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 14, 2023
Q2 2023
|
Tfo Tdc, LLC
|
SELL
|
- |
-75- 5.26% |
$7.89K - $8.14K
|
1.35K
$146K
|
|
|
Jul 10, 2023
Q2 2023
|
First Affirmative Financial Network
|
SELL
|
- |
-76- 1.3% |
$7.99K - $8.25K
|
5.79K
$625K
|
|
|
Aug 10, 2023
Q2 2023
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-81- 0.16% |
$8.52K - $8.79K
|
51.1K
$5.52M
|
|
|
Jul 21, 2023
Q2 2023
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-84- 0.47% |
$8.83K - $9.12K
|
17.8K
$1.92M
|
|
|
Jul 13, 2023
Q2 2023
|
American Financial Advisors, LLC
|
SELL
|
- |
-86- 0.83% |
$9.04K - $9.34K
|
10.3K
$1.11M
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-87- 0.47% |
$9.15K - $9.45K
|
18.4K
$1.99M
|
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-89- 39.91% |
$9.36K - $9.66K
|
134
$14.5K
|
|
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-89- 1.55% |
$9.36K - $9.66K
|
5.64K
$609K
|
|
|
Aug 01, 2023
Q2 2023
|
Patron Partners, LLC
|
SELL
|
- |
-94- 1.01% |
$9.89K - $10.2K
|
9.25K
$999K
|
|
|
Aug 14, 2023
Q2 2023
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-96- 1.41% |
$10.1K - $10.4K
|
6.72K
$726K
|
|
|
Jul 06, 2023
Q2 2023
|
Boltwood Capital Management
|
SELL
|
- |
-100- 4.35% |
$10.5K - $10.9K
|
2.2K
$238K
|
|
|
Jul 11, 2023
Q2 2023
|
Cra Financial Services, LLC
|
SELL
|
- |
-100- 3.58% |
$10.5K - $10.9K
|
2.69K
$291K
|
|
|
Aug 10, 2023
Q2 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-100- 3.85% |
$10.5K - $10.9K
|
2.5K
$270K
|
|
|
Aug 08, 2023
Q2 2023
|
9258 Wealth Management, LLC
|
SELL
|
- |
-101- 1.63% |
$10.6K - $11K
|
6.11K
$660K
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
SELL
|
- |
-104- 10.32% |
$10.9K - $11.3K
|
904
$97.7K
|
|
|
Jul 12, 2023
Q2 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-104- 5.19% |
$10.9K - $11.3K
|
1.9K
$205K
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-104- 0.58% |
$10.9K - $11.3K
|
18K
$1.94M
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-104- 0.58% |
$10.9K - $11.3K
|
18K
$1.94M
|
|
|
Aug 09, 2023
Q2 2023
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-106- 1.8% |
$11.1K - $11.5K
|
5.79K
$626K
|
|
|
Jul 27, 2023
Q2 2023
|
Bank Ozk
|
SELL
|
- |
-108- 4.51% |
$11.4K - $11.7K
|
2.29K
$247K
|
|
|
Jul 17, 2023
Q2 2023
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
SELL
|
- |
-110- 0.31% |
$11.6K - $11.9K
|
35.8K
$3.87M
|
|
|
Aug 14, 2023
Q2 2023
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-113- 2.08% |
$11.9K - $12.3K
|
5.32K
$575K
|
|
|
Jul 18, 2023
Q2 2023
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-117- 2.44% |
$12.3K - $12.7K
|
4.67K
$505K
|
|
|
Aug 08, 2023
Q2 2023
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-120- 1.26% |
$12.6K - $13K
|
9.42K
$1.02M
|
|
|
Aug 09, 2023
Q2 2023
|
Arrow Financial Corp
|
SELL
|
- |
-124- 1.04% |
$13K - $13.5K
|
11.8K
$1.28M
|
|
|
Jul 05, 2023
Q2 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-126- 1.27% |
$13.3K - $13.7K
|
9.78K
$1.06M
|
|
|
Aug 08, 2023
Q2 2023
|
Alpha Centric Advisors LLC
San Juan, PR |
SELL
|
- |
-127- 13.89% |
$13.4K - $13.8K
|
787
$85.1K
|
|
|
Jul 17, 2023
Q2 2023
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-129- 1.32% |
$13.6K - $14K
|
9.63K
$1.04M
|
|
|
Aug 07, 2023
Q2 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-129- 1.54% |
$13.6K - $14K
|
8.24K
$890K
|
|
|
Jul 17, 2023
Q2 2023
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-135- 3.74% |
$14.2K - $14.7K
|
3.48K
$376K
|
|
|
Aug 09, 2023
Q2 2023
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-141- 2.44% |
$14.8K - $15.3K
|
5.64K
$609K
|
|
|
Jul 13, 2023
Q2 2023
|
Innova Wealth Partners
|
SELL
|
- |
-142- 2.26% |
$14.9K - $15.4K
|
6.14K
$664K
|
|
|
Jul 11, 2023
Q2 2023
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-143- 0.28% |
$15K - $15.5K
|
51.6K
$5.58M
|
|
|
Jul 21, 2023
Q2 2023
|
Graypoint LLC
|
SELL
|
- |
-145- 0.64% |
$15.2K - $15.7K
|
22.4K
$2.42M
|
|
|
Aug 02, 2023
Q2 2023
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-146- 5.23% |
$15.4K - $15.9K
|
2.64K
$286K
|
|
|
Aug 01, 2023
Q2 2023
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-150- 6.98% |
$15.8K - $16.3K
|
2K
$216K
|
|
|
Aug 07, 2023
Q2 2023
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-150- 3.92% |
$15.8K - $16.3K
|
3.68K
$398K
|
|
|
Jul 18, 2023
Q2 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-154- 5.87% |
$16.2K - $16.7K
|
2.47K
$267K
|
|
|
Aug 11, 2023
Q2 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-154- 0.34% |
$16.2K - $16.7K
|
44.7K
$4.83M
|
|
|
Aug 02, 2023
Q2 2023
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
SELL
|
- |
-158- 3.07% |
$16.6K - $17.2K
|
4.98K
$539K
|
|
|
Jul 31, 2023
Q2 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-160- 2.6% |
$16.8K - $17.4K
|
5.99K
$647K
|
|
|
Jul 20, 2023
Q2 2023
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-163- 10.0% |
$17.1K - $17.7K
|
1.47K
$159K
|
|
|
May 28, 2024
Q2 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-164- 0.9% |
$17.2K - $17.8K
|
18K
$1.95M
|
|
|
Aug 02, 2023
Q2 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-165- 0.69% |
$17.4K - $17.9K
|
23.7K
$2.57M
|
|
|
Jul 14, 2023
Q2 2023
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-167- 6.19% |
$17.6K - $18.1K
|
2.53K
$273K
|
|
|
Aug 07, 2023
Q2 2023
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-169- 3.19% |
$17.8K - $18.4K
|
5.12K
$553K
|
|
|
Aug 14, 2023
Q2 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-169- 6.49% |
$17.8K - $18.4K
|
2.44K
$263K
|
|
|
Jul 24, 2023
Q2 2023
|
Mc Broom & Associates, LLC
|
SELL
|
- |
-178- 2.45% |
$18.7K - $19.3K
|
7.1K
$768K
|
|
|
Jul 13, 2023
Q2 2023
|
Consilio Wealth Advisors, LLC
|
SELL
|
- |
-181- 0.97% |
$19K - $19.7K
|
18.4K
$1.99M
|
|
|
Jul 27, 2023
Q2 2023
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-181- 0.19% |
$19K - $19.7K
|
92.9K
$10M
|