Purchases and Sales Made in Q4 2022 in Ishares National Muni Bond ETF (MUB)
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 14, 2023
Q4 2022
|
Fwl Investment Management, LLC
|
BUY
|
- |
92New |
$9.34K - $9.82K
|
92
$9.82K
|
|
|
Feb 10, 2023
Q4 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
88+ 2200.0% |
$8.93K - $9.39K
|
92
$9.82K
|
|
|
Jan 20, 2023
Q4 2022
|
Diligent Investors, LLC
|
BUY
|
- |
85+ 1.1% |
$8.63K - $9.07K
|
7.78K
$831K
|
|
|
Feb 06, 2023
Q4 2022
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
83+ 0.63% |
$8.43K - $8.86K
|
13.2K
$1.41M
|
|
|
Feb 13, 2023
Q4 2022
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
75+ 2.46% |
$7.61K - $8K
|
3.13K
$334K
|
|
|
Feb 08, 2023
Q4 2022
|
Gryphon Financial Partners LLC
|
BUY
|
- |
73+ 0.8% |
$7.41K - $7.79K
|
9.24K
$986K
|
|
|
Feb 10, 2023
Q4 2022
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
65+ 0.85% |
$6.6K - $6.94K
|
7.71K
$823K
|
|
|
Feb 15, 2023
Q4 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
62+ 6.53% |
$6.29K - $6.62K
|
1.01K
$108K
|
|
|
Jan 19, 2024
Q4 2022
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
62+ 1.55% |
$6.29K - $6.62K
|
4.07K
$434K
|
|
|
Jan 26, 2023
Q4 2022
|
Rice Partnership, LLC
|
BUY
|
- |
59+ 3.47% |
$5.99K - $6.3K
|
1.76K
$188K
|
|
|
Mar 12, 2024
Q4 2022
|
Executive Wealth Group LLC
Kirkland, WA |
BUY
|
- |
59+ 0.69% |
$5.99K - $6.3K
|
8.59K
$916K
|
|
|
Feb 02, 2023
Q4 2022
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
50New |
$5.08K - $5.34K
|
50
$5.34K
|
|
|
Feb 13, 2023
Q4 2022
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
49+ 0.79% |
$4.97K - $5.23K
|
6.22K
$664K
|
|
|
Jan 26, 2023
Q4 2022
|
American Financial Advisors, LLC
|
BUY
|
- |
47+ 0.48% |
$4.77K - $5.02K
|
9.83K
$1.05M
|
|
|
Jan 12, 2023
Q4 2022
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
43+ 0.68% |
$4.36K - $4.59K
|
6.34K
$676K
|
|
|
Jan 18, 2023
Q4 2022
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
42+ 0.68% |
$4.26K - $4.48K
|
6.21K
$662K
|
|
|
Feb 14, 2023
Q4 2022
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
40+ 0.54% |
$4.06K - $4.27K
|
7.41K
$791K
|
|
|
Jan 11, 2023
Q4 2022
|
Verity Wealth Advisors
|
BUY
|
- |
36+ 0.79% |
$3.65K - $3.84K
|
4.58K
$488K
|
|
|
Feb 14, 2023
Q4 2022
|
Aua Capital Management, LLC
Camp Hill, PA |
BUY
|
- |
36+ 0.05% |
$3.65K - $3.84K
|
67.7K
$7.23M
|
|
|
Jan 30, 2023
Q4 2022
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
30+ 0.37% |
$3.05K - $3.2K
|
8.07K
$861K
|
|
|
Jan 25, 2023
Q4 2022
|
Wall Capital Group, Inc.
|
BUY
|
- |
28+ 0.56% |
$2.84K - $2.99K
|
5.04K
$538K
|
|
|
Jan 23, 2023
Q4 2022
|
Autus Asset Management, LLC
|
BUY
|
- |
26+ 0.3% |
$2.64K - $2.77K
|
8.65K
$923K
|
|
|
Feb 23, 2023
Q4 2022
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
26+ 0.95% |
$2.64K - $2.77K
|
2.78K
$296K
|
|
|
Feb 10, 2023
Q4 2022
|
Motco
|
BUY
|
- |
25+ 2.8% |
$2.54K - $2.67K
|
918
$98K
|
|
|
Dec 18, 2023
Q4 2022
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
25New |
$2.54K - $2.67K
|
25
$2.67K
|
|
|
Jan 25, 2023
Q4 2022
|
Evanson Asset Management, LLC
|
BUY
|
- |
22+ 0.26% |
$2.23K - $2.35K
|
8.37K
$893K
|
|
|
Feb 03, 2023
Q4 2022
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
19+ 0.4% |
$1.93K - $2.03K
|
4.78K
$510K
|
|
|
Feb 06, 2023
Q4 2022
|
Rkl Wealth Management LLC
|
BUY
|
- |
16+ 0.41% |
$1.62K - $1.71K
|
3.91K
$418K
|
|
|
May 15, 2024
Q4 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
15New |
$1.52K - $1.6K
|
15
$1.6K
|
|
|
Feb 08, 2023
Q4 2022
|
Iag Wealth Partners, LLC
|
BUY
|
- |
14+ 0.96% |
$1.42K - $1.49K
|
1.48K
$158K
|
|
|
Feb 13, 2023
Q4 2022
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
13+ 0.33% |
$1.32K - $1.39K
|
4.01K
$428K
|
|
|
Feb 06, 2023
Q4 2022
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
12New |
$1.22K - $1.28K
|
12
$1.28K
|
|
|
Aug 06, 2024
Q4 2022
|
Hantz Financial Services, Inc.
|
BUY
|
- |
12New |
$1.22K - $1.28K
|
12
$1.28K
|
|
|
Feb 07, 2023
Q4 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
11+ 0.2% |
$1.12K - $1.17K
|
5.51K
$587K
|
|
|
Feb 09, 2023
Q4 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
11+ 0.46% |
$1.12K - $1.17K
|
2.42K
$258K
|
|
|
Jan 17, 2023
Q4 2022
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
10+ 0.29% |
$1.02K - $1.07K
|
3.49K
$372K
|
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
BUY
|
- |
7+ 4.38% |
$711 - $747
|
167
$17.8K
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
7+ 0.98% |
$711 - $747
|
724
$77.3K
|
|
|
Jan 17, 2023
Q4 2022
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
6New |
$609 - $640
|
6
$640
|
|
|
Feb 02, 2023
Q4 2022
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
6+ 0.29% |
$609 - $640
|
2.08K
$222K
|
|
|
Feb 07, 2023
Q4 2022
|
Gamble Jones Investment Counsel
|
BUY
|
- |
6+ 0.2% |
$609 - $640
|
3K
$320K
|
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
5+ 0.33% |
$508 - $534
|
1.54K
$164K
|
|
|
Jan 20, 2023
Q4 2022
|
First Command Advisory Services, Inc.
|
BUY
|
- |
4New |
$406 - $427
|
4
$427
|
|
|
Jan 31, 2023
Q4 2022
|
Clean Yield Group
|
BUY
|
- |
4+ 0.78% |
$406 - $427
|
520
$55.5K
|
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
4+ 0.6% |
$406 - $427
|
666
$71.1K
|
|
|
Feb 13, 2023
Q4 2022
|
Gould Capital, LLC
|
BUY
|
- |
4+ 0.98% |
$406 - $427
|
411
$43.9K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
4New |
$406 - $427
|
4
$427
|
|
|
May 19, 2023
Q4 2022
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
4New |
$406 - $427
|
4
$427
|
|
|
Feb 15, 2023
Q4 2022
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
3New |
$305 - $320
|
3
$320
|
|
|
Jan 19, 2023
Q4 2022
|
Psi Advisors, LLC
|
BUY
|
- |
2+ 0.84% |
$203 - $213
|
240
$25.6K
|