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 03, 2023
Q1 2023
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-10.9K- 37.93% |
$1.15M - $1.18M
|
17.9K
$1.92M
|
|
|
May 15, 2023
Q1 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-11.2K- 11.24% |
$1.17M - $1.21M
|
88.1K
$9.47M
|
|
|
Apr 17, 2023
Q1 2023
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-11.2K- 57.18% |
$1.18M - $1.22M
|
8.39K
$903K
|
|
|
May 12, 2023
Q1 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-11.5K- 2.54% |
$1.21M - $1.25M
|
441K
$47.5M
|
|
|
Apr 28, 2023
Q1 2023
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-11.6K- 2.41% |
$1.22M - $1.26M
|
470K
$50.6M
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-11.9K- 11.87% |
$1.25M - $1.3M
|
88.6K
$9.53M
|
|
|
May 05, 2023
Q1 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-12.3K- 32.94% |
$1.29M - $1.33M
|
25K
$2.69M
|
|
|
May 12, 2023
Q1 2023
|
Westshore Wealth, LLC
|
SELL
|
- |
-12.7K- 58.67% |
$1.33M - $1.38M
|
8.93K
$960K
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-12.8K- 7.81% |
$1.34M - $1.39M
|
151K
$16.2M
|
|
|
Apr 27, 2023
Q1 2023
|
Regis Management CO LLC
|
SELL
|
- |
-12.9K- 66.49% |
$1.36M - $1.4M
|
6.52K
$701K
|
|
|
May 10, 2023
Q1 2023
|
Occidental Asset Management, LLC
|
SELL
|
- |
-13K- 74.31% |
$1.36M - $1.41M
|
4.48K
$482K
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-13K- 10.67% |
$1.37M - $1.41M
|
109K
$11.7M
|
|
|
May 08, 2023
Q1 2023
|
Hamilton Wealth, LLC
|
SELL
|
- |
-13K- 52.11% |
$1.37M - $1.41M
|
12K
$1.29M
|
|
|
May 04, 2023
Q1 2023
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-13.5K- 8.75% |
$1.42M - $1.47M
|
141K
$15.2M
|
|
|
May 09, 2023
Q1 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-13.6K- 24.14% |
$1.43M - $1.48M
|
42.8K
$4.6M
|
|
|
May 11, 2023
Q1 2023
|
Stone X Group Inc.
|
SELL
|
- |
-13.7K- 54.86% |
$1.43M - $1.48M
|
11.2K
$1.21M
|
|
|
Apr 21, 2023
Q1 2023
|
Forte Asset Management LLC
|
SELL
|
- |
-13.8K- 19.52% |
$1.45M - $1.5M
|
57K
$6.13M
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-13.9K- 9.22% |
$1.46M - $1.51M
|
137K
$14.7M
|
|
|
Apr 17, 2023
Q1 2023
|
Financial Insights, Inc.
|
SELL
|
- |
-14K- 17.73% |
$1.47M - $1.51M
|
64.8K
$6.97M
|
|
|
May 11, 2023
Q1 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-14.6K- 6.4% |
$1.53M - $1.59M
|
214K
$23M
|
|
|
May 04, 2023
Q1 2023
|
Cypress Capital Group
|
SELL
|
- |
-15.6K- 23.91% |
$1.64M - $1.69M
|
49.6K
$5.33M
|
|
|
Aug 16, 2024
Q1 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-15.6K- 30.3% |
$1.64M - $1.7M
|
36K
$3.87M
|
|
|
May 11, 2023
Q1 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-15.7K- 5.88% |
$1.65M - $1.71M
|
252K
$27.1M
|
|
|
May 11, 2023
Q1 2023
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-15.9K- 9.23% |
$1.67M - $1.72M
|
156K
$16.8M
|
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-16.1K- 11.57% |
$1.69M - $1.74M
|
123K
$13.2M
|
|
|
Apr 14, 2023
Q1 2023
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-16.3K- 6.41% |
$1.71M - $1.76M
|
237K
$25.5M
|
|
|
May 09, 2023
Q1 2023
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-17.1K- 27.75% |
$1.79M - $1.85M
|
44.5K
$4.78M
|
|
|
May 08, 2023
Q1 2023
|
Truepoint, Inc.
|
SELL
|
- |
-17.4K- 8.22% |
$1.83M - $1.89M
|
194K
$20.9M
|
|
|
May 03, 2023
Q1 2023
|
Motive Wealth Advisors
|
SELL
|
- |
-17.7K- 32.09% |
$1.85M - $1.91M
|
37.4K
$4.02M
|
|
|
Apr 24, 2023
Q1 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-17.8K- 77.25% |
$1.87M - $1.93M
|
5.24K
$563K
|
|
|
May 15, 2023
Q1 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-17.8K- 40.79% |
$1.87M - $1.93M
|
25.8K
$2.78M
|
|
|
Apr 18, 2023
Q1 2023
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-18.1K- 13.27% |
$1.9M - $1.96M
|
118K
$12.7M
|
|
|
May 12, 2023
Q1 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-18.8K- 27.8% |
$1.98M - $2.04M
|
48.9K
$5.26M
|
|
|
May 04, 2023
Q1 2023
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-19K- 16.27% |
$2M - $2.07M
|
98K
$10.5M
|
|
|
May 08, 2023
Q1 2023
|
Hudock, Inc.
|
SELL
|
- |
-19.9K- 73.07% |
$2.09M - $2.16M
|
7.35K
$790K
|
|
|
May 15, 2023
Q1 2023
|
Laird Norton Trust Company, LLC
|
SELL
|
- |
-20.5K- 6.89% |
$2.15M - $2.22M
|
277K
$29.8M
|
|
|
May 04, 2023
Q1 2023
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-20.6K- 6.73% |
$2.16M - $2.23M
|
285K
$30.7M
|
|
|
May 12, 2023
Q1 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-21K- 2.13% |
$2.21M - $2.28M
|
963K
$104M
|
|
|
Apr 06, 2023
Q1 2023
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-21.8K- 6.65% |
$2.29M - $2.37M
|
307K
$33M
|
|
|
May 11, 2023
Q1 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-22.6K- 73.37% |
$2.37M - $2.45M
|
8.2K
$882K
|
|
|
Jul 22, 2024
Q1 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-23.1K- 37.09% |
$2.43M - $2.51M
|
39.3K
$4.22M
|
|
|
May 02, 2023
Q1 2023
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-23.2K- 87.19% |
$2.43M - $2.51M
|
3.4K
$366K
|
|
|
May 09, 2023
Q1 2023
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-23.8K- 88.79% |
$2.49M - $2.58M
|
3K
$323K
|
|
|
Apr 18, 2023
Q1 2023
|
Sharkey, Howes & Javer
|
SELL
|
- |
-23.9K- 48.1% |
$2.51M - $2.59M
|
25.8K
$2.77M
|
|
|
May 11, 2023
Q1 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-24K- 35.92% |
$2.52M - $2.61M
|
42.9K
$4.61M
|
|
|
May 17, 2023
Q1 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-25.1K- 99.07% |
$2.63M - $2.72M
|
235
$25.3K
|
|
|
May 15, 2023
Q1 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-26.2K- 81.19% |
$2.75M - $2.84M
|
6.06K
$652K
|
|
|
May 11, 2023
Q1 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-26.6K- 66.43% |
$2.8M - $2.89M
|
13.5K
$1.45M
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-26.6K- 4.66% |
$2.8M - $2.89M
|
545K
$58.6M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-27.5K- 3.27% |
$2.89M - $2.98M
|
813K
$87.4M
|