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 11, 2023
Q2 2023
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-7.32K- 10.81% |
$770K - $795K
|
60.4K
$6.54M
|
|
|
Aug 11, 2023
Q2 2023
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-7.33K- 29.67% |
$771K - $796K
|
17.4K
$1.88M
|
|
|
Aug 14, 2023
Q2 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-7.39K- 80.16% |
$777K - $802K
|
1.83K
$198K
|
|
|
Aug 10, 2023
Q2 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-7.45K- 3.08% |
$783K - $809K
|
234K
$25.4M
|
|
|
Aug 02, 2023
Q2 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-7.53K- 5.94% |
$792K - $818K
|
119K
$12.9M
|
|
|
Aug 09, 2023
Q2 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-7.56K- 10.64% |
$795K - $821K
|
63.5K
$6.88M
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO
|
SELL
|
- |
-7.83K- 22.08% |
$824K - $851K
|
27.6K
$3M
|
|
|
Jul 31, 2023
Q2 2023
|
Bms Financial Advisors, LLC
|
SELL
|
- |
-7.85K- 48.05% |
$826K - $853K
|
8.49K
$920K
|
|
|
Jul 21, 2023
Q2 2023
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-7.86K- 0.9% |
$826K - $853K
|
861K
$93.3M
|
|
|
Aug 14, 2023
Q2 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-7.97K- 7.71% |
$838K - $866K
|
95.4K
$10.3M
|
|
|
Jul 25, 2023
Q2 2023
|
Old National Bancorp
|
SELL
|
- |
-8.18K- 31.0% |
$860K - $888K
|
18.2K
$1.97M
|
|
|
Aug 11, 2023
Q2 2023
|
Fairhaven Wealth Management, LLC
|
SELL
|
- |
-8.24K- 32.1% |
$866K - $894K
|
17.4K
$1.89M
|
|
|
Jul 26, 2023
Q2 2023
|
Cx Institutional
|
SELL
|
- |
-8.28K- 3.82% |
$871K - $899K
|
209K
$22.6M
|
|
|
Aug 08, 2023
Q2 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-8.36K- 2.88% |
$879K - $908K
|
282K
$30.5M
|
|
|
Aug 09, 2023
Q2 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-8.59K- 48.55% |
$904K - $933K
|
9.1K
$986K
|
|
|
Jul 25, 2023
Q2 2023
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-8.86K- 10.64% |
$932K - $962K
|
74.4K
$8.06M
|
|
|
Aug 08, 2023
Q2 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-9.04K- 0.8% |
$951K - $982K
|
1.12M
$121M
|
|
|
Aug 14, 2023
Q2 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
SELL
|
- |
-9.05K- 19.41% |
$951K - $982K
|
37.6K
$4.07M
|
|
|
Nov 21, 2023
Q2 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-9.46K- 61.4% |
$995K - $1.03M
|
5.95K
$645K
|
|
|
Jul 14, 2023
Q2 2023
|
Sharkey, Howes & Javer
|
SELL
|
- |
-9.48K- 36.78% |
$997K - $1.03M
|
16.3K
$1.77M
|
|
|
Aug 04, 2023
Q2 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-9.58K- 48.33% |
$1.01M - $1.04M
|
10.2K
$1.11M
|
|
|
Aug 08, 2023
Q2 2023
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-9.68K- 15.04% |
$1.02M - $1.05M
|
54.7K
$5.92M
|
|
|
Jul 14, 2023
Q2 2023
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-9.86K- 47.18% |
$1.04M - $1.07M
|
11K
$1.2M
|
|
|
Jul 20, 2023
Q2 2023
|
Bailard, Inc.
|
SELL
|
- |
-9.92K- 3.02% |
$1.04M - $1.08M
|
319K
$34.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-10.2K- 44.29% |
$1.07M - $1.1M
|
12.8K
$1.38M
|
|
|
Jul 26, 2023
Q2 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-10.4K- 3.59% |
$1.09M - $1.13M
|
278K
$30.1M
|
|
|
Jul 28, 2023
Q2 2023
|
Detalus Advisors, LLC
|
SELL
|
- |
-10.4K- 22.45% |
$1.09M - $1.13M
|
35.8K
$3.88M
|
|
|
Jul 17, 2023
Q2 2023
|
Forte Asset Management LLC
|
SELL
|
- |
-10.5K- 18.45% |
$1.11M - $1.14M
|
46.5K
$5.04M
|
|
|
Jul 25, 2023
Q2 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-10.6K- 46.59% |
$1.12M - $1.15M
|
12.2K
$1.32M
|
|
|
Aug 03, 2023
Q2 2023
|
Asio Capital, LLC
|
SELL
|
- |
-10.8K- 3.96% |
$1.13M - $1.17M
|
262K
$28.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-10.9K- 45.77% |
$1.15M - $1.19M
|
13K
$1.4M
|
|
|
Jul 27, 2023
Q2 2023
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-11.2K- 94.31% |
$1.18M - $1.22M
|
675
$73.1K
|
|
|
Aug 10, 2023
Q2 2023
|
Wavelength Capital Management, LLC
|
SELL
|
- |
-11.3K- 11.17% |
$1.18M - $1.22M
|
89.6K
$9.71M
|
|
|
Aug 04, 2023
Q2 2023
|
Adviser Investments LLC
|
SELL
|
- |
-11.7K- 2.06% |
$1.23M - $1.27M
|
555K
$60.1M
|
|
|
Jul 24, 2023
Q2 2023
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-11.7K- 50.04% |
$1.24M - $1.28M
|
11.7K
$1.27M
|
|
|
Jul 19, 2023
Q2 2023
|
Aspiriant, LLC
|
SELL
|
- |
-12.1K- 8.24% |
$1.27M - $1.31M
|
135K
$14.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Arcadia Wealth Management, LLC
Manchester, NH |
SELL
|
- |
-12.5K- 33.24% |
$1.31M - $1.36M
|
25.1K
$2.72M
|
|
|
Aug 11, 2023
Q2 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-12.8K- 12.36% |
$1.34M - $1.39M
|
90.6K
$9.82M
|
|
|
Aug 14, 2023
Q2 2023
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-12.9K- 15.44% |
$1.36M - $1.4M
|
70.6K
$7.65M
|
|
|
Aug 14, 2023
Q2 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-13.3K- 11.77% |
$1.4M - $1.44M
|
99.6K
$10.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-13.5K- 8.66% |
$1.42M - $1.47M
|
142K
$15.4M
|
|
|
Aug 09, 2023
Q2 2023
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-13.7K- 25.23% |
$1.44M - $1.49M
|
40.5K
$4.39M
|
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-13.7K- 55.42% |
$1.44M - $1.49M
|
11K
$1.19M
|
|
|
Jul 25, 2023
Q2 2023
|
Ferguson Shapiro LLC
|
SELL
|
- |
-13.8K- 73.04% |
$1.45M - $1.5M
|
5.09K
$552K
|
|
|
Aug 04, 2023
Q2 2023
|
Savant Capital, LLC
|
SELL
|
- |
-13.9K- 6.57% |
$1.46M - $1.51M
|
197K
$21.4M
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
SELL
|
- |
-14K- 4.16% |
$1.48M - $1.53M
|
324K
$35.1M
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-14.2K- 90.12% |
$1.49M - $1.54M
|
1.56K
$169K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-14.3K- 2.95% |
$1.51M - $1.56M
|
472K
$51.1M
|
|
|
Aug 16, 2023
Q2 2023
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-14.4K- 24.47% |
$1.51M - $1.56M
|
44.4K
$4.81M
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-14.5K- 2.56% |
$1.52M - $1.57M
|
552K
$59.8M
|