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 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
5.63KNew |
$577K - $604K
|
5.63K
$597K
|
|
|
Oct 27, 2023
Q3 2023
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
5.62KNew |
$576K - $603K
|
5.62K
$596K
|
|
|
Nov 13, 2023
Q3 2023
|
Howard Capital Management Inc.
|
BUY
|
- |
5.5KNew |
$564K - $590K
|
5.5K
$584K
|
|
|
Oct 25, 2023
Q3 2023
|
Calamos Wealth Management LLC
|
BUY
|
- |
5.46K+ 42.85% |
$560K - $587K
|
18.2K
$1.93M
|
|
|
Oct 19, 2023
Q3 2023
|
Derbend Asset Management
|
BUY
|
- |
5.43KNew |
$557K - $584K
|
5.43K
$577K
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
5.41K+ 3.63% |
$554K - $581K
|
154K
$16.4M
|
|
|
Oct 18, 2024
Q3 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
5.29K+ 11.92% |
$542K - $568K
|
49.6K
$5.27M
|
|
|
Nov 13, 2023
Q3 2023
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
5.24K+ 208.44% |
$537K - $562K
|
7.75K
$822K
|
|
|
Nov 03, 2023
Q3 2023
|
Lutz Financial Services LLC
|
BUY
|
- |
5.09K+ 9.6% |
$522K - $547K
|
58.1K
$6.17M
|
|
|
Apr 19, 2024
Q3 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
5.02K+ 219.46% |
$515K - $539K
|
7.31K
$775K
|
|
|
Nov 09, 2023
Q3 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
4.99K+ 11.22% |
$511K - $535K
|
49.4K
$5.24M
|
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
4.97K+ 53.79% |
$509K - $534K
|
14.2K
$1.51M
|
|
|
Oct 26, 2023
Q3 2023
|
Peoples Bank
|
BUY
|
- |
4.96KNew |
$509K - $533K
|
4.96K
$526K
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
4.93K+ 27.43% |
$506K - $529K
|
22.9K
$2.43M
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
4.93K+ 27.43% |
$506K - $529K
|
22.9K
$2.43M
|
|
|
Nov 09, 2023
Q3 2023
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
4.92K+ 22.99% |
$505K - $528K
|
26.3K
$2.79M
|
|
|
Oct 13, 2023
Q3 2023
|
Hengehold Capital Management LLC
|
BUY
|
- |
4.87K+ 7.28% |
$499K - $523K
|
71.7K
$7.61M
|
|
|
Oct 18, 2023
Q3 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
4.87K+ 7.03% |
$499K - $522K
|
74K
$7.86M
|
|
|
Nov 14, 2023
Q3 2023
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
4.83K+ 6.84% |
$495K - $519K
|
75.4K
$8.01M
|
|
|
Oct 27, 2023
Q3 2023
|
Dubuque Bank & Trust CO
|
BUY
|
- |
4.82KNew |
$495K - $518K
|
4.82K
$512K
|
|
|
Nov 13, 2023
Q3 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
4.81K+ 30.5% |
$494K - $517K
|
20.6K
$2.19M
|
|
|
Nov 14, 2023
Q3 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
4.79K+ 5.48% |
$491K - $514K
|
92.1K
$9.78M
|
|
|
Nov 13, 2023
Q3 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
4.75K+ 57.65% |
$487K - $510K
|
13K
$1.38M
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4.73K+ 2.7% |
$485K - $508K
|
180K
$19.1M
|
|
|
Oct 10, 2023
Q3 2023
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
4.71K+ 6.2% |
$482K - $505K
|
80.6K
$8.55M
|
|
|
Oct 10, 2023
Q3 2023
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
4.69K+ 2.47% |
$481K - $503K
|
194K
$20.6M
|
|
|
Nov 07, 2023
Q3 2023
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
4.63KNew |
$475K - $497K
|
4.63K
$491K
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
4.62K+ 1511.11% |
$474K - $497K
|
4.93K
$523K
|
|
|
Nov 06, 2023
Q3 2023
|
First National Trust CO
|
BUY
|
- |
4.62K+ 9.37% |
$474K - $496K
|
54K
$5.73M
|
|
|
Nov 07, 2023
Q3 2023
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
4.6KNew |
$472K - $494K
|
4.6K
$489K
|
|
|
Oct 25, 2023
Q3 2023
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
4.58K+ 8.89% |
$470K - $492K
|
56.2K
$5.96M
|
|
|
Nov 01, 2023
Q3 2023
|
Albion Financial Group
|
BUY
|
- |
4.58K+ 13.06% |
$469K - $491K
|
39.6K
$4.2M
|
|
|
Oct 25, 2023
Q3 2023
|
Cornerstone Retirement Group, Inc.
|
BUY
|
- |
4.56KNew |
$468K - $490K
|
4.56K
$484K
|
|
|
Nov 09, 2023
Q3 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
4.52K+ 4.53% |
$463K - $485K
|
104K
$11.1M
|
|
|
Nov 09, 2023
Q3 2023
|
Weitzel Financial Services, Inc.
|
BUY
|
- |
4.51K+ 6.15% |
$462K - $484K
|
77.8K
$8.25M
|
|
|
Nov 13, 2023
Q3 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
4.5KNew |
$462K - $483K
|
4.5K
$478K
|
|
|
Nov 09, 2023
Q3 2023
|
Kensington Investment Counsel, LLC
|
BUY
|
- |
4.5KNew |
$461K - $483K
|
4.5K
$477K
|
|
|
Nov 14, 2023
Q3 2023
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
4.49KNew |
$460K - $482K
|
4.49K
$476K
|
|
|
Nov 14, 2023
Q3 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
4.46K+ 4.65% |
$458K - $479K
|
101K
$10.7M
|
|
|
Oct 25, 2023
Q3 2023
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
4.46K+ 13.45% |
$457K - $479K
|
37.6K
$3.99M
|
|
|
Nov 02, 2023
Q3 2023
|
Compass Ion Advisors, LLC
|
BUY
|
- |
4.43KNew |
$454K - $475K
|
4.43K
$470K
|
|
|
Nov 27, 2023
Q3 2023
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
4.4K+ 1600.73% |
$451K - $473K
|
4.68K
$496K
|
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
4.39KNew |
$450K - $471K
|
4.39K
$465K
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
4.28K+ 1.18% |
$438K - $459K
|
367K
$38.9M
|
|
|
Oct 27, 2023
Q3 2023
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
4.16K+ 2.27% |
$426K - $447K
|
187K
$19.9M
|
|
|
Nov 01, 2023
Q3 2023
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
4.14K+ 47.12% |
$424K - $444K
|
12.9K
$1.37M
|
|
|
Oct 26, 2023
Q3 2023
|
Hills Bank & Trust CO
|
BUY
|
- |
4.11KNew |
$422K - $441K
|
4.11K
$436K
|
|
|
Oct 12, 2023
Q3 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
4.1K+ 3.39% |
$421K - $441K
|
125K
$13.3M
|
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
BUY
|
- |
4.1K+ 7.07% |
$421K - $441K
|
62.1K
$6.6M
|
|
|
Nov 07, 2023
Q3 2023
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
4.06K+ 31.81% |
$416K - $435K
|
16.8K
$1.78M
|