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 03, 2023
Q4 2022
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-1.24K- 30.33% |
$126K - $132K
|
2.84K
$303K
|
|
Jan 17, 2023
Q4 2022
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-1.25K- 10.64% |
$127K - $134K
|
10.5K
$1.12M
|
|
Feb 16, 2023
Q4 2022
|
Ascent Group, LLC
|
SELL
|
- |
-1.29K- 13.83% |
$131K - $138K
|
8.03K
$857K
|
|
Jan 20, 2023
Q4 2022
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-1.29K- 7.14% |
$131K - $138K
|
16.8K
$1.79M
|
|
Feb 16, 2023
Q4 2022
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-1.31K- 32.48% |
$133K - $140K
|
2.72K
$291K
|
|
Jan 19, 2023
Q4 2022
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-1.31K- 24.14% |
$133K - $140K
|
4.12K
$440K
|
|
Feb 02, 2023
Q4 2022
|
Bts Asset Management, Inc.
|
SELL
|
- |
-1.32K- 14.74% |
$133K - $140K
|
7.61K
$812K
|
|
Jan 31, 2023
Q4 2022
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-1.34K- 0.77% |
$136K - $143K
|
172K
$18.3M
|
|
Jan 12, 2023
Q4 2022
|
First National Bank Of South Miami
|
SELL
|
- |
-1.38K- 5.35% |
$140K - $147K
|
24.3K
$2.6M
|
|
Feb 09, 2023
Q4 2022
|
Venture Visionary Partners LLC
|
SELL
|
- |
-1.41K- 34.75% |
$144K - $151K
|
2.66K
$283K
|
|
Jan 11, 2023
Q4 2022
|
Macroview Investment Management LLC
|
SELL
|
- |
-1.45K- 84.63% |
$148K - $155K
|
264
$28.2K
|
|
May 28, 2024
Q4 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-1.46K- 7.43% |
$148K - $156K
|
18.2K
$1.94M
|
|
Feb 01, 2023
Q4 2022
|
Kanawha Capital Management LLC
|
SELL
|
- |
-1.47K- 10.58% |
$149K - $157K
|
12.4K
$1.33M
|
|
Jan 30, 2023
Q4 2022
|
Prairie View Partners, LLC
|
SELL
|
- |
-1.52K- 17.89% |
$155K - $163K
|
6.99K
$746K
|
|
Jan 25, 2023
Q4 2022
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-1.53K- 16.91% |
$155K - $163K
|
7.52K
$802K
|
|
Jan 17, 2023
Q4 2022
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-1.54K- 16.22% |
$156K - $164K
|
7.93K
$846K
|
|
Jan 20, 2023
Q4 2022
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-1.58K- 42.48% |
$160K - $168K
|
2.14K
$228K
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
SELL
|
- |
-1.59K- 6.55% |
$161K - $169K
|
22.6K
$2.42M
|
|
Feb 10, 2023
Q4 2022
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-1.6K- 20.88% |
$162K - $170K
|
6.05K
$646K
|
|
Feb 14, 2023
Q4 2022
|
Fft Wealth Management LLC
West Conshohocken, PA |
SELL
|
- |
-1.67K- 45.1% |
$170K - $178K
|
2.03K
$217K
|
|
Feb 14, 2023
Q4 2022
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-1.71K- 6.63% |
$174K - $183K
|
24.1K
$2.57M
|
|
Jan 25, 2023
Q4 2022
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-1.74K- 6.23% |
$176K - $185K
|
26.1K
$2.79M
|
|
Feb 07, 2023
Q4 2022
|
Alley Investment Management Company, LLC
|
SELL
|
- |
-1.75K- 1.82% |
$177K - $186K
|
94.5K
$10.1M
|
|
Feb 14, 2023
Q4 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-1.78K- 5.78% |
$181K - $190K
|
29K
$3.1M
|
|
Jan 27, 2023
Q4 2022
|
Financial Guidance Group, Inc.
|
SELL
|
- |
-1.8K- 2.31% |
$183K - $192K
|
76.4K
$8.15M
|
|
Jan 25, 2023
Q4 2022
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-1.83K- 40.03% |
$185K - $195K
|
2.74K
$292K
|
|
Feb 14, 2023
Q4 2022
|
West Coast Financial LLC
|
SELL
|
- |
-1.84K- 27.8% |
$187K - $197K
|
4.79K
$511K
|
|
Feb 09, 2023
Q4 2022
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-1.9K- 6.51% |
$192K - $202K
|
27.2K
$2.9M
|
|
Jan 25, 2023
Q4 2022
|
Duncker Streett & CO Inc
|
SELL
|
- |
-1.92K- 12.45% |
$195K - $205K
|
13.5K
$1.44M
|
|
Feb 14, 2023
Q4 2022
|
Brasada Capital Management, LP
Houston, TX |
SELL
|
- |
-1.93K- 27.46% |
$196K - $206K
|
5.1K
$544K
|
|
Feb 03, 2023
Q4 2022
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-1.99K- 3.03% |
$202K - $212K
|
63.7K
$6.8M
|
|
Jan 11, 2023
Q4 2022
|
Telemus Capital, LLC
|
SELL
|
- |
-2.01K- 24.77% |
$204K - $215K
|
6.12K
$653K
|
|
Feb 02, 2023
Q4 2022
|
Welch & Forbes LLC
|
SELL
|
- |
-2.02K- 39.82% |
$205K - $216K
|
3.06K
$326K
|
|
Jan 31, 2023
Q4 2022
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-2.07K- 6.27% |
$210K - $221K
|
30.9K
$3.3M
|
|
Feb 09, 2023
Q4 2022
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-2.08K- 24.26% |
$211K - $222K
|
6.48K
$692K
|
|
Jan 26, 2023
Q4 2022
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-2.11K- 78.12% |
$214K - $225K
|
590
$63K
|
|
Jan 17, 2023
Q4 2022
|
Innova Wealth Partners
|
SELL
|
- |
-2.13K- 23.5% |
$216K - $227K
|
6.92K
$739K
|
|
Jan 09, 2024
Q4 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-2.14KClosed |
$217K - $229K
|
0
$0
|
|
Feb 01, 2023
Q4 2022
|
Hallmark Capital Management Inc
|
SELL
|
- |
-2.15K- 73.17% |
$218K - $229K
|
788
$84.1K
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-2.15K- 28.33% |
$218K - $229K
|
5.44K
$581K
|
|
Jan 18, 2023
Q4 2022
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-2.28K- 14.89% |
$231K - $243K
|
13K
$1.39M
|
|
Feb 08, 2023
Q4 2022
|
Ntv Asset Management LLC
|
SELL
|
- |
-2.3K- 17.97% |
$233K - $245K
|
10.5K
$1.12M
|
|
Feb 09, 2023
Q4 2022
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-2.32K- 10.02% |
$235K - $247K
|
20.8K
$2.22M
|
|
Feb 02, 2023
Q4 2022
|
Q3 Asset Management
|
SELL
|
- |
-2.33K- 8.92% |
$237K - $249K
|
23.8K
$2.54M
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.35K- 4.25% |
$239K - $251K
|
53K
$5.65M
|
|
Feb 14, 2023
Q4 2022
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-2.38K- 10.7% |
$242K - $254K
|
19.9K
$2.12M
|
|
Jan 26, 2023
Q4 2022
|
Accel Wealth Management
|
SELL
|
- |
-2.38K- 68.83% |
$242K - $254K
|
1.08K
$115K
|
|
Jan 23, 2023
Q4 2022
|
Focus Wealth Advisors, LLC
|
SELL
|
- |
-2.46K- 16.7% |
$250K - $262K
|
12.3K
$1.31M
|
|
Feb 15, 2023
Q4 2022
|
Vicus Capital
State College, PA |
SELL
|
- |
-2.47K- 2.16% |
$251K - $263K
|
112K
$11.9M
|
|
Jan 30, 2023
Q4 2022
|
James Investment Research Inc
|
SELL
|
- |
-2.48K- 7.23% |
$251K - $264K
|
31.8K
$3.39M
|