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 06, 2023
Q4 2022
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-2.48K- 73.46% |
$251K - $264K
|
894
$95.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-2.51K- 1.79% |
$255K - $268K
|
137K
$14.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.64K- 1.89% |
$268K - $281K
|
137K
$14.6M
|
|
|
Nov 06, 2024
Q4 2022
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-2.64K- 36.06% |
$268K - $282K
|
4.69K
$499K
|
|
|
Feb 13, 2023
Q4 2022
|
Tfc Financial Management
|
SELL
|
- |
-2.7K- 27.52% |
$274K - $288K
|
7.12K
$758K
|
|
|
Jan 17, 2023
Q4 2022
|
Erickson Financial Group, LLC
Allentown, PA |
SELL
|
- |
-2.75K- 33.7% |
$279K - $294K
|
5.41K
$577K
|
|
|
Jan 17, 2023
Q4 2022
|
Paragon Capital Management LTD
|
SELL
|
- |
-2.75K- 25.28% |
$279K - $294K
|
8.14K
$867K
|
|
|
Feb 07, 2023
Q4 2022
|
Journey Advisory Group, LLC
|
SELL
|
- |
-2.77K- 52.11% |
$281K - $295K
|
2.54K
$271K
|
|
|
Feb 01, 2023
Q4 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-2.83K- 41.97% |
$287K - $302K
|
3.92K
$417K
|
|
|
Jan 18, 2023
Q4 2022
|
Stokes Capital Advisors, LLC
|
SELL
|
- |
-2.87K- 16.63% |
$291K - $306K
|
14.4K
$1.53M
|
|
|
Jan 05, 2023
Q4 2022
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-2.95K- 10.94% |
$300K - $315K
|
24K
$2.56M
|
|
|
Feb 13, 2023
Q4 2022
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-2.96K- 21.96% |
$301K - $316K
|
10.5K
$1.12M
|
|
|
Feb 03, 2023
Q4 2022
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-2.96K- 41.48% |
$301K - $316K
|
4.18K
$445K
|
|
|
Feb 10, 2023
Q4 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-2.99K- 36.62% |
$304K - $320K
|
5.18K
$552K
|
|
|
Jan 24, 2023
Q4 2022
|
Wealthpoint, LLC
|
SELL
|
- |
-3.01K- 52.98% |
$306K - $321K
|
2.67K
$285K
|
|
|
Jan 26, 2023
Q4 2022
|
Girard Partners Ltd.
|
SELL
|
- |
-3.02K- 4.39% |
$306K - $322K
|
65.6K
$6.99M
|
|
|
Jan 17, 2023
Q4 2022
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-3.04K- 37.29% |
$309K - $325K
|
5.12K
$545K
|
|
|
Jan 26, 2023
Q4 2022
|
Regis Management CO LLC
|
SELL
|
- |
-3.05K- 13.53% |
$309K - $325K
|
19.5K
$2.07M
|
|
|
Jan 23, 2023
Q4 2022
|
Occidental Asset Management, LLC
|
SELL
|
- |
-3.07K- 14.95% |
$311K - $327K
|
17.4K
$1.86M
|
|
|
Feb 13, 2023
Q4 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-3.2K- 5.28% |
$324K - $341K
|
57.4K
$6.11M
|
|
|
Apr 24, 2023
Q4 2022
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-3.25K- 50.96% |
$330K - $347K
|
3.13K
$333K
|
|
|
Jan 26, 2023
Q4 2022
|
Mc Broom & Associates, LLC
|
SELL
|
- |
-3.25K- 31.79% |
$330K - $347K
|
6.98K
$744K
|
|
|
Jan 11, 2023
Q4 2022
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-3.26K- 8.32% |
$331K - $348K
|
35.9K
$3.83M
|
|
|
Feb 13, 2023
Q4 2022
|
Providence First Trust CO
|
SELL
|
- |
-3.31K- 42.08% |
$336K - $353K
|
4.55K
$485K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-3.32K- 5.17% |
$337K - $355K
|
61K
$6.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3.33K- 15.3% |
$338K - $355K
|
18.4K
$1.96M
|
|
|
Feb 28, 2023
Q4 2022
|
Orin Green Financial, LLC
|
SELL
|
- |
-3.33K- 3.6% |
$338K - $355K
|
89.1K
$9.5M
|
|
|
Feb 09, 2023
Q4 2022
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-3.39K- 19.48% |
$344K - $361K
|
14K
$1.49M
|
|
|
Feb 13, 2023
Q4 2022
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-3.4K- 49.2% |
$345K - $363K
|
3.51K
$374K
|
|
|
Feb 09, 2023
Q4 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-3.48K- 23.11% |
$353K - $371K
|
11.6K
$1.23M
|
|
|
Feb 02, 2023
Q4 2022
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-3.57K- 9.77% |
$362K - $381K
|
33K
$3.51M
|
|
|
Jan 17, 2023
Q4 2022
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-3.63K- 42.57% |
$368K - $387K
|
4.89K
$521K
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
SELL
|
- |
-3.67K- 91.8% |
$373K - $392K
|
328
$34.9K
|
|
|
Feb 13, 2023
Q4 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-3.7K- 5.49% |
$375K - $395K
|
63.7K
$6.78M
|
|
|
Jan 12, 2023
Q4 2022
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-3.78K- 27.3% |
$383K - $403K
|
10.1K
$1.07M
|
|
|
Jan 13, 2023
Q4 2022
|
Merit Financial Group, LLC
|
SELL
|
- |
-3.86K- 14.35% |
$391K - $411K
|
23K
$2.45M
|
|
|
Feb 02, 2023
Q4 2022
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-3.86K- 10.63% |
$392K - $412K
|
32.4K
$3.45M
|
|
|
Feb 14, 2023
Q4 2022
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-3.91K- 8.26% |
$397K - $417K
|
43.4K
$4.62M
|
|
|
Jan 31, 2023
Q4 2022
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-4K- 34.19% |
$406K - $427K
|
7.7K
$820K
|
|
|
Feb 10, 2023
Q4 2022
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-4.07K- 40.35% |
$414K - $435K
|
6.02K
$642K
|
|
|
Jan 18, 2023
Q4 2022
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-4.08K- 19.41% |
$414K - $436K
|
17K
$1.81M
|
|
|
Feb 10, 2023
Q4 2022
|
Patten Group, Inc.
|
SELL
|
- |
-4.15K- 37.44% |
$422K - $443K
|
6.94K
$739K
|
|
|
Feb 14, 2023
Q4 2022
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-4.21K- 62.71% |
$427K - $449K
|
2.5K
$266K
|
|
|
Feb 09, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-4.31K- 66.34% |
$437K - $460K
|
2.19K
$233K
|
|
|
Jan 27, 2023
Q4 2022
|
Btc Capital Management, Inc.
|
SELL
|
- |
-4.36K- 7.09% |
$442K - $465K
|
57.1K
$6.08M
|
|
|
Feb 13, 2023
Q4 2022
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-4.41K- 4.49% |
$447K - $470K
|
93.7K
$9.99M
|
|
|
Feb 03, 2023
Q4 2022
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-4.49K- 12.32% |
$456K - $479K
|
31.9K
$3.4M
|
|
|
Jan 03, 2023
Q4 2022
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
SELL
|
- |
-4.71K- 16.54% |
$478K - $503K
|
23.8K
$2.53M
|
|
|
Feb 06, 2023
Q4 2022
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-4.74K- 13.61% |
$481K - $506K
|
30.1K
$3.21M
|
|
|
Feb 14, 2023
Q4 2022
|
Cypress Capital Group
|
SELL
|
- |
-4.75K- 6.79% |
$482K - $507K
|
65.2K
$6.95M
|