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
Oct 12, 2023 Q3 2023
Sea Crest Wealth Management, LLC

Purchase, NY
BUY
 -
112
+ 1.72%
$11.5K - $12K
6.61K $705K
Nov 13, 2023 Q3 2023
Sandy Cove Advisors, LLC

Hingham, MA
BUY
 -
112
+ 0.68%
$11.5K - $12K
16.7K $1.77M
Nov 14, 2023 Q3 2023
Treynor Bancshares, Inc.

BUY
 -
111
+ 1.4%
$11.4K - $11.9K
8.06K $859K
Oct 25, 2023 Q3 2023
Shufro Rose & CO LLC

BUY
 -
107
+ 4.88%
$11K - $11.5K
2.3K $245K
Nov 13, 2023 Q3 2023
Cary Street Partners Investment Advisory LLC

Richmond, VA
BUY
 -
104
+ 0.73%
$10.7K - $11.2K
14.3K $1.53M
Oct 17, 2023 Q3 2023
Midwest Financial Group LLC

Overland Park, KS
BUY
 -
101
+ 1.27%
$10.4K - $10.8K
8.08K $860K
Oct 13, 2023 Q3 2023
Register Financial Advisors LLC

Atlanta, GA
BUY
 -
100
+ 42.37%
$10.3K - $10.7K
336 $35.8K
Nov 14, 2023 Q3 2023
New Republic Capital, LLC

Charlotte, NC
BUY
 -
95
+ 5.94%
$9.74K - $10.2K
1.69K $180K
Nov 13, 2023 Q3 2023
First Trust Advisors LP

Wheaton, IL
BUY
 -
91
+ 1.35%
$9.33K - $9.77K
6.81K $725K
Nov 08, 2023 Q3 2023
Aptus Capital Advisors, LLC

BUY
 -
89
+ 0.94%
$9.13K - $9.56K
9.53K $1.01M
Oct 23, 2023 Q3 2023
Sowa Financial Group, Inc.

Lincoln, RI
BUY
 -
84
+ 0.31%
$8.61K - $9.02K
26.8K $2.86M
Nov 06, 2023 Q3 2023
Wealthstar Advisors, LLC

Plano, TX
BUY
 -
84
+ 0.41%
$8.61K - $9.02K
20.4K $2.17M
Nov 14, 2023 Q3 2023
Legacy Advisors, LLC

BUY
 -
84
+ 3.6%
$8.61K - $9.02K
2.42K $258K
Oct 19, 2023 Q3 2023
Olio Financial Planning

BUY
 -
82
+ 0.82%
$8.41K - $8.81K
10.1K $1.08M
Oct 19, 2023 Q3 2023
Alta Wealth Advisors LLC

BUY
 -
78
+ 0.98%
$8K - $8.38K
8.05K $857K
Nov 08, 2023 Q3 2023
Pine Valley Investments LTD Liability CO

Marlton, NJ
BUY
 -
75
+ 0.65%
$7.69K - $8.05K
11.6K $1.24M
Jan 24, 2024 Q3 2023
Cedrus LLC

Littleton, CO
BUY
 -
75
+ 1.99%
$7.69K - $8.05K
3.85K $410K
Nov 06, 2023 Q3 2023
Argonautica Private Wealth Management, Inc

Wellesley, MA
BUY
 -
70
+ 1.4%
$7.18K - $7.52K
5.05K $538K
Nov 13, 2023 Q3 2023
Geo Wealth Management, LLC

Chicago, IL
BUY
 -
63
+ 1.52%
$6.46K - $6.77K
4.22K $449K
Nov 14, 2023 Q3 2023
Jefferies Financial Group Inc.

New York, NY
BUY
 -
61
+ 0.3%
$6.25K - $6.55K
20.2K $2.16M
Oct 23, 2023 Q3 2023
Sigma Investment Counselors Inc

BUY
 -
60
+ 2.04%
$6.15K - $6.44K
3K $320K
Nov 13, 2023 Q3 2023
Bbr Partners, LLC

New York, NY
BUY
 -
58
+ 2.02%
$5.95K - $6.23K
2.93K $312K
Nov 01, 2023 Q3 2023
Wakefield Asset Management Lllp

Englewood, CO
BUY
 -
55
+ 0.63%
$5.64K - $5.91K
8.74K $931K
Oct 31, 2023 Q3 2023
Spinnaker Investment Group, LLC

BUY
 -
54
+ 1.78%
$5.54K - $5.8K
3.09K $329K
Mar 12, 2024 Q3 2023
Executive Wealth Group LLC

Kirkland, WA
BUY
 -
51
+ 0.59%
$5.23K - $5.48K
8.72K $929K
Oct 17, 2023 Q3 2023
Inscription Capital, LLC

Houston, TX
BUY
 -
45
+ 0.41%
$4.61K - $4.83K
11.1K $1.18M
Oct 17, 2023 Q3 2023
Gem Asset Management, LLC

Plymouth, MI
BUY
 -
45
+ 0.58%
$4.61K - $4.83K
7.8K $831K
Oct 25, 2023 Q3 2023
Ferguson Shapiro LLC

BUY
 -
42
+ 0.82%
$4.31K - $4.51K
5.14K $547K
Nov 06, 2023 Q3 2023
Retirement Group, LLC

BUY
 -
42
New
$4.31K - $4.51K
42 $4.47K
Oct 13, 2023 Q3 2023
Tennessee Valley Asset Management Partners

BUY
 -
41
+ 0.39%
$4.2K - $4.4K
10.5K $1.12M
Oct 18, 2023 Q3 2023
Warren Street Wealth Advisors, LLC

BUY
 -
39
+ 1.12%
$4K - $4.19K
3.52K $375K
Oct 10, 2023 Q3 2023
Uma Financial Services, Inc.

BUY
 -
36
+ 0.3%
$3.69K - $3.87K
12K $1.28M
Nov 07, 2023 Q3 2023
Pinnacle Wealth Planning Services, Inc.

BUY
 -
36
+ 0.59%
$3.69K - $3.87K
6.09K $649K
Nov 09, 2023 Q3 2023
Oliver Lagore Vanvalin Investment Group

Flint, MI
BUY
 -
33
+ 3.34%
$3.38K - $3.54K
1.02K $109K
Oct 10, 2023 Q3 2023
First Hawaiian Bank

BUY
 -
31
+ 0.13%
$3.18K - $3.33K
23.9K $2.54M
Oct 19, 2023 Q3 2023
Good Life Advisors, LLC

BUY
 -
31
+ 0.48%
$3.18K - $3.33K
6.53K $695K
Oct 26, 2023 Q3 2023
Verity Wealth Advisors

BUY
 -
31
+ 0.67%
$3.18K - $3.33K
4.66K $496K
Nov 01, 2023 Q3 2023
Ellis Investment Partners, LLC

BUY
 -
28
+ 0.67%
$2.87K - $3.01K
4.23K $450K
Oct 19, 2023 Q3 2023
Values Added Financial LLC

Washington, DC
BUY
 -
27
+ 0.79%
$2.77K - $2.9K
3.44K $366K
Oct 18, 2023 Q3 2023
Olistico Wealth, LLC

Tulsa, OK
BUY
 -
25
+ 0.69%
$2.56K - $2.68K
3.64K $388K
Oct 30, 2023 Q3 2023
Nvwm, LLC

BUY
 -
25
New
$2.56K - $2.68K
25 $2.66K
Nov 06, 2023 Q3 2023
Authentikos Wealth Advisory, LLC

Morgan Hill, CA
BUY
 -
25
New
$2.56K - $2.68K
25 $2.66K
Oct 18, 2023 Q3 2023
Iron Horse Wealth Management, LLC

BUY
 -
22
New
$2.26K - $2.36K
22 $2.34K
Oct 10, 2023 Q3 2023
Tsfg, LLC

BUY
 -
21
+ 0.19%
$2.15K - $2.26K
11K $1.17M
Oct 23, 2023 Q3 2023
Cumberland Advisors Inc

BUY
 -
20
+ 0.54%
$2.05K - $2.15K
3.72K $396K
Nov 02, 2023 Q3 2023
Main Street Financial Solutions, LLC

BUY
 -
19
+ 0.34%
$1.95K - $2.04K
5.57K $594K
Nov 02, 2023 Q3 2023
Your Advocates Ltd., LLP

Houston, TX
BUY
 -
18
New
$1.85K - $1.93K
18 $1.92K
Oct 24, 2023 Q3 2023
Total Investment Management Inc

Scottsdale, AZ
BUY
 -
17
+ 0.61%
$1.74K - $1.83K
2.82K $300K
Oct 16, 2023 Q3 2023
Hill Island Financial LLC

Grand Rapids, MI
BUY
 -
16
+ 0.68%
$1.64K - $1.72K
2.38K $254K

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