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 02, 2023
Q3 2023
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-231- 3.02% |
$23.7K - $24.8K
|
7.41K
$787K
|
|
|
Oct 25, 2023
Q3 2023
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-239- 7.38% |
$24.5K - $25.7K
|
3K
$318K
|
|
|
Oct 27, 2023
Q3 2023
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-239- 7.99% |
$24.5K - $25.7K
|
2.75K
$292K
|
|
|
Oct 10, 2023
Q3 2023
|
Bts Asset Management, Inc.
|
SELL
|
- |
-241- 2.76% |
$24.7K - $25.9K
|
8.49K
$901K
|
|
|
Oct 24, 2023
Q3 2023
|
Sofi Wealth, LLC
|
SELL
|
- |
-242- 0.07% |
$24.8K - $26K
|
369K
$39.2M
|
|
|
Oct 10, 2023
Q3 2023
|
Maple Capital Management, Inc.
|
SELL
|
- |
-248- 3.89% |
$25.4K - $26.6K
|
6.12K
$650K
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-249- 0.59% |
$25.5K - $26.7K
|
41.9K
$4.44M
|
|
|
Oct 17, 2023
Q3 2023
|
New Potomac Partners, LLC
|
SELL
|
- |
-250- 2.72% |
$25.6K - $26.8K
|
8.95K
$950K
|
|
|
Nov 01, 2023
Q3 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-255- 1.43% |
$26.1K - $27.4K
|
17.6K
$1.87M
|
|
|
Nov 13, 2023
Q3 2023
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-258- 1.48% |
$26.5K - $27.7K
|
17.1K
$1.82M
|
|
|
Oct 10, 2023
Q3 2023
|
Rise Advisors, LLC
|
SELL
|
- |
-262- 35.79% |
$26.9K - $28.1K
|
470
$49.9K
|
|
|
Nov 15, 2023
Q3 2023
|
First Citizens Asset Management, Inc.
Raleigh, NC |
SELL
|
- |
-268- 0.21% |
$27.5K - $28.8K
|
125K
$13.2M
|
|
|
Oct 27, 2023
Q3 2023
|
Center For Asset Management LLC
|
SELL
|
- |
-269- 7.98% |
$27.6K - $28.9K
|
3.1K
$329K
|
|
|
Nov 07, 2023
Q3 2023
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-272- 0.53% |
$27.9K - $29.2K
|
50.8K
$5.39M
|
|
|
Nov 14, 2023
Q3 2023
|
Ascent Group, LLC
|
SELL
|
- |
-273- 2.25% |
$28K - $29.3K
|
11.9K
$1.26M
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-274- 3.18% |
$28.1K - $29.4K
|
8.35K
$886K
|
|
|
Nov 06, 2023
Q3 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-276- 2.7% |
$28.3K - $29.6K
|
9.96K
$1.06M
|
|
|
Nov 07, 2023
Q3 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-278- 53.67% |
$28.5K - $29.9K
|
240
$25.5K
|
|
|
Oct 26, 2023
Q3 2023
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-281- 6.59% |
$28.8K - $30.2K
|
3.98K
$423K
|
|
|
Oct 23, 2023
Q3 2023
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-289- 6.19% |
$29.6K - $31K
|
4.38K
$465K
|
|
|
Nov 09, 2023
Q3 2023
|
Hallmark Capital Management Inc
|
SELL
|
- |
-293- 43.09% |
$30K - $31.5K
|
387
$41.1K
|
|
|
Nov 01, 2023
Q3 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-298- 2.75% |
$30.6K - $32K
|
10.5K
$1.12M
|
|
|
Oct 10, 2023
Q3 2023
|
Evensky & Katz LLC
|
SELL
|
- |
-306- 7.18% |
$31.4K - $32.9K
|
3.95K
$420K
|
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-309- 9.36% |
$31.7K - $33.2K
|
2.99K
$318K
|
|
|
Oct 30, 2023
Q3 2023
|
Insight Wealth Partners, LLC
|
SELL
|
- |
-312- 1.48% |
$32K - $33.5K
|
20.7K
$2.2M
|
|
|
Oct 11, 2023
Q3 2023
|
Consilio Wealth Advisors, LLC
|
SELL
|
- |
-324- 1.76% |
$33.2K - $34.8K
|
18.1K
$1.92M
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-325- 9.31% |
$33.3K - $34.9K
|
3.17K
$336K
|
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-328- 80.59% |
$33.6K - $35.2K
|
79
$8.38K
|
|
|
Oct 19, 2023
Q3 2023
|
Lion Street Advisors, LLC
|
SELL
|
- |
-332- 4.48% |
$34K - $35.7K
|
7.07K
$751K
|
|
|
Oct 24, 2023
Q3 2023
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-339- 3.68% |
$34.8K - $36.4K
|
8.88K
$942K
|
|
|
Nov 08, 2023
Q3 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-340- 0.64% |
$34.9K - $36.5K
|
52.7K
$5.6M
|
|
|
Oct 23, 2023
Q3 2023
|
Innova Wealth Partners
|
SELL
|
- |
-342- 5.57% |
$35.1K - $36.7K
|
5.8K
$615K
|
|
|
Nov 08, 2023
Q3 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-344- 0.54% |
$35.3K - $36.9K
|
63.1K
$6.7M
|
|
|
Oct 25, 2023
Q3 2023
|
Canal Capital Management, LLC
|
SELL
|
- |
-345- 7.44% |
$35.4K - $37K
|
4.29K
$456K
|
|
|
Nov 07, 2023
Q3 2023
|
Efficient Advisors, LLC
|
SELL
|
- |
-345- 2.66% |
$35.4K - $37K
|
12.6K
$1.34M
|
|
|
Nov 14, 2023
Q3 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-349- 18.92% |
$35.8K - $37.5K
|
1.5K
$159K
|
|
|
Oct 25, 2023
Q3 2023
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-351- 2.49% |
$36K - $37.7K
|
13.8K
$1.46M
|
|
|
Oct 12, 2023
Q3 2023
|
Toth Financial Advisory Corp
|
SELL
|
- |
-355- 31.53% |
$36.4K - $38.1K
|
771
$81.8K
|
|
|
Nov 13, 2023
Q3 2023
|
Evoke Wealth, LLC
|
SELL
|
- |
-358- 9.91% |
$36.7K - $38.4K
|
3.26K
$345K
|
|
|
Nov 13, 2023
Q3 2023
|
Lokken Investment Group LLC
|
SELL
|
- |
-359- 2.7% |
$36.8K - $38.6K
|
13K
$1.38M
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-364- 40.9% |
$37.3K - $39.1K
|
526
$55.8K
|
|
|
May 20, 2024
Q3 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-371- 13.03% |
$38K - $39.8K
|
2.48K
$263K
|
|
|
Nov 02, 2023
Q3 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-373- 0.25% |
$38.2K - $40.1K
|
146K
$15.5M
|
|
|
Nov 02, 2023
Q3 2023
|
Diversified, LLC
|
SELL
|
- |
-375- 10.58% |
$38.5K - $40.3K
|
3.17K
$336K
|
|
|
Oct 18, 2023
Q3 2023
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-381- 1.48% |
$39.1K - $40.9K
|
25.4K
$2.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-385- 7.24% |
$39.5K - $41.3K
|
4.93K
$523K
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-398- 2.6% |
$40.8K - $42.7K
|
14.9K
$1.58M
|
|
|
Nov 14, 2023
Q3 2023
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-399- 0.91% |
$40.9K - $42.8K
|
43.5K
$4.62M
|
|
|
Oct 13, 2023
Q3 2023
|
Auour Investments LLC
Wenham, MA |
SELL
|
- |
-421- 12.74% |
$43.2K - $45.2K
|
2.88K
$306K
|
|
|
Nov 15, 2023
Q3 2023
|
Journey Advisory Group, LLC
|
SELL
|
- |
-423- 16.99% |
$43.4K - $45.4K
|
2.07K
$219K
|