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 27, 2023
Q1 2023
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-38- 1.55% |
$3.99K - $4.12K
|
2.42K
$254K
|
|
|
Apr 06, 2023
Q1 2023
|
Cra Financial Services, LLC
|
SELL
|
- |
-40- 1.41% |
$4.2K - $4.34K
|
2.79K
$293K
|
|
|
May 10, 2023
Q1 2023
|
Ascent Group, LLC
|
SELL
|
- |
-40- 0.5% |
$4.2K - $4.34K
|
7.99K
$841K
|
|
|
Apr 28, 2023
Q1 2023
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-43- 1.18% |
$4.51K - $4.67K
|
3.61K
$380K
|
|
|
Apr 26, 2023
Q1 2023
|
Rhs Financial, LLC
|
SELL
|
- |
-48- 2.0% |
$5.04K - $5.21K
|
2.35K
$247K
|
|
|
May 04, 2023
Q1 2023
|
Journey Advisory Group, LLC
|
SELL
|
- |
-53- 2.08% |
$5.56K - $5.75K
|
2.49K
$262K
|
|
|
May 15, 2023
Q1 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-53- 5.57% |
$5.56K - $5.75K
|
898
$94.5K
|
|
|
May 15, 2023
Q1 2023
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-53- 2.12% |
$5.56K - $5.75K
|
2.45K
$258K
|
|
|
May 15, 2023
Q1 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-53- 0.86% |
$5.56K - $5.75K
|
6.11K
$643K
|
|
|
May 15, 2023
Q1 2023
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-60- 1.25% |
$6.3K - $6.51K
|
4.74K
$498K
|
|
|
May 02, 2023
Q1 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-64- 17.78% |
$6.72K - $6.94K
|
296
$31.1K
|
|
|
Apr 24, 2023
Q1 2023
|
Center For Asset Management LLC
|
SELL
|
- |
-65- 1.51% |
$6.82K - $7.05K
|
4.23K
$445K
|
|
|
May 03, 2023
Q1 2023
|
Hallmark Capital Management Inc
|
SELL
|
- |
-65- 8.25% |
$6.82K - $7.05K
|
723
$76.1K
|
|
|
May 08, 2023
Q1 2023
|
West Coast Financial LLC
|
SELL
|
- |
-69- 1.44% |
$7.24K - $7.49K
|
4.72K
$496K
|
|
|
Apr 19, 2023
Q1 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-71- 2.32% |
$7.45K - $7.7K
|
2.99K
$315K
|
|
|
May 15, 2023
Q1 2023
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-71- 2.69% |
$7.45K - $7.7K
|
2.57K
$270K
|
|
|
May 09, 2023
Q1 2023
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-75- 1.67% |
$7.87K - $8.14K
|
4.4K
$463K
|
|
|
May 12, 2023
Q1 2023
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-75- 2.4% |
$7.87K - $8.14K
|
3.05K
$321K
|
|
|
Feb 02, 2024
Q1 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-78- 0.65% |
$8.19K - $8.46K
|
12K
$1.26M
|
|
|
Apr 14, 2023
Q1 2023
|
Sweet Financial Partners, LLC
|
SELL
|
- |
-80- 0.69% |
$8.4K - $8.68K
|
11.5K
$1.21M
|
|
|
Apr 21, 2023
Q1 2023
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-80- 4.68% |
$8.4K - $8.68K
|
1.63K
$171K
|
|
|
May 08, 2023
Q1 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-80- 0.69% |
$8.4K - $8.68K
|
11.6K
$1.22M
|
|
|
May 11, 2023
Q1 2023
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-95- 0.19% |
$9.97K - $10.3K
|
51.2K
$5.38M
|
|
|
May 15, 2023
Q1 2023
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-97- 0.68% |
$10.2K - $10.5K
|
14.2K
$1.49M
|
|
|
May 03, 2023
Q1 2023
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-99- 0.19% |
$10.4K - $10.7K
|
51.7K
$5.44M
|
|
|
Apr 11, 2023
Q1 2023
|
Pacifica Partners Inc.
|
SELL
|
- |
-100- 5.5% |
$10.5K - $10.8K
|
1.72K
$181K
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-100Closed |
$10.5K - $10.8K
|
0
$0
|
|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-100- 97.09% |
$10.5K - $10.8K
|
3
$316
|
|
|
May 11, 2023
Q1 2023
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-110- 1.05% |
$11.5K - $11.9K
|
10.4K
$1.1M
|
|
|
Apr 10, 2023
Q1 2023
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-112- 0.36% |
$11.8K - $12.2K
|
31.3K
$3.29M
|
|
|
May 15, 2023
Q1 2023
|
Treynor Bancshares, Inc.
|
SELL
|
- |
-116- 1.39% |
$12.2K - $12.6K
|
8.25K
$868K
|
|
|
Apr 11, 2023
Q1 2023
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-127- 0.35% |
$13.3K - $13.8K
|
35.8K
$3.77M
|
|
|
Apr 13, 2023
Q1 2023
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-129- 1.14% |
$13.5K - $14K
|
11.2K
$1.18M
|
|
|
Apr 25, 2023
Q1 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-137- 0.5% |
$14.4K - $14.9K
|
27.5K
$2.89M
|
|
|
Apr 05, 2023
Q1 2023
|
Rise Advisors, LLC
|
SELL
|
- |
-139- 16.05% |
$14.6K - $15.1K
|
727
$76.5K
|
|
|
May 11, 2023
Q1 2023
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-140- 0.96% |
$14.7K - $15.2K
|
14.4K
$1.52M
|
|
|
May 09, 2023
Q1 2023
|
Sws Partners
|
SELL
|
- |
-144- 0.42% |
$15.1K - $15.6K
|
34.1K
$3.59M
|
|
|
May 05, 2023
Q1 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-147- 6.83% |
$15.4K - $15.9K
|
2.01K
$211K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-148- 4.09% |
$15.5K - $16.1K
|
3.47K
$365K
|
|
|
Apr 12, 2023
Q1 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-174- 36.55% |
$18.3K - $18.9K
|
302
$31.8K
|
|
|
May 12, 2023
Q1 2023
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-177- 0.77% |
$18.6K - $19.2K
|
22.8K
$2.39M
|
|
|
Apr 19, 2023
Q1 2023
|
Windsor Group LTD
|
SELL
|
- |
-179- 0.18% |
$18.8K - $19.4K
|
98K
$10.3M
|
|
|
May 11, 2023
Q1 2023
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-179- 2.32% |
$18.8K - $19.4K
|
7.53K
$792K
|
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-195- 0.39% |
$20.5K - $21.2K
|
50.3K
$5.29M
|
|
|
Apr 28, 2023
Q1 2023
|
Beacon Harbor Wealth Advisors, Inc.
|
SELL
|
- |
-196- 7.49% |
$20.6K - $21.3K
|
2.42K
$255K
|
|
|
May 12, 2023
Q1 2023
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-196- 2.79% |
$20.6K - $21.3K
|
6.83K
$718K
|
|
|
May 09, 2023
Q1 2023
|
Efficient Advisors, LLC
|
SELL
|
- |
-200- 1.49% |
$21K - $21.7K
|
13.2K
$1.39M
|
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
SELL
|
- |
-203- 18.83% |
$21.3K - $22K
|
875
$92K
|
|
|
Apr 11, 2023
Q1 2023
|
First Affirmative Financial Network
|
SELL
|
- |
-207- 3.41% |
$21.7K - $22.5K
|
5.86K
$617K
|
|
|
Apr 20, 2023
Q1 2023
|
Uma Financial Services, Inc.
|
SELL
|
- |
-209- 1.73% |
$21.9K - $22.7K
|
11.8K
$1.25M
|