Purchases and Sales Made in Q3 2022 in Ishares National Muni Bond ETF (MUB)
This table provides information about the institutional ownership of Ishares National Muni Bond ETF (MUB) during Q3 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 |
---|---|---|---|---|---|---|---|
Nov 08, 2022
Q3 2022
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
498+ 2.95% |
$51.1K - $54.1K
|
17.4K
$1.85M
|
|
Oct 31, 2022
Q3 2022
|
Graypoint LLC
|
BUY
|
- |
467+ 0.92% |
$47.9K - $50.7K
|
51.4K
$5.48M
|
|
Nov 02, 2022
Q3 2022
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
452+ 18.17% |
$46.4K - $49.1K
|
2.94K
$314K
|
|
Jun 17, 2024
Q3 2022
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
414+ 8.83% |
$42.5K - $45K
|
5.1K
$544K
|
|
Nov 07, 2023
Q3 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
405+ 13.89% |
$41.5K - $44K
|
3.32K
$354K
|
|
Nov 04, 2022
Q3 2022
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
404+ 2.71% |
$41.4K - $43.9K
|
15.3K
$1.63M
|
|
Oct 07, 2022
Q3 2022
|
Hoese & CO LLP
|
BUY
|
- |
400New |
$41K - $43.4K
|
400
$42.7K
|
|
Nov 14, 2022
Q3 2022
|
E Rn Financial, LLC
|
BUY
|
- |
395+ 18.96% |
$40.5K - $42.9K
|
2.48K
$264K
|
|
Oct 28, 2022
Q3 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
387+ 191.58% |
$39.7K - $42K
|
589
$62.9K
|
|
Oct 03, 2022
Q3 2022
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
BUY
|
- |
370+ 1.32% |
$37.9K - $40.2K
|
28.5K
$3.04M
|
|
Nov 14, 2022
Q3 2022
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
353+ 5.92% |
$36.2K - $38.3K
|
6.32K
$674K
|
|
Nov 02, 2022
Q3 2022
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
350+ 3.14% |
$35.9K - $38K
|
11.5K
$1.23M
|
|
Nov 14, 2022
Q3 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
344+ 4.56% |
$35.3K - $37.4K
|
7.89K
$841K
|
|
Nov 14, 2022
Q3 2022
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
342+ 7.58% |
$35.1K - $37.1K
|
4.85K
$518K
|
|
Nov 14, 2022
Q3 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
332New |
$34K - $36.1K
|
332
$35.4K
|
|
Nov 16, 2022
Q3 2022
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
325+ 7.0% |
$33.3K - $35.3K
|
4.97K
$530K
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
322+ 4.43% |
$33K - $35K
|
7.59K
$810K
|
|
Oct 27, 2022
Q3 2022
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
315+ 3.54% |
$32.3K - $34.2K
|
9.22K
$983K
|
|
Nov 08, 2022
Q3 2022
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
308+ 5.25% |
$31.6K - $33.4K
|
6.17K
$659K
|
|
Nov 10, 2022
Q3 2022
|
Townsquare Capital LLC
|
BUY
|
- |
306+ 0.83% |
$31.4K - $33.2K
|
37K
$3.94M
|
|
Nov 02, 2022
Q3 2022
|
Five Oceans Advisors
|
BUY
|
- |
303+ 16.08% |
$31.1K - $32.9K
|
2.19K
$233K
|
|
Oct 24, 2022
Q3 2022
|
Investment Advisory Group, LLC
|
BUY
|
- |
300+ 9.92% |
$30.8K - $32.6K
|
3.32K
$355K
|
|
Oct 25, 2022
Q3 2022
|
Cutler Group LP
|
BUY
|
- |
300New |
$30.8K - $32.6K
|
300
$32K
|
|
Nov 14, 2022
Q3 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
300+ 4.39% |
$30.8K - $32.6K
|
7.13K
$761K
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
300New |
$30.8K - $32.6K
|
300
$32K
|
|
Nov 07, 2022
Q3 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
299+ 8.65% |
$30.7K - $32.5K
|
3.76K
$401K
|
|
Nov 15, 2022
Q3 2022
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
264+ 6.08% |
$27.1K - $28.7K
|
4.61K
$492K
|
|
Nov 07, 2022
Q3 2022
|
Occidental Asset Management, LLC
|
BUY
|
- |
261+ 1.29% |
$26.8K - $28.3K
|
20.5K
$2.19M
|
|
Nov 14, 2022
Q3 2022
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
253+ 4.47% |
$25.9K - $27.5K
|
5.91K
$631K
|
|
Nov 14, 2022
Q3 2022
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
250+ 3.5% |
$25.6K - $27.1K
|
7.39K
$789K
|
|
Nov 02, 2022
Q3 2022
|
Flaharty Asset Management, LLC
|
BUY
|
- |
235+ 4.25% |
$24.1K - $25.5K
|
5.77K
$615K
|
|
Sep 11, 2024
Q3 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
234+ 5.16% |
$24K - $25.4K
|
4.77K
$509K
|
|
Oct 12, 2022
Q3 2022
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
228+ 9.8% |
$23.4K - $24.8K
|
2.55K
$273K
|
|
Oct 21, 2022
Q3 2022
|
Macroview Investment Management LLC
|
BUY
|
- |
227+ 15.22% |
$23.3K - $24.6K
|
1.72K
$183K
|
|
Oct 28, 2022
Q3 2022
|
Key F Inancial Inc
|
BUY
|
- |
221+ 5.58% |
$22.7K - $24K
|
4.18K
$446K
|
|
Oct 21, 2022
Q3 2022
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
215+ 6.36% |
$22K - $23.3K
|
3.59K
$384K
|
|
Dec 05, 2022
Q3 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
208+ 2.61% |
$21.3K - $22.6K
|
8.18K
$872K
|
|
Nov 09, 2022
Q3 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
202New |
$20.7K - $21.9K
|
202
$21.6K
|
|
Oct 26, 2022
Q3 2022
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
200+ 7.07% |
$20.5K - $21.7K
|
3.03K
$323K
|
|
Oct 18, 2022
Q3 2022
|
Olio Financial Planning
|
BUY
|
- |
188+ 0.36% |
$19.3K - $20.4K
|
52.7K
$5.62M
|
|
Nov 14, 2022
Q3 2022
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
182New |
$18.7K - $19.8K
|
182
$19.4K
|
|
Nov 14, 2022
Q3 2022
|
Lokken Investment Group LLC
|
BUY
|
- |
174+ 2.66% |
$17.8K - $18.9K
|
6.71K
$716K
|
|
Nov 03, 2022
Q3 2022
|
Motco
|
BUY
|
- |
173+ 24.03% |
$17.7K - $18.8K
|
893
$95.3K
|
|
Oct 13, 2022
Q3 2022
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
160+ 0.14% |
$16.4K - $17.4K
|
112K
$12M
|
|
Oct 17, 2022
Q3 2022
|
Alta Wealth Advisors LLC
|
BUY
|
- |
143+ 4.91% |
$14.7K - $15.5K
|
3.06K
$326K
|
|
Nov 14, 2022
Q3 2022
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
141+ 0.55% |
$14.5K - $15.3K
|
25.8K
$2.75M
|
|
Oct 17, 2022
Q3 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
131+ 595.45% |
$13.4K - $14.2K
|
153
$16.3K
|
|
Oct 24, 2022
Q3 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
107+ 3.1% |
$11K - $11.6K
|
3.56K
$379K
|
|
Nov 10, 2022
Q3 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
101+ 21.58% |
$10.4K - $11K
|
569
$60.7K
|
|
Nov 14, 2022
Q3 2022
|
Powell Investment Advisors, LLC
|
BUY
|
- |
101+ 0.53% |
$10.4K - $11K
|
19.1K
$2.03M
|