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 09, 2022
Q3 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
9.39K+ 3.13% |
$963K - $1.02M
|
309K
$33M
|
|
|
Nov 09, 2022
Q3 2022
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
8.95K+ 10.03% |
$918K - $972K
|
98.2K
$10.5M
|
|
|
Oct 21, 2022
Q3 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
8.91K+ 13.31% |
$914K - $967K
|
75.8K
$8.09M
|
|
|
Oct 28, 2022
Q3 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
8.86K+ 111.74% |
$908K - $962K
|
16.8K
$1.79M
|
|
|
Oct 20, 2022
Q3 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
8.76K+ 89.33% |
$898K - $951K
|
18.6K
$1.98M
|
|
|
Nov 14, 2022
Q3 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
8.7K+ 49.48% |
$892K - $945K
|
26.3K
$2.81M
|
|
|
Aug 07, 2024
Q3 2022
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
8.65K+ 73.19% |
$887K - $940K
|
20.5K
$2.18M
|
|
|
Nov 08, 2022
Q3 2022
|
Phillips Financial Management, LLC
|
BUY
|
- |
8.51K+ 20.1% |
$873K - $924K
|
50.9K
$5.43M
|
|
|
Oct 05, 2022
Q3 2022
|
First Hawaiian Bank
|
BUY
|
- |
8.46K+ 39.66% |
$868K - $919K
|
29.8K
$3.18M
|
|
|
Oct 20, 2022
Q3 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
8.19K+ 93.38% |
$840K - $889K
|
17K
$1.81M
|
|
|
Nov 10, 2022
Q3 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
8.14K+ 75.03% |
$834K - $883K
|
19K
$2.03M
|
|
|
Oct 21, 2022
Q3 2022
|
Motive Wealth Advisors
|
BUY
|
- |
8.08K+ 15.4% |
$829K - $877K
|
60.5K
$6.46M
|
|
|
Oct 17, 2022
Q3 2022
|
Boyd Wealth Management, LLC
|
BUY
|
- |
8.07K+ 78.48% |
$827K - $876K
|
18.4K
$1.96M
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
8.07KNew |
$827K - $876K
|
8.07K
$861K
|
|
|
Nov 14, 2022
Q3 2022
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
7.98K+ 18.77% |
$819K - $867K
|
50.5K
$5.39M
|
|
|
Nov 10, 2022
Q3 2022
|
Dakota Wealth Management
|
BUY
|
- |
7.77K+ 35.02% |
$797K - $844K
|
30K
$3.2M
|
|
|
Oct 31, 2022
Q3 2022
|
Bank Of The West
|
BUY
|
- |
7.65K+ 164.65% |
$785K - $831K
|
12.3K
$1.31M
|
|
|
Nov 14, 2022
Q3 2022
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
7.54K+ 9.81% |
$773K - $819K
|
84.4K
$9M
|
|
|
Oct 21, 2022
Q3 2022
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
7.52K+ 20.91% |
$772K - $817K
|
43.5K
$4.64M
|
|
|
Nov 02, 2022
Q3 2022
|
First National Trust CO
|
BUY
|
- |
7.47K+ 46.87% |
$766K - $811K
|
23.4K
$2.5M
|
|
|
Oct 13, 2022
Q3 2022
|
Chesley Taft & Associates LLC
|
BUY
|
- |
7.43K+ 6.11% |
$761K - $806K
|
129K
$13.8M
|
|
|
Dec 13, 2022
Q3 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
7.36K+ 19.26% |
$755K - $799K
|
45.6K
$4.86M
|
|
|
Oct 05, 2022
Q3 2022
|
Hbw Advisory Services LLC
|
BUY
|
- |
7.34KNew |
$753K - $797K
|
7.34K
$783K
|
|
|
Nov 10, 2022
Q3 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
7.14K+ 3.19% |
$732K - $775K
|
231K
$24.6M
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
7.12K+ 364.38% |
$730K - $773K
|
9.07K
$968K
|
|
|
Oct 13, 2022
Q3 2022
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
7.11KNew |
$729K - $772K
|
7.11K
$758K
|
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
7.05K+ 29.89% |
$723K - $765K
|
30.6K
$3.27M
|
|
|
Oct 05, 2022
Q3 2022
|
Impac Tfolio, LLC
|
BUY
|
- |
6.91K+ 279.3% |
$709K - $750K
|
9.38K
$1M
|
|
|
Feb 14, 2023
Q3 2022
|
All Gen Financial Advisors, Inc.
Orlando, FL |
BUY
|
- |
6.69K+ 87.39% |
$686K - $726K
|
14.3K
$1.53M
|
|
|
Nov 14, 2022
Q3 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
6.67K+ 6.17% |
$684K - $724K
|
115K
$12.2M
|
|
|
Oct 07, 2022
Q3 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
6.61K+ 271.45% |
$678K - $717K
|
9.04K
$965K
|
|
|
Nov 07, 2022
Q3 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
6.51KNew |
$668K - $707K
|
6.51K
$695K
|
|
|
Nov 08, 2022
Q3 2022
|
Liberty Capital Management, Inc.
|
BUY
|
- |
6.48KNew |
$665K - $704K
|
6.48K
$692K
|
|
|
Nov 14, 2022
Q3 2022
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
6.47K+ 5.1% |
$664K - $703K
|
133K
$14.2M
|
|
|
Apr 24, 2023
Q3 2022
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
6.38KNew |
$654K - $693K
|
6.38K
$681K
|
|
|
Oct 26, 2022
Q3 2022
|
Financial Strategies Group, Inc.
|
BUY
|
- |
6.31K+ 166.83% |
$647K - $686K
|
10.1K
$1.08M
|
|
|
Oct 11, 2022
Q3 2022
|
Rda Financial Network
|
BUY
|
- |
6.31K+ 224.96% |
$647K - $685K
|
9.12K
$973K
|
|
|
Oct 26, 2022
Q3 2022
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
6.3K+ 24.46% |
$646K - $684K
|
32.1K
$3.42M
|
|
|
Oct 25, 2022
Q3 2022
|
Ferguson Shapiro LLC
|
BUY
|
- |
6.3K+ 54.1% |
$646K - $684K
|
17.9K
$1.91M
|
|
|
Oct 12, 2022
Q3 2022
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
6.28K+ 8.62% |
$644K - $682K
|
79.1K
$8.44M
|
|
|
Nov 21, 2022
Q3 2022
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
6.22K+ 167.64% |
$638K - $676K
|
9.93K
$1.06M
|
|
|
Nov 14, 2022
Q3 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
6.2K+ 20.92% |
$636K - $673K
|
35.8K
$3.83M
|
|
|
Nov 09, 2022
Q3 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
6.19K+ 109.04% |
$634K - $672K
|
11.9K
$1.27M
|
|
|
Jul 24, 2024
Q3 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
6.11K+ 41.83% |
$626K - $663K
|
20.7K
$2.21M
|
|
|
Nov 10, 2022
Q3 2022
|
Wavelength Capital Management, LLC
|
BUY
|
- |
5.9K+ 6.13% |
$605K - $641K
|
102K
$10.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
5.69K+ 57.34% |
$583K - $617K
|
15.6K
$1.66M
|
|
|
Nov 08, 2022
Q3 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
5.61K+ 20.14% |
$575K - $609K
|
33.5K
$3.57M
|
|
|
Oct 28, 2022
Q3 2022
|
Lindenwold Advisors
|
BUY
|
- |
5.43K+ 45.23% |
$556K - $589K
|
17.4K
$1.86M
|
|
|
Oct 18, 2022
Q3 2022
|
Wedbush Securities Inc
|
BUY
|
- |
5.38K+ 30.34% |
$552K - $585K
|
23.1K
$2.47M
|
|
|
Oct 13, 2022
Q3 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
5.27KNew |
$540K - $572K
|
5.27K
$562K
|