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 09, 2023
Q4 2022
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-8.49K- 52.54% |
$861K - $906K
|
7.66K
$818K
|
|
|
Jan 25, 2023
Q4 2022
|
Safir Wealth Advisors, LLC
|
SELL
|
- |
-8.6K- 45.5% |
$873K - $918K
|
10.3K
$1.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-8.62K- 8.02% |
$875K - $920K
|
98.8K
$10.5M
|
|
|
Jan 17, 2023
Q4 2022
|
Horan Securities, Inc.
|
SELL
|
- |
-8.7K- 70.11% |
$883K - $928K
|
3.71K
$396K
|
|
|
Jan 27, 2023
Q4 2022
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-8.72K- 40.6% |
$885K - $930K
|
12.8K
$1.36M
|
|
|
Jan 20, 2023
Q4 2022
|
Engrave Wealth Partners LLC
|
SELL
|
- |
-8.72K- 48.18% |
$885K - $931K
|
9.38K
$1M
|
|
|
Jan 25, 2023
Q4 2022
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-8.8K- 21.89% |
$893K - $939K
|
31.4K
$3.35M
|
|
|
Feb 08, 2023
Q4 2022
|
Hudock, Inc.
|
SELL
|
- |
-8.92K- 24.65% |
$906K - $952K
|
27.3K
$2.91M
|
|
|
Feb 13, 2023
Q4 2022
|
Slow Capital, Inc.
|
SELL
|
- |
-9K- 7.48% |
$913K - $960K
|
111K
$11.9M
|
|
|
Feb 02, 2023
Q4 2022
|
Mission Wealth Management, LP
|
SELL
|
- |
-9K- 26.0% |
$913K - $960K
|
25.6K
$2.73M
|
|
|
Aug 07, 2024
Q4 2022
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-9.04K- 44.14% |
$917K - $965K
|
11.4K
$1.22M
|
|
|
Feb 14, 2023
Q4 2022
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-9.04K- 29.77% |
$918K - $965K
|
21.3K
$2.28M
|
|
|
Feb 08, 2023
Q4 2022
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-9.15K- 64.58% |
$929K - $976K
|
5.02K
$535K
|
|
|
Feb 03, 2023
Q4 2022
|
Grove Bank & Trust
|
SELL
|
- |
-9.2K- 13.07% |
$934K - $982K
|
61.2K
$6.53M
|
|
|
Feb 07, 2023
Q4 2022
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-9.24K- 71.01% |
$938K - $987K
|
3.77K
$403K
|
|
|
Feb 28, 2024
Q4 2022
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-9.41K- 27.52% |
$955K - $1M
|
24.8K
$2.64M
|
|
|
Feb 03, 2023
Q4 2022
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-9.54K- 41.14% |
$969K - $1.02M
|
13.7K
$1.46M
|
|
|
Jan 31, 2023
Q4 2022
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-9.59K- 25.74% |
$973K - $1.02M
|
27.7K
$2.95M
|
|
|
Jan 18, 2023
Q4 2022
|
Hbc Financial Services, Pllc
|
SELL
|
- |
-9.76K- 7.25% |
$990K - $1.04M
|
125K
$13.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-9.87K- 28.06% |
$1M - $1.05M
|
25.3K
$2.7M
|
|
|
Jan 19, 2023
Q4 2022
|
Hengehold Capital Management LLC
|
SELL
|
- |
-10.1K- 14.18% |
$1.02M - $1.08M
|
61.1K
$6.51M
|
|
|
Jan 26, 2023
Q4 2022
|
Elm Partners Management LLC
|
SELL
|
- |
-10.3K- 7.64% |
$1.05M - $1.1M
|
125K
$13.3M
|
|
|
Jan 31, 2023
Q4 2022
|
Ifg Advisory, LLC
|
SELL
|
- |
-10.4K- 61.74% |
$1.05M - $1.11M
|
6.42K
$685K
|
|
|
Feb 06, 2023
Q4 2022
|
Lutz Financial Services LLC
|
SELL
|
- |
-10.5K- 16.92% |
$1.07M - $1.12M
|
51.6K
$5.5M
|
|
|
Jan 25, 2023
Q4 2022
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-10.6K- 67.31% |
$1.07M - $1.13M
|
5.14K
$549K
|
|
|
Jan 19, 2023
Q4 2022
|
Bms Financial Advisors, LLC
|
SELL
|
- |
-10.6K- 53.52% |
$1.08M - $1.13M
|
9.2K
$982K
|
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-11.2K- 52.6% |
$1.14M - $1.2M
|
10.1K
$1.08M
|
|
|
Jan 17, 2023
Q4 2022
|
Zhang Financial LLC
|
SELL
|
- |
-11.2K- 25.97% |
$1.14M - $1.2M
|
32K
$3.41M
|
|
|
Oct 12, 2023
Q4 2022
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-11.6K- 53.74% |
$1.17M - $1.23M
|
9.95K
$1.06M
|
|
|
Feb 06, 2023
Q4 2022
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-11.6K- 14.18% |
$1.17M - $1.23M
|
70K
$7.47M
|
|
|
Feb 13, 2023
Q4 2022
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-11.6K- 39.54% |
$1.18M - $1.24M
|
17.8K
$1.9M
|
|
|
Feb 15, 2023
Q4 2022
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-11.8K- 16.59% |
$1.2M - $1.26M
|
59.4K
$6.33M
|
|
|
Feb 13, 2023
Q4 2022
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-11.8K- 53.3% |
$1.2M - $1.26M
|
10.4K
$1.11M
|
|
|
Jan 12, 2023
Q4 2022
|
Valley National Advisers Inc
|
SELL
|
- |
-11.9K- 38.45% |
$1.21M - $1.27M
|
19.1K
$2.03M
|
|
|
Jan 30, 2023
Q4 2022
|
Gen Trust, LLC
|
SELL
|
- |
-12K- 10.84% |
$1.22M - $1.28M
|
98.5K
$10.5M
|
|
|
Feb 07, 2023
Q4 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-12K- 4.29% |
$1.22M - $1.28M
|
268K
$28.6M
|
|
|
Feb 08, 2023
Q4 2022
|
Sonata Capital Group Inc
|
SELL
|
- |
-12.1K- 54.17% |
$1.23M - $1.29M
|
10.3K
$1.09M
|
|
|
Feb 13, 2023
Q4 2022
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-12.6K- 16.99% |
$1.28M - $1.34M
|
61.6K
$6.57M
|
|
|
Feb 13, 2023
Q4 2022
|
Wavelength Capital Management, LLC
|
SELL
|
- |
-12.9K- 12.63% |
$1.31M - $1.38M
|
89.2K
$9.52M
|
|
|
Jan 20, 2023
Q4 2022
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-13K- 35.89% |
$1.32M - $1.39M
|
23.2K
$2.48M
|
|
|
Feb 14, 2023
Q4 2022
|
Dravo Bay LLC
Wilmington, DE |
SELL
|
- |
-13.2K- 26.32% |
$1.34M - $1.41M
|
37.1K
$3.96M
|
|
|
Feb 14, 2023
Q4 2022
|
Columbia Trust CO 01012016
|
SELL
|
- |
-13.5K- 51.57% |
$1.37M - $1.44M
|
12.7K
$1.36M
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
SELL
|
- |
-13.6K- 5.01% |
$1.38M - $1.45M
|
258K
$27.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-13.9K- 99.49% |
$1.42M - $1.49M
|
72
$7.68K
|
|
|
Feb 15, 2023
Q4 2022
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-14.2K- 74.7% |
$1.44M - $1.51M
|
4.8K
$512K
|
|
|
Feb 14, 2023
Q4 2022
|
All Gen Financial Advisors, Inc.
Orlando, FL |
SELL
|
- |
-14.3KClosed |
$1.46M - $1.53M
|
0
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-14.7K- 43.16% |
$1.5M - $1.57M
|
19.4K
$2.07M
|
|
|
Feb 02, 2023
Q4 2022
|
Rmr Wealth Builders
|
SELL
|
- |
-15.2K- 13.84% |
$1.54M - $1.62M
|
94.5K
$10.1M
|
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-15.3K- 4.89% |
$1.55M - $1.63M
|
298K
$31.8M
|
|
|
Feb 08, 2023
Q4 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-15.8K- 49.5% |
$1.6M - $1.69M
|
16.1K
$1.72M
|