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 |
|---|---|---|---|---|---|---|---|
|
Oct 13, 2022
Q3 2022
|
Autus Asset Management, LLC
|
SELL
|
- |
-1.44K- 14.28% |
$147K - $156K
|
8.63K
$920K
|
|
|
Nov 14, 2022
Q3 2022
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-1.44K- 33.71% |
$148K - $157K
|
2.84K
$303K
|
|
|
Oct 31, 2022
Q3 2022
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-1.45K- 2.44% |
$149K - $158K
|
58K
$6.19M
|
|
|
Nov 01, 2022
Q3 2022
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-1.46K- 32.05% |
$149K - $158K
|
3.09K
$329K
|
|
|
Oct 21, 2022
Q3 2022
|
Investment Partners, Ltd.
|
SELL
|
- |
-1.48K- 15.6% |
$151K - $160K
|
7.98K
$852K
|
|
|
Oct 24, 2022
Q3 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-1.5K- 17.44% |
$154K - $163K
|
7.1K
$758K
|
|
|
Oct 20, 2022
Q3 2022
|
First Affirmative Financial Network
|
SELL
|
- |
-1.52K- 19.0% |
$156K - $165K
|
6.48K
$691K
|
|
|
Nov 14, 2022
Q3 2022
|
Venture Visionary Partners LLC
|
SELL
|
- |
-1.52K- 27.21% |
$156K - $165K
|
4.07K
$434K
|
|
|
Nov 08, 2022
Q3 2022
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-1.55K- 1.89% |
$159K - $168K
|
80.5K
$8.59M
|
|
|
Nov 07, 2022
Q3 2022
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-1.55K- 23.9% |
$159K - $169K
|
4.95K
$528K
|
|
|
Nov 10, 2022
Q3 2022
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-1.57K- 33.68% |
$161K - $170K
|
3.08K
$329K
|
|
|
Oct 24, 2022
Q3 2022
|
Sage Financial Management Group, Inc.
|
SELL
|
- |
-1.61K- 2.66% |
$165K - $174K
|
58.7K
$6.26M
|
|
|
Nov 07, 2022
Q3 2022
|
Keebeck Alpha, LP
Stamford, CT |
SELL
|
- |
-1.62K- 14.63% |
$166K - $176K
|
9.44K
$1.01M
|
|
|
Feb 01, 2023
Q3 2022
|
Keebeck Alpha, LP
Stamford, CT |
SELL
|
- |
-1.62K- 14.63% |
$166K - $176K
|
9.44K
$1.01M
|
|
|
Oct 28, 2022
Q3 2022
|
Sadoff Investment Management LLC
|
SELL
|
- |
-1.63K- 3.65% |
$167K - $176K
|
42.9K
$4.57M
|
|
|
Nov 01, 2022
Q3 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-1.66K- 12.16% |
$170K - $180K
|
12K
$1.28M
|
|
|
Oct 17, 2022
Q3 2022
|
Bartlett & Co. LLC
|
SELL
|
- |
-1.72K- 1.75% |
$176K - $186K
|
96.5K
$10.3M
|
|
|
Feb 14, 2024
Q3 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-1.72K- 1.75% |
$176K - $186K
|
96.5K
$10.3M
|
|
|
Oct 24, 2022
Q3 2022
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-1.78K- 7.11% |
$183K - $194K
|
23.3K
$2.48M
|
|
|
Oct 28, 2022
Q3 2022
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-1.83K- 13.49% |
$187K - $198K
|
11.7K
$1.25M
|
|
|
Nov 14, 2022
Q3 2022
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-1.85K- 1.43% |
$190K - $201K
|
128K
$13.6M
|
|
|
Oct 27, 2022
Q3 2022
|
Mc Broom & Associates, LLC
|
SELL
|
- |
-1.86K- 15.35% |
$190K - $202K
|
10.2K
$1.09M
|
|
|
Oct 11, 2022
Q3 2022
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-1.87K- 1.2% |
$191K - $203K
|
154K
$16.4M
|
|
|
Nov 09, 2022
Q3 2022
|
Westside Investment Management, Inc.
|
SELL
|
- |
-1.88K- 9.36% |
$193K - $204K
|
18.2K
$1.95M
|
|
|
Nov 09, 2022
Q3 2022
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-1.93K- 40.42% |
$198K - $209K
|
2.84K
$303K
|
|
|
Dec 15, 2022
Q3 2022
|
Hofer & Associates. Inc
Thousand Oaks, CA |
SELL
|
- |
-1.94KClosed |
$199K - $210K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-1.96K- 4.67% |
$200K - $212K
|
39.9K
$4.26M
|
|
|
Oct 12, 2022
Q3 2022
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-1.97K- 7.4% |
$202K - $214K
|
24.7K
$2.63M
|
|
|
Nov 08, 2022
Q3 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.98K- 44.85% |
$203K - $215K
|
2.43K
$260K
|
|
|
Oct 25, 2022
Q3 2022
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-2.04K- 12.09% |
$209K - $221K
|
14.8K
$1.58M
|
|
|
Nov 02, 2022
Q3 2022
|
Hudock, Inc.
|
SELL
|
- |
-2.12K- 5.53% |
$217K - $230K
|
36.2K
$3.86M
|
|
|
Nov 14, 2022
Q3 2022
|
Ascent Group, LLC
|
SELL
|
- |
-2.2K- 19.12% |
$226K - $239K
|
9.32K
$995K
|
|
|
Nov 14, 2022
Q3 2022
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-2.24K- 25.42% |
$230K - $244K
|
6.58K
$702K
|
|
|
Oct 31, 2022
Q3 2022
|
Opus Capital Group, LLC
|
SELL
|
- |
-2.25K- 2.16% |
$230K - $244K
|
102K
$10.9M
|
|
|
Nov 09, 2022
Q3 2022
|
Fft Wealth Management LLC
West Conshohocken, PA |
SELL
|
- |
-2.26K- 37.84% |
$231K - $245K
|
3.71K
$395K
|
|
|
Nov 14, 2022
Q3 2022
|
1607 Capital Partners, LLC
Richmond, VA |
SELL
|
- |
-2.3K- 7.65% |
$236K - $250K
|
27.8K
$2.96M
|
|
|
Nov 09, 2022
Q3 2022
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-2.31K- 39.48% |
$237K - $251K
|
3.54K
$378K
|
|
|
Oct 12, 2022
Q3 2022
|
Tnf LLC
|
SELL
|
- |
-2.37K- 4.57% |
$243K - $258K
|
49.6K
$5.29M
|
|
|
Nov 14, 2022
Q3 2022
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-2.37K- 42.78% |
$243K - $258K
|
3.18K
$339K
|
|
|
Nov 14, 2022
Q3 2022
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-2.43K- 15.44% |
$249K - $263K
|
13.3K
$1.42M
|
|
|
Oct 18, 2022
Q3 2022
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-2.53K- 12.75% |
$259K - $274K
|
17.3K
$1.85M
|
|
|
Oct 21, 2022
Q3 2022
|
Weitzel Financial Services, Inc.
|
SELL
|
- |
-2.54K- 3.57% |
$260K - $276K
|
68.6K
$7.32M
|
|
|
Oct 06, 2022
Q3 2022
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-2.6K- 6.22% |
$267K - $282K
|
39.2K
$4.18M
|
|
|
Nov 09, 2022
Q3 2022
|
Journey Advisory Group, LLC
|
SELL
|
- |
-2.62K- 33.01% |
$268K - $284K
|
5.31K
$566K
|
|
|
Oct 25, 2022
Q3 2022
|
Hbc Financial Services, Pllc
|
SELL
|
- |
-2.7K- 1.97% |
$277K - $293K
|
135K
$14.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Brasada Capital Management, LP
Houston, TX |
SELL
|
- |
-2.77K- 28.27% |
$284K - $301K
|
7.03K
$750K
|
|
|
Oct 18, 2022
Q3 2022
|
Apeiron Ria LLC
|
SELL
|
- |
-2.77K- 15.71% |
$284K - $301K
|
14.9K
$1.59M
|
|
|
Oct 26, 2022
Q3 2022
|
Hancock Whitney Corp
|
SELL
|
- |
-2.8K- 5.78% |
$287K - $304K
|
45.7K
$4.87M
|
|
|
Nov 14, 2022
Q3 2022
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
SELL
|
- |
-2.81K- 15.25% |
$288K - $305K
|
15.6K
$1.67M
|
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.83K- 1.52% |
$290K - $307K
|
183K
$19.5M
|