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 14, 2023 Q2 2023
Cornerstone Wealth Management, LLC

BUY
 -
3.37K
+ 13.0%
$355K - $366K
29.3K $3.04M
Aug 07, 2023 Q2 2023
Xml Financial, LLC

BUY
 -
3.35K
+ 5.36%
$352K - $363K
65.8K $6.84M
Jul 07, 2023 Q2 2023
Auour Investments LLC

Wenham, MA
BUY
 -
3.3K
New
$347K - $359K
3.3K $343K
Jul 13, 2023 Q2 2023
Traverso Chambers Private Wealth Management, LLC

BUY
 -
3.29K
New
$345K - $357K
3.29K $341K
Aug 14, 2023 Q2 2023
Cynosure Management, LLC

Salt Lake City, UT
BUY
 -
3.28K
New
$345K - $356K
3.28K $341K
Jul 13, 2023 Q2 2023
Crescent Grove Advisors, LLC

BUY
 -
3.24K
New
$341K - $352K
3.24K $336K
Aug 15, 2023 Q2 2023
Zacks Investment Management

Chicago, IL
BUY
 -
3.22K
+ 168.29%
$339K - $350K
5.14K $533K
Aug 02, 2023 Q2 2023
Valmark Advisers, Inc.

BUY
 -
3.2K
+ 6.86%
$336K - $347K
49.8K $5.18M
Jul 10, 2023 Q2 2023
Orgel Wealth Management, LLC

BUY
 -
3.15K
+ 1.03%
$332K - $342K
310K $32.2M
Aug 11, 2023 Q2 2023
Kayne Anderson Rudnick Investment Management LLC

Los Angeles, CA
BUY
 -
3.14K
+ 4.43%
$330K - $341K
73.9K $7.68M
Jul 11, 2023 Q2 2023
Juncture Wealth Strategies, LLC

BUY
 -
3.12K
+ 14.07%
$328K - $339K
25.3K $2.63M
Jul 19, 2023 Q2 2023
Grant

BUY
 -
3.12K
New
$328K - $339K
3.12K $324K
Jul 20, 2023 Q2 2023
Pds Planning, Inc

BUY
 -
3.01K
+ 2.66%
$317K - $327K
116K $12M
Jul 26, 2023 Q2 2023
Red Tortoise LLC

Atlanta, GA
BUY
 -
3.01K
+ 4.94%
$316K - $327K
63.8K $6.63M
Aug 02, 2023 Q2 2023
Oppenheimer & CO Inc

New York, NY
BUY
 -
2.96K
+ 17.54%
$311K - $321K
19.8K $2.06M
Aug 14, 2023 Q2 2023
Jacobson & Schmitt Advisors, LLC

BUY
 -
2.95K
+ 10.42%
$310K - $320K
31.3K $3.25M
Jul 26, 2023 Q2 2023
First American Trust, Fsb

BUY
 -
2.9K
+ 14.85%
$304K - $314K
22.4K $2.32M
Aug 10, 2023 Q2 2023
Lake Street Advisors Group, LLC

BUY
 -
2.89K
+ 0.86%
$304K - $314K
341K $35.4M
Aug 11, 2023 Q2 2023
Northeast Financial Group, Inc.

Tannersville, PA
BUY
 -
2.88K
New
$303K - $312K
2.88K $299K
Aug 04, 2023 Q2 2023
Prairie View Partners, LLC

BUY
 -
2.83K
+ 40.45%
$297K - $307K
9.82K $1.02M
Aug 02, 2023 Q2 2023
Archford Capital Strategies, LLC

BUY
 -
2.8K
+ 19.15%
$294K - $304K
17.4K $1.81M
Aug 11, 2023 Q2 2023
Copperleaf Capital, LLC

Raleigh, NC
BUY
 -
2.78K
New
$293K - $302K
2.78K $289K
Aug 10, 2023 Q2 2023
Able Financial Group, LLC

Scottsdale, AZ
BUY
 -
2.76K
New
$290K - $299K
2.76K $286K
Jul 27, 2023 Q2 2023
Lodestar Private Asset Management LLC

Alamo, CA
BUY
 -
2.73K
+ 9.91%
$287K - $296K
30.2K $3.14M
Jul 11, 2023 Q2 2023
Advisory Resource Group

BUY
 -
2.72K
+ 19.83%
$286K - $296K
16.5K $1.71M
Jul 07, 2023 Q2 2023
First Citizens Financial Corp

BUY
 -
2.71K
New
$285K - $295K
2.71K $282K
Aug 11, 2023 Q2 2023
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
2.71K
+ 1.85%
$285K - $294K
149K $15.5M
Aug 10, 2023 Q2 2023
Geo Wealth Management, LLC

Chicago, IL
BUY
 -
2.68K
+ 180.62%
$281K - $290K
4.16K $432K
Jul 17, 2023 Q2 2023
Wedmont Private Capital

BUY
 -
2.67K
+ 1.78%
$281K - $290K
153K $15.9M
Jul 19, 2023 Q2 2023
Leavell Investment Management, Inc.

BUY
 -
2.67K
New
$280K - $290K
2.67K $277K
Jul 13, 2023 Q2 2023
Perfromance Wealth Partners, LLC

BUY
 -
2.65K
+ 38.1%
$278K - $287K
9.6K $996K
Jul 14, 2023 Q2 2023
Lpwm LLC

Minneapolis, MN
BUY
 -
2.64K
+ 13.44%
$278K - $287K
22.3K $2.32M
Aug 14, 2023 Q2 2023
Vista Investment Management

Pittsburgh, PA
BUY
 -
2.63K
New
$277K - $286K
2.63K $273K
Aug 03, 2023 Q2 2023
Grey Fox Wealth Advisors, LLC

Rockland, DE
BUY
 -
2.62K
+ 9.24%
$276K - $285K
31K $3.22M
Jul 19, 2023 Q2 2023
Fifth Third Securities, Inc.

BUY
 -
2.61K
+ 18.25%
$274K - $283K
16.9K $1.75M
Aug 14, 2023 Q2 2023
Hamilton Wealth, LLC

BUY
 -
2.6K
+ 21.76%
$274K - $283K
14.6K $1.51M
Jul 17, 2023 Q2 2023
Safir Wealth Advisors, LLC

BUY
 -
2.55K
+ 18.19%
$268K - $277K
16.6K $1.72M
Jul 20, 2023 Q2 2023
Trinity Financial Advisors LLC

BUY
 -
2.55K
New
$268K - $276K
2.55K $264K
Aug 04, 2023 Q2 2023
U.S. Capital Wealth Advisors, LLC

Austin, TX
BUY
 -
2.54K
+ 18.02%
$267K - $275K
16.6K $1.73M
Aug 10, 2023 Q2 2023
Cv Advisors LLC

Aventura, FL
BUY
 -
2.52K
+ 67.33%
$265K - $274K
6.26K $650K
Aug 02, 2023 Q2 2023
Wealthstream Advisors, Inc.

BUY
 -
2.51K
New
$264K - $273K
2.51K $261K
Jul 24, 2023 Q2 2023
Exchange Capital Management, Inc.

BUY
 -
2.51K
New
$263K - $272K
2.51K $260K
Aug 02, 2023 Q2 2023
Steel Peak Wealth Management LLC

BUY
 -
2.39K
+ 6.42%
$251K - $259K
39.6K $4.11M
Jul 31, 2023 Q2 2023
Orin Green Financial, LLC

BUY
 -
2.38K
+ 2.57%
$250K - $258K
95K $9.86M
Jul 20, 2023 Q2 2023
Mc Namara Financial Services, Inc.

BUY
 -
2.36K
+ 1.26%
$248K - $256K
190K $19.7M
Jul 20, 2023 Q2 2023
Legacy Advisors, LLC

BUY
 -
2.33K
New
$245K - $253K
2.33K $242K
Aug 14, 2023 Q2 2023
Gyl Financial Synergies, LLC

BUY
 -
2.31K
+ 6.41%
$243K - $251K
38.4K $3.98M
Jul 20, 2023 Q2 2023
Advocacy Wealth Management Services, LLC

BUY
 -
2.28K
New
$239K - $247K
2.28K $236K
Aug 14, 2023 Q2 2023
Stifel Financial Corp

St. Louis, MO
BUY
 -
2.25K
+ 0.4%
$236K - $244K
559K $58.1M

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