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 09, 2023
Q2 2023
|
Lokken Investment Group LLC
|
BUY
|
- |
1.66K+ 14.27% |
$175K - $181K
|
13.3K
$1.41M
|
|
|
Jul 25, 2023
Q2 2023
|
Stone Point Wealth LLC
|
BUY
|
- |
1.66K+ 18.87% |
$174K - $180K
|
10.4K
$1.11M
|
|
|
Jul 31, 2023
Q2 2023
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
1.63K+ 1.16% |
$172K - $177K
|
143K
$15.1M
|
|
|
Jul 26, 2023
Q2 2023
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
1.62K+ 4.97% |
$171K - $176K
|
34.2K
$3.62M
|
|
|
Aug 14, 2023
Q2 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
1.6KNew |
$168K - $174K
|
1.6K
$169K
|
|
|
Aug 14, 2023
Q2 2023
|
Tolleson Wealth Management, Inc.
Dallas, TX |
BUY
|
- |
1.59K+ 11.11% |
$168K - $173K
|
15.9K
$1.69M
|
|
|
Aug 08, 2023
Q2 2023
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
1.57KNew |
$166K - $171K
|
1.57K
$167K
|
|
|
Aug 14, 2023
Q2 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
1.56K+ 17.61% |
$164K - $170K
|
10.4K
$1.1M
|
|
|
Feb 13, 2025
Q2 2023
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
1.56K+ 8.97% |
$164K - $169K
|
18.9K
$2M
|
|
|
Jul 21, 2023
Q2 2023
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
1.46K+ 53.23% |
$153K - $158K
|
4.19K
$444K
|
|
|
Aug 09, 2023
Q2 2023
|
Ledyard National Bank
|
BUY
|
- |
1.44K+ 0.98% |
$152K - $157K
|
148K
$15.7M
|
|
|
Jul 31, 2023
Q2 2023
|
Noesis Capital Mangement Corp
|
BUY
|
- |
1.44K+ 21.53% |
$151K - $156K
|
8.12K
$859K
|
|
|
Aug 07, 2023
Q2 2023
|
James Investment Research Inc
|
BUY
|
- |
1.42K+ 3.93% |
$150K - $155K
|
37.7K
$3.98M
|
|
|
Jul 10, 2023
Q2 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
1.42K+ 27.9% |
$149K - $154K
|
6.5K
$687K
|
|
|
Jul 17, 2023
Q2 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
1.42K+ 8.5% |
$149K - $154K
|
18.1K
$1.91M
|
|
|
Aug 04, 2023
Q2 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
1.4K+ 10.46% |
$147K - $152K
|
14.7K
$1.56M
|
|
|
Jul 17, 2023
Q2 2023
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
1.38K+ 8.31% |
$145K - $150K
|
18K
$1.91M
|
|
|
Aug 01, 2023
Q2 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
1.37K+ 4.4% |
$144K - $149K
|
32.5K
$3.44M
|
|
|
Aug 01, 2023
Q2 2023
|
Renasant Bank
|
BUY
|
- |
1.37K+ 19.99% |
$144K - $148K
|
8.2K
$867K
|
|
|
Jul 10, 2023
Q2 2023
|
Kwmg, LLC
|
BUY
|
- |
1.33K+ 5.58% |
$140K - $144K
|
25.2K
$2.66M
|
|
|
Jul 19, 2023
Q2 2023
|
Essex Savings Bank
|
BUY
|
- |
1.33K+ 30.61% |
$139K - $144K
|
5.65K
$598K
|
|
|
Aug 11, 2023
Q2 2023
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
1.33K+ 20.16% |
$139K - $144K
|
7.9K
$836K
|
|
|
Jul 14, 2023
Q2 2023
|
My Legacy Advisors, LLC
|
BUY
|
- |
1.3K+ 4.07% |
$136K - $141K
|
33.1K
$3.51M
|
|
|
Jul 24, 2023
Q2 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.29K+ 1.54% |
$136K - $141K
|
85.5K
$9.05M
|
|
|
Aug 11, 2023
Q2 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.29K+ 2.01% |
$136K - $140K
|
65.3K
$6.91M
|
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
BUY
|
- |
1.29K+ 9.13% |
$135K - $140K
|
15.4K
$1.63M
|
|
|
Aug 09, 2023
Q2 2023
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
1.27K+ 13.85% |
$134K - $138K
|
10.5K
$1.11M
|
|
|
Aug 02, 2023
Q2 2023
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
1.25K+ 4.51% |
$131K - $136K
|
29K
$3.07M
|
|
|
Aug 14, 2023
Q2 2023
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
BUY
|
- |
1.23K+ 40.83% |
$129K - $133K
|
4.23K
$447K
|
|
|
Aug 03, 2023
Q2 2023
|
Paladin Advisory Group, LLC
|
BUY
|
- |
1.21K+ 5.94% |
$127K - $131K
|
21.5K
$2.28M
|
|
|
Jul 14, 2023
Q2 2023
|
Trinity Wealth Management, LLC
|
BUY
|
- |
1.18K+ 2.79% |
$124K - $128K
|
43.5K
$4.6M
|
|
|
Jul 20, 2023
Q2 2023
|
Madison Wealth Partners, Inc
|
BUY
|
- |
1.16K+ 3.99% |
$122K - $126K
|
30.2K
$3.2M
|
|
|
Jul 10, 2023
Q2 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
1.13K+ 13.48% |
$119K - $123K
|
9.51K
$1.01M
|
|
|
Jul 18, 2023
Q2 2023
|
Diversified Trust CO
|
BUY
|
- |
1.11K+ 50.89% |
$117K - $121K
|
3.29K
$348K
|
|
|
Jul 05, 2023
Q2 2023
|
Symmetry Partners, LLC
|
BUY
|
- |
1.08K+ 0.28% |
$113K - $117K
|
380K
$40.2M
|
|
|
Aug 02, 2023
Q2 2023
|
Amg National Trust Bank
|
BUY
|
- |
1.07K+ 0.9% |
$112K - $116K
|
120K
$12.7M
|
|
|
Aug 10, 2023
Q2 2023
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
1.07K+ 16.21% |
$112K - $116K
|
7.64K
$809K
|
|
|
Jul 05, 2023
Q2 2023
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
1.06K+ 3.14% |
$112K - $115K
|
34.9K
$3.7M
|
|
|
Aug 03, 2023
Q2 2023
|
New Square Capital LLC
|
BUY
|
- |
1.06K+ 2.08% |
$111K - $115K
|
52.1K
$5.51M
|
|
|
Jul 05, 2023
Q2 2023
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
1.06K+ 3.46% |
$111K - $115K
|
31.6K
$3.34M
|
|
|
Jul 17, 2023
Q2 2023
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
1.04K+ 1.65% |
$110K - $113K
|
64.2K
$6.79M
|
|
|
Aug 04, 2023
Q2 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
1.03K+ 3.88% |
$108K - $112K
|
27.6K
$2.92M
|
|
|
Jul 12, 2023
Q2 2023
|
American National Bank
|
BUY
|
- |
1KNew |
$105K - $109K
|
1K
$106K
|
|
|
Aug 07, 2023
Q2 2023
|
Concord Wealth Partners
|
BUY
|
- |
988+ 5.68% |
$104K - $107K
|
18.4K
$1.94M
|
|
|
Aug 11, 2023
Q2 2023
|
Beta Wealth Group, Inc.
|
BUY
|
- |
986+ 1.56% |
$104K - $107K
|
64.1K
$6.78M
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
BUY
|
- |
966+ 13.55% |
$102K - $105K
|
8.09K
$857K
|
|
|
Aug 02, 2023
Q2 2023
|
Mc Adam, LLC
|
BUY
|
- |
965+ 1.84% |
$101K - $105K
|
53.5K
$5.66M
|
|
|
Jul 25, 2023
Q2 2023
|
Albion Financial Group
|
BUY
|
- |
952+ 2.79% |
$100K - $103K
|
35K
$3.71M
|
|
|
Aug 09, 2023
Q2 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
951+ 14.79% |
$100K - $103K
|
7.38K
$781K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
948+ 1102.33% |
$99.7K - $103K
|
1.03K
$109K
|