Purchases and Sales Made in Q1 2023 in Ishares National Muni Bond ETF (MUB)
This table provides information about the institutional ownership of Ishares National Muni Bond ETF (MUB) during Q1 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 |
---|---|---|---|---|---|---|---|
May 15, 2023
Q1 2023
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
80KNew |
$8.4M - $8.68M
|
80K
$8.46M
|
|
May 12, 2023
Q1 2023
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
79.3K+ 1174.95% |
$8.33M - $8.6M
|
86.1K
$9.11M
|
|
Apr 07, 2023
Q1 2023
|
Trust CO
|
BUY
|
- |
75.4K+ 117.91% |
$7.91M - $8.18M
|
139K
$14.7M
|
|
May 12, 2023
Q1 2023
|
Old Mission Capital LLC
|
BUY
|
- |
72.5K+ 135.37% |
$7.61M - $7.86M
|
126K
$13.3M
|
|
May 15, 2023
Q1 2023
|
First Citizens Asset Management, Inc.
Raleigh, NC |
BUY
|
- |
71.3K+ 124.41% |
$7.48M - $7.73M
|
129K
$13.6M
|
|
May 01, 2023
Q1 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
71.1K+ 94.58% |
$7.47M - $7.71M
|
146K
$15.5M
|
|
May 15, 2023
Q1 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
68.8KNew |
$7.23M - $7.47M
|
68.8K
$7.28M
|
|
May 15, 2023
Q1 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
64.5K+ 54.31% |
$6.77M - $7M
|
183K
$19.4M
|
|
May 11, 2023
Q1 2023
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
63.1KNew |
$6.63M - $6.85M
|
63.1K
$6.68M
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
60.6K+ 7.37% |
$6.36M - $6.57M
|
882K
$93.4M
|
|
Apr 24, 2023
Q1 2023
|
Asio Capital, LLC
|
BUY
|
- |
59.8K+ 28.1% |
$6.28M - $6.49M
|
273K
$28.9M
|
|
May 09, 2023
Q1 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
59.7KNew |
$6.27M - $6.48M
|
59.7K
$6.32M
|
|
Apr 14, 2023
Q1 2023
|
Transform Wealth, LLC
|
BUY
|
- |
58.9KNew |
$6.19M - $6.39M
|
58.9K
$6.23M
|
|
Aug 29, 2024
Q1 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
56.9K+ 16.79% |
$5.98M - $6.18M
|
396K
$41.9M
|
|
May 12, 2023
Q1 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
55.2K+ 199.11% |
$5.79M - $5.98M
|
82.9K
$8.77M
|
|
Apr 25, 2023
Q1 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
52.7K+ 38.2% |
$5.53M - $5.72M
|
191K
$20.2M
|
|
May 12, 2023
Q1 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
51.8KNew |
$5.44M - $5.62M
|
51.8K
$5.48M
|
|
May 01, 2023
Q1 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
50K+ 542.86% |
$5.25M - $5.42M
|
59.2K
$6.26M
|
|
May 09, 2023
Q1 2023
|
Beta Wealth Group, Inc.
|
BUY
|
- |
47.6K+ 308.51% |
$5M - $5.17M
|
63.1K
$6.67M
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
47.1K+ 15.81% |
$4.95M - $5.11M
|
345K
$36.5M
|
|
May 05, 2023
Q1 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
46.4K+ 173.88% |
$4.87M - $5.04M
|
73.1K
$7.74M
|
|
Apr 06, 2023
Q1 2023
|
Foster Group, Inc.
|
BUY
|
- |
46.2K+ 5.65% |
$4.85M - $5.01M
|
864K
$91.4M
|
|
May 09, 2023
Q1 2023
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
46K+ 562.98% |
$4.83M - $4.99M
|
54.2K
$5.74M
|
|
May 05, 2023
Q1 2023
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
45.8K+ 28.18% |
$4.81M - $4.97M
|
208K
$22M
|
|
May 12, 2023
Q1 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
45.5K+ 17.49% |
$4.78M - $4.94M
|
306K
$32.4M
|
|
Apr 25, 2023
Q1 2023
|
Strategic Equity Management
|
BUY
|
- |
43.2KNew |
$4.54M - $4.69M
|
43.2K
$4.57M
|
|
May 26, 2023
Q1 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
42.8K+ 39646.3% |
$4.5M - $4.65M
|
42.9K
$4.54M
|
|
May 03, 2023
Q1 2023
|
Florin Court Capital LLP
|
BUY
|
- |
42.2KNew |
$4.43M - $4.58M
|
42.2K
$4.47M
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
41.8K+ 48.0% |
$4.39M - $4.53M
|
129K
$13.6M
|
|
May 12, 2023
Q1 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
40.9KNew |
$4.3M - $4.44M
|
40.9K
$4.33M
|
|
May 03, 2023
Q1 2023
|
Facet Wealth, Inc.
|
BUY
|
- |
38.5K+ 4.25% |
$4.04M - $4.18M
|
944K
$99.9M
|
|
May 15, 2023
Q1 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
37.9K+ 11.82% |
$3.98M - $4.11M
|
358K
$37.9M
|
|
May 15, 2023
Q1 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
31.1K+ 6.88% |
$3.26M - $3.37M
|
483K
$51.1M
|
|
May 09, 2023
Q1 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
31.1K+ 11.21% |
$3.26M - $3.37M
|
308K
$32.6M
|
|
Apr 18, 2023
Q1 2023
|
Elm Partners Management LLC
|
BUY
|
- |
30.6K+ 24.59% |
$3.22M - $3.32M
|
155K
$16.4M
|
|
Apr 03, 2023
Q1 2023
|
Symmetry Partners, LLC
|
BUY
|
- |
30.5K+ 8.75% |
$3.2M - $3.31M
|
379K
$40.1M
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
28.7K+ 54.09% |
$3.01M - $3.11M
|
81.7K
$8.64M
|
|
Apr 24, 2023
Q1 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
28K+ 28.26% |
$2.93M - $3.03M
|
127K
$13.4M
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
26K+ 15.41% |
$2.73M - $2.83M
|
195K
$20.6M
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
25.8K+ 8.17% |
$2.71M - $2.8M
|
341K
$36.1M
|
|
Apr 24, 2023
Q1 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
24.9KNew |
$2.61M - $2.7M
|
24.9K
$2.63M
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
24.4K+ 11.05% |
$2.56M - $2.64M
|
245K
$25.9M
|
|
May 15, 2023
Q1 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
23.9K+ 240.67% |
$2.51M - $2.6M
|
33.9K
$3.59M
|
|
Apr 13, 2023
Q1 2023
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
23.8K+ 12.87% |
$2.49M - $2.58M
|
208K
$22M
|
|
May 15, 2023
Q1 2023
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
23.5KNew |
$2.47M - $2.55M
|
23.5K
$2.49M
|
|
Apr 13, 2023
Q1 2023
|
Apeiron Ria LLC
|
BUY
|
- |
23K+ 36.18% |
$2.41M - $2.49M
|
86.5K
$9.16M
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
22.9K+ 3.08% |
$2.41M - $2.49M
|
768K
$81.2M
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
22.9K+ 2.2% |
$2.4M - $2.48M
|
1.07M
$113M
|
|
May 15, 2023
Q1 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
22.8K+ 28.31% |
$2.4M - $2.48M
|
103K
$10.9M
|
|
May 02, 2023
Q1 2023
|
Vicus Capital
State College, PA |
BUY
|
- |
22.8K+ 20.4% |
$2.39M - $2.47M
|
134K
$14.2M
|