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 23, 2023
Q4 2022
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
28.7K+ 244.97% |
$2.92M - $3.07M
|
40.4K
$4.32M
|
|
Jan 25, 2023
Q4 2022
|
Afs Financial Group, LLC
Bethesda, MD |
BUY
|
- |
28.7KNew |
$2.91M - $3.06M
|
28.7K
$3.06M
|
|
Jan 09, 2023
Q4 2022
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
28.6K+ 447.29% |
$2.9M - $3.05M
|
35K
$3.73M
|
|
Feb 14, 2023
Q4 2022
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
28.5K+ 38.92% |
$2.89M - $3.04M
|
102K
$10.8M
|
|
Feb 07, 2023
Q4 2022
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
28KNew |
$2.84M - $2.99M
|
28K
$2.99M
|
|
Feb 09, 2023
Q4 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
28K+ 985.07% |
$2.84M - $2.99M
|
30.8K
$3.29M
|
|
Feb 13, 2023
Q4 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
27.7KNew |
$2.81M - $2.96M
|
27.7K
$2.96M
|
|
Feb 02, 2023
Q4 2022
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
27.7KNew |
$2.81M - $2.95M
|
27.7K
$2.95M
|
|
Jan 31, 2023
Q4 2022
|
Bank Of The West
|
BUY
|
- |
27.3K+ 221.97% |
$2.77M - $2.91M
|
39.6K
$4.23M
|
|
Feb 02, 2023
Q4 2022
|
Abundance Wealth Counselors
|
BUY
|
- |
27.2KNew |
$2.76M - $2.9M
|
27.2K
$2.9M
|
|
Jan 17, 2023
Q4 2022
|
Investment Partners, Ltd.
|
BUY
|
- |
27.2K+ 340.34% |
$2.76M - $2.9M
|
35.2K
$3.75M
|
|
Feb 07, 2023
Q4 2022
|
Financial Life Advisors
|
BUY
|
- |
27KNew |
$2.74M - $2.88M
|
27K
$2.88M
|
|
Feb 10, 2023
Q4 2022
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
26.8KNew |
$2.72M - $2.85M
|
26.8K
$2.85M
|
|
Feb 13, 2023
Q4 2022
|
Brown Advisory Inc
|
BUY
|
- |
26.7K+ 146.04% |
$2.71M - $2.85M
|
45K
$4.81M
|
|
Feb 02, 2023
Q4 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
26.7KNew |
$2.71M - $2.85M
|
26.7K
$2.85M
|
|
Jan 25, 2023
Q4 2022
|
Calamos Advisors LLC
|
BUY
|
- |
26.6KNew |
$2.7M - $2.84M
|
26.6K
$2.84M
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
26.6K+ 13.73% |
$2.7M - $2.84M
|
220K
$23.5M
|
|
Jan 26, 2023
Q4 2022
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
26.5K+ 32.43% |
$2.69M - $2.83M
|
108K
$11.6M
|
|
May 25, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
26.2K+ 431.75% |
$2.66M - $2.79M
|
32.2K
$3.44M
|
|
Feb 13, 2023
Q4 2022
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
25.9KNew |
$2.63M - $2.76M
|
25.9K
$2.76M
|
|
Feb 13, 2023
Q4 2022
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
25.5K+ 7.92% |
$2.59M - $2.72M
|
347K
$37.1M
|
|
Feb 14, 2023
Q4 2022
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
25.4K+ 350.74% |
$2.58M - $2.71M
|
32.6K
$3.48M
|
|
Feb 06, 2023
Q4 2022
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
25.1KNew |
$2.55M - $2.68M
|
25.1K
$2.68M
|
|
Feb 10, 2023
Q4 2022
|
Stone X Group Inc.
|
BUY
|
- |
24.9KNew |
$2.53M - $2.66M
|
24.9K
$2.66M
|
|
Feb 14, 2023
Q4 2022
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
24.7K+ 99.56% |
$2.51M - $2.63M
|
49.5K
$5.28M
|
|
Feb 13, 2023
Q4 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
24.2K+ 92.04% |
$2.46M - $2.58M
|
50.5K
$5.39M
|
|
Feb 03, 2023
Q4 2022
|
Cx Institutional
|
BUY
|
- |
24.1K+ 12.78% |
$2.45M - $2.57M
|
213K
$22.7M
|
|
Feb 09, 2023
Q4 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
23.3K+ 144.38% |
$2.37M - $2.49M
|
39.5K
$4.22M
|
|
Feb 02, 2023
Q4 2022
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
23KNew |
$2.34M - $2.46M
|
23K
$2.46M
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
23K+ 7.7% |
$2.33M - $2.45M
|
321K
$34.3M
|
|
Feb 01, 2023
Q4 2022
|
Blue Chip Partners, Inc.
|
BUY
|
- |
22.9K+ 522.84% |
$2.32M - $2.44M
|
27.3K
$2.91M
|
|
Jan 24, 2023
Q4 2022
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
22.9K+ 729.82% |
$2.32M - $2.44M
|
26K
$2.77M
|
|
Jan 20, 2023
Q4 2022
|
Eclectic Associates Inc
|
BUY
|
- |
22.8KNew |
$2.31M - $2.43M
|
22.8K
$2.43M
|
|
Feb 13, 2023
Q4 2022
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
22.7KNew |
$2.3M - $2.42M
|
22.7K
$2.42M
|
|
Feb 10, 2023
Q4 2022
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
22.4K+ 687.27% |
$2.27M - $2.39M
|
25.7K
$2.74M
|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
22.4K+ 214.6% |
$2.27M - $2.39M
|
32.8K
$3.5M
|
|
Jan 30, 2023
Q4 2022
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
22.3K+ 19.54% |
$2.26M - $2.38M
|
136K
$14.6M
|
|
Jun 01, 2023
Q4 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
22K+ 268.44% |
$2.23M - $2.35M
|
30.2K
$3.22M
|
|
Feb 14, 2023
Q4 2022
|
Westshore Wealth, LLC
|
BUY
|
- |
21.6KNew |
$2.19M - $2.31M
|
21.6K
$2.31M
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
21.6K+ 16.48% |
$2.19M - $2.3M
|
152K
$16.3M
|
|
Aug 16, 2024
Q4 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
21.3K+ 70.42% |
$2.17M - $2.28M
|
51.6K
$5.51M
|
|
Feb 10, 2023
Q4 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
21K+ 2096400.0% |
$2.13M - $2.24M
|
21K
$2.24M
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
20.8KNew |
$2.11M - $2.22M
|
20.8K
$2.22M
|
|
Feb 09, 2023
Q4 2022
|
Greenspring Advisors, LLC
|
BUY
|
- |
20.7K+ 98.7% |
$2.1M - $2.21M
|
41.7K
$4.45M
|
|
Jan 30, 2023
Q4 2022
|
First Interstate Bank
Billings, MT |
BUY
|
- |
20.5K+ 337.75% |
$2.08M - $2.19M
|
26.6K
$2.84M
|
|
Feb 02, 2023
Q4 2022
|
Provence Wealth Management Group
|
BUY
|
- |
20.5KNew |
$2.08M - $2.19M
|
20.5K
$2.19M
|
|
Feb 09, 2023
Q4 2022
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
20.2K+ 48.56% |
$2.06M - $2.16M
|
61.9K
$6.61M
|
|
Feb 08, 2023
Q4 2022
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
20.2K+ 129.24% |
$2.05M - $2.15M
|
35.8K
$3.82M
|
|
Jan 23, 2023
Q4 2022
|
Trinity Wealth Management, LLC
|
BUY
|
- |
20K+ 103.27% |
$2.03M - $2.14M
|
39.4K
$4.2M
|
|
Feb 14, 2023
Q4 2022
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
20KNew |
$2.03M - $2.13M
|
20K
$2.13M
|