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 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-35.3K- 19.27% |
$3.62M - $3.83M
|
148K
$15.9M
|
|
|
Oct 19, 2022
Q3 2022
|
Wealth Cmt
|
SELL
|
- |
-38.3K- 31.82% |
$3.93M - $4.16M
|
82.1K
$8.83M
|
|
|
Nov 14, 2022
Q3 2022
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-38.4K- 92.57% |
$3.94M - $4.17M
|
3.08K
$331K
|
|
|
Nov 01, 2022
Q3 2022
|
Investment Management Associates Inc
|
SELL
|
- |
-39.5K- 75.05% |
$4.05M - $4.29M
|
13.1K
$1.41M
|
|
|
Nov 08, 2022
Q3 2022
|
Robinson Capital Management, LLC
|
SELL
|
- |
-39.9K- 49.94% |
$4.09M - $4.33M
|
40K
$4.3M
|
|
|
Oct 24, 2022
Q3 2022
|
Calamos Wealth Management LLC
|
SELL
|
- |
-43.2K- 44.37% |
$4.43M - $4.7M
|
54.2K
$5.83M
|
|
|
Oct 24, 2022
Q3 2022
|
First Ascent Asset Management, LLC
|
SELL
|
- |
-43.7K- 83.25% |
$4.48M - $4.74M
|
8.79K
$945K
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-43.7K- 37.42% |
$4.48M - $4.75M
|
73.1K
$7.86M
|
|
|
Nov 01, 2022
Q3 2022
|
Sheets Smith Wealth Management
|
SELL
|
- |
-44.3K- 38.9% |
$4.54M - $4.81M
|
69.5K
$7.48M
|
|
|
Nov 07, 2022
Q3 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-45.3K- 29.66% |
$4.65M - $4.92M
|
107K
$11.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-45.4K- 25.92% |
$4.66M - $4.94M
|
130K
$14M
|
|
|
Nov 14, 2022
Q3 2022
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-46K- 42.91% |
$4.72M - $5M
|
61.2K
$6.58M
|
|
|
Nov 14, 2022
Q3 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-46.4KClosed |
$4.76M - $5.04M
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-47.9K- 4.54% |
$4.91M - $5.2M
|
1.01M
$108M
|
|
|
Nov 15, 2022
Q3 2022
|
Entrust Global Partners L L C
New York, NY |
SELL
|
- |
-49.2K- 40.14% |
$5.05M - $5.35M
|
73.4K
$7.9M
|
|
|
Oct 21, 2022
Q3 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-49.5K- 10.56% |
$5.07M - $5.37M
|
419K
$45.1M
|
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-54K- 25.95% |
$5.54M - $5.87M
|
154K
$16.6M
|
|
|
Nov 09, 2022
Q3 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-55.4K- 72.01% |
$5.68M - $6.02M
|
21.5K
$2.32M
|
|
|
Nov 08, 2022
Q3 2022
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-56.5K- 68.16% |
$5.79M - $6.13M
|
26.4K
$2.84M
|
|
|
Nov 14, 2022
Q3 2022
|
Portfolio Solutions, LLC
Troy, MI |
SELL
|
- |
-56.5K- 44.57% |
$5.8M - $6.14M
|
70.3K
$7.56M
|
|
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
SELL
|
- |
-57.2K- 7.96% |
$5.87M - $6.21M
|
662K
$71.2M
|
|
|
Oct 27, 2022
Q3 2022
|
Founders Financial Securities LLC
|
SELL
|
- |
-57.7K- 88.22% |
$5.92M - $6.26M
|
7.7K
$828K
|
|
|
Nov 14, 2022
Q3 2022
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-57.7K- 88.41% |
$5.92M - $6.26M
|
7.56K
$813K
|
|
|
Nov 01, 2022
Q3 2022
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-58.4K- 84.0% |
$5.99M - $6.34M
|
11.1K
$1.2M
|
|
|
Nov 16, 2022
Q3 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-59.5K- 11.04% |
$6.1M - $6.46M
|
479K
$51.5M
|
|
|
Oct 17, 2022
Q3 2022
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-60.8K- 49.99% |
$6.23M - $6.6M
|
60.8K
$6.54M
|
|
|
Nov 15, 2022
Q3 2022
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-65.9K- 92.7% |
$6.76M - $7.16M
|
5.19K
$558K
|
|
|
Nov 14, 2022
Q3 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-67.7K- 52.31% |
$6.94M - $7.35M
|
61.7K
$6.64M
|
|
|
Oct 27, 2022
Q3 2022
|
Us Bancorp \De\
|
SELL
|
- |
-71.4K- 3.2% |
$7.32M - $7.75M
|
2.16M
$232M
|
|
|
Oct 13, 2022
Q3 2022
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-76K- 61.55% |
$7.79M - $8.25M
|
47.5K
$5.1M
|
|
|
Nov 18, 2022
Q3 2022
|
Aspireon Wealth Advisors
|
SELL
|
- |
-80.6K- 84.77% |
$8.26M - $8.75M
|
14.5K
$1.56M
|
|
|
Oct 21, 2022
Q3 2022
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-81.9K- 31.98% |
$8.4M - $8.89M
|
174K
$18.7M
|
|
|
Oct 17, 2022
Q3 2022
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-82.5K- 85.85% |
$8.46M - $8.96M
|
13.6K
$1.46M
|
|
|
Mar 23, 2023
Q3 2022
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-84.7K- 72.48% |
$8.69M - $9.2M
|
32.2K
$3.46M
|
|
|
Nov 14, 2022
Q3 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-86.5K- 68.97% |
$8.87M - $9.39M
|
38.9K
$4.19M
|
|
|
Dec 02, 2022
Q3 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-89.8K- 21.1% |
$9.21M - $9.75M
|
336K
$36.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-94.4K- 6.38% |
$9.68M - $10.3M
|
1.38M
$149M
|
|
|
Nov 14, 2022
Q3 2022
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-95.3K- 60.88% |
$9.78M - $10.4M
|
61.3K
$6.59M
|
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-97.4K- 16.44% |
$9.99M - $10.6M
|
495K
$53.2M
|
|
|
Oct 25, 2022
Q3 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-98K- 35.24% |
$10M - $10.6M
|
180K
$19.4M
|
|
|
Oct 17, 2022
Q3 2022
|
Axiom Financial Strategies, LLC
New Albany, IN |
SELL
|
- |
-102K- 96.75% |
$10.4M - $11M
|
3.41K
$367K
|
|
|
Nov 09, 2022
Q3 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-106K- 59.3% |
$10.9M - $11.6M
|
73K
$7.86M
|
|
|
Nov 14, 2022
Q3 2022
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-121K- 46.34% |
$12.4M - $13.1M
|
140K
$15M
|
|
|
Nov 10, 2022
Q3 2022
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-122K- 44.99% |
$12.6M - $13.3M
|
150K
$16.1M
|
|
|
Oct 28, 2022
Q3 2022
|
Aspiriant, LLC
|
SELL
|
- |
-124K- 28.95% |
$12.7M - $13.5M
|
304K
$32.7M
|
|
|
Nov 04, 2022
Q3 2022
|
Cx Institutional
|
SELL
|
- |
-143K- 43.06% |
$14.6M - $15.5M
|
188K
$20.3M
|
|
|
Jan 19, 2023
Q3 2022
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-146K- 95.49% |
$15M - $15.8M
|
6.89K
$741K
|
|
|
Oct 24, 2022
Q3 2022
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-153K- 87.18% |
$15.7M - $16.6M
|
22.5K
$2.42M
|
|
|
Nov 09, 2022
Q3 2022
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-156K- 98.7% |
$16M - $16.9M
|
2.04K
$220K
|
|
|
Oct 13, 2022
Q3 2022
|
Foster Group, Inc.
|
SELL
|
- |
-156K- 14.92% |
$16M - $17M
|
890K
$95.7M
|