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
Oct 05, 2023 Q3 2023
Harbour Capital Advisors, LLC

BUY
 -
2.54K
New
$260K - $273K
2.54K $271K
Nov 06, 2023 Q3 2023
Fermata Advisors, LLC

Sonoma, CA
BUY
 -
2.52K
New
$258K - $270K
2.52K $268K
Oct 24, 2023 Q3 2023
Francis Financial, Inc.

New York, NY
BUY
 -
2.51K
New
$257K - $269K
2.51K $267K
Oct 19, 2023 Q3 2023
Slow Capital, Inc.

BUY
 -
2.5K
+ 1.02%
$257K - $269K
248K $26.4M
Nov 03, 2023 Q3 2023
Mgo One Seven LLC

Beachwood, OH
BUY
 -
2.49K
New
$256K - $268K
2.49K $266K
Feb 15, 2024 Q3 2023
Swmg, LLC

Fort Worth, TX
BUY
 -
2.49K
+ 53.54%
$256K - $268K
7.15K $762K
Mar 11, 2024 Q3 2023
Nepc LLC

Boston, MA
BUY
 -
2.47K
New
$253K - $265K
2.47K $263K
Nov 13, 2023 Q3 2023
Commonwealth Financial Services, LLC

Parkersburg, WV
BUY
 -
2.44K
New
$250K - $262K
2.44K $260K
Nov 13, 2023 Q3 2023
Copperleaf Capital, LLC

Raleigh, NC
BUY
 -
2.43K
+ 87.14%
$249K - $260K
5.21K $555K
Nov 27, 2023 Q3 2023
Obsidian Personal Planning Solutions LLC

BUY
 -
2.4K
New
$246K - $258K
2.4K $256K
Nov 03, 2023 Q3 2023
Empower Advisory Group, LLC

Greenwood Village, CO
BUY
 -
2.39K
+ 50.27%
$245K - $257K
7.15K $761K
Oct 25, 2023 Q3 2023
Boyd Wealth Management, LLC

BUY
 -
2.38K
New
$244K - $255K
2.38K $253K
Nov 15, 2023 Q3 2023
Fsa Wealth Management LLC

Needham, MA
BUY
 -
2.31K
New
$237K - $248K
2.31K $246K
Oct 10, 2023 Q3 2023
Claro Advisors LLC

Boston, MA
BUY
 -
2.31K
New
$237K - $248K
2.31K $246K
Oct 12, 2023 Q3 2023
Fifth Third Securities, Inc.

BUY
 -
2.27K
+ 13.45%
$233K - $244K
19.2K $2.04M
Nov 09, 2023 Q3 2023
Wcg Wealth Advisors LLC

Las Vegas, NV
BUY
 -
2.21K
+ 21.86%
$227K - $237K
12.3K $1.31M
Nov 07, 2023 Q3 2023
Western Wealth Management, LLC

BUY
 -
2.18K
+ 38.74%
$224K - $235K
7.82K $833K
Oct 13, 2023 Q3 2023
Monumental Financial Group Inc.

BUY
 -
2.16K
New
$221K - $231K
2.16K $230K
Oct 30, 2023 Q3 2023
Exchange Capital Management, Inc.

BUY
 -
2.14K
+ 85.31%
$219K - $229K
4.64K $495K
Oct 19, 2023 Q3 2023
U.S. Capital Wealth Advisors, LLC

Austin, TX
BUY
 -
2.13K
+ 12.83%
$219K - $229K
18.7K $2M
Nov 14, 2023 Q3 2023
Williams Jones Wealth Management, Llc.

New York, NY
BUY
 -
2.1K
New
$215K - $226K
2.1K $224K
Nov 14, 2023 Q3 2023
Atlas Capital Advisors LLC

San Francisco, CA
BUY
 -
2.09K
New
$214K - $224K
2.09K $223K
Aug 08, 2024 Q3 2023
Abound Wealth Management

Franklin, TN
BUY
 -
2.07K
+ 16.6%
$212K - $222K
14.5K $1.55M
Oct 18, 2023 Q3 2023
Signature Securities Group Corporation

BUY
 -
2.03K
New
$208K - $218K
2.03K $217K
Nov 13, 2023 Q3 2023
Hrt Financial LP

New York, NY
BUY
 -
2.01K
+ 25.36%
$207K - $216K
9.96K $1.06M
Nov 17, 2023 Q3 2023
Old National Bancorp

BUY
 -
2.01K
+ 11.03%
$206K - $216K
20.2K $2.15M
Oct 11, 2023 Q3 2023
Ronald Blue Trust, Inc.

Brentwood, TN
BUY
 -
1.98K
+ 127.31%
$203K - $213K
3.54K $377K
Nov 03, 2023 Q3 2023
Blume Capital Management, Inc.

Berkeley, CA
BUY
 -
1.98K
New
$203K - $213K
1.98K $211K
May 01, 2024 Q3 2023
Blume Capital Management, Inc.

Berkeley, CA
BUY
 -
1.98K
New
$203K - $213K
1.98K $211K
Nov 09, 2023 Q3 2023
Associated Banc Corp

Green Bay, WI
BUY
 -
1.96K
New
$201K - $211K
1.96K $209K
Nov 09, 2023 Q3 2023
Arjuna Capital

BUY
 -
1.94K
New
$198K - $208K
1.94K $206K
Oct 20, 2023 Q3 2023
Global Wealth Strategies & Associates

Denver, CO
BUY
 -
1.91K
+ 5.48%
$196K - $205K
36.8K $3.93M
Oct 12, 2023 Q3 2023
Advisor Net Financial, Inc

BUY
 -
1.88K
+ 6.51%
$192K - $201K
30.7K $3.27M
Oct 24, 2023 Q3 2023
Windsor Group LTD

BUY
 -
1.87K
+ 1.87%
$191K - $200K
102K $10.8M
Oct 27, 2023 Q3 2023
Gradient Investments LLC

BUY
 -
1.85K
+ 204.09%
$189K - $198K
2.75K $293K
Oct 13, 2023 Q3 2023
Ullmann Wealth Partners Group, LLC

BUY
 -
1.84K
+ 30.59%
$188K - $197K
7.83K $835K
Oct 19, 2023 Q3 2023
Watershed Private Wealth LLC

Oak Brook, IL
BUY
 -
1.83K
+ 5.92%
$188K - $197K
32.8K $3.49M
Nov 15, 2023 Q3 2023
Team Financial Group, LLC

Temecula, CA
BUY
 -
1.83K
New
$188K - $197K
1.83K $195K
Oct 31, 2023 Q3 2023
Leeward Financial Partners, LLC

BUY
 -
1.83K
+ 8.68%
$187K - $196K
22.9K $2.44M
Nov 14, 2023 Q3 2023
Liquid Strategies, LLC

Atlanta, GA
BUY
 -
1.81K
+ 1.35%
$186K - $194K
136K $14.5M
Nov 06, 2023 Q3 2023
Wilbanks Smith & Thomas Asset Management LLC

BUY
 -
1.78K
+ 14.52%
$182K - $191K
14K $1.49M
Nov 06, 2023 Q3 2023
Sterling Investment Advisors, Ltd.

BUY
 -
1.77K
+ 10.38%
$181K - $190K
18.8K $2M
Nov 13, 2023 Q3 2023
Visionary Wealth Advisors

O'fallon, IL
BUY
 -
1.72K
+ 12.53%
$176K - $185K
15.5K $1.65M
Nov 09, 2023 Q3 2023
Roffman Miller Associates Inc

Philadelphia, PA
BUY
 -
1.72K
+ 26.66%
$176K - $185K
8.17K $871K
Nov 15, 2023 Q3 2023
Westside Investment Management, Inc.

BUY
 -
1.68K
+ 8.82%
$172K - $180K
20.7K $2.21M
Oct 18, 2023 Q3 2023
Financial Strategies Group, Inc.

BUY
 -
1.67K
+ 32.59%
$172K - $180K
6.81K $725K
Nov 14, 2023 Q3 2023
Morningstar Investment Services LLC

Chicago, IL
BUY
 -
1.67K
+ 1.24%
$171K - $179K
137K $14.6M
Oct 31, 2023 Q3 2023
Money Concepts Capital Corp

BUY
 -
1.61K
+ 18.96%
$165K - $173K
10.1K $1.08M
Oct 18, 2023 Q3 2023
Capital Asset Advisory Services LLC

Haslett, MI
BUY
 -
1.6K
+ 0.99%
$164K - $172K
163K $17.4M

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