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 11, 2023 Q2 2023
Pfs Investments Inc.

Duluth, GA
BUY
 -
2.23K
+ 0.62%
$235K - $242K
361K $38.5M
Jul 28, 2023 Q2 2023
Syntegra Private Wealth Group, LLC

Chesterfield, MO
BUY
 -
2.22K
+ 17.34%
$233K - $241K
15K $1.6M
Aug 03, 2023 Q2 2023
Rooted Wealth Advisors, Inc.

Bourbonnais, IL
BUY
 -
2.22K
+ 118.77%
$233K - $241K
4.08K $435K
Aug 07, 2023 Q2 2023
Lutz Financial Services LLC

BUY
 -
2.21K
+ 4.35%
$233K - $240K
53K $5.66M
Aug 02, 2023 Q2 2023
Shufro Rose & CO LLC

BUY
 -
2.19K
New
$231K - $238K
2.19K $234K
Jul 07, 2023 Q2 2023
First Community Trust Na

BUY
 -
2.18K
New
$229K - $236K
2.18K $232K
Aug 16, 2024 Q2 2023
Td Private Client Wealth LLC

New York, NY
BUY
 -
2.16K
+ 6.0%
$227K - $235K
38.1K $4.07M
Jul 26, 2023 Q2 2023
Hartford Financial Management Inc.

BUY
 -
2.16K
+ 11.43%
$227K - $235K
21.1K $2.25M
Aug 10, 2023 Q2 2023
D.A. Davidson & Co.

BUY
 -
2.15K
+ 67.74%
$227K - $234K
5.33K $569K
Nov 17, 2023 Q2 2023
Granite Harbor Advisors, Inc.

Houston, TX
BUY
 -
2.14K
+ 4.38%
$225K - $232K
51K $5.44M
Jul 13, 2023 Q2 2023
Atlas Private Wealth Management

BUY
 -
2.11K
New
$222K - $230K
2.11K $226K
Aug 09, 2023 Q2 2023
Advisory Services Network, LLC

BUY
 -
2.09K
+ 1.62%
$220K - $227K
131K $14M
Jul 28, 2023 Q2 2023
Three Bridge Wealth Advisors, LLC

Portola Valley, CA
BUY
 -
2.07K
New
$218K - $225K
2.07K $221K
Aug 14, 2023 Q2 2023
Wealth Dimensions Group, Ltd.

BUY
 -
2.06K
New
$217K - $224K
2.06K $220K
Jul 26, 2023 Q2 2023
Pinnacle Associates LTD

BUY
 -
2.06K
+ 19.98%
$217K - $224K
12.4K $1.32M
Jul 25, 2023 Q2 2023
Concorde Asset Management, LLC

BUY
 -
2.05K
New
$216K - $223K
2.05K $219K
Aug 01, 2023 Q2 2023
Portside Wealth Group, LLC

Provo, UT
BUY
 -
2.05K
New
$215K - $222K
2.05K $219K
Aug 10, 2023 Q2 2023
Liberty Wealth Management LLC

Oakland, CA
BUY
 -
2.04K
New
$214K - $221K
2.04K $217K
Aug 01, 2023 Q2 2023
Perennial Advisors, LLC

New York, NY
BUY
 -
2.02K
New
$212K - $219K
2.02K $215K
Aug 04, 2023 Q2 2023
Motco

BUY
 -
2.02K
New
$212K - $219K
2.02K $215K
Jul 17, 2023 Q2 2023
Chesley Taft & Associates LLC

BUY
 -
2K
+ 1.35%
$210K - $217K
150K $16M
Jul 12, 2023 Q2 2023
Windsor Group LTD

BUY
 -
1.98K
+ 2.02%
$208K - $215K
99.9K $10.7M
Jul 18, 2023 Q2 2023
Stratos Wealth Partners, Ltd.

BUY
 -
1.98K
+ 2.23%
$208K - $214K
90.6K $9.67M
Aug 15, 2023 Q2 2023
Raymond James Trust N.A.

BUY
 -
1.98K
+ 6.33%
$208K - $214K
33.2K $3.54M
Jul 24, 2023 Q2 2023
Country Club Bank

BUY
 -
1.97K
+ 26.81%
$207K - $213K
9.3K $992K
Aug 04, 2023 Q2 2023
Simplex Trading, LLC

BUY
 -
1.96K
New
$206K - $213K
1.96K $209K
Aug 03, 2023 Q2 2023
Eldridge Investment Advisors, Inc.

Manchester, NH
BUY
 -
1.95K
New
$205K - $212K
1.95K $208K
Jul 07, 2023 Q2 2023
Weitzel Financial Services, Inc.

BUY
 -
1.92K
+ 2.7%
$202K - $209K
73.3K $7.82M
Jul 18, 2023 Q2 2023
Allspring Global Investments Holdings, LLC

BUY
 -
1.91K
+ 7620.0%
$200K - $207K
1.93K $206K
Jul 24, 2023 Q2 2023
Rye Brook Capital LLC

BUY
 -
1.9K
New
$200K - $206K
1.9K $203K
Jul 18, 2023 Q2 2023
Columbia Trust CO 01012016

BUY
 -
1.89K
+ 14.18%
$199K - $206K
15.2K $1.63M
Aug 09, 2023 Q2 2023
Alliance Wealth Management Group

Flemington, NJ
BUY
 -
1.87K
+ 5.15%
$196K - $203K
38.1K $4.07M
Oct 09, 2024 Q2 2023
Martel Wealth Advisors Inc

Vancouver, WA
BUY
 -
1.85K
+ 2.44%
$194K - $200K
77.5K $8.27M
Aug 09, 2023 Q2 2023
Financial Architects, Inc

Marlton, NJ
BUY
 -
1.8K
+ 6.62%
$189K - $195K
28.9K $3.09M
Jul 18, 2023 Q2 2023
Tfb Advisors LLC

Overland Park, KS
BUY
 -
1.79K
+ 21.16%
$188K - $194K
10.2K $1.09M
Jul 20, 2023 Q2 2023
Flagship Private Wealth, LLC

BUY
 -
1.78K
+ 41.1%
$187K - $193K
6.11K $652K
Jul 21, 2023 Q2 2023
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors

Westlake, OH
BUY
 -
1.77K
+ 25.5%
$186K - $192K
8.71K $929K
Jul 25, 2023 Q2 2023
Org Partners LLC

Roanoke, IN
BUY
 -
1.76K
+ 1.95%
$185K - $191K
91.9K $9.8M
Jul 11, 2023 Q2 2023
Eisner Amper Wealth Management Corporate Benefits, LLC

Iselin, NJ
BUY
 -
1.74K
+ 7.08%
$183K - $189K
26.3K $2.81M
Jul 14, 2023 Q2 2023
Clear Creek Financial Management, LLC

BUY
 -
1.73K
+ 30.09%
$182K - $188K
7.47K $797K
Jul 19, 2023 Q2 2023
Fulton Breakefield Broenniman LLC

BUY
 -
1.72K
+ 3.39%
$181K - $187K
52.4K $5.59M
Jul 31, 2023 Q2 2023
Dakota Wealth Management

BUY
 -
1.71K
+ 4.73%
$180K - $185K
37.8K $4.03M
Jul 17, 2023 Q2 2023
Hengehold Capital Management LLC

BUY
 -
1.7K
+ 2.61%
$179K - $185K
66.9K $7.14M
Aug 07, 2023 Q2 2023
Theory Financial LLC

Fort Collins, CO
BUY
 -
1.7K
+ 11.55%
$178K - $184K
16.4K $1.75M
Aug 14, 2023 Q2 2023
Lmr Partners LLP

London, X0
BUY
 -
1.69K
New
$178K - $184K
1.69K $180K
Jul 31, 2023 Q2 2023
Opus Capital Group, LLC

BUY
 -
1.69K
+ 1.75%
$178K - $184K
98.4K $10.5M
Jul 20, 2023 Q2 2023
Csenge Advisory Group

BUY
 -
1.69K
+ 12.88%
$177K - $183K
14.8K $1.58M
Aug 14, 2023 Q2 2023
Certified Advisory Corp

Altamonte Springs, FL
BUY
 -
1.68K
+ 24.0%
$176K - $182K
8.66K $924K
Aug 09, 2023 Q2 2023
Lokken Investment Group LLC

BUY
 -
1.66K
+ 14.27%
$175K - $181K
13.3K $1.42M

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