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 01, 2023 Q2 2023
Todd Asset Management LLC

SELL
 -
-1.41K
- 27.92%
$148K - $153K
3.63K $392K
Jul 26, 2023 Q2 2023
Cypress Capital Group

SELL
 -
-1.44K
- 2.9%
$151K - $156K
48.2K $5.21M
Aug 14, 2023 Q2 2023
Zacks Investment Management

Chicago, IL
SELL
 -
-1.46K
- 43.24%
$153K - $158K
1.91K $207K
Aug 03, 2023 Q2 2023
W Advisors, LLC

Germantown, TN
SELL
 -
-1.59K
- 6.4%
$167K - $173K
23.3K $2.52M
Jul 31, 2023 Q2 2023
Meritage Portfolio Management

SELL
 -
-1.61K
- 5.43%
$169K - $175K
28K $3.03M
Aug 09, 2023 Q2 2023
Brio Consultants, LLC

SELL
 -
-1.62K
- 3.6%
$170K - $175K
43.3K $4.68M
Aug 07, 2023 Q2 2023
Investment Partners, Ltd.

SELL
 -
-1.62K
- 4.95%
$170K - $176K
31.1K $3.36M
Apr 16, 2024 Q2 2023
Arrowroot Family Office, LLC

Marina Del Rey, CA
SELL
 -
-1.64K
- 31.49%
$173K - $178K
3.58K $386K
Jul 27, 2023 Q2 2023
Washington Trust CO

SELL
 -
-1.66K
- 73.85%
$174K - $180K
587 $63.4K
Aug 15, 2023 Q2 2023
High Falls Advisors, Inc

Rochester, NY
SELL
 -
-1.72K
- 2.85%
$181K - $187K
58.6K $6.34M
Aug 07, 2023 Q2 2023
Almanack Investment Partners, Llc.

Wayne, PA
SELL
 -
-1.84K
- 11.92%
$194K - $200K
13.6K $1.47M
Jul 12, 2023 Q2 2023
One Advisory Partners, LLC

SELL
 -
-1.9K
- 3.84%
$200K - $206K
47.6K $5.14M
Aug 08, 2023 Q2 2023
Operose Advisors LLC

Milwaukee, WI
SELL
 -
-1.98K
- 4.45%
$208K - $215K
42.5K $4.59M
Jul 13, 2023 Q2 2023
Qp Wealth Management, LLC

SELL
 -
-1.99K
- 50.51%
$209K - $216K
1.95K $210K
Aug 03, 2023 Q2 2023
United Bank

Vienna, VA
SELL
 -
-2K
- 6.48%
$211K - $217K
28.9K $3.12M
Aug 02, 2023 Q2 2023
Meridian Wealth Partners, LLC

Blue Bell, PA
SELL
 -
-2.07K
- 0.7%
$217K - $225K
294K $31.7M
Jul 12, 2023 Q2 2023
Colorado Capital Management, Inc.

SELL
 -
-2.13K
- 41.56%
$224K - $231K
2.99K $323K
Aug 08, 2023 Q2 2023
Legacy Financial Advisors, Inc.

SELL
 -
-2.14K
- 1.51%
$225K - $232K
139K $15M
Aug 08, 2023 Q2 2023
Kovitz Investment Group Partners, LLC

SELL
 -
-2.15K
- 6.15%
$226K - $233K
32.7K $3.54M
Aug 11, 2023 Q2 2023
Visionary Wealth Advisors

O'fallon, IL
SELL
 -
-2.16K
- 13.61%
$227K - $235K
13.7K $1.48M
Aug 10, 2023 Q2 2023
Cibc Private Wealth Group, LLC

SELL
 -
-2.25K
- 27.44%
$237K - $244K
5.95K $643K
Jul 31, 2023 Q2 2023
Mutual Advisors, LLC

Casper, WY
SELL
 -
-2.26K
- 6.63%
$238K - $245K
31.8K $3.44M
Jul 17, 2023 Q2 2023
Moller Financial Services

SELL
 -
-2.28K
- 2.95%
$240K - $248K
75K $8.11M
Aug 03, 2023 Q2 2023
Baron Financial Group, LLC

Fair Lawn, NJ
SELL
 -
-2.29K
- 14.01%
$240K - $248K
14K $1.52M
Aug 04, 2023 Q2 2023
Helen Stephens Group, LLC

SELL
 -
-2.29K
- 10.0%
$241K - $249K
20.6K $2.23M
Aug 08, 2023 Q2 2023
Advisor Os, LLC

SELL
 -
-2.36K
- 22.33%
$248K - $256K
8.22K $888K
Aug 26, 2024 Q2 2023
World Equity Group, Inc.

Schaumburg, IL
SELL
 -
-2.37K
Closed
$249K - $257K
0 $0
Aug 02, 2023 Q2 2023
Wealth Alliance

Mellville, NY
SELL
 -
-2.47K
- 14.34%
$259K - $268K
14.7K $1.59M
Aug 14, 2023 Q2 2023
Stokes Family Office, LLC

SELL
 -
-2.47K
- 6.23%
$260K - $269K
37.2K $4.02M
Aug 11, 2023 Q2 2023
Insight Wealth Partners, LLC

SELL
 -
-2.48K
- 10.55%
$261K - $269K
21K $2.27M
Jul 24, 2023 Q2 2023
Mcf Advisors LLC

Covington, KY
SELL
 -
-2.49K
- 25.06%
$262K - $270K
7.44K $804K
Jul 21, 2023 Q2 2023
Gen Trust, LLC

SELL
 -
-2.5K
- 2.66%
$263K - $271K
91.3K $9.87M
Aug 14, 2023 Q2 2023
Ambassador Advisors, LLC

Lancaster, PA
SELL
 -
-2.51K
- 14.9%
$264K - $272K
14.3K $1.55M
Jul 20, 2023 Q2 2023
Successful Portfolios LLC

SELL
 -
-2.51K
- 40.91%
$264K - $273K
3.63K $392K
Jul 12, 2023 Q2 2023
Fsm Wealth Advisors, LLC

Cleveland, OH
SELL
 -
-2.53K
- 6.79%
$266K - $275K
34.7K $3.75M
Jul 13, 2023 Q2 2023
Transcend Capital Advisors, LLC

SELL
 -
-2.58K
- 26.58%
$271K - $280K
7.12K $770K
Aug 11, 2023 Q2 2023
Relative Value Partners Group, LLC

Northbrook, IL
SELL
 -
-2.59K
- 2.63%
$272K - $281K
95.9K $10.4M
Jul 10, 2023 Q2 2023
Fragasso Group Inc.

Pittsburgh, PA
SELL
 -
-2.59K
- 2.39%
$272K - $281K
106K $11.4M
Jul 17, 2023 Q2 2023
Teamwork Financial Advisors, LLC

SELL
 -
-2.6K
- 52.98%
$273K - $282K
2.3K $249K
Jul 13, 2023 Q2 2023
Mayflower Financial Advisors, LLC

SELL
 -
-2.6K
- 2.1%
$273K - $282K
121K $13.1M
Jul 21, 2023 Q2 2023
Rcs Financial Planning, LLC

Annapolis, MD
SELL
 -
-2.63K
- 17.49%
$276K - $285K
12.4K $1.34M
Aug 07, 2023 Q2 2023
Roffman Miller Associates Inc

Philadelphia, PA
SELL
 -
-2.64K
- 29.01%
$277K - $286K
6.45K $697K
Jul 13, 2023 Q2 2023
Olio Financial Planning

SELL
 -
-2.69K
- 21.14%
$282K - $292K
10K $1.08M
Sep 26, 2023 Q2 2023
M Holdings Securities, Inc.

Portland, OR
SELL
 -
-2.69K
- 50.13%
$283K - $292K
2.67K $289K
Aug 01, 2024 Q2 2023
Wr Wealth Planners, LLC

Columbia, MO
SELL
 -
-2.7K
- 17.4%
$284K - $293K
12.8K $1.38M
Aug 14, 2023 Q2 2023
Fairview Capital Investment Management, LLC

Greenbrae, CA
SELL
 -
-2.75K
- 14.97%
$289K - $299K
15.6K $1.69M
Jul 25, 2023 Q2 2023
Lex Aurum Advisors, LLC

SELL
 -
-2.79K
- 43.05%
$294K - $303K
3.69K $399K
Jul 07, 2023 Q2 2023
Parkside Investments, LLC

SELL
 -
-2.8K
- 1.71%
$294K - $304K
161K $17.4M
Aug 14, 2023 Q2 2023
Wealthsource Partners, LLC

SELL
 -
-2.84K
- 4.22%
$298K - $308K
64.5K $6.97M

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