Purchases and Sales Made in Q4 2022 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 Q4 2022. 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
Feb 13, 2023 Q4 2022
Baker Avenue Asset Management, LP

BUY
 -
3.16K
+ 27.19%
$321K - $337K
14.8K $1.58M
Feb 08, 2023 Q4 2022
Interactive Financial Advisors

Chicago, IL
BUY
 -
3.14K
+ 77.41%
$319K - $335K
7.19K $768K
Feb 09, 2023 Q4 2022
Towercrest Capital Management

Newtown, PA
BUY
 -
3.14K
+ 3.2%
$319K - $335K
101K $10.8M
Jan 20, 2023 Q4 2022
Family Investment Center, Inc.

Saint Joseph, MO
BUY
 -
3.1K
New
$315K - $331K
3.1K $331K
Jan 20, 2023 Q4 2022
Whitcomb & Hess, Inc.

BUY
 -
3.1K
New
$314K - $330K
3.1K $330K
Jan 23, 2023 Q4 2022
Clear Creek Financial Management, LLC

BUY
 -
3.08K
+ 126.66%
$313K - $329K
5.52K $589K
Jan 23, 2023 Q4 2022
Defined Wealth Management, LLC

BUY
 -
3.08K
New
$312K - $328K
3.08K $328K
Feb 14, 2023 Q4 2022
Bristlecone Advisors, LLC

BUY
 -
3.07K
New
$312K - $328K
3.07K $328K
Feb 14, 2023 Q4 2022
New Edge Wealth, LLC

Pittsburgh, PA
BUY
 -
3.05K
+ 7.3%
$309K - $325K
44.8K $4.78M
Feb 07, 2023 Q4 2022
Main Street Financial Solutions, LLC

BUY
 -
2.96K
New
$301K - $316K
2.96K $316K
Feb 21, 2023 Q4 2022
Insight Advisors, LLC

Newtown, PA
BUY
 -
2.92K
New
$296K - $311K
2.92K $311K
Jan 24, 2023 Q4 2022
Koshinski Asset Management, Inc.

BUY
 -
2.89K
New
$293K - $308K
2.89K $308K
Feb 15, 2023 Q4 2022
Capstone Financial Advisors, Inc.

Downers Grove, IL
BUY
 -
2.89K
+ 14.41%
$293K - $308K
22.9K $2.45M
Feb 14, 2023 Q4 2022
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors

Westlake, OH
BUY
 -
2.88K
New
$292K - $307K
2.88K $307K
Feb 10, 2023 Q4 2022
Bbr Partners, LLC

New York, NY
BUY
 -
2.87K
New
$291K - $306K
2.87K $306K
Feb 14, 2023 Q4 2022
Trustmark National Bank Trust Department

Jackson, MS
BUY
 -
2.86K
New
$290K - $305K
2.86K $305K
Jan 31, 2023 Q4 2022
Insight Wealth Partners, LLC

BUY
 -
2.81K
+ 13.68%
$285K - $300K
23.3K $2.49M
Feb 09, 2023 Q4 2022
Pillar Wealth Advisors, LLC

BUY
 -
2.81K
New
$285K - $300K
2.81K $300K
Feb 01, 2023 Q4 2022
Total Investment Management Inc

Scottsdale, AZ
BUY
 -
2.77K
New
$281K - $296K
2.77K $296K
Feb 02, 2023 Q4 2022
Centurion Wealth Management LLC

Mclean, VA
BUY
 -
2.75K
New
$279K - $293K
2.75K $293K
Jan 27, 2023 Q4 2022
Peak Financial Management, Inc.

BUY
 -
2.73K
New
$277K - $291K
2.73K $291K
Feb 14, 2023 Q4 2022
High Falls Advisors, Inc

Rochester, NY
BUY
 -
2.68K
+ 5.3%
$272K - $286K
53.2K $5.68M
Jan 10, 2023 Q4 2022
Fc Advisory LLC

BUY
 -
2.65K
+ 27.98%
$269K - $283K
12.1K $1.3M
Feb 07, 2023 Q4 2022
Theory Financial LLC

Fort Collins, CO
BUY
 -
2.64K
+ 36.46%
$268K - $282K
9.89K $1.06M
Jan 26, 2023 Q4 2022
Charles Schwab Trust CO

BUY
 -
2.61K
New
$265K - $278K
2.61K $278K
Jan 19, 2023 Q4 2022
Strategic Investment Advisors

Farmington Hills, MI
BUY
 -
2.61K
New
$265K - $278K
2.61K $278K
Jan 12, 2023 Q4 2022
First Hawaiian Bank

BUY
 -
2.6K
+ 8.73%
$264K - $278K
32.4K $3.46M
Feb 14, 2023 Q4 2022
Segall Bryant & Hamill, LLC

Chicago, IL
BUY
 -
2.59K
+ 72.51%
$263K - $276K
6.16K $658K
Feb 06, 2023 Q4 2022
Milestone Asset Management, LLC

Pittsburgh, PA
BUY
 -
2.58K
New
$261K - $275K
2.58K $275K
Feb 08, 2023 Q4 2022
Salomon & Ludwin, LLC

BUY
 -
2.57K
New
$261K - $274K
2.57K $274K
Feb 13, 2023 Q4 2022
Lokken Investment Group LLC

BUY
 -
2.55K
+ 38.01%
$259K - $272K
9.26K $988K
Feb 14, 2023 Q4 2022
Essential Planning, Llc.

Portsmouth, NH
BUY
 -
2.5K
New
$254K - $267K
2.5K $267K
Jan 13, 2023 Q4 2022
Flagship Harbor Advisors, LLC

BUY
 -
2.5K
+ 77.03%
$253K - $266K
5.73K $612K
Sep 04, 2024 Q4 2022
Mas Advisors LLC

Miami, FL
BUY
 -
2.49K
New
$253K - $266K
2.49K $266K
Feb 01, 2023 Q4 2022
Bay Colony Advisory Group, Inc D

BUY
 -
2.45K
New
$249K - $262K
2.45K $262K
Feb 14, 2023 Q4 2022
Aspire Private Capital, LLC

BUY
 -
2.44K
New
$248K - $261K
2.44K $261K
Feb 09, 2023 Q4 2022
True Capital Management

San Francisco, CA
BUY
 -
2.43K
New
$247K - $260K
2.43K $260K
Feb 08, 2023 Q4 2022
Gould Asset Management LLC

Claremont, CA
BUY
 -
2.42K
+ 113.65%
$245K - $258K
4.54K $484K
Jan 18, 2023 Q4 2022
Family Asset Management, LLC

Charleston, SC
BUY
 -
2.41K
New
$245K - $257K
2.41K $257K
Feb 13, 2023 Q4 2022
Sovereign Financial Group, Inc.

Stamford, CT
BUY
 -
2.38K
New
$241K - $254K
2.38K $254K
Feb 01, 2023 Q4 2022
Capital Wealth Alliance, LLC

BUY
 -
2.36K
+ 32.28%
$239K - $251K
9.66K $1.03M
Sep 06, 2024 Q4 2022
Ted Buchan & CO

San Diego, CA
BUY
 -
2.33K
New
$237K - $249K
2.33K $249K
Feb 14, 2023 Q4 2022
Tolleson Wealth Management, Inc.

Dallas, TX
BUY
 -
2.29K
+ 24.29%
$232K - $244K
11.7K $1.25M
Feb 13, 2023 Q4 2022
Meridian Wealth Management, LLC

BUY
 -
2.24K
+ 20.68%
$228K - $239K
13.1K $1.4M
Feb 09, 2023 Q4 2022
Lwmg, LLC

Lake Elmo, MN
BUY
 -
2.22K
New
$226K - $237K
2.22K $237K
Feb 07, 2023 Q4 2022
Accredited Investors Inc.

BUY
 -
2.18K
+ 71.01%
$221K - $233K
5.25K $560K
Feb 14, 2023 Q4 2022
Linscomb & Williams, Inc.

Houston, TX
BUY
 -
2.18K
+ 34.64%
$221K - $233K
8.47K $904K
Mar 01, 2023 Q4 2022
Willow Creek Wealth Management Inc.

Sebastopol, CA
BUY
 -
2.18K
New
$221K - $232K
2.18K $232K
Feb 06, 2023 Q4 2022
Savant Capital, LLC

BUY
 -
2.17K
+ 14.92%
$220K - $232K
16.7K $1.78M

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