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 19, 2023
Q3 2023
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-5.56K- 74.77% |
$571K - $598K
|
1.88K
$199K
|
|
|
Nov 02, 2023
Q3 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-5.65K- 11.59% |
$580K - $607K
|
43.1K
$4.58M
|
|
|
Oct 25, 2023
Q3 2023
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-5.76K- 20.65% |
$590K - $618K
|
22.1K
$2.35M
|
|
|
Nov 13, 2023
Q3 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-5.84K- 1.67% |
$599K - $627K
|
344K
$36.5M
|
|
|
Oct 26, 2023
Q3 2023
|
Macroview Investment Management LLC
|
SELL
|
- |
-5.85K- 42.54% |
$599K - $628K
|
7.9K
$838K
|
|
|
Nov 14, 2023
Q3 2023
|
River Glades Family Offices LLC
Naples, FL |
SELL
|
- |
-5.9K- 59.57% |
$605K - $634K
|
4.01K
$425K
|
|
|
Oct 05, 2023
Q3 2023
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-6.02K- 21.57% |
$617K - $646K
|
21.9K
$2.32M
|
|
|
Oct 17, 2023
Q3 2023
|
Btc Capital Management, Inc.
|
SELL
|
- |
-6.02K- 9.05% |
$618K - $647K
|
60.5K
$6.42M
|
|
|
Nov 02, 2023
Q3 2023
|
Certus Wealth Management, LLC
Redwood City, CA |
SELL
|
- |
-6.14K- 56.16% |
$629K - $659K
|
4.79K
$508K
|
|
|
Oct 31, 2023
Q3 2023
|
Opus Capital Group, LLC
|
SELL
|
- |
-6.17K- 6.27% |
$632K - $662K
|
92.2K
$9.79M
|
|
|
Nov 13, 2023
Q3 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-6.43K- 8.7% |
$660K - $691K
|
67.5K
$7.16M
|
|
|
Nov 09, 2023
Q3 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-6.58K- 55.29% |
$674K - $706K
|
5.32K
$564K
|
|
|
Nov 13, 2023
Q3 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-6.69K- 69.03% |
$685K - $718K
|
3K
$318K
|
|
|
Oct 27, 2023
Q3 2023
|
Alpha Q Advisors LLC
Orlando, FL |
SELL
|
- |
-6.9K- 42.45% |
$708K - $741K
|
9.35K
$993K
|
|
|
Nov 13, 2023
Q3 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-7.3K- 8.06% |
$749K - $784K
|
83.3K
$8.84M
|
|
|
Oct 11, 2023
Q3 2023
|
Legacy Private Trust Co.
|
SELL
|
- |
-7.34K- 6.07% |
$752K - $788K
|
113K
$12M
|
|
|
Nov 13, 2023
Q3 2023
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-7.44K- 17.51% |
$763K - $799K
|
35.1K
$3.72M
|
|
|
Oct 10, 2023
Q3 2023
|
Client First Capital LLC
|
SELL
|
- |
-7.47K- 62.53% |
$766K - $803K
|
4.48K
$475K
|
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-7.54K- 1.37% |
$773K - $810K
|
543K
$57.6M
|
|
|
Oct 24, 2023
Q3 2023
|
Apexium Financial, LP
|
SELL
|
- |
-7.67K- 25.46% |
$786K - $824K
|
22.5K
$2.38M
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-7.76K- 1.89% |
$796K - $834K
|
404K
$42.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Regis Acquisition Inc.
Denver, CO |
SELL
|
- |
-8.17K- 27.52% |
$838K - $878K
|
21.5K
$2.28M
|
|
|
Nov 13, 2023
Q3 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-8.32K- 3.83% |
$854K - $894K
|
209K
$22.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-8.42K- 57.68% |
$863K - $904K
|
6.18K
$656K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-8.44K- 8.97% |
$865K - $906K
|
85.6K
$9.09M
|
|
|
Nov 09, 2023
Q3 2023
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-8.5K- 44.74% |
$872K - $913K
|
10.5K
$1.11M
|
|
|
Oct 19, 2023
Q3 2023
|
Sns Financial Group, LLC
|
SELL
|
- |
-9.16K- 7.47% |
$940K - $984K
|
114K
$12M
|
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-9.17K- 1.71% |
$941K - $985K
|
526K
$55.8M
|
|
|
Oct 13, 2023
Q3 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-9.25K- 0.89% |
$948K - $993K
|
1.03M
$109M
|
|
|
Oct 11, 2023
Q3 2023
|
Burt Wealth Advisors
|
SELL
|
- |
-10.7K- 11.94% |
$1.1M - $1.15M
|
79.3K
$8.42M
|
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-11K- 2.58% |
$1.13M - $1.18M
|
417K
$44.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-11.1K- 11.59% |
$1.14M - $1.19M
|
84.8K
$9M
|
|
|
Nov 14, 2023
Q3 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-11.3K- 3.31% |
$1.16M - $1.21M
|
329K
$35M
|
|
|
Nov 03, 2023
Q3 2023
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-11.4K- 3.88% |
$1.17M - $1.22M
|
282K
$30M
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-11.8K- 5.48% |
$1.21M - $1.27M
|
204K
$21.7M
|
|
|
Nov 07, 2023
Q3 2023
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-11.9K- 23.71% |
$1.22M - $1.28M
|
38.4K
$4.08M
|
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
SELL
|
- |
-12.3K- 12.08% |
$1.27M - $1.33M
|
89.9K
$9.54M
|
|
|
Nov 14, 2023
Q3 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-12.9K- 95.52% |
$1.32M - $1.38M
|
603
$64K
|
|
|
Nov 14, 2023
Q3 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-13.1K- 91.14% |
$1.34M - $1.4M
|
1.27K
$135K
|
|
|
Oct 24, 2023
Q3 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-13.2K- 42.66% |
$1.36M - $1.42M
|
17.8K
$1.89M
|
|
|
Oct 13, 2023
Q3 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-13.3K- 23.76% |
$1.36M - $1.43M
|
42.7K
$4.53M
|
|
|
Oct 19, 2023
Q3 2023
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-13.7K- 18.43% |
$1.41M - $1.47M
|
60.7K
$6.44M
|
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-13.8K- 19.98% |
$1.41M - $1.48M
|
55.1K
$5.85M
|
|
|
Nov 07, 2023
Q3 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-14.4K- 2.87% |
$1.47M - $1.54M
|
486K
$51.6M
|
|
|
Nov 06, 2023
Q3 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-14.6K- 58.27% |
$1.49M - $1.56M
|
10.4K
$1.11M
|
|
|
Nov 13, 2023
Q3 2023
|
Granby Capital Management, LLC
|
SELL
|
- |
-15K- 21.43% |
$1.54M - $1.61M
|
55K
$5.84M
|
|
|
Nov 14, 2023
Q3 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-15.4K- 16.02% |
$1.58M - $1.66M
|
81K
$8.59M
|
|
|
Oct 31, 2023
Q3 2023
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-16.4K- 11.69% |
$1.68M - $1.76M
|
124K
$13.2M
|
|
|
Oct 04, 2023
Q3 2023
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-16.6K- 42.04% |
$1.7M - $1.78M
|
22.9K
$2.43M
|
|
|
Nov 14, 2023
Q3 2023
|
Stone House Investment Management, LLC
|
SELL
|
- |
-17.4K- 66.68% |
$1.78M - $1.87M
|
8.68K
$921K
|