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 |
|---|---|---|---|---|---|---|---|
|
Oct 19, 2023
Q2 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
46+ 0.19% |
$4.84K - $4.99K
|
24.5K
$2.64M
|
|
|
Jan 16, 2024
Q2 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
46+ 0.19% |
$4.84K - $4.99K
|
24.5K
$2.64M
|
|
|
Jan 24, 2024
Q2 2023
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
46+ 1.24% |
$4.84K - $4.99K
|
3.77K
$407K
|
|
|
Jul 11, 2023
Q2 2023
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
45+ 0.11% |
$4.73K - $4.89K
|
41.9K
$4.53M
|
|
|
Aug 02, 2023
Q2 2023
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
44+ 0.59% |
$4.63K - $4.78K
|
7.48K
$808K
|
|
|
Aug 11, 2023
Q2 2023
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
44+ 0.52% |
$4.63K - $4.78K
|
8.53K
$922K
|
|
|
Jul 24, 2023
Q2 2023
|
Wall Capital Group, Inc.
|
BUY
|
- |
42+ 0.83% |
$4.42K - $4.56K
|
5.11K
$552K
|
|
|
Jul 17, 2023
Q2 2023
|
Client First Capital LLC
|
BUY
|
- |
40+ 0.34% |
$4.21K - $4.34K
|
12K
$1.29M
|
|
|
Jul 12, 2023
Q2 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
39New |
$4.1K - $4.23K
|
39
$4.21K
|
|
|
Jul 07, 2023
Q2 2023
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
31+ 1.26% |
$3.26K - $3.37K
|
2.5K
$270K
|
|
|
Jul 27, 2023
Q2 2023
|
Verity Wealth Advisors
|
BUY
|
- |
30+ 0.65% |
$3.15K - $3.26K
|
4.63K
$500K
|
|
|
Aug 07, 2023
Q2 2023
|
Ellis Investment Partners, LLC
|
BUY
|
- |
27+ 0.65% |
$2.84K - $2.93K
|
4.2K
$454K
|
|
|
Jul 14, 2023
Q2 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
26+ 0.89% |
$2.73K - $2.82K
|
2.95K
$319K
|
|
|
Jul 25, 2023
Q2 2023
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
26+ 0.63% |
$2.73K - $2.82K
|
4.18K
$452K
|
|
|
Aug 14, 2023
Q2 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
25+ 0.22% |
$2.63K - $2.71K
|
11.5K
$1.25M
|
|
|
Jul 13, 2023
Q2 2023
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
24+ 0.4% |
$2.52K - $2.61K
|
6K
$648K
|
|
|
Jul 25, 2023
Q2 2023
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
23+ 0.64% |
$2.42K - $2.5K
|
3.62K
$391K
|
|
|
Jul 10, 2023
Q2 2023
|
Quent Capital, LLC
|
BUY
|
- |
22+ 110.0% |
$2.31K - $2.39K
|
42
$4.54K
|
|
|
Jul 14, 2023
Q2 2023
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
22+ 0.19% |
$2.31K - $2.39K
|
11.7K
$1.27M
|
|
|
Aug 07, 2023
Q2 2023
|
Rkl Wealth Management LLC
|
BUY
|
- |
22+ 0.56% |
$2.31K - $2.39K
|
3.95K
$427K
|
|
|
Jun 14, 2024
Q2 2023
|
Quent Capital, LLC
|
BUY
|
- |
22+ 110.0% |
$2.31K - $2.39K
|
42
$4.54K
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
21+ 0.43% |
$2.21K - $2.28K
|
4.9K
$530K
|
|
|
Aug 14, 2023
Q2 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
21+ 0.85% |
$2.21K - $2.28K
|
2.5K
$270K
|
|
|
Jul 10, 2023
Q2 2023
|
Tsfg, LLC
|
BUY
|
- |
20+ 0.18% |
$2.1K - $2.17K
|
10.9K
$1.18M
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
20+ 0.58% |
$2.1K - $2.17K
|
3.49K
$377K
|
|
|
Aug 14, 2023
Q2 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
19+ 0.31% |
$2K - $2.06K
|
6.08K
$657K
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
18New |
$1.89K - $1.95K
|
18
$1.95K
|
|
|
Jul 06, 2023
Q2 2023
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
17+ 0.61% |
$1.79K - $1.85K
|
2.8K
$302K
|
|
|
Jul 26, 2023
Q2 2023
|
Firestone Capital Management
|
BUY
|
- |
17+ 0.87% |
$1.79K - $1.85K
|
1.96K
$212K
|
|
|
Aug 08, 2023
Q2 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
16+ 0.12% |
$1.68K - $1.74K
|
12.9K
$1.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
16+ 0.57% |
$1.68K - $1.74K
|
2.82K
$304K
|
|
|
Jul 13, 2023
Q2 2023
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
13+ 0.27% |
$1.37K - $1.41K
|
4.92K
$531K
|
|
|
Jul 25, 2023
Q2 2023
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
13+ 0.1% |
$1.37K - $1.41K
|
12.5K
$1.35M
|
|
|
Aug 10, 2023
Q2 2023
|
Aaf Wealth Management, LLC
|
BUY
|
- |
12+ 0.63% |
$1.26K - $1.3K
|
1.91K
$206K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
11New |
$1.16K - $1.19K
|
11
$1.19K
|
|
|
Aug 04, 2023
Q2 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
11+ 0.24% |
$1.16K - $1.19K
|
4.52K
$489K
|
|
|
Aug 08, 2023
Q2 2023
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
11+ 0.37% |
$1.16K - $1.19K
|
3K
$324K
|
|
|
Aug 13, 2024
Q2 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
11+ 366.67% |
$1.16K - $1.19K
|
14
$1.51K
|
|
|
Aug 11, 2023
Q2 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
10+ 0.25% |
$1.05K - $1.09K
|
4.03K
$435K
|
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
10New |
$1.05K - $1.09K
|
10
$1.08K
|
|
|
Jul 28, 2023
Q2 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
9+ 0.1% |
$946 - $977
|
9.25K
$999K
|
|
|
Jul 18, 2023
Q2 2023
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
8+ 0.18% |
$841 - $869
|
4.48K
$484K
|
|
|
Aug 14, 2023
Q2 2023
|
Apexium Financial, LP
|
BUY
|
- |
8+ 0.03% |
$841 - $869
|
30.1K
$3.26M
|
|
|
Jul 24, 2023
Q2 2023
|
Diligent Investors, LLC
|
BUY
|
- |
7+ 0.09% |
$736 - $760
|
7.82K
$845K
|
|
|
Jul 31, 2023
Q2 2023
|
Hudock, Inc.
|
BUY
|
- |
7+ 0.1% |
$736 - $760
|
7.35K
$795K
|
|
|
Aug 14, 2023
Q2 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
7+ 0.55% |
$736 - $760
|
1.29K
$139K
|
|
|
Jul 26, 2023
Q2 2023
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
6+ 0.24% |
$631 - $651
|
2.53K
$273K
|
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
6+ 0.05% |
$631 - $651
|
12.1K
$1.3M
|
|
|
Jul 10, 2023
Q2 2023
|
Rise Advisors, LLC
|
BUY
|
- |
5+ 0.69% |
$526 - $543
|
732
$79.1K
|
|
|
Jul 24, 2023
Q2 2023
|
Wealthpoint, LLC
|
BUY
|
- |
5+ 0.19% |
$526 - $543
|
2.68K
$290K
|