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 17, 2023
Q2 2023
|
Sns Financial Group, LLC
|
SELL
|
- |
-14.8K- 10.74% |
$1.55M - $1.6M
|
123K
$13.3M
|
|
|
Aug 09, 2023
Q2 2023
|
Slow Capital, Inc.
|
SELL
|
- |
-15.2K- 5.82% |
$1.6M - $1.65M
|
246K
$26.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-16K- 4.26% |
$1.68M - $1.73M
|
359K
$38.9M
|
|
|
Jul 21, 2023
Q2 2023
|
Private Ocean, LLC
|
SELL
|
- |
-16.4K- 12.22% |
$1.73M - $1.79M
|
118K
$12.8M
|
|
|
Aug 11, 2023
Q2 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-16.6K- 81.34% |
$1.75M - $1.8M
|
3.81K
$413K
|
|
|
Jul 24, 2023
Q2 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-16.6K- 34.0% |
$1.75M - $1.8M
|
32.3K
$3.49M
|
|
|
Aug 14, 2023
Q2 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-16.9K- 14.94% |
$1.78M - $1.84M
|
96.4K
$10.4M
|
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-17.1K- 10.82% |
$1.8M - $1.86M
|
141K
$15.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-17.4K- 88.55% |
$1.83M - $1.88M
|
2.24K
$243K
|
|
|
Aug 14, 2023
Q2 2023
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-17.9K- 10.76% |
$1.88M - $1.94M
|
148K
$16.1M
|
|
|
Aug 08, 2023
Q2 2023
|
Esg Planning
Santa Clara, CA |
SELL
|
- |
-18.1K- 72.97% |
$1.9M - $1.97M
|
6.71K
$727K
|
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-18.2K- 2.46% |
$1.92M - $1.98M
|
723K
$78.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-20.4K- 85.9% |
$2.15M - $2.22M
|
3.35K
$363K
|
|
|
Aug 14, 2023
Q2 2023
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-20.9K- 88.78% |
$2.2M - $2.27M
|
2.64K
$286K
|
|
|
Jul 17, 2023
Q2 2023
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-21.1K- 10.14% |
$2.22M - $2.29M
|
187K
$20.3M
|
|
|
Aug 08, 2023
Q2 2023
|
Column Capital Advisors, LLC
|
SELL
|
- |
-21.4K- 4.74% |
$2.25M - $2.32M
|
429K
$46.5M
|
|
|
Jul 07, 2023
Q2 2023
|
Legacy Private Trust Co.
|
SELL
|
- |
-23.3K- 16.2% |
$2.45M - $2.53M
|
121K
$13.1M
|
|
|
Aug 03, 2023
Q2 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-24.6K- 5.13% |
$2.59M - $2.68M
|
456K
$49.4M
|
|
|
Jul 13, 2023
Q2 2023
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-24.8K- 10.45% |
$2.61M - $2.69M
|
212K
$23M
|
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-25.1K- 2.07% |
$2.64M - $2.73M
|
1.19M
$128M
|
|
|
Jul 20, 2023
Q2 2023
|
Greenspring Advisors, LLC
|
SELL
|
- |
-26.1K- 61.64% |
$2.74M - $2.83M
|
16.2K
$1.76M
|
|
|
Jul 25, 2023
Q2 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-26.2K- 93.17% |
$2.75M - $2.84M
|
1.92K
$208K
|
|
|
Jul 11, 2023
Q2 2023
|
Life Pro Asset Management
|
SELL
|
- |
-26.7K- 43.97% |
$2.81M - $2.9M
|
34K
$3.69M
|
|
|
Jul 20, 2023
Q2 2023
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-29.2K- 23.33% |
$3.08M - $3.18M
|
96.1K
$10.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Laird Norton Trust Company, LLC
|
SELL
|
- |
-32.2K- 11.64% |
$3.39M - $3.5M
|
245K
$26.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-33.2K- 13.56% |
$3.49M - $3.6M
|
212K
$22.9M
|
|
|
Aug 08, 2023
Q2 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-34K- 52.27% |
$3.57M - $3.69M
|
31K
$3.36M
|
|
|
Aug 15, 2023
Q2 2023
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-34.1K- 27.87% |
$3.58M - $3.7M
|
88.1K
$9.55M
|
|
|
Aug 14, 2023
Q2 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-34.6K- 13.74% |
$3.64M - $3.76M
|
217K
$23.5M
|
|
|
Aug 07, 2023
Q2 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-35.1K- 6.55% |
$3.69M - $3.81M
|
501K
$54.2M
|
|
|
Aug 03, 2023
Q2 2023
|
Florin Court Capital LLP
|
SELL
|
- |
-35.2K- 83.41% |
$3.7M - $3.82M
|
7K
$758K
|
|
|
Jul 13, 2023
Q2 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-35.2K- 16.82% |
$3.71M - $3.83M
|
174K
$18.9M
|
|
|
Aug 11, 2023
Q2 2023
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-38.2K- 9.51% |
$4.02M - $4.15M
|
364K
$39.4M
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-41K- 0.59% |
$4.31M - $4.45M
|
6.87M
$744M
|
|
|
Sep 07, 2023
Q2 2023
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-45.2K- 41.04% |
$4.75M - $4.91M
|
64.9K
$7.03M
|
|
|
Jul 17, 2023
Q2 2023
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-46.1K- 65.09% |
$4.84M - $5M
|
24.7K
$2.68M
|
|
|
Jul 27, 2023
Q2 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-50.2K- 18.86% |
$5.28M - $5.45M
|
216K
$23.4M
|
|
|
Jul 31, 2023
Q2 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-50.7K- 85.61% |
$5.33M - $5.5M
|
8.51K
$922K
|
|
|
Aug 09, 2023
Q2 2023
|
Old Mission Capital LLC
|
SELL
|
- |
-59.3K- 47.06% |
$6.23M - $6.44M
|
66.7K
$7.23M
|
|
|
Aug 11, 2023
Q2 2023
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-65K- 43.73% |
$6.84M - $7.06M
|
83.7K
$9.07M
|
|
|
Aug 02, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-66.6K- 92.03% |
$7M - $7.23M
|
5.77K
$625K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-67.8K- 20.23% |
$7.12M - $7.36M
|
267K
$28.9M
|
|
|
Aug 04, 2023
Q2 2023
|
Citizens Financial Group Inc
|
SELL
|
- |
-68K- 15.27% |
$7.15M - $7.39M
|
377K
$40.9M
|
|
|
Jul 21, 2023
Q2 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-69K- 36.17% |
$7.25M - $7.49M
|
122K
$13.2M
|
|
|
Jul 21, 2023
Q2 2023
|
1900 Wealth Management LLC
|
SELL
|
- |
-76.4K- 46.33% |
$8.03M - $8.29M
|
88.5K
$9.58M
|
|
|
Jul 19, 2023
Q2 2023
|
Elm Partners Management LLC
|
SELL
|
- |
-79.1K- 50.93% |
$8.32M - $8.59M
|
76.2K
$8.25M
|
|
|
Aug 10, 2023
Q2 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-80K- 15.66% |
$8.41M - $8.68M
|
431K
$46.7M
|
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-84.8K- 17.09% |
$8.92M - $9.21M
|
412K
$44.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-96K- 8.03% |
$10.1M - $10.4M
|
1.1M
$119M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-120K- 14.75% |
$12.6M - $13M
|
693K
$75M
|