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 02, 2023
Q1 2023
|
Round Rock Advisors, LLC
|
SELL
|
- |
-504- 20.37% |
$52.9K - $54.7K
|
1.97K
$207K
|
|
|
Apr 20, 2023
Q1 2023
|
Arcadia Wealth Management, LLC
Manchester, NH |
SELL
|
- |
-510- 1.34% |
$53.5K - $55.3K
|
37.6K
$3.94M
|
|
|
Apr 26, 2023
Q1 2023
|
First American Trust, Fsb
|
SELL
|
- |
-510- 2.55% |
$53.5K - $55.3K
|
19.5K
$2.04M
|
|
|
Apr 10, 2023
Q1 2023
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-519- 5.79% |
$54.5K - $56.3K
|
8.44K
$885K
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-529- 92.97% |
$55.5K - $57.4K
|
40
$4.19K
|
|
|
Apr 25, 2023
Q1 2023
|
Twele Capital Management, Inc.
|
SELL
|
- |
-530- 2.13% |
$55.6K - $57.5K
|
24.4K
$2.55M
|
|
|
Apr 10, 2023
Q1 2023
|
Focus Wealth Advisors, LLC
|
SELL
|
- |
-538- 4.39% |
$56.5K - $58.4K
|
11.7K
$1.23M
|
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-539- 1.64% |
$56.6K - $58.5K
|
32.2K
$3.38M
|
|
|
May 02, 2023
Q1 2023
|
Investment Advisory Group, LLC
|
SELL
|
- |
-550- 21.29% |
$57.7K - $59.7K
|
2.03K
$213K
|
|
|
May 02, 2023
Q1 2023
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-550- 0.93% |
$57.7K - $59.7K
|
58.8K
$6.17M
|
|
|
May 02, 2023
Q1 2023
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-552- 9.16% |
$58K - $59.9K
|
5.47K
$574K
|
|
|
Apr 25, 2023
Q1 2023
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-562- 5.2% |
$59K - $61K
|
10.2K
$1.07M
|
|
|
May 09, 2023
Q1 2023
|
Addison Advisors LLC
|
SELL
|
- |
-564- 75.5% |
$59.2K - $61.2K
|
183
$19.2K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-564- 20.71% |
$59.2K - $61.2K
|
2.16K
$226K
|
|
|
May 04, 2023
Q1 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
SELL
|
- |
-565- 49.78% |
$59.3K - $61.3K
|
570
$59.8K
|
|
|
May 04, 2023
Q1 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-583- 5.35% |
$61.2K - $63.2K
|
10.3K
$1.08M
|
|
|
May 11, 2023
Q1 2023
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-593- 16.57% |
$62.3K - $64.3K
|
2.99K
$313K
|
|
|
Apr 25, 2023
Q1 2023
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
SELL
|
- |
-599- 1.64% |
$62.9K - $65K
|
35.9K
$3.77M
|
|
|
May 15, 2023
Q1 2023
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-600- 11.55% |
$63K - $65.1K
|
4.6K
$482K
|
|
|
May 12, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-602- 3.89% |
$63.2K - $65.3K
|
14.9K
$1.56M
|
|
|
Dec 13, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-602- 3.89% |
$63.2K - $65.3K
|
14.9K
$1.56M
|
|
|
Apr 18, 2023
Q1 2023
|
Financial Guidance Group, Inc.
|
SELL
|
- |
-615- 0.81% |
$64.6K - $66.7K
|
75.8K
$7.94M
|
|
|
Apr 19, 2023
Q1 2023
|
Whitcomb & Hess, Inc.
|
SELL
|
- |
-626- 20.23% |
$65.7K - $67.9K
|
2.47K
$259K
|
|
|
Apr 25, 2023
Q1 2023
|
Innova Wealth Partners
|
SELL
|
- |
-639- 9.23% |
$67.1K - $69.3K
|
6.28K
$659K
|
|
|
Apr 11, 2023
Q1 2023
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-640- 18.23% |
$67.2K - $69.4K
|
2.87K
$301K
|
|
|
May 10, 2023
Q1 2023
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-640- 10.79% |
$67.2K - $69.4K
|
5.29K
$555K
|
|
|
May 03, 2023
Q1 2023
|
Northwest Capital Management Inc
|
SELL
|
- |
-648- 11.37% |
$68K - $70.3K
|
5.05K
$529K
|
|
|
May 08, 2023
Q1 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-650- 4.03% |
$68.2K - $70.5K
|
15.5K
$1.62M
|
|
|
Oct 28, 2024
Q1 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-650- 38.24% |
$68.2K - $70.5K
|
1.05K
$110K
|
|
|
May 02, 2023
Q1 2023
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-655- 5.15% |
$68.8K - $71.1K
|
12.1K
$1.26M
|
|
|
May 15, 2023
Q1 2023
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-658- 10.87% |
$69.1K - $71.4K
|
5.4K
$566K
|
|
|
Apr 18, 2023
Q1 2023
|
Erickson Financial Group, LLC
Allentown, PA |
SELL
|
- |
-670- 12.38% |
$70.3K - $72.7K
|
4.74K
$497K
|
|
|
Apr 20, 2023
Q1 2023
|
Tompkins Financial Corp
|
SELL
|
- |
-681- 7.26% |
$71.5K - $73.9K
|
8.7K
$912K
|
|
|
May 12, 2023
Q1 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-681- 96.05% |
$71.5K - $73.9K
|
28
$2.94K
|
|
|
May 02, 2023
Q1 2023
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-690- 15.97% |
$72.4K - $74.9K
|
3.63K
$381K
|
|
|
May 01, 2023
Q1 2023
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-710- 15.64% |
$74.5K - $77K
|
3.83K
$402K
|
|
|
Apr 28, 2023
Q1 2023
|
Cumberland Advisors Inc
|
SELL
|
- |
-730- 18.2% |
$76.6K - $79.2K
|
3.28K
$344K
|
|
|
Apr 10, 2023
Q1 2023
|
Procyon Advisors, LLC
|
SELL
|
- |
-743- 4.27% |
$78K - $80.6K
|
16.7K
$1.75M
|
|
|
May 04, 2023
Q1 2023
|
Founders Financial Securities LLC
|
SELL
|
- |
-748- 9.04% |
$78.5K - $81.2K
|
7.52K
$789K
|
|
|
Apr 28, 2023
Q1 2023
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-750- 21.13% |
$78.7K - $81.4K
|
2.8K
$294K
|
|
|
May 01, 2023
Q1 2023
|
Lutz Financial Services LLC
|
SELL
|
- |
-761- 1.48% |
$79.9K - $82.6K
|
50.8K
$5.33M
|
|
|
Apr 26, 2023
Q1 2023
|
Brooklyn Fi, LLC
New York, NY |
SELL
|
- |
-802- 26.38% |
$84.2K - $87K
|
2.24K
$235K
|
|
|
Apr 11, 2023
Q1 2023
|
My Legacy Advisors, LLC
|
SELL
|
- |
-824- 2.52% |
$86.5K - $89.4K
|
31.8K
$3.34M
|
|
|
Apr 11, 2023
Q1 2023
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-833- 11.38% |
$87.5K - $90.4K
|
6.49K
$680K
|
|
|
May 15, 2023
Q1 2023
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-842- 4.24% |
$88.4K - $91.3K
|
19K
$1.99M
|
|
|
Apr 25, 2023
Q1 2023
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-878- 1.7% |
$92.2K - $95.3K
|
50.6K
$5.31M
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-934- 14.61% |
$98.1K - $101K
|
5.46K
$573K
|
|
|
Apr 18, 2023
Q1 2023
|
Riversedge Advisors, LLC
|
SELL
|
- |
-936- 2.53% |
$98.3K - $102K
|
36K
$3.78M
|
|
|
Apr 21, 2023
Q1 2023
|
Tsfg, LLC
|
SELL
|
- |
-957- 8.05% |
$100K - $104K
|
10.9K
$1.15M
|
|
|
May 08, 2023
Q1 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-960- 2.14% |
$101K - $104K
|
43.8K
$4.6M
|