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
Jul 28, 2023 Q2 2023
Private Trust CO Na

BUY
 -
20.3K
+ 254.24%
$2.14M - $2.2M
28.3K $3.07M
Aug 08, 2023 Q2 2023
Kestra Private Wealth Services, LLC

BUY
 -
19.9K
+ 81.31%
$2.1M - $2.17M
44.5K $4.82M
Jul 26, 2023 Q2 2023
Sawtooth Solutions, LLC

BUY
 -
19.7K
+ 198.44%
$2.07M - $2.14M
29.6K $3.2M
Aug 15, 2023 Q2 2023
Equitable Holdings, Inc.

New York, NY
BUY
 -
19.4K
+ 11.73%
$2.04M - $2.11M
185K $20M
Aug 14, 2023 Q2 2023
Goldman Sachs Group Inc

New York, NY
BUY
 -
19.2K
+ 1.54%
$2.02M - $2.08M
1.27M $137M
May 14, 2024 Q2 2023
Goldman Sachs Group Inc

New York, NY
BUY
 -
19.2K
+ 1.54%
$2.02M - $2.08M
1.27M $137M
Aug 01, 2023 Q2 2023
Truist Financial Corp

BUY
 -
19.1K
+ 2.31%
$2M - $2.07M
845K $91.5M
Aug 10, 2023 Q2 2023
Axs Investments LLC

Port Chester, NY
BUY
 -
19K
New
$2M - $2.06M
19K $2.06M
Aug 03, 2023 Q2 2023
First Horizon Advisors, Inc.

BUY
 -
18.7K
+ 37.24%
$1.97M - $2.03M
68.9K $7.46M
Jul 18, 2023 Q2 2023
Financial Life Advisors

BUY
 -
18K
+ 51.3%
$1.9M - $1.96M
53.2K $5.76M
Aug 17, 2023 Q2 2023
Vicus Capital

State College, PA
BUY
 -
17K
+ 12.68%
$1.79M - $1.85M
151K $16.4M
Aug 14, 2023 Q2 2023
Sandy Cove Advisors, LLC

Hingham, MA
BUY
 -
16.5K
New
$1.74M - $1.8M
16.5K $1.79M
Jul 19, 2023 Q2 2023
Foundations Investment Advisors, LLC

BUY
 -
16.1K
New
$1.69M - $1.74M
16.1K $1.74M
Jul 18, 2023 Q2 2023
Kowal Investment Group, LLC

Waukesha, WI
BUY
 -
15.8K
New
$1.66M - $1.71M
15.8K $1.71M
Jun 17, 2024 Q2 2023
Traphagen Investment Advisors LLC

Oradell, NJ
BUY
 -
15.3K
+ 32.22%
$1.61M - $1.66M
62.9K $6.82M
Jul 14, 2023 Q2 2023
Cliftonlarsonallen Wealth Advisors, LLC

BUY
 -
15K
+ 1.47%
$1.58M - $1.63M
1.04M $113M
Jul 19, 2023 Q2 2023
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
BUY
 -
14.9K
+ 11.95%
$1.57M - $1.62M
140K $15.1M
Jul 10, 2023 Q2 2023
Foster Group, Inc.

BUY
 -
14.9K
+ 1.73%
$1.57M - $1.62M
879K $95.2M
Jan 24, 2024 Q2 2023
Financial Insights, Inc.

BUY
 -
14.9K
+ 32.02%
$1.56M - $1.61M
61.3K $6.64M
Jul 14, 2023 Q2 2023
Arden Trust CO

BUY
 -
14.7K
+ 30.73%
$1.55M - $1.6M
62.6K $6.79M
Aug 03, 2023 Q2 2023
Icon Wealth Partners, LLC

BUY
 -
14.6K
+ 6.84%
$1.54M - $1.59M
229K $24.8M
Jul 28, 2023 Q2 2023
Crewe Advisors LLC

BUY
 -
14.3K
+ 53.48%
$1.5M - $1.55M
41K $4.44M
Aug 09, 2023 Q2 2023
Cherry Tree Wealth Management, LLC

Minnetonka, MN
BUY
 -
13.9K
New
$1.46M - $1.51M
13.9K $1.5M
Aug 03, 2023 Q2 2023
Dynamic Advisor Solutions LLC

BUY
 -
13.4K
+ 45.08%
$1.41M - $1.45M
43K $4.66M
Aug 09, 2023 Q2 2023
Private Advisor Group, LLC

BUY
 -
13.3K
+ 12.21%
$1.4M - $1.45M
122K $13.3M
Aug 11, 2023 Q2 2023
Regis Acquisition Inc.

Denver, CO
BUY
 -
13K
+ 77.85%
$1.37M - $1.41M
29.7K $3.22M
Jul 12, 2023 Q2 2023
Symphony Financial, Ltd. Co.

BUY
 -
12.7K
New
$1.34M - $1.38M
12.7K $1.38M
Jul 13, 2023 Q2 2023
Patriot Investment Management Inc.

BUY
 -
12.7K
+ 16.0%
$1.34M - $1.38M
92.4K $10M
Jul 26, 2023 Q2 2023
Cahaba Wealth Management, Inc.

BUY
 -
12.7K
+ 7.11%
$1.33M - $1.38M
191K $20.7M
Jul 25, 2023 Q2 2023
Resonant Capital Advisors, LLC

BUY
 -
12.1K
+ 13.82%
$1.27M - $1.32M
99.8K $10.8M
Aug 08, 2023 Q2 2023
Lebenthal Global Advisors, LLC

BUY
 -
11.9K
+ 5.72%
$1.25M - $1.29M
220K $23.8M
Aug 10, 2023 Q2 2023
Rinkey Investments

San Diego, CA
BUY
 -
11.7K
+ 11.02%
$1.23M - $1.27M
118K $12.7M
Jul 13, 2023 Q2 2023
Wesbanco Bank Inc

BUY
 -
11.5K
+ 9.9%
$1.21M - $1.25M
128K $13.9M
Aug 09, 2023 Q2 2023
Alesco Advisors LLC

Pittsford, NY
BUY
 -
11.5K
+ 10.32%
$1.21M - $1.25M
123K $13.3M
Aug 01, 2023 Q2 2023
Motive Wealth Advisors

BUY
 -
11.4K
+ 30.39%
$1.19M - $1.23M
48.7K $5.28M
Jul 27, 2023 Q2 2023
Colton Groome Financial Advisors, LLC

BUY
 -
11.3K
+ 103.98%
$1.18M - $1.22M
22.1K $2.39M
Jul 18, 2023 Q2 2023
Wealthcare Capital Management LLC

Richmond, VA
BUY
 -
11.1K
+ 9.55%
$1.17M - $1.21M
128K $13.8M
Aug 10, 2023 Q2 2023
Certus Wealth Management, LLC

Redwood City, CA
BUY
 -
10.9K
New
$1.15M - $1.19M
10.9K $1.18M
Aug 11, 2023 Q2 2023
Summit Financial, LLC

Parsippany, NJ
BUY
 -
10.7K
+ 61.48%
$1.12M - $1.16M
28K $3.03M
Aug 09, 2023 Q2 2023
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
10.5K
+ 1.81%
$1.1M - $1.14M
591K $64M
Jul 18, 2023 Q2 2023
Burt Wealth Advisors

BUY
 -
10.5K
+ 13.18%
$1.1M - $1.14M
90.1K $9.76M
Jul 24, 2023 Q2 2023
Annex Advisory Services, LLC

BUY
 -
10.5K
+ 6.59%
$1.1M - $1.14M
169K $18.4M
Aug 09, 2023 Q2 2023
Diversified Portfolios, Inc.

Bloomfield Hills, MI
BUY
 -
10.4K
+ 83.95%
$1.09M - $1.12M
22.7K $2.46M
Aug 14, 2023 Q2 2023
Wcg Wealth Advisors LLC

Las Vegas, NV
BUY
 -
10.1K
New
$1.06M - $1.1M
10.1K $1.09M
Jul 17, 2023 Q2 2023
Willis Johnson & Associates, Inc.

BUY
 -
9.99K
+ 54.85%
$1.05M - $1.08M
28.2K $3.06M
Aug 24, 2023 Q2 2023
Pro Vise Management Group, LLC

Clearwater, FL
BUY
 -
9.91K
+ 76.35%
$1.04M - $1.08M
22.9K $2.48M
Aug 11, 2023 Q2 2023
River Glades Family Offices LLC

Naples, FL
BUY
 -
9.91K
New
$1.04M - $1.08M
9.91K $1.07M
Feb 16, 2024 Q2 2023
Main Street Investment Advisors LLC

BUY
 -
9.7K
+ 68.24%
$1.02M - $1.05M
23.9K $2.59M
Aug 16, 2023 Q2 2023
Creative One Wealth, LLC

Overland Park, KS
BUY
 -
9.69K
+ 74.81%
$1.02M - $1.05M
22.7K $2.45M

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