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
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-182- 2.74% |
$19.1K - $19.8K
|
6.47K
$699K
|
|
|
Sep 25, 2024
Q2 2023
|
Passive Capital Management, Llc.
Baltimore, MD |
SELL
|
- |
-182- 0.11% |
$19.1K - $19.8K
|
168K
$18.1M
|
|
|
Aug 04, 2023
Q2 2023
|
Pillar Wealth Advisors, LLC
|
SELL
|
- |
-188- 6.7% |
$19.8K - $20.4K
|
2.62K
$283K
|
|
|
Aug 03, 2023
Q2 2023
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-193- 2.89% |
$20.3K - $21K
|
6.5K
$702K
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-196- 1.14% |
$20.6K - $21.3K
|
17.1K
$1.84M
|
|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
SELL
|
- |
-200- 99.01% |
$21K - $21.7K
|
2
$216
|
|
|
Aug 09, 2023
Q2 2023
|
Evoke Wealth, LLC
|
SELL
|
- |
-200- 5.25% |
$21K - $21.7K
|
3.61K
$390K
|
|
|
Aug 10, 2023
Q2 2023
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
SELL
|
- |
-200- 3.52% |
$21K - $21.7K
|
5.49K
$593K
|
|
|
Aug 11, 2023
Q2 2023
|
Beacon Harbor Wealth Advisors, Inc.
|
SELL
|
- |
-200- 8.26% |
$21K - $21.7K
|
2.22K
$240K
|
|
|
Jul 25, 2023
Q2 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-202- 81.78% |
$21.2K - $21.9K
|
45
$4.86K
|
|
|
Jul 18, 2023
Q2 2023
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-207- 4.78% |
$21.8K - $22.5K
|
4.12K
$446K
|
|
|
Jul 10, 2023
Q2 2023
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-208- 3.0% |
$21.9K - $22.6K
|
6.73K
$728K
|
|
|
Aug 08, 2023
Q2 2023
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-215- 36.44% |
$22.6K - $23.3K
|
375
$40.5K
|
|
|
Jul 26, 2023
Q2 2023
|
National Bank Of Canada
|
SELL
|
- |
-224- 44.89% |
$23.6K - $24.3K
|
275
$29.7K
|
|
|
Jul 24, 2023
Q2 2023
|
Retirement Planning Group
|
SELL
|
- |
-226- 0.6% |
$23.8K - $24.5K
|
37.2K
$4.02M
|
|
|
Jul 07, 2023
Q2 2023
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-230- 5.25% |
$24.2K - $25K
|
4.15K
$449K
|
|
|
Jul 13, 2023
Q2 2023
|
Erickson Financial Group, LLC
Allentown, PA |
SELL
|
- |
-230- 4.85% |
$24.2K - $25K
|
4.51K
$488K
|
|
|
Aug 10, 2023
Q2 2023
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-230- 8.9% |
$24.2K - $25K
|
2.35K
$254K
|
|
|
Jul 25, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-241- 73.48% |
$25.3K - $26.2K
|
87
$9.4K
|
|
|
Jul 20, 2023
Q2 2023
|
Ade, LLC
|
SELL
|
- |
-243- 0.28% |
$25.6K - $26.4K
|
87.5K
$9.46M
|
|
|
Aug 14, 2023
Q2 2023
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-245- 1.08% |
$25.8K - $26.6K
|
22.5K
$2.43M
|
|
|
Aug 08, 2023
Q2 2023
|
Efficient Advisors, LLC
|
SELL
|
- |
-247- 1.87% |
$26K - $26.8K
|
12.9K
$1.4M
|
|
|
Jul 18, 2023
Q2 2023
|
Strategic Equity Management
|
SELL
|
- |
-253- 0.59% |
$26.6K - $27.5K
|
43K
$4.64M
|
|
|
Aug 14, 2023
Q2 2023
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-255- 5.38% |
$26.8K - $27.7K
|
4.48K
$484K
|
|
|
Aug 14, 2023
Q2 2023
|
Mount Lucas Management LP
Newtown, PA |
SELL
|
- |
-256- 5.02% |
$26.9K - $27.8K
|
4.84K
$523K
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-258- 1.84% |
$27.1K - $28K
|
13.8K
$1.49M
|
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-262- 7.35% |
$27.6K - $28.4K
|
3.3K
$357K
|
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-283- 2.14% |
$29.8K - $30.7K
|
12.9K
$1.4M
|
|
|
Aug 02, 2023
Q2 2023
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-291- 2.84% |
$30.6K - $31.6K
|
9.95K
$1.08M
|
|
|
Jul 31, 2023
Q2 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-299- 1.48% |
$31.4K - $32.5K
|
19.9K
$2.15M
|
|
|
Aug 07, 2023
Q2 2023
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-300- 4.72% |
$31.5K - $32.6K
|
6.05K
$654K
|
|
|
Jul 24, 2023
Q2 2023
|
Briggs Advisory Group, Inc.
|
SELL
|
- |
-303- 5.68% |
$31.9K - $32.9K
|
5.03K
$544K
|
|
|
Aug 10, 2023
Q2 2023
|
Treynor Bancshares, Inc.
|
SELL
|
- |
-305- 3.7% |
$32.1K - $33.1K
|
7.95K
$859K
|
|
|
Aug 10, 2023
Q2 2023
|
Hollencrest Capital Management
|
SELL
|
- |
-320- 97.56% |
$33.7K - $34.7K
|
8
$865
|
|
|
Jul 28, 2023
Q2 2023
|
Kanawha Capital Management LLC
|
SELL
|
- |
-325- 8.49% |
$34.2K - $35.3K
|
3.5K
$378K
|
|
|
Aug 02, 2023
Q2 2023
|
Aspen Wealth Strategies, LLC
Arvada, CO |
SELL
|
- |
-331- 0.52% |
$34.8K - $35.9K
|
62.8K
$6.79M
|
|
|
Jul 31, 2023
Q2 2023
|
Ellenbecker Investment Group
|
SELL
|
- |
-336- 7.88% |
$35.3K - $36.5K
|
3.93K
$424K
|
|
|
Jul 13, 2023
Q2 2023
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-337- 6.16% |
$35.4K - $36.6K
|
5.13K
$555K
|
|
|
Aug 11, 2023
Q2 2023
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-338- 14.0% |
$35.5K - $36.7K
|
2.08K
$224K
|
|
|
Aug 04, 2023
Q2 2023
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-339- 38.05% |
$35.6K - $36.8K
|
552
$59.7K
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
SELL
|
- |
-348- 17.28% |
$36.6K - $37.8K
|
1.67K
$180K
|
|
|
Aug 11, 2023
Q2 2023
|
Meeder Asset Management Inc
|
SELL
|
- |
-348- 0.91% |
$36.6K - $37.8K
|
37.9K
$4.1M
|
|
|
Jul 05, 2023
Q2 2023
|
Curbstone Financial Management Corp
|
SELL
|
- |
-350- 0.64% |
$36.8K - $38K
|
54.6K
$5.9M
|
|
|
Jul 18, 2023
Q2 2023
|
Investments & Financial Planning, LLC
Lexington, KY |
SELL
|
- |
-350- 4.99% |
$36.8K - $38K
|
6.66K
$720K
|
|
|
Jul 13, 2023
Q2 2023
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-351- 1.12% |
$36.9K - $38.1K
|
30.9K
$3.34M
|
|
|
Jul 31, 2023
Q2 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-351- 14.53% |
$36.9K - $38.1K
|
2.06K
$223K
|
|
|
Jul 27, 2023
Q2 2023
|
Grove Bank & Trust
|
SELL
|
- |
-360- 0.62% |
$37.9K - $39.1K
|
57.9K
$6.25M
|
|
|
Aug 14, 2023
Q2 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-369- 1.48% |
$38.8K - $40.1K
|
24.5K
$2.65M
|
|
|
Aug 04, 2023
Q2 2023
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-399- 0.4% |
$42K - $43.3K
|
98.6K
$10.7M
|
|
|
Jul 12, 2023
Q2 2023
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-400- 3.56% |
$42.1K - $43.4K
|
10.8K
$1.17M
|