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 14, 2022
Q3 2022
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-152- 1.21% |
$15.6K - $16.5K
|
12.5K
$1.33M
|
|
|
Oct 26, 2022
Q3 2022
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-154- 6.02% |
$15.8K - $16.7K
|
2.4K
$256K
|
|
|
Oct 31, 2022
Q3 2022
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-154- 1.57% |
$15.8K - $16.7K
|
9.66K
$1.03M
|
|
|
Nov 10, 2022
Q3 2022
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-160- 3.5% |
$16.4K - $17.4K
|
4.41K
$471K
|
|
|
Nov 14, 2022
Q3 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-162- 6.91% |
$16.6K - $17.6K
|
2.18K
$233K
|
|
|
Oct 17, 2022
Q3 2022
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-163- 0.27% |
$16.7K - $17.7K
|
59.4K
$6.34M
|
|
|
Nov 15, 2022
Q3 2022
|
Maple Capital Management, Inc.
|
SELL
|
- |
-166- 3.05% |
$17K - $18K
|
5.28K
$564K
|
|
|
Oct 21, 2022
Q3 2022
|
Rhs Financial, LLC
|
SELL
|
- |
-167- 5.83% |
$17.1K - $18.1K
|
2.7K
$288K
|
|
|
Oct 31, 2022
Q3 2022
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-172- 4.36% |
$17.6K - $18.7K
|
3.77K
$402K
|
|
|
Oct 17, 2022
Q3 2022
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-173- 5.87% |
$17.7K - $18.8K
|
2.77K
$296K
|
|
|
Oct 14, 2022
Q3 2022
|
Toth Financial Advisory Corp
|
SELL
|
- |
-175- 17.86% |
$17.9K - $19K
|
805
$85.9K
|
|
|
Nov 14, 2022
Q3 2022
|
Truepoint, Inc.
|
SELL
|
- |
-175- 0.88% |
$17.9K - $19K
|
19.8K
$2.11M
|
|
|
Nov 09, 2022
Q3 2022
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-187- 3.14% |
$19.2K - $20.3K
|
5.77K
$616K
|
|
|
Oct 21, 2022
Q3 2022
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-195- 1.11% |
$20K - $21.2K
|
17.4K
$1.86M
|
|
|
Oct 27, 2022
Q3 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-199- 4.17% |
$20.4K - $21.6K
|
4.57K
$487K
|
|
|
Oct 18, 2022
Q3 2022
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-206- 49.16% |
$21.1K - $22.4K
|
213
$22.7K
|
|
|
Nov 07, 2022
Q3 2022
|
Jnba Financial Advisors
|
SELL
|
- |
-217- 1.74% |
$22.3K - $23.6K
|
12.3K
$1.31M
|
|
|
Oct 17, 2022
Q3 2022
|
Erickson Financial Group, LLC
Allentown, PA |
SELL
|
- |
-219- 2.61% |
$22.5K - $23.8K
|
8.16K
$871K
|
|
|
Nov 02, 2022
Q3 2022
|
Aries Wealth Management
|
SELL
|
- |
-220- 3.61% |
$22.6K - $23.9K
|
5.88K
$627K
|
|
|
Oct 13, 2022
Q3 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-224- 6.47% |
$23K - $24.3K
|
3.24K
$346K
|
|
|
Oct 11, 2022
Q3 2022
|
Anderson Hoagland & CO
|
SELL
|
- |
-247- 5.42% |
$25.3K - $26.8K
|
4.31K
$460K
|
|
|
Oct 24, 2022
Q3 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-250- 46.9% |
$25.6K - $27.1K
|
283
$30.2K
|
|
|
Nov 03, 2022
Q3 2022
|
Renasant Bank
|
SELL
|
- |
-250- 3.53% |
$25.6K - $27.1K
|
6.83K
$729K
|
|
|
Nov 14, 2022
Q3 2022
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-250- 10.42% |
$25.6K - $27.1K
|
2.15K
$229K
|
|
|
Nov 14, 2022
Q3 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-254- 4.42% |
$26K - $27.6K
|
5.49K
$586K
|
|
|
Nov 14, 2022
Q3 2022
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-262- 11.43% |
$26.9K - $28.5K
|
2.03K
$217K
|
|
|
Jul 17, 2024
Q3 2022
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-264- 6.81% |
$27.1K - $28.7K
|
3.61K
$385K
|
|
|
Nov 10, 2022
Q3 2022
|
Treynor Bancshares, Inc.
|
SELL
|
- |
-274- 2.84% |
$28.1K - $29.8K
|
9.36K
$999K
|
|
|
Oct 12, 2022
Q3 2022
|
Successful Portfolios LLC
|
SELL
|
- |
-300- 4.89% |
$30.8K - $32.6K
|
5.84K
$623K
|
|
|
Oct 13, 2022
Q3 2022
|
Monumental Financial Group Inc.
|
SELL
|
- |
-300- 8.59% |
$30.8K - $32.6K
|
3.19K
$341K
|
|
|
Nov 07, 2022
Q3 2022
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-300- 16.21% |
$30.8K - $32.6K
|
1.55K
$166K
|
|
|
Nov 14, 2022
Q3 2022
|
Harvey Capital Management Inc
|
SELL
|
- |
-300- 5.77% |
$30.8K - $32.6K
|
4.9K
$523K
|
|
|
Oct 24, 2022
Q3 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-311- 10.92% |
$31.9K - $33.8K
|
2.54K
$271K
|
|
|
Nov 14, 2022
Q3 2022
|
Dravo Bay LLC
Wilmington, DE |
SELL
|
- |
-327- 0.65% |
$33.5K - $35.5K
|
50.3K
$5.37M
|
|
|
Oct 20, 2022
Q3 2022
|
Safir Wealth Advisors, LLC
|
SELL
|
- |
-330- 1.72% |
$33.8K - $35.8K
|
18.9K
$2.02M
|
|
|
Oct 28, 2022
Q3 2022
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-333- 10.7% |
$34.1K - $36.2K
|
2.78K
$296K
|
|
|
Oct 24, 2022
Q3 2022
|
Lyell Wealth Management, LP
|
SELL
|
- |
-340- 8.89% |
$34.9K - $36.9K
|
3.49K
$372K
|
|
|
Oct 13, 2022
Q3 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-341- 24.1% |
$35K - $37K
|
1.07K
$115K
|
|
|
Nov 14, 2022
Q3 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-353- 3.24% |
$36.2K - $38.3K
|
10.6K
$1.13M
|
|
|
Nov 02, 2022
Q3 2022
|
Sandy Spring Bank
|
SELL
|
- |
-361- 64.35% |
$37K - $39.2K
|
200
$21.3K
|
|
|
Oct 17, 2022
Q3 2022
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-363- 99.45% |
$37.2K - $39.4K
|
2
$213
|
|
|
Oct 17, 2022
Q3 2022
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-371- 2.46% |
$38K - $40.3K
|
14.7K
$1.57M
|
|
|
Oct 19, 2022
Q3 2022
|
Essex Savings Bank
|
SELL
|
- |
-373- 8.53% |
$38.3K - $40.5K
|
4K
$427K
|
|
|
Nov 03, 2022
Q3 2022
|
Bogart Wealth, LLC
|
SELL
|
- |
-375- 94.22% |
$38.5K - $40.7K
|
23
$2.45K
|
|
|
Nov 04, 2022
Q3 2022
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-386- 0.6% |
$39.6K - $41.9K
|
64.3K
$6.86M
|
|
|
Oct 27, 2022
Q3 2022
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-389- 5.43% |
$39.9K - $42.2K
|
6.77K
$723K
|
|
|
Nov 15, 2022
Q3 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-399- 46.34% |
$40.9K - $43.3K
|
462
$49.3K
|
|
|
Oct 13, 2022
Q3 2022
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-405- 11.26% |
$41.5K - $44K
|
3.19K
$341K
|
|
|
Oct 13, 2022
Q3 2022
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-413- 6.4% |
$42.4K - $44.8K
|
6.04K
$645K
|
|
|
Nov 14, 2022
Q3 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
SELL
|
- |
-421- 7.54% |
$43.2K - $45.7K
|
5.17K
$551K
|