Purchases and Sales Made in Q1 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 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 01, 2023 Q1 2023
Horan Capital Advisors, Llc.

Cincinnati, OH
BUY
 -
6.78K
New
$712K - $735K
6.78K $717K
May 11, 2023 Q1 2023
Pfg Investments, LLC

Woodbury, NY
BUY
 -
6.69K
New
$702K - $726K
6.69K $708K
May 09, 2023 Q1 2023
Aptus Capital Advisors, LLC

BUY
 -
6.64K
+ 193.36%
$698K - $721K
10.1K $1.07M
May 01, 2023 Q1 2023
Lincoln National Corp

BUY
 -
6.55K
+ 10.42%
$688K - $711K
69.4K $7.35M
Apr 12, 2023 Q1 2023
Morgan Rosel Wealth Management, LLC

BUY
 -
6.55K
+ 154.04%
$687K - $710K
10.8K $1.14M
Apr 18, 2023 Q1 2023
Waller Financial Planning Group, Inc

BUY
 -
6.51K
+ 27.06%
$683K - $706K
30.5K $3.23M
Apr 25, 2023 Q1 2023
Geneos Wealth Management Inc.

BUY
 -
6.46K
+ 89.78%
$679K - $701K
13.7K $1.45M
Apr 20, 2023 Q1 2023
Presilium Private Wealth, LLC

Radnor, PA
BUY
 -
6.35K
+ 22.65%
$666K - $689K
34.4K $3.64M
May 09, 2023 Q1 2023
Rfg Advisory, LLC

Birmingham, AL
BUY
 -
6.3K
+ 10.43%
$661K - $683K
66.7K $7.06M
Apr 25, 2023 Q1 2023
Advisor Resource Council

BUY
 -
6.17K
New
$648K - $670K
6.17K $653K
Aug 22, 2023 Q1 2023
Davidson Investment Advisors

BUY
 -
6.13K
+ 7.75%
$644K - $665K
85.2K $9.02M
Apr 14, 2023 Q1 2023
Heartwood Wealth Advisors LLC

BUY
 -
6.08K
+ 7.07%
$638K - $659K
92K $9.74M
May 09, 2023 Q1 2023
Wade G W & Inc

Wellesley, MA
BUY
 -
5.98K
+ 2.94%
$628K - $649K
209K $22.2M
May 12, 2023 Q1 2023
O'Shaughnessy Asset Management, LLC

Stamford, CT
BUY
 -
5.86K
+ 27.97%
$616K - $636K
26.8K $2.84M
Apr 25, 2023 Q1 2023
Ledyard National Bank

BUY
 -
5.77K
+ 4.08%
$605K - $626K
147K $15.6M
Nov 06, 2024 Q1 2023
Concord Asset Management, Llc/Va

Abingdon, VA
BUY
 -
5.6K
+ 119.59%
$588K - $608K
10.3K $1.09M
Apr 11, 2023 Q1 2023
Catalyst Wealth Management, LLC

Atlanta, GA
BUY
 -
5.55K
New
$583K - $602K
5.55K $587K
May 03, 2023 Q1 2023
Tci Wealth Advisors, Inc.

BUY
 -
5.54K
+ 765.61%
$582K - $601K
6.27K $663K
May 15, 2023 Q1 2023
Lifeworks Advisors, LLC

Grand Rapids, MI
BUY
 -
5.51K
New
$579K - $598K
5.51K $583K
May 10, 2023 Q1 2023
Atria Investments LLC

Charlotte, NC
BUY
 -
5.49K
+ 14.85%
$576K - $595K
42.4K $4.49M
Apr 14, 2023 Q1 2023
Nvest Financial, LLC

BUY
 -
5.31K
New
$558K - $576K
5.31K $562K
Apr 25, 2023 Q1 2023
Hartford Financial Management Inc.

BUY
 -
5.29K
+ 38.81%
$555K - $573K
18.9K $2M
May 10, 2023 Q1 2023
Dohj, LLC

Seattle, WA
BUY
 -
5.25K
+ 5.05%
$551K - $569K
109K $11.6M
May 25, 2023 Q1 2023
Empower Advisory Group, LLC

Greenwood Village, CO
BUY
 -
5.22K
New
$548K - $566K
5.22K $552K
Apr 16, 2024 Q1 2023
Arrowroot Family Office, LLC

Marina Del Rey, CA
BUY
 -
5.22K
New
$548K - $566K
5.22K $552K
May 15, 2023 Q1 2023
Creative One Wealth, LLC

Overland Park, KS
BUY
 -
5.15K
+ 27.48%
$541K - $559K
23.9K $2.53M
May 03, 2023 Q1 2023
Argonautica Private Wealth Management, Inc

Wellesley, MA
BUY
 -
5.14K
New
$540K - $558K
5.14K $544K
May 08, 2023 Q1 2023
Stokes Family Office, LLC

BUY
 -
5.12K
+ 14.81%
$538K - $556K
39.7K $4.2M
Apr 28, 2023 Q1 2023
Canvas Wealth Advisors, LLC

BUY
 -
5.1K
+ 96.81%
$536K - $554K
10.4K $1.1M
Apr 27, 2023 Q1 2023
North Star Investment Management Corp.

Chicago, IL
BUY
 -
5.1K
+ 56.04%
$535K - $553K
14.2K $1.5M
May 11, 2023 Q1 2023
Charles Schwab Investment Advisory, Inc.

San Francisco, CA
BUY
 -
5.1K
+ 0.1%
$535K - $553K
5.2M $551M
May 12, 2023 Q1 2023
Mount Lucas Management LP

Newtown, PA
BUY
 -
5.1K
New
$535K - $553K
5.1K $539K
May 15, 2023 Q1 2023
Fairview Capital Investment Management, LLC

Greenbrae, CA
BUY
 -
5.05K
+ 37.9%
$530K - $548K
18.4K $1.94M
Apr 10, 2023 Q1 2023
Mc Namara Financial Services, Inc.

BUY
 -
5.04K
+ 2.76%
$529K - $546K
187K $19.8M
Apr 26, 2023 Q1 2023
Provence Wealth Management Group

BUY
 -
4.97K
+ 24.21%
$521K - $539K
25.5K $2.7M
May 02, 2023 Q1 2023
Evolution Wealth Advisors, LLC

BUY
 -
4.95K
New
$519K - $537K
4.95K $524K
May 15, 2023 Q1 2023
Gallagher Fiduciary Advisors, LLC

Rolling Meadows, IL
BUY
 -
4.88K
New
$512K - $529K
4.88K $516K
May 18, 2023 Q1 2023
Titleist Asset Management, LLC

San Antonio, TX
BUY
 -
4.81K
New
$505K - $522K
4.81K $509K
May 12, 2023 Q1 2023
Theory Financial LLC

Fort Collins, CO
BUY
 -
4.81K
+ 48.59%
$504K - $521K
14.7K $1.55M
Apr 17, 2023 Q1 2023
Galvin, Gaustad & Stein, LLC

BUY
 -
4.77K
+ 12.0%
$501K - $517K
44.5K $4.71M
May 01, 2023 Q1 2023
Financial Freedom, LLC

Cincinnati, OH
BUY
 -
4.75K
+ 105.72%
$498K - $515K
9.24K $978K
May 31, 2023 Q1 2023
Fc Advisory LLC

BUY
 -
4.71K
+ 38.82%
$495K - $511K
16.9K $1.78M
May 12, 2023 Q1 2023
Sound View Wealth Advisors Group, LLC

BUY
 -
4.52K
+ 90.14%
$475K - $491K
9.54K $1.01M
Apr 25, 2023 Q1 2023
James Investment Research Inc

BUY
 -
4.47K
+ 14.08%
$469K - $485K
36.2K $3.83M
May 10, 2023 Q1 2023
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
BUY
 -
4.44K
+ 3.69%
$467K - $482K
125K $13.2M
Apr 03, 2023 Q1 2023
Global Wealth Strategies & Associates

Denver, CO
BUY
 -
4.41K
+ 14.98%
$463K - $479K
33.9K $3.58M
May 04, 2023 Q1 2023
Cx Institutional

BUY
 -
4.39K
+ 2.07%
$461K - $476K
217K $23M
Apr 12, 2023 Q1 2023
Retireful, LLC

BUY
 -
4.35K
New
$457K - $472K
4.35K $461K
Apr 20, 2023 Q1 2023
Evensky & Katz LLC

BUY
 -
4.33K
New
$454K - $469K
4.33K $458K

Track Institutional and Insider Activities on MUB

Follow ISHARES NATIONAL MUNI BOND ETF and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells MUB shares.

Notify only if

Insider Trading

Get notified when an Ishares National Muni Bond ETF insider buys or sells MUB shares.

Notify only if

News

Receive news related to ISHARES NATIONAL MUNI BOND ETF

Choose your preferred platform and Sign Up 👇 Telegram Email
Track Activities on MUB