Purchases and Sales Made in Q4 2022 in Ishares National Muni Bond ETF (MUB)

MUB Quotes by TradingView

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
Rfg Advisory, LLC

Birmingham, AL
BUY
 -
2.13K
+ 3.65%
$216K - $227K
60.4K $6.5M
Feb 14, 2023 Q4 2022
Strategic Financial Planning, Inc.

BUY
 -
2.12K
New
$215K - $226K
2.12K $228K
Feb 06, 2023 Q4 2022
Moors & Cabot, Inc.

Boston, MA
BUY
 -
2.06K
+ 46.46%
$209K - $220K
6.49K $698K
Jan 27, 2023 Q4 2022
Flc Capital Advisors

BUY
 -
2.02K
+ 60.22%
$205K - $215K
5.37K $578K
Oct 10, 2024 Q4 2022
Wr Wealth Planners, LLC

Columbia, MO
BUY
 -
2.01K
+ 25.07%
$204K - $214K
10K $1.08M
Feb 01, 2023 Q4 2022
Arrow Financial Corp

BUY
 -
2K
+ 20.09%
$203K - $214K
12K $1.29M
Feb 14, 2023 Q4 2022
Ascendant Capital Management, LLC

Los Angeles, CA
BUY
 -
2K
+ 13.33%
$203K - $213K
17K $1.83M
Jan 18, 2023 Q4 2022
Private Trust CO Na

BUY
 -
1.97K
+ 32.84%
$200K - $210K
7.98K $858K
Jan 23, 2023 Q4 2022
Lex Aurum Advisors, LLC

BUY
 -
1.94K
+ 36.15%
$197K - $207K
7.32K $787K
Feb 09, 2023 Q4 2022
Firestone Capital Management

BUY
 -
1.94K
New
$197K - $207K
1.94K $208K
Feb 02, 2023 Q4 2022
Northwest Capital Management Inc

BUY
 -
1.87K
+ 48.82%
$190K - $199K
5.7K $613K
Jan 20, 2023 Q4 2022
Capasso Planning Partners LLC

Charleston, SC
BUY
 -
1.83K
+ 5.62%
$185K - $195K
34.3K $3.69M
Feb 10, 2023 Q4 2022
Continuum Advisory, LLC

Eagle, ID
BUY
 -
1.83K
+ 13.38%
$185K - $195K
15.5K $1.67M
Dec 13, 2023 Q4 2022
Continuum Advisory, LLC

Eagle, ID
BUY
 -
1.83K
+ 13.38%
$185K - $195K
15.5K $1.67M
Mar 23, 2023 Q4 2022
Prostatis Group LLC

Hanover, MD
BUY
 -
1.82K
+ 5.65%
$184K - $194K
34K $3.65M
Feb 13, 2023 Q4 2022
Rossmore Private Capital

Glastonbury, CT
BUY
 -
1.79K
+ 34.16%
$181K - $191K
7.02K $755K
Jul 27, 2023 Q4 2022
Washington Trust CO

BUY
 -
1.76K
+ 360.99%
$178K - $188K
2.25K $242K
Feb 21, 2023 Q4 2022
National Asset Management, Inc.

Boca Raton, FL
BUY
 -
1.75K
+ 16.62%
$178K - $187K
12.3K $1.32M
Feb 01, 2023 Q4 2022
Meritage Portfolio Management

BUY
 -
1.74K
+ 6.25%
$176K - $185K
29.6K $3.18M
Feb 10, 2023 Q4 2022
Weitzel Financial Services, Inc.

BUY
 -
1.66K
+ 2.42%
$169K - $177K
70.3K $7.56M
Feb 09, 2023 Q4 2022
First International Bank & Trust

Watford City, ND
BUY
 -
1.61K
+ 11.83%
$164K - $172K
15.2K $1.64M
Feb 03, 2023 Q4 2022
U.S. Capital Wealth Advisors, LLC

Austin, TX
BUY
 -
1.58K
+ 13.18%
$160K - $169K
13.6K $1.46M
Feb 14, 2023 Q4 2022
Stonehage Fleming Financial Services Holdings LTD

BUY
 -
1.58K
New
$160K - $168K
1.58K $170K
Jan 24, 2023 Q4 2022
Phillips Financial Management, LLC

BUY
 -
1.54K
+ 3.03%
$156K - $164K
52.4K $5.64M
Feb 13, 2023 Q4 2022
Van Hulzen Asset Management, LLC

BUY
 -
1.51K
+ 21.47%
$153K - $161K
8.52K $916K
Feb 14, 2023 Q4 2022
Wunderlich Capital Managemnt

Memphis, TN
BUY
 -
1.51K
+ 4.48%
$153K - $161K
35.1K $3.77M
Feb 14, 2023 Q4 2022
Patriot Investment Management Inc.

BUY
 -
1.49K
+ 1.79%
$151K - $159K
84.7K $9.12M
Feb 10, 2023 Q4 2022
Argent Trust CO

Nashville, TN
BUY
 -
1.47K
+ 33.3%
$149K - $157K
5.88K $633K
Feb 14, 2023 Q4 2022
J.W. Cole Advisors, Inc.

BUY
 -
1.47K
+ 7.06%
$149K - $156K
22.2K $2.39M
Jan 18, 2023 Q4 2022
Rosenberg Matthew Hamilton

BUY
 -
1.47K
+ 83.81%
$149K - $156K
3.21K $346K
Feb 13, 2023 Q4 2022
Jfs Wealth Advisors, LLC

BUY
 -
1.46K
+ 0.35%
$148K - $156K
420K $45.2M
Feb 06, 2023 Q4 2022
W Advisors, LLC

Germantown, TN
BUY
 -
1.38K
+ 5.87%
$140K - $147K
24.9K $2.68M
Feb 13, 2023 Q4 2022
Advisory Services Network, LLC

BUY
 -
1.36K
+ 1.59%
$138K - $145K
87K $9.37M
Jan 20, 2023 Q4 2022
Naples Global Advisors, LLC

Naples, FL
BUY
 -
1.35K
+ 7.35%
$137K - $144K
19.6K $2.11M
Jan 18, 2023 Q4 2022
Hurlow Wealth Management Group, Inc.

BUY
 -
1.33K
+ 18.75%
$135K - $142K
8.44K $908K
Feb 01, 2023 Q4 2022
Warren Street Wealth Advisors, LLC

BUY
 -
1.24K
+ 51.22%
$126K - $132K
3.66K $393K
Feb 09, 2023 Q4 2022
Nicolet Bankshares Inc

Green Bay, WI
BUY
 -
1.24K
+ 17.84%
$126K - $132K
8.18K $880K
Feb 13, 2023 Q4 2022
Aptus Capital Advisors, LLC

BUY
 -
1.22K
+ 54.71%
$123K - $130K
3.44K $370K
Feb 01, 2023 Q4 2022
Hunter Associates Investment Management LLC

Pittsburgh, PA
BUY
 -
1.2K
+ 10.43%
$122K - $128K
12.7K $1.37M
Jan 17, 2023 Q4 2022
Veracity Capital LLC

BUY
 -
1.19K
+ 23.99%
$121K - $127K
6.14K $661K
Feb 13, 2023 Q4 2022
Geo Wealth Management, LLC

Chicago, IL
BUY
 -
1.18K
New
$120K - $126K
1.18K $127K
Feb 14, 2023 Q4 2022
Verus Capital Partners, LLC

Scottsdale, AZ
BUY
 -
1.17K
+ 25.29%
$118K - $125K
5.78K $622K
Jan 31, 2023 Q4 2022
Flputnam Investment Management CO

Portland, ME
BUY
 -
1.15K
+ 20.76%
$117K - $123K
6.71K $722K
Feb 03, 2023 Q4 2022
New England Capital Financial Advisors LLC

Meriden, CT
BUY
 -
1.14K
New
$115K - $121K
1.14K $122K
Feb 14, 2023 Q4 2022
Wcg Wealth Advisors LLC

Las Vegas, NV
BUY
 -
1.12K
+ 11.59%
$114K - $120K
10.8K $1.16M
Jan 20, 2023 Q4 2022
Davenport & CO LLC

BUY
 -
1.1K
+ 9.61%
$112K - $117K
12.5K $1.35M
Feb 10, 2023 Q4 2022
Thompson Siegel & Walmsley LLC

BUY
 -
1.1K
New
$111K - $117K
1.1K $118K
Feb 14, 2023 Q4 2022
Carolinas Wealth Consulting LLC

Charlotte, NC
BUY
 -
1.07K
New
$108K - $114K
1.07K $115K
Jan 19, 2023 Q4 2022
Morgan Rosel Wealth Management, LLC

BUY
 -
1.03K
+ 32.08%
$105K - $110K
4.25K $457K

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