Purchases and Sales Made in Q2 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 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
Aug 10, 2023 Q2 2023
Gerber Kawasaki Wealth & Investment Management

BUY
 -
5.54K
+ 14.43%
$582K - $601K
43.9K $4.69M
Jul 28, 2023 Q2 2023
Koshinski Asset Management, Inc.

BUY
 -
5.52K
New
$581K - $599K
5.52K $589K
Aug 07, 2023 Q2 2023
Connable Office Inc

BUY
 -
5.51K
New
$579K - $598K
5.51K $588K
Sep 12, 2023 Q2 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
5.44K
+ 17.49%
$572K - $590K
36.5K $3.9M
May 13, 2024 Q2 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
5.44K
+ 17.49%
$572K - $590K
36.5K $3.9M
Aug 08, 2023 Q2 2023
Clearwater Capital Advisors, LLC

BUY
 -
5.42K
+ 5.17%
$570K - $588K
110K $11.8M
Oct 18, 2023 Q2 2023
Strategic Blueprint, LLC

Atlanta, GA
BUY
 -
5.39K
+ 23.7%
$567K - $585K
28.1K $3M
Aug 14, 2023 Q2 2023
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
5.38K
+ 14.32%
$566K - $585K
43K $4.59M
Aug 14, 2023 Q2 2023
Clifford Group, LLC

Wayland, MA
BUY
 -
5.37K
+ 15.69%
$564K - $583K
39.6K $4.22M
Jul 17, 2023 Q2 2023
Carl P. Sherr & Co., LLC

BUY
 -
5.35K
+ 80.13%
$562K - $580K
12K $1.28M
Aug 11, 2023 Q2 2023
Brandywine Oak Private Wealth LLC

BUY
 -
5.32K
+ 7.48%
$559K - $577K
76.4K $8.15M
Aug 07, 2023 Q2 2023
Biltmore Family Office, LLC

BUY
 -
5.25K
+ 27.82%
$552K - $570K
24.1K $2.57M
Aug 03, 2023 Q2 2023
Sofi Wealth, LLC

BUY
 -
5.18K
+ 1.42%
$545K - $563K
369K $39.4M
Jul 24, 2023 Q2 2023
Dohj, LLC

Seattle, WA
BUY
 -
5.01K
+ 4.59%
$527K - $544K
114K $12.2M
Aug 08, 2023 Q2 2023
Financial Partners Group, Inc

Overland Park, KS
BUY
 -
5K
+ 6.13%
$526K - $543K
86.5K $9.23M
Jul 26, 2023 Q2 2023
Petra Financial Advisors Inc

Colorado Srpings, CO
BUY
 -
4.94K
+ 128.84%
$520K - $536K
8.78K $936K
Aug 14, 2023 Q2 2023
Bleakley Financial Group, LLC

Fairfield, NJ
BUY
 -
4.69K
+ 47.33%
$493K - $509K
14.6K $1.56M
Jul 14, 2023 Q2 2023
Kmg Fiduciary Partners, LLC

BUY
 -
4.57K
+ 30.15%
$480K - $496K
19.7K $2.1M
Jul 11, 2023 Q2 2023
Brookstone Capital Management

BUY
 -
4.49K
+ 8.38%
$472K - $487K
58K $6.19M
Aug 02, 2023 Q2 2023
Lifeworks Advisors, LLC

Grand Rapids, MI
BUY
 -
4.48K
+ 81.26%
$471K - $486K
9.99K $1.07M
Jul 12, 2023 Q2 2023
Collective Family Office LLC

BUY
 -
4.47K
New
$470K - $485K
4.47K $477K
Jul 13, 2023 Q2 2023
Williams Financial, LLC

Bennington, VT
BUY
 -
4.43K
+ 2.48%
$466K - $481K
183K $19.5M
Aug 08, 2023 Q2 2023
Alpha Q Advisors LLC

Orlando, FL
BUY
 -
4.4K
+ 37.16%
$463K - $478K
16.3K $1.73M
Aug 11, 2023 Q2 2023
Trexquant Investment LP

Stamford, CT
BUY
 -
4.27K
New
$449K - $463K
4.27K $455K
Aug 04, 2023 Q2 2023
Smith, Salley & Associates

BUY
 -
4.16K
+ 70.93%
$437K - $451K
10K $1.07M
Aug 14, 2023 Q2 2023
Ascent Group, LLC

BUY
 -
4.14K
+ 51.78%
$435K - $449K
12.1K $1.29M
Aug 14, 2023 Q2 2023
Morningstar Investment Services LLC

Chicago, IL
BUY
 -
4.12K
+ 3.15%
$434K - $448K
135K $14.4M
Aug 14, 2023 Q2 2023
Steward Partners Investment Advisory, LLC

BUY
 -
4.08K
+ 2.38%
$429K - $443K
175K $18.7M
Aug 11, 2023 Q2 2023
Jim Simons Renaissance Technologies LLC | New York, Ny
BUY
 -
4.05K
+ 4.88%
$426K - $439K
86.9K $9.27M
Aug 08, 2023 Q2 2023
Regimen Wealth, LLC

Atlanta, GA
BUY
 -
4.04K
+ 2.8%
$425K - $438K
148K $15.8M
Jul 10, 2023 Q2 2023
Pure Financial Advisors, LLC

BUY
 -
4.02K
+ 14.49%
$423K - $437K
31.8K $3.39M
Aug 11, 2023 Q2 2023
Invenio Wealth Partners LLC

Coral Gables, FL
BUY
 -
3.97K
New
$417K - $431K
3.97K $423K
Jul 14, 2023 Q2 2023
Integrated Advisors Network LLC

Palos Verdes Estates, CA
BUY
 -
3.9K
+ 5.34%
$410K - $424K
77K $8.22M
Aug 03, 2023 Q2 2023
Accredited Investors Inc.

BUY
 -
3.85K
+ 66.07%
$404K - $417K
9.67K $1.03M
Aug 03, 2023 Q2 2023
Private Capital Management LLC

BUY
 -
3.79K
+ 104.32%
$398K - $411K
7.42K $792K
Jul 27, 2023 Q2 2023
Horan Securities, Inc.

BUY
 -
3.78K
+ 61.24%
$397K - $410K
9.94K $1.06M
Jul 11, 2023 Q2 2023
Wealth Management Resources, Inc.

BUY
 -
3.77K
New
$396K - $409K
3.77K $402K
Aug 01, 2023 Q2 2023
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
3.73K
+ 3.06%
$392K - $404K
125K $13.4M
Jul 28, 2023 Q2 2023
Legacy Financial Strategies, LLC

Leawood, KS
BUY
 -
3.7K
+ 21.32%
$389K - $401K
21K $2.24M
Jul 13, 2023 Q2 2023
Chatham Capital Group, Inc.

BUY
 -
3.65K
+ 48.99%
$384K - $396K
11.1K $1.18M
Aug 11, 2023 Q2 2023
Huntington National Bank

Columbus, OH
BUY
 -
3.54K
+ 1.49%
$372K - $384K
241K $25.7M
Aug 11, 2023 Q2 2023
Horizon Family Wealth, Inc.

BUY
 -
3.49K
+ 32.0%
$366K - $378K
14.4K $1.53M
Aug 10, 2023 Q2 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
3.47K
+ 3.83%
$365K - $377K
94K $10M
Jul 24, 2023 Q2 2023
Galvin, Gaustad & Stein, LLC

BUY
 -
3.43K
+ 7.71%
$361K - $373K
47.9K $5.12M
Jul 24, 2023 Q2 2023
Values Added Financial LLC

Washington, DC
BUY
 -
3.41K
New
$359K - $370K
3.41K $364K
Jul 26, 2023 Q2 2023
Janney Montgomery Scott LLC

BUY
 -
3.39K
+ 4.15%
$357K - $368K
85K $9.07M
Aug 03, 2023 Q2 2023
Aquire Wealth Advisors, LLC

BUY
 -
3.39K
+ 4.86%
$357K - $368K
73.2K $7.81M
Jul 14, 2023 Q2 2023
Cornerstone Wealth Management, LLC

BUY
 -
3.37K
+ 13.0%
$355K - $366K
29.3K $3.13M
Aug 07, 2023 Q2 2023
Xml Financial, LLC

BUY
 -
3.35K
+ 5.36%
$352K - $363K
65.8K $7.02M

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