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
Jan 26, 2023 Q4 2022	Pds Planning, Inc	BUY	-	41.3K + 59.1%	$4.2M - $4.41M	111K $11.9M
Feb 08, 2023 Q4 2022	Cambridge Investment Research Advisors, Inc.	BUY	-	41K + 22.41%	$4.16M - $4.38M	224K $23.9M
Jan 27, 2023 Q4 2022	Leonard Rickey Investment Advisors P.L.L.C.	BUY	-	39.5K + 68.18%	$4.01M - $4.22M	97.5K $10.4M
Feb 02, 2023 Q4 2022	Investment Management Associates Inc	BUY	-	39.4K + 300.14%	$4M - $4.2M	52.5K $5.6M
Feb 13, 2023 Q4 2022	Wealthspire Advisors, LLC New York, NY	BUY	-	38.9K + 8.01%	$3.95M - $4.15M	525K $56M
Feb 01, 2023 Q4 2022	Oakwell Private Wealth Management, LLC	BUY	-	38.8K + 49.65%	$3.94M - $4.14M	117K $12.5M
Feb 13, 2023 Q4 2022	Choreo, LLC Minneapolis, MN	BUY	-	38.5K + 22.09%	$3.91M - $4.11M	213K $22.7M
Jan 09, 2023 Q4 2022	Garrett Investment Advisors LLC	BUY	-	38.4K + 169.7%	$3.9M - $4.1M	61K $6.51M
Jan 17, 2023 Q4 2022	Connecticut Wealth Management, LLC	BUY	-	38.4K + 114.53%	$3.9M - $4.1M	71.9K $7.67M
Feb 07, 2023 Q4 2022	Arcadia Wealth Management, LLC Manchester, NH	BUY	-	38.1K New	$3.87M - $4.07M	38.1K $4.06M
Feb 13, 2023 Q4 2022	Bokf, Na Tulsa, OK	BUY	-	37.8K + 1629.9%	$3.84M - $4.03M	40.1K $4.28M
Jan 12, 2023 Q4 2022	Riverwater Partners LLC	BUY	-	37.3K New	$3.78M - $3.98M	37.3K $3.98M
Feb 10, 2023 Q4 2022	Pnc Financial Services Group, Inc. Pittsburgh, PA	BUY	-	37.2K + 0.64%	$3.78M - $3.97M	5.88M $628M
Feb 13, 2023 Q4 2022	Heritage Wealth Management, LLC Phoenix, AZ	BUY	-	36.7K + 144.12%	$3.73M - $3.92M	62.2K $6.64M
Jan 19, 2023 Q4 2022	Harbor Group, Inc.	BUY	-	36.6K New	$3.71M - $3.9M	36.6K $3.9M
Mar 06, 2023 Q4 2022	Rockefeller Capital Management L.P. New York, NY	BUY	-	36.4K + 31.96%	$3.7M - $3.89M	150K $16M
Feb 14, 2023 Q4 2022	Ameriprise Financial Inc Minneapolis, MN	BUY	-	36.2K + 3.6%	$3.68M - $3.87M	1.04M $111M
Jan 24, 2023 Q4 2022	First Citizens Bank & Trust CO	BUY	-	36.1K + 9.89%	$3.67M - $3.85M	401K $42.8M
Feb 07, 2023 Q4 2022	Sanford Advisory Services, LLC	BUY	-	36K + 391.37%	$3.65M - $3.84M	45.2K $4.82M
Feb 08, 2023 Q4 2022	Okabena Investment Services Inc Minneapolis, MN	BUY	-	35.6K New	$3.61M - $3.8M	35.6K $3.8M
Jan 27, 2023 Q4 2022	Clearwater Capital Advisors, LLC	BUY	-	35.3K + 50.43%	$3.58M - $3.76M	105K $11.2M
Feb 08, 2023 Q4 2022	Prime Capital Investment Advisors, LLC Overland Park, KS	BUY	-	34.9K + 1434.87%	$3.54M - $3.72M	37.3K $3.98M
Feb 06, 2023 Q4 2022	Brandywine Oak Private Wealth LLC	BUY	-	34.2K + 113.96%	$3.47M - $3.65M	64.2K $6.85M
Feb 14, 2023 Q4 2022	Grey Fox Wealth Advisors, LLC Rockland, DE	BUY	-	33.8K New	$3.43M - $3.61M	33.8K $3.61M
Jan 31, 2023 Q4 2022	Canal Capital Management, LLC	BUY	-	33.5K New	$3.4M - $3.57M	33.5K $3.57M
Feb 10, 2023 Q4 2022	Blackhawk Capital Partners Llc. Thiensville, WI	BUY	-	33.3K New	$3.38M - $3.55M	33.3K $3.55M
Feb 13, 2023 Q4 2022	Crabel Capital Management, LLC Milwaukee, WI	BUY	-	33.2K New	$3.37M - $3.55M	33.2K $3.55M
Jan 26, 2023 Q4 2022	Financial Council Asset Management Inc	BUY	-	33.1K New	$3.36M - $3.54M	33.1K $3.54M
Jan 26, 2023 Q4 2022	Seven Bridge Financial Group, LLC	BUY	-	32.8K + 1183.66%	$3.33M - $3.5M	35.6K $3.8M
Jan 06, 2023 Q4 2022	Symmetry Partners, LLC	BUY	-	32.3K + 10.22%	$3.28M - $3.45M	348K $37.2M
Feb 14, 2023 Q4 2022	Mill Creek Capital Advisors, LLC Conshohocken, PA	BUY	-	32.2K New	$3.27M - $3.44M	32.2K $3.44M
Oct 19, 2023 Q4 2022	Etesian Wealth Advisors, Inc. West Linn, OR	BUY	-	32K New	$3.25M - $3.41M	32K $3.41M
Jan 17, 2023 Q4 2022	Revolve Wealth Partners, LLC	BUY	-	31.9K + 40.32%	$3.24M - $3.4M	111K $11.8M
Feb 09, 2023 Q4 2022	Motley Fool Wealth Management, LLC Alexandria, VA	BUY	-	31.1K New	$3.16M - $3.32M	31.1K $3.32M
Feb 14, 2023 Q4 2022	Bragg Financial Advisors, Inc Charlotte, NC	BUY	-	31K + 98.81%	$3.15M - $3.31M	62.4K $6.66M
Feb 13, 2023 Q4 2022	Deutsche Bank Ag\ Frankfurt Am Main, 2M	BUY	-	30.9K + 26.93%	$3.14M - $3.3M	146K $15.5M
Feb 02, 2023 Q4 2022	Breakwater Capital Group Paramus, NJ	BUY	-	30.8K New	$3.12M - $3.28M	30.8K $3.28M
Feb 08, 2023 Q4 2022	Inter Ocean Capital Group, LLC Nashville, TN	BUY	-	30.7K + 495.06%	$3.12M - $3.28M	37K $3.94M
Feb 13, 2023 Q4 2022	Clifford Group, LLC Wayland, MA	BUY	-	30.7K New	$3.11M - $3.27M	30.7K $3.27M
Feb 13, 2023 Q4 2022	Townsquare Capital LLC	BUY	-	30K + 81.11%	$3.04M - $3.2M	66.9K $7.14M
Feb 10, 2023 Q4 2022	Watershed Private Wealth LLC Oak Brook, IL	BUY	-	29.8K New	$3.03M - $3.18M	29.8K $3.18M
Jan 19, 2023 Q4 2022	Stephens Consulting, LLC Flint, MI	BUY	-	29.6K + 430.09%	$3.01M - $3.16M	36.5K $3.9M
Jan 17, 2023 Q4 2022	Global Wealth Strategies & Associates Denver, CO	BUY	-	29.5K New	$2.99M - $3.14M	29.5K $3.14M
Feb 13, 2023 Q4 2022	Tobias Financial Advisors, Inc. Plantation, FL	BUY	-	29.4K + 839.97%	$2.99M - $3.14M	32.9K $3.52M
Jan 23, 2023 Q4 2022	Resonant Capital Advisors, LLC	BUY	-	29.4K + 62.55%	$2.98M - $3.14M	76.4K $8.15M
Jan 24, 2023 Q4 2022	International Assets Investment Management, LLC Orlando, FL	BUY	-	29.3K New	$2.98M - $3.13M	29.3K $3.13M
Feb 02, 2023 Q4 2022	First National Trust CO	BUY	-	29.1K + 124.25%	$2.95M - $3.1M	52.5K $5.6M
Jan 12, 2023 Q4 2022	Baystate Wealth Management LLC	BUY	-	29K + 62.52%	$2.95M - $3.1M	75.5K $8.06M
Feb 14, 2023 Q4 2022	Cetera Advisors LLC Denver, CO	BUY	-	28.9K + 20.6%	$2.93M - $3.08M	169K $18M
Feb 06, 2023 Q4 2022	Sterling Financial Planning, Inc.	BUY	-	28.8K New	$2.92M - $3.07M	28.8K $3.07M

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Account

Purchases and Sales Made in Q4 2022 in Ishares National Muni Bond ETF (MUB)

41.3K

41K

39.5K

39.4K

38.9K

38.8K

38.5K

38.4K

38.4K

38.1K

37.8K

37.3K

37.2K

36.7K

36.6K

36.4K

36.2K

36.1K

36K

35.6K

35.3K

34.9K

34.2K

33.8K

33.5K

33.3K

33.2K

33.1K

32.8K

32.3K

32.2K

32K

31.9K

31.1K

31K

30.9K

30.8K

30.7K

30.7K

30K

29.8K

29.6K

29.5K

29.4K

29.4K

29.3K

29.1K

29K

28.9K

28.8K

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