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 24, 2023
Q3 2023
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-427- 16.8% |
$43.8K - $45.9K
|
2.12K
$225K
|
|
|
Oct 10, 2023
Q3 2023
|
Successful Portfolios LLC
|
SELL
|
- |
-430- 11.86% |
$44.1K - $46.2K
|
3.2K
$340K
|
|
|
Oct 18, 2023
Q3 2023
|
Investments & Financial Planning, LLC
Lexington, KY |
SELL
|
- |
-431- 6.47% |
$44.2K - $46.3K
|
6.23K
$664K
|
|
|
Nov 13, 2023
Q3 2023
|
Dean Investment Associates, LLC
Beavercreek, OH |
SELL
|
- |
-433- 2.27% |
$44.4K - $46.5K
|
18.6K
$1.98M
|
|
|
Nov 01, 2023
Q3 2023
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-434- 6.4% |
$44.5K - $46.6K
|
6.35K
$676K
|
|
|
Nov 09, 2023
Q3 2023
|
Arrow Financial Corp
|
SELL
|
- |
-436- 3.68% |
$44.7K - $46.8K
|
11.4K
$1.21M
|
|
|
Oct 26, 2023
Q3 2023
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-439- 15.21% |
$45K - $47.1K
|
2.45K
$261K
|
|
|
Oct 11, 2023
Q3 2023
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-440- 10.59% |
$45.1K - $47.3K
|
3.71K
$396K
|
|
|
Oct 13, 2023
Q3 2023
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-441- 1.19% |
$45.2K - $47.4K
|
36.6K
$3.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Alpha Centric Advisors LLC
San Juan, PR |
SELL
|
- |
-442- 56.16% |
$45.3K - $47.5K
|
345
$36.8K
|
|
|
Nov 08, 2023
Q3 2023
|
Sepio Capital, LP
|
SELL
|
- |
-446- 3.39% |
$45.7K - $47.9K
|
12.7K
$1.35M
|
|
|
Nov 17, 2023
Q3 2023
|
Diversified Trust CO
|
SELL
|
- |
-450- 13.67% |
$46.1K - $48.3K
|
2.84K
$303K
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-451- 3.47% |
$46.2K - $48.4K
|
12.5K
$1.34M
|
|
|
Oct 24, 2023
Q3 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-453- 3.68% |
$46.5K - $48.6K
|
11.8K
$1.26M
|
|
|
Nov 02, 2023
Q3 2023
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-458- 10.1% |
$47K - $49.2K
|
4.08K
$434K
|
|
|
Nov 13, 2023
Q3 2023
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-460- 3.14% |
$47.2K - $49.4K
|
14.2K
$1.51M
|
|
|
Nov 07, 2023
Q3 2023
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-463- 1.88% |
$47.5K - $49.7K
|
24.2K
$2.58M
|
|
|
Oct 10, 2023
Q3 2023
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
SELL
|
- |
-464- 1.76% |
$47.6K - $49.8K
|
25.8K
$2.75M
|
|
|
Nov 08, 2023
Q3 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-474- 2.07% |
$48.6K - $50.9K
|
22.4K
$2.39M
|
|
|
Nov 14, 2023
Q3 2023
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-474- 11.79% |
$48.6K - $50.9K
|
3.55K
$378K
|
|
|
Oct 10, 2023
Q3 2023
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-482- 4.8% |
$49.4K - $51.8K
|
9.56K
$1.02M
|
|
|
Nov 01, 2023
Q3 2023
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-503- 1.97% |
$51.6K - $54K
|
25K
$2.66M
|
|
|
Nov 03, 2023
Q3 2023
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-507- 5.48% |
$52K - $54.4K
|
8.74K
$931K
|
|
|
Nov 07, 2023
Q3 2023
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-528- 19.14% |
$54.1K - $56.7K
|
2.23K
$238K
|
|
|
Sep 11, 2024
Q3 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-534- 12.83% |
$54.8K - $57.3K
|
3.63K
$386K
|
|
|
Oct 23, 2023
Q3 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-541- 4.37% |
$55.5K - $58.1K
|
11.8K
$1.26M
|
|
|
Nov 13, 2023
Q3 2023
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-555- 0.87% |
$56.9K - $59.6K
|
63.5K
$6.77M
|
|
|
Oct 18, 2023
Q3 2023
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-561- 5.64% |
$57.5K - $60.2K
|
9.39K
$1M
|
|
|
Oct 18, 2023
Q3 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-564- 70.06% |
$57.8K - $60.6K
|
241
$25.7K
|
|
|
Oct 18, 2023
Q3 2023
|
Washington Trust CO
|
SELL
|
- |
-569- 96.93% |
$58.3K - $61.1K
|
18
$1.92K
|
|
|
Oct 31, 2023
Q3 2023
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-570- 0.57% |
$58.4K - $61.2K
|
99.2K
$10.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-584- 22.19% |
$59.9K - $62.7K
|
2.05K
$218K
|
|
|
Nov 13, 2023
Q3 2023
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-593- 26.75% |
$60.8K - $63.7K
|
1.62K
$173K
|
|
|
Oct 23, 2023
Q3 2023
|
Sweet Financial Partners, LLC
|
SELL
|
- |
-607- 5.27% |
$62.2K - $65.2K
|
10.9K
$1.16M
|
|
|
Oct 10, 2023
Q3 2023
|
Founders Capital Management
|
SELL
|
- |
-620- 93.37% |
$63.6K - $66.6K
|
44
$4.69K
|
|
|
Oct 17, 2023
Q3 2023
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-626- 11.11% |
$64.2K - $67.2K
|
5.01K
$534K
|
|
|
Oct 10, 2023
Q3 2023
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-639- 6.14% |
$65.5K - $68.6K
|
9.76K
$1.04M
|
|
|
Dec 13, 2024
Q3 2023
|
Smart Wealth LLC
Omaha, NE |
SELL
|
- |
-643- 19.44% |
$65.9K - $69.1K
|
2.66K
$284K
|
|
|
Nov 14, 2023
Q3 2023
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-646- 1.33% |
$66.2K - $69.4K
|
47.8K
$5.09M
|
|
|
Nov 14, 2023
Q3 2023
|
Arcadia Wealth Management, LLC
Manchester, NH |
SELL
|
- |
-652- 2.6% |
$66.9K - $70K
|
24.4K
$2.6M
|
|
|
Feb 02, 2024
Q3 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-659- 5.78% |
$67.6K - $70.8K
|
10.7K
$1.14M
|
|
|
Nov 13, 2023
Q3 2023
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-666- 1.57% |
$68.3K - $71.5K
|
41.6K
$4.44M
|
|
|
Oct 30, 2023
Q3 2023
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-675- 0.92% |
$69.2K - $72.5K
|
72.5K
$7.73M
|
|
|
Oct 26, 2023
Q3 2023
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-701- 8.9% |
$71.9K - $75.3K
|
7.18K
$764K
|
|
|
Nov 13, 2023
Q3 2023
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-710- 4.77% |
$72.8K - $76.2K
|
14.2K
$1.51M
|
|
|
Oct 25, 2023
Q3 2023
|
Flagstone Financial Management
Lincoln, NE |
SELL
|
- |
-725- 14.61% |
$74.3K - $77.9K
|
4.24K
$452K
|
|
|
Nov 07, 2023
Q3 2023
|
Executive Wealth Management, LLC
|
SELL
|
- |
-730- 9.56% |
$74.9K - $78.4K
|
6.91K
$736K
|
|
|
Oct 16, 2023
Q3 2023
|
Mc Broom & Associates, LLC
|
SELL
|
- |
-752- 10.59% |
$77.1K - $80.8K
|
6.35K
$677K
|
|
|
Oct 10, 2023
Q3 2023
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-758- 1.81% |
$77.7K - $81.4K
|
41.2K
$4.39M
|
|
|
Oct 31, 2023
Q3 2023
|
Ifg Advisors, LLC
|
SELL
|
- |
-760- 8.98% |
$77.9K - $81.6K
|
7.71K
$821K
|