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 10, 2023 Q4 2022
Collaborative Wealth Managment Inc.

Lake Mary, FL
BUY
 -
391
+ 3.47%
$39.7K - $41.7K
11.7K $1.25M
Sep 06, 2024 Q4 2022
World Equity Group, Inc.

Schaumburg, IL
BUY
 -
384
+ 3.93%
$39K - $41K
10.2K $1.09M
Feb 07, 2023 Q4 2022
Global Wealth Management Investment Advisory, Inc.

Fort Lauderdale, FL
BUY
 -
362
+ 3.09%
$36.7K - $38.6K
12.1K $1.3M
Jan 25, 2023 Q4 2022
Uma Financial Services, Inc.

BUY
 -
360
+ 3.08%
$36.5K - $38.4K
12K $1.3M
Feb 06, 2023 Q4 2022
Fi3 Financial Advisors, LLC

BUY
 -
358
+ 6.95%
$36.3K - $38.2K
5.51K $592K
Jan 20, 2023 Q4 2022
Bray Capital Advisors

BUY
 -
350
+ 104.48%
$35.5K - $37.4K
685 $73.7K
Jan 20, 2023 Q4 2022
Transcend Capital Advisors, LLC

BUY
 -
344
+ 5.08%
$34.9K - $36.7K
7.12K $766K
Feb 08, 2023 Q4 2022
Bell Investment Advisors, Inc

Oakland, CA
BUY
 -
344
+ 10.04%
$34.9K - $36.7K
3.77K $406K
Feb 14, 2023 Q4 2022
Swmg, LLC

Fort Worth, TX
BUY
 -
339
+ 11.0%
$34.4K - $36.2K
3.42K $368K
Feb 01, 2023 Q4 2022
Cedar Brook Financial Partners, LLC

Cleveland, OH
BUY
 -
326
+ 3.55%
$33.1K - $34.8K
9.52K $1.02M
Feb 02, 2023 Q4 2022
Farmers & Merchants Investments Inc

BUY
 -
310
+ 704.55%
$31.5K - $33.1K
354 $38.1K
Feb 03, 2023 Q4 2022
Marshall Financial Group Inc

Doylestown, PA
BUY
 -
305
+ 4.64%
$31K - $32.5K
6.89K $740K
Feb 14, 2023 Q4 2022
Epg Wealth Management LLC

Atlanta, GA
BUY
 -
302
New
$30.7K - $32.2K
302 $32.5K
Feb 14, 2023 Q4 2022
Family Management Corp

New York, NY
BUY
 -
284
+ 12.14%
$28.8K - $30.3K
2.62K $282K
Feb 14, 2023 Q4 2022
First Manhattan CO

New York, NY
BUY
 -
279
New
$28.3K - $29.8K
279 $30K
Feb 14, 2023 Q4 2022
Colonial Trust Advisors

Spartanburg, SC
BUY
 -
263
+ 9.02%
$26.7K - $28.1K
3.18K $342K
Jan 26, 2023 Q4 2022
Baker Tilly Wealth Management, LLC

BUY
 -
245
+ 10.8%
$24.9K - $26.1K
2.51K $270K
Feb 06, 2023 Q4 2022
Jnba Financial Advisors

BUY
 -
245
+ 1.99%
$24.9K - $26.1K
12.5K $1.35M
Feb 14, 2023 Q4 2022
Fortis Capital Advisors, LLC

Reno, NV
BUY
 -
239
New
$24.3K - $25.5K
239 $25.7K
Feb 07, 2023 Q4 2022
Providence Capital Advisors, LLC

Charlotte, NC
BUY
 -
235
New
$23.9K - $25.1K
235 $25.3K
Jan 19, 2023 Q4 2022
Morris Financial Concepts, Inc.

BUY
 -
215
+ 524.39%
$21.8K - $22.9K
256 $27.5K
Jan 20, 2023 Q4 2022
Tradewinds Capital Management, LLC

BUY
 -
210
New
$21.3K - $22.4K
210 $22.6K
Jan 23, 2023 Q4 2022
Canvas Wealth Advisors, LLC

BUY
 -
199
+ 3.92%
$20.2K - $21.2K
5.27K $567K
Jan 19, 2023 Q4 2022
Fiduciary Alliance LLC

Greenville, SC
BUY
 -
196
New
$19.9K - $20.9K
196 $21.1K
Jan 27, 2023 Q4 2022
Sigma Investment Counselors Inc

BUY
 -
190
+ 7.53%
$19.3K - $20.3K
2.71K $292K
Feb 13, 2024 Q4 2022
United Community Bank

Greenville, SC
BUY
 -
190
+ 13.1%
$19.3K - $20.3K
1.64K $176K
Feb 01, 2023 Q4 2022
Barber Financial Group, Inc.

BUY
 -
186
+ 3.97%
$18.9K - $19.8K
4.87K $524K
Feb 13, 2023 Q4 2022
Bank Ozk

BUY
 -
178
+ 9.07%
$18.1K - $19K
2.14K $230K
Jan 26, 2023 Q4 2022
Destiny Wealth Partners, LLC

BUY
 -
173
New
$17.6K - $18.5K
173 $18.6K
Feb 09, 2023 Q4 2022
Corrado Advisors, LLC

Ramsey, NJ
BUY
 -
173
New
$17.6K - $18.5K
173 $18.6K
Feb 07, 2023 Q4 2022
Vista Wealth Management Group, LLC

BUY
 -
171
+ 2.32%
$17.4K - $18.2K
7.53K $810K
Jan 19, 2023 Q4 2022
Northland Capital Management LLC

BUY
 -
160
+ 7.8%
$16.2K - $17.1K
2.21K $238K
Feb 14, 2023 Q4 2022
Powell Investment Advisors, LLC

BUY
 -
151
+ 0.79%
$15.3K - $16.1K
19.2K $2.07M
Jan 06, 2023 Q4 2022
Rise Advisors, LLC

BUY
 -
148
+ 20.61%
$15K - $15.8K
866 $93.1K
Feb 06, 2023 Q4 2022
Y.D. More Investments LTD

Ramat Gan, L3
BUY
 -
145
New
$14.7K - $15.5K
145 $15.6K
Feb 13, 2023 Q4 2022
Wintrust Investments LLC

Chicago, IL
BUY
 -
145
+ 3.0%
$14.7K - $15.5K
4.97K $535K
Feb 10, 2023 Q4 2022
Forum Private Client Group LLC

BUY
 -
141
+ 5.36%
$14.3K - $15K
2.77K $298K
Jan 31, 2023 Q4 2022
Ae Wealth Management LLC

BUY
 -
138
+ 0.03%
$14K - $14.7K
480K $51.7M
Feb 14, 2023 Q4 2022
Lgt Financial Advisors LLC

Dallas, TX
BUY
 -
135
New
$13.7K - $14.4K
135 $14.5K
Feb 07, 2023 Q4 2022
Oppenheimer & CO Inc

New York, NY
BUY
 -
128
+ 0.75%
$13K - $13.7K
17.3K $1.86M
Feb 14, 2023 Q4 2022
Meridian Wealth Partners, LLC

Blue Bell, PA
BUY
 -
122
+ 0.04%
$12.4K - $13K
295K $31.7M
Jan 11, 2023 Q4 2022
Sound Income Strategies, LLC

BUY
 -
117
+ 70.48%
$11.9K - $12.5K
283 $30.4K
Feb 07, 2023 Q4 2022
Firethorn Wealth Partners, LLC

BUY
 -
106
+ 2.13%
$10.8K - $11.3K
5.07K $546K
Aug 13, 2024 Q4 2022
Glen Eagle Advisors, LLC

Kingston, NJ
BUY
 -
100
+ 3333.33%
$10.2K - $10.7K
103 $11.1K
Jan 18, 2023 Q4 2022
De Dora Capital, Inc.

BUY
 -
97
+ 4.59%
$9.85K - $10.4K
2.21K $238K
Jan 13, 2023 Q4 2022
Cadent Capital Advisors, LLC

BUY
 -
94
+ 0.71%
$9.54K - $10K
13.3K $1.43M
Feb 15, 2023 Q4 2022
Harbour Investments, Inc.

Madison, WI
BUY
 -
93
+ 0.97%
$9.44K - $9.92K
9.71K $1.04M
Feb 14, 2023 Q4 2022
Fwl Investment Management, LLC

BUY
 -
92
New
$9.34K - $9.82K
92 $9.89K
Feb 10, 2023 Q4 2022
Leelyn Smith, LLC

Geneva, IL
BUY
 -
88
+ 2200.0%
$8.93K - $9.39K
92 $9.89K

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