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 25, 2023 Q2 2023
Stone Point Wealth LLC

BUY
 -
1.66K
+ 18.87%
$174K - $180K
10.4K $1.12M
Jul 31, 2023 Q2 2023
Schneider Downs Wealth Management Advisors, LP

BUY
 -
1.63K
+ 1.16%
$172K - $177K
143K $15.4M
Jul 26, 2023 Q2 2023
Seven Bridge Financial Group, LLC

BUY
 -
1.62K
+ 4.97%
$171K - $176K
34.2K $3.69M
Aug 14, 2023 Q2 2023
New Republic Capital, LLC

Charlotte, NC
BUY
 -
1.6K
New
$168K - $174K
1.6K $172K
Aug 14, 2023 Q2 2023
Tolleson Wealth Management, Inc.

Dallas, TX
BUY
 -
1.59K
+ 11.11%
$168K - $173K
15.9K $1.72M
Aug 08, 2023 Q2 2023
Clearstead Trust, LLC

Portland, ME
BUY
 -
1.57K
New
$166K - $171K
1.57K $170K
Aug 14, 2023 Q2 2023
Cahill Financial Advisors Inc

Edina, MN
BUY
 -
1.56K
+ 17.61%
$164K - $170K
10.4K $1.12M
Feb 13, 2025 Q2 2023
Msh Capital Advisors LLC

Scottsdale, AZ
BUY
 -
1.56K
+ 8.97%
$164K - $169K
18.9K $2.04M
Jul 21, 2023 Q2 2023
Mba Advisors LLC

Hermitage, PA
BUY
 -
1.46K
+ 53.23%
$153K - $158K
4.19K $452K
Aug 09, 2023 Q2 2023
Ledyard National Bank

BUY
 -
1.44K
+ 0.98%
$152K - $157K
148K $16M
Aug 07, 2023 Q2 2023
James Investment Research Inc

BUY
 -
1.42K
+ 3.93%
$150K - $155K
37.7K $4.05M
Jul 10, 2023 Q2 2023
Good Life Advisors, LLC

BUY
 -
1.42K
+ 27.9%
$149K - $154K
6.5K $699K
Jul 17, 2023 Q2 2023
Procyon Advisors, LLC

BUY
 -
1.42K
+ 8.5%
$149K - $154K
18.1K $1.95M
Aug 04, 2023 Q2 2023
Park Place Capital Corp

Birmingham, AL
BUY
 -
1.4K
+ 10.46%
$147K - $152K
14.7K $1.59M
Jul 17, 2023 Q2 2023
First International Bank & Trust

Watford City, ND
BUY
 -
1.38K
+ 8.31%
$145K - $150K
18K $1.94M
Aug 01, 2023 Q2 2023
Fiduciary Trust CO

Boston, MA
BUY
 -
1.37K
+ 4.4%
$144K - $149K
32.5K $3.5M
Aug 01, 2023 Q2 2023
Renasant Bank

BUY
 -
1.37K
+ 19.99%
$144K - $148K
8.2K $883K
Jul 10, 2023 Q2 2023
Kwmg, LLC

BUY
 -
1.33K
+ 5.58%
$140K - $144K
25.2K $2.71M
Jul 19, 2023 Q2 2023
Essex Savings Bank

BUY
 -
1.33K
+ 30.61%
$139K - $144K
5.65K $609K
Aug 11, 2023 Q2 2023
Rossmore Private Capital

Glastonbury, CT
BUY
 -
1.33K
+ 20.16%
$139K - $144K
7.9K $850K
Jul 14, 2023 Q2 2023
My Legacy Advisors, LLC

BUY
 -
1.3K
+ 4.07%
$136K - $141K
33.1K $3.57M
Jul 24, 2023 Q2 2023
Venturi Wealth Management, LLC

Austin, TX
BUY
 -
1.29K
+ 1.54%
$136K - $141K
85.5K $9.21M
Aug 11, 2023 Q2 2023
Regal Investment Advisors LLC

Kentwood, MI
BUY
 -
1.29K
+ 2.01%
$136K - $140K
65.3K $7.03M
Jul 20, 2023 Q2 2023
Pfg Advisors

BUY
 -
1.29K
+ 9.13%
$135K - $140K
15.4K $1.65M
Aug 09, 2023 Q2 2023
Running Point Capital Advisors, LLC

BUY
 -
1.27K
+ 13.85%
$134K - $138K
10.5K $1.13M
Aug 02, 2023 Q2 2023
Taylor, Cottrill, Erickson & Associates, Inc.

BUY
 -
1.25K
+ 4.51%
$131K - $136K
29K $3.12M
Aug 14, 2023 Q2 2023
Godshalk Welsh Capital Management, Inc.

Radnor, PA
BUY
 -
1.23K
+ 40.83%
$129K - $133K
4.23K $455K
Aug 03, 2023 Q2 2023
Paladin Advisory Group, LLC

BUY
 -
1.21K
+ 5.94%
$127K - $131K
21.5K $2.32M
Jul 14, 2023 Q2 2023
Trinity Wealth Management, LLC

BUY
 -
1.18K
+ 2.79%
$124K - $128K
43.5K $4.69M
Jul 20, 2023 Q2 2023
Madison Wealth Partners, Inc

BUY
 -
1.16K
+ 3.99%
$122K - $126K
30.2K $3.25M
Jul 10, 2023 Q2 2023
Evanson Asset Management, LLC

BUY
 -
1.13K
+ 13.48%
$119K - $123K
9.51K $1.02M
Jul 18, 2023 Q2 2023
Diversified Trust CO

BUY
 -
1.11K
+ 50.89%
$117K - $121K
3.29K $354K
Jul 05, 2023 Q2 2023
Symmetry Partners, LLC

BUY
 -
1.08K
+ 0.28%
$113K - $117K
380K $40.9M
Aug 02, 2023 Q2 2023
Amg National Trust Bank

BUY
 -
1.07K
+ 0.9%
$112K - $116K
120K $12.9M
Aug 10, 2023 Q2 2023
Marshall Financial Group Inc

Doylestown, PA
BUY
 -
1.07K
+ 16.21%
$112K - $116K
7.64K $823K
Jul 05, 2023 Q2 2023
Global Wealth Strategies & Associates

Denver, CO
BUY
 -
1.06K
+ 3.14%
$112K - $115K
34.9K $3.76M
Aug 03, 2023 Q2 2023
New Square Capital LLC

BUY
 -
1.06K
+ 2.08%
$111K - $115K
52.1K $5.61M
Jul 05, 2023 Q2 2023
Waller Financial Planning Group, Inc

BUY
 -
1.06K
+ 3.46%
$111K - $115K
31.6K $3.4M
Jul 17, 2023 Q2 2023
Seaside Wealth Management, Inc.

Carlsbad, CA
BUY
 -
1.04K
+ 1.65%
$110K - $113K
64.2K $6.91M
Aug 04, 2023 Q2 2023
Mission Wealth Management, LP

BUY
 -
1.03K
+ 3.88%
$108K - $112K
27.6K $2.98M
Jul 12, 2023 Q2 2023
American National Bank

BUY
 -
1K
New
$105K - $109K
1K $108K
Aug 07, 2023 Q2 2023
Concord Wealth Partners

BUY
 -
988
+ 5.68%
$104K - $107K
18.4K $1.98M
Aug 11, 2023 Q2 2023
Beta Wealth Group, Inc.

BUY
 -
986
+ 1.56%
$104K - $107K
64.1K $6.9M
Aug 09, 2023 Q2 2023
Spire Wealth Management

BUY
 -
966
+ 13.55%
$102K - $105K
8.09K $872K
Aug 02, 2023 Q2 2023
Mc Adam, LLC

BUY
 -
965
+ 1.84%
$101K - $105K
53.5K $5.76M
Jul 25, 2023 Q2 2023
Albion Financial Group

BUY
 -
952
+ 2.79%
$100K - $103K
35K $3.77M
Aug 09, 2023 Q2 2023
Arete Wealth Advisors, LLC

Chicago, IL
BUY
 -
951
+ 14.79%
$100K - $103K
7.38K $795K
Aug 07, 2023 Q2 2023
Clearstead Advisors, LLC

Cleveland, OH
BUY
 -
948
+ 1102.33%
$99.7K - $103K
1.03K $111K
Jul 17, 2023 Q2 2023
Morris Retirement Advisors, LLC

Parsippany, NJ
BUY
 -
945
+ 36.7%
$99.4K - $103K
3.52K $379K

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