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 |
|---|---|---|---|---|---|---|---|
|
Jan 25, 2023
Q4 2022
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
992+ 5.9% |
$101K - $106K
|
17.8K
$1.91M
|
|
|
Feb 10, 2023
Q4 2022
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
992+ 2.29% |
$101K - $106K
|
44.3K
$4.76M
|
|
|
Feb 03, 2023
Q4 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
973+ 1.75% |
$98.8K - $104K
|
56.4K
$6.07M
|
|
|
Jan 30, 2023
Q4 2022
|
Simon Quick Advisors, LLC
|
BUY
|
- |
962+ 22.72% |
$97.7K - $103K
|
5.2K
$559K
|
|
|
Feb 14, 2023
Q4 2022
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
962+ 12.72% |
$97.7K - $103K
|
8.52K
$917K
|
|
|
Jan 24, 2023
Q4 2022
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
925+ 5.35% |
$93.9K - $98.7K
|
18.2K
$1.96M
|
|
|
Jan 26, 2023
Q4 2022
|
Ballast Advisors LLC
|
BUY
|
- |
907+ 42.28% |
$92.1K - $96.8K
|
3.05K
$328K
|
|
|
Jan 11, 2023
Q4 2022
|
Collective Family Office LLC
|
BUY
|
- |
904+ 43.13% |
$91.8K - $96.5K
|
3K
$323K
|
|
|
Jan 12, 2023
Q4 2022
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
887+ 7.16% |
$90K - $94.7K
|
13.3K
$1.43M
|
|
|
Jan 13, 2023
Q4 2022
|
Platte River Wealth Advisors, LLC
|
BUY
|
- |
887+ 25.37% |
$90K - $94.7K
|
4.38K
$471K
|
|
|
Jan 30, 2023
Q4 2022
|
Sws Partners
|
BUY
|
- |
872+ 2.61% |
$88.5K - $93.1K
|
34.2K
$3.68M
|
|
|
Jan 25, 2023
Q4 2022
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
861+ 14.57% |
$87.4K - $91.9K
|
6.77K
$728K
|
|
|
Jan 23, 2023
Q4 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
854New |
$86.7K - $91.1K
|
854
$91.8K
|
|
|
Jan 11, 2023
Q4 2022
|
Ellenbecker Investment Group
|
BUY
|
- |
848+ 24.95% |
$86.1K - $90.5K
|
4.25K
$457K
|
|
|
Jan 10, 2023
Q4 2022
|
Kwmg, LLC
|
BUY
|
- |
846+ 3.99% |
$85.9K - $90.3K
|
22K
$2.37M
|
|
|
Jan 12, 2023
Q4 2022
|
Marquette Asset Management, LLC
|
BUY
|
- |
844New |
$85.7K - $90.1K
|
844
$90.8K
|
|
|
Jan 30, 2023
Q4 2022
|
Leeward Financial Partners, LLC
|
BUY
|
- |
843+ 6.76% |
$85.6K - $90K
|
13.3K
$1.43M
|
|
|
Feb 06, 2023
Q4 2022
|
Ferguson Shapiro LLC
|
BUY
|
- |
826+ 4.6% |
$83.8K - $88.2K
|
18.8K
$2.02M
|
|
|
Feb 15, 2023
Q4 2022
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
808New |
$82K - $86.2K
|
808
$86.9K
|
|
|
Jan 12, 2023
Q4 2022
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
803+ 0.94% |
$81.5K - $85.7K
|
86K
$9.25M
|
|
|
Jan 24, 2023
Q4 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
800New |
$81.2K - $85.4K
|
800
$86K
|
|
|
Feb 28, 2023
Q4 2022
|
Investments & Financial Planning, LLC
Lexington, KY |
BUY
|
- |
795+ 12.95% |
$80.7K - $84.8K
|
6.93K
$746K
|
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
751New |
$76.2K - $80.1K
|
751
$80.8K
|
|
|
Jan 27, 2023
Q4 2022
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
750+ 26.79% |
$76.1K - $80K
|
3.55K
$382K
|
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
709New |
$72K - $75.7K
|
709
$76.3K
|
|
|
Feb 03, 2023
Q4 2022
|
Wiser Wealth Management, Inc
|
BUY
|
- |
625+ 9.83% |
$63.4K - $66.7K
|
6.98K
$751K
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
619+ 2.43% |
$62.8K - $66.1K
|
26.1K
$2.81M
|
|
|
Feb 03, 2023
Q4 2022
|
9258 Wealth Management, LLC
|
BUY
|
- |
619+ 11.31% |
$62.8K - $66.1K
|
6.09K
$655K
|
|
|
Feb 07, 2023
Q4 2022
|
Edge Capital Group, LLC
|
BUY
|
- |
615+ 18.86% |
$62.4K - $65.6K
|
3.88K
$417K
|
|
|
Feb 09, 2023
Q4 2022
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
615+ 2.31% |
$62.4K - $65.6K
|
27.2K
$2.93M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
605+ 1.69% |
$61.4K - $64.6K
|
36.5K
$3.92M
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
589+ 15.68% |
$59.8K - $62.9K
|
4.35K
$467K
|
|
|
Feb 06, 2023
Q4 2022
|
Lansing Street Advisors
|
BUY
|
- |
585New |
$59.4K - $62.4K
|
585
$62.9K
|
|
|
Feb 08, 2023
Q4 2022
|
Founders Financial Securities LLC
|
BUY
|
- |
569+ 7.39% |
$57.8K - $60.7K
|
8.27K
$890K
|
|
|
Feb 07, 2023
Q4 2022
|
Addison Advisors LLC
|
BUY
|
- |
564+ 308.2% |
$57.3K - $60.2K
|
747
$80.3K
|
|
|
Jan 30, 2023
Q4 2022
|
Cumberland Advisors Inc
|
BUY
|
- |
560+ 16.23% |
$56.8K - $59.8K
|
4.01K
$431K
|
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
556+ 4276.92% |
$56.4K - $59.3K
|
569
$61.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Smith Anglin Financial, LLC
|
BUY
|
- |
554+ 9.79% |
$56.2K - $59.1K
|
6.21K
$668K
|
|
|
Feb 02, 2023
Q4 2022
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
515+ 14.31% |
$52.3K - $55K
|
4.11K
$442K
|
|
|
Feb 10, 2023
Q4 2022
|
Pittenger & Anderson Inc
|
BUY
|
- |
504New |
$51.2K - $53.8K
|
504
$54.2K
|
|
|
Feb 13, 2023
Q4 2022
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
500+ 10.31% |
$50.8K - $53.4K
|
5.35K
$576K
|
|
|
Feb 13, 2023
Q4 2022
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
500New |
$50.8K - $53.4K
|
500
$53.8K
|
|
|
Jan 19, 2023
Q4 2022
|
Round Rock Advisors, LLC
|
BUY
|
- |
499+ 25.27% |
$50.7K - $53.3K
|
2.47K
$266K
|
|
|
Jan 25, 2023
Q4 2022
|
First American Trust, Fsb
|
BUY
|
- |
493+ 2.53% |
$50K - $52.6K
|
20K
$2.15M
|
|
|
Jan 06, 2023
Q4 2022
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
479+ 1.82% |
$48.6K - $51.1K
|
26.9K
$2.89M
|
|
|
Feb 10, 2023
Q4 2022
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
461+ 4.93% |
$46.8K - $49.2K
|
9.81K
$1.06M
|
|
|
Feb 14, 2023
Q4 2022
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
450+ 4.68% |
$45.7K - $48K
|
10.1K
$1.08M
|
|
|
Jan 18, 2023
Q4 2022
|
Calton & Associates, Inc.
|
BUY
|
- |
445+ 11.04% |
$45.2K - $47.5K
|
4.48K
$482K
|
|
|
Jan 27, 2023
Q4 2022
|
Sowa Financial Group, Inc.
Lincoln, RI |
BUY
|
- |
435+ 1.51% |
$44.2K - $46.4K
|
29.2K
$3.14M
|
|
|
Feb 02, 2023
Q4 2022
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
410+ 1.12% |
$41.6K - $43.8K
|
36.9K
$3.97M
|