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 28, 2023
Q1 2023
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
19+ 0.46% |
$1.99K - $2.06K
|
4.15K
$443K
|
|
|
Apr 24, 2023
Q1 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
18+ 0.41% |
$1.89K - $1.95K
|
4.4K
$469K
|
|
|
May 01, 2023
Q1 2023
|
Rkl Wealth Management LLC
|
BUY
|
- |
18+ 0.46% |
$1.89K - $1.95K
|
3.93K
$420K
|
|
|
May 10, 2023
Q1 2023
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
18+ 0.43% |
$1.89K - $1.95K
|
4.23K
$452K
|
|
|
May 10, 2023
Q1 2023
|
Ellis Investment Partners, LLC
|
BUY
|
- |
18+ 0.43% |
$1.89K - $1.95K
|
4.17K
$445K
|
|
|
May 05, 2023
Q1 2023
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
17+ 0.39% |
$1.78K - $1.84K
|
4.33K
$462K
|
|
|
Apr 18, 2023
Q1 2023
|
Ellenbecker Investment Group
|
BUY
|
- |
15+ 0.35% |
$1.57K - $1.63K
|
4.26K
$455K
|
|
|
May 11, 2023
Q1 2023
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
15+ 0.42% |
$1.57K - $1.63K
|
3.59K
$383K
|
|
|
Apr 12, 2023
Q1 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
12+ 0.14% |
$1.26K - $1.3K
|
8.38K
$894K
|
|
|
Apr 27, 2023
Q1 2023
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
11+ 0.23% |
$1.15K - $1.19K
|
4.79K
$511K
|
|
|
May 05, 2023
Q1 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
11+ 0.09% |
$1.15K - $1.19K
|
12.9K
$1.38M
|
|
|
May 15, 2023
Q1 2023
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
11+ 0.4% |
$1.15K - $1.19K
|
2.78K
$297K
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
BUY
|
- |
10+ 0.13% |
$1.05K - $1.08K
|
7.99K
$852K
|
|
|
May 02, 2023
Q1 2023
|
True Capital Management
San Francisco, CA |
BUY
|
- |
10+ 0.41% |
$1.05K - $1.08K
|
2.44K
$261K
|
|
|
May 10, 2023
Q1 2023
|
Roffman Miller Associates Inc
Philadelphia, PA |
BUY
|
- |
10+ 0.11% |
$1.05K - $1.08K
|
9.09K
$970K
|
|
|
May 11, 2023
Q1 2023
|
Firestone Capital Management
|
BUY
|
- |
9+ 0.46% |
$945 - $976
|
1.95K
$208K
|
|
|
Apr 11, 2023
Q1 2023
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
8+ 0.09% |
$840 - $868
|
8.45K
$902K
|
|
|
May 12, 2023
Q1 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
8+ 0.2% |
$840 - $868
|
4.02K
$429K
|
|
|
Apr 06, 2023
Q1 2023
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
7+ 0.14% |
$735 - $759
|
4.9K
$523K
|
|
|
May 08, 2023
Q1 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
6+ 0.05% |
$630 - $651
|
12.1K
$1.29M
|
|
|
May 15, 2023
Q1 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
6+ 0.11% |
$630 - $651
|
5.51K
$588K
|
|
|
Apr 20, 2023
Q1 2023
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
5+ 0.14% |
$525 - $542
|
3.46K
$369K
|
|
|
May 09, 2023
Q1 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
5+ 0.39% |
$525 - $542
|
1.28K
$137K
|
|
|
Apr 17, 2023
Q1 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
4New |
$420 - $434
|
4
$427
|
|
|
Apr 26, 2023
Q1 2023
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
4+ 0.45% |
$420 - $434
|
898
$95.8K
|
|
|
May 11, 2023
Q1 2023
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
4New |
$420 - $434
|
4
$427
|
|
|
May 04, 2023
Q1 2023
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
3+ 0.14% |
$315 - $325
|
2.08K
$222K
|
|
|
Apr 20, 2023
Q1 2023
|
Wealthpoint, LLC
|
BUY
|
- |
3+ 0.11% |
$315 - $325
|
2.67K
$285K
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
3+ 0.45% |
$315 - $325
|
669
$71.4K
|
|
|
Apr 26, 2023
Q1 2023
|
Clean Yield Group
|
BUY
|
- |
2+ 0.38% |
$210 - $217
|
522
$55.7K
|
|
|
May 05, 2023
Q1 2023
|
Prairie View Partners, LLC
|
BUY
|
- |
2+ 0.03% |
$210 - $217
|
6.99K
$746K
|
|
|
May 09, 2023
Q1 2023
|
Integrity Financial Corp
|
BUY
|
- |
2New |
$210 - $217
|
2
$213
|
|
|
May 09, 2023
Q1 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
1+ 1.39% |
$105 - $108
|
73
$7.79K
|
|
|
May 12, 2023
Q1 2023
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
1+ 0.05% |
$105 - $108
|
2.04K
$217K
|
|
|
Jan 09, 2024
Q1 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
May 04, 2023
Q1 2023
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-1- 1.02% |
$105 - $108
|
97
$10.3K
|
|
|
May 15, 2023
Q1 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-2- 8.0% |
$210 - $217
|
23
$2.45K
|
|
|
May 03, 2023
Q1 2023
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-4- 0.02% |
$420 - $434
|
20.3K
$2.17M
|
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-4Closed |
$420 - $434
|
0
$0
|
|
|
Sep 12, 2023
Q1 2023
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-5- 0.31% |
$525 - $542
|
1.59K
$170K
|
|
|
Apr 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-7- 77.78% |
$735 - $759
|
2
$213
|
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-10- 0.09% |
$1.05K - $1.08K
|
11.1K
$1.18M
|
|
|
May 15, 2024
Q1 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-15Closed |
$1.57K - $1.63K
|
0
$0
|
|
|
Dec 18, 2023
Q1 2023
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-25Closed |
$2.62K - $2.71K
|
0
$0
|
|
|
Apr 12, 2023
Q1 2023
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-32- 0.1% |
$3.36K - $3.47K
|
30.9K
$3.3M
|
|
|
Apr 24, 2023
Q1 2023
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-32- 0.1% |
$3.36K - $3.47K
|
32.9K
$3.51M
|
|
|
Apr 25, 2023
Q1 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-33- 1.26% |
$3.46K - $3.58K
|
2.6K
$277K
|
|
|
Apr 17, 2023
Q1 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-38- 1.18% |
$3.99K - $4.12K
|
3.18K
$339K
|
|
|
Apr 26, 2023
Q1 2023
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-38- 0.53% |
$3.99K - $4.12K
|
7.16K
$764K
|
|
|
Apr 27, 2023
Q1 2023
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-38- 1.55% |
$3.99K - $4.12K
|
2.42K
$258K
|