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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2023
Q2 2023
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-2.89K- 40.4% |
$304K - $314K
|
4.27K
$461K
|
|
|
Jul 28, 2023
Q2 2023
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-2.91K- 11.94% |
$305K - $315K
|
21.4K
$2.32M
|
|
|
Aug 02, 2023
Q2 2023
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-2.91K- 31.11% |
$306K - $316K
|
6.44K
$696K
|
|
|
Aug 01, 2023
Q2 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-2.96K- 56.49% |
$311K - $321K
|
2.28K
$246K
|
|
|
Jul 26, 2023
Q2 2023
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-3K- 5.42% |
$315K - $326K
|
52.4K
$5.66M
|
|
|
Aug 08, 2023
Q2 2023
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-3K- 9.72% |
$316K - $326K
|
27.9K
$3.01M
|
|
|
Aug 01, 2023
Q2 2023
|
Keybank National Association
|
SELL
|
- |
-3.08K- 9.61% |
$324K - $335K
|
29K
$3.13M
|
|
|
Jul 26, 2023
Q2 2023
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-3.1K- 3.16% |
$326K - $336K
|
94.9K
$10.3M
|
|
|
Aug 09, 2023
Q2 2023
|
Regions Financial Corp
|
SELL
|
- |
-3.1K- 1.94% |
$326K - $337K
|
157K
$16.9M
|
|
|
Jul 26, 2023
Q2 2023
|
Paragon Wealth Strategies, LLC
|
SELL
|
- |
-3.14K- 47.61% |
$330K - $341K
|
3.46K
$374K
|
|
|
Jul 17, 2023
Q2 2023
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-3.18K- 23.35% |
$334K - $345K
|
10.4K
$1.13M
|
|
|
Jul 20, 2023
Q2 2023
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-3.22K- 2.87% |
$339K - $350K
|
109K
$11.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-3.26K- 3.7% |
$343K - $354K
|
84.8K
$9.16M
|
|
|
Jul 24, 2023
Q2 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-3.38K- 8.5% |
$355K - $367K
|
36.3K
$3.93M
|
|
|
Jul 31, 2023
Q2 2023
|
Brown Advisory Inc
|
SELL
|
- |
-3.49K- 5.89% |
$367K - $379K
|
55.8K
$6.03M
|
|
|
Aug 11, 2023
Q2 2023
|
First Citizens Asset Management, Inc.
Raleigh, NC |
SELL
|
- |
-3.57K- 2.78% |
$376K - $388K
|
125K
$13.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-3.57K- 31.99% |
$376K - $388K
|
7.6K
$821K
|
|
|
Jul 11, 2023
Q2 2023
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-3.59K- 15.74% |
$377K - $390K
|
19.2K
$2.08M
|
|
|
Aug 15, 2023
Q2 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-3.85K- 1.78% |
$405K - $418K
|
213K
$23M
|
|
|
Aug 09, 2023
Q2 2023
|
M&T Bank Corp
|
SELL
|
- |
-3.88K- 2.21% |
$408K - $422K
|
172K
$18.6M
|
|
|
Aug 04, 2023
Q2 2023
|
Lake Hills Wealth Management, LLC
|
SELL
|
- |
-3.94K- 55.86% |
$414K - $428K
|
3.11K
$337K
|
|
|
Aug 04, 2023
Q2 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-3.99K- 7.1% |
$419K - $433K
|
52.2K
$5.64M
|
|
|
Aug 08, 2023
Q2 2023
|
Klr Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-4.03K- 48.42% |
$424K - $437K
|
4.29K
$464K
|
|
|
Jul 11, 2023
Q2 2023
|
Stokes Capital Advisors, LLC
|
SELL
|
- |
-4.08K- 28.23% |
$429K - $443K
|
10.4K
$1.12M
|
|
|
Aug 14, 2023
Q2 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-4.31K- 1.83% |
$454K - $468K
|
232K
$25M
|
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-4.32K- 32.69% |
$454K - $469K
|
8.9K
$961K
|
|
|
Sep 05, 2023
Q2 2023
|
Westshore Wealth, LLC
|
SELL
|
- |
-4.33K- 48.49% |
$455K - $470K
|
4.6K
$497K
|
|
|
Aug 08, 2023
Q2 2023
|
Truepoint, Inc.
|
SELL
|
- |
-4.39K- 2.26% |
$462K - $477K
|
190K
$20.5M
|
|
|
Jul 12, 2023
Q2 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-4.39K- 19.86% |
$462K - $477K
|
17.7K
$1.92M
|
|
|
Aug 09, 2023
Q2 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-4.51K- 3.43% |
$474K - $490K
|
127K
$13.7M
|
|
|
Aug 10, 2023
Q2 2023
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-4.53K- 13.97% |
$476K - $492K
|
27.9K
$3.01M
|
|
|
Aug 15, 2023
Q2 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-4.63K- 13.65% |
$487K - $503K
|
29.3K
$3.16M
|
|
|
Aug 07, 2023
Q2 2023
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-4.65K- 15.86% |
$489K - $505K
|
24.7K
$2.67M
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-4.67K- 10.39% |
$491K - $507K
|
40.2K
$4.35M
|
|
|
Jul 17, 2023
Q2 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-4.73K- 12.99% |
$497K - $514K
|
31.7K
$3.42M
|
|
|
Jul 27, 2023
Q2 2023
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-4.77K- 8.65% |
$501K - $518K
|
50.3K
$5.44M
|
|
|
Aug 11, 2023
Q2 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-4.8K- 8.95% |
$504K - $521K
|
48.8K
$5.27M
|
|
|
Aug 08, 2023
Q2 2023
|
Dravo Bay LLC
Wilmington, DE |
SELL
|
- |
-4.86K- 11.04% |
$511K - $528K
|
39.2K
$4.23M
|
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-4.89K- 16.29% |
$514K - $531K
|
25.1K
$2.72M
|
|
|
Aug 15, 2023
Q2 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-4.99K- 83.52% |
$525K - $542K
|
985
$106K
|
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-5.04K- 1.07% |
$529K - $547K
|
465K
$50.3M
|
|
|
Aug 10, 2023
Q2 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-5.48K- 11.49% |
$576K - $595K
|
42.2K
$4.56M
|
|
|
Nov 13, 2023
Q2 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-5.48K- 11.49% |
$576K - $595K
|
42.2K
$4.56M
|
|
|
Aug 14, 2023
Q2 2023
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-5.6K- 53.98% |
$589K - $608K
|
4.77K
$516K
|
|
|
Aug 02, 2023
Q2 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-5.68K- 3.39% |
$598K - $617K
|
162K
$17.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-5.8K- 39.0% |
$610K - $630K
|
9.08K
$981K
|
|
|
Aug 08, 2023
Q2 2023
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-5.97K- 71.62% |
$628K - $648K
|
2.37K
$256K
|
|
|
Aug 10, 2023
Q2 2023
|
Davidson Investment Advisors
|
SELL
|
- |
-6.13K- 7.19% |
$645K - $666K
|
79.1K
$8.55M
|
|
|
Jul 18, 2023
Q2 2023
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-6.25K- 71.08% |
$657K - $679K
|
2.54K
$275K
|
|
|
Aug 28, 2023
Q2 2023
|
Myecfo, LLC
La Jolla, CA |
SELL
|
- |
-6.48K- 12.75% |
$681K - $704K
|
44.4K
$4.79M
|