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
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-12.9K- 29.83% |
$1.32M - $1.4M
|
30.4K
$3.27M
|
|
Nov 14, 2022
Q3 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-13.4K- 13.56% |
$1.38M - $1.46M
|
85.7K
$9.22M
|
|
Nov 08, 2022
Q3 2022
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-13.5KClosed |
$1.38M - $1.46M
|
0
$0
|
|
Nov 14, 2022
Q3 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-13.5K- 56.52% |
$1.39M - $1.47M
|
10.4K
$1.12M
|
|
Oct 27, 2022
Q3 2022
|
Alley Investment Management Company, LLC
|
SELL
|
- |
-13.6K- 12.4% |
$1.4M - $1.48M
|
96.2K
$10.3M
|
|
Nov 09, 2022
Q3 2022
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-13.8K- 84.8% |
$1.41M - $1.49M
|
2.47K
$265K
|
|
Oct 20, 2022
Q3 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-13.9K- 44.39% |
$1.42M - $1.5M
|
17.4K
$1.87M
|
|
Nov 02, 2022
Q3 2022
|
Auxano Advisors, LLC
|
SELL
|
- |
-14K- 46.98% |
$1.44M - $1.52M
|
15.8K
$1.7M
|
|
Nov 01, 2022
Q3 2022
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-14.1K- 25.11% |
$1.45M - $1.54M
|
42.2K
$4.54M
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-14.3K- 0.71% |
$1.46M - $1.55M
|
1.99M
$214M
|
|
Nov 01, 2022
Q3 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-15.1K- 16.64% |
$1.55M - $1.64M
|
75.7K
$8.14M
|
|
Oct 17, 2022
Q3 2022
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-15.2K- 69.14% |
$1.56M - $1.65M
|
6.77K
$729K
|
|
Oct 31, 2022
Q3 2022
|
Merit Financial Group, LLC
|
SELL
|
- |
-15.2K- 36.11% |
$1.56M - $1.65M
|
26.9K
$2.89M
|
|
Nov 03, 2022
Q3 2022
|
Cypress Capital Management LLC
Greenville, DE |
SELL
|
- |
-15.4K- 67.35% |
$1.58M - $1.67M
|
7.48K
$804K
|
|
Nov 09, 2022
Q3 2022
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-16K- 18.32% |
$1.64M - $1.73M
|
71.2K
$7.65M
|
|
Nov 10, 2022
Q3 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-16K- 47.56% |
$1.64M - $1.74M
|
17.7K
$1.9M
|
|
Nov 14, 2022
Q3 2022
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-16.5K- 43.16% |
$1.69M - $1.79M
|
21.7K
$2.33M
|
|
Oct 13, 2022
Q3 2022
|
Retirement Planning Group
|
SELL
|
- |
-16.5K- 53.3% |
$1.7M - $1.8M
|
14.5K
$1.56M
|
|
Oct 07, 2022
Q3 2022
|
Roth Financial Partners LLC
|
SELL
|
- |
-16.7K- 66.55% |
$1.71M - $1.81M
|
8.38K
$901K
|
|
Nov 10, 2022
Q3 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-16.7K- 54.42% |
$1.72M - $1.82M
|
14K
$1.51M
|
|
Nov 09, 2022
Q3 2022
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-16.9K- 76.62% |
$1.73M - $1.83M
|
5.15K
$554K
|
|
Oct 11, 2022
Q3 2022
|
Burt Wealth Advisors
|
SELL
|
- |
-17K- 17.32% |
$1.75M - $1.85M
|
81.4K
$8.75M
|
|
Nov 14, 2022
Q3 2022
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-17.3K- 35.47% |
$1.77M - $1.87M
|
31.4K
$3.38M
|
|
Nov 09, 2022
Q3 2022
|
Jacobson & Schmitt Advisors, LLC
|
SELL
|
- |
-17.4K- 36.78% |
$1.78M - $1.89M
|
29.9K
$3.22M
|
|
Nov 10, 2022
Q3 2022
|
Stokes Family Office, LLC
|
SELL
|
- |
-17.5K- 51.03% |
$1.8M - $1.9M
|
16.8K
$1.81M
|
|
Oct 27, 2022
Q3 2022
|
Riverview Trust CO
|
SELL
|
- |
-18K- 97.31% |
$1.85M - $1.96M
|
499
$53.7K
|
|
Nov 02, 2022
Q3 2022
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-18.6K- 51.04% |
$1.91M - $2.02M
|
17.8K
$1.92M
|
|
Oct 28, 2022
Q3 2022
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-19K- 78.9% |
$1.95M - $2.06M
|
5.07K
$546K
|
|
Oct 12, 2022
Q3 2022
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-19.6K- 56.14% |
$2.01M - $2.13M
|
15.3K
$1.64M
|
|
Nov 15, 2022
Q3 2022
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-21.2K- 47.3% |
$2.18M - $2.31M
|
23.7K
$2.55M
|
|
Oct 20, 2022
Q3 2022
|
Moller Financial Services
|
SELL
|
- |
-21.3K- 60.75% |
$2.18M - $2.31M
|
13.7K
$1.48M
|
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
SELL
|
- |
-21.4K- 75.31% |
$2.19M - $2.32M
|
7K
$753K
|
|
Nov 07, 2022
Q3 2022
|
Laird Norton Trust Company, LLC
|
SELL
|
- |
-21.6K- 8.44% |
$2.22M - $2.35M
|
234K
$25.2M
|
|
Oct 17, 2022
Q3 2022
|
One Advisory Partners, LLC
|
SELL
|
- |
-24.1K- 44.31% |
$2.47M - $2.61M
|
30.2K
$3.25M
|
|
Nov 14, 2022
Q3 2022
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-24.9K- 37.36% |
$2.55M - $2.7M
|
41.7K
$4.49M
|
|
Oct 06, 2022
Q3 2022
|
Legacy Private Trust Co.
|
SELL
|
- |
-25K- 15.69% |
$2.56M - $2.71M
|
134K
$14.4M
|
|
Oct 17, 2022
Q3 2022
|
New Potomac Partners, LLC
|
SELL
|
- |
-25K- 90.58% |
$2.57M - $2.72M
|
2.6K
$280K
|
|
Oct 26, 2022
Q3 2022
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-25K- 7.39% |
$2.57M - $2.72M
|
314K
$33.8M
|
|
Nov 03, 2022
Q3 2022
|
Advisor Os, LLC
|
SELL
|
- |
-25.8K- 70.22% |
$2.65M - $2.8M
|
11K
$1.18M
|
|
Nov 14, 2022
Q3 2022
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-26.6K- 62.98% |
$2.72M - $2.88M
|
15.6K
$1.68M
|
|
Oct 27, 2022
Q3 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-27.2K- 17.2% |
$2.79M - $2.95M
|
131K
$14.1M
|
|
Nov 02, 2022
Q3 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-27.7K- 24.02% |
$2.84M - $3.01M
|
87.6K
$9.42M
|
|
Oct 18, 2022
Q3 2022
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-27.8K- 55.1% |
$2.85M - $3.01M
|
22.6K
$2.43M
|
|
Jan 24, 2023
Q3 2022
|
Caprin Asset Management LLC
Henrico, VA |
SELL
|
- |
-28.5K- 15.77% |
$2.92M - $3.09M
|
152K
$16.4M
|
|
Oct 25, 2022
Q3 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-28.9K- 5.68% |
$2.96M - $3.14M
|
480K
$51.7M
|
|
Nov 14, 2022
Q3 2022
|
Wealthfront Advisers LLC
|
SELL
|
- |
-30.2K- 32.41% |
$3.09M - $3.27M
|
62.9K
$6.76M
|
|
Feb 13, 2023
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-30.5K- 17.95% |
$3.13M - $3.31M
|
140K
$15M
|
|
Nov 03, 2022
Q3 2022
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-30.8K- 66.24% |
$3.16M - $3.34M
|
15.7K
$1.69M
|
|
Nov 03, 2022
Q3 2022
|
Lincoln National Corp
|
SELL
|
- |
-31.9K- 35.3% |
$3.27M - $3.46M
|
58.5K
$6.29M
|
|
Nov 07, 2022
Q3 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-32.4K- 79.41% |
$3.33M - $3.52M
|
8.42K
$905K
|