146K
|
21.9K
$2.33M
|
|
|
Nov 14, 2023
Q3 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-1.39K- 9.0% |
$142K - $149K
|
14K
$1.49M
|
|
|
Oct 10, 2023
Q3 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-1.4K- 27.43% |
$144K - $151K
|
3.71K
$394K
|
|
|
Nov 01, 2023
Q3 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-1.42K- 5.98% |
$146K - $152K
|
22.3K
$2.37M
|
|
|
Oct 12, 2023
Q3 2023
|
Twele Capital Management, Inc.
|
SELL
|
- |
-1.43K- 5.81% |
$147K - $154K
|
23.2K
$2.46M
|
|
|
Oct 20, 2023
Q3 2023
|
Prairie View Partners, LLC
|
SELL
|
- |
-1.47K- 14.95% |
$151K - $158K
|
8.35K
$887K
|
|
|
Oct 17, 2023
Q3 2023
|
Cx Institutional
|
SELL
|
- |
-1.52K- 0.73% |
$156K - $164K
|
207K
$22M
|
|
|
Nov 07, 2023
Q3 2023
|
Patron Partners, LLC
|
SELL
|
- |
-1.57K- 16.95% |
$161K - $168K
|
7.68K
$815K
|
|
|
Nov 13, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.57K- 12.92% |
$161K - $169K
|
10.6K
$1.13M
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-1.59K- 3.37% |
$163K - $170K
|
45.6K
$4.83M
|
|
|
Oct 31, 2023
Q3 2023
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-1.6K- 1.05% |
$164K - $172K
|
152K
$16.1M
|
|
|
Oct 18, 2023
Q3 2023
|
Advisory Alpha, LLC
|
SELL
|
- |
-1.62K- 12.41% |
$166K - $174K
|
11.4K
$1.21M
|
|
|
Nov 13, 2023
Q3 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-1.63K- 0.58% |
$167K - $175K
|
280K
$29.7M
|
|
|
Nov 09, 2023
Q3 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-1.65K- 34.99% |
$169K - $177K
|
3.07K
$325K
|
|
|
Nov 08, 2023
Q3 2023
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-1.69K- 38.78% |
$173K - $181K
|
2.66K
$282K
|