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 08, 2022
Q3 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-431- 4.25% |
$44.2K - $46.8K
|
9.72K
$1.05M
|
|
|
Oct 20, 2022
Q3 2022
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-435- 4.59% |
$44.6K - $47.2K
|
9.05K
$973K
|
|
|
Nov 14, 2022
Q3 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-435- 1.39% |
$44.6K - $47.2K
|
30.8K
$3.31M
|
|
|
Nov 14, 2022
Q3 2022
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-435- 17.79% |
$44.6K - $47.2K
|
2.01K
$216K
|
|
|
Oct 24, 2022
Q3 2022
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-441- 7.51% |
$45.2K - $47.9K
|
5.43K
$584K
|
|
|
Nov 10, 2022
Q3 2022
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-443- 24.0% |
$45.4K - $48.1K
|
1.4K
$151K
|
|
|
Nov 04, 2022
Q3 2022
|
Xml Financial, LLC
|
SELL
|
- |
-448- 0.64% |
$45.9K - $48.6K
|
69.2K
$7.44M
|
|
|
Nov 14, 2022
Q3 2022
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-451- 3.85% |
$46.3K - $49K
|
11.3K
$1.21M
|
|
|
Nov 10, 2022
Q3 2022
|
Concord Wealth Partners
|
SELL
|
- |
-452- 1.83% |
$46.4K - $49.1K
|
24.2K
$2.61M
|
|
|
Oct 14, 2022
Q3 2022
|
Paragon Capital Management LTD
|
SELL
|
- |
-460- 4.05% |
$47.2K - $50K
|
10.9K
$1.17M
|
|
|
Oct 27, 2022
Q3 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-479- 6.29% |
$49.1K - $52K
|
7.13K
$767K
|
|
|
Oct 05, 2022
Q3 2022
|
Engrave Wealth Partners LLC
|
SELL
|
- |
-510- 2.74% |
$52.3K - $55.4K
|
18.1K
$1.95M
|
|
|
Oct 25, 2022
Q3 2022
|
Hartford Financial Management Inc.
|
SELL
|
- |
-515- 5.35% |
$52.8K - $55.9K
|
9.12K
$981K
|
|
|
Oct 25, 2022
Q3 2022
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-520- 92.69% |
$53.3K - $56.5K
|
41
$4.41K
|
|
|
Nov 09, 2022
Q3 2022
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-524- 15.56% |
$53.7K - $56.9K
|
2.84K
$306K
|
|
|
Nov 14, 2022
Q3 2022
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-525- 15.89% |
$53.8K - $57K
|
2.78K
$299K
|
|
|
Nov 09, 2022
Q3 2022
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-531- 13.62% |
$54.5K - $57.7K
|
3.37K
$362K
|
|
|
Nov 14, 2022
Q3 2022
|
Axiom Investment Management LLC
New York, NY |
SELL
|
- |
-542- 7.1% |
$55.6K - $58.9K
|
7.09K
$763K
|
|
|
Nov 10, 2022
Q3 2022
|
Biltmore Family Office, LLC
|
SELL
|
- |
-550- 2.19% |
$56.4K - $59.7K
|
24.6K
$2.65M
|
|
|
Nov 14, 2022
Q3 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-556- 10.75% |
$57K - $60.4K
|
4.61K
$496K
|
|
|
Nov 14, 2022
Q3 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-561- 13.57% |
$57.5K - $60.9K
|
3.57K
$384K
|
|
|
Nov 15, 2022
Q3 2022
|
Wealth Advisors Of Iowa, LLC
|
SELL
|
- |
-563- 5.68% |
$57.7K - $61.1K
|
9.35K
$1.01M
|
|
|
Nov 07, 2022
Q3 2022
|
Comerica Securities,Inc.
|
SELL
|
- |
-583- 1.39% |
$59.8K - $63.3K
|
41.5K
$4.46M
|
|
|
Nov 10, 2022
Q3 2022
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-588- 7.14% |
$60.3K - $63.9K
|
7.65K
$823K
|
|
|
Nov 14, 2022
Q3 2022
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-590- 12.02% |
$60.5K - $64.1K
|
4.32K
$465K
|
|
|
Oct 20, 2022
Q3 2022
|
Consilio Wealth Advisors, LLC
|
SELL
|
- |
-595- 3.42% |
$61K - $64.6K
|
16.8K
$1.81M
|
|
|
Nov 08, 2022
Q3 2022
|
Alpha Centric Advisors LLC
San Juan, PR |
SELL
|
- |
-600Closed |
$61.5K - $65.2K
|
0
$0
|
|
|
Nov 08, 2022
Q3 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-609- 20.18% |
$62.5K - $66.1K
|
2.41K
$259K
|
|
|
Oct 13, 2022
Q3 2022
|
Range Financial Group LLC
|
SELL
|
- |
-610- 17.81% |
$62.6K - $66.2K
|
2.82K
$303K
|
|
|
Oct 20, 2022
Q3 2022
|
First Premier Bank
|
SELL
|
- |
-625- 69.44% |
$64.1K - $67.9K
|
275
$29.6K
|
|
|
Oct 17, 2022
Q3 2022
|
My Legacy Advisors, LLC
|
SELL
|
- |
-628- 2.1% |
$64.4K - $68.2K
|
29.3K
$3.15M
|
|
|
Dec 06, 2022
Q3 2022
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-630- 6.6% |
$64.6K - $68.4K
|
8.91K
$959K
|
|
|
Oct 24, 2022
Q3 2022
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-642- 20.28% |
$65.8K - $69.7K
|
2.52K
$271K
|
|
|
Oct 27, 2022
Q3 2022
|
Hollencrest Capital Management
|
SELL
|
- |
-644- 13.87% |
$66K - $69.9K
|
4K
$430K
|
|
|
Oct 24, 2022
Q3 2022
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-650- 3.57% |
$66.7K - $70.6K
|
17.6K
$1.89M
|
|
|
Oct 29, 2024
Q3 2022
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-650- 38.24% |
$66.7K - $70.6K
|
1.05K
$113K
|
|
|
Nov 14, 2022
Q3 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-661- 9.62% |
$67.8K - $71.8K
|
6.21K
$668K
|
|
|
Nov 14, 2022
Q3 2022
|
Solidarilty Wealth, LLC
Lehi, UT |
SELL
|
- |
-665- 7.75% |
$68.2K - $72.2K
|
7.91K
$851K
|
|
|
Jan 03, 2023
Q3 2022
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-665- 8.78% |
$68.2K - $72.2K
|
6.91K
$743K
|
|
|
Oct 18, 2022
Q3 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-673- 39.75% |
$69K - $73.1K
|
1.02K
$110K
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-676- 4.99% |
$69.3K - $73.4K
|
12.9K
$1.38M
|
|
|
Nov 04, 2022
Q3 2022
|
Detalus Advisors, LLC
|
SELL
|
- |
-687- 7.97% |
$70.5K - $74.6K
|
7.94K
$854K
|
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
SELL
|
- |
-700- 64.16% |
$71.8K - $76K
|
391
$42.1K
|
|
|
Oct 04, 2022
Q3 2022
|
Boltwood Capital Management
|
SELL
|
- |
-715- 22.14% |
$73.3K - $77.6K
|
2.52K
$270K
|
|
|
Oct 31, 2022
Q3 2022
|
First National Bank Of South Miami
|
SELL
|
- |
-725- 2.74% |
$74.3K - $78.7K
|
25.7K
$2.76M
|
|
|
Oct 11, 2022
Q3 2022
|
Advisory Resource Group
|
SELL
|
- |
-731- 5.13% |
$75K - $79.4K
|
13.5K
$1.45M
|
|
|
Oct 06, 2022
Q3 2022
|
Uma Financial Services, Inc.
|
SELL
|
- |
-745- 5.99% |
$76.4K - $80.9K
|
11.7K
$1.26M
|
|
|
Nov 14, 2022
Q3 2022
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-759- 7.65% |
$77.8K - $82.4K
|
9.17K
$986K
|
|
|
Oct 18, 2022
Q3 2022
|
Sabal Trust CO
|
SELL
|
- |
-760- 17.8% |
$77.9K - $82.5K
|
3.51K
$378K
|
|
|
Oct 26, 2022
Q3 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-766- 9.71% |
$78.6K - $83.2K
|
7.12K
$766K
|