Purchases and Sales Made in Q2 2023 in Ishares National Muni Bond ETF (MUB)
This table provides information about the institutional ownership of Ishares National Muni Bond ETF (MUB) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 12, 2023
Q2 2023
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-400- 3.56% |
$42.1K - $43.4K
|
10.8K
$1.16M
|
|
|
Jul 13, 2023
Q2 2023
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-412- 11.72% |
$43.3K - $44.7K
|
3.1K
$331K
|
|
|
Jul 20, 2023
Q2 2023
|
Duncker Streett & CO Inc
|
SELL
|
- |
-413- 3.05% |
$43.4K - $44.8K
|
13.1K
$1.4M
|
|
|
Aug 07, 2023
Q2 2023
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-450- 11.22% |
$47.3K - $48.9K
|
3.56K
$380K
|
|
|
Aug 08, 2023
Q2 2023
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-460- 11.09% |
$48.4K - $49.9K
|
3.69K
$393K
|
|
|
Aug 10, 2023
Q2 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-462- 8.85% |
$48.6K - $50.2K
|
4.76K
$508K
|
|
|
Jul 28, 2023
Q2 2023
|
Lion Street Advisors, LLC
|
SELL
|
- |
-470- 5.97% |
$49.4K - $51K
|
7.41K
$790K
|
|
|
Aug 02, 2023
Q2 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-477- 2.6% |
$50.2K - $51.8K
|
17.9K
$1.91M
|
|
|
Aug 14, 2023
Q2 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-478- 1.88% |
$50.3K - $51.9K
|
24.9K
$2.66M
|
|
|
Jul 17, 2024
Q2 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-482- 13.31% |
$50.7K - $52.3K
|
3.14K
$335K
|
|
|
Dec 13, 2024
Q2 2023
|
Smart Wealth LLC
Omaha, NE |
SELL
|
- |
-483- 12.74% |
$50.8K - $52.4K
|
3.31K
$353K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-498- 23.07% |
$52.4K - $54.1K
|
1.66K
$177K
|
|
|
Jul 11, 2023
Q2 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-547- 2.72% |
$57.5K - $59.4K
|
19.6K
$2.09M
|
|
|
Jul 13, 2023
Q2 2023
|
Rda Financial Network
|
SELL
|
- |
-547- 9.32% |
$57.5K - $59.4K
|
5.32K
$568K
|
|
|
Aug 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-548- 2.02% |
$57.6K - $59.5K
|
26.5K
$2.83M
|
|
|
Aug 11, 2023
Q2 2023
|
Phillips Financial Management, LLC
|
SELL
|
- |
-553- 1.02% |
$58.2K - $60K
|
53.7K
$5.73M
|
|
|
Jul 18, 2023
Q2 2023
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-574- 7.62% |
$60.4K - $62.3K
|
6.96K
$742K
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-580- 2.5% |
$61K - $63K
|
22.7K
$2.42M
|
|
|
Jul 21, 2023
Q2 2023
|
Unique Wealth, LLC
Tampa, FL |
SELL
|
- |
-580- 0.76% |
$61K - $63K
|
75.9K
$8.1M
|
|
|
Feb 02, 2024
Q2 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-607- 5.06% |
$63.8K - $65.9K
|
11.4K
$1.22M
|
|
|
Jul 26, 2023
Q2 2023
|
Financial Guidance Group, Inc.
|
SELL
|
- |
-625- 0.82% |
$65.7K - $67.9K
|
75.2K
$8.02M
|
|
|
Aug 07, 2023
Q2 2023
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-644- 11.94% |
$67.7K - $69.9K
|
4.75K
$507K
|
|
|
Aug 11, 2023
Q2 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-644- 6.39% |
$67.7K - $69.9K
|
9.44K
$1.01M
|
|
|
Oct 29, 2024
Q2 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-650- 38.24% |
$68.4K - $70.6K
|
1.05K
$112K
|
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-656- 15.86% |
$69K - $71.2K
|
3.48K
$371K
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-664- 4.86% |
$69.8K - $72.1K
|
13K
$1.39M
|
|
|
Oct 02, 2024
Q2 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-668- 1.49% |
$70.2K - $72.5K
|
44.2K
$4.71M
|
|
|
May 20, 2024
Q2 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-669- 19.02% |
$70.4K - $72.6K
|
2.85K
$304K
|
|
|
Aug 10, 2023
Q2 2023
|
Cambria Investment Management, L.P.
|
SELL
|
- |
-675- 5.85% |
$71K - $73.3K
|
10.9K
$1.16M
|
|
|
Jul 06, 2023
Q2 2023
|
Engrave Wealth Partners LLC
|
SELL
|
- |
-676- 8.26% |
$71.1K - $73.4K
|
7.51K
$801K
|
|
|
Jul 21, 2023
Q2 2023
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-680- 4.03% |
$71.5K - $73.8K
|
16.2K
$1.73M
|
|
|
Aug 10, 2023
Q2 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-693- 17.27% |
$72.9K - $75.2K
|
3.32K
$354K
|
|
|
Aug 11, 2023
Q2 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-709- 1.15% |
$74.6K - $77K
|
60.8K
$6.49M
|
|
|
Aug 10, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-717- 4.82% |
$75.4K - $77.9K
|
14.2K
$1.51M
|
|
|
Dec 13, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-717- 4.82% |
$75.4K - $77.9K
|
14.2K
$1.51M
|
|
|
Jul 06, 2023
Q2 2023
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-718- 2.01% |
$75.5K - $78K
|
35.1K
$3.74M
|
|
|
Jul 06, 2023
Q2 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-740- 5.51% |
$77.8K - $80.3K
|
12.7K
$1.35M
|
|
|
Jul 26, 2023
Q2 2023
|
Canal Capital Management, LLC
|
SELL
|
- |
-740- 13.76% |
$77.8K - $80.3K
|
4.64K
$495K
|
|
|
Jul 17, 2023
Q2 2023
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-749- 8.59% |
$78.8K - $81.3K
|
7.97K
$850K
|
|
|
Aug 11, 2023
Q2 2023
|
Ally Invest Advisors Inc.
Charlotte, NC |
SELL
|
- |
-756- 0.46% |
$79.5K - $82.1K
|
164K
$17.5M
|
|
|
Jul 13, 2023
Q2 2023
|
Riversedge Advisors, LLC
|
SELL
|
- |
-787- 2.19% |
$82.8K - $85.5K
|
35.2K
$3.76M
|
|
|
Aug 11, 2023
Q2 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-789- 3.05% |
$83K - $85.7K
|
25.1K
$2.67M
|
|
|
Aug 23, 2023
Q2 2023
|
Tnf LLC
|
SELL
|
- |
-789- 1.62% |
$83K - $85.7K
|
47.8K
$5.1M
|
|
|
Jul 25, 2023
Q2 2023
|
Advisory Alpha, LLC
|
SELL
|
- |
-794- 5.75% |
$83.5K - $86.2K
|
13K
$1.39M
|
|
|
Aug 09, 2023
Q2 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-797- 1.86% |
$83.8K - $86.5K
|
42.1K
$4.5M
|
|
|
Jul 13, 2023
Q2 2023
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-798- 4.66% |
$83.9K - $86.6K
|
16.3K
$1.74M
|
|
|
Aug 09, 2023
Q2 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-820- 0.93% |
$86.2K - $89K
|
87.3K
$9.32M
|
|
|
Jul 10, 2023
Q2 2023
|
Dakota Community Bank & Trust Na
Hebron, ND |
SELL
|
- |
-831- 46.04% |
$87.4K - $90.2K
|
974
$104K
|
|
|
Jul 26, 2023
Q2 2023
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-846- 29.36% |
$89K - $91.9K
|
2.04K
$217K
|
|
|
Aug 03, 2023
Q2 2023
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-855- 7.09% |
$89.9K - $92.8K
|
11.2K
$1.2M
|