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 03, 2023
Q1 2023
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-27.6K- 15.69% |
$2.89M - $2.99M
|
148K
$15.9M
|
|
|
May 01, 2023
Q1 2023
|
United Bank
Vienna, VA |
SELL
|
- |
-27.9K- 47.4% |
$2.92M - $3.02M
|
30.9K
$3.32M
|
|
|
May 04, 2023
Q1 2023
|
Canal Capital Management, LLC
|
SELL
|
- |
-28.1K- 83.94% |
$2.95M - $3.05M
|
5.38K
$579K
|
|
|
Apr 28, 2023
Q1 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-28.3K- 63.97% |
$2.97M - $3.07M
|
16K
$1.72M
|
|
|
May 15, 2023
Q1 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-28.6K- 55.57% |
$3M - $3.1M
|
22.9K
$2.46M
|
|
|
Apr 28, 2023
Q1 2023
|
Sns Financial Group, LLC
|
SELL
|
- |
-29.3K- 17.56% |
$3.07M - $3.18M
|
137K
$14.8M
|
|
|
Apr 11, 2023
Q1 2023
|
Harbor Group, Inc.
|
SELL
|
- |
-29.6K- 80.94% |
$3.11M - $3.21M
|
6.97K
$750K
|
|
|
Apr 19, 2023
Q1 2023
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-29.8K- 71.52% |
$3.13M - $3.23M
|
11.9K
$1.28M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-30K- 4.91% |
$3.15M - $3.25M
|
580K
$62.4M
|
|
|
May 12, 2023
Q1 2023
|
Regions Financial Corp
|
SELL
|
- |
-30K- 15.8% |
$3.15M - $3.25M
|
160K
$17.2M
|
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-30.9K- 2.61% |
$3.24M - $3.35M
|
1.15M
$124M
|
|
|
May 15, 2023
Q1 2023
|
Okabena Investment Services Inc
Minneapolis, MN |
SELL
|
- |
-30.9K- 86.85% |
$3.24M - $3.35M
|
4.68K
$503K
|
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-31.5K- 79.75% |
$3.31M - $3.42M
|
8K
$861K
|
|
|
May 12, 2023
Q1 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-31.6K- 11.82% |
$3.32M - $3.43M
|
236K
$25.4M
|
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-32.5K- 39.31% |
$3.41M - $3.53M
|
50.2K
$5.4M
|
|
|
May 15, 2023
Q1 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-32.7K- 22.47% |
$3.44M - $3.55M
|
113K
$12.1M
|
|
|
Apr 24, 2023
Q1 2023
|
Mc Adam, LLC
|
SELL
|
- |
-32.9K- 38.49% |
$3.45M - $3.57M
|
52.6K
$5.65M
|
|
|
May 11, 2023
Q1 2023
|
Jones Financial Companies Lllp
|
SELL
|
- |
-33.4K- 3.51% |
$3.51M - $3.63M
|
918K
$98.7M
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-33.9K- 16.53% |
$3.56M - $3.68M
|
171K
$18.4M
|
|
|
Apr 13, 2023
Q1 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-35.8K- 24.82% |
$3.76M - $3.88M
|
108K
$11.7M
|
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-38K- 12.6% |
$3.99M - $4.12M
|
264K
$28.3M
|
|
|
May 09, 2023
Q1 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-38.2K- 7.29% |
$4.01M - $4.15M
|
486K
$52.3M
|
|
|
May 04, 2023
Q1 2023
|
Estate Counselors, LLC
|
SELL
|
- |
-39.5K- 78.76% |
$4.15M - $4.29M
|
10.7K
$1.15M
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-44.2K- 7.24% |
$4.64M - $4.8M
|
567K
$60.9M
|
|
|
Apr 17, 2023
Q1 2023
|
Manning & Napier Group, LLC
|
SELL
|
- |
-46.4K- 10.53% |
$4.87M - $5.04M
|
394K
$42.4M
|
|
|
Apr 26, 2023
Q1 2023
|
Esg Planning
Santa Clara, CA |
SELL
|
- |
-46.9K- 65.39% |
$4.92M - $5.08M
|
24.8K
$2.67M
|
|
|
May 12, 2023
Q1 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-48K- 67.84% |
$5.04M - $5.21M
|
22.8K
$2.45M
|
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-48.8K- 15.96% |
$5.12M - $5.29M
|
257K
$27.6M
|
|
|
Apr 27, 2023
Q1 2023
|
Aspiriant, LLC
|
SELL
|
- |
-51.3K- 25.9% |
$5.38M - $5.56M
|
147K
$15.8M
|
|
|
May 12, 2023
Q1 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-52.3K- 99.79% |
$5.49M - $5.67M
|
108
$11.6K
|
|
|
May 01, 2023
Q1 2023
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-55.6K- 56.74% |
$5.83M - $6.03M
|
42.4K
$4.56M
|
|
|
May 02, 2023
Q1 2023
|
1900 Wealth Management LLC
|
SELL
|
- |
-56.1K- 25.39% |
$5.89M - $6.08M
|
165K
$17.7M
|
|
|
May 12, 2023
Q1 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-58.9K- 56.77% |
$6.18M - $6.39M
|
44.8K
$4.82M
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-60.4K- 4.75% |
$6.34M - $6.55M
|
1.21M
$130M
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-61.5K- 4.95% |
$6.46M - $6.68M
|
1.18M
$127M
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-65.7K- 12.29% |
$6.9M - $7.13M
|
469K
$50.5M
|
|
|
May 11, 2023
Q1 2023
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-66.3K- 91.47% |
$6.96M - $7.19M
|
6.18K
$665K
|
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
SELL
|
- |
-66.5K- 3.36% |
$6.98M - $7.22M
|
1.91M
$206M
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-70K- 13.0% |
$7.35M - $7.59M
|
468K
$50.4M
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-72.4K- 75.95% |
$7.6M - $7.86M
|
22.9K
$2.47M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-77.8K- 18.85% |
$8.17M - $8.44M
|
335K
$36M
|
|
|
May 12, 2023
Q1 2023
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-78.1K- 31.96% |
$8.19M - $8.47M
|
166K
$17.9M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-78.1K- 47.98% |
$8.2M - $8.47M
|
84.7K
$9.11M
|
|
|
May 11, 2023
Q1 2023
|
M&T Bank Corp
|
SELL
|
- |
-81.8K- 31.72% |
$8.59M - $8.87M
|
176K
$18.9M
|
|
|
May 08, 2023
Q1 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-82.1K- 13.29% |
$8.62M - $8.91M
|
536K
$57.6M
|
|
|
May 12, 2023
Q1 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-86.2K- 80.86% |
$9.06M - $9.36M
|
20.4K
$2.2M
|
|
|
May 16, 2023
Q1 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-89.6K- 65.27% |
$9.41M - $9.72M
|
47.7K
$5.13M
|
|
|
Nov 13, 2023
Q1 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-89.6K- 65.27% |
$9.41M - $9.72M
|
47.7K
$5.13M
|
|
|
May 12, 2023
Q1 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-92.4K- 67.29% |
$9.7M - $10M
|
44.9K
$4.83M
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-93.9K- 75.13% |
$9.86M - $10.2M
|
31.1K
$3.34M
|