Latest Institutional Purchases of Ishares National Muni Bond ETF (MUB)
This list provides information on the latest institutional transactions involving Ishares National Muni Bond ETF (MUB) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
1.43KNew |
$150K - $155K
|
1.43K
$152K
|
|
|
May 12, 2023
Q1 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
1.2KNew |
$125K - $130K
|
1.2K
$127K
|
|
|
May 12, 2023
Q1 2023
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
1.12K+ 2.75% |
$118K - $122K
|
41.9K
$4.46M
|
|
|
May 24, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
292+ 270.37% |
$30.7K - $31.7K
|
400
$42.6K
|
|
|
May 05, 2023
Q1 2023
|
Tri Star Advisors Inc.
|
BUY
|
- |
271New |
$28.5K - $29.4K
|
271
$28.8K
|
|
|
Apr 13, 2023
Q1 2023
|
Central Bank & Trust CO
|
BUY
|
- |
104+ 8.83% |
$10.9K - $11.3K
|
1.28K
$136K
|
|
|
Apr 24, 2023
Q1 2023
|
Peak Financial Management, Inc.
|
BUY
|
- |
88+ 3.23% |
$9.24K - $9.55K
|
2.81K
$299K
|
|
|
May 12, 2023
Q1 2023
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
75New |
$7.87K - $8.14K
|
75
$7.98K
|
|
|
May 04, 2023
Q1 2023
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
51+ 0.59% |
$5.35K - $5.53K
|
8.75K
$931K
|
|
|
Apr 26, 2024
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
25+ 44.64% |
$2.62K - $2.71K
|
81
$8.62K
|
|
|
May 02, 2023
Q1 2023
|
True Capital Management
San Francisco, CA |
BUY
|
- |
10+ 0.41% |
$1.05K - $1.08K
|
2.44K
$260K
|
|
|
May 11, 2023
Q1 2023
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
4New |
$420 - $434
|
4
$426
|
|
|
Apr 17, 2023
Q1 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
4New |
$420 - $434
|
4
$426
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Allstate Investment Management CO
Northbrook, IL |
BUY
|
- |
604KNew |
$61.3M - $64.4M
|
604K
$64.3M
|
|
|
Mar 30, 2023
Q4 2022
|
Reframe Wealth, LLC
Fairfax, VA |
BUY
|
- |
198KNew |
$20.1M - $21.1M
|
198K
$21.1M
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
198KNew |
$20.1M - $21.1M
|
198K
$21.1M
|
|
|
Jan 19, 2023
Q4 2022
|
Cfm Wealth Partners LLC
|
BUY
|
- |
182KNew |
$18.5M - $19.4M
|
182K
$19.4M
|
|
|
Feb 08, 2023
Q4 2022
|
Act Advisors, Llc.
|
BUY
|
- |
137KNew |
$13.9M - $14.7M
|
137K
$14.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
123K+ 4471.01% |
$12.5M - $13.2M
|
126K
$13.4M
|
|
|
Jan 09, 2023
Q4 2022
|
Align Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
87.4KNew |
$8.87M - $9.33M
|
87.4K
$9.3M
|
|
|
Jan 18, 2023
Q4 2022
|
Hudson Capital Management LLC
|
BUY
|
- |
55.9KNew |
$5.68M - $5.97M
|
55.9K
$5.95M
|
|
|
Feb 07, 2023
Q4 2022
|
Sanford Advisory Services, LLC
|
BUY
|
- |
36K+ 391.37% |
$3.65M - $3.84M
|
45.2K
$4.81M
|
|
|
Feb 10, 2023
Q4 2022
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
33.3KNew |
$3.38M - $3.55M
|
33.3K
$3.54M
|
|
|
Jan 26, 2023
Q4 2022
|
Financial Council Asset Management Inc
|
BUY
|
- |
33.1KNew |
$3.36M - $3.54M
|
33.1K
$3.53M
|
|
|
Feb 08, 2023
Q4 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
30.7K+ 495.06% |
$3.12M - $3.28M
|
37K
$3.93M
|
|
|
Jan 31, 2023
Q4 2022
|
Bank Of The West
|
BUY
|
- |
27.3K+ 221.97% |
$2.77M - $2.91M
|
39.6K
$4.22M
|
|
|
Feb 02, 2023
Q4 2022
|
Abundance Wealth Counselors
|
BUY
|
- |
27.2KNew |
$2.76M - $2.9M
|
27.2K
$2.89M
|
|
|
Jan 25, 2023
Q4 2022
|
Calamos Advisors LLC
|
BUY
|
- |
26.6KNew |
$2.7M - $2.84M
|
26.6K
$2.83M
|
|
|
Jan 20, 2023
Q4 2022
|
Eclectic Associates Inc
|
BUY
|
- |
22.8KNew |
$2.31M - $2.43M
|
22.8K
$2.42M
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
21.6K+ 16.48% |
$2.19M - $2.3M
|
152K
$16.2M
|
|
|
Feb 08, 2023
Q4 2022
|
Trust Investment Advisors
|
BUY
|
- |
17.1KNew |
$1.73M - $1.82M
|
17.1K
$1.82M
|
|
|
Feb 14, 2023
Q4 2022
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
13.5KNew |
$1.37M - $1.44M
|
13.5K
$1.44M
|
|
|
Feb 14, 2023
Q4 2022
|
Comprehensive Financial Management LLC
Los Gatos, CA |
BUY
|
- |
12KNew |
$1.22M - $1.28M
|
12K
$1.28M
|
|
|
Jan 11, 2023
Q4 2022
|
New England Guild Wealth Advisors, Inc.
|
BUY
|
- |
7.47K+ 64.62% |
$758K - $797K
|
19K
$2.02M
|
|
|
Feb 27, 2023
Q4 2022
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
6.61KNew |
$671K - $706K
|
6.61K
$704K
|
|
|
Jan 11, 2023
Q4 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
6.29KNew |
$638K - $671K
|
6.29K
$669K
|
|
|
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
5.03KNew |
$510K - $536K
|
5.03K
$535K
|
|
|
Feb 13, 2023
Q4 2022
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
5KNew |
$508K - $534K
|
5K
$532K
|
|
|
Jan 09, 2023
Q4 2022
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
4.94KNew |
$502K - $528K
|
4.94K
$526K
|
|
|
Feb 06, 2023
Q4 2022
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
2.58KNew |
$261K - $275K
|
2.58K
$274K
|
|
|
Sep 04, 2024
Q4 2022
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
2.49KNew |
$253K - $266K
|
2.49K
$265K
|
|
|
Jan 11, 2023
Q4 2022
|
Paladin Advisory Group, LLC
|
BUY
|
CALL |
977+ 4.9% |
$99.2K - $104K
|
20.9K
$2.23M
|
|
|
Jan 23, 2023
Q4 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
854New |
$86.7K - $91.1K
|
854
$90.9K
|
|
|
Jan 12, 2023
Q4 2022
|
Marquette Asset Management, LLC
|
BUY
|
- |
844New |
$85.7K - $90.1K
|
844
$89.8K
|
|
|
Feb 15, 2023
Q4 2022
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
808New |
$82K - $86.2K
|
808
$86K
|
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
751New |
$76.2K - $80.1K
|
751
$79.9K
|
|
|
Feb 09, 2023
Q4 2022
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
615+ 2.31% |
$62.4K - $65.6K
|
27.2K
$2.9M
|
|
|
Feb 07, 2023
Q4 2022
|
Edge Capital Group, LLC
|
BUY
|
- |
615+ 18.86% |
$62.4K - $65.6K
|
3.88K
$413K
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
589+ 15.68% |
$59.8K - $62.9K
|
4.35K
$462K
|
|
|
Feb 10, 2023
Q4 2022
|
Pittenger & Anderson Inc
|
BUY
|
- |
504New |
$51.2K - $53.8K
|
504
$53.6K
|
|