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 18, 2022
Q3 2022
|
Manning & Napier Group, LLC
|
BUY
|
- |
15.9K+ 3.77% |
$1.63M - $1.72M
|
437K
$46.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
15.8KNew |
$1.62M - $1.71M
|
15.8K
$1.68M
|
|
|
Oct 24, 2022
Q3 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
15.6K+ 17.22% |
$1.6M - $1.69M
|
106K
$11.3M
|
|
|
Oct 27, 2022
Q3 2022
|
Albion Financial Group
|
BUY
|
- |
15.6K+ 114.3% |
$1.6M - $1.69M
|
29.2K
$3.11M
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
15.4K+ 15.68% |
$1.58M - $1.68M
|
114K
$12.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
14.8K+ 279.96% |
$1.51M - $1.6M
|
20K
$2.14M
|
|
|
Nov 14, 2022
Q3 2022
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
14.7K+ 3742.24% |
$1.51M - $1.6M
|
15.1K
$1.61M
|
|
|
Oct 27, 2022
Q3 2022
|
4 J Wealth Management LLC
|
BUY
|
- |
14.7KNew |
$1.51M - $1.59M
|
14.7K
$1.57M
|
|
|
Oct 21, 2022
Q3 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
14.1K+ 6.97% |
$1.45M - $1.53M
|
216K
$23.1M
|
|
|
Oct 13, 2022
Q3 2022
|
Orin Green Financial, LLC
|
BUY
|
- |
14.1K+ 17.96% |
$1.44M - $1.53M
|
92.5K
$9.87M
|
|
|
Oct 24, 2022
Q3 2022
|
Mc Adam, LLC
|
BUY
|
- |
13.9K+ 26.25% |
$1.43M - $1.51M
|
66.9K
$7.14M
|
|
|
Oct 19, 2022
Q3 2022
|
Sofi Wealth, LLC
|
BUY
|
- |
13.9K+ 4.23% |
$1.42M - $1.51M
|
342K
$36.5M
|
|
|
Oct 26, 2022
Q3 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
13.8K+ 13.67% |
$1.41M - $1.49M
|
114K
$12.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
13.5KNew |
$1.38M - $1.46M
|
13.5K
$1.44M
|
|
|
Oct 20, 2022
Q3 2022
|
Capital Insight Partners, LLC
|
BUY
|
- |
13.5K+ 8.82% |
$1.38M - $1.46M
|
166K
$17.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
13.4K+ 124.53% |
$1.37M - $1.45M
|
24.1K
$2.57M
|
|
|
Oct 13, 2022
Q3 2022
|
Pfg Advisors
|
BUY
|
- |
13.2KNew |
$1.36M - $1.44M
|
13.2K
$1.41M
|
|
|
Oct 20, 2022
Q3 2022
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
13.2K+ 459.22% |
$1.35M - $1.43M
|
16K
$1.71M
|
|
|
Nov 15, 2022
Q3 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
13K+ 4.31% |
$1.34M - $1.41M
|
315K
$33.6M
|
|
|
Nov 15, 2022
Q3 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
12.8K+ 25.65% |
$1.31M - $1.39M
|
62.5K
$6.67M
|
|
|
Oct 25, 2022
Q3 2022
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
12.6K+ 166.99% |
$1.29M - $1.37M
|
20.2K
$2.15M
|
|
|
Nov 02, 2022
Q3 2022
|
Pds Planning, Inc
|
BUY
|
- |
12.4K+ 21.58% |
$1.27M - $1.35M
|
69.9K
$7.46M
|
|
|
Nov 07, 2022
Q3 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
12.2K+ 7.94% |
$1.25M - $1.33M
|
166K
$17.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
12.2K+ 11.69% |
$1.25M - $1.33M
|
117K
$12.4M
|
|
|
Nov 04, 2022
Q3 2022
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
11.9K+ 6.53% |
$1.22M - $1.29M
|
194K
$20.7M
|
|
|
Oct 21, 2022
Q3 2022
|
Lutz Financial Services LLC
|
BUY
|
- |
11.7K+ 23.13% |
$1.2M - $1.27M
|
62.1K
$6.62M
|
|
|
Oct 18, 2022
Q3 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
11.6KNew |
$1.19M - $1.26M
|
11.6K
$1.24M
|
|
|
Oct 06, 2022
Q3 2022
|
New England Guild Wealth Advisors, Inc.
|
BUY
|
- |
11.6KNew |
$1.19M - $1.25M
|
11.6K
$1.23M
|
|
|
Jun 14, 2023
Q3 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
11.5KNew |
$1.18M - $1.25M
|
11.5K
$1.22M
|
|
|
Oct 21, 2022
Q3 2022
|
Private Ocean, LLC
|
BUY
|
- |
11.4K+ 20.6% |
$1.17M - $1.24M
|
66.7K
$7.12M
|
|
|
Nov 04, 2022
Q3 2022
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
11.4K+ 43.81% |
$1.16M - $1.23M
|
37.3K
$3.98M
|
|
|
Oct 12, 2023
Q3 2022
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
11.3K+ 109.84% |
$1.15M - $1.22M
|
21.5K
$2.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
11K+ 8.33% |
$1.13M - $1.2M
|
144K
$15.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
10.6KNew |
$1.09M - $1.15M
|
10.6K
$1.13M
|
|
|
Oct 17, 2022
Q3 2022
|
Bms Financial Advisors, LLC
|
BUY
|
- |
10.4K+ 109.75% |
$1.06M - $1.12M
|
19.8K
$2.11M
|
|
|
Nov 03, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
10.3KNew |
$1.06M - $1.12M
|
10.3K
$1.1M
|
|
|
Nov 04, 2022
Q3 2022
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
10K+ 31.63% |
$1.03M - $1.09M
|
41.7K
$4.45M
|
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
9.97K+ 8.54% |
$1.02M - $1.08M
|
127K
$13.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Brown Advisory Inc
|
BUY
|
- |
9.92K+ 118.28% |
$1.02M - $1.08M
|
18.3K
$1.95M
|
|
|
Nov 14, 2022
Q3 2022
|
United Bank
Vienna, VA |
BUY
|
- |
9.8K+ 228.8% |
$1M - $1.06M
|
14.1K
$1.5M
|
|
|
Sep 06, 2024
Q3 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
9.78KNew |
$1M - $1.06M
|
9.78K
$1.04M
|
|
|
Oct 26, 2022
Q3 2022
|
Financial Insights, Inc.
|
BUY
|
- |
9.71K+ 262.91% |
$996K - $1.05M
|
13.4K
$1.43M
|
|
|
Nov 02, 2022
Q3 2022
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
9.68K+ 9.27% |
$993K - $1.05M
|
114K
$12.2M
|
|
|
Oct 20, 2022
Q3 2022
|
Arden Trust CO
|
BUY
|
- |
9.64K+ 31.59% |
$988K - $1.05M
|
40.1K
$4.28M
|
|
|
Nov 14, 2022
Q3 2022
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
9.64K+ 30.75% |
$988K - $1.05M
|
41K
$4.37M
|
|
|
Nov 03, 2022
Q3 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
9.61K+ 39.83% |
$986K - $1.04M
|
33.8K
$3.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
9.58K+ 37.38% |
$982K - $1.04M
|
35.2K
$3.76M
|
|
|
Nov 08, 2022
Q3 2022
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
9.55K+ 37.78% |
$980K - $1.04M
|
34.8K
$3.72M
|
|
|
Nov 14, 2022
Q3 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
9.54K+ 125.59% |
$979K - $1.04M
|
17.1K
$1.83M
|
|
|
Nov 14, 2022
Q3 2022
|
Karpus Management, Inc.
Pittsford, NY |
BUY
|
- |
9.52KNew |
$977K - $1.03M
|
9.52K
$1.02M
|