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 10, 2022
Q3 2022
|
Jsf Financial, LLC
|
BUY
|
- |
75.8KNew |
$7.78M - $8.23M
|
75.8K
$8.16M
|
|
|
Nov 09, 2022
Q3 2022
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
72.5KNew |
$7.44M - $7.87M
|
72.5K
$7.8M
|
|
|
Oct 11, 2022
Q3 2022
|
West Financial Advisors, LLC
|
BUY
|
- |
72.1K+ 28.92% |
$7.39M - $7.83M
|
321K
$34.6M
|
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
67.2K+ 44.41% |
$6.89M - $7.29M
|
218K
$23.5M
|
|
|
Oct 19, 2022
Q3 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
65.8K+ 483.53% |
$6.74M - $7.14M
|
79.3K
$8.54M
|
|
|
Nov 04, 2022
Q3 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
65.6K+ 45.09% |
$6.73M - $7.12M
|
211K
$22.7M
|
|
|
Nov 03, 2022
Q3 2022
|
Life Pro Asset Management
|
BUY
|
- |
60.9KNew |
$6.25M - $6.62M
|
60.9K
$6.56M
|
|
|
Nov 16, 2022
Q3 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
60.6KNew |
$6.21M - $6.58M
|
60.6K
$6.52M
|
|
|
Oct 27, 2022
Q3 2022
|
Asio Capital, LLC
|
BUY
|
- |
60.4K+ 721.64% |
$6.19M - $6.56M
|
68.7K
$7.4M
|
|
|
Nov 08, 2022
Q3 2022
|
Old National Bancorp
|
BUY
|
- |
59.7KNew |
$6.12M - $6.48M
|
59.7K
$6.42M
|
|
|
Nov 14, 2022
Q3 2022
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
59.3K+ 132.75% |
$6.08M - $6.44M
|
104K
$11.2M
|
|
|
Oct 27, 2022
Q3 2022
|
Slow Capital, Inc.
|
BUY
|
- |
59.2K+ 96.86% |
$6.07M - $6.43M
|
120K
$12.9M
|
|
|
Nov 01, 2022
Q3 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
57.7K+ 9.76% |
$5.92M - $6.27M
|
649K
$69.8M
|
|
|
Oct 18, 2022
Q3 2022
|
Elm Partners Management LLC
|
BUY
|
- |
55.7K+ 70.4% |
$5.72M - $6.05M
|
135K
$14.5M
|
|
|
Nov 01, 2022
Q3 2022
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
55.6K+ 131.7% |
$5.7M - $6.03M
|
97.8K
$10.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
54.5K+ 12.96% |
$5.59M - $5.91M
|
475K
$51.1M
|
|
|
Oct 27, 2022
Q3 2022
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
54.2K+ 226.04% |
$5.56M - $5.89M
|
78.2K
$8.42M
|
|
|
Oct 12, 2022
Q3 2022
|
Sns Financial Group, LLC
|
BUY
|
- |
52.9K+ 40.46% |
$5.42M - $5.74M
|
184K
$19.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
51.8K+ 231.84% |
$5.31M - $5.63M
|
74.1K
$7.98M
|
|
|
Nov 14, 2022
Q3 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
51.7K+ 4.96% |
$5.3M - $5.61M
|
1.09M
$118M
|
|
|
Nov 02, 2022
Q3 2022
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
50.5K+ 6825.68% |
$5.18M - $5.48M
|
51.3K
$5.51M
|
|
|
Oct 20, 2022
Q3 2022
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
49.2K+ 33.74% |
$5.04M - $5.34M
|
195K
$21M
|
|
|
Nov 08, 2022
Q3 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
48.6K+ 43.53% |
$4.98M - $5.27M
|
160K
$17.2M
|
|
|
Oct 25, 2022
Q3 2022
|
Orgel Wealth Management, LLC
|
BUY
|
- |
46.9K+ 873.78% |
$4.81M - $5.09M
|
52.3K
$5.62M
|
|
|
Nov 08, 2022
Q3 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
46.5K+ 10.47% |
$4.77M - $5.05M
|
491K
$52.8M
|
|
|
Nov 10, 2022
Q3 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
46.3K+ 39603.42% |
$4.75M - $5.03M
|
46.5K
$5M
|
|
|
Oct 21, 2022
Q3 2022
|
Hengehold Capital Management LLC
|
BUY
|
- |
46.2K+ 185.5% |
$4.74M - $5.02M
|
71.1K
$7.65M
|
|
|
Nov 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
46.1K+ 37.22% |
$4.73M - $5.01M
|
170K
$18.3M
|
|
|
Oct 12, 2022
Q3 2022
|
Acropolis Investment Management, LLC
|
BUY
|
- |
43.4K+ 1393.32% |
$4.45M - $4.71M
|
46.5K
$5.01M
|
|
|
Nov 14, 2022
Q3 2022
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
42.6K+ 108.7% |
$4.37M - $4.62M
|
81.8K
$8.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
42.1K+ 3.79% |
$4.31M - $4.57M
|
1.15M
$124M
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
41.7KNew |
$4.27M - $4.52M
|
41.7K
$4.48M
|
|
|
Oct 27, 2022
Q3 2022
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
41.2K+ 1997.14% |
$4.23M - $4.48M
|
43.3K
$4.66M
|
|
|
Oct 17, 2022
Q3 2022
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
40.5K+ 29.19% |
$4.15M - $4.39M
|
179K
$19.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
40.3K+ 14.74% |
$4.13M - $4.37M
|
313K
$33.7M
|
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
40.2K+ 25.22% |
$4.13M - $4.37M
|
200K
$21.5M
|
|
|
Oct 25, 2022
Q3 2022
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
40KNew |
$4.1M - $4.35M
|
40K
$4.31M
|
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
39.4K+ 5.94% |
$4.04M - $4.28M
|
702K
$75.5M
|
|
|
Oct 28, 2022
Q3 2022
|
Tiedemann Advisors, LLC
|
BUY
|
- |
39.4K+ 96.66% |
$4.04M - $4.28M
|
80.1K
$8.62M
|
|
|
Nov 14, 2022
Q3 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
38.2K+ 10.74% |
$3.92M - $4.15M
|
394K
$42.4M
|
|
|
Oct 23, 2023
Q3 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
38.2K+ 10.74% |
$3.92M - $4.15M
|
394K
$42.4M
|
|
|
Oct 19, 2022
Q3 2022
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
37.5K+ 2276.17% |
$3.85M - $4.08M
|
39.2K
$4.22M
|
|
|
Nov 14, 2022
Q3 2022
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
36.7KNew |
$3.77M - $3.99M
|
36.7K
$3.95M
|
|
|
Nov 01, 2022
Q3 2022
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
36.5KNew |
$3.74M - $3.96M
|
36.5K
$3.92M
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
36.3K+ 19.48% |
$3.72M - $3.94M
|
223K
$24M
|
|
|
Oct 24, 2022
Q3 2022
|
Forte Asset Management LLC
|
BUY
|
- |
34.8K+ 144.78% |
$3.57M - $3.78M
|
58.8K
$6.33M
|
|
|
Nov 10, 2022
Q3 2022
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
34.6K+ 64.53% |
$3.54M - $3.75M
|
88.1K
$9.48M
|
|
|
Nov 09, 2022
Q3 2022
|
Sws Partners
|
BUY
|
- |
33.4KNew |
$3.42M - $3.62M
|
33.4K
$3.59M
|
|
|
Oct 28, 2022
Q3 2022
|
Brightworth
|
BUY
|
- |
33.2KNew |
$3.4M - $3.6M
|
33.2K
$3.57M
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
33K+ 30.76% |
$3.38M - $3.58M
|
140K
$15.1M
|