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 |
|---|---|---|---|---|---|---|---|
|
Feb 15, 2024
Q3 2023
|
Westshore Wealth, LLC
|
BUY
|
- |
4.03K+ 87.63% |
$413K - $433K
|
8.63K
$916K
|
|
|
Nov 08, 2023
Q3 2023
|
Klr Investment Advisors, LLC
Providence, RI |
BUY
|
- |
4.03K+ 93.87% |
$413K - $433K
|
8.32K
$883K
|
|
|
Oct 18, 2023
Q3 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
4.02KNew |
$413K - $432K
|
4.02K
$427K
|
|
|
Nov 14, 2023
Q3 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
3.95K+ 13.05% |
$405K - $425K
|
34.2K
$3.63M
|
|
|
Nov 14, 2023
Q3 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
3.87KNew |
$397K - $416K
|
3.87K
$411K
|
|
|
Oct 19, 2023
Q3 2023
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
3.79KNew |
$389K - $407K
|
3.79K
$402K
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
3.7K+ 11.18% |
$379K - $397K
|
36.8K
$3.91M
|
|
|
Nov 09, 2023
Q3 2023
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
3.69K+ 11.28% |
$378K - $396K
|
36.4K
$3.87M
|
|
|
Oct 19, 2023
Q3 2023
|
Apeiron Ria LLC
|
BUY
|
- |
3.68K+ 4.1% |
$377K - $395K
|
93.3K
$9.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
BUY
|
- |
3.64KNew |
$373K - $391K
|
3.64K
$386K
|
|
|
Nov 13, 2023
Q3 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
3.63KNew |
$372K - $390K
|
3.63K
$385K
|
|
|
Nov 21, 2023
Q3 2023
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
3.58KNew |
$368K - $385K
|
3.58K
$380K
|
|
|
Oct 19, 2023
Q3 2023
|
Simplicity Wealth,Llc
|
BUY
|
- |
3.57K+ 23.83% |
$366K - $383K
|
18.5K
$1.97M
|
|
|
Oct 27, 2023
Q3 2023
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
3.53K+ 32.73% |
$362K - $379K
|
14.3K
$1.52M
|
|
|
Oct 31, 2023
Q3 2023
|
Sharkey, Howes & Javer
|
BUY
|
- |
3.51K+ 21.53% |
$360K - $377K
|
19.8K
$2.1M
|
|
|
Nov 01, 2023
Q3 2023
|
Csenge Advisory Group
|
BUY
|
- |
3.49K+ 23.64% |
$358K - $375K
|
18.3K
$1.94M
|
|
|
Oct 26, 2023
Q3 2023
|
Detalus Advisors, LLC
|
BUY
|
- |
3.49K+ 9.72% |
$357K - $374K
|
39.3K
$4.17M
|
|
|
Nov 01, 2023
Q3 2023
|
Renasant Bank
|
BUY
|
- |
3.48K+ 42.43% |
$357K - $373K
|
11.7K
$1.24M
|
|
|
Nov 13, 2023
Q3 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
3.43K+ 157.08% |
$351K - $368K
|
5.61K
$595K
|
|
|
Nov 14, 2023
Q3 2023
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
3.37K+ 4.15% |
$346K - $362K
|
84.6K
$8.98M
|
|
|
Nov 13, 2023
Q3 2023
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
3.37K+ 2.27% |
$345K - $362K
|
151K
$16.1M
|
|
|
Oct 19, 2023
Q3 2023
|
Great Diamond Partners, LLC
|
BUY
|
- |
3.3KNew |
$338K - $354K
|
3.3K
$350K
|
|
|
Oct 16, 2023
Q3 2023
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
3.3K+ 14.73% |
$338K - $354K
|
25.7K
$2.73M
|
|
|
Oct 20, 2023
Q3 2023
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
3.28K+ 6.26% |
$336K - $352K
|
55.6K
$5.91M
|
|
|
Nov 01, 2023
Q3 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
3.27K+ 196.81% |
$335K - $351K
|
4.93K
$523K
|
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
3.23K+ 7.27% |
$332K - $347K
|
47.7K
$5.06M
|
|
|
Nov 01, 2023
Q3 2023
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
3.21K+ 32.17% |
$330K - $345K
|
13.2K
$1.4M
|
|
|
Oct 18, 2023
Q3 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
3.14K+ 20.94% |
$322K - $338K
|
18.2K
$1.93M
|
|
|
Oct 25, 2023
Q3 2023
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
3.14KNew |
$322K - $337K
|
3.14K
$333K
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
BUY
|
- |
3.14K+ 11.09% |
$322K - $337K
|
31.4K
$3.34M
|
|
|
Nov 14, 2023
Q3 2023
|
Biltmore Family Office, LLC
|
BUY
|
- |
3.12K+ 12.94% |
$320K - $335K
|
27.2K
$2.89M
|
|
|
Nov 13, 2023
Q3 2023
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
3.12K+ 1.9% |
$320K - $335K
|
168K
$17.8M
|
|
|
Oct 25, 2023
Q3 2023
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
3.12K+ 5.95% |
$320K - $335K
|
55.5K
$5.89M
|
|
|
Nov 06, 2023
Q3 2023
|
Hbc Financial Services, Pllc
|
BUY
|
- |
3.12K+ 2.45% |
$319K - $335K
|
130K
$13.8M
|
|
|
Oct 10, 2023
Q3 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
3.11K+ 3.54% |
$319K - $334K
|
91.1K
$9.67M
|
|
|
Oct 17, 2023
Q3 2023
|
Paladin Advisory Group, LLC
|
BUY
|
- |
3.11K+ 14.47% |
$319K - $334K
|
24.6K
$2.61M
|
|
|
Feb 14, 2024
Q3 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
3.11K+ 3.54% |
$319K - $334K
|
91.1K
$9.67M
|
|
|
Nov 13, 2023
Q3 2023
|
Orin Green Financial, LLC
|
BUY
|
- |
3.11K+ 3.27% |
$318K - $334K
|
98.1K
$10.4M
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
3.1K+ 2.43% |
$318K - $333K
|
131K
$13.9M
|
|
|
Oct 12, 2023
Q3 2023
|
Patten Group, Inc.
|
BUY
|
- |
3.05K+ 18.39% |
$313K - $328K
|
19.6K
$2.08M
|
|
|
Nov 14, 2023
Q3 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
2.98KNew |
$306K - $320K
|
2.98K
$317K
|
|
|
Oct 25, 2023
Q3 2023
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
2.98K+ 8.7% |
$305K - $320K
|
37.2K
$3.95M
|
|
|
Nov 13, 2023
Q3 2023
|
Cambria Investment Management, L.P.
|
BUY
|
- |
2.96K+ 27.25% |
$303K - $318K
|
13.8K
$1.47M
|
|
|
Oct 17, 2023
Q3 2023
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
2.72K+ 2.79% |
$278K - $292K
|
100K
$10.6M
|
|
|
Jul 22, 2024
Q3 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
2.71KNew |
$277K - $291K
|
2.71K
$287K
|
|
|
Nov 13, 2023
Q3 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
2.7KNew |
$277K - $290K
|
2.7K
$286K
|
|
|
Oct 20, 2023
Q3 2023
|
Lake Street Financial LLC
|
BUY
|
- |
2.66KNew |
$273K - $286K
|
2.66K
$282K
|
|
|
Nov 06, 2023
Q3 2023
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
2.64KNew |
$270K - $283K
|
2.64K
$280K
|
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
2.61K+ 7.86% |
$267K - $280K
|
35.8K
$3.8M
|
|
|
Oct 19, 2023
Q3 2023
|
Bridge Advisory, LLC
|
BUY
|
- |
2.59KNew |
$266K - $278K
|
2.59K
$275K
|