Purchases and Sales Made in Q3 2023 in Ishares National Muni Bond ETF (MUB)

MUB Quotes by TradingView

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 13, 2023 Q3 2023
Retirement Investment Advisors, Inc.

Oklahoma City, OK
BUY
 -
62.5K
+ 19.75%
$6.41M - $6.71M
379K $39.4M
Nov 15, 2023 Q3 2023
Morgan Stanley

New York, NY
BUY
 -
60.1K
+ 1.05%
$6.16M - $6.46M
5.77M $600M
Nov 08, 2023 Q3 2023
Ausdal Financial Partners, Inc.

Davenport, IA
BUY
 -
59.1K
+ 296.82%
$6.06M - $6.34M
79K $8.2M
Oct 30, 2023 Q3 2023
Equita Financial Network, Inc.

Fort Washington, PA
BUY
 -
58.9K
New
$6.04M - $6.32M
58.9K $6.11M
Nov 13, 2023 Q3 2023
Archetype Wealth Partners

Houston, TX
BUY
 -
58.7K
+ 9.04%
$6.02M - $6.31M
709K $73.6M
Nov 13, 2023 Q3 2023
Salomon & Ludwin, LLC

BUY
 -
58K
+ 57.01%
$5.95M - $6.23M
160K $16.6M
Nov 14, 2023 Q3 2023
Cresset Asset Management, LLC

Chicago, IL
BUY
 -
57.2K
+ 24.7%
$5.87M - $6.14M
289K $30M
Nov 14, 2023 Q3 2023
Fiduciary Trust CO

Boston, MA
BUY
 -
57.1K
+ 175.65%
$5.86M - $6.13M
89.6K $9.31M
Oct 25, 2023 Q3 2023
Forvis Wealth Advisors, LLC

BUY
 -
54.6K
+ 12.14%
$5.6M - $5.86M
504K $52.3M
Nov 14, 2023 Q3 2023
Ameriprise Financial Inc

Minneapolis, MN
BUY
 -
54.3K
+ 4.95%
$5.57M - $5.84M
1.15M $120M
Oct 31, 2023 Q3 2023
Cook Wealth Management Group LLC

Raleigh, NC
BUY
 -
52.4K
+ 156.84%
$5.38M - $5.63M
85.9K $8.92M
Oct 27, 2023 Q3 2023
Allspring Global Investments Holdings, LLC

BUY
 -
50.7K
New
$5.2M - $5.45M
50.7K $5.27M
Nov 13, 2023 Q3 2023
Mather Group, Llc.

Chicago, IL
BUY
 -
50.2K
+ 15.87%
$5.15M - $5.39M
367K $38.1M
Nov 06, 2023 Q3 2023
North Star Investment Management Corp.

Chicago, IL
BUY
 -
50.2K
+ 353.52%
$5.15M - $5.39M
64.4K $6.69M
Dec 04, 2023 Q3 2023
Trust CO

BUY
 -
48.3K
+ 32.84%
$4.96M - $5.19M
196K $20.3M
Oct 24, 2023 Q3 2023
Bailard, Inc.

BUY
 -
47.8K
+ 14.98%
$4.9M - $5.13M
367K $38.1M
Nov 14, 2023 Q3 2023
Truist Financial Corp

BUY
 -
45.7K
+ 5.41%
$4.69M - $4.91M
890K $92.5M
Oct 17, 2023 Q3 2023
Leonard Rickey Investment Advisors P.L.L.C.

BUY
 -
43.5K
+ 46.82%
$4.46M - $4.67M
136K $14.2M
Nov 09, 2023 Q3 2023
Ellevest, Inc.

BUY
 -
43.1K
+ 5.45%
$4.42M - $4.63M
834K $86.6M
Oct 11, 2023 Q3 2023
Ae Wealth Management LLC

BUY
 -
43.1K
+ 8.17%
$4.42M - $4.63M
571K $59.3M
Oct 26, 2023 Q3 2023
Graypoint LLC

BUY
 -
42.8K
+ 191.04%
$4.39M - $4.6M
65.2K $6.77M
Nov 08, 2023 Q3 2023
Choreo, LLC

Minneapolis, MN
BUY
 -
39.4K
+ 39.98%
$4.04M - $4.23M
138K $14.3M
Oct 19, 2023 Q3 2023
Charles Schwab Trust CO

BUY
 -
38.7K
New
$3.97M - $4.15M
38.7K $4.02M
Nov 09, 2023 Q3 2023
One Capital Management, LLC

Westlake Village, CA
BUY
 -
38.2K
+ 5.0%
$3.92M - $4.1M
802K $83.2M
Nov 03, 2023 Q3 2023
Avantax Planning Partners, Inc.

BUY
 -
36.5K
+ 13.44%
$3.74M - $3.92M
308K $32M
Oct 24, 2023 Q3 2023
Patton Albertson Miller Group, LLC

BUY
 -
35.9K
+ 95.59%
$3.68M - $3.86M
73.5K $7.63M
Nov 08, 2023 Q3 2023
Huntington National Bank

Columbus, OH
BUY
 -
34.4K
+ 14.27%
$3.52M - $3.69M
275K $28.6M
Oct 16, 2023 Q3 2023
One Advisory Partners, LLC

BUY
 -
34K
+ 71.54%
$3.49M - $3.65M
81.6K $8.47M
Nov 06, 2023 Q3 2023
Schneider Downs Wealth Management Advisors, LP

BUY
 -
33.3K
+ 23.38%
$3.42M - $3.58M
176K $18.3M
Nov 13, 2023 Q3 2023
Invenio Wealth Partners LLC

Coral Gables, FL
BUY
 -
33K
+ 832.91%
$3.39M - $3.55M
37K $3.84M
Nov 14, 2023 Q3 2023
Cwa Asset Management Group, LLC

BUY
 -
32.7K
+ 18.87%
$3.35M - $3.51M
206K $21.4M
Nov 03, 2023 Q3 2023
Ci Private Wealth, LLC

Miami, FL
BUY
 -
32.4K
+ 4.48%
$3.32M - $3.48M
755K $78.4M
Nov 08, 2023 Q3 2023
Aifg Consultants Ltd.

Halfmoon, NY
BUY
 -
31.6K
New
$3.24M - $3.4M
31.6K $3.28M
Nov 15, 2023 Q3 2023
Wunderlich Capital Managemnt

Memphis, TN
BUY
 -
31.6K
+ 875.22%
$3.24M - $3.39M
35.2K $3.66M
Nov 09, 2023 Q3 2023
Kestra Advisory Services, LLC

BUY
 -
30.9K
+ 34.11%
$3.16M - $3.31M
121K $12.6M
Nov 14, 2023 Q3 2023
Mml Investors Services, LLC

Springfield, MA
BUY
 -
30.7K
+ 2.09%
$3.15M - $3.3M
1.5M $156M
Nov 13, 2023 Q3 2023
Legacy Financial Strategies, LLC

Leawood, KS
BUY
 -
30.4K
+ 144.4%
$3.11M - $3.26M
51.4K $5.34M
Nov 14, 2023 Q3 2023
Captrust Financial Advisors

Raleigh, NC
BUY
 -
30K
+ 5.43%
$3.07M - $3.22M
582K $60.5M
Nov 14, 2023 Q3 2023
Beacon Pointe Advisors, LLC

Newport Beach, CA
BUY
 -
29.5K
+ 4.39%
$3.03M - $3.17M
703K $73M
Nov 14, 2023 Q3 2023
Creative Financial Designs Inc

BUY
 -
29.5K
+ 586.64%
$3.03M - $3.17M
34.5K $3.59M
Nov 07, 2023 Q3 2023
Financial Counselors Inc

BUY
 -
28.5K
New
$2.92M - $3.06M
28.5K $2.96M
Nov 14, 2023 Q3 2023
Lido Advisors, LLC

Los Angeles, CA
BUY
 -
27.9K
+ 19.79%
$2.86M - $3M
169K $17.5M
Nov 15, 2023 Q3 2023
Exchange Bank

Santa Rosa, CA
BUY
 -
27.4K
New
$2.81M - $2.94M
27.4K $2.84M
Oct 24, 2023 Q3 2023
Stratos Wealth Partners, Ltd.

BUY
 -
26.9K
+ 29.71%
$2.76M - $2.89M
118K $12.2M
Nov 14, 2023 Q3 2023
Brown Wealth Management, LLC

Naperville, IL
BUY
 -
26.6K
+ 38.73%
$2.73M - $2.86M
95.3K $9.89M
Oct 27, 2023 Q3 2023
Foster Group, Inc.

BUY
 -
26.3K
+ 2.99%
$2.7M - $2.82M
905K $94M
Oct 31, 2023 Q3 2023
Manhattan West Asset Management, LLC

Los Angeles, CA
BUY
 -
26.1K
+ 60.82%
$2.67M - $2.8M
68.9K $7.15M
Oct 10, 2023 Q3 2023
Dynamic Advisor Solutions LLC

BUY
 -
26K
+ 60.46%
$2.67M - $2.79M
69.1K $7.17M
Nov 14, 2023 Q3 2023
United Community Bank

Greenville, SC
BUY
 -
25.7K
New
$2.64M - $2.76M
25.7K $2.67M

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