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
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
100+ 1.45% |
$10.3K - $10.9K
|
7.01K
$748K
|
|
|
Nov 14, 2022
Q3 2022
|
Maryland Capital Management
Towson, MD |
BUY
|
- |
100+ 1.02% |
$10.3K - $10.9K
|
9.95K
$1.06M
|
|
|
Oct 11, 2022
Q3 2022
|
Goal Vest Advisory LLC
|
BUY
|
- |
96New |
$9.84K - $10.4K
|
96
$10.2K
|
|
|
Nov 09, 2022
Q3 2022
|
Jacobi Capital Management LLC
|
BUY
|
- |
95+ 0.74% |
$9.74K - $10.3K
|
13K
$1.39M
|
|
|
Nov 07, 2022
Q3 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
91+ 2.81% |
$9.33K - $9.88K
|
3.33K
$355K
|
|
|
Oct 18, 2022
Q3 2022
|
Wbh Advisory Inc
|
BUY
|
- |
81+ 0.95% |
$8.31K - $8.8K
|
8.59K
$916K
|
|
|
Oct 24, 2022
Q3 2022
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
80+ 0.93% |
$8.2K - $8.69K
|
8.73K
$931K
|
|
|
Nov 14, 2022
Q3 2022
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
68+ 47.55% |
$6.97K - $7.38K
|
211
$22.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
62+ 0.82% |
$6.36K - $6.73K
|
7.6K
$811K
|
|
|
Nov 03, 2022
Q3 2022
|
Larson Financial Group LLC
|
BUY
|
- |
56+ 53.85% |
$5.74K - $6.08K
|
160
$17.1K
|
|
|
Nov 14, 2022
Q3 2022
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
54+ 2.37% |
$5.54K - $5.86K
|
2.33K
$248K
|
|
|
Oct 14, 2022
Q3 2022
|
Diligent Investors, LLC
|
BUY
|
- |
53+ 0.69% |
$5.44K - $5.76K
|
7.7K
$821K
|
|
|
Oct 12, 2022
Q3 2022
|
Tri Star Advisors Inc.
|
BUY
|
- |
50+ 2.17% |
$5.13K - $5.43K
|
2.36K
$252K
|
|
|
Oct 31, 2022
Q3 2022
|
James Investment Research Inc
|
BUY
|
- |
50+ 0.15% |
$5.13K - $5.43K
|
34.2K
$3.65M
|
|
|
Nov 10, 2022
Q3 2022
|
Cahill Wealth Management, LLC
Portage, MI |
BUY
|
- |
50+ 2.04% |
$5.13K - $5.43K
|
2.5K
$266K
|
|
|
Oct 28, 2022
Q3 2022
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
48+ 0.37% |
$4.92K - $5.21K
|
13.1K
$1.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Ballast Advisors LLC
|
BUY
|
- |
47+ 2.24% |
$4.82K - $5.1K
|
2.15K
$229K
|
|
|
Oct 31, 2022
Q3 2022
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
46+ 0.35% |
$4.72K - $5K
|
13.2K
$1.41M
|
|
|
Oct 17, 2022
Q3 2022
|
American Financial Advisors, LLC
|
BUY
|
- |
38+ 0.39% |
$3.9K - $4.13K
|
9.78K
$1.04M
|
|
|
Oct 24, 2022
Q3 2022
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
37+ 1.04% |
$3.79K - $4.02K
|
3.6K
$384K
|
|
|
Nov 02, 2022
Q3 2022
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
37+ 0.4% |
$3.79K - $4.02K
|
9.35K
$998K
|
|
|
Oct 06, 2022
Q3 2022
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
36+ 1.35% |
$3.69K - $3.91K
|
2.71K
$289K
|
|
|
Nov 09, 2022
Q3 2022
|
Dean Investment Associates, LLC
Beavercreek, OH |
BUY
|
- |
35+ 0.18% |
$3.59K - $3.8K
|
19.9K
$2.13M
|
|
|
Nov 09, 2022
Q3 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
35+ 0.54% |
$3.59K - $3.8K
|
6.52K
$696K
|
|
|
Oct 24, 2022
Q3 2022
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
27+ 0.54% |
$2.77K - $2.93K
|
5K
$533K
|
|
|
Nov 09, 2022
Q3 2022
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
27+ 0.37% |
$2.77K - $2.93K
|
7.37K
$786K
|
|
|
Nov 03, 2022
Q3 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
26New |
$2.67K - $2.82K
|
26
$2.77K
|
|
|
Nov 09, 2022
Q3 2022
|
3 D/L Capital Management, LLC
|
BUY
|
- |
26+ 0.4% |
$2.67K - $2.82K
|
6.59K
$703K
|
|
|
Oct 27, 2022
Q3 2022
|
Verity Wealth Advisors
|
BUY
|
- |
24+ 0.53% |
$2.46K - $2.61K
|
4.54K
$484K
|
|
|
Oct 13, 2022
Q3 2022
|
National Bank Of Canada
|
BUY
|
- |
23+ 4.83% |
$2.36K - $2.5K
|
499
$53.2K
|
|
|
Nov 14, 2022
Q3 2022
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
23New |
$2.36K - $2.5K
|
23
$2.45K
|
|
|
Jul 28, 2023
Q3 2022
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
23+ 0.04% |
$2.36K - $2.5K
|
56.6K
$6.04M
|
|
|
Oct 14, 2022
Q3 2022
|
Flagship Private Wealth, LLC
|
BUY
|
- |
20+ 0.54% |
$2.05K - $2.17K
|
3.71K
$396K
|
|
|
Oct 18, 2022
Q3 2022
|
Wealthpoint, LLC
|
BUY
|
- |
20+ 0.35% |
$2.05K - $2.17K
|
5.68K
$606K
|
|
|
Nov 10, 2022
Q3 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
13New |
$1.33K - $1.41K
|
13
$1.39K
|
|
|
Nov 01, 2022
Q3 2022
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
12+ 0.25% |
$1.23K - $1.3K
|
4.76K
$508K
|
|
|
Nov 10, 2022
Q3 2022
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
12+ 0.2% |
$1.23K - $1.3K
|
5.87K
$627K
|
|
|
Nov 10, 2022
Q3 2022
|
Silicon Valley Capital Partners
|
BUY
|
- |
12+ 0.49% |
$1.23K - $1.3K
|
2.45K
$261K
|
|
|
Oct 12, 2022
Q3 2022
|
Evanson Asset Management, LLC
|
BUY
|
- |
11+ 0.13% |
$1.13K - $1.19K
|
8.34K
$890K
|
|
|
Nov 07, 2022
Q3 2022
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
11+ 0.16% |
$1.13K - $1.19K
|
6.84K
$730K
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
11+ 0.56% |
$1.13K - $1.19K
|
1.98K
$211K
|
|
|
Nov 09, 2022
Q3 2022
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
10+ 0.16% |
$1.03K - $1.09K
|
6.29K
$672K
|
|
|
Mar 12, 2024
Q3 2022
|
Executive Wealth Group LLC
Kirkland, WA |
BUY
|
- |
10+ 0.12% |
$1.03K - $1.09K
|
8.53K
$910K
|
|
|
Oct 13, 2022
Q3 2022
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
8+ 0.05% |
$820 - $869
|
14.7K
$1.57M
|
|
|
Oct 20, 2022
Q3 2022
|
Round Rock Advisors, LLC
|
BUY
|
- |
5+ 0.25% |
$513 - $543
|
1.98K
$211K
|
|
|
Nov 14, 2022
Q3 2022
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
5+ 0.25% |
$513 - $543
|
1.97K
$210K
|
|
|
Nov 14, 2022
Q3 2022
|
Iron Financial, LLC
|
BUY
|
- |
5+ 0.24% |
$513 - $543
|
2.07K
$221K
|
|
|
Oct 11, 2022
Q3 2022
|
Rise Advisors, LLC
|
BUY
|
- |
4+ 0.56% |
$410 - $434
|
718
$76.6K
|
|
|
Nov 03, 2022
Q3 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
4+ 0.61% |
$410 - $434
|
662
$70.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
4+ 0.19% |
$410 - $434
|
2.07K
$221K
|