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 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
66.3K+ 10.5% |
$6.97M - $7.2M
|
698K
$73.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
BUY
|
- |
60.2K+ 23.48% |
$6.33M - $6.53M
|
316K
$33.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
59.3K+ 10.11% |
$6.24M - $6.44M
|
646K
$68M
|
|
|
Aug 11, 2023
Q2 2023
|
Assetmark, Inc
|
BUY
|
- |
55.7K+ 2.92% |
$5.86M - $6.05M
|
1.97M
$207M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
54.7K+ 0.97% |
$5.75M - $5.94M
|
5.71M
$601M
|
|
|
Aug 14, 2023
Q2 2023
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
54.4K+ 19.08% |
$5.72M - $5.91M
|
339K
$35.7M
|
|
|
Jul 31, 2023
Q2 2023
|
Estate Counselors, LLC
|
BUY
|
- |
53.3K+ 500.0% |
$5.61M - $5.79M
|
64K
$6.73M
|
|
|
Aug 04, 2023
Q2 2023
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
50.8KNew |
$5.35M - $5.52M
|
50.8K
$5.35M
|
|
|
Jul 21, 2023
Q2 2023
|
Capital Insight Partners, LLC
|
BUY
|
- |
49.6K+ 29.08% |
$5.21M - $5.38M
|
220K
$23.1M
|
|
|
Jul 28, 2023
Q2 2023
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
46.7K+ 2086.64% |
$4.91M - $5.07M
|
48.9K
$5.15M
|
|
|
Aug 14, 2023
Q2 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
45.1K+ 563.53% |
$4.74M - $4.9M
|
53.1K
$5.58M
|
|
|
Aug 11, 2023
Q2 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
44.2K+ 14.46% |
$4.65M - $4.8M
|
350K
$36.8M
|
|
|
Aug 02, 2023
Q2 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
44.2K+ 54.71% |
$4.65M - $4.8M
|
125K
$13.1M
|
|
|
Jul 28, 2023
Q2 2023
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
41.5K+ 7.81% |
$4.36M - $4.5M
|
572K
$60.2M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
41.3K+ 59.93% |
$4.34M - $4.48M
|
110K
$11.6M
|
|
|
Jul 26, 2023
Q2 2023
|
Manning & Napier Group, LLC
|
BUY
|
- |
41.2K+ 10.44% |
$4.33M - $4.47M
|
436K
$45.8M
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
39.7K+ 8.14% |
$4.18M - $4.31M
|
527K
$55.5M
|
|
|
Jul 27, 2023
Q2 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
39K+ 29.07% |
$4.1M - $4.23M
|
173K
$18.2M
|
|
|
Aug 08, 2023
Q2 2023
|
Cosner Financial Group, LLC
Fort Collins, CO |
BUY
|
- |
38.1KNew |
$4M - $4.13M
|
38.1K
$4.01M
|
|
|
Aug 07, 2023
Q2 2023
|
Lindenwold Advisors
|
BUY
|
- |
38K+ 129.95% |
$4M - $4.13M
|
67.3K
$7.08M
|
|
|
Aug 09, 2023
Q2 2023
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
36.3KNew |
$3.82M - $3.95M
|
36.3K
$3.82M
|
|
|
Aug 11, 2023
Q2 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
35.2K+ 7.97% |
$3.7M - $3.82M
|
477K
$50.1M
|
|
|
Aug 15, 2023
Q2 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
34.4K+ 8.92% |
$3.62M - $3.74M
|
420K
$44.2M
|
|
|
Aug 17, 2023
Q2 2023
|
Sws Partners
|
BUY
|
- |
34KNew |
$3.58M - $3.7M
|
34K
$3.58M
|
|
|
Jul 31, 2023
Q2 2023
|
Cook Wealth Management Group LLC
Raleigh, NC |
BUY
|
- |
33.4KNew |
$3.52M - $3.63M
|
33.4K
$3.52M
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
BUY
|
- |
32.8K+ 47.19% |
$3.45M - $3.56M
|
102K
$10.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
32.5KNew |
$3.42M - $3.53M
|
32.5K
$3.42M
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
32.3K+ 3.04% |
$3.4M - $3.51M
|
1.1M
$115M
|
|
|
Aug 11, 2023
Q2 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
31.3K+ 116.52% |
$3.29M - $3.39M
|
58.1K
$6.11M
|
|
|
Aug 11, 2023
Q2 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
30.9K+ 31.23% |
$3.25M - $3.35M
|
130K
$13.6M
|
|
|
Jul 13, 2023
Q2 2023
|
Veery Capital, LLC
|
BUY
|
- |
30.3K+ 45.43% |
$3.18M - $3.29M
|
96.9K
$10.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
29.1K+ 11.04% |
$3.06M - $3.16M
|
293K
$30.8M
|
|
|
Aug 14, 2023
Q2 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
28.8K+ 2.5% |
$3.03M - $3.13M
|
1.18M
$124M
|
|
|
Aug 14, 2023
Q2 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
28.1K+ 20.77% |
$2.95M - $3.05M
|
163K
$17.2M
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
27.8K+ 14.77% |
$2.92M - $3.02M
|
216K
$22.7M
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
27.7K+ 7.43% |
$2.91M - $3.01M
|
400K
$42.1M
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
26.7K+ 19.49% |
$2.81M - $2.9M
|
164K
$17.2M
|
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
26.2K+ 44.61% |
$2.76M - $2.85M
|
85K
$8.94M
|
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
BUY
|
- |
24.7K+ 2.92% |
$2.6M - $2.68M
|
870K
$91.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
23.9K+ 4.94% |
$2.51M - $2.59M
|
507K
$53.3M
|
|
|
Jul 21, 2023
Q2 2023
|
Rmr Wealth Builders
|
BUY
|
- |
23.8K+ 20.41% |
$2.5M - $2.58M
|
140K
$14.7M
|
|
|
Aug 09, 2023
Q2 2023
|
Ellevest, Inc.
|
BUY
|
- |
23.4K+ 3.05% |
$2.46M - $2.54M
|
791K
$83.2M
|
|
|
Aug 10, 2023
Q2 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
22.4K+ 2.32% |
$2.35M - $2.43M
|
986K
$104M
|
|
|
Jul 24, 2023
Q2 2023
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
22.2K+ 18.8% |
$2.34M - $2.41M
|
141K
$14.8M
|
|
|
Jul 21, 2023
Q2 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
21.3KNew |
$2.24M - $2.31M
|
21.3K
$2.24M
|
|
|
Jul 22, 2024
Q2 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
21.1K+ 53.85% |
$2.22M - $2.3M
|
60.4K
$6.35M
|
|
|
Aug 09, 2023
Q2 2023
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
BUY
|
- |
21KNew |
$2.21M - $2.28M
|
21K
$2.21M
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
21K+ 6.15% |
$2.21M - $2.28M
|
362K
$38.1M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
20.5K+ 10.51% |
$2.15M - $2.22M
|
215K
$22.7M
|
|
|
Jul 21, 2023
Q2 2023
|
Austin Private Wealth, LLC
|
BUY
|
- |
20.4K+ 7.09% |
$2.15M - $2.22M
|
309K
$32.5M
|