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
|
Wunderlich Capital Managemnt
Memphis, TN |
BUY
|
- |
1.29K+ 3.99% |
$132K - $140K
|
33.6K
$3.58M
|
|
Oct 07, 2022
Q3 2022
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
1.26K+ 92.89% |
$129K - $136K
|
2.61K
$278K
|
|
Nov 09, 2022
Q3 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
1.25K+ 9.07% |
$128K - $136K
|
15K
$1.61M
|
|
Oct 20, 2022
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.23K+ 22.32% |
$126K - $134K
|
6.75K
$720K
|
|
Jan 27, 2023
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.23K+ 22.32% |
$126K - $134K
|
6.75K
$720K
|
|
Oct 24, 2022
Q3 2022
|
Cumberland Advisors Inc
|
BUY
|
- |
1.23K+ 55.06% |
$126K - $133K
|
3.45K
$368K
|
|
Nov 02, 2022
Q3 2022
|
Red Wave Investments LLC
Dillsburg, PA |
BUY
|
- |
1.22K+ 3.46% |
$125K - $132K
|
36.4K
$3.89M
|
|
Nov 07, 2022
Q3 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.2K+ 37.0% |
$123K - $130K
|
4.43K
$473K
|
|
Nov 14, 2022
Q3 2022
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
1.19K+ 40.39% |
$122K - $129K
|
4.14K
$441K
|
|
Oct 27, 2022
Q3 2022
|
Asset Dedication, LLC
|
BUY
|
- |
1.18KNew |
$121K - $128K
|
1.18K
$126K
|
|
Oct 20, 2022
Q3 2022
|
Central Bank & Trust CO
|
BUY
|
- |
1.18KNew |
$121K - $128K
|
1.18K
$126K
|
|
Nov 14, 2022
Q3 2022
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
1.14K+ 22.18% |
$117K - $124K
|
6.3K
$672K
|
|
Nov 03, 2022
Q3 2022
|
Leeward Financial Partners, LLC
|
BUY
|
- |
1.12K+ 9.87% |
$115K - $122K
|
12.5K
$1.33M
|
|
Nov 08, 2022
Q3 2022
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
1.05K+ 27.85% |
$108K - $114K
|
4.83K
$515K
|
|
Oct 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
1.03KNew |
$106K - $112K
|
1.03K
$110K
|
|
Oct 06, 2022
Q3 2022
|
Pure Financial Advisors, LLC
|
BUY
|
- |
1.03K+ 6.32% |
$105K - $111K
|
17.3K
$1.84M
|
|
Nov 14, 2022
Q3 2022
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.01K+ 1.45% |
$104K - $110K
|
71.1K
$7.59M
|
|
Nov 14, 2022
Q3 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1.01K+ 9.49% |
$103K - $109K
|
11.6K
$1.24M
|
|
Oct 19, 2022
Q3 2022
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
1K+ 9.35% |
$103K - $109K
|
11.7K
$1.25M
|
|
Oct 23, 2023
Q3 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
989New |
$101K - $107K
|
989
$106K
|
|
Oct 14, 2022
Q3 2022
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
988+ 3.4% |
$101K - $107K
|
30K
$3.21M
|
|
Nov 08, 2022
Q3 2022
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
968+ 17.55% |
$99.3K - $105K
|
6.48K
$692K
|
|
Oct 28, 2022
Q3 2022
|
Country Club Bank
|
BUY
|
- |
965+ 13.52% |
$99K - $105K
|
8.1K
$864K
|
|
Nov 07, 2022
Q3 2022
|
Northwest Capital Management Inc
|
BUY
|
- |
956+ 33.29% |
$98K - $104K
|
3.83K
$408K
|
|
Nov 02, 2022
Q3 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
905+ 1.1% |
$92.8K - $98.3K
|
83.2K
$8.88M
|
|
Oct 12, 2022
Q3 2022
|
Horan Securities, Inc.
|
BUY
|
- |
896+ 7.79% |
$91.9K - $97.3K
|
12.4K
$1.32M
|
|
Oct 18, 2022
Q3 2022
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
877+ 96.59% |
$89.9K - $95.2K
|
1.79K
$190K
|
|
Nov 04, 2022
Q3 2022
|
Simplex Trading, LLC
|
BUY
|
- |
876New |
$89.8K - $95.1K
|
876
$93.5K
|
|
Nov 07, 2022
Q3 2022
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
861+ 19.7% |
$88.3K - $93.5K
|
5.23K
$558K
|
|
Nov 08, 2022
Q3 2022
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
833+ 4.04% |
$85.4K - $90.5K
|
21.5K
$2.29M
|
|
Nov 15, 2022
Q3 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
815New |
$83.6K - $88.5K
|
815
$87K
|
|
Oct 18, 2022
Q3 2022
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
786New |
$80.6K - $85.4K
|
786
$83.9K
|
|
Nov 07, 2022
Q3 2022
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
736+ 14.5% |
$75.5K - $79.9K
|
5.81K
$620K
|
|
Oct 14, 2022
Q3 2022
|
First Community Trust Na
|
BUY
|
- |
716New |
$73.4K - $77.8K
|
716
$76.4K
|
|
Oct 24, 2022
Q3 2022
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
707+ 4.23% |
$72.5K - $76.8K
|
17.4K
$1.86M
|
|
Oct 11, 2022
Q3 2022
|
Columbia Trust CO 01012016
|
BUY
|
- |
700+ 2.74% |
$71.8K - $76K
|
26.2K
$2.8M
|
|
Feb 28, 2024
Q3 2022
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
700+ 2.09% |
$71.8K - $76K
|
34.2K
$3.65M
|
|
Nov 14, 2022
Q3 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
693+ 154.0% |
$71.1K - $75.3K
|
1.14K
$122K
|
|
Nov 07, 2022
Q3 2022
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
654+ 186.86% |
$67.1K - $71K
|
1K
$107K
|
|
Oct 11, 2022
Q3 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
598+ 9.14% |
$61.3K - $64.9K
|
7.14K
$762K
|
|
Oct 26, 2022
Q3 2022
|
Merriman Wealth Management, LLC
|
BUY
|
- |
598+ 2.77% |
$61.3K - $64.9K
|
22.2K
$2.37M
|
|
Nov 09, 2022
Q3 2022
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
595+ 17.08% |
$61K - $64.6K
|
4.08K
$435K
|
|
Apr 19, 2024
Q3 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
593+ 28.76% |
$60.8K - $64.4K
|
2.66K
$283K
|
|
Nov 10, 2022
Q3 2022
|
Rkl Wealth Management LLC
|
BUY
|
- |
575+ 17.3% |
$59K - $62.4K
|
3.9K
$416K
|
|
Oct 17, 2022
Q3 2022
|
S.C. Financial Services, Inc.
|
BUY
|
- |
564+ 11.4% |
$57.8K - $61.2K
|
5.51K
$588K
|
|
Nov 07, 2022
Q3 2022
|
Windsor Group LTD
|
BUY
|
- |
525+ 0.45% |
$53.8K - $57K
|
117K
$12.5M
|
|
Nov 14, 2022
Q3 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
523+ 7.94% |
$53.6K - $56.8K
|
7.11K
$759K
|
|
Oct 26, 2022
Q3 2022
|
Wolff Wiese Magana LLC
|
BUY
|
- |
504+ 50.4% |
$51.7K - $54.7K
|
1.5K
$160K
|
|
Nov 03, 2022
Q3 2022
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
500+ 4.52% |
$51.3K - $54.3K
|
11.6K
$1.24M
|
|
Nov 10, 2022
Q3 2022
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
500+ 12.94% |
$51.3K - $54.3K
|
4.37K
$466K
|