Purchases and Sales Made in Q1 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 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
Apr 04, 2023 Q1 2023
Boston Standard Wealth Management, LLC

BUY
 -
564
+ 0.44%
$59.2K - $61.2K
130K $14M
May 12, 2023 Q1 2023
Greenspring Advisors, LLC

BUY
 -
564
+ 1.35%
$59.2K - $61.2K
42.3K $4.55M
Apr 20, 2023 Q1 2023
Madison Wealth Partners, Inc

BUY
 -
553
+ 1.94%
$58.1K - $60K
29.1K $3.13M
Apr 20, 2023 Q1 2023
Princeton Global Asset Management LLC

BUY
 -
551
+ 162.06%
$57.8K - $59.8K
891 $95.8K
May 02, 2023 Q1 2023
Wakefield Asset Management Lllp

Englewood, CO
BUY
 -
542
+ 6.71%
$56.9K - $58.8K
8.62K $927K
Apr 18, 2023 Q1 2023
American Financial Advisors, LLC

BUY
 -
533
+ 5.42%
$56K - $57.8K
10.4K $1.11M
May 15, 2023 Q1 2023
Fiduciary Trust CO

Boston, MA
BUY
 -
529
+ 1.73%
$55.5K - $57.4K
31.1K $3.35M
Apr 11, 2023 Q1 2023
Umb Bank, N.A.

BUY
 -
511
+ 173.81%
$53.6K - $55.4K
805 $86.6K
May 11, 2023 Q1 2023
U.S. Capital Wealth Advisors, LLC

Austin, TX
BUY
 -
504
+ 3.71%
$52.9K - $54.7K
14.1K $1.51M
May 12, 2023 Q1 2023
Cary Street Partners Investment Advisory LLC

Richmond, VA
BUY
 -
503
+ 3.7%
$52.8K - $54.6K
14.1K $1.52M
May 05, 2023 Q1 2023
Coastal Investment Advisors, Inc.

Wilmington, DE
BUY
 -
487
+ 11.09%
$51.1K - $52.8K
4.88K $525K
May 10, 2023 Q1 2023
Washington Trust CO

BUY
 -
487
New
$51.1K - $52.8K
487 $52.4K
Apr 25, 2023 Q1 2023
Everhart Financial Group, Inc.

BUY
 -
482
+ 2.89%
$50.6K - $52.3K
17.1K $1.84M
Apr 06, 2023 Q1 2023
Patten Group, Inc.

BUY
 -
473
+ 6.81%
$49.7K - $51.3K
7.41K $797K
Apr 14, 2023 Q1 2023
Dakota Wealth Management

BUY
 -
463
+ 1.3%
$48.6K - $50.2K
36.1K $3.88M
Apr 27, 2023 Q1 2023
Strategic Investment Advisors

Farmington Hills, MI
BUY
 -
460
+ 17.64%
$48.3K - $49.9K
3.07K $330K
Apr 05, 2023 Q1 2023
Bts Asset Management, Inc.

BUY
 -
444
+ 5.84%
$46.6K - $48.2K
8.05K $866K
May 16, 2023 Q1 2023
Red Tortoise LLC

Atlanta, GA
BUY
 -
436
+ 0.72%
$45.8K - $47.3K
60.8K $6.54M
May 01, 2023 Q1 2023
Seascape Capital Management

Portsmouth, NH
BUY
 -
432
+ 2.63%
$45.4K - $46.9K
16.9K $1.82M
Apr 21, 2023 Q1 2023
Alta Wealth Advisors LLC

BUY
 -
420
+ 5.06%
$44.1K - $45.6K
8.72K $938K
May 05, 2023 Q1 2023
Lwmg, LLC

Lake Elmo, MN
BUY
 -
420
+ 18.89%
$44.1K - $45.6K
2.64K $284K
Apr 13, 2023 Q1 2023
Family Investment Center, Inc.

Saint Joseph, MO
BUY
 -
412
+ 13.28%
$43.3K - $44.7K
3.51K $378K
Apr 11, 2023 Q1 2023
Massmutual Trust CO Fsb

BUY
 -
409
+ 3.19%
$42.9K - $44.4K
13.2K $1.42M
May 03, 2023 Q1 2023
Aspire Private Capital, LLC

BUY
 -
397
+ 16.24%
$41.7K - $43.1K
2.84K $306K
May 30, 2023 Q1 2023
Aspire Private Capital, LLC

BUY
 -
397
+ 16.24%
$41.7K - $43.1K
2.84K $306K
Apr 04, 2023 Q1 2023
Cedar Brook Financial Partners, LLC

Cleveland, OH
BUY
 -
393
+ 4.13%
$41.3K - $42.6K
9.91K $1.07M
Apr 27, 2023 Q1 2023
Comerica Securities,Inc.

BUY
 -
392
+ 0.7%
$41.2K - $42.5K
56.2K $6.04M
Apr 24, 2023 Q1 2023
Strategic Wealth Partners, Ltd.

Independence, OH
BUY
 -
389
+ 12.44%
$40.8K - $42.2K
3.52K $378K
May 11, 2023 Q1 2023
Colonial Trust Advisors

Spartanburg, SC
BUY
 -
384
+ 12.08%
$40.3K - $41.7K
3.56K $383K
May 11, 2023 Q1 2023
Elequin Capital LP

New York, NY
BUY
 -
383
New
$40.2K - $41.6K
383 $41.2K
Apr 06, 2023 Q1 2023
Veracity Capital LLC

BUY
 -
381
+ 6.21%
$40K - $41.3K
6.52K $701K
May 05, 2023 Q1 2023
Good Life Advisors, LLC

BUY
 -
380
+ 8.09%
$39.9K - $41.2K
5.08K $546K
Apr 25, 2023 Q1 2023
Sterling Investment Advisors, Ltd.

BUY
 -
375
+ 2.25%
$39.4K - $40.7K
17K $1.83M
May 12, 2023 Q1 2023
Swmg, LLC

Fort Worth, TX
BUY
 -
372
+ 10.87%
$39.1K - $40.4K
3.79K $408K
May 09, 2023 Q1 2023
Columbia Advisory Partners LLC

BUY
 -
368
+ 15.19%
$38.6K - $39.9K
2.79K $300K
May 15, 2023 Q1 2023
Advisory Resource Group

BUY
 -
368
+ 2.75%
$38.6K - $39.9K
13.7K $1.48M
May 10, 2023 Q1 2023
Bell Investment Advisors, Inc

Oakland, CA
BUY
 -
365
+ 9.68%
$38.3K - $39.6K
4.14K $445K
May 09, 2023 Q1 2023
Verus Capital Partners, LLC

Scottsdale, AZ
BUY
 -
364
+ 6.3%
$38.2K - $39.5K
6.15K $661K
May 01, 2023 Q1 2023
Fundamentun, LLC

Beachwood, OH
BUY
 -
349
+ 8.47%
$36.6K - $37.9K
4.47K $481K
May 02, 2023 Q1 2023
V Wealth Advisors LLC

BUY
 -
339
+ 12.3%
$35.6K - $36.8K
3.1K $333K
May 09, 2023 Q1 2023
Spire Wealth Management

BUY
 -
338
+ 4.98%
$35.5K - $36.7K
7.13K $767K
Apr 17, 2023 Q1 2023
Tennessee Valley Asset Management Partners

BUY
 -
335
+ 2.52%
$35.2K - $36.3K
13.6K $1.46M
May 15, 2023 Q1 2023
First Trust Advisors LP

Wheaton, IL
BUY
 -
330
+ 5.09%
$34.6K - $35.8K
6.81K $733K
Apr 24, 2023 Q1 2023
Essex Savings Bank

BUY
 -
328
+ 8.2%
$34.4K - $35.6K
4.33K $465K
May 05, 2023 Q1 2023
Mattern Wealth Management LLC

BUY
 -
316
+ 6.54%
$33.2K - $34.3K
5.15K $554K
Jul 17, 2024 Q1 2023
Kelly Financial Services LLC

Braintree, MA
BUY
 -
314
+ 9.49%
$33K - $34.1K
3.62K $390K
Apr 21, 2023 Q1 2023
Mc Broom & Associates, LLC

BUY
 -
301
+ 4.31%
$31.6K - $32.7K
7.28K $783K
May 15, 2023 Q1 2023
Dean Investment Associates, LLC

Beavercreek, OH
BUY
 -
301
+ 1.52%
$31.6K - $32.7K
20.1K $2.16M
Apr 21, 2023 Q1 2023
Successful Portfolios LLC

BUY
 -
300
+ 5.14%
$31.5K - $32.5K
6.14K $660K

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