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
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-2.32K- 36.67% |
$243K - $251K
|
4K
$421K
|
|
|
Apr 26, 2023
Q1 2023
|
Flc Capital Advisors
|
SELL
|
- |
-2.32K- 43.16% |
$243K - $251K
|
3.05K
$321K
|
|
|
May 05, 2023
Q1 2023
|
Horizon Family Wealth, Inc.
|
SELL
|
- |
-2.33K- 17.62% |
$245K - $253K
|
10.9K
$1.15M
|
|
|
May 15, 2023
Q1 2023
|
Family Management Corp
New York, NY |
SELL
|
- |
-2.34K- 89.18% |
$246K - $254K
|
284
$29.9K
|
|
|
May 08, 2023
Q1 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-2.4K- 87.95% |
$251K - $260K
|
328
$34.5K
|
|
|
May 15, 2023
Q1 2023
|
Avalon Investment & Advisory
Houston, TX |
SELL
|
- |
-2.44K- 17.52% |
$256K - $265K
|
11.5K
$1.21M
|
|
|
May 03, 2023
Q1 2023
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-2.47K- 29.9% |
$259K - $267K
|
5.78K
$608K
|
|
|
May 08, 2023
Q1 2023
|
Investment Partners, Ltd.
|
SELL
|
- |
-2.47K- 7.03% |
$259K - $268K
|
32.7K
$3.44M
|
|
|
May 01, 2023
Q1 2023
|
Sage Financial Management Group, Inc.
|
SELL
|
- |
-2.48K- 22.72% |
$261K - $269K
|
8.45K
$889K
|
|
|
May 15, 2023
Q1 2023
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-2.62K- 8.22% |
$275K - $285K
|
29.3K
$3.08M
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-2.63K- 92.19% |
$277K - $286K
|
223
$23.5K
|
|
|
Apr 12, 2023
Q1 2023
|
Rda Financial Network
|
SELL
|
- |
-2.65K- 31.08% |
$278K - $287K
|
5.87K
$617K
|
|
|
May 10, 2023
Q1 2023
|
Amg National Trust Bank
|
SELL
|
- |
-2.67K- 2.2% |
$281K - $290K
|
119K
$12.5M
|
|
|
Apr 19, 2023
Q1 2023
|
Old National Bancorp
|
SELL
|
- |
-2.78K- 9.53% |
$292K - $301K
|
26.4K
$2.77M
|
|
|
May 11, 2023
Q1 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-2.81K- 4.02% |
$295K - $305K
|
67.2K
$7.06M
|
|
|
May 12, 2023
Q1 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-2.88K- 22.53% |
$302K - $313K
|
9.91K
$1.04M
|
|
|
May 09, 2023
Q1 2023
|
Archer Investment Corp
|
SELL
|
- |
-2.93K- 94.45% |
$307K - $318K
|
172
$18.1K
|
|
|
May 10, 2023
Q1 2023
|
Grove Bank & Trust
|
SELL
|
- |
-2.94K- 4.81% |
$309K - $319K
|
58.2K
$6.12M
|
|
|
Jan 29, 2025
Q1 2023
|
Sage Private Wealth Group, LLC
|
SELL
|
- |
-2.94K- 3.21% |
$309K - $319K
|
88.7K
$9.33M
|
|
|
Apr 20, 2023
Q1 2023
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-2.96K- 8.31% |
$311K - $321K
|
32.6K
$3.43M
|
|
|
May 11, 2023
Q1 2023
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-2.97K- 2.93% |
$312K - $323K
|
98.4K
$10.3M
|
|
|
May 15, 2023
Q1 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-2.98K- 4.23% |
$312K - $323K
|
67.3K
$7.08M
|
|
|
Apr 21, 2023
Q1 2023
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-3K- 10.96% |
$314K - $325K
|
24.3K
$2.56M
|
|
|
May 05, 2023
Q1 2023
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-3.01K- 7.68% |
$316K - $327K
|
36.3K
$3.81M
|
|
|
May 11, 2023
Q1 2023
|
Private Capital Management LLC
|
SELL
|
- |
-3.07K- 45.81% |
$322K - $333K
|
3.63K
$382K
|
|
|
May 16, 2023
Q1 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-3.1K- 46.17% |
$326K - $336K
|
3.62K
$380K
|
|
|
Dec 13, 2024
Q1 2023
|
Smart Wealth LLC
Omaha, NE |
SELL
|
- |
-3.14K- 45.31% |
$330K - $341K
|
3.79K
$399K
|
|
|
Apr 20, 2023
Q1 2023
|
Unique Wealth, LLC
Tampa, FL |
SELL
|
- |
-3.15K- 3.96% |
$331K - $342K
|
76.5K
$8.04M
|
|
|
May 01, 2023
Q1 2023
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-3.16K- 11.58% |
$332K - $343K
|
24.1K
$2.54M
|
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-3.16K- 4.19% |
$332K - $343K
|
72.3K
$7.61M
|
|
|
Apr 25, 2023
Q1 2023
|
Qp Wealth Management, LLC
|
SELL
|
- |
-3.18K- 44.73% |
$334K - $345K
|
3.93K
$413K
|
|
|
May 04, 2023
Q1 2023
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-3.63K- 7.7% |
$381K - $393K
|
43.5K
$4.58M
|
|
|
Apr 19, 2023
Q1 2023
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-3.63K- 9.95% |
$381K - $394K
|
32.9K
$3.46M
|
|
|
May 12, 2023
Q1 2023
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-3.68K- 24.0% |
$386K - $399K
|
11.6K
$1.22M
|
|
|
Apr 18, 2023
Q1 2023
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-3.69K- 28.93% |
$387K - $400K
|
9.06K
$953K
|
|
|
May 12, 2023
Q1 2023
|
Private Portfolio Partners LLC
|
SELL
|
- |
-3.72K- 37.78% |
$391K - $404K
|
6.13K
$644K
|
|
|
Apr 21, 2023
Q1 2023
|
Trust CO Of Virginia
|
SELL
|
- |
-4.2K- 28.72% |
$441K - $456K
|
10.4K
$1.1M
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-4.26K- 3.38% |
$447K - $462K
|
122K
$12.8M
|
|
|
May 15, 2023
Q1 2023
|
Liquid Strategies, LLC
Atlanta, GA |
SELL
|
- |
-4.35K- 3.27% |
$457K - $472K
|
129K
$13.5M
|
|
|
Apr 20, 2023
Q1 2023
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-4.38K- 4.49% |
$460K - $475K
|
93.1K
$9.79M
|
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-4.5K- 3.51% |
$472K - $488K
|
124K
$13M
|
|
|
May 09, 2023
Q1 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-4.57K- 7.86% |
$480K - $496K
|
53.6K
$5.64M
|
|
|
Apr 11, 2023
Q1 2023
|
Olio Financial Planning
|
SELL
|
- |
-4.59K- 26.56% |
$482K - $498K
|
12.7K
$1.34M
|
|
|
May 15, 2023
Q1 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-4.61K- 32.11% |
$484K - $500K
|
9.75K
$1.03M
|
|
|
May 01, 2023
Q1 2023
|
Gen Trust, LLC
|
SELL
|
- |
-4.7K- 4.77% |
$493K - $510K
|
93.8K
$9.87M
|
|
|
Feb 28, 2024
Q1 2023
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-4.77K- 19.26% |
$501K - $518K
|
20K
$2.1M
|
|
|
May 03, 2023
Q1 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-4.92K- 19.44% |
$517K - $534K
|
20.4K
$2.15M
|
|
|
May 02, 2023
Q1 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-4.94K- 1.23% |
$519K - $536K
|
396K
$41.7M
|
|
|
Apr 07, 2023
Q1 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-5.02K- 27.22% |
$527K - $545K
|
13.4K
$1.41M
|
|
|
Apr 19, 2023
Q1 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-5.07K- 5.99% |
$533K - $550K
|
79.6K
$8.38M
|