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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-224- 80.29% |
$23.5K - $24.3K
|
55
$5.92K
|
|
|
Apr 17, 2023
Q1 2023
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-225- 1.55% |
$23.6K - $24.4K
|
14.3K
$1.54M
|
|
|
Apr 28, 2023
Q1 2023
|
Ifg Advisors, LLC
|
SELL
|
- |
-225- 2.68% |
$23.6K - $24.4K
|
8.17K
$878K
|
|
|
Apr 11, 2023
Q1 2023
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-233- 3.75% |
$24.5K - $25.3K
|
5.97K
$643K
|
|
|
Apr 20, 2023
Q1 2023
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-240- 1.32% |
$25.2K - $26K
|
18K
$1.93M
|
|
|
May 08, 2023
Q1 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-241- 1.3% |
$25.3K - $26.1K
|
18.3K
$1.97M
|
|
|
May 15, 2023
Q1 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-242- 98.78% |
$25.4K - $26.3K
|
3
$323
|
|
|
Apr 21, 2023
Q1 2023
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-250- 3.25% |
$26.2K - $27.1K
|
7.45K
$801K
|
|
|
Apr 11, 2023
Q1 2023
|
Catalyst Financial Partners LLC
Boston, MA |
SELL
|
- |
-271- 0.62% |
$28.5K - $29.4K
|
43.2K
$4.65M
|
|
|
Sep 06, 2024
Q1 2023
|
Ted Buchan & CO
San Diego, CA |
SELL
|
- |
-274- 11.75% |
$28.8K - $29.7K
|
2.06K
$221K
|
|
|
May 05, 2023
Q1 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-276- 1.61% |
$29K - $29.9K
|
16.9K
$1.82M
|
|
|
Aug 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-283- 2.76% |
$29.7K - $30.7K
|
9.96K
$1.07M
|
|
|
May 09, 2023
Q1 2023
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-290- 2.88% |
$30.4K - $31.5K
|
9.76K
$1.05M
|
|
|
May 15, 2023
Q1 2023
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-293- 0.08% |
$30.8K - $31.8K
|
386K
$41.5M
|
|
|
May 15, 2023
Q1 2023
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-294- 3.81% |
$30.9K - $31.9K
|
7.42K
$798K
|
|
|
Apr 26, 2023
Q1 2023
|
Sabal Trust CO
|
SELL
|
- |
-300- 8.55% |
$31.5K - $32.5K
|
3.21K
$345K
|
|
|
May 11, 2023
Q1 2023
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-302- 3.29% |
$31.7K - $32.8K
|
8.87K
$954K
|
|
|
May 02, 2023
Q1 2023
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-309- 4.49% |
$32.4K - $33.5K
|
6.58K
$707K
|
|
|
Apr 14, 2023
Q1 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-315- 1.5% |
$33.1K - $34.2K
|
20.7K
$2.23M
|
|
|
May 11, 2023
Q1 2023
|
True Private Wealth Advisors
|
SELL
|
- |
-326- 10.42% |
$34.2K - $35.4K
|
2.8K
$301K
|
|
|
May 10, 2023
Q1 2023
|
First Ascent Asset Management, LLC
|
SELL
|
- |
-329- 12.53% |
$34.5K - $35.7K
|
2.3K
$247K
|
|
|
Apr 24, 2023
Q1 2023
|
Advisor Os, LLC
|
SELL
|
- |
-330- 3.02% |
$34.6K - $35.8K
|
10.6K
$1.14M
|
|
|
Apr 28, 2023
Q1 2023
|
Bray Capital Advisors
|
SELL
|
- |
-335- 48.91% |
$35.2K - $36.3K
|
350
$37.6K
|
|
|
May 10, 2023
Q1 2023
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-337- 0.32% |
$35.4K - $36.6K
|
105K
$11.3M
|
|
|
Apr 14, 2023
Q1 2023
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-342- 5.72% |
$35.9K - $37.1K
|
5.63K
$606K
|
|
|
Jan 24, 2024
Q1 2023
|
Cedrus LLC
Littleton, CO |
SELL
|
- |
-342- 8.41% |
$35.9K - $37.1K
|
3.72K
$401K
|
|
|
Apr 21, 2023
Q1 2023
|
4 J Wealth Management LLC
|
SELL
|
- |
-355- 1.16% |
$37.3K - $38.5K
|
30.3K
$3.26M
|
|
|
May 15, 2023
Q1 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-358- 11.09% |
$37.6K - $38.8K
|
2.87K
$309K
|
|
|
May 04, 2023
Q1 2023
|
Patron Partners, LLC
|
SELL
|
- |
-371- 3.82% |
$39K - $40.2K
|
9.34K
$1M
|
|
|
Apr 12, 2023
Q1 2023
|
Country Club Bank
|
SELL
|
- |
-375- 4.87% |
$39.4K - $40.7K
|
7.33K
$788K
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-381- 1.89% |
$40K - $41.3K
|
19.8K
$2.13M
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-388- 2.25% |
$40.7K - $42.1K
|
16.9K
$1.82M
|
|
|
May 12, 2023
Q1 2023
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-390- 16.18% |
$40.9K - $42.3K
|
2.02K
$217K
|
|
|
May 10, 2023
Q1 2023
|
E Rn Financial, LLC
|
SELL
|
- |
-405- 17.62% |
$42.5K - $43.9K
|
1.89K
$204K
|
|
|
Apr 07, 2023
Q1 2023
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-431- 1.58% |
$45.3K - $46.8K
|
26.8K
$2.88M
|
|
|
May 08, 2023
Q1 2023
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-435- 1.87% |
$45.7K - $47.2K
|
22.8K
$2.45M
|
|
|
Apr 13, 2023
Q1 2023
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-442- 12.66% |
$46.4K - $48K
|
3.05K
$328K
|
|
|
Apr 14, 2023
Q1 2023
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-442- 1.7% |
$46.4K - $48K
|
25.5K
$2.75M
|
|
|
May 10, 2023
Q1 2023
|
Sepio Capital, LP
|
SELL
|
- |
-442- 3.0% |
$46.4K - $48K
|
14.3K
$1.54M
|
|
|
Apr 20, 2023
Q1 2023
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-443- 6.99% |
$46.5K - $48.1K
|
5.9K
$634K
|
|
|
May 02, 2023
Q1 2023
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-446- 6.36% |
$46.8K - $48.4K
|
6.57K
$707K
|
|
|
Apr 12, 2023
Q1 2023
|
Client First Capital LLC
|
SELL
|
- |
-448- 3.62% |
$47K - $48.6K
|
11.9K
$1.28M
|
|
|
May 05, 2023
Q1 2023
|
Wiser Wealth Management, Inc
|
SELL
|
- |
-465- 6.66% |
$48.8K - $50.4K
|
6.52K
$701K
|
|
|
Apr 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-470- 30.5% |
$49.3K - $51K
|
1.07K
$115K
|
|
|
May 08, 2023
Q1 2023
|
L.M. Kohn & Company
|
SELL
|
- |
-475- 14.29% |
$49.9K - $51.5K
|
2.85K
$307K
|
|
|
Apr 18, 2023
Q1 2023
|
Tcp Asset Management, LLC
Columbus, OH |
SELL
|
- |
-491- 9.1% |
$51.6K - $53.3K
|
4.91K
$528K
|
|
|
Apr 19, 2023
Q1 2023
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-500- 6.02% |
$52.5K - $54.2K
|
7.81K
$840K
|
|
|
Apr 20, 2023
Q1 2023
|
Blue Zone Wealth Advisors, LLC
|
SELL
|
- |
-500- 7.6% |
$52.5K - $54.2K
|
6.08K
$653K
|
|
|
May 02, 2023
Q1 2023
|
Round Rock Advisors, LLC
|
SELL
|
- |
-504- 20.37% |
$52.9K - $54.7K
|
1.97K
$212K
|
|
|
Apr 20, 2023
Q1 2023
|
Arcadia Wealth Management, LLC
Manchester, NH |
SELL
|
- |
-510- 1.34% |
$53.5K - $55.3K
|
37.6K
$4.04M
|