Purchases and Sales Made in Q1 2023 in Ishares National Muni Bond ETF (MUB)
This table provides information about the institutional ownership of Ishares National Muni Bond ETF (MUB) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
10.5MNew |
$1.1B - $1.14B
|
10.5M
$1.12B
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.91M+ 28.1% |
$411M - $425M
|
17.8M
$1.89B
|
|
|
May 11, 2023
Q1 2023
|
First Citizens Bank & Trust CO
|
BUY
|
- |
2.86M+ 713.67% |
$301M - $311M
|
3.26M
$347M
|
|
|
May 10, 2023
Q1 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
2.45MNew |
$257M - $265M
|
2.45M
$260M
|
|
|
Apr 28, 2023
Q1 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
2.24M+ 346.2% |
$235M - $243M
|
2.89M
$307M
|
|
|
May 11, 2023
Q1 2023
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
1.24MNew |
$130M - $134M
|
1.24M
$131M
|
|
|
May 15, 2023
Q1 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
892K+ 433.12% |
$93.7M - $96.8M
|
1.1M
$117M
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
BUY
|
- |
547K+ 9.55% |
$57.4M - $59.4M
|
6.27M
$666M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
530K+ 13.88% |
$55.6M - $57.4M
|
4.35M
$461M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
493K+ 7.68% |
$51.7M - $53.5M
|
6.91M
$733M
|
|
|
May 15, 2023
Q1 2023
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
369K+ 1131.75% |
$38.8M - $40.1M
|
402K
$42.7M
|
|
|
Apr 24, 2023
Q1 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
361K+ 47.06% |
$37.9M - $39.2M
|
1.13M
$120M
|
|
|
May 15, 2023
Q1 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
327K+ 686.47% |
$34.3M - $35.5M
|
375K
$39.8M
|
|
|
May 12, 2023
Q1 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
313K+ 8.69% |
$32.9M - $34M
|
3.92M
$416M
|
|
|
May 10, 2023
Q1 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
298K+ 92.38% |
$31.2M - $32.3M
|
620K
$65.8M
|
|
|
May 10, 2023
Q1 2023
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
254K+ 85.46% |
$26.7M - $27.6M
|
552K
$58.6M
|
|
|
May 12, 2023
Q1 2023
|
Crestwood Advisors Group LLC
|
BUY
|
- |
248K+ 76.04% |
$26.1M - $26.9M
|
575K
$61M
|
|
|
May 03, 2023
Q1 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
247K+ 1281.9% |
$25.9M - $26.8M
|
266K
$28.3M
|
|
|
Apr 26, 2023
Q1 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
238K+ 218.27% |
$24.9M - $25.8M
|
346K
$36.8M
|
|
|
Apr 19, 2023
Q1 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
224K+ 8.65% |
$23.5M - $24.3M
|
2.81M
$299M
|
|
|
May 12, 2023
Q1 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
206K+ 196.58% |
$21.6M - $22.3M
|
311K
$33M
|
|
|
May 02, 2023
Q1 2023
|
Savant Capital, LLC
|
BUY
|
- |
194K+ 1161.4% |
$20.4M - $21.1M
|
211K
$22.4M
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
191K+ 8.23% |
$20.1M - $20.7M
|
2.51M
$267M
|
|
|
Mar 29, 2024
Q1 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
189KNew |
$19.9M - $20.5M
|
189K
$20.1M
|
|
|
Apr 11, 2023
Q1 2023
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
179KNew |
$18.8M - $19.4M
|
179K
$19M
|
|
|
Apr 04, 2023
Q1 2023
|
Stairway Partners, LLC
|
BUY
|
- |
169KNew |
$17.7M - $18.3M
|
169K
$17.9M
|
|
|
May 15, 2023
Q1 2023
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
165K+ 173.41% |
$17.3M - $17.8M
|
259K
$27.5M
|
|
|
May 01, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
161K+ 5.01% |
$16.9M - $17.5M
|
3.38M
$359M
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
158K+ 39.46% |
$16.5M - $17.1M
|
557K
$59.1M
|
|
|
Apr 21, 2023
Q1 2023
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
149K+ 5208.19% |
$15.7M - $16.2M
|
152K
$16.2M
|
|
|
Apr 26, 2023
Q1 2023
|
Slow Capital, Inc.
|
BUY
|
- |
149K+ 134.2% |
$15.7M - $16.2M
|
261K
$27.7M
|
|
|
May 15, 2023
Q1 2023
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
BUY
|
- |
149K+ 138.85% |
$15.6M - $16.2M
|
256K
$27.2M
|
|
|
May 05, 2023
Q1 2023
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
144KNew |
$15.1M - $15.6M
|
144K
$15.3M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
140K+ 6.67% |
$14.7M - $15.2M
|
2.24M
$238M
|
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
135K+ 13.27% |
$14.2M - $14.6M
|
1.15M
$122M
|
|
|
May 08, 2023
Q1 2023
|
Bailard, Inc.
|
BUY
|
- |
131K+ 66.53% |
$13.8M - $14.3M
|
329K
$34.9M
|
|
|
May 15, 2023
Q1 2023
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
131KNew |
$13.8M - $14.2M
|
131K
$13.9M
|
|
|
May 15, 2023
Q1 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
126K+ 394.63% |
$13.2M - $13.7M
|
158K
$16.8M
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
123K+ 33.07% |
$13M - $13.4M
|
496K
$52.7M
|
|
|
Apr 12, 2023
Q1 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
117K+ 12.83% |
$12.2M - $12.7M
|
1.03M
$109M
|
|
|
Apr 18, 2023
Q1 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
114K+ 16.23% |
$12M - $12.4M
|
819K
$87M
|
|
|
Apr 27, 2023
Q1 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
114K+ 1696.69% |
$12M - $12.4M
|
121K
$12.8M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
105K+ 7.08% |
$11M - $11.4M
|
1.59M
$169M
|
|
|
Apr 17, 2023
Q1 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
99.1K+ 283.01% |
$10.4M - $10.7M
|
134K
$14.2M
|
|
|
May 09, 2023
Q1 2023
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
98K+ 22.65% |
$10.3M - $10.6M
|
531K
$56.3M
|
|
|
Jun 01, 2023
Q1 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
90.1KNew |
$9.46M - $9.78M
|
90.1K
$9.57M
|
|
|
May 09, 2023
Q1 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
89.3K+ 212.72% |
$9.38M - $9.69M
|
131K
$13.9M
|
|
|
May 04, 2023
Q1 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
88.4KNew |
$9.28M - $9.59M
|
88.4K
$9.38M
|
|
|
May 02, 2023
Q1 2023
|
Davidson Investment Advisors
|
BUY
|
- |
85.2KNew |
$8.95M - $9.25M
|
85.2K
$9.05M
|
|
|
May 15, 2023
Q1 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
82K+ 0.85% |
$8.61M - $8.9M
|
9.75M
$1.04B
|