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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2023
Q4 2022
|
Pinnacle Associates LTD
|
SELL
|
- |
-490- 4.3% |
$49.7K - $52.3K
|
10.9K
$1.16M
|
|
|
Jan 26, 2023
Q4 2022
|
Granite Bay Wealth Management, LLC
|
SELL
|
- |
-500- 19.23% |
$50.8K - $53.4K
|
2.1K
$224K
|
|
|
Jan 17, 2023
Q4 2022
|
Roffman Miller Associates Inc
Philadelphia, PA |
SELL
|
- |
-508- 5.3% |
$51.6K - $54.2K
|
9.08K
$969K
|
|
|
Feb 01, 2023
Q4 2022
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-530- 3.04% |
$53.8K - $56.6K
|
16.9K
$1.8M
|
|
|
Feb 10, 2023
Q4 2022
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-538- 3.56% |
$54.6K - $57.4K
|
14.6K
$1.55M
|
|
|
Feb 06, 2023
Q4 2022
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-541- 4.53% |
$54.9K - $57.7K
|
11.4K
$1.22M
|
|
|
Jan 31, 2023
Q4 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-544- 53.33% |
$55.2K - $58.1K
|
476
$50.8K
|
|
|
Jan 27, 2023
Q4 2022
|
Pfg Advisors
|
SELL
|
- |
-551- 4.16% |
$55.9K - $58.8K
|
12.7K
$1.35M
|
|
|
Jun 28, 2024
Q4 2022
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-558Closed |
$56.6K - $59.5K
|
0
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Maple Capital Management, Inc.
|
SELL
|
- |
-582- 11.02% |
$59.1K - $62.1K
|
4.7K
$502K
|
|
|
Jan 10, 2023
Q4 2022
|
Rda Financial Network
|
SELL
|
- |
-602- 6.6% |
$61.1K - $64.2K
|
8.51K
$908K
|
|
|
Jan 20, 2023
Q4 2022
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-606- 6.8% |
$61.5K - $64.7K
|
8.31K
$887K
|
|
|
Feb 10, 2023
Q4 2022
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-607- 12.22% |
$61.6K - $64.8K
|
4.36K
$465K
|
|
|
Feb 14, 2023
Q4 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-630- 8.83% |
$64K - $67.2K
|
6.5K
$694K
|
|
|
Jan 05, 2023
Q4 2022
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-641- 2.9% |
$65.1K - $68.4K
|
21.5K
$2.29M
|
|
|
Jan 27, 2023
Q4 2022
|
Blue Zone Wealth Advisors, LLC
|
SELL
|
- |
-650- 9.0% |
$66K - $69.4K
|
6.58K
$702K
|
|
|
Oct 29, 2024
Q4 2022
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-650- 38.24% |
$66K - $69.4K
|
1.05K
$112K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-652- 18.58% |
$66.2K - $69.6K
|
2.86K
$305K
|
|
|
Jan 17, 2023
Q4 2022
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-680- 9.39% |
$69K - $72.6K
|
6.56K
$700K
|
|
|
Feb 06, 2023
Q4 2022
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-685- 19.34% |
$69.5K - $73.1K
|
2.86K
$305K
|
|
|
Feb 09, 2023
Q4 2022
|
River Glades Family Offices LLC
Naples, FL |
SELL
|
- |
-695- 20.32% |
$70.5K - $74.2K
|
2.73K
$291K
|
|
|
May 17, 2023
Q4 2022
|
Zhang Financial LLC
|
SELL
|
- |
-698- 2.14% |
$70.9K - $74.5K
|
32K
$3.41M
|
|
|
Jan 20, 2023
Q4 2022
|
Stone Point Wealth LLC
|
SELL
|
- |
-719- 9.48% |
$73K - $76.7K
|
6.87K
$733K
|
|
|
Feb 07, 2023
Q4 2022
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-735- 4.18% |
$74.6K - $78.4K
|
16.8K
$1.8M
|
|
|
Jan 19, 2023
Q4 2022
|
Investment Advisory Group, LLC
|
SELL
|
- |
-740- 22.27% |
$75.1K - $79K
|
2.58K
$276K
|
|
|
Feb 10, 2023
Q4 2022
|
Beacon Harbor Wealth Advisors, Inc.
|
SELL
|
- |
-778- 22.92% |
$79K - $83K
|
2.62K
$279K
|
|
|
Feb 14, 2023
Q4 2022
|
Apexium Financial, LP
|
SELL
|
- |
-779- 2.01% |
$79.1K - $83.1K
|
37.9K
$4.04M
|
|
|
Jan 10, 2023
Q4 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-780- 72.63% |
$79.2K - $83.2K
|
294
$31.4K
|
|
|
Jan 31, 2023
Q4 2022
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-783- 21.34% |
$79.5K - $83.6K
|
2.89K
$308K
|
|
|
Jan 19, 2023
Q4 2022
|
Melone Private Wealth, LLC
|
SELL
|
- |
-788- 20.46% |
$80K - $84.1K
|
3.06K
$327K
|
|
|
Feb 13, 2023
Q4 2022
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-836- 20.21% |
$84.9K - $89.2K
|
3.3K
$352K
|
|
|
Feb 07, 2023
Q4 2022
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-843- 12.45% |
$85.6K - $90K
|
5.93K
$633K
|
|
|
Sep 11, 2024
Q4 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-846- 17.72% |
$85.9K - $90.3K
|
3.93K
$419K
|
|
|
Jan 25, 2023
Q4 2022
|
Pinnacle Associates LTD
|
SELL
|
- |
-854- 6.98% |
$86.7K - $91.1K
|
11.4K
$1.22M
|
|
|
Feb 03, 2023
Q4 2022
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-857- 4.26% |
$87K - $91.5K
|
19.3K
$2.06M
|
|
|
Jan 24, 2023
Q4 2022
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-860- 17.22% |
$87.3K - $91.8K
|
4.14K
$441K
|
|
|
Feb 14, 2023
Q4 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-883- 77.25% |
$89.6K - $94.2K
|
260
$27.7K
|
|
|
Jan 18, 2023
Q4 2022
|
Aries Wealth Management
|
SELL
|
- |
-900- 15.31% |
$91.4K - $96K
|
4.98K
$531K
|
|
|
Jan 20, 2023
Q4 2022
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-909- 8.82% |
$92.3K - $97K
|
9.4K
$1M
|
|
|
Jan 30, 2023
Q4 2022
|
Advisory Alpha, LLC
|
SELL
|
- |
-974- 7.64% |
$98.9K - $104K
|
11.8K
$1.26M
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-975- 5.61% |
$99K - $104K
|
16.4K
$1.75M
|
|
|
Feb 14, 2023
Q4 2022
|
Treynor Bancshares, Inc.
|
SELL
|
- |
-993- 10.61% |
$101K - $106K
|
8.37K
$893K
|
|
|
Feb 09, 2023
Q4 2022
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-1.01K- 2.52% |
$102K - $107K
|
38.9K
$4.15M
|
|
|
Feb 13, 2023
Q4 2022
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-1.06K- 75.84% |
$108K - $114K
|
339
$36.2K
|
|
|
Feb 06, 2023
Q4 2022
|
New Square Capital LLC
|
SELL
|
- |
-1.07K- 1.99% |
$108K - $114K
|
52.4K
$5.59M
|
|
|
Feb 07, 2023
Q4 2022
|
Tnf LLC
|
SELL
|
- |
-1.1K- 2.22% |
$112K - $117K
|
48.5K
$5.17M
|
|
|
Feb 10, 2023
Q4 2022
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-1.1K- 30.31% |
$112K - $117K
|
2.53K
$270K
|
|
|
Jan 13, 2023
Q4 2022
|
Baldrige Asset Management LLC
|
SELL
|
- |
-1.13K- 90.76% |
$115K - $120K
|
115
$12.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Silicon Valley Capital Partners
|
SELL
|
- |
-1.17K- 47.81% |
$119K - $125K
|
1.28K
$136K
|
|
|
Jan 19, 2023
Q4 2022
|
Asset Dedication, LLC
|
SELL
|
- |
-1.18K- 99.92% |
$120K - $126K
|
1
$107
|