Purchases and Sales Made in Q4 2022 in Ishares National Muni Bond ETF (MUB)
This table provides information about the institutional ownership of Ishares National Muni Bond ETF (MUB) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
10.7MNew |
$1.08B - $1.14B
|
10.7M
$1.13B
|
|
|
Feb 15, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
10.4M+ 132338.14% |
$1.05B - $1.11B
|
10.4M
$1.1B
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
5.85M+ 32.81% |
$594M - $624M
|
23.7M
$2.51B
|
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
BUY
|
- |
3.57M+ 165.52% |
$362M - $381M
|
5.73M
$608M
|
|
|
Feb 13, 2023
Q4 2022
|
Betterment LLC
New York, NY |
BUY
|
- |
2.65M+ 37.76% |
$269M - $283M
|
9.67M
$1.03B
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.41M+ 11.28% |
$143M - $151M
|
13.9M
$1.48B
|
|
|
Feb 03, 2023
Q4 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
1.24M+ 62.35% |
$125M - $132M
|
3.22M
$342M
|
|
|
Feb 13, 2023
Q4 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1.09M+ 142.6% |
$111M - $116M
|
1.85M
$197M
|
|
|
Feb 14, 2023
Q4 2022
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
933K+ 1820.34% |
$94.7M - $99.6M
|
984K
$104M
|
|
|
Jan 19, 2023
Q4 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
909KNew |
$92.3M - $97M
|
909K
$96.5M
|
|
|
Jan 12, 2023
Q4 2022
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
871KNew |
$88.4M - $92.9M
|
871K
$92.5M
|
|
|
Feb 15, 2023
Q4 2022
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
856KNew |
$86.9M - $91.4M
|
856K
$90.9M
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
806K+ 17.72% |
$81.8M - $86M
|
5.35M
$568M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
801K+ 29.36% |
$81.3M - $85.5M
|
3.53M
$375M
|
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
780K+ 158.88% |
$79.2M - $83.3M
|
1.27M
$135M
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
739K+ 13.24% |
$75M - $78.9M
|
6.32M
$671M
|
|
|
Jun 12, 2023
Q4 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
679K+ 6082.66% |
$69M - $72.5M
|
691K
$73.3M
|
|
|
Feb 09, 2023
Q4 2022
|
Citizens Financial Group Inc
|
BUY
|
- |
627K+ 1932.64% |
$63.6M - $66.9M
|
659K
$70M
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
623K+ 10.76% |
$63.3M - $66.5M
|
6.41M
$681M
|
|
|
Feb 14, 2023
Q4 2022
|
Allstate Investment Management CO
Northbrook, IL |
BUY
|
- |
604KNew |
$61.3M - $64.4M
|
604K
$64.1M
|
|
|
Feb 10, 2023
Q4 2022
|
Wealthfront Advisers LLC
|
BUY
|
- |
585K+ 930.31% |
$59.4M - $62.4M
|
648K
$68.8M
|
|
|
Jan 27, 2023
Q4 2022
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
570K+ 100.58% |
$57.8M - $60.8M
|
1.14M
$121M
|
|
|
Feb 13, 2023
Q4 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
512K+ 322.93% |
$52M - $54.7M
|
671K
$71.2M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
505K+ 15.25% |
$51.3M - $53.9M
|
3.82M
$405M
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
502K+ 662.37% |
$50.9M - $53.5M
|
577K
$61.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
452KNew |
$45.9M - $48.2M
|
452K
$48M
|
|
|
Feb 10, 2023
Q4 2022
|
Zions Bancorporation, N.A.
|
BUY
|
- |
408K+ 1546.49% |
$41.4M - $43.5M
|
434K
$46.1M
|
|
|
Jan 25, 2023
Q4 2022
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
406K+ 534.47% |
$41.2M - $43.3M
|
482K
$51.1M
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
357K+ 18.18% |
$36.3M - $38.1M
|
2.32M
$247M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
354K+ 72.76% |
$35.9M - $37.8M
|
840K
$89.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
332K+ 36.14% |
$33.7M - $35.5M
|
1.25M
$133M
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
327K+ 26.92% |
$33.2M - $34.9M
|
1.54M
$164M
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
327K+ 65.99% |
$33.2M - $34.9M
|
822K
$87.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
312K+ 713.56% |
$31.7M - $33.3M
|
356K
$37.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
304K+ 46.85% |
$30.8M - $32.4M
|
952K
$101M
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
BUY
|
- |
293K+ 44.26% |
$29.7M - $31.3M
|
955K
$101M
|
|
|
Jan 23, 2023
Q4 2022
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
292K+ 24327.0% |
$29.6M - $31.2M
|
293K
$31.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
288K+ 900.0% |
$29.3M - $30.8M
|
321K
$34M
|
|
|
Jan 17, 2023
Q4 2022
|
Orgel Wealth Management, LLC
|
BUY
|
- |
276K+ 528.48% |
$28M - $29.5M
|
328K
$34.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
262K+ 84.75% |
$26.6M - $28M
|
572K
$60.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
260K+ 74.21% |
$26.4M - $27.7M
|
610K
$64.8M
|
|
|
Feb 15, 2023
Q4 2022
|
Green Square Capital Advisors LLC
|
BUY
|
- |
227K+ 849.93% |
$23M - $24.2M
|
253K
$26.9M
|
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
220K+ 137.69% |
$22.4M - $23.5M
|
381K
$40.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
220K+ 457.05% |
$22.3M - $23.4M
|
268K
$28.4M
|
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
215K+ 98.26% |
$21.8M - $22.9M
|
433K
$46M
|
|
|
Feb 13, 2023
Q4 2022
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
208K+ 857.81% |
$21.1M - $22.2M
|
232K
$24.7M
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
198KNew |
$20.1M - $21.1M
|
198K
$21M
|
|
|
Mar 30, 2023
Q4 2022
|
Reframe Wealth, LLC
Fairfax, VA |
BUY
|
- |
198KNew |
$20.1M - $21.1M
|
198K
$21M
|
|
|
Jan 24, 2023
Q4 2022
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
196K+ 100.83% |
$19.8M - $20.9M
|
389K
$41.3M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
193K+ 33.6% |
$19.6M - $20.6M
|
766K
$81.4M
|