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 |
|---|---|---|---|---|---|---|---|
|
Aug 03, 2023
Q2 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
9.47K+ 14.2% |
$996K - $1.03M
|
76.2K
$8.23M
|
|
|
Jul 19, 2023
Q2 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
9.43K+ 15.79% |
$992K - $1.02M
|
69.2K
$7.48M
|
|
|
Jul 26, 2023
Q2 2023
|
Patten Group, Inc.
|
BUY
|
- |
9.17K+ 123.73% |
$965K - $996K
|
16.6K
$1.79M
|
|
|
Aug 21, 2023
Q2 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
8.97K+ 555.11% |
$943K - $973K
|
10.6K
$1.14M
|
|
|
Aug 03, 2023
Q2 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
8.87K+ 18.81% |
$933K - $963K
|
56K
$6.05M
|
|
|
Aug 14, 2023
Q2 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
8.87K+ 41.4% |
$933K - $963K
|
30.3K
$3.27M
|
|
|
Aug 07, 2023
Q2 2023
|
Leeward Financial Partners, LLC
|
BUY
|
- |
8.85K+ 72.65% |
$931K - $961K
|
21K
$2.27M
|
|
|
Jul 26, 2023
Q2 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
8.85KNew |
$931K - $961K
|
8.85K
$956K
|
|
|
Jul 06, 2023
Q2 2023
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
8.81K+ 6.77% |
$926K - $956K
|
139K
$15M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
8.77K+ 3.87% |
$922K - $952K
|
236K
$25.5M
|
|
|
Aug 22, 2023
Q2 2023
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
8.73KNew |
$918K - $948K
|
8.73K
$944K
|
|
|
Aug 04, 2023
Q2 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
8.69K+ 20.47% |
$913K - $943K
|
51.1K
$5.52M
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
8.41K+ 2.01% |
$884K - $913K
|
428K
$46.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
8.28K+ 6.86% |
$870K - $899K
|
129K
$13.9M
|
|
|
Aug 03, 2023
Q2 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
8.22K+ 10.97% |
$865K - $893K
|
83.2K
$8.99M
|
|
|
Aug 10, 2023
Q2 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
8.16K+ 126.09% |
$858K - $886K
|
14.6K
$1.58M
|
|
|
Aug 07, 2023
Q2 2023
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
8.14K+ 29.78% |
$856K - $884K
|
35.5K
$3.83M
|
|
|
Aug 02, 2023
Q2 2023
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
8.12K+ 5.14% |
$854K - $882K
|
166K
$18M
|
|
|
Aug 08, 2023
Q2 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
8.06K+ 2.62% |
$848K - $875K
|
316K
$34.2M
|
|
|
Jul 21, 2023
Q2 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
8.05K+ 288.63% |
$846K - $874K
|
10.8K
$1.17M
|
|
|
Aug 11, 2023
Q2 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
7.94KNew |
$835K - $862K
|
7.94K
$858K
|
|
|
Jul 10, 2023
Q2 2023
|
Trust CO
|
BUY
|
- |
7.92K+ 5.69% |
$833K - $860K
|
147K
$15.9M
|
|
|
Aug 09, 2023
Q2 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
7.82K+ 17.84% |
$822K - $849K
|
51.7K
$5.58M
|
|
|
Jul 28, 2023
Q2 2023
|
Calamos Wealth Management LLC
|
BUY
|
- |
7.79K+ 156.79% |
$819K - $845K
|
12.8K
$1.38M
|
|
|
Aug 02, 2023
Q2 2023
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
7.74K+ 17.89% |
$813K - $840K
|
51K
$5.51M
|
|
|
Aug 10, 2023
Q2 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
7.71K+ 42.03% |
$811K - $837K
|
26.1K
$2.82M
|
|
|
Jul 28, 2023
Q2 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
7.64K+ 44.24% |
$803K - $830K
|
24.9K
$2.69M
|
|
|
Jul 10, 2023
Q2 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
7.38K+ 87.8% |
$776K - $801K
|
15.8K
$1.71M
|
|
|
Aug 28, 2024
Q2 2023
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
7.3KNew |
$767K - $792K
|
7.3K
$789K
|
|
|
Aug 15, 2023
Q2 2023
|
Girard Partners Ltd.
|
BUY
|
- |
7.14K+ 8.12% |
$751K - $775K
|
95K
$10.3M
|
|
|
Jul 13, 2023
Q2 2023
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
7.12K+ 6.86% |
$749K - $773K
|
111K
$12M
|
|
|
Jul 21, 2023
Q2 2023
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
7.05K+ 23.55% |
$742K - $766K
|
37K
$4M
|
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
6.78K+ 79.47% |
$712K - $736K
|
15.3K
$1.65M
|
|
|
Aug 07, 2023
Q2 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
6.32K+ 16.24% |
$665K - $686K
|
45.2K
$4.89M
|
|
|
Aug 10, 2023
Q2 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
6.31K+ 3.02% |
$664K - $685K
|
216K
$23.3M
|
|
|
Aug 07, 2023
Q2 2023
|
Grandfield & Dodd, LLC
|
BUY
|
- |
6.31KNew |
$664K - $685K
|
6.31K
$682K
|
|
|
Jul 11, 2023
Q2 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
6.15K+ 67.92% |
$647K - $668K
|
15.2K
$1.64M
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
6.12K+ 22.66% |
$643K - $664K
|
33.1K
$3.58M
|
|
|
Aug 04, 2023
Q2 2023
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
6.07K+ 6.17% |
$638K - $659K
|
104K
$11.3M
|
|
|
Jul 11, 2023
Q2 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
6KNew |
$631K - $651K
|
6K
$648K
|
|
|
Aug 14, 2023
Q2 2023
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
5.91KNew |
$622K - $642K
|
5.91K
$639K
|
|
|
Aug 08, 2023
Q2 2023
|
Liquid Strategies, LLC
Atlanta, GA |
BUY
|
- |
5.85K+ 4.55% |
$615K - $635K
|
134K
$14.5M
|
|
|
Aug 31, 2023
Q2 2023
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
5.83K+ 15.75% |
$613K - $633K
|
42.8K
$4.63M
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
5.82K+ 6.88% |
$612K - $632K
|
90.5K
$9.78M
|
|
|
Dec 20, 2023
Q2 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
5.81K+ 56.16% |
$611K - $631K
|
16.2K
$1.75M
|
|
|
Aug 04, 2023
Q2 2023
|
Fortis Capital Management LLC
|
BUY
|
- |
5.66KNew |
$596K - $615K
|
5.66K
$612K
|
|
|
Aug 11, 2023
Q2 2023
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
5.59K+ 47.25% |
$587K - $606K
|
17.4K
$1.88M
|
|
|
Jul 18, 2023
Q2 2023
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
5.58KNew |
$587K - $606K
|
5.58K
$603K
|
|
|
Aug 14, 2023
Q2 2023
|
Cantor Fitzgerald, L. P.
New York, NY |
BUY
|
- |
5.57KNew |
$585K - $604K
|
5.57K
$602K
|
|
|
Aug 10, 2023
Q2 2023
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
5.54K+ 14.43% |
$582K - $601K
|
43.9K
$4.75M
|