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 18, 2023
Q1 2023
|
Brookstone Capital Management
|
SELL
|
- |
-1.03K- 1.89% |
$109K - $112K
|
53.6K
$5.76M
|
|
|
Apr 24, 2023
Q1 2023
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-1.04K- 3.57% |
$109K - $113K
|
28.1K
$3.03M
|
|
|
Apr 26, 2023
Q1 2023
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-1.06K- 25.28% |
$111K - $115K
|
3.12K
$336K
|
|
|
May 02, 2023
Q1 2023
|
Graypoint LLC
|
SELL
|
- |
-1.06K- 4.49% |
$111K - $115K
|
22.6K
$2.43M
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-1.07K- 0.25% |
$112K - $116K
|
419K
$45.1M
|
|
|
May 12, 2023
Q1 2023
|
Curbstone Financial Management Corp
|
SELL
|
- |
-1.1K- 1.96% |
$115K - $119K
|
55K
$5.91M
|
|
|
May 09, 2023
Q1 2023
|
Todd Asset Management LLC
|
SELL
|
- |
-1.12K- 18.16% |
$117K - $121K
|
5.03K
$541K
|
|
|
Apr 25, 2023
Q1 2023
|
Leeward Financial Partners, LLC
|
SELL
|
- |
-1.12K- 8.42% |
$118K - $122K
|
12.2K
$1.31M
|
|
|
Apr 26, 2023
Q1 2023
|
Engrave Wealth Partners LLC
|
SELL
|
- |
-1.19K- 12.72% |
$125K - $129K
|
8.19K
$881K
|
|
|
Apr 26, 2023
Q1 2023
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-1.19K- 20.64% |
$125K - $130K
|
4.59K
$494K
|
|
|
May 15, 2023
Q1 2023
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-1.2K- 4.64% |
$126K - $130K
|
24.7K
$2.66M
|
|
|
Apr 18, 2023
Q1 2023
|
Helen Stephens Group, LLC
|
SELL
|
- |
-1.21K- 5.0% |
$127K - $131K
|
22.9K
$2.47M
|
|
|
May 09, 2023
Q1 2023
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-1.34K- 2.17% |
$141K - $146K
|
60.6K
$6.52M
|
|
|
Apr 26, 2023
Q1 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-1.37K- 7.2% |
$144K - $149K
|
17.7K
$1.9M
|
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.37K- 7.46% |
$144K - $149K
|
17K
$1.83M
|
|
|
Apr 10, 2023
Q1 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-1.38K- 6.43% |
$145K - $150K
|
20.1K
$2.16M
|
|
|
May 08, 2023
Q1 2023
|
Sonata Capital Group Inc
|
SELL
|
- |
-1.38K- 13.48% |
$145K - $150K
|
8.87K
$954K
|
|
|
May 03, 2023
Q1 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-1.39K- 11.99% |
$145K - $150K
|
10.2K
$1.09M
|
|
|
May 01, 2023
Q1 2023
|
New Square Capital LLC
|
SELL
|
- |
-1.4K- 2.66% |
$146K - $151K
|
51K
$5.49M
|
|
|
Apr 26, 2023
Q1 2023
|
Paragon Wealth Strategies, LLC
|
SELL
|
- |
-1.42K- 17.73% |
$149K - $154K
|
6.6K
$710K
|
|
|
Apr 06, 2023
Q1 2023
|
Capital Investment Services Of America, Inc.
|
SELL
|
- |
-1.45K- 2.21% |
$152K - $157K
|
64.3K
$6.92M
|
|
|
Aug 09, 2023
Q1 2023
|
Myecfo, LLC
La Jolla, CA |
SELL
|
- |
-1.52K- 2.99% |
$160K - $165K
|
49.3K
$5.3M
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.54K- 15.86% |
$162K - $167K
|
8.17K
$878K
|
|
|
May 12, 2023
Q1 2023
|
Jacobson & Schmitt Advisors, LLC
|
SELL
|
- |
-1.59K- 5.3% |
$167K - $172K
|
28.3K
$3.05M
|
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-1.6K- 86.28% |
$168K - $174K
|
255
$27.4K
|
|
|
Apr 27, 2023
Q1 2023
|
Annex Advisory Services, LLC
|
SELL
|
- |
-1.61K- 1.0% |
$169K - $175K
|
159K
$17.1M
|
|
|
Dec 20, 2023
Q1 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-1.63K- 13.63% |
$172K - $177K
|
10.4K
$1.11M
|
|
|
Apr 28, 2023
Q1 2023
|
Tilson Financial Group, Inc.
New Providence, NJ |
SELL
|
- |
-1.64K- 6.55% |
$172K - $178K
|
23.5K
$2.52M
|
|
|
Apr 20, 2023
Q1 2023
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-1.65K- 32.01% |
$173K - $179K
|
3.5K
$376K
|
|
|
May 12, 2023
Q1 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-1.67K- 50.85% |
$175K - $181K
|
1.62K
$174K
|
|
|
May 11, 2023
Q1 2023
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-1.68K- 0.19% |
$177K - $183K
|
869K
$93.5M
|
|
|
May 11, 2023
Q1 2023
|
Cambria Investment Management, L.P.
|
SELL
|
- |
-1.71K- 12.91% |
$180K - $186K
|
11.5K
$1.24M
|
|
|
May 15, 2023
Q1 2023
|
Anson Capital, Inc.
|
SELL
|
- |
-1.75K- 42.24% |
$183K - $189K
|
2.39K
$257K
|
|
|
Apr 17, 2023
Q1 2023
|
Wealth Cmt
|
SELL
|
- |
-1.75K- 2.27% |
$184K - $190K
|
75.3K
$8.1M
|
|
|
Apr 13, 2023
Q1 2023
|
Hms Capital Management, LLC
|
SELL
|
- |
-1.76K- 42.68% |
$185K - $191K
|
2.37K
$255K
|
|
|
Apr 17, 2023
Q1 2023
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-1.78K- 13.4% |
$187K - $193K
|
11.5K
$1.24M
|
|
|
Apr 26, 2023
Q1 2023
|
First National Trust CO
|
SELL
|
- |
-1.83K- 3.48% |
$192K - $198K
|
50.6K
$5.45M
|
|
|
May 12, 2023
Q1 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-1.85K- 9.44% |
$194K - $200K
|
17.7K
$1.9M
|
|
|
May 15, 2023
Q1 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-1.87K- 10.5% |
$196K - $202K
|
15.9K
$1.71M
|
|
|
May 15, 2023
Q1 2023
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-1.87K- 21.95% |
$196K - $203K
|
6.65K
$715K
|
|
|
May 01, 2023
Q1 2023
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-1.92K- 5.59% |
$202K - $208K
|
32.4K
$3.48M
|
|
|
May 08, 2023
Q1 2023
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-1.92K- 31.66% |
$202K - $208K
|
4.15K
$446K
|
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.96K- 18.72% |
$206K - $213K
|
8.53K
$917K
|
|
|
Apr 21, 2023
Q1 2023
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-1.97K- 4.86% |
$206K - $213K
|
38.5K
$4.14M
|
|
|
May 10, 2023
Q1 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-2.14K- 3.37% |
$225K - $233K
|
61.5K
$6.62M
|
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-2.15K- 6.67% |
$225K - $233K
|
30K
$3.23M
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust CO
|
SELL
|
- |
-2.25KClosed |
$236K - $244K
|
0
$0
|
|
|
Apr 17, 2023
Q1 2023
|
Moller Financial Services
|
SELL
|
- |
-2.29K- 2.87% |
$240K - $248K
|
77.3K
$8.31M
|
|
|
May 15, 2023
Q1 2023
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-2.32K- 36.67% |
$243K - $251K
|
4K
$430K
|
|
|
Apr 26, 2023
Q1 2023
|
Flc Capital Advisors
|
SELL
|
- |
-2.32K- 43.16% |
$243K - $251K
|
3.05K
$328K
|