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 25, 2023
Q3 2023
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-3K- 15.2% |
$307K - $322K
|
16.7K
$1.77M
|
|
|
Oct 31, 2023
Q3 2023
|
Mc Adam, LLC
|
SELL
|
- |
-3.09K- 5.76% |
$316K - $331K
|
50.4K
$5.35M
|
|
|
Oct 23, 2023
Q3 2023
|
Financial Guidance Group, Inc.
|
SELL
|
- |
-3.13K- 4.16% |
$320K - $336K
|
72K
$7.64M
|
|
|
Oct 18, 2023
Q3 2023
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-3.16K- 1.65% |
$324K - $339K
|
188K
$19.9M
|
|
|
Oct 11, 2023
Q3 2023
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-3.22K- 6.19% |
$330K - $346K
|
48.8K
$5.18M
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-3.25K- 13.83% |
$333K - $349K
|
20.2K
$2.15M
|
|
|
Nov 09, 2023
Q3 2023
|
Phillips Financial Management, LLC
|
SELL
|
- |
-3.3K- 6.14% |
$338K - $354K
|
50.4K
$5.35M
|
|
|
Oct 04, 2023
Q3 2023
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-3.32K- 41.27% |
$341K - $357K
|
4.73K
$502K
|
|
|
Nov 08, 2023
Q3 2023
|
Davidson Investment Advisors
|
SELL
|
- |
-3.33K- 4.2% |
$341K - $357K
|
75.8K
$8.04M
|
|
|
Oct 19, 2023
Q3 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-3.4K- 10.72% |
$348K - $365K
|
28.3K
$3M
|
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
SELL
|
- |
-3.44K- 0.8% |
$353K - $369K
|
425K
$45.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-3.45K- 14.6% |
$354K - $371K
|
20.2K
$2.14M
|
|
|
Oct 19, 2023
Q3 2023
|
Focus Wealth Advisors, LLC
|
SELL
|
- |
-3.46K- 29.45% |
$355K - $371K
|
8.28K
$879K
|
|
|
Nov 14, 2023
Q3 2023
|
Jones Financial Companies Lllp
|
SELL
|
- |
-3.5K- 0.38% |
$359K - $376K
|
915K
$97.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-3.64K- 10.02% |
$374K - $391K
|
32.7K
$3.47M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-3.79K- 1.42% |
$388K - $407K
|
263K
$28M
|
|
|
Oct 24, 2023
Q3 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-3.79K- 4.16% |
$388K - $407K
|
87.4K
$9.27M
|
|
|
Oct 10, 2023
Q3 2023
|
Parkside Investments, LLC
|
SELL
|
- |
-3.83K- 2.38% |
$392K - $411K
|
157K
$16.7M
|
|
|
Oct 19, 2023
Q3 2023
|
Evanson Asset Management, LLC
|
SELL
|
- |
-3.91K- 41.07% |
$400K - $419K
|
5.6K
$595K
|
|
|
Nov 02, 2023
Q3 2023
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-3.91K- 9.87% |
$401K - $420K
|
35.7K
$3.79M
|
|
|
Nov 15, 2023
Q3 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-4.1K- 14.01% |
$421K - $440K
|
25.2K
$2.67M
|
|
|
Oct 25, 2023
Q3 2023
|
Concord Wealth Partners
|
SELL
|
- |
-4.17K- 22.71% |
$428K - $448K
|
14.2K
$1.51M
|
|
|
Nov 14, 2023
Q3 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-4.22K- 15.91% |
$433K - $453K
|
22.3K
$2.37M
|
|
|
Oct 10, 2023
Q3 2023
|
Procyon Advisors, LLC
|
SELL
|
- |
-4.22K- 23.36% |
$433K - $453K
|
13.9K
$1.47M
|
|
|
Oct 13, 2023
Q3 2023
|
Pfg Advisors
|
SELL
|
- |
-4.28K- 27.87% |
$439K - $460K
|
11.1K
$1.18M
|
|
|
Oct 26, 2023
Q3 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-4.3K- 35.38% |
$441K - $462K
|
7.86K
$834K
|
|
|
Nov 14, 2023
Q3 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-4.35K- 31.37% |
$446K - $467K
|
9.52K
$1.01M
|
|
|
Oct 20, 2023
Q3 2023
|
My Legacy Advisors, LLC
|
SELL
|
- |
-4.35K- 13.14% |
$446K - $468K
|
28.8K
$3.05M
|
|
|
Nov 14, 2023
Q3 2023
|
Okabena Investment Services Inc
Minneapolis, MN |
SELL
|
- |
-4.4K- 94.12% |
$451K - $473K
|
275
$29.2K
|
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-4.44K- 17.65% |
$455K - $476K
|
20.7K
$2.2M
|
|
|
Nov 03, 2023
Q3 2023
|
Ade, LLC
|
SELL
|
- |
-4.51K- 5.16% |
$463K - $485K
|
83K
$8.81M
|
|
|
Nov 14, 2023
Q3 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-4.56K- 14.24% |
$467K - $489K
|
27.5K
$2.91M
|
|
|
Oct 19, 2023
Q3 2023
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-4.62K- 4.16% |
$474K - $496K
|
106K
$11.3M
|
|
|
Oct 30, 2023
Q3 2023
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-4.62K- 53.94% |
$474K - $496K
|
3.95K
$419K
|
|
|
Nov 02, 2023
Q3 2023
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-4.74K- 38.21% |
$486K - $508K
|
7.66K
$813K
|
|
|
Oct 23, 2023
Q3 2023
|
Private Ocean, LLC
|
SELL
|
- |
-4.76K- 4.03% |
$488K - $511K
|
113K
$12M
|
|
|
Nov 14, 2023
Q3 2023
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-4.91K- 54.06% |
$503K - $527K
|
4.17K
$443K
|
|
|
Oct 24, 2023
Q3 2023
|
Brown Advisory Inc
|
SELL
|
- |
-4.96K- 8.9% |
$509K - $533K
|
50.8K
$5.39M
|
|
|
Nov 03, 2023
Q3 2023
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-5.01K- 14.75% |
$514K - $538K
|
29K
$3.07M
|
|
|
Oct 05, 2023
Q3 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-5.11K- 31.85% |
$524K - $549K
|
10.9K
$1.16M
|
|
|
Oct 05, 2023
Q3 2023
|
Life Pro Asset Management
|
SELL
|
- |
-5.23K- 15.38% |
$536K - $562K
|
28.8K
$3.06M
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-5.23K- 40.94% |
$536K - $562K
|
7.55K
$801K
|
|
|
Nov 13, 2023
Q3 2023
|
Private Capital Management LLC
|
SELL
|
- |
-5.25K- 70.7% |
$538K - $563K
|
2.17K
$231K
|
|
|
Oct 23, 2023
Q3 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-5.28K- 24.76% |
$542K - $567K
|
16K
$1.7M
|
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-5.3K- 4.3% |
$544K - $569K
|
118K
$12.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-5.39K- 16.93% |
$552K - $578K
|
26.4K
$2.81M
|
|
|
Oct 27, 2023
Q3 2023
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-5.41K- 31.14% |
$555K - $581K
|
12K
$1.27M
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
SELL
|
- |
-5.42K- 19.59% |
$555K - $582K
|
22.2K
$2.36M
|
|
|
Oct 23, 2023
Q3 2023
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-5.53K- 8.51% |
$567K - $593K
|
59.4K
$6.3M
|
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
SELL
|
- |
-5.56K- 0.64% |
$570K - $597K
|
865K
$91.8M
|