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
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
2+ 8.7% |
$203 - $213
|
25
$2.67K
|
|
Feb 21, 2023
Q4 2022
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
2New |
$203 - $213
|
2
$213
|
|
Feb 06, 2023
Q4 2022
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
1+ 1.03% |
$102 - $107
|
98
$10.5K
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
SELL
|
- |
-1- 0.03% |
$102 - $107
|
3.33K
$356K
|
|
Feb 08, 2023
Q4 2022
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-1- 0.11% |
$102 - $107
|
900
$96K
|
|
Feb 09, 2023
Q4 2022
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-1- 0.05% |
$102 - $107
|
1.98K
$211K
|
|
Feb 14, 2023
Q4 2022
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-5- 0.39% |
$508 - $534
|
1.29K
$137K
|
|
Feb 13, 2023
Q4 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-13- 0.63% |
$1.32K - $1.39K
|
2.05K
$219K
|
|
Feb 06, 2023
Q4 2022
|
Bogart Wealth, LLC
|
SELL
|
- |
-14- 60.87% |
$1.42K - $1.49K
|
9
$960
|
|
Feb 14, 2023
Q4 2022
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-17- 0.26% |
$1.73K - $1.81K
|
6.62K
$706K
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
SELL
|
- |
-18- 3.39% |
$1.83K - $1.92K
|
513
$54.7K
|
|
Feb 13, 2023
Q4 2022
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-18- 0.89% |
$1.83K - $1.92K
|
2K
$213K
|
|
Jan 19, 2023
Q4 2022
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-20- 0.29% |
$2.03K - $2.13K
|
6.91K
$737K
|
|
Jan 20, 2023
Q4 2022
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-25- 0.29% |
$2.54K - $2.67K
|
8.7K
$928K
|
|
Feb 15, 2023
Q4 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-25- 0.91% |
$2.54K - $2.67K
|
2.72K
$291K
|
|
Jan 30, 2023
Q4 2022
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-26- 1.27% |
$2.64K - $2.77K
|
2.02K
$215K
|
|
Jan 24, 2023
Q4 2022
|
Toth Financial Advisory Corp
|
SELL
|
- |
-34- 4.22% |
$3.45K - $3.63K
|
771
$82.3K
|
|
Jan 31, 2023
Q4 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-34- 0.43% |
$3.45K - $3.63K
|
7.85K
$838K
|
|
Jan 30, 2023
Q4 2022
|
Vaughan Nelson Investment Management, L.P.
|
SELL
|
- |
-45- 2.04% |
$4.57K - $4.8K
|
2.17K
$231K
|
|
Jan 31, 2023
Q4 2022
|
Advisor Os, LLC
|
SELL
|
- |
-45- 0.41% |
$4.57K - $4.8K
|
10.9K
$1.16M
|
|
Sep 12, 2023
Q4 2022
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-47- 2.94% |
$4.77K - $5.02K
|
1.55K
$166K
|
|
Jan 31, 2023
Q4 2022
|
Dt Investment Partners, LLC
|
SELL
|
- |
-57- 4.42% |
$5.79K - $6.08K
|
1.23K
$131K
|
|
Feb 14, 2023
Q4 2022
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-58- 2.28% |
$5.89K - $6.19K
|
2.49K
$266K
|
|
Feb 14, 2023
Q4 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-61- 0.32% |
$6.19K - $6.51K
|
18.9K
$2.02M
|
|
Jan 30, 2023
Q4 2022
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-64- 0.66% |
$6.5K - $6.83K
|
9.59K
$1.02M
|
|
Feb 07, 2023
Q4 2022
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-68- 32.23% |
$6.9K - $7.26K
|
143
$15.3K
|
|
Jan 27, 2023
Q4 2022
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-73- 2.93% |
$7.41K - $7.79K
|
2.42K
$258K
|
|
Feb 13, 2023
Q4 2022
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-73- 0.47% |
$7.41K - $7.79K
|
15.5K
$1.65M
|
|
Feb 01, 2023
Q4 2022
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-75- 4.2% |
$7.61K - $8K
|
1.71K
$182K
|
|
Feb 13, 2023
Q4 2022
|
Jacobi Capital Management LLC
|
SELL
|
- |
-81- 0.62% |
$8.22K - $8.64K
|
12.9K
$1.38M
|
|
Jan 24, 2023
Q4 2022
|
Verde Capital Management
|
SELL
|
- |
-86- 4.06% |
$8.73K - $9.18K
|
2.03K
$217K
|
|
Feb 08, 2023
Q4 2022
|
Aspireon Wealth Advisors
|
SELL
|
- |
-98- 0.68% |
$9.95K - $10.5K
|
14.4K
$1.53M
|
|
Feb 13, 2023
Q4 2022
|
Cambria Investment Management, L.P.
|
SELL
|
- |
-99- 0.74% |
$10K - $10.6K
|
13.2K
$1.41M
|
|
Jan 17, 2023
Q4 2022
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-103- 2.87% |
$10.5K - $11K
|
3.49K
$373K
|
|
Jan 19, 2023
Q4 2022
|
Act Wealth Management, LLC
|
SELL
|
- |
-113- 5.05% |
$11.5K - $12.1K
|
2.13K
$227K
|
|
May 16, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-115- 2.61% |
$11.7K - $12.3K
|
4.29K
$457K
|
|
Jan 11, 2023
Q4 2022
|
Pacifica Partners Inc.
|
SELL
|
- |
-120- 6.19% |
$12.2K - $12.8K
|
1.82K
$194K
|
|
Jan 23, 2023
Q4 2022
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-129- 4.04% |
$13.1K - $13.8K
|
3.06K
$327K
|
|
Jan 24, 2023
Q4 2022
|
Cra Financial Services, LLC
|
SELL
|
- |
-135- 4.55% |
$13.7K - $14.4K
|
2.83K
$302K
|
|
Feb 13, 2023
Q4 2022
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-135- 2.3% |
$13.7K - $14.4K
|
5.74K
$612K
|
|
Feb 13, 2023
Q4 2022
|
Dean Investment Associates, LLC
Beavercreek, OH |
SELL
|
- |
-140- 0.7% |
$14.2K - $14.9K
|
19.8K
$2.11M
|
|
Jan 27, 2023
Q4 2022
|
Advisory Resource Group
|
SELL
|
- |
-144- 1.07% |
$14.6K - $15.4K
|
13.4K
$1.43M
|
|
Jun 17, 2024
Q4 2022
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-147- 0.31% |
$14.9K - $15.7K
|
47.5K
$5.06M
|
|
Feb 02, 2023
Q4 2022
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-150- 5.4% |
$15.2K - $16K
|
2.63K
$280K
|
|
Jan 19, 2023
Q4 2022
|
Sweet Financial Partners, LLC
|
SELL
|
- |
-165- 1.4% |
$16.7K - $17.6K
|
11.6K
$1.24M
|
|
Feb 13, 2023
Q4 2022
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-168- 1.35% |
$17.1K - $17.9K
|
12.3K
$1.31M
|
|
Jan 27, 2023
Q4 2022
|
Patron Partners, LLC
|
SELL
|
- |
-169- 1.71% |
$17.2K - $18K
|
9.71K
$1.04M
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-176- 3.85% |
$17.9K - $18.8K
|
4.39K
$469K
|
|
Feb 14, 2023
Q4 2022
|
E Rn Financial, LLC
|
SELL
|
- |
-179- 7.22% |
$18.2K - $19.1K
|
2.3K
$245K
|
|
Feb 10, 2023
Q4 2022
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-182- 0.44% |
$18.5K - $19.4K
|
40.8K
$4.35M
|