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 |
|---|---|---|---|---|---|---|---|
|
Nov 01, 2023
Q3 2023
|
Mattern Wealth Management LLC
|
SELL
|
- |
-1.7K- 44.62% |
$174K - $182K
|
2.11K
$224K
|
|
|
Oct 27, 2023
Q3 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-1.72K- 16.87% |
$176K - $184K
|
8.45K
$897K
|
|
|
Nov 13, 2023
Q3 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-1.75K- 4.15% |
$180K - $188K
|
40.4K
$4.29M
|
|
|
Jan 12, 2024
Q3 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.82K- 16.02% |
$186K - $195K
|
9.52K
$1.01M
|
|
|
Oct 27, 2023
Q3 2023
|
Alley Investment Management Company, LLC
|
SELL
|
- |
-1.87K- 1.78% |
$192K - $201K
|
103K
$10.9M
|
|
|
Nov 08, 2023
Q3 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-1.87K- 3.63% |
$192K - $201K
|
49.8K
$5.28M
|
|
|
Nov 14, 2023
Q3 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-1.9K- 31.24% |
$195K - $204K
|
4.18K
$444K
|
|
|
Nov 08, 2023
Q3 2023
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-1.9K- 20.89% |
$195K - $204K
|
7.2K
$764K
|
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.9K- 17.3% |
$195K - $204K
|
9.1K
$966K
|
|
|
Oct 19, 2023
Q3 2023
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-1.91K- 13.62% |
$196K - $205K
|
12.1K
$1.29M
|
|
|
Nov 02, 2023
Q3 2023
|
Cypress Capital Group
|
SELL
|
- |
-1.93K- 4.0% |
$197K - $207K
|
46.2K
$4.91M
|
|
|
Oct 17, 2023
Q3 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-1.95K- 19.9% |
$200K - $209K
|
7.84K
$832K
|
|
|
Oct 23, 2023
Q3 2023
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-1.96K- 3.24% |
$201K - $210K
|
58.4K
$6.2M
|
|
|
Nov 06, 2024
Q3 2023
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-1.97K- 21.71% |
$202K - $211K
|
7.1K
$754K
|
|
|
Nov 13, 2023
Q3 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-1.98K- 0.2% |
$203K - $212K
|
984K
$104M
|
|
|
Nov 14, 2023
Q3 2023
|
Stephens Inc
|
SELL
|
- |
-2K- 4.0% |
$205K - $215K
|
48K
$5.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-2.01K- 3.07% |
$206K - $215K
|
63.3K
$6.71M
|
|
|
Oct 23, 2023
Q3 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-2.02K- 27.03% |
$207K - $217K
|
5.45K
$578K
|
|
|
Oct 25, 2023
Q3 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-2.05K- 20.03% |
$210K - $220K
|
8.19K
$869K
|
|
|
Nov 13, 2023
Q3 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-2.05K- 8.36% |
$210K - $220K
|
22.5K
$2.38M
|
|
|
Sep 06, 2024
Q3 2023
|
Ted Buchan & CO
San Diego, CA |
SELL
|
- |
-2.06KClosed |
$211K - $221K
|
0
$0
|
|
|
Nov 02, 2023
Q3 2023
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-2.06K- 56.59% |
$211K - $221K
|
1.58K
$168K
|
|
|
Oct 10, 2023
Q3 2023
|
Curbstone Financial Management Corp
|
SELL
|
- |
-2.07K- 3.79% |
$212K - $222K
|
52.5K
$5.58M
|
|
|
Nov 01, 2023
Q3 2023
|
Horan Securities, Inc.
|
SELL
|
- |
-2.08K- 20.94% |
$213K - $224K
|
7.86K
$834K
|
|
|
Oct 16, 2023
Q3 2023
|
Forte Asset Management LLC
|
SELL
|
- |
-2.12K- 4.56% |
$217K - $228K
|
44.4K
$4.71M
|
|
|
Oct 13, 2023
Q3 2023
|
Capital Investment Services Of America, Inc.
|
SELL
|
- |
-2.15K- 3.31% |
$220K - $231K
|
62.8K
$6.66M
|
|
|
Oct 25, 2023
Q3 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-2.24K- 14.19% |
$230K - $240K
|
13.5K
$1.44M
|
|
|
Oct 19, 2023
Q3 2023
|
Riversedge Advisors, LLC
|
SELL
|
- |
-2.36K- 6.69% |
$242K - $253K
|
32.9K
$3.49M
|
|
|
Nov 09, 2023
Q3 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-2.36K- 5.42% |
$242K - $254K
|
41.2K
$4.38M
|
|
|
Nov 06, 2023
Q3 2023
|
Wall Capital Group, Inc.
|
SELL
|
- |
-2.38K- 46.58% |
$244K - $255K
|
2.73K
$289K
|
|
|
Oct 31, 2023
Q3 2023
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-2.43K- 10.16% |
$249K - $261K
|
21.5K
$2.28M
|
|
|
Oct 10, 2023
Q3 2023
|
Northwest Capital Management Inc
|
SELL
|
- |
-2.51K- 49.62% |
$257K - $269K
|
2.54K
$270K
|
|
|
Nov 14, 2023
Q3 2023
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-2.51K- 13.93% |
$257K - $270K
|
15.5K
$1.65M
|
|
|
Dec 20, 2023
Q3 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-2.52K- 15.56% |
$258K - $270K
|
13.7K
$1.45M
|
|
|
Oct 31, 2023
Q3 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-2.53K- 27.81% |
$260K - $272K
|
6.57K
$697K
|
|
|
Nov 08, 2023
Q3 2023
|
Amg National Trust Bank
|
SELL
|
- |
-2.53K- 2.11% |
$260K - $272K
|
118K
$12.5M
|
|
|
Oct 30, 2023
Q3 2023
|
Helen Stephens Group, LLC
|
SELL
|
- |
-2.54K- 12.32% |
$261K - $273K
|
18.1K
$1.92M
|
|
|
Oct 30, 2023
Q3 2023
|
Grove Bank & Trust
|
SELL
|
- |
-2.54K- 4.4% |
$261K - $273K
|
55.3K
$5.87M
|
|
|
Oct 17, 2023
Q3 2023
|
Davenport & CO LLC
|
SELL
|
- |
-2.58K- 19.54% |
$265K - $277K
|
10.6K
$1.13M
|
|
|
Nov 02, 2023
Q3 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-2.59K- 67.99% |
$266K - $278K
|
1.22K
$130K
|
|
|
Oct 27, 2023
Q3 2023
|
Smith, Salley & Associates
|
SELL
|
- |
-2.6K- 25.94% |
$267K - $279K
|
7.42K
$787K
|
|
|
Nov 14, 2023
Q3 2023
|
Mount Lucas Management LP
Newtown, PA |
SELL
|
- |
-2.64K- 54.51% |
$271K - $283K
|
2.2K
$234K
|
|
|
Nov 14, 2023
Q3 2023
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-2.7K- 16.48% |
$277K - $290K
|
13.7K
$1.45M
|
|
|
Nov 09, 2023
Q3 2023
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-2.72K- 31.83% |
$278K - $292K
|
5.82K
$617K
|
|
|
Oct 18, 2023
Q3 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-2.74K- 9.72% |
$280K - $294K
|
25.4K
$2.7M
|
|
|
Oct 30, 2023
Q3 2023
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-2.79K- 29.03% |
$286K - $299K
|
6.81K
$723K
|
|
|
Nov 01, 2023
Q3 2023
|
Key F Inancial Inc
|
SELL
|
- |
-2.85K- 64.01% |
$292K - $306K
|
1.6K
$170K
|
|
|
Aug 16, 2024
Q3 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-2.94K- 7.72% |
$302K - $316K
|
35.2K
$3.74M
|
|
|
Nov 06, 2023
Q3 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-2.96K- 9.56% |
$304K - $318K
|
28K
$2.98M
|
|
|
Nov 13, 2023
Q3 2023
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-2.99K- 2.1% |
$307K - $322K
|
139K
$14.8M
|