Purchases and Sales Made in Q1 2023 in Ishares National Muni Bond ETF (MUB)

MUB Quotes by TradingView

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 11, 2023 Q1 2023
Parcion Private Wealth LLC

Bellevue, WA
BUY
 -
10.3K
+ 6.99%
$1.09M - $1.12M
158K $17M
Sep 12, 2023 Q1 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
10.3K
+ 49.33%
$1.08M - $1.11M
31.1K $3.34M
Jun 27, 2023 Q1 2023
Narus Financial Partners, LLC

Salt Lake City, UT
BUY
 -
10.3K
New
$1.08M - $1.11M
10.3K $1.1M
Jun 17, 2024 Q1 2023
Traphagen Investment Advisors LLC

Oradell, NJ
BUY
 -
10K
+ 21.11%
$1.05M - $1.09M
57.5K $6.18M
Apr 27, 2023 Q1 2023
Sawtooth Solutions, LLC

BUY
 -
9.91K
New
$1.04M - $1.08M
9.91K $1.07M
Apr 25, 2023 Q1 2023
Adviser Investments LLC

BUY
 -
9.9K
+ 1.78%
$1.04M - $1.07M
567K $61M
Apr 28, 2023 Q1 2023
Avantax Advisory Services, Inc.

BUY
 -
9.87K
+ 1.71%
$1.04M - $1.07M
587K $63.2M
May 12, 2023 Q1 2023
Alley Investment Management Company, LLC

BUY
 -
9.86K
+ 10.43%
$1.03M - $1.07M
104K $11.2M
May 01, 2023 Q1 2023
Crestone Asset Management LLC

BUY
 -
9.64K
New
$1.01M - $1.05M
9.64K $1.04M
May 12, 2023 Q1 2023
Crewe Advisors LLC

BUY
 -
9.52K
+ 55.42%
$1M - $1.03M
26.7K $2.87M
May 11, 2023 Q1 2023
Aletheian Wealth Advisors LLC

BUY
 -
9.41K
+ 31.6%
$988K - $1.02M
39.2K $4.22M
May 15, 2023 Q1 2023
Qube Research & Technologies LTD

London, X0
BUY
 -
9.22K
New
$967K - $1M
9.22K $992K
May 09, 2023 Q1 2023
Wedbush Securities Inc

BUY
 -
9.16K
+ 51.12%
$961K - $993K
27.1K $2.91M
Apr 14, 2023 Q1 2023
Sofi Wealth, LLC

BUY
 -
9.09K
+ 2.56%
$954K - $986K
364K $39.2M
Oct 09, 2024 Q1 2023
Martel Wealth Advisors Inc

Vancouver, WA
BUY
 -
8.99K
+ 13.49%
$944K - $975K
75.6K $8.14M
May 12, 2023 Q1 2023
Mariner, LLC

Overland Park, KS
BUY
 -
8.91K
+ 0.71%
$935K - $966K
1.26M $136M
Apr 24, 2023 Q1 2023
Fsm Wealth Advisors, LLC

Cleveland, OH
BUY
 -
8.75K
+ 30.68%
$918K - $949K
37.3K $4.01M
May 15, 2023 Q1 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
8.73K
+ 10.66%
$916K - $947K
90.6K $9.75M
Apr 04, 2023 Q1 2023
Garrett Investment Advisors LLC

BUY
 -
8.72K
+ 14.3%
$916K - $946K
69.8K $7.51M
May 02, 2023 Q1 2023
Inscription Capital, LLC

Houston, TX
BUY
 -
8.6K
+ 69.91%
$902K - $932K
20.9K $2.25M
May 11, 2023 Q1 2023
Regal Investment Advisors LLC

Kentwood, MI
BUY
 -
8.52K
+ 15.36%
$895K - $924K
64K $6.88M
Apr 25, 2023 Q1 2023
Parallel Advisors, LLC

BUY
 -
8.4K
+ 86.86%
$882K - $912K
18.1K $1.95M
May 11, 2023 Q1 2023
Summit Wealth & Retirement Planning, Inc.

BUY
 -
8.2K
+ 17.38%
$861K - $890K
55.4K $5.96M
Apr 26, 2023 Q1 2023
Financial Life Advisors

BUY
 -
8.13K
+ 30.06%
$853K - $881K
35.2K $3.78M
Apr 26, 2023 Q1 2023
Chicago Partners Investment Group LLC

BUY
 -
8.09K
+ 26.27%
$850K - $878K
38.9K $4.19M
Apr 12, 2023 Q1 2023
Lion Street Advisors, LLC

BUY
 -
7.88K
New
$827K - $854K
7.88K $847K
May 15, 2023 Q1 2023
Balyasny Asset Management LLC

Chicago, IL
BUY
 -
7.82K
New
$821K - $849K
7.82K $842K
Apr 20, 2023 Q1 2023
Midwest Financial Group LLC

Overland Park, KS
BUY
 -
7.81K
New
$819K - $847K
7.81K $840K
May 11, 2023 Q1 2023
Brown Brothers Harriman & CO

New York, NY
BUY
 -
7.8K
+ 1370.83%
$819K - $846K
8.37K $901K
Apr 14, 2023 Q1 2023
Arden Trust CO

BUY
 -
7.78K
+ 19.38%
$817K - $844K
47.9K $5.16M
May 05, 2023 Q1 2023
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
7.72K
+ 5.58%
$811K - $838K
146K $15.7M
May 10, 2023 Q1 2023
Bip Wealth, LLC

Atlanta, GA
BUY
 -
7.69K
New
$808K - $835K
7.69K $828K
May 15, 2023 Q1 2023
Creative Planning

Overland Park, KS
BUY
 -
7.69K
+ 0.08%
$807K - $834K
10M $1.08B
May 08, 2023 Q1 2023
Fiducient Advisors LLC

BUY
 -
7.54K
New
$791K - $818K
7.54K $811K
May 03, 2023 Q1 2023
Legacy Financial Advisors, Inc.

BUY
 -
7.5K
+ 5.61%
$787K - $813K
141K $15.2M
May 11, 2023 Q1 2023
Dorsey & Whitney Trust CO LLC

Sioux Falls, SD
BUY
 -
7.45K
+ 221.97%
$782K - $808K
10.8K $1.16M
Apr 28, 2023 Q1 2023
Lws Wealth Advisors, Inc.

BUY
 -
7.42K
+ 216.76%
$779K - $805K
10.8K $1.17M
Apr 14, 2023 Q1 2023
Ae Wealth Management LLC

BUY
 -
7.24K
+ 1.51%
$760K - $785K
488K $52.5M
May 02, 2023 Q1 2023
Venturi Wealth Management, LLC

Austin, TX
BUY
 -
7.24K
+ 9.4%
$760K - $785K
84.2K $9.06M
May 15, 2023 Q1 2023
Israel Englander Millennium Management LLC | New York, Ny
BUY
 -
7.22K
+ 39.7%
$758K - $784K
25.4K $2.74M
Apr 10, 2023 Q1 2023
Dynamic Advisor Solutions LLC

BUY
 -
7.19K
+ 31.99%
$755K - $780K
29.7K $3.19M
May 15, 2023 Q1 2023
High Falls Advisors, Inc

Rochester, NY
BUY
 -
7.17K
+ 13.47%
$753K - $778K
60.4K $6.5M
May 02, 2023 Q1 2023
Great Valley Advisor Group, Inc.

BUY
 -
7.16K
+ 3.06%
$752K - $777K
241K $26M
Apr 10, 2023 Q1 2023
Bms Financial Advisors, LLC

BUY
 -
7.14K
+ 77.63%
$750K - $775K
16.3K $1.76M
May 15, 2023 Q1 2023
Certified Advisory Corp

Altamonte Springs, FL
BUY
 -
6.98K
New
$733K - $758K
6.98K $751K
May 15, 2023 Q1 2023
Dravo Bay LLC

Wilmington, DE
BUY
 -
6.94K
+ 18.71%
$728K - $752K
44K $4.74M
May 10, 2023 Q1 2023
Brandywine Oak Private Wealth LLC

BUY
 -
6.86K
+ 10.69%
$720K - $744K
71.1K $7.65M
Apr 10, 2023 Q1 2023
Lpwm LLC

Minneapolis, MN
BUY
 -
6.86K
+ 53.51%
$720K - $744K
19.7K $2.12M
May 01, 2023 Q1 2023
Horan Capital Advisors, Llc.

Cincinnati, OH
BUY
 -
6.78K
New
$712K - $735K
6.78K $729K

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