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 |
---|---|---|---|---|---|---|---|
Oct 11, 2022
Q3 2022
|
Fc Advisory LLC
|
BUY
|
- |
3.63K+ 61.92% |
$372K - $394K
|
9.49K
$1.02M
|
|
Nov 09, 2022
Q3 2022
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
3.62K+ 130.7% |
$372K - $393K
|
6.4K
$688K
|
|
Oct 24, 2022
Q3 2022
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
3.53K+ 3.42% |
$361K - $383K
|
107K
$11.5M
|
|
Nov 14, 2022
Q3 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
3.51KNew |
$360K - $381K
|
3.51K
$377K
|
|
Oct 03, 2022
Q3 2022
|
Wedmont Private Capital
|
BUY
|
- |
3.46K+ 5.11% |
$354K - $375K
|
71.1K
$7.65M
|
|
Nov 01, 2022
Q3 2022
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
3.37KNew |
$346K - $366K
|
3.37K
$362K
|
|
Nov 07, 2022
Q3 2022
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
3.36KNew |
$344K - $364K
|
3.36K
$361K
|
|
Dec 01, 2022
Q3 2022
|
Insight Wealth Partners, LLC
|
BUY
|
- |
3.34K+ 19.44% |
$343K - $363K
|
20.5K
$2.21M
|
|
Nov 10, 2022
Q3 2022
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.34K+ 19.87% |
$342K - $362K
|
20.1K
$2.16M
|
|
Oct 20, 2022
Q3 2022
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
3.33K+ 45.26% |
$341K - $361K
|
10.7K
$1.15M
|
|
Nov 04, 2022
Q3 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
3.31K+ 23.4% |
$339K - $359K
|
17.5K
$1.88M
|
|
Nov 14, 2022
Q3 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
3.26K+ 12.48% |
$334K - $354K
|
29.4K
$3.16M
|
|
Nov 07, 2022
Q3 2022
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
3.23K+ 67.08% |
$331K - $351K
|
8.04K
$865K
|
|
Oct 13, 2022
Q3 2022
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
3.17K+ 34.42% |
$325K - $345K
|
12.4K
$1.33M
|
|
Nov 08, 2022
Q3 2022
|
Accredited Investors Inc.
|
BUY
|
- |
3.07KNew |
$315K - $333K
|
3.07K
$330K
|
|
Oct 26, 2022
Q3 2022
|
F3 Logic, LLC
|
BUY
|
- |
3.03K+ 131.0% |
$311K - $329K
|
5.34K
$575K
|
|
Oct 26, 2022
Q3 2022
|
Wade Financial Advisory, Inc
|
BUY
|
- |
3.01K+ 26.01% |
$309K - $327K
|
14.6K
$1.57M
|
|
Oct 13, 2022
Q3 2022
|
Brookstone Capital Management
|
BUY
|
- |
3.01K+ 8.64% |
$308K - $326K
|
37.8K
$4.06M
|
|
Nov 14, 2022
Q3 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
2.92KNew |
$299K - $317K
|
2.92K
$314K
|
|
Nov 03, 2022
Q3 2022
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
2.89K+ 16.65% |
$296K - $313K
|
20.2K
$2.18M
|
|
Nov 08, 2022
Q3 2022
|
Spearhead Capital Advisors, LLC
Wellington, FL |
BUY
|
- |
2.87K+ 142.31% |
$294K - $312K
|
4.89K
$525K
|
|
Oct 12, 2022
Q3 2022
|
Stone House Investment Management, LLC
|
BUY
|
- |
2.85K+ 39.42% |
$292K - $309K
|
10.1K
$1.08M
|
|
Nov 14, 2022
Q3 2022
|
Meridian Wealth Management, LLC
|
BUY
|
- |
2.84K+ 35.53% |
$292K - $309K
|
10.8K
$1.17M
|
|
Nov 14, 2022
Q3 2022
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
2.83KNew |
$290K - $307K
|
2.83K
$304K
|
|
Nov 08, 2022
Q3 2022
|
Cambria Investment Management, L.P.
|
BUY
|
- |
2.75K+ 26.01% |
$282K - $299K
|
13.3K
$1.43M
|
|
Oct 13, 2022
Q3 2022
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
2.75K+ 24.85% |
$282K - $299K
|
13.8K
$1.49M
|
|
Oct 12, 2022
Q3 2022
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
2.75K+ 9.1% |
$282K - $299K
|
33K
$3.55M
|
|
Nov 03, 2022
Q3 2022
|
Stone Point Wealth LLC
|
BUY
|
- |
2.73K+ 56.27% |
$280K - $297K
|
7.58K
$816K
|
|
Oct 18, 2022
Q3 2022
|
Intergy Private Wealth, LLC
|
BUY
|
- |
2.68KNew |
$275K - $291K
|
2.68K
$288K
|
|
Oct 25, 2022
Q3 2022
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
2.66K+ 56.74% |
$273K - $289K
|
7.36K
$791K
|
|
Oct 24, 2022
Q3 2022
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
2.63KNew |
$270K - $285K
|
2.63K
$283K
|
|
Nov 22, 2022
Q3 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.61K+ 13.66% |
$268K - $284K
|
21.7K
$2.34M
|
|
Nov 14, 2022
Q3 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2.48K+ 14.89% |
$254K - $269K
|
19.1K
$2.05M
|
|
Jan 04, 2023
Q3 2022
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
2.46KNew |
$252K - $267K
|
2.46K
$265K
|
|
Oct 26, 2022
Q3 2022
|
Kwmg, LLC
|
BUY
|
- |
2.45K+ 13.09% |
$252K - $266K
|
21.2K
$2.28M
|
|
Nov 14, 2022
Q3 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
2.45KNew |
$251K - $266K
|
2.45K
$263K
|
|
Nov 14, 2022
Q3 2022
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
2.41K+ 46.02% |
$247K - $262K
|
7.64K
$822K
|
|
Nov 10, 2022
Q3 2022
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
2.41K+ 1.43% |
$247K - $261K
|
170K
$18.3M
|
|
Nov 03, 2022
Q3 2022
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
2.39K+ 94.28% |
$245K - $260K
|
4.93K
$530K
|
|
Oct 18, 2022
Q3 2022
|
Lion Street Advisors, LLC
|
BUY
|
- |
2.35KNew |
$241K - $255K
|
2.35K
$253K
|
|
Nov 14, 2022
Q3 2022
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
2.32KNew |
$238K - $252K
|
2.32K
$249K
|
|
Oct 18, 2022
Q3 2022
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
2.3K+ 3.83% |
$236K - $250K
|
62.2K
$6.69M
|
|
Oct 13, 2022
Q3 2022
|
Trinity Wealth Management, LLC
|
BUY
|
- |
2.24K+ 13.07% |
$230K - $243K
|
19.4K
$2.08M
|
|
Nov 21, 2022
Q3 2022
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
2.24KNew |
$230K - $243K
|
2.24K
$241K
|
|
Oct 24, 2022
Q3 2022
|
Act Wealth Management, LLC
|
BUY
|
- |
2.24KNew |
$230K - $243K
|
2.24K
$241K
|
|
Oct 11, 2022
Q3 2022
|
Helen Stephens Group, LLC
|
BUY
|
- |
2.23K+ 4.59% |
$229K - $243K
|
50.9K
$5.48M
|
|
Nov 14, 2022
Q3 2022
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
2.23K+ 16.03% |
$229K - $242K
|
16.2K
$1.74M
|
|
Oct 14, 2022
Q3 2022
|
Life Steps Financial, Inc.
|
BUY
|
- |
2.22KNew |
$228K - $241K
|
2.22K
$239K
|
|
Nov 02, 2022
Q3 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
2.22K+ 7.15% |
$227K - $241K
|
33.2K
$3.57M
|
|
Oct 13, 2022
Q3 2022
|
Alhambra Investment Partners LLC
|
BUY
|
- |
2.2K+ 22.85% |
$226K - $239K
|
11.8K
$1.27M
|