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 |
---|---|---|---|---|---|---|---|
Aug 28, 2023
Q2 2023
|
Dt Investment Partners, LLC
|
BUY
|
- |
916+ 69.24% |
$96.3K - $99.5K
|
2.24K
$239K
|
|
Aug 08, 2023
Q2 2023
|
Gryphon Financial Partners LLC
|
BUY
|
- |
888+ 9.57% |
$93.4K - $96.4K
|
10.2K
$1.09M
|
|
Jul 20, 2023
Q2 2023
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
880+ 0.58% |
$92.5K - $95.6K
|
153K
$16.3M
|
|
Aug 14, 2023
Q2 2023
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
863+ 22.75% |
$90.8K - $93.7K
|
4.66K
$497K
|
|
Aug 08, 2023
Q2 2023
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
851+ 3.64% |
$89.5K - $92.4K
|
24.2K
$2.58M
|
|
Jul 14, 2023
Q2 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
840+ 4.62% |
$88.3K - $91.2K
|
19K
$2.03M
|
|
Jul 14, 2023
Q2 2023
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
822+ 8.9% |
$86.4K - $89.3K
|
10.1K
$1.07M
|
|
Jul 06, 2023
Q2 2023
|
Fc Advisory LLC
|
BUY
|
- |
821+ 4.87% |
$86.3K - $89.1K
|
17.7K
$1.89M
|
|
Jul 10, 2023
Q2 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
821+ 1.18% |
$86.3K - $89.1K
|
70.6K
$7.53M
|
|
Jul 17, 2023
Q2 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
816New |
$85.8K - $88.6K
|
816
$87.1K
|
|
Aug 14, 2023
Q2 2023
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
816+ 13.2% |
$85.8K - $88.6K
|
7K
$747K
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
806+ 7.28% |
$84.8K - $87.5K
|
11.9K
$1.27M
|
|
Aug 07, 2023
Q2 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
789+ 1.84% |
$83K - $85.7K
|
43.6K
$4.65M
|
|
Aug 14, 2023
Q2 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
783+ 3.42% |
$82.3K - $85K
|
23.7K
$2.52M
|
|
Jul 25, 2023
Q2 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
770+ 0.65% |
$81K - $83.6K
|
120K
$12.8M
|
|
Aug 01, 2023
Q2 2023
|
Paulson Wealth Management Inc.
|
BUY
|
- |
754+ 3.05% |
$79.3K - $81.9K
|
25.5K
$2.72M
|
|
Jul 03, 2023
Q2 2023
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
746+ 0.5% |
$78.4K - $81K
|
149K
$15.9M
|
|
Jul 24, 2023
Q2 2023
|
Provence Wealth Management Group
|
BUY
|
- |
744+ 2.92% |
$78.2K - $80.8K
|
26.2K
$2.8M
|
|
Feb 28, 2024
Q2 2023
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
739+ 3.7% |
$77.7K - $80.2K
|
20.7K
$2.21M
|
|
Aug 14, 2023
Q2 2023
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
735New |
$77.3K - $79.8K
|
735
$78.4K
|
|
Jul 14, 2023
Q2 2023
|
Financial Connections Group, Inc.
|
BUY
|
- |
733+ 83.58% |
$77.1K - $79.6K
|
1.61K
$172K
|
|
Jul 07, 2023
Q2 2023
|
First National Bank Of Mount Dora, Trust Investment Services
|
BUY
|
- |
710+ 4.27% |
$74.7K - $77.1K
|
17.4K
$1.85M
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
704+ 2514.29% |
$74K - $76.4K
|
732
$78.1K
|
|
Aug 09, 2023
Q2 2023
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
700+ 141.7% |
$73.6K - $76K
|
1.19K
$127K
|
|
Jan 12, 2024
Q2 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
692+ 6.5% |
$72.8K - $75.1K
|
11.3K
$1.21M
|
|
Aug 14, 2023
Q2 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
679+ 12.32% |
$71.4K - $73.7K
|
6.19K
$661K
|
|
Jul 10, 2023
Q2 2023
|
Bts Asset Management, Inc.
|
BUY
|
- |
675+ 8.38% |
$71K - $73.3K
|
8.73K
$931K
|
|
Aug 11, 2023
Q2 2023
|
Alley Investment Management Company, LLC
|
BUY
|
- |
670+ 0.64% |
$70.5K - $72.7K
|
105K
$11.2M
|
|
Aug 08, 2023
Q2 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
662+ 3.25% |
$69.6K - $71.9K
|
21.1K
$2.25M
|
|
Jul 24, 2023
Q2 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
659+ 1.98% |
$69.3K - $71.6K
|
34K
$3.63M
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
653+ 2.86% |
$68.7K - $70.9K
|
23.5K
$2.51M
|
|
Jul 10, 2023
Q2 2023
|
Stairway Partners, LLC
|
BUY
|
- |
644+ 0.38% |
$67.7K - $69.9K
|
169K
$18.1M
|
|
Aug 14, 2023
Q2 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
629+ 51.73% |
$66.1K - $68.3K
|
1.85K
$197K
|
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
621+ 5.25% |
$65.3K - $67.4K
|
12.4K
$1.33M
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
BUY
|
- |
618+ 0.5% |
$65K - $67.1K
|
123K
$13.2M
|
|
Jul 11, 2023
Q2 2023
|
Capital Investment Services Of America, Inc.
|
BUY
|
- |
600+ 0.93% |
$63.1K - $65.1K
|
64.9K
$6.93M
|
|
Aug 11, 2023
Q2 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
599+ 20.86% |
$63K - $65K
|
3.47K
$370K
|
|
Aug 14, 2023
Q2 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
595+ 1.89% |
$62.6K - $64.6K
|
32K
$3.42M
|
|
Jul 14, 2023
Q2 2023
|
Alhambra Investment Partners LLC
|
BUY
|
- |
590+ 1.92% |
$62K - $64.1K
|
31.3K
$3.34M
|
|
Jul 21, 2023
Q2 2023
|
Rhs Financial, LLC
|
BUY
|
- |
573+ 24.38% |
$60.3K - $62.2K
|
2.92K
$312K
|
|
Jul 17, 2023
Q2 2023
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
540+ 2.47% |
$56.8K - $58.6K
|
22.4K
$2.39M
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
539+ 1.07% |
$56.7K - $58.5K
|
50.8K
$5.42M
|
|
Aug 14, 2023
Q2 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
519+ 6.81% |
$54.6K - $56.4K
|
8.14K
$868K
|
|
Jul 25, 2023
Q2 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
518New |
$54.5K - $56.2K
|
518
$55.3K
|
|
Aug 01, 2023
Q2 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
517+ 0.85% |
$54.4K - $56.1K
|
61.6K
$6.58M
|
|
Aug 09, 2023
Q2 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
500+ 25.0% |
$52.6K - $54.3K
|
2.5K
$267K
|
|
Jul 14, 2023
Q2 2023
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
492+ 5.15% |
$51.7K - $53.4K
|
10K
$1.07M
|
|
Aug 08, 2023
Q2 2023
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
490+ 0.81% |
$51.5K - $53.2K
|
61.1K
$6.52M
|
|
Jul 20, 2023
Q2 2023
|
Davenport & CO LLC
|
BUY
|
- |
485+ 3.81% |
$51K - $52.7K
|
13.2K
$1.41M
|
|
Jul 10, 2023
Q2 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
483+ 11.42% |
$50.8K - $52.4K
|
4.71K
$503K
|