Purchases and Sales Made in Q2 2023 in Ishares National Muni Bond ETF (MUB)
This table provides information about the institutional ownership of Ishares National Muni Bond ETF (MUB) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.02M+ 11.32% |
$212M - $219M
|
19.9M
$2.16B
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.17M+ 73.6% |
$123M - $127M
|
2.76M
$299M
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.11M+ 11.07% |
$116M - $120M
|
11.1M
$1.2B
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
814K+ 32.39% |
$85.6M - $88.4M
|
3.33M
$361M
|
|
|
Aug 14, 2023
Q2 2023
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
601K+ 97.25% |
$63.2M - $65.2M
|
1.22M
$132M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
519K+ 11.95% |
$54.6M - $56.4M
|
4.87M
$528M
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
BUY
|
- |
452K+ 7.21% |
$47.5M - $49.1M
|
6.73M
$730M
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
441K+ 8.04% |
$46.3M - $47.9M
|
5.92M
$643M
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
380K+ 7.46% |
$40M - $41.3M
|
5.47M
$594M
|
|
|
Aug 03, 2023
Q2 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
345K+ 390.0% |
$36.3M - $37.4M
|
433K
$47M
|
|
|
Aug 17, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
324K+ 152.98% |
$34M - $35.1M
|
535K
$58.1M
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
312K+ 11.1% |
$32.8M - $33.9M
|
3.13M
$339M
|
|
|
Aug 11, 2023
Q2 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
300K+ 7.65% |
$31.5M - $32.6M
|
4.22M
$458M
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
296K+ 1.44% |
$31.1M - $32.1M
|
20.9M
$2.27B
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
291K+ 24.61% |
$30.6M - $31.6M
|
1.47M
$160M
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
276K+ 332.87% |
$29M - $29.9M
|
359K
$38.9M
|
|
|
Jul 31, 2023
Q2 2023
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
262KNew |
$27.6M - $28.5M
|
262K
$28.5M
|
|
|
Aug 08, 2023
Q2 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
243K+ 968.95% |
$25.5M - $26.3M
|
268K
$29M
|
|
|
Aug 08, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
243K+ 7.18% |
$25.5M - $26.3M
|
3.62M
$393M
|
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
210K+ 5645.13% |
$22.1M - $22.8M
|
214K
$23.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
201K+ 130.69% |
$21.1M - $21.8M
|
354K
$38.4M
|
|
|
Aug 15, 2023
Q2 2023
|
First Citizens Bank & Trust CO
|
BUY
|
- |
199K+ 6.1% |
$21M - $21.6M
|
3.46M
$376M
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
190K+ 21.57% |
$20M - $20.7M
|
1.07M
$116M
|
|
|
Aug 01, 2023
Q2 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
163K+ 14.82% |
$17.1M - $17.7M
|
1.26M
$137M
|
|
|
Aug 15, 2023
Q2 2023
|
Crestwood Advisors Group LLC
|
BUY
|
- |
147K+ 25.6% |
$15.5M - $16M
|
722K
$78.4M
|
|
|
Aug 14, 2023
Q2 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
144K+ 23.21% |
$15.1M - $15.6M
|
763K
$82.9M
|
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
128K+ 23.56% |
$13.5M - $13.9M
|
674K
$73.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
126K+ 1.65% |
$13.2M - $13.6M
|
7.74M
$841M
|
|
|
Aug 07, 2023
Q2 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
120K+ 708.14% |
$12.6M - $13M
|
137K
$14.8M
|
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
117K+ 27.09% |
$12.3M - $12.7M
|
550K
$59.7M
|
|
|
Aug 09, 2023
Q2 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
117K+ 2.25% |
$12.3M - $12.7M
|
5.32M
$577M
|
|
|
Jul 31, 2023
Q2 2023
|
Kingdom Financial Group Llc.
Peoria, AZ |
BUY
|
- |
115KNew |
$12.1M - $12.5M
|
115K
$12.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
107K+ 34.49% |
$11.3M - $11.6M
|
418K
$45.3M
|
|
|
Aug 08, 2023
Q2 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
103K+ 29.76% |
$10.8M - $11.2M
|
449K
$48.8M
|
|
|
Jul 21, 2023
Q2 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
98.1K+ 2675.57% |
$10.3M - $10.7M
|
102K
$11M
|
|
|
Aug 14, 2023
Q2 2023
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
97.9K+ 17.75% |
$10.3M - $10.6M
|
650K
$70.5M
|
|
|
Aug 07, 2023
Q2 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
94.7K+ 0.97% |
$9.96M - $10.3M
|
9.84M
$1.07B
|
|
|
Sep 12, 2023
Q2 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
91.2KNew |
$9.59M - $9.9M
|
91.2K
$9.89M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
87.9K+ 3.92% |
$9.25M - $9.55M
|
2.33M
$253M
|
|
|
Jul 06, 2023
Q2 2023
|
Apella Capital, LLC
|
BUY
|
- |
83.9K+ 45.0% |
$8.82M - $9.11M
|
270K
$29.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
81.5K+ 6.47% |
$8.57M - $8.85M
|
1.34M
$146M
|
|
|
Jul 31, 2023
Q2 2023
|
Waterford Advisors, LLC
Orchard Park, NY |
BUY
|
- |
80.8KNew |
$8.5M - $8.77M
|
80.8K
$8.77M
|
|
|
Jul 14, 2023
Q2 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
80.6K+ 9.83% |
$8.47M - $8.75M
|
900K
$97.7M
|
|
|
Jul 17, 2023
Q2 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
76.6K+ 39.22% |
$8.05M - $8.31M
|
272K
$29.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
73.2K+ 61.62% |
$7.7M - $7.95M
|
192K
$20.8M
|
|
|
Jul 26, 2023
Q2 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
72.2K+ 65.29% |
$7.59M - $7.84M
|
183K
$19.8M
|
|
|
Aug 10, 2023
Q2 2023
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
69.7K+ 607.05% |
$7.33M - $7.57M
|
81.2K
$8.81M
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
69.1K+ 1198.66% |
$7.27M - $7.51M
|
74.9K
$8.13M
|
|
|
Nov 13, 2023
Q2 2023
|
Townsquare Capital LLC
|
BUY
|
- |
68.9K+ 160.59% |
$7.24M - $7.48M
|
112K
$12.1M
|
|
|
Aug 08, 2023
Q2 2023
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
68.7KNew |
$7.22M - $7.46M
|
68.7K
$7.45M
|