Purchases and Sales Made in Q3 2022 in Ishares National Muni Bond ETF (MUB)

MUB Quotes by TradingView

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
Charles Schwab Investment Advisory, Inc.

San Francisco, CA
BUY
 -
5.24M
+ 121.91%
$537M - $569M
9.53M $1.03B
Nov 14, 2022 Q3 2022
Charles Schwab Investment Advisory, Inc.

San Francisco, CA
BUY
 -
5.24M
+ 121.91%
$537M - $569M
9.53M $1.03B
Nov 14, 2022 Q3 2022
Bank Of America Corp

Charlotte, NC
BUY
 -
1.72M
+ 10.7%
$177M - $187M
17.8M $1.92B
Nov 14, 2022 Q3 2022
Bank Of New York Mellon Corp

New York, NY
BUY
 -
1.43M
+ 26.09%
$146M - $155M
6.89M $741M
Nov 09, 2022 Q3 2022
Facet Wealth, Inc.

BUY
 -
777K
+ 2253.48%
$79.7M - $84.4M
811K $87.3M
Nov 14, 2022 Q3 2022
Wells Fargo & Company

San Francisco, CA
BUY
 -
547K
+ 10.44%
$56.1M - $59.4M
5.79M $623M
Nov 10, 2022 Q3 2022
Citigroup Inc

BUY
 -
531K
+ 99.21%
$54.5M - $57.7M
1.07M $115M
Oct 18, 2022 Q3 2022
Bailard, Inc.

BUY
 -
474K
+ 280.86%
$48.6M - $51.5M
643K $69.1M
Nov 03, 2022 Q3 2022
Creative Planning

Overland Park, KS
BUY
 -
425K
+ 4.37%
$43.6M - $46.2M
10.2M $1.09B
Nov 14, 2022 Q3 2022
Lazard Asset Management LLC

New York, NY
BUY
 -
375K
+ 93.38%
$38.5M - $40.8M
778K $83.6M
Oct 14, 2022 Q3 2022
Adviser Investments LLC

BUY
 -
267K
+ 216.59%
$27.4M - $29M
391K $42M
Nov 15, 2022 Q3 2022
Mercer Global Advisors Inc

Denver, CO
BUY
 -
215K
+ 12.28%
$22M - $23.3M
1.96M $211M
Nov 03, 2022 Q3 2022
Jones Financial Companies Lllp

BUY
 -
210K
+ 47.8%
$21.5M - $22.8M
648K $69.7M
Jan 25, 2023 Q3 2022
Icon Wealth Advisors, LLC

Houston, TX
BUY
 -
207K
New
$21.2M - $22.5M
207K $22.3M
Nov 14, 2022 Q3 2022
Column Capital Advisors, LLC

BUY
 -
198K
+ 62.32%
$20.3M - $21.5M
515K $55.4M
Nov 14, 2022 Q3 2022
Hirtle Callaghan & CO LLC

West Conshohocken, PA
BUY
 -
183K
New
$18.7M - $19.8M
183K $19.6M
Oct 20, 2022 Q3 2022
Parkside Investments, LLC

BUY
 -
164K
New
$16.8M - $17.8M
164K $17.6M
Oct 25, 2022 Q3 2022
Balasa Dinverno & Foltz LLC

Itasca, IL
BUY
 -
163K
+ 61.24%
$16.7M - $17.7M
429K $46.2M
Nov 14, 2022 Q3 2022
Franklin Resources Inc

San Mateo, CA
BUY
 -
150K
+ 49.77%
$15.4M - $16.3M
452K $48.6M
Nov 02, 2022 Q3 2022
Sharkey, Howes & Javer

BUY
 -
150K
New
$15.4M - $16.3M
150K $16.1M
Nov 14, 2022 Q3 2022
Archetype Wealth Partners

Houston, TX
BUY
 -
141K
New
$14.5M - $15.3M
141K $15.2M
Nov 01, 2022 Q3 2022
Assetmark, Inc

BUY
 -
139K
+ 7.62%
$14.2M - $15.1M
1.96M $211M
Oct 13, 2022 Q3 2022
Williams Financial, LLC

Bennington, VT
BUY
 -
138K
+ 562.71%
$14.2M - $15M
163K $17.5M
Nov 10, 2022 Q3 2022
Envestnet Asset Management Inc

BUY
 -
138K
+ 1.12%
$14.2M - $15M
12.5M $1.35B
Oct 27, 2022 Q3 2022
Cwm, LLC

BUY
 -
136K
+ 77.95%
$14M - $14.8M
311K $33.4M
Oct 28, 2022 Q3 2022
Austin Private Wealth, LLC

BUY
 -
134K
+ 1529.55%
$13.8M - $14.6M
143K $15.4M
Oct 14, 2022 Q3 2022
Parcion Private Wealth LLC

Bellevue, WA
BUY
 -
127K
+ 101.96%
$13M - $13.8M
252K $27.1M
Nov 10, 2022 Q3 2022
Mariner, LLC

Overland Park, KS
BUY
 -
121K
+ 15.12%
$12.4M - $13.1M
920K $98.9M
Nov 10, 2022 Q3 2022
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
120K
+ 32.78%
$12.3M - $13M
486K $52.3M
Nov 14, 2022 Q3 2022
Morgan Stanley

New York, NY
BUY
 -
117K
+ 2.13%
$11.9M - $12.7M
5.58M $601M
Nov 14, 2022 Q3 2022
Lake Street Advisors Group, LLC

BUY
 -
111K
+ 52.59%
$11.4M - $12M
322K $34.6M
Oct 25, 2022 Q3 2022
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
108K
+ 23.14%
$11.1M - $11.7M
574K $61.7M
Nov 03, 2022 Q3 2022
Amg National Trust Bank

BUY
 -
101K
+ 134.87%
$10.4M - $11M
177K $19M
Oct 17, 2022 Q3 2022
Strategic Equity Management

BUY
 -
99K
New
$10.2M - $10.7M
99K $10.6M
Nov 07, 2022 Q3 2022
Forum Financial Management, LP

Lombard, IL
BUY
 -
98.7K
+ 103.72%
$10.1M - $10.7M
194K $20.9M
Nov 15, 2022 Q3 2022
Alliancebernstein L.P.

New York, NY
BUY
 -
95.8K
+ 60.05%
$9.82M - $10.4M
255K $27.5M
Nov 14, 2022 Q3 2022
One Capital Management, LLC

Westlake Village, CA
BUY
 -
89K
+ 40.93%
$9.13M - $9.67M
307K $33M
Nov 08, 2022 Q3 2022
Lebenthal Global Advisors, LLC

BUY
 -
86.4K
New
$8.86M - $9.38M
86.4K $9.29M
Nov 07, 2022 Q3 2022
Pallas Capital Advisors LLC

Braintree, MA
BUY
 -
86.3K
New
$8.85M - $9.37M
86.3K $9.29M
Nov 14, 2022 Q3 2022
Wetherby Asset Management Inc

San Francisco, CA
BUY
 -
80.9K
New
$8.3M - $8.79M
80.9K $8.7M
Nov 07, 2022 Q3 2022
Parsec Financial Management, Inc.

BUY
 -
80.6K
+ 273.34%
$8.26M - $8.75M
110K $11.8M
Nov 14, 2022 Q3 2022
Keebeck Wealth Management, LLC

Chicago, IL
BUY
 -
78.5K
+ 555.74%
$8.05M - $8.52M
92.6K $9.96M
Nov 15, 2022 Q3 2022
Aspireon Wealth Advisors

BUY
 -
78.4K
+ 469.49%
$8.04M - $8.51M
95.1K $10.2M
Oct 04, 2022 Q3 2022
First Financial Bank Trust Division

Hamilton, OH
BUY
 -
78.1K
New
$8.01M - $8.48M
78.1K $8.4M
Oct 18, 2022 Q3 2022
Allworth Financial LP

BUY
 -
76.8K
+ 34.65%
$7.87M - $8.34M
298K $32.1M
Nov 14, 2022 Q3 2022
Lpl Financial LLC

Fort Mill, SC
BUY
 -
76.8K
+ 2.37%
$7.87M - $8.34M
3.31M $356M
Nov 14, 2022 Q3 2022
Wealthsource Partners, LLC

BUY
 -
76K
+ 159.9%
$7.8M - $8.26M
124K $13.3M
Nov 14, 2022 Q3 2022
Royal Bank Of Canada

Toronto, A6
BUY
 -
76K
+ 6.67%
$7.79M - $8.25M
1.22M $131M
Nov 14, 2022 Q3 2022
Wealthcare Advisory Partners LLC

West Chester, PA
BUY
 -
75.9K
+ 19.57%
$7.78M - $8.24M
464K $49.9M

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