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 12, 2023
Q1 2023
|
Stokes Capital Advisors, LLC
|
BUY
|
- |
100+ 0.7% |
$10.5K - $10.8K
|
14.5K
$1.54M
|
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
98+ 2.5% |
$10.3K - $10.6K
|
4.01K
$428K
|
|
|
Apr 25, 2023
Q1 2023
|
Meritage Portfolio Management
|
BUY
|
- |
95+ 0.32% |
$9.97K - $10.3K
|
29.7K
$3.16M
|
|
|
May 15, 2023
Q1 2023
|
Klr Investment Advisors, LLC
Providence, RI |
BUY
|
- |
92+ 1.12% |
$9.66K - $9.98K
|
8.32K
$888K
|
|
|
May 03, 2023
Q1 2023
|
Dt Investment Partners, LLC
|
BUY
|
- |
91+ 7.39% |
$9.55K - $9.87K
|
1.32K
$141K
|
|
|
Apr 24, 2023
Q1 2023
|
Peak Financial Management, Inc.
|
BUY
|
- |
88+ 3.23% |
$9.24K - $9.55K
|
2.81K
$300K
|
|
|
Apr 17, 2023
Q1 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
85+ 2.05% |
$8.92K - $9.22K
|
4.23K
$451K
|
|
|
May 09, 2023
Q1 2023
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
85+ 3.4% |
$8.92K - $9.22K
|
2.58K
$276K
|
|
|
May 02, 2023
Q1 2023
|
Investments & Financial Planning, LLC
Lexington, KY |
BUY
|
- |
80+ 1.15% |
$8.4K - $8.68K
|
7.01K
$748K
|
|
|
Apr 24, 2023
Q1 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
79+ 0.41% |
$8.29K - $8.57K
|
19.2K
$2.04M
|
|
|
May 26, 2023
Q1 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
76+ 2.98% |
$7.98K - $8.25K
|
2.62K
$280K
|
|
|
May 12, 2023
Q1 2023
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
75New |
$7.87K - $8.14K
|
75
$8K
|
|
|
May 03, 2023
Q1 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
73+ 0.42% |
$7.66K - $7.92K
|
17.3K
$1.85M
|
|
|
May 12, 2023
Q1 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
73+ 0.09% |
$7.66K - $7.92K
|
85.9K
$9.16M
|
|
|
Apr 18, 2023
Q1 2023
|
Newton One Investments LLC
|
BUY
|
- |
72+ 0.44% |
$7.56K - $7.81K
|
16.4K
$1.75M
|
|
|
May 08, 2023
Q1 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
67+ 1.33% |
$7.03K - $7.27K
|
5.11K
$545K
|
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
62+ 1.21% |
$6.51K - $6.73K
|
5.17K
$552K
|
|
|
May 09, 2023
Q1 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
62+ 258.33% |
$6.51K - $6.73K
|
86
$9.18K
|
|
|
May 15, 2023
Q1 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
55New |
$5.77K - $5.97K
|
55
$5.87K
|
|
|
May 04, 2023
Q1 2023
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
51+ 0.59% |
$5.35K - $5.53K
|
8.75K
$934K
|
|
|
May 04, 2023
Q1 2023
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
50+ 0.18% |
$5.25K - $5.42K
|
27.7K
$2.96M
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
47+ 1.05% |
$4.93K - $5.1K
|
4.51K
$481K
|
|
|
Apr 28, 2023
Q1 2023
|
Sigma Investment Counselors Inc
|
BUY
|
- |
45+ 1.66% |
$4.72K - $4.88K
|
2.76K
$294K
|
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
BUY
|
- |
45+ 26.95% |
$4.72K - $4.88K
|
212
$22.6K
|
|
|
Apr 18, 2023
Q1 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
44+ 0.45% |
$4.62K - $4.77K
|
9.93K
$1.06M
|
|
|
May 09, 2023
Q1 2023
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
42+ 0.73% |
$4.41K - $4.56K
|
5.78K
$617K
|
|
|
May 10, 2023
Q1 2023
|
Flaharty Asset Management, LLC
|
BUY
|
- |
42+ 0.76% |
$4.41K - $4.56K
|
5.55K
$593K
|
|
|
Apr 13, 2023
Q1 2023
|
Act Wealth Management, LLC
|
BUY
|
- |
41+ 1.93% |
$4.3K - $4.45K
|
2.17K
$231K
|
|
|
May 03, 2023
Q1 2023
|
Gryphon Financial Partners LLC
|
BUY
|
- |
40+ 0.43% |
$4.2K - $4.34K
|
9.28K
$990K
|
|
|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
40+ 18.18% |
$4.2K - $4.34K
|
260
$27.7K
|
|
|
May 04, 2023
Q1 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
39+ 1.64% |
$4.09K - $4.23K
|
2.42K
$258K
|
|
|
Apr 20, 2023
Q1 2023
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
38+ 0.55% |
$3.99K - $4.12K
|
6.95K
$741K
|
|
|
Apr 03, 2023
Q1 2023
|
Boltwood Capital Management
|
BUY
|
- |
35+ 1.55% |
$3.67K - $3.8K
|
2.3K
$245K
|
|
|
May 08, 2023
Q1 2023
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
35+ 0.21% |
$3.67K - $3.8K
|
16.9K
$1.8M
|
|
|
May 12, 2023
Q1 2023
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
33+ 0.43% |
$3.46K - $3.58K
|
7.7K
$822K
|
|
|
May 15, 2023
Q1 2023
|
Gould Capital, LLC
|
BUY
|
- |
33+ 8.03% |
$3.46K - $3.58K
|
444
$47.4K
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
33New |
$3.46K - $3.58K
|
33
$3.52K
|
|
|
Mar 12, 2024
Q1 2023
|
Executive Wealth Group LLC
Kirkland, WA |
BUY
|
- |
33+ 0.38% |
$3.46K - $3.58K
|
8.62K
$920K
|
|
|
May 11, 2023
Q1 2023
|
Executive Wealth Management, LLC
|
BUY
|
- |
32+ 0.43% |
$3.36K - $3.47K
|
7.51K
$801K
|
|
|
May 10, 2023
Q1 2023
|
Diligent Investors, LLC
|
BUY
|
- |
30+ 0.39% |
$3.15K - $3.25K
|
7.81K
$834K
|
|
|
Apr 26, 2023
Q1 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
26+ 0.4% |
$2.73K - $2.82K
|
6.45K
$688K
|
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
26New |
$2.73K - $2.82K
|
26
$2.77K
|
|
|
Apr 26, 2024
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
25+ 44.64% |
$2.62K - $2.71K
|
81
$8.64K
|
|
|
Apr 13, 2023
Q1 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
23+ 0.38% |
$2.41K - $2.5K
|
6.08K
$649K
|
|
|
May 12, 2023
Q1 2023
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
22+ 0.3% |
$2.31K - $2.39K
|
7.43K
$793K
|
|
|
Apr 17, 2023
Q1 2023
|
Wall Capital Group, Inc.
|
BUY
|
- |
21+ 0.42% |
$2.2K - $2.28K
|
5.06K
$540K
|
|
|
Jul 28, 2023
Q1 2023
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
21+ 0.01% |
$2.2K - $2.28K
|
168K
$17.9M
|
|
|
Apr 05, 2023
Q1 2023
|
Quent Capital, LLC
|
BUY
|
- |
20New |
$2.1K - $2.17K
|
20
$2.13K
|
|
|
May 04, 2023
Q1 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
20+ 0.1% |
$2.1K - $2.17K
|
20.2K
$2.15M
|
|
|
May 08, 2023
Q1 2023
|
Verity Wealth Advisors
|
BUY
|
- |
20+ 0.44% |
$2.1K - $2.17K
|
4.6K
$490K
|