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 |
|---|---|---|---|---|---|---|---|
|
Apr 21, 2023
Q1 2023
|
Successful Portfolios LLC
|
BUY
|
- |
300+ 5.14% |
$31.5K - $32.5K
|
6.14K
$655K
|
|
|
May 12, 2023
Q1 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
299+ 25.3% |
$31.4K - $32.4K
|
1.48K
$158K
|
|
|
Apr 24, 2023
Q1 2023
|
Opus Capital Group, LLC
|
BUY
|
- |
295+ 0.31% |
$31K - $32K
|
96.7K
$10.3M
|
|
|
May 24, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
292+ 270.37% |
$30.7K - $31.7K
|
400
$42.7K
|
|
|
May 02, 2023
Q1 2023
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
285+ 1.05% |
$29.9K - $30.9K
|
27.3K
$2.92M
|
|
|
May 12, 2023
Q1 2023
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
284+ 0.57% |
$29.8K - $30.8K
|
49.8K
$5.31M
|
|
|
Apr 18, 2023
Q1 2023
|
Archford Capital Strategies, LLC
|
BUY
|
- |
276+ 1.92% |
$29K - $29.9K
|
14.6K
$1.56M
|
|
|
May 05, 2023
Q1 2023
|
Tri Star Advisors Inc.
|
BUY
|
- |
271New |
$28.5K - $29.4K
|
271
$28.9K
|
|
|
Apr 13, 2023
Q1 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
269+ 10.13% |
$28.2K - $29.2K
|
2.92K
$312K
|
|
|
Apr 24, 2023
Q1 2023
|
Diversified, LLC
|
BUY
|
- |
265+ 5.89% |
$27.8K - $28.7K
|
4.76K
$508K
|
|
|
May 02, 2023
Q1 2023
|
Key F Inancial Inc
|
BUY
|
- |
262+ 6.26% |
$27.5K - $28.4K
|
4.45K
$474K
|
|
|
May 11, 2023
Q1 2023
|
Bank Ozk
|
BUY
|
- |
254+ 11.86% |
$26.7K - $27.6K
|
2.4K
$256K
|
|
|
May 22, 2023
Q1 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
247New |
$25.9K - $26.8K
|
247
$26.4K
|
|
|
Sep 11, 2024
Q1 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
245+ 6.24% |
$25.7K - $26.6K
|
4.17K
$445K
|
|
|
Apr 06, 2023
Q1 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
242+ 0.27% |
$25.4K - $26.3K
|
89K
$9.49M
|
|
|
Feb 14, 2024
Q1 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
242+ 0.27% |
$25.4K - $26.3K
|
89K
$9.49M
|
|
|
May 10, 2023
Q1 2023
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
238+ 92.97% |
$25K - $25.8K
|
494
$52.7K
|
|
|
May 04, 2023
Q1 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
236+ 6.25% |
$24.8K - $25.6K
|
4.01K
$428K
|
|
|
May 17, 2023
Q1 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
233+ 1.3% |
$24.5K - $25.3K
|
18.2K
$1.94M
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
226New |
$23.7K - $24.5K
|
226
$24.1K
|
|
|
Apr 20, 2023
Q1 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
222+ 4.02% |
$23.3K - $24.1K
|
5.74K
$612K
|
|
|
Apr 14, 2023
Q1 2023
|
Ade, LLC
|
BUY
|
- |
205+ 0.23% |
$21.5K - $22.2K
|
87.7K
$9.36M
|
|
|
May 02, 2023
Q1 2023
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
200+ 1.18% |
$21K - $21.7K
|
17.1K
$1.83M
|
|
|
May 05, 2023
Q1 2023
|
Sandy Spring Bank
|
BUY
|
- |
200+ 10000.0% |
$21K - $21.7K
|
202
$21.6K
|
|
|
Apr 06, 2023
Q1 2023
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
186+ 0.69% |
$19.5K - $20.2K
|
27K
$2.89M
|
|
|
May 15, 2023
Q1 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
186+ 0.93% |
$19.5K - $20.2K
|
20.2K
$2.15M
|
|
|
May 15, 2023
Q1 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
184+ 7.6% |
$19.3K - $20K
|
2.6K
$278K
|
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
182+ 8.87% |
$19.1K - $19.7K
|
2.23K
$238K
|
|
|
Apr 27, 2023
Q1 2023
|
Davenport & CO LLC
|
BUY
|
- |
181+ 1.44% |
$19K - $19.6K
|
12.7K
$1.36M
|
|
|
Apr 07, 2023
Q1 2023
|
Thrive Wealth Management, LLC
|
BUY
|
- |
165+ 1.68% |
$17.3K - $17.9K
|
9.98K
$1.06M
|
|
|
May 15, 2023
Q1 2023
|
Stephens Inc
|
BUY
|
- |
165+ 0.33% |
$17.3K - $17.9K
|
49.9K
$5.32M
|
|
|
Jun 05, 2023
Q1 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
164+ 1.99% |
$17.2K - $17.8K
|
8.4K
$897K
|
|
|
Apr 20, 2023
Q1 2023
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
158+ 1.83% |
$16.6K - $17.1K
|
8.79K
$938K
|
|
|
May 09, 2023
Q1 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
156+ 7800.0% |
$16.4K - $16.9K
|
158
$16.9K
|
|
|
May 09, 2023
Q1 2023
|
Wunderlich Capital Managemnt
Memphis, TN |
BUY
|
- |
151+ 0.43% |
$15.9K - $16.4K
|
35.2K
$3.76M
|
|
|
May 12, 2023
Q1 2023
|
Insight Wealth Partners, LLC
|
BUY
|
- |
151+ 0.65% |
$15.9K - $16.4K
|
23.5K
$2.51M
|
|
|
May 15, 2023
Q1 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
149+ 13.96% |
$15.6K - $16.2K
|
1.22K
$130K
|
|
|
May 12, 2023
Q1 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
141+ 39.83% |
$14.8K - $15.3K
|
495
$52.8K
|
|
|
May 12, 2023
Q1 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
140+ 1.07% |
$14.7K - $15.2K
|
13.2K
$1.41M
|
|
|
May 11, 2023
Q1 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
137+ 1.72% |
$14.4K - $14.9K
|
8.12K
$867K
|
|
|
Apr 17, 2023
Q1 2023
|
Northland Capital Management LLC
|
BUY
|
- |
130+ 5.88% |
$13.6K - $14.1K
|
2.34K
$250K
|
|
|
May 01, 2023
Q1 2023
|
Tnf LLC
|
BUY
|
- |
129+ 0.27% |
$13.5K - $14K
|
48.6K
$5.18M
|
|
|
Apr 25, 2023
Q1 2023
|
Ferguson Shapiro LLC
|
BUY
|
- |
125+ 0.67% |
$13.1K - $13.6K
|
18.9K
$2.02M
|
|
|
May 12, 2023
Q1 2023
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
125+ 0.08% |
$13.1K - $13.6K
|
165K
$17.6M
|
|
|
Apr 25, 2023
Q1 2023
|
Verde Capital Management
|
BUY
|
- |
123+ 6.05% |
$12.9K - $13.3K
|
2.16K
$230K
|
|
|
May 03, 2023
Q1 2023
|
9258 Wealth Management, LLC
|
BUY
|
- |
116+ 1.9% |
$12.2K - $12.6K
|
6.21K
$662K
|
|
|
May 12, 2023
Q1 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
115+ 2.68% |
$12.1K - $12.5K
|
4.4K
$469K
|
|
|
Apr 17, 2023
Q1 2023
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
111+ 2.06% |
$11.7K - $12K
|
5.51K
$588K
|
|
|
May 23, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
108New |
$11.3K - $11.7K
|
108
$11.5K
|
|
|
Apr 13, 2023
Q1 2023
|
Central Bank & Trust CO
|
BUY
|
- |
104+ 8.83% |
$10.9K - $11.3K
|
1.28K
$137K
|