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
Nov 14, 2023 Q3 2023
Advisory Services Network, LLC

BUY
 -
13.2K
+ 10.06%
$1.35M - $1.41M
144K $15.4M
Nov 13, 2023 Q3 2023
Provence Wealth Management Group

BUY
 -
13.1K
+ 49.99%
$1.34M - $1.41M
39.3K $4.19M
Oct 10, 2023 Q3 2023
Symmetry Partners, LLC

BUY
 -
13K
+ 3.42%
$1.33M - $1.4M
393K $41.9M
Nov 01, 2023 Q3 2023
Financial Life Advisors

BUY
 -
13K
+ 24.38%
$1.33M - $1.39M
66.1K $7.05M
Oct 30, 2023 Q3 2023
Congress Wealth Management LLC

Boston, MA
BUY
 -
12.9K
+ 65.46%
$1.32M - $1.38M
32.6K $3.47M
Nov 13, 2023 Q3 2023
Hsbc Holdings PLC

London, X0
BUY
 -
12.6K
+ 3.46%
$1.29M - $1.35M
376K $40.1M
Oct 19, 2023 Q3 2023
Clarius Group, LLC

Seattle, WA
BUY
 -
12.5K
New
$1.28M - $1.34M
12.5K $1.33M
Nov 08, 2023 Q3 2023
Crewe Advisors LLC

BUY
 -
12.5K
+ 30.44%
$1.28M - $1.34M
53.5K $5.7M
Nov 13, 2023 Q3 2023
Towercrest Capital Management

Newtown, PA
BUY
 -
12.3K
+ 11.73%
$1.26M - $1.32M
117K $12.4M
Oct 17, 2023 Q3 2023
Aspiriant, LLC

BUY
 -
12.2K
+ 9.09%
$1.25M - $1.31M
147K $15.6M
Oct 23, 2023 Q3 2023
Svb Wealth LLC

Boston, MA
BUY
 -
12.2K
+ 37.84%
$1.25M - $1.31M
44.5K $4.74M
Oct 17, 2023 Q3 2023
Park Place Capital Corp

Birmingham, AL
BUY
 -
12.1K
+ 82.34%
$1.25M - $1.3M
26.9K $2.86M
Nov 30, 2023 Q3 2023
Fidelity D & D Bancorp Inc

Dunmore, PA
BUY
 -
11.7K
New
$1.2M - $1.26M
11.7K $1.25M
Oct 27, 2023 Q3 2023
Parcion Private Wealth LLC

Bellevue, WA
BUY
 -
11.7K
+ 7.04%
$1.2M - $1.26M
178K $19M
Oct 11, 2023 Q3 2023
Adviser Investments LLC

BUY
 -
11.7K
+ 2.1%
$1.2M - $1.25M
567K $60.4M
Oct 10, 2023 Q3 2023
Boston Standard Wealth Management, LLC

BUY
 -
11.6K
+ 8.32%
$1.19M - $1.24M
150K $16M
Nov 16, 2023 Q3 2023
Integrated Advisors Network LLC

Palos Verdes Estates, CA
BUY
 -
11.5K
+ 14.94%
$1.18M - $1.24M
88.5K $9.43M
Nov 01, 2023 Q3 2023
Regions Financial Corp

BUY
 -
11.5K
+ 7.32%
$1.18M - $1.23M
168K $17.9M
Nov 02, 2023 Q3 2023
Venturi Wealth Management, LLC

Austin, TX
BUY
 -
11.4K
+ 13.3%
$1.17M - $1.22M
96.9K $10.3M
Oct 27, 2023 Q3 2023
Assetmark, Inc

BUY
 -
11.2K
+ 0.57%
$1.15M - $1.2M
1.98M $211M
Nov 07, 2023 Q3 2023
Clearstead Advisors, LLC

Cleveland, OH
BUY
 -
11.2K
+ 1078.43%
$1.14M - $1.2M
12.2K $1.3M
Oct 18, 2023 Q3 2023
Morton Brown Family Wealth, LLC

BUY
 -
11.1K
+ 9.28%
$1.14M - $1.2M
131K $14M
Oct 23, 2023 Q3 2023
Dakota Wealth Management

BUY
 -
11.1K
+ 29.39%
$1.14M - $1.19M
48.9K $5.21M
Nov 13, 2023 Q3 2023
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
11K
+ 571.9%
$1.12M - $1.18M
12.9K $1.37M
Oct 25, 2023 Q3 2023
Professional Financial Advisors, LLC

BUY
 -
10.7K
New
$1.1M - $1.15M
10.7K $1.14M
Oct 17, 2023 Q3 2023
Romano Brothers And Company

Evanston, IL
BUY
 -
10.6K
New
$1.09M - $1.14M
10.6K $1.13M
Nov 14, 2023 Q3 2023
Stone X Group Inc.

BUY
 -
10.6K
New
$1.08M - $1.13M
10.6K $1.13M
Nov 15, 2023 Q3 2023
Belpointe Asset Management LLC

BUY
 -
10.5K
+ 314.26%
$1.08M - $1.13M
13.9K $1.48M
Nov 14, 2023 Q3 2023
Baker Avenue Asset Management, LP

BUY
 -
10.5K
+ 57.17%
$1.08M - $1.13M
29K $3.08M
Nov 08, 2023 Q3 2023
D.A. Davidson & Co.

BUY
 -
10.4K
+ 194.79%
$1.07M - $1.12M
15.7K $1.68M
Oct 10, 2023 Q3 2023
Presilium Private Wealth, LLC

Radnor, PA
BUY
 -
10.2K
+ 27.95%
$1.05M - $1.1M
46.7K $4.97M
Nov 14, 2023 Q3 2023
Alesco Advisors LLC

Pittsford, NY
BUY
 -
10.2K
+ 8.27%
$1.04M - $1.09M
133K $14.2M
Oct 12, 2023 Q3 2023
First Financial Bank Trust Division

Hamilton, OH
BUY
 -
10K
+ 6.72%
$1.03M - $1.07M
159K $16.9M
Nov 15, 2023 Q3 2023
Gts Securities LLC

New York, NY
BUY
 -
10K
New
$1.03M - $1.07M
10K $1.07M
Oct 26, 2023 Q3 2023
Catalyst Financial Partners LLC

Boston, MA
BUY
 -
9.97K
+ 19.57%
$1.02M - $1.07M
60.9K $6.49M
Nov 13, 2023 Q3 2023
Meeder Asset Management Inc

BUY
 -
9.96K
+ 26.29%
$1.02M - $1.07M
47.9K $5.1M
Nov 13, 2023 Q3 2023
Qube Research & Technologies LTD

London, X0
BUY
 -
9.78K
+ 534.85%
$1M - $1.05M
11.6K $1.24M
Oct 12, 2023 Q3 2023
Sage Financial Management Group, Inc.

BUY
 -
9.76K
New
$1M - $1.05M
9.76K $1.04M
Nov 13, 2023 Q3 2023
Cibc Private Wealth Group, LLC

BUY
 -
9.46K
+ 159.06%
$970K - $1.02M
15.4K $1.64M
Nov 14, 2023 Q3 2023
Apollon Wealth Management, LLC

Mount Pleasant, SC
BUY
 -
9.32K
+ 10.97%
$955K - $1M
94.3K $10M
Oct 31, 2023 Q3 2023
Teamwork Financial Advisors, LLC

BUY
 -
9.29K
+ 403.39%
$953K - $998K
11.6K $1.24M
Nov 13, 2023 Q3 2023
Lgl Partners, LLC

West Conshohocken, PA
BUY
 -
9.21K
+ 123.16%
$944K - $989K
16.7K $1.78M
Nov 13, 2023 Q3 2023
Continuum Advisory, LLC

Eagle, ID
BUY
 -
9.17K
+ 64.7%
$940K - $984K
23.3K $2.49M
Oct 13, 2023 Q3 2023
Arkadios Wealth Advisors

BUY
 -
9.16K
New
$939K - $984K
9.16K $976K
Nov 14, 2023 Q3 2023
Royal Harbor Partners, LLC

BUY
 -
9.12K
+ 442.86%
$935K - $980K
11.2K $1.19M
Oct 13, 2023 Q3 2023
Afs Financial Group, LLC

Bethesda, MD
BUY
 -
9.06K
+ 32.31%
$929K - $973K
37.1K $3.95M
Nov 14, 2023 Q3 2023
Iht Wealth Management, LLC

Chicago, IL
BUY
 -
8.96K
+ 55.63%
$919K - $963K
25.1K $2.67M
Oct 31, 2023 Q3 2023
Vise Technologies, Inc.

New York, NY
BUY
 -
8.68K
+ 35.87%
$890K - $932K
32.9K $3.5M
Nov 13, 2023 Q3 2023
Stokes Family Office, LLC

BUY
 -
8.38K
+ 22.5%
$859K - $900K
45.6K $4.86M

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