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 |
|---|---|---|---|---|---|---|---|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
22.6K+ 416.05% |
$2.38M - $2.46M
|
28.1K
$2.97M
|
|
|
May 10, 2023
Q1 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
22.4K+ 9518.72% |
$2.35M - $2.43M
|
22.6K
$2.39M
|
|
|
May 12, 2023
Q1 2023
|
Girard Partners Ltd.
|
BUY
|
- |
22.2K+ 33.88% |
$2.33M - $2.41M
|
87.9K
$9.3M
|
|
|
Apr 11, 2023
Q1 2023
|
Rmr Wealth Builders
|
BUY
|
- |
21.9K+ 23.21% |
$2.3M - $2.38M
|
116K
$12.3M
|
|
|
May 15, 2023
Q1 2023
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
21.3KNew |
$2.24M - $2.31M
|
21.3K
$2.26M
|
|
|
May 02, 2023
Q1 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
20.9K+ 23.28% |
$2.19M - $2.27M
|
111K
$11.7M
|
|
|
Apr 21, 2023
Q1 2023
|
Paladin Advisory Group, LLC
|
BUY
|
- |
20.3KNew |
$2.13M - $2.2M
|
20.3K
$2.15M
|
|
|
May 03, 2023
Q1 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
19.4K+ 31.68% |
$2.04M - $2.11M
|
80.8K
$8.55M
|
|
|
Apr 24, 2023
Q1 2023
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
18.2K+ 49.39% |
$1.91M - $1.98M
|
55.1K
$5.83M
|
|
|
May 03, 2023
Q1 2023
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
18.2KNew |
$1.91M - $1.97M
|
18.2K
$1.92M
|
|
|
Apr 13, 2023
Q1 2023
|
Accurate Wealth Management, LLC
|
BUY
|
- |
17.8K+ 313.51% |
$1.87M - $1.93M
|
23.5K
$2.48M
|
|
|
May 05, 2023
Q1 2023
|
Wambolt & Associates, LLC
|
BUY
|
- |
16.9KNew |
$1.78M - $1.83M
|
16.9K
$1.79M
|
|
|
May 08, 2023
Q1 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
16.7K+ 54.98% |
$1.76M - $1.81M
|
47.2K
$4.99M
|
|
|
Jul 18, 2023
Q1 2023
|
Regis Acquisition Inc.
Denver, CO |
BUY
|
- |
16.7KNew |
$1.75M - $1.81M
|
16.7K
$1.77M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
16.7K+ 212.34% |
$1.75M - $1.81M
|
24.5K
$2.6M
|
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
BUY
|
- |
16.5K+ 1.99% |
$1.73M - $1.79M
|
846K
$89.5M
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
16.4K+ 5.11% |
$1.72M - $1.78M
|
338K
$35.7M
|
|
|
May 15, 2023
Q1 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
16.4K+ 3683.15% |
$1.72M - $1.78M
|
16.8K
$1.78M
|
|
|
May 15, 2023
Q1 2023
|
Ascendant Capital Management, LLC
Los Angeles, CA |
BUY
|
- |
16K+ 94.12% |
$1.68M - $1.74M
|
33K
$3.49M
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
15K+ 14.81% |
$1.58M - $1.63M
|
117K
$12.3M
|
|
|
Apr 12, 2023
Q1 2023
|
Legacy Private Trust Co.
|
BUY
|
- |
14.7K+ 11.38% |
$1.55M - $1.6M
|
144K
$15.3M
|
|
|
Apr 27, 2023
Q1 2023
|
Simplicity Wealth,Llc
|
BUY
|
- |
14.5KNew |
$1.52M - $1.58M
|
14.5K
$1.54M
|
|
|
May 08, 2023
Q1 2023
|
Brown Advisory Inc
|
BUY
|
- |
14.2K+ 31.62% |
$1.5M - $1.55M
|
59.3K
$6.27M
|
|
|
May 10, 2023
Q1 2023
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
14K+ 2.32% |
$1.47M - $1.52M
|
618K
$65.4M
|
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
14K+ 22.94% |
$1.47M - $1.52M
|
75K
$7.93M
|
|
|
Apr 20, 2023
Q1 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
14K+ 7.71% |
$1.47M - $1.52M
|
195K
$20.7M
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
13.9K+ 10.16% |
$1.46M - $1.51M
|
151K
$16M
|
|
|
Apr 20, 2023
Q1 2023
|
Wbh Advisory Inc
|
BUY
|
- |
13.5K+ 157.64% |
$1.42M - $1.47M
|
22.1K
$2.34M
|
|
|
Apr 18, 2023
Q1 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
13.5K+ 5114.77% |
$1.42M - $1.46M
|
13.8K
$1.46M
|
|
|
May 15, 2023
Q1 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
13.4K+ 13.43% |
$1.41M - $1.46M
|
113K
$12M
|
|
|
May 16, 2023
Q1 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
13.4K+ 23.37% |
$1.41M - $1.45M
|
70.8K
$7.49M
|
|
|
May 15, 2023
Q1 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
13.4K+ 40.22% |
$1.4M - $1.45M
|
46.6K
$4.93M
|
|
|
May 12, 2023
Q1 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
13K+ 15.17% |
$1.36M - $1.41M
|
98.5K
$10.4M
|
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
12.5K+ 27.09% |
$1.31M - $1.36M
|
58.8K
$6.22M
|
|
|
May 05, 2023
Q1 2023
|
Lindenwold Advisors
|
BUY
|
- |
12.2K+ 71.36% |
$1.28M - $1.32M
|
29.3K
$3.1M
|
|
|
May 11, 2023
Q1 2023
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
12K+ 52.46% |
$1.26M - $1.3M
|
34.9K
$3.69M
|
|
|
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
11.8KNew |
$1.24M - $1.28M
|
11.8K
$1.25M
|
|
|
May 12, 2023
Q1 2023
|
Wavelength Capital Management, LLC
|
BUY
|
- |
11.7K+ 13.12% |
$1.23M - $1.27M
|
101K
$10.7M
|
|
|
May 15, 2023
Q1 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
11.5KNew |
$1.21M - $1.25M
|
11.5K
$1.22M
|
|
|
Apr 18, 2023
Q1 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
11.4K+ 15.89% |
$1.2M - $1.24M
|
83.3K
$8.82M
|
|
|
Apr 27, 2023
Q1 2023
|
Capital Insight Partners, LLC
|
BUY
|
- |
11.4K+ 7.16% |
$1.2M - $1.24M
|
170K
$18M
|
|
|
Apr 06, 2023
Q1 2023
|
Single Point Partners, LLC
|
BUY
|
- |
11.3K+ 8.47% |
$1.19M - $1.22M
|
145K
$15.3M
|
|
|
Apr 21, 2023
Q1 2023
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
11.3K+ 14.73% |
$1.18M - $1.22M
|
87.7K
$9.28M
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
11.2K+ 4.97% |
$1.18M - $1.22M
|
237K
$25.1M
|
|
|
May 12, 2023
Q1 2023
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
11.1K+ 11.72% |
$1.17M - $1.21M
|
106K
$11.2M
|
|
|
May 05, 2023
Q1 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
11.1K+ 42.42% |
$1.16M - $1.2M
|
37.2K
$3.94M
|
|
|
Apr 19, 2023
Q1 2023
|
Retirement Planning Group
|
BUY
|
- |
11.1K+ 41.93% |
$1.16M - $1.2M
|
37.4K
$3.96M
|
|
|
May 11, 2023
Q1 2023
|
Eley Financial Management, Inc
South Burlington, VT |
BUY
|
- |
11KNew |
$1.16M - $1.2M
|
11K
$1.17M
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
11K+ 231.15% |
$1.15M - $1.19M
|
15.8K
$1.67M
|
|
|
May 11, 2023
Q1 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
10.7K+ 8.58% |
$1.12M - $1.16M
|
135K
$14.3M
|