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 |
|---|---|---|---|---|---|---|---|
|
Jun 27, 2023
Q1 2023
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-5.43K- 14.75% |
$570K - $589K
|
31.4K
$3.37M
|
|
|
May 01, 2023
Q1 2023
|
Csenge Advisory Group
|
SELL
|
- |
-5.43K- 29.3% |
$570K - $589K
|
13.1K
$1.41M
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-5.44K- 16.09% |
$571K - $590K
|
28.4K
$3.05M
|
|
|
Aug 01, 2024
Q1 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-5.51K- 35.54% |
$579K - $598K
|
10K
$1.08M
|
|
|
May 12, 2023
Q1 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-5.6K- 5.97% |
$588K - $607K
|
88.2K
$9.48M
|
|
|
May 05, 2023
Q1 2023
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-5.65K- 8.07% |
$593K - $613K
|
64.3K
$6.92M
|
|
|
May 22, 2023
Q1 2023
|
Aspireon Wealth Advisors
|
SELL
|
- |
-5.72K- 39.77% |
$601K - $621K
|
8.66K
$932K
|
|
|
Oct 02, 2024
Q1 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-6.1K- 11.98% |
$641K - $662K
|
44.8K
$4.83M
|
|
|
Apr 28, 2023
Q1 2023
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-6.24K- 73.23% |
$655K - $677K
|
2.28K
$245K
|
|
|
Apr 18, 2023
Q1 2023
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-6.27K- 66.73% |
$658K - $680K
|
3.13K
$336K
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO
|
SELL
|
- |
-6.31K- 15.11% |
$663K - $685K
|
35.5K
$3.82M
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-6.38K- 63.11% |
$669K - $692K
|
3.73K
$401K
|
|
|
May 15, 2023
Q1 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-6.43K- 12.14% |
$675K - $697K
|
46.5K
$5M
|
|
|
May 10, 2023
Q1 2023
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-6.46K- 30.25% |
$678K - $700K
|
14.9K
$1.6M
|
|
|
May 10, 2023
Q1 2023
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-6.46K- 43.22% |
$678K - $701K
|
8.49K
$913K
|
|
|
May 08, 2023
Q1 2023
|
Tfc Financial Management
|
SELL
|
- |
-6.47K- 90.84% |
$679K - $701K
|
652
$70.2K
|
|
|
May 15, 2023
Q1 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-6.48K- 19.99% |
$681K - $703K
|
25.9K
$2.79M
|
|
|
Apr 18, 2023
Q1 2023
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-6.72K- 8.67% |
$705K - $729K
|
70.8K
$7.61M
|
|
|
Apr 06, 2023
Q1 2023
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-6.93K- 29.83% |
$728K - $752K
|
16.3K
$1.75M
|
|
|
Apr 12, 2023
Q1 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-7.08K- 5.42% |
$743K - $768K
|
124K
$13.3M
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-7.17K- 12.86% |
$752K - $777K
|
48.5K
$5.22M
|
|
|
Nov 21, 2023
Q1 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-7.21K- 46.8% |
$757K - $783K
|
8.2K
$882K
|
|
|
May 10, 2023
Q1 2023
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-7.34K- 24.4% |
$771K - $797K
|
22.8K
$2.45M
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-7.4K- 29.05% |
$777K - $803K
|
18.1K
$1.95M
|
|
|
Oct 19, 2023
Q1 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-7.54K- 23.6% |
$792K - $818K
|
24.4K
$2.63M
|
|
|
Jan 16, 2024
Q1 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-7.54K- 23.6% |
$792K - $818K
|
24.4K
$2.63M
|
|
|
Apr 18, 2023
Q1 2023
|
Parkside Investments, LLC
|
SELL
|
- |
-7.55K- 4.41% |
$793K - $819K
|
164K
$17.6M
|
|
|
Apr 20, 2023
Q1 2023
|
Private Ocean, LLC
|
SELL
|
- |
-7.58K- 5.33% |
$795K - $822K
|
135K
$14.5M
|
|
|
May 12, 2023
Q1 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-7.59K- 43.94% |
$797K - $824K
|
9.68K
$1.04M
|
|
|
Apr 13, 2023
Q1 2023
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-7.64K- 55.92% |
$802K - $828K
|
6.02K
$648K
|
|
|
Apr 28, 2023
Q1 2023
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-7.73K- 23.44% |
$811K - $838K
|
25.2K
$2.71M
|
|
|
May 17, 2023
Q1 2023
|
Apexium Financial, LP
|
SELL
|
- |
-7.77K- 20.5% |
$815K - $842K
|
30.1K
$3.24M
|
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-7.9K- 2.08% |
$830K - $857K
|
373K
$40.1M
|
|
|
May 01, 2023
Q1 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-8.36K- 56.54% |
$878K - $907K
|
6.43K
$692K
|
|
|
Apr 20, 2023
Q1 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-8.38K- 3.85% |
$880K - $909K
|
210K
$22.5M
|
|
|
May 15, 2023
Q1 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-8.52K- 26.28% |
$895K - $925K
|
23.9K
$2.57M
|
|
|
Apr 18, 2023
Q1 2023
|
First Hawaiian Bank
|
SELL
|
- |
-8.57K- 26.45% |
$900K - $930K
|
23.8K
$2.56M
|
|
|
May 08, 2023
Q1 2023
|
Kanawha Capital Management LLC
|
SELL
|
- |
-8.6K- 69.2% |
$903K - $933K
|
3.83K
$412K
|
|
|
Apr 19, 2023
Q1 2023
|
Lake Hills Wealth Management, LLC
|
SELL
|
- |
-8.63K- 55.02% |
$906K - $936K
|
7.06K
$759K
|
|
|
Apr 20, 2023
Q1 2023
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-8.85K- 69.77% |
$929K - $960K
|
3.84K
$413K
|
|
|
Apr 10, 2023
Q1 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-9.01K- 18.48% |
$946K - $977K
|
39.7K
$4.27M
|
|
|
May 15, 2023
Q1 2023
|
Detalus Advisors, LLC
|
SELL
|
- |
-9.38K- 16.87% |
$985K - $1.02M
|
46.2K
$4.97M
|
|
|
Apr 24, 2023
Q1 2023
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-9.43K- 73.14% |
$990K - $1.02M
|
3.46K
$373K
|
|
|
May 15, 2023
Q1 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-9.59K- 2.76% |
$1.01M - $1.04M
|
338K
$36.3M
|
|
|
May 03, 2023
Q1 2023
|
Tfo Tdc, LLC
|
SELL
|
- |
-9.69K- 87.17% |
$1.02M - $1.05M
|
1.43K
$153K
|
|
|
Apr 18, 2023
Q1 2023
|
Affiance Financial, LLC
|
SELL
|
- |
-9.9K- 79.3% |
$1.04M - $1.07M
|
2.59K
$278K
|
|
|
Apr 13, 2023
Q1 2023
|
Veery Capital, LLC
|
SELL
|
- |
-9.91K- 12.94% |
$1.04M - $1.07M
|
66.7K
$7.17M
|
|
|
May 04, 2023
Q1 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-10.1K- 3.35% |
$1.06M - $1.09M
|
290K
$31.2M
|
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-10.1K- 76.12% |
$1.06M - $1.1M
|
3.18K
$342K
|
|
|
May 11, 2023
Q1 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-10.3K- 31.42% |
$1.08M - $1.11M
|
22.4K
$2.41M
|