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 12, 2023 Q1 2023
Financial Architects, Inc

Marlton, NJ
BUY
 -
1.16K
+ 4.48%
$122K - $126K
27.1K $2.92M
May 15, 2023 Q1 2023
Syntegra Private Wealth Group, LLC

Chesterfield, MO
BUY
 -
1.15K
+ 9.85%
$120K - $124K
12.8K $1.38M
May 12, 2023 Q1 2023
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
1.14K
+ 3.13%
$120K - $124K
37.6K $4.04M
Apr 06, 2023 Q1 2023
Bromfield Sneider Wealth Advisors

BUY
 -
1.13K
+ 2.05%
$118K - $122K
56.2K $6.05M
May 08, 2023 Q1 2023
Laurel Wealth Advisors LLC

Charlotte, NC
BUY
 -
1.12K
+ 8.13%
$118K - $122K
14.9K $1.61M
May 12, 2023 Q1 2023
Clearbridge Investments, LLC

New York, NY
BUY
 -
1.12K
+ 2.75%
$118K - $122K
41.9K $4.51M
Apr 18, 2023 Q1 2023
West Financial Advisors, LLC

BUY
 -
1.11K
+ 19.88%
$117K - $121K
6.72K $723K
May 02, 2023 Q1 2023
Firethorn Wealth Partners, LLC

BUY
 -
1.11K
+ 21.94%
$117K - $121K
6.19K $666K
Nov 17, 2023 Q1 2023
Granite Harbor Advisors, Inc.

Houston, TX
BUY
 -
1.11K
+ 2.33%
$117K - $121K
48.8K $5.26M
May 04, 2023 Q1 2023
Meridian Wealth Partners, LLC

Blue Bell, PA
BUY
 -
1.11K
+ 0.38%
$117K - $120K
296K $31.8M
Apr 28, 2023 Q1 2023
Salomon & Ludwin, LLC

BUY
 -
1.1K
+ 42.85%
$115K - $119K
3.67K $395K
May 03, 2023 Q1 2023
Family Asset Management, LLC

Charleston, SC
BUY
 -
1.09K
+ 45.21%
$114K - $118K
3.5K $376K
May 09, 2023 Q1 2023
Glenview Trust CO

Louisville, KY
BUY
 -
1.07K
+ 24.63%
$113K - $116K
5.43K $584K
Apr 05, 2023 Q1 2023
Weitzel Financial Services, Inc.

BUY
 -
1.07K
+ 1.52%
$112K - $116K
71.3K $7.68M
May 12, 2023 Q1 2023
O'Dell Group, LLC

Cincinnati, OH
BUY
 -
1K
+ 15.16%
$105K - $109K
7.62K $820K
May 15, 2023 Q1 2023
M Holdings Securities, Inc.

Portland, OR
BUY
 -
1K
+ 22.94%
$105K - $108K
5.36K $577K
Apr 07, 2023 Q1 2023
Mission Wealth Management, LP

BUY
 -
989
+ 3.86%
$104K - $107K
26.6K $2.86M
May 09, 2023 Q1 2023
Paulson Wealth Management Inc.

BUY
 -
989
+ 4.17%
$104K - $107K
24.7K $2.66M
Apr 26, 2023 Q1 2023
Rfp Financial Group LLC

Atlanta, GA
BUY
 -
920
+ 1.53%
$96.6K - $99.8K
61.1K $6.58M
May 12, 2023 Q1 2023
Alpha Centric Advisors LLC

San Juan, PR
BUY
 -
914
New
$96K - $99.2K
914 $98.3K
Apr 07, 2023 Q1 2023
Cypress Wealth Services, LLC

BUY
 -
903
+ 5.33%
$94.8K - $98K
17.9K $1.92M
Apr 13, 2023 Q1 2023
Householder Group Estate & Retirement Specialist, LLC

BUY
 -
890
New
$93.4K - $96.6K
890 $95.8K
May 05, 2023 Q1 2023
Financial Connections Group, Inc.

BUY
 -
877
New
$92.1K - $95.1K
877 $94.4K
May 05, 2023 Q1 2023
Bernardo Wealth Planning LLC

BUY
 -
877
+ 8.75%
$92.1K - $95.1K
10.9K $1.17M
Apr 21, 2023 Q1 2023
Wesbanco Bank Inc

BUY
 -
861
+ 0.75%
$90.4K - $93.4K
116K $12.5M
Apr 06, 2023 Q1 2023
Consilio Wealth Advisors, LLC

BUY
 -
833
+ 4.68%
$87.5K - $90.4K
18.6K $2M
May 17, 2023 Q1 2023
Centaurus Financial, Inc.

BUY
 -
796
+ 15.36%
$83.6K - $86.4K
5.98K $643K
Apr 13, 2023 Q1 2023
Paragon Capital Management LTD

BUY
 -
795
+ 9.77%
$83.5K - $86.2K
8.93K $961K
Apr 04, 2023 Q1 2023
Eisner Amper Wealth Management Corporate Benefits, LLC

Iselin, NJ
BUY
 -
791
+ 3.33%
$83K - $85.8K
24.6K $2.64M
Apr 26, 2023 Q1 2023
Cva Family Office, LLC

BUY
 -
783
New
$82.2K - $84.9K
783 $84.3K
May 12, 2023 Q1 2023
Biltmore Family Office, LLC

BUY
 -
758
+ 4.19%
$79.6K - $82.2K
18.9K $2.03M
Apr 11, 2023 Q1 2023
Smith Anglin Financial, LLC

BUY
 -
729
+ 11.74%
$76.5K - $79.1K
6.94K $747K
May 10, 2023 Q1 2023
Keybank National Association

BUY
 -
719
+ 2.29%
$75.5K - $78K
32.1K $3.45M
May 08, 2023 Q1 2023
Kades & Cheifetz LLC

Berwyn, PA
BUY
 -
709
+ 3.08%
$74.4K - $76.9K
23.8K $2.56M
May 15, 2023 Q1 2023
Ima Wealth, Inc.

Wichita, KS
BUY
 -
705
New
$74K - $76.5K
705 $75.9K
May 10, 2023 Q1 2023
Zhang Financial LLC

BUY
 -
698
+ 2.18%
$73.3K - $75.7K
32.7K $3.52M
Jun 20, 2023 Q1 2023
Oliver Lagore Vanvalin Investment Group

Flint, MI
BUY
 -
682
New
$71.6K - $74K
682 $73.4K
May 04, 2023 Q1 2023
Pinnacle Wealth Management Advisory Group, LLC

BUY
 -
675
+ 23.63%
$70.9K - $73.2K
3.53K $380K
May 15, 2023 Q1 2023
Equitable Holdings, Inc.

New York, NY
BUY
 -
656
+ 0.4%
$68.9K - $71.2K
165K $17.8M
May 15, 2023 Q1 2023
Xml Financial, LLC

BUY
 -
655
+ 1.06%
$68.8K - $71.1K
62.5K $6.72M
Apr 19, 2023 Q1 2023
Strateg Iq Financial Group, LLC

BUY
 -
651
+ 1.82%
$68.3K - $70.6K
36.4K $3.92M
Apr 11, 2023 Q1 2023
Columbia Trust CO 01012016

BUY
 -
650
+ 5.12%
$68.2K - $70.5K
13.4K $1.44M
May 05, 2023 Q1 2023
Wilbanks Smith & Thomas Asset Management LLC

BUY
 -
643
+ 5.52%
$67.5K - $69.8K
12.3K $1.32M
Apr 21, 2023 Q1 2023
Mosaic Advisors LLC

Houston, TX
BUY
 -
639
+ 0.44%
$67.1K - $69.3K
146K $15.7M
Apr 25, 2023 Q1 2023
Morton Brown Family Wealth, LLC

BUY
 -
637
+ 0.54%
$66.9K - $69.1K
119K $12.8M
May 12, 2023 Q1 2023
Financial Partners Group, Inc

Overland Park, KS
BUY
 -
610
+ 0.75%
$64K - $66.2K
81.5K $8.77M
Apr 19, 2023 Q1 2023
Johnson Bixby & Associates, LLC

BUY
 -
592
+ 2.02%
$62.2K - $64.2K
29.9K $3.22M
Apr 25, 2023 Q1 2023
Creative Financial Designs Inc

BUY
 -
575
+ 13.39%
$60.4K - $62.4K
4.87K $524K
Apr 24, 2023 Q1 2023
Accredited Investors Inc.

BUY
 -
570
+ 10.86%
$59.8K - $61.8K
5.82K $626K

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