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 10, 2023
Q3 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
8.04K+ 25.28% |
$824K - $863K
|
39.8K
$4.23M
|
|
Nov 13, 2023
Q3 2023
|
Cornerstone Investment Partners, LLC
|
BUY
|
- |
7.97KNew |
$817K - $855K
|
7.97K
$845K
|
|
Nov 01, 2023
Q3 2023
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
7.92KNew |
$812K - $850K
|
7.92K
$840K
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
7.81K+ 5.59% |
$801K - $839K
|
147K
$15.7M
|
|
Oct 12, 2023
Q3 2023
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
7.67K+ 42.59% |
$786K - $823K
|
25.7K
$2.72M
|
|
Nov 13, 2023
Q3 2023
|
True Private Wealth Advisors
|
BUY
|
- |
7.57K+ 270.07% |
$776K - $813K
|
10.4K
$1.1M
|
|
Nov 07, 2023
Q3 2023
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
7.52K+ 8.86% |
$771K - $808K
|
92.4K
$9.81M
|
|
Oct 16, 2023
Q3 2023
|
Kingdom Financial Group Llc.
Peoria, AZ |
BUY
|
- |
7.5K+ 6.51% |
$769K - $806K
|
123K
$13M
|
|
Oct 30, 2023
Q3 2023
|
Capital Insight Partners, LLC
|
BUY
|
- |
7.38K+ 3.35% |
$757K - $792K
|
227K
$24.1M
|
|
Feb 16, 2024
Q3 2023
|
Main Street Investment Advisors LLC
|
BUY
|
- |
7.27K+ 51.14% |
$745K - $781K
|
21.5K
$2.28M
|
|
Oct 20, 2023
Q3 2023
|
Manning & Napier Group, LLC
|
BUY
|
- |
7.24K+ 1.66% |
$743K - $778K
|
443K
$47M
|
|
Oct 23, 2023
Q3 2023
|
Rmr Wealth Builders
|
BUY
|
- |
7.23K+ 5.16% |
$741K - $776K
|
147K
$15.6M
|
|
Oct 10, 2023
Q3 2023
|
Chesley Taft & Associates LLC
|
BUY
|
- |
7.2K+ 4.81% |
$738K - $773K
|
157K
$16.7M
|
|
Nov 15, 2023
Q3 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
7.18K+ 67.85% |
$736K - $771K
|
17.8K
$1.88M
|
|
Nov 01, 2023
Q3 2023
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
7.06K+ 236.27% |
$723K - $758K
|
10K
$1.07M
|
|
Nov 03, 2023
Q3 2023
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
7.01K+ 24.18% |
$718K - $752K
|
36K
$3.82M
|
|
Nov 09, 2023
Q3 2023
|
Sws Partners
|
BUY
|
- |
6.98K+ 20.5% |
$715K - $749K
|
41K
$4.35M
|
|
Oct 16, 2023
Q3 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
6.73K+ 8.83% |
$690K - $722K
|
82.9K
$8.8M
|
|
Nov 06, 2023
Q3 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
6.67K+ 82.12% |
$684K - $716K
|
14.8K
$1.57M
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
6.67K+ 7.84% |
$684K - $716K
|
91.7K
$9.73M
|
|
Nov 14, 2023
Q3 2023
|
Rogco, LP
Claremore, OK |
BUY
|
- |
6.61KNew |
$678K - $710K
|
6.61K
$702K
|
|
Nov 14, 2023
Q3 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
6.57KNew |
$673K - $705K
|
6.57K
$697K
|
|
Nov 13, 2023
Q3 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
6.55K+ 153.53% |
$671K - $703K
|
10.8K
$1.15M
|
|
Oct 26, 2023
Q3 2023
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
6.54K+ 14.74% |
$671K - $702K
|
50.9K
$5.4M
|
|
Oct 30, 2023
Q3 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
6.5K+ 10.54% |
$666K - $697K
|
68.1K
$7.23M
|
|
Nov 15, 2023
Q3 2023
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
6.4KNew |
$656K - $687K
|
6.4K
$679K
|
|
Nov 06, 2023
Q3 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
6.4K+ 1.35% |
$656K - $687K
|
478K
$50.8M
|
|
Oct 04, 2023
Q3 2023
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
6.33K+ 11.21% |
$649K - $680K
|
62.8K
$6.67M
|
|
Oct 13, 2023
Q3 2023
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
6.33K+ 9.86% |
$649K - $679K
|
70.5K
$7.48M
|
|
Nov 07, 2023
Q3 2023
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
6.31K+ 16.11% |
$647K - $678K
|
45.5K
$4.82M
|
|
Oct 27, 2023
Q3 2023
|
Brio Consultants, LLC
|
BUY
|
- |
6.28K+ 14.51% |
$644K - $675K
|
49.6K
$5.26M
|
|
Nov 03, 2023
Q3 2023
|
Cv Advisors LLC
Aventura, FL |
BUY
|
- |
6.25K+ 99.74% |
$641K - $671K
|
12.5K
$1.33M
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
6.2K+ 14.43% |
$636K - $666K
|
49.2K
$5.22M
|
|
Oct 25, 2023
Q3 2023
|
Stone Point Wealth LLC
|
BUY
|
- |
6.2K+ 59.35% |
$636K - $666K
|
16.6K
$1.77M
|
|
Oct 24, 2023
Q3 2023
|
Hartford Financial Management Inc.
|
BUY
|
- |
6.16K+ 29.24% |
$632K - $661K
|
27.2K
$2.89M
|
|
Nov 09, 2023
Q3 2023
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
6.16K+ 5.23% |
$631K - $661K
|
124K
$13.1M
|
|
Oct 25, 2023
Q3 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
6.13K+ 127.87% |
$629K - $659K
|
10.9K
$1.16M
|
|
Oct 10, 2023
Q3 2023
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
6.13K+ 5.61% |
$628K - $658K
|
115K
$12.2M
|
|
Oct 11, 2023
Q3 2023
|
Stairway Partners, LLC
|
BUY
|
- |
6.12K+ 3.61% |
$627K - $657K
|
175K
$18.6M
|
|
Oct 23, 2023
Q3 2023
|
Armor Investment Advisors, LLC
|
BUY
|
- |
6.07K+ 57.73% |
$622K - $652K
|
16.6K
$1.76M
|
|
Nov 13, 2023
Q3 2023
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
5.92K+ 45.28% |
$607K - $636K
|
19K
$2.02M
|
|
Nov 13, 2023
Q3 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
5.89KNew |
$603K - $632K
|
5.89K
$625K
|
|
Oct 11, 2023
Q3 2023
|
Zhang Financial LLC
|
BUY
|
- |
5.81K+ 18.47% |
$596K - $624K
|
37.3K
$3.96M
|
|
Oct 24, 2023
Q3 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
5.81KNew |
$595K - $624K
|
5.81K
$616K
|
|
Oct 30, 2023
Q3 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.81K+ 4.64% |
$595K - $623K
|
131K
$13.9M
|
|
Oct 17, 2023
Q3 2023
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
5.79K+ 110.09% |
$594K - $622K
|
11.1K
$1.17M
|
|
Nov 07, 2023
Q3 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
5.79KNew |
$594K - $622K
|
5.79K
$615K
|
|
Oct 12, 2023
Q3 2023
|
First National Bank Sioux Falls
|
BUY
|
- |
5.68KNew |
$583K - $610K
|
5.68K
$603K
|
|
Oct 13, 2023
Q3 2023
|
Collective Family Office LLC
|
BUY
|
- |
5.68K+ 127.01% |
$582K - $610K
|
10.1K
$1.08M
|
|
Oct 23, 2023
Q3 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
5.66KNew |
$581K - $608K
|
5.66K
$601K
|