Purchases and Sales Made in Q2 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 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 14, 2023 Q2 2023
Laurel Wealth Advisors LLC

Charlotte, NC
BUY
 -
473
+ 3.17%
$49.7K - $51.4K
15.4K $1.66M
Aug 11, 2023 Q2 2023
C M Bidwell & Associates LTD

Honolulu, HI
BUY
 -
465
+ 3.22%
$48.9K - $50.5K
14.9K $1.61M
Aug 08, 2023 Q2 2023
West Coast Financial LLC

BUY
 -
461
+ 9.77%
$48.5K - $50.1K
5.18K $560K
Aug 14, 2023 Q2 2023
Harbour Investments, Inc.

Madison, WI
BUY
 -
455
+ 5.57%
$47.8K - $49.4K
8.62K $932K
Jul 21, 2023 Q2 2023
Capital Wealth Alliance, LLC

BUY
 -
452
+ 4.03%
$47.5K - $49.1K
11.7K $1.26M
Aug 11, 2023 Q2 2023
Sage View Advisory Group, LLC

Newport Beach, CA
BUY
 -
451
+ 0.31%
$47.4K - $49K
147K $15.9M
Jul 26, 2023 Q2 2023
Simplicity Wealth,Llc

BUY
 -
449
+ 3.09%
$47.2K - $48.8K
15K $1.62M
Jul 26, 2023 Q2 2023
Arlington Partners LLC

BUY
 -
448
New
$47.1K - $48.6K
448 $48.4K
Aug 11, 2023 Q2 2023
V Wealth Advisors LLC

BUY
 -
439
+ 14.18%
$46.2K - $47.7K
3.53K $382K
Aug 15, 2023 Q2 2023
Fairfield, Bush & Co.

Darien, CT
BUY
 -
425
New
$44.7K - $46.1K
425 $45.9K
Aug 02, 2023 Q2 2023
Nemes Rush Group LLC

Novi, MI
BUY
 -
416
New
$43.7K - $45.2K
416 $45K
Aug 11, 2023 Q2 2023
Argent Trust CO

Nashville, TN
BUY
 -
416
+ 4.79%
$43.7K - $45.2K
9.1K $983K
Aug 01, 2023 Q2 2023
Wiser Wealth Management, Inc

BUY
 -
415
+ 6.37%
$43.6K - $45.1K
6.93K $749K
Aug 14, 2023 Q2 2023
Lgt Financial Advisors LLC

Dallas, TX
BUY
 -
415
New
$43.6K - $45.1K
415 $44.8K
Aug 07, 2023 Q2 2023
Kades & Cheifetz LLC

Berwyn, PA
BUY
 -
405
+ 1.71%
$42.6K - $44K
24.2K $2.61M
Jul 28, 2023 Q2 2023
Verdence Capital Advisors LLC

Hunt Valley, MD
BUY
 -
397
+ 9.02%
$41.7K - $43.1K
4.8K $518K
Aug 14, 2023 Q2 2023
Gallagher Fiduciary Advisors, LLC

Rolling Meadows, IL
BUY
 -
384
+ 7.87%
$40.4K - $41.7K
5.26K $569K
Aug 14, 2023 Q2 2023
Tradition Wealth Management, LLC

BUY
 -
381
+ 1465.38%
$40.1K - $41.4K
407 $44K
Jul 20, 2023 Q2 2023
Veracity Capital LLC

BUY
 -
370
+ 5.67%
$38.9K - $40.2K
6.89K $745K
Jul 18, 2023 Q2 2023
Little House Capital LLC

Braintree, MA
BUY
 -
366
+ 4.46%
$38.5K - $39.7K
8.57K $926K
Jul 24, 2023 Q2 2023
Toth Financial Advisory Corp

BUY
 -
355
+ 46.04%
$37.3K - $38.5K
1.13K $122K
Jul 17, 2023 Q2 2023
Afs Financial Group, LLC

Bethesda, MD
BUY
 -
353
+ 1.28%
$37.1K - $38.3K
28K $3.03M
Jul 18, 2023 Q2 2023
Fiduciary Alliance LLC

Greenville, SC
BUY
 -
342
New
$36K - $37.1K
342 $37K
Aug 07, 2023 Q2 2023
Collaborative Wealth Managment Inc.

Lake Mary, FL
BUY
 -
317
+ 2.74%
$33.3K - $34.4K
11.9K $1.29M
Aug 10, 2023 Q2 2023
Cassady Schiller Wealth Management, LLC

Cincinnati, OH
BUY
 -
315
+ 7.16%
$33.1K - $34.2K
4.72K $510K
Aug 08, 2023 Q2 2023
Oliver Lagore Vanvalin Investment Group

Flint, MI
BUY
 -
306
+ 44.87%
$32.2K - $33.2K
988 $107K
Jul 13, 2023 Q2 2023
Prosperity Planning, Inc.

BUY
 -
305
+ 1.18%
$32.1K - $33.1K
26.1K $2.82M
Jul 18, 2023 Q2 2023
Ifg Advisors, LLC

BUY
 -
300
+ 3.67%
$31.5K - $32.6K
8.47K $915K
Aug 09, 2023 Q2 2023
Endurance Wealth Management, Inc.

BUY
 -
300
+ 1.75%
$31.5K - $32.6K
17.4K $1.88M
Aug 02, 2023 Q2 2023
Forum Private Client Group LLC

BUY
 -
299
+ 10.78%
$31.4K - $32.5K
3.07K $332K
Jul 14, 2023 Q2 2023
Maple Capital Management, Inc.

BUY
 -
293
+ 4.82%
$30.8K - $31.8K
6.37K $688K
Jul 20, 2023 Q2 2023
Stephens Consulting, LLC

Flint, MI
BUY
 -
285
+ 0.87%
$30K - $30.9K
33.2K $3.58M
Jul 24, 2023 Q2 2023
Twele Capital Management, Inc.

BUY
 -
279
+ 1.15%
$29.3K - $30.3K
24.6K $2.66M
Jul 17, 2023 Q2 2023
Patriot Financial Group Insurance Agency, LLC

BUY
 -
274
+ 7.24%
$28.8K - $29.8K
4.06K $439K
Jul 13, 2023 Q2 2023
Aletheian Wealth Advisors LLC

BUY
 -
271
+ 0.69%
$28.5K - $29.4K
39.4K $4.26M
Jul 17, 2023 Q2 2023
Bromfield Sneider Wealth Advisors

BUY
 -
271
+ 0.48%
$28.5K - $29.4K
56.5K $6.1M
Aug 10, 2023 Q2 2023
Dorsey & Whitney Trust CO LLC

Sioux Falls, SD
BUY
 -
271
+ 2.51%
$28.5K - $29.4K
11.1K $1.2M
Aug 16, 2023 Q2 2023
Pca Investment Advisory Services Inc.

Cincinnati, OH
BUY
 -
270
New
$28.4K - $29.3K
270 $29.2K
Jul 14, 2023 Q2 2023
Insight Wealth Strategies, LLC

San Ramon, CA
BUY
 -
263
+ 0.97%
$27.7K - $28.6K
27.3K $2.95M
Aug 08, 2023 Q2 2023
Wunderlich Capital Managemnt

Memphis, TN
BUY
 -
250
+ 0.71%
$26.3K - $27.1K
35.5K $3.83M
Jul 13, 2023 Q2 2023
Pinnacle Bancorp, Inc.

BUY
 -
248
+ 0.97%
$26.1K - $26.9K
25.8K $2.79M
Jul 24, 2023 Q2 2023
Bka Wealth Consulting, Inc.

BUY
 -
241
+ 3.92%
$25.3K - $26.2K
6.39K $691K
Jul 20, 2023 Q2 2023
Charter Oak Capital Management, LLC

BUY
 -
239
+ 3.06%
$25.1K - $26K
8.05K $870K
Aug 04, 2023 Q2 2023
Cullen/Frost Bankers, Inc.

BUY
 -
238
+ 6.66%
$25K - $25.8K
3.81K $412K
Aug 04, 2023 Q2 2023
Register Financial Advisors LLC

Atlanta, GA
BUY
 -
236
New
$24.8K - $25.6K
236 $25.5K
Jul 11, 2023 Q2 2023
Hurlow Wealth Management Group, Inc.

BUY
 -
225
+ 2.66%
$23.7K - $24.4K
8.67K $937K
Aug 14, 2023 Q2 2023
Wealth Plan Investment Management, LLC

Omaha, NE
BUY
 -
219
+ 251.72%
$23K - $23.8K
306 $33.1K
Jul 10, 2023 Q2 2023
Versant Capital Management, Inc

BUY
 -
216
+ 13.62%
$22.7K - $23.5K
1.8K $195K
Jul 17, 2023 Q2 2023
Erts Wealth Advisors, LLC

BUY
 -
203
+ 2.24%
$21.3K - $22K
9.27K $1M

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