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
|
Alhambra Investment Partners LLC
|
BUY
|
- |
2.2K+ 22.85% |
$226K - $239K
|
11.8K
$1.26M
|
|
Nov 09, 2022
Q3 2022
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
2.17K+ 39.09% |
$223K - $236K
|
7.74K
$825K
|
|
Nov 14, 2022
Q3 2022
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
2.13KNew |
$218K - $231K
|
2.13K
$227K
|
|
Oct 14, 2022
Q3 2022
|
De Dora Capital, Inc.
|
BUY
|
- |
2.11KNew |
$217K - $229K
|
2.11K
$225K
|
|
Oct 21, 2022
Q3 2022
|
Patron Partners, LLC
|
BUY
|
- |
2.1K+ 27.01% |
$215K - $228K
|
9.88K
$1.05M
|
|
Nov 14, 2022
Q3 2022
|
Crewe Advisors LLC
|
BUY
|
- |
2.1K+ 58.53% |
$215K - $228K
|
5.68K
$606K
|
|
Oct 14, 2022
Q3 2022
|
Collective Family Office LLC
|
BUY
|
- |
2.1KNew |
$215K - $228K
|
2.1K
$224K
|
|
Oct 17, 2022
Q3 2022
|
Lantz Financial LLC
|
BUY
|
- |
2.09KNew |
$214K - $227K
|
2.09K
$223K
|
|
Nov 14, 2022
Q3 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
2.06KNew |
$212K - $224K
|
2.06K
$220K
|
|
Nov 08, 2022
Q3 2022
|
9258 Wealth Management, LLC
|
BUY
|
- |
2.03K+ 58.79% |
$208K - $220K
|
5.47K
$584K
|
|
Nov 07, 2022
Q3 2022
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
2.02KNew |
$207K - $219K
|
2.02K
$215K
|
|
Oct 18, 2022
Q3 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
2KNew |
$205K - $217K
|
2K
$213K
|
|
Oct 27, 2022
Q3 2022
|
Cadence Bank Na
|
BUY
|
- |
2KNew |
$205K - $217K
|
2K
$213K
|
|
Nov 10, 2022
Q3 2022
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
2KNew |
$205K - $217K
|
2K
$213K
|
|
Nov 14, 2022
Q3 2022
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
2KNew |
$205K - $217K
|
2K
$213K
|
|
Nov 08, 2022
Q3 2022
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
1.99K+ 39.18% |
$204K - $216K
|
7.07K
$754K
|
|
Nov 10, 2022
Q3 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
1.97K+ 883.41% |
$202K - $214K
|
2.19K
$234K
|
|
Nov 01, 2022
Q3 2022
|
Avalon Investment & Advisory
Houston, TX |
BUY
|
- |
1.97K+ 15.79% |
$202K - $214K
|
14.4K
$1.54M
|
|
Nov 10, 2022
Q3 2022
|
Bank Ozk
|
BUY
|
- |
1.96KNew |
$201K - $213K
|
1.96K
$209K
|
|
Oct 13, 2022
Q3 2022
|
Tompkins Financial Corp
|
BUY
|
- |
1.95K+ 26.17% |
$199K - $211K
|
9.38K
$1M
|
|
Jan 03, 2023
Q3 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
1.86K+ 25.38% |
$191K - $202K
|
9.19K
$981K
|
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.85K+ 1.43% |
$189K - $200K
|
131K
$14M
|
|
Oct 21, 2022
Q3 2022
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
1.83K+ 51.78% |
$188K - $199K
|
5.37K
$573K
|
|
Oct 04, 2022
Q3 2022
|
Csenge Advisory Group
|
BUY
|
- |
1.81K+ 22.92% |
$186K - $197K
|
9.71K
$1.04M
|
|
Nov 14, 2022
Q3 2022
|
Dakota Community Bank & Trust Na
Hebron, ND |
BUY
|
- |
1.81KNew |
$185K - $196K
|
1.81K
$193K
|
|
Nov 14, 2022
Q3 2022
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
1.76K+ 238.91% |
$180K - $191K
|
2.49K
$266K
|
|
Nov 15, 2022
Q3 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
1.69K+ 8.65% |
$174K - $184K
|
21.2K
$2.27M
|
|
Oct 25, 2022
Q3 2022
|
Vigilant Capital Management, LLC
|
BUY
|
- |
1.65K+ 157.74% |
$169K - $179K
|
2.7K
$288K
|
|
Nov 09, 2022
Q3 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
1.65K+ 92.64% |
$169K - $179K
|
3.43K
$366K
|
|
Nov 09, 2022
Q3 2022
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
1.64K+ 19.45% |
$169K - $179K
|
10.1K
$1.08M
|
|
Nov 14, 2022
Q3 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
1.64K+ 20.48% |
$168K - $178K
|
9.66K
$1.03M
|
|
Nov 09, 2022
Q3 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
1.6K+ 15.75% |
$164K - $174K
|
11.8K
$1.26M
|
|
Oct 11, 2022
Q3 2022
|
Wiser Wealth Management, Inc
|
BUY
|
- |
1.6K+ 33.5% |
$164K - $173K
|
6.36K
$678K
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.55KNew |
$159K - $169K
|
1.55K
$166K
|
|
Nov 14, 2022
Q3 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
1.54K+ 12.69% |
$158K - $168K
|
13.7K
$1.46M
|
|
Nov 10, 2022
Q3 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.52K+ 2.68% |
$156K - $165K
|
58.3K
$6.22M
|
|
Nov 14, 2022
Q3 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.51K+ 3.59% |
$155K - $164K
|
43.7K
$4.66M
|
|
Oct 31, 2022
Q3 2022
|
Trust CO Of Virginia
|
BUY
|
- |
1.51K+ 28.53% |
$155K - $164K
|
6.8K
$726K
|
|
Nov 01, 2022
Q3 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1.48K+ 396.79% |
$152K - $161K
|
1.86K
$198K
|
|
Oct 18, 2022
Q3 2022
|
First American Trust, Fsb
|
BUY
|
- |
1.48K+ 8.2% |
$152K - $161K
|
19.5K
$2.08M
|
|
Nov 09, 2022
Q3 2022
|
Trinity Point Wealth, LLC
|
BUY
|
- |
1.46K+ 12.6% |
$149K - $158K
|
13K
$1.39M
|
|
Oct 12, 2022
Q3 2022
|
Veery Capital, LLC
|
BUY
|
- |
1.44K+ 1.75% |
$148K - $157K
|
83.7K
$8.93M
|
|
Oct 31, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
1.42K+ 1.43% |
$146K - $155K
|
101K
$10.8M
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
1.42K+ 1.43% |
$146K - $155K
|
101K
$10.8M
|
|
Oct 25, 2022
Q3 2022
|
Barber Financial Group, Inc.
|
BUY
|
- |
1.39K+ 42.02% |
$142K - $151K
|
4.69K
$500K
|
|
Oct 20, 2022
Q3 2022
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
1.36K+ 8.03% |
$139K - $148K
|
18.3K
$1.95M
|
|
Nov 14, 2022
Q3 2022
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
1.34K+ 0.57% |
$138K - $146K
|
237K
$25.3M
|
|
Nov 14, 2022
Q3 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.34K+ 14.44% |
$137K - $145K
|
10.6K
$1.13M
|
|
Oct 31, 2022
Q3 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
1.31K+ 7.64% |
$134K - $142K
|
18.4K
$1.96M
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.31K+ 3.97% |
$134K - $142K
|
34.2K
$3.64M
|