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 09, 2023
Q4 2022
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
4.94KNew |
$502K - $528K
|
4.94K
$528K
|
|
Feb 13, 2023
Q4 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
4.91K+ 147.52% |
$499K - $524K
|
8.24K
$879K
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
4.9K+ 58.25% |
$498K - $523K
|
13.3K
$1.42M
|
|
Feb 14, 2023
Q4 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
4.9K+ 6.05% |
$497K - $522K
|
85.8K
$9.16M
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
4.84K+ 312.31% |
$492K - $517K
|
6.4K
$682K
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
4.83K+ 1704.95% |
$490K - $515K
|
5.11K
$545K
|
|
Jul 19, 2023
Q4 2022
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
4.8KNew |
$487K - $512K
|
4.8K
$512K
|
|
Aug 11, 2023
Q4 2022
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
4.72K+ 9.29% |
$479K - $504K
|
55.6K
$5.93M
|
|
Jan 30, 2023
Q4 2022
|
Highview Capital Management LLC
|
BUY
|
- |
4.7KNew |
$477K - $502K
|
4.7K
$502K
|
|
Feb 10, 2023
Q4 2022
|
Good Life Advisors, LLC
|
BUY
|
- |
4.7KNew |
$477K - $501K
|
4.7K
$501K
|
|
Jan 25, 2023
Q4 2022
|
Shufro Rose & CO LLC
|
BUY
|
- |
4.68KNew |
$475K - $499K
|
4.68K
$499K
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
4.59K+ 1.48% |
$466K - $490K
|
316K
$33.7M
|
|
Feb 13, 2023
Q4 2022
|
Diversified, LLC
|
BUY
|
- |
4.5KNew |
$457K - $480K
|
4.5K
$480K
|
|
Feb 01, 2023
Q4 2022
|
Hartford Financial Management Inc.
|
BUY
|
- |
4.5K+ 49.31% |
$456K - $480K
|
13.6K
$1.45M
|
|
Feb 14, 2023
Q4 2022
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
4.49KNew |
$456K - $479K
|
4.49K
$479K
|
|
Oct 03, 2024
Q4 2022
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
4.49KNew |
$455K - $479K
|
4.49K
$479K
|
|
Jan 20, 2023
Q4 2022
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
4.48K+ 7.19% |
$454K - $478K
|
66.7K
$7.12M
|
|
Jan 24, 2023
Q4 2022
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
4.46K+ 90.1% |
$453K - $476K
|
9.41K
$1M
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
BUY
|
- |
4.41K+ 7.55% |
$448K - $471K
|
62.9K
$6.71M
|
|
Feb 10, 2023
Q4 2022
|
Beta Wealth Group, Inc.
|
BUY
|
- |
4.31K+ 38.69% |
$437K - $460K
|
15.4K
$1.65M
|
|
Jan 23, 2023
Q4 2022
|
Center For Asset Management LLC
|
BUY
|
- |
4.29KNew |
$436K - $458K
|
4.29K
$458K
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
4.29KNew |
$436K - $458K
|
4.29K
$458K
|
|
Feb 14, 2023
Q4 2022
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
4.21KNew |
$428K - $450K
|
4.21K
$450K
|
|
Jan 12, 2023
Q4 2022
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
4.2K+ 45.62% |
$427K - $449K
|
13.4K
$1.43M
|
|
Jan 24, 2023
Q4 2022
|
Covenant Asset Management, LLC
|
BUY
|
- |
4.17KNew |
$424K - $445K
|
4.17K
$445K
|
|
Feb 06, 2023
Q4 2022
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
4.15KNew |
$421K - $442K
|
4.15K
$442K
|
|
Feb 03, 2023
Q4 2022
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
4.14KNew |
$420K - $442K
|
4.14K
$442K
|
|
Jan 11, 2023
Q4 2022
|
Acropolis Investment Management, LLC
|
BUY
|
- |
4.1K+ 8.8% |
$416K - $437K
|
50.6K
$5.4M
|
|
Feb 03, 2023
Q4 2022
|
Smith, Salley & Associates
|
BUY
|
- |
4.08KNew |
$414K - $436K
|
4.08K
$435K
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
4.08KNew |
$414K - $435K
|
4.08K
$435K
|
|
Jan 26, 2023
Q4 2022
|
Manning & Napier Group, LLC
|
BUY
|
- |
4.03K+ 0.92% |
$409K - $430K
|
441K
$47M
|
|
Feb 08, 2023
Q4 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
3.95K+ 55.38% |
$401K - $422K
|
11.1K
$1.18M
|
|
Jan 19, 2023
Q4 2022
|
Procyon Advisors, LLC
|
BUY
|
- |
3.81K+ 27.98% |
$386K - $406K
|
17.4K
$1.86M
|
|
Jan 06, 2023
Q4 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
3.77K+ 41.64% |
$382K - $402K
|
12.8K
$1.37M
|
|
Jan 20, 2023
Q4 2022
|
Bowman & CO S.C.
|
BUY
|
- |
3.73KNew |
$378K - $398K
|
3.73K
$397K
|
|
Feb 13, 2023
Q4 2022
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
3.67K+ 0.86% |
$372K - $391K
|
431K
$46M
|
|
Feb 10, 2023
Q4 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
3.66K+ 2360.0% |
$371K - $390K
|
3.81K
$407K
|
|
Feb 14, 2023
Q4 2022
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
3.63KNew |
$369K - $388K
|
3.63K
$387K
|
|
Feb 01, 2023
Q4 2022
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
3.58KNew |
$363K - $382K
|
3.58K
$382K
|
|
Feb 02, 2023
Q4 2022
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
3.58KNew |
$363K - $382K
|
3.58K
$382K
|
|
Jan 25, 2023
Q4 2022
|
Windward Private Wealth Management Inc.
|
BUY
|
- |
3.45K+ 74.79% |
$350K - $368K
|
8.06K
$860K
|
|
Feb 14, 2023
Q4 2022
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
3.43KNew |
$348K - $366K
|
3.43K
$365K
|
|
Jan 24, 2023
Q4 2022
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
3.39K+ 3.93% |
$345K - $362K
|
89.7K
$9.57M
|
|
Feb 07, 2023
Q4 2022
|
My Legacy Advisors, LLC
|
BUY
|
- |
3.38K+ 11.54% |
$343K - $361K
|
32.7K
$3.49M
|
|
Feb 03, 2023
Q4 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
3.37K+ 47.34% |
$342K - $360K
|
10.5K
$1.12M
|
|
Jan 31, 2023
Q4 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
3.36K+ 51.56% |
$341K - $359K
|
9.89K
$1.05M
|
|
Feb 08, 2023
Q4 2022
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
3.34KNew |
$339K - $356K
|
3.34K
$356K
|
|
Jan 30, 2023
Q4 2022
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
3.29KNew |
$334K - $351K
|
3.29K
$351K
|
|
Jan 17, 2023
Q4 2022
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
3.24KNew |
$329K - $346K
|
3.24K
$346K
|
|
Feb 14, 2023
Q4 2022
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
3.23KNew |
$328K - $345K
|
3.23K
$345K
|