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 09, 2023
Q1 2023
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
2.67K+ 27.2% |
$280K - $290K
|
12.5K
$1.32M
|
|
|
May 15, 2023
Q1 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
2.67K+ 6.15% |
$280K - $289K
|
46K
$4.87M
|
|
|
Apr 18, 2023
Q1 2023
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
2.62K+ 2.59% |
$275K - $285K
|
104K
$11M
|
|
|
May 15, 2023
Q1 2023
|
Tolleson Wealth Management, Inc.
Dallas, TX |
BUY
|
- |
2.62K+ 22.33% |
$275K - $284K
|
14.3K
$1.52M
|
|
|
Apr 12, 2023
Q1 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
2.6K+ 103.42% |
$273K - $282K
|
5.11K
$541K
|
|
|
May 15, 2023
Q1 2023
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
2.6K+ 7.27% |
$273K - $282K
|
38.4K
$4.06M
|
|
|
Apr 12, 2023
Q1 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
2.58K+ 36.3% |
$271K - $280K
|
9.7K
$1.03M
|
|
|
Apr 26, 2023
Q1 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
2.56K+ 8.34% |
$269K - $278K
|
33.3K
$3.53M
|
|
|
May 10, 2023
Q1 2023
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
2.56K+ 12.31% |
$269K - $278K
|
23.4K
$2.47M
|
|
|
May 04, 2023
Q1 2023
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
2.52KNew |
$265K - $274K
|
2.52K
$267K
|
|
|
May 15, 2023
Q1 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
2.51K+ 13.24% |
$263K - $272K
|
21.4K
$2.27M
|
|
|
May 15, 2023
Q1 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
2.48KNew |
$260K - $269K
|
2.48K
$262K
|
|
|
Apr 20, 2023
Q1 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
2.47K+ 83.28% |
$259K - $268K
|
5.43K
$574K
|
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.46K+ 11.09% |
$259K - $267K
|
24.7K
$2.61M
|
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
BUY
|
- |
2.46K+ 66.33% |
$258K - $267K
|
6.17K
$653K
|
|
|
May 10, 2023
Q1 2023
|
Cooper Financial Group
|
BUY
|
- |
2.44K+ 44.04% |
$256K - $265K
|
7.98K
$845K
|
|
|
Apr 25, 2023
Q1 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
2.43K+ 15.23% |
$255K - $263K
|
18.3K
$1.94M
|
|
|
May 15, 2023
Q1 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
2.4K+ 8.28% |
$252K - $261K
|
31.4K
$3.33M
|
|
|
May 08, 2023
Q1 2023
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
2.4KNew |
$252K - $260K
|
2.4K
$254K
|
|
|
May 08, 2023
Q1 2023
|
Lokken Investment Group LLC
|
BUY
|
- |
2.39K+ 25.86% |
$251K - $260K
|
11.7K
$1.23M
|
|
|
Apr 12, 2023
Q1 2023
|
First National Bank Of Mount Dora, Trust Investment Services
|
BUY
|
- |
2.39K+ 16.74% |
$251K - $259K
|
16.6K
$1.76M
|
|
|
Aug 26, 2024
Q1 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
2.37KNew |
$248K - $257K
|
2.37K
$250K
|
|
|
Apr 27, 2023
Q1 2023
|
Latitude Advisors, LLC
|
BUY
|
- |
2.36KNew |
$247K - $256K
|
2.36K
$249K
|
|
|
May 15, 2023
Q1 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
2.35K+ 3.77% |
$247K - $255K
|
64.7K
$6.85M
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
2.32K+ 15.53% |
$244K - $252K
|
17.3K
$1.83M
|
|
|
May 01, 2023
Q1 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
2.29KNew |
$240K - $248K
|
2.29K
$242K
|
|
|
May 15, 2023
Q1 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
2.23KNew |
$234K - $242K
|
2.23K
$236K
|
|
|
Apr 17, 2023
Q1 2023
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
2.21K+ 11.25% |
$232K - $240K
|
21.9K
$2.31M
|
|
|
May 12, 2023
Q1 2023
|
Hbc Financial Services, Pllc
|
BUY
|
- |
2.21K+ 1.77% |
$232K - $239K
|
127K
$13.4M
|
|
|
Apr 18, 2023
Q1 2023
|
Flagship Private Wealth, LLC
|
BUY
|
- |
2.19K+ 102.72% |
$230K - $238K
|
4.33K
$458K
|
|
|
May 11, 2023
Q1 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
2.19K+ 9.66% |
$230K - $238K
|
24.9K
$2.63M
|
|
|
Apr 07, 2023
Q1 2023
|
Diversified Trust CO
|
BUY
|
- |
2.18KNew |
$229K - $237K
|
2.18K
$231K
|
|
|
Apr 26, 2023
Q1 2023
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
2.18K+ 16.93% |
$228K - $236K
|
15K
$1.59M
|
|
|
May 05, 2023
Q1 2023
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
2.16KNew |
$226K - $234K
|
2.16K
$228K
|
|
|
May 02, 2023
Q1 2023
|
Investment Management Associates Inc
|
BUY
|
- |
2.13K+ 4.05% |
$223K - $231K
|
54.6K
$5.78M
|
|
|
May 22, 2023
Q1 2023
|
American Trust
Lexington, KY |
BUY
|
- |
2.13KNew |
$223K - $231K
|
2.13K
$225K
|
|
|
May 04, 2023
Q1 2023
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
2.12K+ 33.99% |
$222K - $229K
|
8.34K
$882K
|
|
|
Apr 18, 2023
Q1 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
2.11KNew |
$221K - $229K
|
2.11K
$223K
|
|
|
Apr 18, 2023
Q1 2023
|
Alhambra Investment Partners LLC
|
BUY
|
- |
2.08K+ 7.28% |
$219K - $226K
|
30.7K
$3.25M
|
|
|
May 11, 2023
Q1 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
2.05KNew |
$215K - $222K
|
2.05K
$217K
|
|
|
May 02, 2023
Q1 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
2.04K+ 17.28% |
$214K - $221K
|
13.8K
$1.46M
|
|
|
Apr 21, 2023
Q1 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
2.01KNew |
$211K - $218K
|
2.01K
$213K
|
|
|
May 04, 2023
Q1 2023
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
1.98K+ 1.12% |
$208K - $215K
|
178K
$18.9M
|
|
|
Apr 17, 2023
Q1 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
1.98K+ 19.34% |
$208K - $215K
|
12.2K
$1.29M
|
|
|
May 11, 2023
Q1 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
1.97KNew |
$207K - $214K
|
1.97K
$209K
|
|
|
Apr 07, 2023
Q1 2023
|
Austin Private Wealth, LLC
|
BUY
|
- |
1.96K+ 0.69% |
$206K - $213K
|
288K
$30.5M
|
|
|
May 05, 2023
Q1 2023
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
1.95KNew |
$205K - $212K
|
1.95K
$206K
|
|
|
Apr 18, 2023
Q1 2023
|
Albion Financial Group
|
BUY
|
- |
1.94K+ 6.05% |
$204K - $211K
|
34.1K
$3.61M
|
|
|
May 09, 2023
Q1 2023
|
Armor Investment Advisors, LLC
|
BUY
|
- |
1.94K+ 20.23% |
$204K - $210K
|
11.5K
$1.22M
|
|
|
Apr 26, 2023
Q1 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
1.93K+ 1.56% |
$202K - $209K
|
125K
$13.3M
|