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 14, 2023
Q3 2023
|
Stone House Investment Management, LLC
|
SELL
|
- |
-17.4K- 66.68% |
$1.78M - $1.87M
|
8.68K
$925K
|
|
|
Nov 07, 2023
Q3 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-17.9K- 71.97% |
$1.84M - $1.93M
|
6.98K
$744K
|
|
|
Dec 06, 2023
Q3 2023
|
Financial Insights, Inc.
|
SELL
|
- |
-18.4K- 28.36% |
$1.88M - $1.97M
|
46.4K
$4.94M
|
|
|
Nov 09, 2023
Q3 2023
|
Wavelength Capital Management, LLC
|
SELL
|
- |
-18.7K- 20.86% |
$1.92M - $2.01M
|
70.9K
$7.56M
|
|
|
Oct 19, 2023
Q3 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-19.1K- 64.55% |
$1.96M - $2.05M
|
10.5K
$1.12M
|
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-19.4K- 2.16% |
$1.99M - $2.09M
|
880K
$93.8M
|
|
|
Oct 30, 2023
Q3 2023
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-20.5K- 84.61% |
$2.1M - $2.2M
|
3.73K
$397K
|
|
|
Nov 06, 2023
Q3 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-20.6K- 8.81% |
$2.11M - $2.21M
|
213K
$22.7M
|
|
|
Oct 30, 2023
Q3 2023
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-21.8K- 22.93% |
$2.23M - $2.34M
|
73.2K
$7.79M
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-21.9K- 3.91% |
$2.24M - $2.35M
|
537K
$57.2M
|
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-22.9K- 1.93% |
$2.35M - $2.46M
|
1.16M
$124M
|
|
|
Nov 14, 2023
Q3 2023
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-24.7K- 5.89% |
$2.54M - $2.66M
|
395K
$42.1M
|
|
|
Nov 02, 2023
Q3 2023
|
Estate Counselors, LLC
|
SELL
|
- |
-24.9K- 38.98% |
$2.56M - $2.68M
|
39K
$4.16M
|
|
|
Oct 11, 2023
Q3 2023
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-25.2K- 60.68% |
$2.58M - $2.71M
|
16.3K
$1.74M
|
|
|
Nov 08, 2023
Q3 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-26.6K- 16.3% |
$2.73M - $2.86M
|
137K
$14.6M
|
|
|
Nov 09, 2023
Q3 2023
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-28.4K- 70.01% |
$2.91M - $3.05M
|
12.2K
$1.3M
|
|
|
Sep 25, 2024
Q3 2023
|
Passive Capital Management, Llc.
Baltimore, MD |
SELL
|
- |
-28.6K- 17.09% |
$2.94M - $3.07M
|
139K
$14.8M
|
|
|
Oct 26, 2023
Q3 2023
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-28.8K- 9.3% |
$2.95M - $3.09M
|
281K
$29.9M
|
|
|
Oct 31, 2023
Q3 2023
|
Asio Capital, LLC
|
SELL
|
- |
-29.3K- 11.18% |
$3M - $3.15M
|
233K
$24.8M
|
|
|
Oct 10, 2023
Q3 2023
|
Apella Capital, LLC
|
SELL
|
- |
-31.4K- 11.6% |
$3.22M - $3.37M
|
239K
$25.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Wunderlich Capital Managemnt
Memphis, TN |
SELL
|
- |
-31.9K- 89.81% |
$3.27M - $3.42M
|
3.61K
$385K
|
|
|
Nov 13, 2023
Q3 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-32.2K- 69.29% |
$3.3M - $3.46M
|
14.3K
$1.52M
|
|
|
Nov 03, 2023
Q3 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-34.4K- 12.35% |
$3.52M - $3.69M
|
244K
$26M
|
|
|
Oct 13, 2023
Q3 2023
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-35.7K- 19.05% |
$3.66M - $3.83M
|
152K
$16.1M
|
|
|
Oct 10, 2023
Q3 2023
|
Arden Trust CO
|
SELL
|
- |
-35.7K- 57.04% |
$3.66M - $3.84M
|
26.9K
$2.87M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-36.8K- 1.3% |
$3.77M - $3.95M
|
2.79M
$297M
|
|
|
Nov 13, 2023
Q3 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-37.5K- 7.4% |
$3.85M - $4.03M
|
469K
$50M
|
|
|
Nov 06, 2023
Q3 2023
|
Savant Capital, LLC
|
SELL
|
- |
-38.4K- 19.48% |
$3.94M - $4.12M
|
159K
$16.9M
|
|
|
Oct 02, 2024
Q3 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-44.2KClosed |
$4.53M - $4.74M
|
0
$0
|
|
|
Oct 26, 2023
Q3 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-48.5K- 12.28% |
$4.97M - $5.21M
|
347K
$36.9M
|
|
|
Aug 29, 2024
Q3 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-48.5K- 12.28% |
$4.97M - $5.21M
|
347K
$36.9M
|
|
|
Oct 25, 2023
Q3 2023
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-49.6K- 90.71% |
$5.08M - $5.32M
|
5.08K
$541K
|
|
|
Nov 14, 2023
Q3 2023
|
Laird Norton Trust Company, LLC
|
SELL
|
- |
-51.8K- 21.15% |
$5.31M - $5.56M
|
193K
$20.6M
|
|
|
Nov 08, 2023
Q3 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-52.8K- 4.71% |
$5.41M - $5.67M
|
1.07M
$114M
|
|
|
Nov 08, 2023
Q3 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-54.7K- 25.39% |
$5.61M - $5.88M
|
161K
$17.1M
|
|
|
Nov 06, 2023
Q3 2023
|
Xml Financial, LLC
|
SELL
|
- |
-59.8K- 90.77% |
$6.13M - $6.42M
|
6.08K
$647K
|
|
|
Nov 02, 2023
Q3 2023
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-62.6K- 98.08% |
$6.42M - $6.72M
|
1.23K
$131K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-66.6K- 30.93% |
$6.83M - $7.16M
|
149K
$15.9M
|
|
|
Oct 31, 2023
Q3 2023
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-69.2K- 12.09% |
$7.09M - $7.43M
|
503K
$53.6M
|
|
|
Jan 29, 2025
Q3 2023
|
Sage Private Wealth Group, LLC
|
SELL
|
- |
-69.9K- 89.05% |
$7.17M - $7.51M
|
8.6K
$916K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-72.1K- 10.41% |
$7.4M - $7.75M
|
621K
$66.1M
|
|
|
Oct 30, 2023
Q3 2023
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-72.2K- 5.73% |
$7.4M - $7.75M
|
1.19M
$127M
|
|
|
Nov 14, 2023
Q3 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-78.7K- 90.56% |
$8.07M - $8.45M
|
8.2K
$874K
|
|
|
Oct 10, 2023
Q3 2023
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-78.9K- 37.16% |
$8.09M - $8.48M
|
134K
$14.2M
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
SELL
|
- |
-84.8K- 77.01% |
$8.69M - $9.1M
|
25.3K
$2.7M
|
|
|
Nov 03, 2023
Q3 2023
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-85.4K- 92.94% |
$8.75M - $9.17M
|
6.49K
$691K
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-92.9K- 8.46% |
$9.53M - $9.98M
|
1.01M
$107M
|
|
|
Nov 09, 2023
Q3 2023
|
Truepoint, Inc.
|
SELL
|
- |
-105K- 55.04% |
$10.7M - $11.2M
|
85.4K
$9.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-122K- 88.15% |
$12.6M - $13.2M
|
16.5K
$1.75M
|
|
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-132K- 96.54% |
$13.5M - $14.2M
|
4.73K
$504K
|