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 06, 2023
Q3 2023
|
Hudock, Inc.
|
BUY
|
- |
25.5K+ 346.99% |
$2.62M - $2.74M
|
32.9K
$3.49M
|
|
|
Oct 10, 2023
Q3 2023
|
Wedmont Private Capital
|
BUY
|
- |
25.2K+ 16.52% |
$2.59M - $2.71M
|
178K
$18.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
24.5K+ 13.24% |
$2.51M - $2.63M
|
209K
$22.2M
|
|
|
Oct 31, 2023
Q3 2023
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
23.9KNew |
$2.45M - $2.56M
|
23.9K
$2.53M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
23.8K+ 3.41% |
$2.44M - $2.56M
|
722K
$76.6M
|
|
|
Oct 24, 2023
Q3 2023
|
Elm Partners Management LLC
|
BUY
|
- |
23.7K+ 31.05% |
$2.43M - $2.54M
|
99.8K
$10.6M
|
|
|
Oct 25, 2023
Q3 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
21.5K+ 25.83% |
$2.2M - $2.31M
|
105K
$11.1M
|
|
|
Nov 06, 2023
Q3 2023
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
21.4K+ 55.77% |
$2.19M - $2.3M
|
59.7K
$6.34M
|
|
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
21.2K+ 6.17% |
$2.18M - $2.28M
|
365K
$38.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
21.1K+ 15.44% |
$2.16M - $2.27M
|
158K
$16.7M
|
|
|
Oct 26, 2023
Q3 2023
|
Ironwood Wealth Management, Llc.
|
BUY
|
- |
21K+ 93.93% |
$2.15M - $2.25M
|
43.3K
$4.6M
|
|
|
Nov 13, 2023
Q3 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
20.4K+ 35.16% |
$2.09M - $2.19M
|
78.5K
$8.33M
|
|
|
Jun 17, 2024
Q3 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
20.4K+ 42.91% |
$2.09M - $2.19M
|
68K
$7.22M
|
|
|
Nov 07, 2023
Q3 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
20.3K+ 39.63% |
$2.08M - $2.18M
|
71.4K
$7.58M
|
|
|
Nov 07, 2023
Q3 2023
|
Austin Private Wealth, LLC
|
BUY
|
- |
20.1K+ 6.52% |
$2.06M - $2.16M
|
329K
$34.9M
|
|
|
Oct 23, 2023
Q3 2023
|
Vicus Capital
State College, PA |
BUY
|
- |
19.7K+ 13.01% |
$2.02M - $2.12M
|
171K
$18.2M
|
|
|
Nov 15, 2023
Q3 2023
|
Crestwood Advisors Group LLC
|
BUY
|
- |
19.4K+ 2.69% |
$1.99M - $2.08M
|
741K
$78.7M
|
|
|
Oct 19, 2023
Q3 2023
|
Sol Capital Management CO
|
BUY
|
- |
19.2KNew |
$1.97M - $2.07M
|
19.2K
$2.04M
|
|
|
Nov 02, 2023
Q3 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
19.2K+ 4.22% |
$1.97M - $2.07M
|
475K
$50.4M
|
|
|
Oct 31, 2023
Q3 2023
|
Annex Advisory Services, LLC
|
BUY
|
- |
19K+ 11.23% |
$1.95M - $2.04M
|
189K
$20M
|
|
|
Nov 14, 2023
Q3 2023
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
18.7K+ 571.07% |
$1.92M - $2.01M
|
22K
$2.34M
|
|
|
Nov 07, 2023
Q3 2023
|
Ledyard National Bank
|
BUY
|
- |
18.4K+ 12.37% |
$1.88M - $1.97M
|
167K
$17.7M
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
18.3K+ 11.19% |
$1.88M - $1.97M
|
182K
$19.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
18.2K+ 49.77% |
$1.86M - $1.95M
|
54.7K
$5.8M
|
|
|
Nov 07, 2023
Q3 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
18.1K+ 14.25% |
$1.85M - $1.94M
|
145K
$15.4M
|
|
|
Oct 24, 2023
Q3 2023
|
Wealth Management Resources, Inc.
|
BUY
|
- |
18.1K+ 479.34% |
$1.85M - $1.94M
|
21.8K
$2.32M
|
|
|
Nov 09, 2023
Q3 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
17.8KNew |
$1.82M - $1.91M
|
17.8K
$1.89M
|
|
|
Oct 31, 2023
Q3 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
17.8K+ 249.47% |
$1.82M - $1.91M
|
24.9K
$2.64M
|
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
17.2K+ 4.29% |
$1.76M - $1.84M
|
418K
$44.3M
|
|
|
Nov 02, 2023
Q3 2023
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
16.7K+ 73.35% |
$1.71M - $1.79M
|
39.4K
$4.18M
|
|
|
Nov 13, 2023
Q3 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
16.5K+ 37.0% |
$1.7M - $1.78M
|
61.2K
$6.5M
|
|
|
Oct 17, 2023
Q3 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
16.5K+ 127.69% |
$1.69M - $1.77M
|
29.5K
$3.13M
|
|
|
Nov 06, 2023
Q3 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
16.4K+ 12.69% |
$1.68M - $1.76M
|
145K
$15.4M
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
15.5K+ 104.95% |
$1.59M - $1.66M
|
30.2K
$3.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
15.5K+ 61.67% |
$1.58M - $1.66M
|
40.5K
$4.3M
|
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
15.3K+ 30.05% |
$1.57M - $1.64M
|
66.1K
$7.02M
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
15.3K+ 7.18% |
$1.57M - $1.64M
|
228K
$24.2M
|
|
|
Nov 09, 2023
Q3 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
15.1K+ 5.63% |
$1.55M - $1.62M
|
283K
$30M
|
|
|
Nov 08, 2023
Q3 2023
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
14.5K+ 6.59% |
$1.49M - $1.56M
|
235K
$24.9M
|
|
|
Nov 02, 2023
Q3 2023
|
M&T Bank Corp
|
BUY
|
- |
14.5K+ 8.41% |
$1.48M - $1.56M
|
187K
$19.8M
|
|
|
Nov 15, 2023
Q3 2023
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
14.5KNew |
$1.48M - $1.55M
|
14.5K
$1.54M
|
|
|
Oct 13, 2023
Q3 2023
|
Cypress Wealth Services, LLC
|
BUY
|
- |
14.4K+ 80.97% |
$1.48M - $1.55M
|
32.2K
$3.41M
|
|
|
Oct 19, 2023
Q3 2023
|
Lindenwold Advisors
|
BUY
|
- |
14.3K+ 21.31% |
$1.47M - $1.54M
|
81.7K
$8.67M
|
|
|
Nov 13, 2023
Q3 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
14.3K+ 11.01% |
$1.46M - $1.53M
|
144K
$15.3M
|
|
|
Oct 19, 2023
Q3 2023
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
14.2K+ 12.47% |
$1.46M - $1.53M
|
128K
$13.6M
|
|
|
Oct 11, 2023
Q3 2023
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
14.2K+ 494.2% |
$1.46M - $1.53M
|
17.1K
$1.81M
|
|
|
Oct 31, 2023
Q3 2023
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
14.2KNew |
$1.45M - $1.52M
|
14.2K
$1.51M
|
|
|
Oct 23, 2023
Q3 2023
|
Accurate Wealth Management, LLC
|
BUY
|
- |
13.8K+ 117.44% |
$1.41M - $1.48M
|
25.5K
$2.71M
|
|
|
Nov 15, 2023
Q3 2023
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
13.6KNew |
$1.39M - $1.46M
|
13.6K
$1.44M
|
|
|
Dec 11, 2023
Q3 2023
|
Wesbanco Bank Inc
|
BUY
|
- |
13.5K+ 10.54% |
$1.38M - $1.45M
|
141K
$15M
|