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 09, 2023 Q2 2023
Banque Cantonale Vaudoise

BUY
 -
200
+ 28.57%
$21K - $21.7K
900 $97.3K
Jul 21, 2023 Q2 2023
Sigma Investment Counselors Inc

BUY
 -
185
+ 6.71%
$19.5K - $20.1K
2.94K $318K
Aug 04, 2023 Q2 2023
Ballast Advisors LLC

BUY
 -
182
+ 3.78%
$19.1K - $19.8K
4.99K $539K
Aug 09, 2023 Q2 2023
Frontier Asset Management, LLC

Sheridan, WY
BUY
 -
179
+ 4.23%
$18.8K - $19.4K
4.41K $477K
Jul 27, 2023 Q2 2023
Midwest Financial Group LLC

Overland Park, KS
BUY
 -
169
+ 2.17%
$17.8K - $18.4K
7.97K $862K
Jul 14, 2023 Q2 2023
Harbor Investment Advisory, LLC

BUY
 -
166
+ 57.04%
$17.5K - $18K
457 $49.4K
Jul 26, 2023 Q2 2023
Creative Financial Designs Inc

BUY
 -
161
+ 3.31%
$16.9K - $17.5K
5.03K $544K
Aug 14, 2023 Q2 2023
First National Bank Of Omaha

Omaha, NE
BUY
 -
159
+ 2.75%
$16.7K - $17.3K
5.94K $642K
Aug 09, 2023 Q2 2023
Jones Financial Companies Lllp

BUY
 -
147
+ 0.02%
$15.5K - $16K
918K $99.2M
Jul 27, 2023 Q2 2023
Family Asset Management, LLC

Charleston, SC
BUY
 -
146
+ 4.17%
$15.4K - $15.9K
3.64K $394K
Aug 08, 2023 Q2 2023
Lwmg, LLC

Lake Elmo, MN
BUY
 -
134
+ 5.07%
$14.1K - $14.5K
2.78K $300K
Aug 02, 2023 Q2 2023
Executive Wealth Management, LLC

BUY
 -
128
+ 1.71%
$13.5K - $13.9K
7.64K $825K
Aug 04, 2023 Q2 2023
Main Street Financial Solutions, LLC

BUY
 -
128
+ 2.36%
$13.5K - $13.9K
5.56K $600K
Jul 03, 2023 Q2 2023
Confluence Investment Management LLC

BUY
 -
124
+ 1.88%
$13K - $13.5K
6.73K $727K
Jul 05, 2023 Q2 2023
Uma Financial Services, Inc.

BUY
 -
122
+ 1.03%
$12.8K - $13.2K
12K $1.29M
Jul 26, 2023 Q2 2023
Joel Isaacson & Co., LLC

BUY
 -
118
+ 0.62%
$12.4K - $12.8K
19.3K $2.08M
Aug 07, 2023 Q2 2023
Ironwood Wealth Management, Llc.

BUY
 -
116
+ 0.52%
$12.2K - $12.6K
22.3K $2.41M
Aug 09, 2023 Q2 2023
Center For Financial Planning, Inc.

Southfied, MI
BUY
 -
111
New
$11.7K - $12.1K
111 $12K
Aug 02, 2023 Q2 2023
Blue Chip Partners, Inc.

BUY
 -
108
+ 0.45%
$11.4K - $11.7K
24.2K $2.62M
Aug 11, 2023 Q2 2023
Titleist Asset Management, LLC

San Antonio, TX
BUY
 -
108
+ 2.25%
$11.4K - $11.7K
4.92K $531K
Jul 20, 2023 Q2 2023
Newton One Investments LLC

BUY
 -
106
+ 0.65%
$11.1K - $11.5K
16.5K $1.79M
Aug 14, 2023 Q2 2023
W.G. Shaheen & Associates Dba Whitney & CO

BUY
 -
105
+ 2.48%
$11K - $11.4K
4.35K $470K
Aug 10, 2023 Q2 2023
Cary Street Partners Investment Advisory LLC

Richmond, VA
BUY
 -
103
+ 0.73%
$10.8K - $11.2K
14.2K $1.54M
Jul 14, 2023 Q2 2023
Avion Wealth

The Woodlands, TX
BUY
 -
101
New
$10.6K - $11K
101 $10.9K
Aug 14, 2023 Q2 2023
Wetherby Asset Management Inc

San Francisco, CA
BUY
 -
101
+ 0.12%
$10.6K - $11K
86K $9.29M
Aug 10, 2023 Q2 2023
Trustmark National Bank Trust Department

Jackson, MS
BUY
 -
100
+ 3.5%
$10.5K - $10.9K
2.96K $320K
Aug 11, 2023 Q2 2023
Flc Capital Advisors

BUY
 -
95
+ 3.11%
$9.99K - $10.3K
3.15K $340K
Aug 14, 2023 Q2 2023
Vertex Planning Partners, LLC

Downers Grove, IL
BUY
 -
91
+ 2.52%
$9.57K - $9.88K
3.71K $401K
Jul 13, 2023 Q2 2023
Acropolis Investment Management, LLC

BUY
 -
90
+ 0.17%
$9.46K - $9.77K
52K $5.62M
Aug 14, 2023 Q2 2023
Tcg Advisory Services, LLC

Austin, TX
BUY
 -
90
+ 0.36%
$9.46K - $9.77K
25K $2.7M
Jul 12, 2023 Q2 2023
W.H. Cornerstone Investments Inc.

Kingston, MA
BUY
 -
79
+ 0.65%
$8.31K - $8.58K
12.3K $1.33M
Aug 11, 2023 Q2 2023
Covestor LTD

Boston, MA
BUY
 -
77
+ 3.45%
$8.1K - $8.36K
2.31K $250K
Jul 12, 2023 Q2 2023
Independent Wealth Network Inc.

BUY
 -
75
+ 3.56%
$7.89K - $8.14K
2.18K $236K
Jul 17, 2023 Q2 2023
Gps Wealth Strategies Group, LLC

BUY
 -
75
+ 33.19%
$7.89K - $8.14K
301 $32.5K
Jul 13, 2023 Q2 2023
Verde Capital Management

BUY
 -
72
+ 3.34%
$7.57K - $7.82K
2.23K $241K
Jun 28, 2024 Q2 2023
Brown, Lisle/Cummings, Inc.

Providence, RI
BUY
 -
72
New
$7.57K - $7.82K
72 $7.78K
Jul 31, 2023 Q2 2023
Wakefield Asset Management Lllp

Englewood, CO
BUY
 -
70
+ 0.81%
$7.36K - $7.6K
8.69K $939K
Aug 10, 2023 Q2 2023
Iag Wealth Partners, LLC

BUY
 -
69
+ 4.67%
$7.26K - $7.49K
1.55K $167K
Aug 14, 2023 Q2 2023
Fortis Advisors, LLC

King Of Prussia, PA
BUY
 -
66
+ 90.41%
$6.94K - $7.17K
139 $15K
Jul 26, 2023 Q2 2023
Hbc Financial Services, Pllc

BUY
 -
65
+ 0.05%
$6.84K - $7.06K
127K $13.7M
Aug 01, 2023 Q2 2023
Fiducient Advisors LLC

BUY
 -
58
+ 0.77%
$6.1K - $6.3K
7.6K $821K
Aug 14, 2023 Q2 2023
Basso Capital Management, L.P.

Stamford, CT
BUY
 -
57
New
$5.99K - $6.19K
57 $6.16K
Jul 17, 2023 Q2 2023
Sterling Investment Counsel, LLC

BUY
 -
56
+ 1.79%
$5.89K - $6.08K
3.18K $344K
Aug 07, 2023 Q2 2023
Ridgewood Investments LLC

BUY
 -
54
+ 3.29%
$5.68K - $5.86K
1.7K $183K
Aug 10, 2023 Q2 2023
Flaharty Asset Management, LLC

BUY
 -
54
+ 0.97%
$5.68K - $5.86K
5.61K $606K
Jul 14, 2023 Q2 2023
Act Wealth Management, LLC

BUY
 -
50
+ 2.31%
$5.26K - $5.43K
2.22K $239K
Aug 04, 2023 Q2 2023
Gem Asset Management, LLC

Plymouth, MI
BUY
 -
50
+ 0.65%
$5.26K - $5.43K
7.75K $838K
Mar 12, 2024 Q2 2023
Executive Wealth Group LLC

Kirkland, WA
BUY
 -
48
+ 0.56%
$5.05K - $5.21K
8.67K $937K
Jul 26, 2023 Q2 2023
Schechter Investment Advisors, LLC

Birmingham, MI
BUY
 -
46
+ 0.18%
$4.84K - $4.99K
25K $2.7M

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