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 20, 2023
Q1 2023
|
Stone Point Wealth LLC
|
BUY
|
- |
1.92K+ 27.98% |
$202K - $208K
|
8.79K
$930K
|
|
|
Apr 18, 2023
Q1 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
1.9K+ 54.6% |
$199K - $206K
|
5.38K
$569K
|
|
|
May 08, 2023
Q1 2023
|
Howard Capital Management Inc.
|
BUY
|
- |
1.9KNew |
$199K - $206K
|
1.9K
$201K
|
|
|
May 04, 2023
Q1 2023
|
Aaf Wealth Management, LLC
|
BUY
|
- |
1.89KNew |
$199K - $205K
|
1.89K
$200K
|
|
|
May 04, 2023
Q1 2023
|
Barber Financial Group, Inc.
|
BUY
|
- |
1.89K+ 38.84% |
$199K - $205K
|
6.77K
$716K
|
|
|
May 08, 2023
Q1 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
1.89K+ 3.61% |
$198K - $205K
|
54.3K
$5.74M
|
|
|
Apr 04, 2023
Q1 2023
|
Confluence Investment Management LLC
|
BUY
|
- |
1.89K+ 39.97% |
$198K - $205K
|
6.6K
$699K
|
|
|
May 15, 2023
Q1 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
1.88K+ 621.52% |
$197K - $204K
|
2.18K
$231K
|
|
|
May 15, 2023
Q1 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
1.88K+ 10.58% |
$197K - $203K
|
19.6K
$2.07M
|
|
|
Apr 26, 2023
Q1 2023
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
1.87KNew |
$196K - $202K
|
1.87K
$197K
|
|
|
May 04, 2023
Q1 2023
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
1.82K+ 24.18% |
$191K - $198K
|
9.35K
$990K
|
|
|
May 11, 2023
Q1 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.78K+ 1.76% |
$187K - $194K
|
103K
$10.9M
|
|
|
May 03, 2023
Q1 2023
|
Smith, Salley & Associates
|
BUY
|
- |
1.78K+ 43.62% |
$187K - $193K
|
5.86K
$620K
|
|
|
Apr 06, 2023
Q1 2023
|
Kwmg, LLC
|
BUY
|
- |
1.78K+ 8.06% |
$187K - $193K
|
23.8K
$2.52M
|
|
|
May 12, 2023
Q1 2023
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
1.76K+ 17.52% |
$185K - $191K
|
11.8K
$1.25M
|
|
|
May 09, 2023
Q1 2023
|
Ballast Advisors LLC
|
BUY
|
- |
1.76K+ 57.57% |
$184K - $191K
|
4.81K
$509K
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.75K+ 14.18% |
$183K - $189K
|
14.1K
$1.49M
|
|
|
Apr 13, 2023
Q1 2023
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
1.73K+ 12.87% |
$181K - $187K
|
15.1K
$1.6M
|
|
|
May 01, 2023
Q1 2023
|
Pds Planning, Inc
|
BUY
|
- |
1.72K+ 1.55% |
$181K - $187K
|
113K
$12M
|
|
|
May 10, 2023
Q1 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
1.72K+ 11.09% |
$180K - $186K
|
17.2K
$1.82M
|
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
1.68K+ 5.68% |
$176K - $182K
|
31.2K
$3.3M
|
|
|
Apr 25, 2023
Q1 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
1.64KNew |
$172K - $178K
|
1.64K
$174K
|
|
|
May 01, 2023
Q1 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.63K+ 3.62% |
$171K - $177K
|
46.6K
$4.94M
|
|
|
Apr 10, 2023
Q1 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
1.59KNew |
$167K - $172K
|
1.59K
$168K
|
|
|
May 04, 2023
Q1 2023
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
1.56K+ 16.2% |
$164K - $170K
|
11.2K
$1.19M
|
|
|
May 05, 2023
Q1 2023
|
Vaughan Nelson Investment Management, L.P.
|
BUY
|
- |
1.56K+ 72.06% |
$164K - $169K
|
3.73K
$394K
|
|
|
May 15, 2023
Q1 2023
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
1.53K+ 4.3% |
$160K - $166K
|
37K
$3.92M
|
|
|
May 10, 2023
Q1 2023
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
1.52K+ 19.81% |
$159K - $165K
|
9.18K
$972K
|
|
|
May 09, 2023
Q1 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
1.5K+ 30.14% |
$157K - $163K
|
6.47K
$685K
|
|
|
May 02, 2023
Q1 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
1.48K+ 12.46% |
$155K - $160K
|
13.4K
$1.41M
|
|
|
May 11, 2023
Q1 2023
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
1.47K+ 4.92% |
$154K - $159K
|
31.3K
$3.31M
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
1.43KNew |
$150K - $155K
|
1.43K
$151K
|
|
|
Apr 06, 2023
Q1 2023
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
1.41K+ 8.42% |
$148K - $153K
|
18.2K
$1.93M
|
|
|
May 12, 2023
Q1 2023
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
1.41K+ 89.47% |
$148K - $153K
|
2.99K
$316K
|
|
|
May 05, 2023
Q1 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
1.41K+ 12.16% |
$148K - $153K
|
13K
$1.37M
|
|
|
May 03, 2023
Q1 2023
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
1.4K+ 49.19% |
$147K - $152K
|
4.24K
$449K
|
|
|
Apr 14, 2023
Q1 2023
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
1.39K+ 9.15% |
$146K - $151K
|
16.6K
$1.76M
|
|
|
Apr 20, 2023
Q1 2023
|
Pfg Advisors
|
BUY
|
- |
1.39K+ 10.95% |
$146K - $151K
|
14.1K
$1.49M
|
|
|
May 03, 2023
Q1 2023
|
Monumental Financial Group Inc.
|
BUY
|
- |
1.39KNew |
$145K - $150K
|
1.39K
$147K
|
|
|
Apr 06, 2023
Q1 2023
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
1.38K+ 1.24% |
$145K - $149K
|
112K
$11.9M
|
|
|
May 02, 2023
Q1 2023
|
Maple Capital Management, Inc.
|
BUY
|
- |
1.38K+ 29.3% |
$145K - $149K
|
6.08K
$643K
|
|
|
May 15, 2023
Q1 2023
|
Brasada Capital Management, LP
Houston, TX |
BUY
|
- |
1.37K+ 26.94% |
$144K - $149K
|
6.47K
$685K
|
|
|
Mar 11, 2025
Q1 2023
|
Private Capital Management LLC
|
BUY
|
- |
1.33K+ 57.66% |
$139K - $144K
|
3.63K
$384K
|
|
|
May 09, 2023
Q1 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
1.32K+ 0.29% |
$139K - $144K
|
450K
$47.7M
|
|
|
Apr 11, 2023
Q1 2023
|
Acropolis Investment Management, LLC
|
BUY
|
- |
1.32K+ 2.6% |
$138K - $143K
|
51.9K
$5.5M
|
|
|
Apr 03, 2023
Q1 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
1.31K+ 20.02% |
$138K - $143K
|
7.88K
$834K
|
|
|
Apr 11, 2023
Q1 2023
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
1.31K+ 16.53% |
$138K - $142K
|
9.24K
$978K
|
|
|
May 02, 2023
Q1 2023
|
Oakworth Capital, Inc.
|
BUY
|
- |
1.28KNew |
$135K - $139K
|
1.28K
$136K
|
|
|
Apr 27, 2023
Q1 2023
|
Ironwood Wealth Management, Llc.
|
BUY
|
- |
1.26K+ 6.0% |
$132K - $136K
|
22.2K
$2.35M
|
|
|
May 03, 2023
Q1 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
1.24K+ 1.94% |
$130K - $134K
|
65K
$6.87M
|