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 12, 2023
Q1 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-86.2K- 80.86% |
$9.06M - $9.36M
|
20.4K
$2.15M
|
|
|
May 16, 2023
Q1 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-89.6K- 65.27% |
$9.41M - $9.72M
|
47.7K
$5.02M
|
|
|
Nov 13, 2023
Q1 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-89.6K- 65.27% |
$9.41M - $9.72M
|
47.7K
$5.02M
|
|
|
May 12, 2023
Q1 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-92.4K- 67.29% |
$9.7M - $10M
|
44.9K
$4.73M
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-93.9K- 75.13% |
$9.86M - $10.2M
|
31.1K
$3.27M
|
|
|
Apr 19, 2023
Q1 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-101K- 25.88% |
$10.6M - $10.9M
|
289K
$30.4M
|
|
|
May 15, 2023
Q1 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-103K- 17.6% |
$10.8M - $11.1M
|
481K
$50.6M
|
|
|
May 15, 2023
Q1 2023
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-114K- 53.47% |
$11.9M - $12.3M
|
99K
$10.4M
|
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-115K- 13.43% |
$12.1M - $12.5M
|
741K
$78.1M
|
|
|
May 15, 2023
Q1 2023
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-117K- 76.49% |
$12.3M - $12.7M
|
36K
$3.8M
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
SELL
|
- |
-129K- 13.51% |
$13.5M - $14M
|
826K
$87M
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-130K- 85.1% |
$13.7M - $14.2M
|
22.8K
$2.41M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-135K- 17.56% |
$14.1M - $14.6M
|
632K
$66.6M
|
|
|
May 15, 2023
Q1 2023
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-137K- 14.43% |
$14.4M - $14.9M
|
813K
$85.6M
|
|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-144K- 10.35% |
$15.1M - $15.6M
|
1.25M
$131M
|
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-144K- 10.35% |
$15.1M - $15.6M
|
1.25M
$131M
|
|
|
May 10, 2023
Q1 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-160K- 23.87% |
$16.8M - $17.4M
|
511K
$53.8M
|
|
|
May 03, 2023
Q1 2023
|
Calamos Wealth Management LLC
|
SELL
|
- |
-167K- 97.11% |
$17.5M - $18.1M
|
4.97K
$523K
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-167K- 47.07% |
$17.6M - $18.2M
|
188K
$19.8M
|
|
|
Apr 28, 2023
Q1 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-207K- 89.27% |
$21.8M - $22.5M
|
24.9K
$2.63M
|
|
|
May 10, 2023
Q1 2023
|
Citizens Financial Group Inc
|
SELL
|
- |
-214K- 32.44% |
$22.5M - $23.2M
|
445K
$46.9M
|
|
|
May 16, 2023
Q1 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-248K- 53.4% |
$26.1M - $26.9M
|
217K
$22.8M
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-258K- 4.82% |
$27.1M - $28M
|
5.1M
$537M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-292K- 8.27% |
$30.6M - $31.6M
|
3.24M
$341M
|
|
|
Apr 13, 2023
Q1 2023
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-293K- 99.99% |
$30.8M - $31.8M
|
25
$2.63K
|
|
|
Jun 05, 2023
Q1 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-325K- 96.67% |
$34.1M - $35.2M
|
11.2K
$1.18M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-347K- 22.51% |
$36.5M - $37.7M
|
1.2M
$126M
|
|
|
May 11, 2023
Q1 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-360K- 83.52% |
$37.8M - $39.1M
|
71K
$7.48M
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-401K- 6.81% |
$42.1M - $43.5M
|
5.48M
$577M
|
|
|
May 10, 2023
Q1 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-417K- 96.02% |
$43.8M - $45.2M
|
17.3K
$1.82M
|
|
|
Dec 12, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-496K- 12.8% |
$52M - $53.8M
|
3.38M
$356M
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-662K- 7.99% |
$69.5M - $71.8M
|
7.62M
$803M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-665K- 10.52% |
$69.8M - $72.2M
|
5.66M
$596M
|
|
|
May 12, 2023
Q1 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-873K- 47.11% |
$91.6M - $94.7M
|
980K
$103M
|
|
|
May 11, 2023
Q1 2023
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-1.01M- 89.24% |
$106M - $110M
|
122K
$12.9M
|
|
|
May 12, 2023
Q1 2023
|
Gateway Advisory, LLC
Westfield, NJ |
SELL
|
- |
-1.23M- 99.07% |
$129M - $133M
|
11.5K
$1.21M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-3.08M- 13.03% |
$324M - $335M
|
20.6M
$2.17B
|