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 26, 2023 Q3 2023
Chicago Partners Investment Group LLC

BUY
 -
1.59K
+ 3.5%
$163K - $170K
46.8K $4.97M
Dec 05, 2023 Q3 2023
Advisory Resource Group

BUY
 -
1.51K
+ 9.2%
$155K - $163K
18K $1.91M
Oct 24, 2023 Q3 2023
Horst & Graben Wealth Management LLC

BUY
 -
1.5K
+ 35.91%
$154K - $161K
5.68K $603K
Dec 01, 2023 Q3 2023
National Asset Management, Inc.

Boca Raton, FL
BUY
 -
1.48K
+ 10.76%
$152K - $159K
15.3K $1.62M
Jul 22, 2024 Q3 2023
Focus Financial Network, Inc.

Minneapolis, MN
BUY
 -
1.45K
+ 2.4%
$149K - $156K
61.9K $6.56M
Oct 19, 2023 Q3 2023
Ballast Advisors LLC

BUY
 -
1.44K
+ 28.85%
$148K - $155K
6.43K $683K
Oct 10, 2023 Q3 2023
Kwmg, LLC

BUY
 -
1.44K
+ 5.72%
$148K - $155K
26.6K $2.82M
Nov 06, 2023 Q3 2023
Cornerstone Wealth Management, LLC

BUY
 -
1.44K
+ 4.91%
$148K - $155K
30.8K $3.26M
Nov 07, 2023 Q3 2023
Jacobson & Schmitt Advisors, LLC

BUY
 -
1.44K
+ 4.6%
$148K - $155K
32.7K $3.47M
Oct 10, 2023 Q3 2023
Safir Wealth Advisors, LLC

BUY
 -
1.42K
+ 8.54%
$145K - $152K
18K $1.91M
Oct 25, 2023 Q3 2023
Kfa Private Wealth Group, LLC

BUY
 -
1.3K
+ 31.52%
$133K - $140K
5.42K $576K
Nov 15, 2023 Q3 2023
First Foundation Advisors

Irvine, CA
BUY
 -
1.29K
+ 23.62%
$132K - $138K
6.74K $715K
Oct 23, 2023 Q3 2023
Mission Wealth Management, LP

BUY
 -
1.26K
+ 4.56%
$129K - $135K
28.9K $3.07M
Oct 12, 2023 Q3 2023
Essex Savings Bank

BUY
 -
1.25K
+ 22.11%
$128K - $134K
6.9K $733K
Nov 13, 2023 Q3 2023
Rossmore Private Capital

Glastonbury, CT
BUY
 -
1.25K
+ 15.83%
$128K - $134K
9.15K $971K
Nov 13, 2023 Q3 2023
Synovus Financial Corp

Columbus, GA
BUY
 -
1.25K
+ 1.89%
$128K - $134K
67.2K $7.13M
Nov 14, 2023 Q3 2023
Tcg Advisory Services, LLC

Austin, TX
BUY
 -
1.21K
+ 4.83%
$124K - $130K
26.2K $2.78M
Nov 17, 2023 Q3 2023
Granite Harbor Advisors, Inc.

Houston, TX
BUY
 -
1.19K
+ 2.33%
$122K - $128K
52.2K $5.54M
Oct 19, 2023 Q3 2023
Patriot Financial Group Insurance Agency, LLC

BUY
 -
1.19K
+ 29.2%
$122K - $127K
5.25K $557K
Nov 14, 2023 Q3 2023
Bragg Financial Advisors, Inc

Charlotte, NC
BUY
 -
1.16K
+ 1.81%
$119K - $124K
65K $6.9M
Nov 14, 2023 Q3 2023
Clifford Group, LLC

Wayland, MA
BUY
 -
1.16K
+ 2.92%
$119K - $124K
40.7K $4.32M
Nov 14, 2023 Q3 2023
Nations Financial Group Inc,

Cedar Rapids, IA
BUY
 -
1.12K
+ 18.11%
$115K - $120K
7.31K $776K
Oct 18, 2023 Q3 2023
Galvin, Gaustad & Stein, LLC

BUY
 -
1.1K
+ 2.29%
$113K - $118K
49K $5.2M
Nov 06, 2023 Q3 2023
Pfg Investments, LLC

Woodbury, NY
BUY
 -
1.1K
+ 16.94%
$113K - $118K
7.6K $806K
Oct 25, 2023 Q3 2023
Willis Johnson & Associates, Inc.

BUY
 -
1.08K
+ 3.81%
$110K - $116K
29.3K $3.11M
Oct 13, 2023 Q3 2023
First Citizens Financial Corp

BUY
 -
1.07K
+ 39.59%
$110K - $115K
3.79K $402K
Oct 10, 2023 Q3 2023
Strategies Wealth Advisors, LLC

Grand Rapids, MI
BUY
 -
1.07K
+ 3.54%
$109K - $114K
31.2K $3.31M
Nov 13, 2023 Q3 2023
Frontier Asset Management, LLC

Sheridan, WY
BUY
 -
1.06K
+ 24.08%
$109K - $114K
5.47K $581K
Oct 10, 2023 Q3 2023
Harbor Group, Inc.

BUY
 -
1.03K
+ 14.73%
$105K - $110K
8K $849K
Oct 30, 2023 Q3 2023
Sandy Spring Bank

BUY
 -
1.02K
+ 50950.0%
$104K - $109K
1.02K $108K
Nov 20, 2023 Q3 2023
Silver Oak Securities, Inc

Jackson, TN
BUY
 -
989
New
$101K - $106K
989 $105K
Nov 09, 2023 Q3 2023
Sig Fig Wealth Management, LLC

San Francisco, CA
BUY
 -
977
+ 0.45%
$100K - $105K
217K $23M
Nov 02, 2023 Q3 2023
Girard Partners Ltd.

BUY
 -
967
+ 1.02%
$99.2K - $104K
96K $10.2M
Oct 23, 2023 Q3 2023
Hexagon Capital Partners LLC

BUY
 -
960
+ 48000.0%
$98.4K - $103K
962 $102K
Oct 10, 2023 Q3 2023
Trinity Wealth Management, LLC

BUY
 -
956
+ 2.2%
$98K - $103K
44.5K $4.72M
Nov 06, 2023 Q3 2023
Brooklyn Fi, LLC

New York, NY
BUY
 -
933
+ 1.91%
$95.7K - $100K
49.9K $5.29M
Oct 31, 2023 Q3 2023
First American Trust, Fsb

BUY
 -
932
+ 4.16%
$95.6K - $100K
23.3K $2.47M
Oct 17, 2023 Q3 2023
Patriot Investment Management Inc.

BUY
 -
931
+ 1.01%
$95.5K - $100K
93.3K $9.9M
Nov 02, 2023 Q3 2023
Private Advisor Group, LLC

BUY
 -
921
+ 0.75%
$94.4K - $98.9K
123K $13.1M
Nov 14, 2023 Q3 2023
Fairhaven Wealth Management, LLC

BUY
 -
917
+ 5.26%
$94K - $98.5K
18.3K $1.95M
Oct 16, 2023 Q3 2023
Columbia Trust CO 01012016

BUY
 -
915
+ 6.0%
$93.8K - $98.3K
16.2K $1.72M
Oct 23, 2023 Q3 2023
Gould Asset Management LLC

Claremont, CA
BUY
 -
915
+ 24.86%
$93.8K - $98.3K
4.6K $488K
Nov 02, 2023 Q3 2023
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors

Westlake, OH
BUY
 -
897
+ 10.3%
$92K - $96.3K
9.6K $1.02M
Oct 16, 2023 Q3 2023
Erts Wealth Advisors, LLC

BUY
 -
884
+ 9.54%
$90.6K - $94.9K
10.2K $1.08M
Oct 13, 2023 Q3 2023
Veery Capital, LLC

BUY
 -
882
+ 0.91%
$90.4K - $94.7K
97.8K $10.4M
Dec 06, 2023 Q3 2023
Raleigh Capital Management Inc.

Cary, NC
BUY
 -
867
+ 1926.67%
$88.9K - $93.1K
912 $96.8K
Oct 25, 2023 Q3 2023
Baystate Wealth Management LLC

BUY
 -
866
+ 1.16%
$88.8K - $93K
75.8K $8.04M
Nov 15, 2023 Q3 2023
Manufacturers Life Insurance Company, The

Toronto, A6
BUY
 -
866
+ 0.45%
$88.8K - $93K
193K $20.5M
Oct 10, 2023 Q3 2023
West Financial Advisors, LLC

BUY
 -
857
+ 12.8%
$87.9K - $92K
7.55K $802K

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