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 15, 2023
Q2 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-869- 1.34% |
$91.4K - $94.4K
|
63.9K
$6.9M
|
|
|
Aug 08, 2023
Q2 2023
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-873- 15.85% |
$91.8K - $94.8K
|
4.64K
$501K
|
|
|
Aug 09, 2023
Q2 2023
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-881- 17.98% |
$92.6K - $95.7K
|
4.02K
$434K
|
|
|
Jul 13, 2023
Q2 2023
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-902- 2.34% |
$94.9K - $97.9K
|
37.6K
$4.06M
|
|
|
Jul 13, 2023
Q2 2023
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-905- 28.99% |
$95.2K - $98.3K
|
2.22K
$240K
|
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Securities LLC
|
SELL
|
- |
-909- 12.08% |
$95.6K - $98.7K
|
6.61K
$715K
|
|
|
Jul 20, 2023
Q2 2023
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-923- 3.45% |
$97.1K - $100K
|
25.9K
$2.79M
|
|
|
Aug 01, 2023
Q2 2023
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-923- 14.92% |
$97.1K - $100K
|
5.26K
$569K
|
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-924- 5.42% |
$97.2K - $100K
|
16.1K
$1.74M
|
|
|
Apr 22, 2024
Q2 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-930- 7.74% |
$97.8K - $101K
|
11.1K
$1.2M
|
|
|
Aug 11, 2023
Q2 2023
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-933- 25.7% |
$98.1K - $101K
|
2.7K
$292K
|
|
|
Jul 14, 2023
Q2 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-934- 1.05% |
$98.2K - $101K
|
88K
$9.51M
|
|
|
Feb 14, 2024
Q2 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-934- 1.05% |
$98.2K - $101K
|
88K
$9.51M
|
|
|
Jul 28, 2023
Q2 2023
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-950- 27.44% |
$99.9K - $103K
|
2.51K
$271K
|
|
|
Aug 14, 2023
Q2 2023
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-999- 5.25% |
$105K - $108K
|
18K
$1.95M
|
|
|
Jul 07, 2023
Q2 2023
|
Cooper Financial Group
|
SELL
|
- |
-1K- 12.53% |
$105K - $109K
|
6.98K
$754K
|
|
|
Jul 19, 2023
Q2 2023
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-1K- 3.2% |
$105K - $109K
|
30.3K
$3.27M
|
|
|
Jul 19, 2023
Q2 2023
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-1.02K- 8.87% |
$108K - $111K
|
10.5K
$1.14M
|
|
|
Jul 31, 2023
Q2 2023
|
Regis Management CO LLC
|
SELL
|
- |
-1.03K- 15.72% |
$108K - $111K
|
5.5K
$594K
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.03K- 3.45% |
$108K - $112K
|
28.8K
$3.11M
|
|
|
Jul 11, 2023
Q2 2023
|
Paragon Capital Management LTD
|
SELL
|
- |
-1.04K- 11.63% |
$109K - $113K
|
7.89K
$853K
|
|
|
Aug 07, 2023
Q2 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-1.04K- 0.26% |
$109K - $113K
|
395K
$42.7M
|
|
|
Aug 29, 2024
Q2 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-1.04K- 0.26% |
$109K - $113K
|
395K
$42.7M
|
|
|
Jul 13, 2023
Q2 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-1.04K- 5.02% |
$109K - $113K
|
19.7K
$2.13M
|
|
|
Aug 14, 2023
Q2 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-1.05K- 0.3% |
$110K - $114K
|
344K
$37.2M
|
|
|
Aug 07, 2023
Q2 2023
|
Dean Investment Associates, LLC
Beavercreek, OH |
SELL
|
- |
-1.07K- 5.34% |
$113K - $117K
|
19K
$2.06M
|
|
|
Jul 27, 2023
Q2 2023
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-1.09K- 14.12% |
$114K - $118K
|
6.61K
$714K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-1.1K- 4.91% |
$116K - $120K
|
21.3K
$2.3M
|
|
|
Jul 18, 2023
Q2 2023
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-1.13K- 9.78% |
$119K - $122K
|
10.4K
$1.12M
|
|
|
Jul 24, 2023
Q2 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-1.14K- 40.13% |
$120K - $124K
|
1.7K
$184K
|
|
|
Aug 08, 2023
Q2 2023
|
Sepio Capital, LP
|
SELL
|
- |
-1.14K- 7.98% |
$120K - $124K
|
13.2K
$1.42M
|
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-1.14K- 6.3% |
$120K - $124K
|
17K
$1.84M
|
|
|
Aug 11, 2023
Q2 2023
|
German American Bancorp, Inc.
Jasper, IN |
SELL
|
- |
-1.15K- 1.34% |
$121K - $125K
|
84.9K
$9.18M
|
|
|
Jul 25, 2023
Q2 2023
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-1.16K- 11.15% |
$122K - $126K
|
9.22K
$996K
|
|
|
Jul 21, 2023
Q2 2023
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-1.18K- 33.61% |
$124K - $128K
|
2.32K
$251K
|
|
|
Jul 18, 2023
Q2 2023
|
Zhang Financial LLC
|
SELL
|
- |
-1.2K- 3.68% |
$126K - $130K
|
31.5K
$3.4M
|
|
|
Aug 08, 2023
Q2 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-1.2K- 1.79% |
$126K - $131K
|
66K
$7.13M
|
|
|
Aug 10, 2023
Q2 2023
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-1.21K- 2.77% |
$127K - $131K
|
42.3K
$4.57M
|
|
|
Jul 26, 2023
Q2 2023
|
Diversified, LLC
|
SELL
|
- |
-1.22K- 25.61% |
$128K - $132K
|
3.54K
$383K
|
|
|
Nov 06, 2024
Q2 2023
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-1.22K- 11.87% |
$128K - $133K
|
9.07K
$980K
|
|
|
Jul 12, 2023
Q2 2023
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-1.25K- 3.98% |
$131K - $136K
|
30.1K
$3.25M
|
|
|
Aug 01, 2023
Q2 2023
|
First National Trust CO
|
SELL
|
- |
-1.28K- 2.53% |
$135K - $139K
|
49.4K
$5.33M
|
|
|
Jul 21, 2023
Q2 2023
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-1.31K- 5.2% |
$138K - $142K
|
23.9K
$2.58M
|
|
|
Jul 26, 2023
Q2 2023
|
Mattern Wealth Management LLC
|
SELL
|
- |
-1.35K- 26.17% |
$142K - $146K
|
3.8K
$411K
|
|
|
Aug 10, 2023
Q2 2023
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-1.35K- 2.71% |
$142K - $146K
|
48.4K
$5.23M
|
|
|
Aug 14, 2023
Q2 2023
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-1.35K- 5.95% |
$142K - $147K
|
21.4K
$2.31M
|
|
|
Aug 14, 2023
Q2 2023
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-1.38K- 20.2% |
$145K - $150K
|
5.45K
$589K
|
|
|
Jul 18, 2023
Q2 2023
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-1.38K- 4.92% |
$146K - $150K
|
26.8K
$2.89M
|
|
|
Jul 14, 2023
Q2 2023
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-1.39K- 40.3% |
$147K - $151K
|
2.07K
$223K
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-1.4K- 2.88% |
$147K - $152K
|
47.1K
$5.09M
|