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 04, 2023 Q1 2023
Us Financial Advisors, LLC

Braintree, MA
BUY
 -
4.15K
New
$436K - $450K
4.15K $447K
Apr 11, 2023 Q1 2023
Telemus Capital, LLC

BUY
 -
4.12K
+ 67.4%
$433K - $447K
10.2K $1.1M
Apr 19, 2023 Q1 2023
Hengehold Capital Management LLC

BUY
 -
4.12K
+ 6.75%
$433K - $447K
65.2K $7.01M
May 05, 2023 Q1 2023
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors

Westlake, OH
BUY
 -
4.06K
+ 140.83%
$426K - $440K
6.94K $746K
Apr 22, 2024 Q1 2023
Ashton Thomas Private Wealth, LLC

Scottsdale, AZ
BUY
 -
4.06K
+ 50.96%
$426K - $440K
12K $1.29M
May 15, 2023 Q1 2023
Belpointe Asset Management LLC

BUY
 -
3.97K
+ 20.05%
$417K - $431K
23.8K $2.56M
May 05, 2023 Q1 2023
Juncture Wealth Strategies, LLC

BUY
 -
3.91K
+ 21.43%
$411K - $424K
22.2K $2.38M
May 05, 2023 Q1 2023
Global Retirement Partners, LLC

BUY
 -
3.83K
+ 19.72%
$402K - $415K
23.2K $2.5M
May 09, 2023 Q1 2023
Seaside Wealth Management, Inc.

Carlsbad, CA
BUY
 -
3.82K
+ 6.44%
$401K - $414K
63.1K $6.79M
Apr 20, 2023 Q1 2023
Patriot Financial Group Insurance Agency, LLC

BUY
 -
3.79K
New
$398K - $411K
3.79K $407K
Apr 28, 2023 Q1 2023
Advisor Net Financial, Inc

BUY
 -
3.75K
+ 14.36%
$393K - $407K
29.8K $3.21M
May 11, 2023 Q1 2023
Cv Advisors LLC

Aventura, FL
BUY
 -
3.74K
New
$393K - $406K
3.74K $403K
May 15, 2023 Q1 2023
Baker Avenue Asset Management, LP

BUY
 -
3.73K
+ 25.23%
$392K - $405K
18.5K $1.99M
Apr 14, 2023 Q1 2023
Safir Wealth Advisors, LLC

BUY
 -
3.72K
+ 36.07%
$390K - $403K
14K $1.51M
Apr 26, 2023 Q1 2023
Highview Capital Management LLC

BUY
 -
3.61K
+ 76.83%
$379K - $392K
8.31K $894K
May 15, 2023 Q1 2023
Meeder Asset Management Inc

BUY
 -
3.6K
+ 10.39%
$378K - $390K
38.2K $4.11M
Apr 28, 2023 Q1 2023
Strategic Blueprint, LLC

Atlanta, GA
BUY
 -
3.59K
+ 18.75%
$377K - $390K
22.7K $2.45M
May 15, 2023 Q1 2023
Clifford Group, LLC

Wayland, MA
BUY
 -
3.55K
+ 11.58%
$373K - $385K
34.2K $3.68M
Apr 21, 2023 Q1 2023
Baldwin Brothers LLC

BUY
 -
3.51K
New
$369K - $381K
3.51K $378K
May 12, 2023 Q1 2023
Orin Green Financial, LLC

BUY
 -
3.43K
+ 3.85%
$360K - $372K
92.6K $9.96M
Apr 11, 2023 Q1 2023
Chesley Taft & Associates LLC

BUY
 -
3.39K
+ 2.35%
$356K - $368K
148K $15.9M
May 15, 2023 Q1 2023
Zacks Investment Management

Chicago, IL
BUY
 -
3.37K
New
$354K - $366K
3.37K $363K
Apr 12, 2023 Q1 2023
Flagship Harbor Advisors, LLC

BUY
 -
3.32K
+ 57.94%
$349K - $360K
9.06K $974K
Apr 17, 2023 Q1 2023
Colton Groome Financial Advisors, LLC

BUY
 -
3.32K
+ 44.1%
$348K - $360K
10.8K $1.17M
Apr 24, 2023 Q1 2023
Alesco Advisors LLC

Pittsford, NY
BUY
 -
3.16K
+ 2.92%
$332K - $343K
111K $12M
May 11, 2023 Q1 2023
Jordan Park Group LLC

BUY
 -
3.16K
New
$332K - $343K
3.16K $340K
May 17, 2023 Q1 2023
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
3.13K
+ 2.08%
$328K - $339K
153K $16.5M
Apr 11, 2023 Q1 2023
Pure Financial Advisors, LLC

BUY
 -
3.12K
+ 12.65%
$327K - $338K
27.8K $2.99M
May 01, 2023 Q1 2023
Aquire Wealth Advisors, LLC

BUY
 -
3.11K
+ 4.65%
$326K - $337K
69.8K $7.51M
May 05, 2023 Q1 2023
Cullen/Frost Bankers, Inc.

BUY
 -
3.07K
+ 603.94%
$322K - $333K
3.58K $385K
May 15, 2023 Q1 2023
Conservest Capital Advisors, Inc.

BUY
 -
3.01K
New
$316K - $327K
3.01K $324K
May 12, 2023 Q1 2023
Godshalk Welsh Capital Management, Inc.

Radnor, PA
BUY
 -
3K
New
$315K - $325K
3K $323K
May 04, 2023 Q1 2023
Brio Consultants, LLC

BUY
 -
3K
+ 7.15%
$315K - $325K
44.9K $4.83M
Apr 14, 2023 Q1 2023
Capital Advisors Wealth Management, LLC

BUY
 -
2.97K
+ 7.64%
$312K - $323K
41.9K $4.5M
May 12, 2023 Q1 2023
Prio Wealth Limited Partnership

Boston, MA
BUY
 -
2.97K
New
$312K - $322K
2.97K $319K
May 02, 2023 Q1 2023
Diversified Portfolios, Inc.

Bloomfield Hills, MI
BUY
 -
2.94K
+ 31.2%
$308K - $318K
12.3K $1.33M
Apr 12, 2023 Q1 2023
Trinity Wealth Management, LLC

BUY
 -
2.93K
+ 7.43%
$308K - $318K
42.3K $4.55M
Apr 27, 2023 Q1 2023
Channel Wealth LLC

Santa Barbara, CA
BUY
 -
2.88K
New
$302K - $313K
2.88K $310K
May 04, 2023 Q1 2023
Little House Capital LLC

Braintree, MA
BUY
 -
2.85K
+ 53.34%
$300K - $310K
8.21K $882K
Apr 12, 2023 Q1 2023
One Advisory Partners, LLC

BUY
 -
2.84K
+ 6.1%
$298K - $308K
49.5K $5.32M
May 12, 2023 Q1 2023
Argent Trust CO

Nashville, TN
BUY
 -
2.8K
+ 47.6%
$294K - $304K
8.68K $933K
May 10, 2023 Q1 2023
Nilsine Partners, LLC

Greenwood Village, CO
BUY
 -
2.79K
New
$293K - $302K
2.79K $300K
Apr 21, 2023 Q1 2023
Sandbox Financial Partners, LLC

Bethesda, MD
BUY
 -
2.78K
+ 41.01%
$292K - $301K
9.55K $1.03M
May 10, 2023 Q1 2023
Legacy Financial Strategies, LLC

Leawood, KS
BUY
 -
2.74K
+ 18.78%
$288K - $297K
17.3K $1.86M
May 11, 2023 Q1 2023
Cambridge Investment Research Advisors, Inc.

BUY
 -
2.74K
+ 1.22%
$288K - $297K
227K $24.4M
May 17, 2023 Q1 2023
Providence Capital Advisors, LLC

Charlotte, NC
BUY
 -
2.72K
+ 12.01%
$285K - $295K
25.3K $2.72M
Apr 12, 2023 Q1 2023
Oxinas Partners Wealth Management LLC

BUY
 -
2.7K
New
$283K - $293K
2.7K $290K
May 15, 2023 Q1 2023
Lazard Asset Management LLC

New York, NY
BUY
 -
2.68K
+ 3.31%
$281K - $291K
83.5K $8.98M
May 09, 2023 Q1 2023
Wealth Advisors Of Iowa, LLC

BUY
 -
2.67K
+ 27.2%
$280K - $290K
12.5K $1.34M

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