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 |
|---|---|---|---|---|---|---|---|
|
Sep 21, 2023
Q4 2022
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-187- 0.93% |
$19K - $20K
|
20K
$2.15M
|
|
|
Jan 30, 2023
Q4 2022
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-190- 6.28% |
$19.3K - $20.3K
|
2.84K
$305K
|
|
|
Feb 08, 2023
Q4 2022
|
Efficient Advisors, LLC
|
SELL
|
- |
-190- 1.4% |
$19.3K - $20.3K
|
13.4K
$1.44M
|
|
|
Feb 15, 2023
Q4 2022
|
Life Pro Asset Management
|
SELL
|
- |
-197- 0.32% |
$20K - $21K
|
60.7K
$6.53M
|
|
|
Feb 10, 2023
Q4 2022
|
Sandy Spring Bank
|
SELL
|
- |
-198- 99.0% |
$20.1K - $21.1K
|
2
$215
|
|
|
Jan 12, 2023
Q4 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
SELL
|
- |
-203- 3.93% |
$20.6K - $21.7K
|
4.96K
$534K
|
|
|
Feb 14, 2023
Q4 2022
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
SELL
|
- |
-203- 0.55% |
$20.6K - $21.7K
|
36.5K
$3.93M
|
|
|
Feb 14, 2023
Q4 2022
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
SELL
|
- |
-209- 9.37% |
$21.2K - $22.3K
|
2.02K
$217K
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
SELL
|
- |
-211- 3.01% |
$21.4K - $22.5K
|
6.79K
$730K
|
|
|
Jan 20, 2023
Q4 2022
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-224- 4.86% |
$22.7K - $23.9K
|
4.38K
$471K
|
|
|
Jan 10, 2023
Q4 2022
|
Norway Savings Bank
|
SELL
|
- |
-225- 28.13% |
$22.8K - $24K
|
575
$61.8K
|
|
|
Jan 19, 2023
Q4 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-230- 38.98% |
$23.3K - $24.5K
|
360
$38.7K
|
|
|
Feb 06, 2023
Q4 2022
|
Mattern Wealth Management LLC
|
SELL
|
- |
-235- 4.64% |
$23.9K - $25.1K
|
4.84K
$520K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-241- 2.08% |
$24.5K - $25.7K
|
11.4K
$1.22M
|
|
|
Jan 25, 2023
Q4 2022
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-246- 8.65% |
$25K - $26.3K
|
2.6K
$279K
|
|
|
Jan 06, 2023
Q4 2022
|
Boltwood Capital Management
|
SELL
|
- |
-250- 9.94% |
$25.4K - $26.7K
|
2.27K
$244K
|
|
|
Feb 10, 2023
Q4 2022
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-250- 26.32% |
$25.4K - $26.7K
|
700
$75.3K
|
|
|
Jan 23, 2023
Q4 2022
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-251- 10.45% |
$25.5K - $26.8K
|
2.15K
$231K
|
|
|
Feb 14, 2023
Q4 2022
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-255- 4.42% |
$25.9K - $27.2K
|
5.51K
$593K
|
|
|
Jan 31, 2023
Q4 2022
|
Westside Investment Management, Inc.
|
SELL
|
- |
-264- 1.45% |
$26.8K - $28.2K
|
18K
$1.93M
|
|
|
Jan 17, 2023
Q4 2022
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-274- 0.91% |
$27.8K - $29.2K
|
29.8K
$3.2M
|
|
|
Jan 09, 2023
Q4 2022
|
Independence Bank Of Kentucky
|
SELL
|
- |
-290- 9.93% |
$29.4K - $30.9K
|
2.63K
$283K
|
|
|
Jan 31, 2023
Q4 2022
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-295- 1.99% |
$29.9K - $31.5K
|
14.5K
$1.56M
|
|
|
Jan 23, 2023
Q4 2022
|
Rhs Financial, LLC
|
SELL
|
- |
-299- 11.09% |
$30.4K - $31.9K
|
2.4K
$258K
|
|
|
Jul 17, 2024
Q4 2022
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-302- 8.37% |
$30.7K - $32.2K
|
3.31K
$356K
|
|
|
Feb 07, 2023
Q4 2022
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-303- 2.56% |
$30.8K - $32.3K
|
11.6K
$1.24M
|
|
|
Feb 14, 2023
Q4 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-308- 92.77% |
$31.3K - $32.9K
|
24
$2.58K
|
|
|
Jan 23, 2023
Q4 2022
|
Hms Capital Management, LLC
|
SELL
|
- |
-312- 7.02% |
$31.7K - $33.3K
|
4.13K
$445K
|
|
|
Feb 14, 2023
Q4 2022
|
F3 Logic, LLC
|
SELL
|
- |
-318- 5.95% |
$32.3K - $33.9K
|
5.03K
$540K
|
|
|
Feb 07, 2023
Q4 2022
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-321- 10.41% |
$32.6K - $34.3K
|
2.76K
$297K
|
|
|
Feb 13, 2023
Q4 2022
|
Lindenwold Advisors
|
SELL
|
- |
-335- 1.92% |
$34K - $35.8K
|
17.1K
$1.84M
|
|
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-352- 1.84% |
$35.7K - $37.6K
|
18.7K
$2.02M
|
|
|
Jan 12, 2023
Q4 2022
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-366- 2.51% |
$37.2K - $39.1K
|
14.2K
$1.53M
|
|
|
Apr 19, 2024
Q4 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-368- 13.86% |
$37.4K - $39.3K
|
2.29K
$246K
|
|
|
Jan 25, 2023
Q4 2022
|
Client First Capital LLC
|
SELL
|
- |
-370- 2.91% |
$37.6K - $39.5K
|
12.4K
$1.33M
|
|
|
Jan 26, 2023
Q4 2022
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-373- 2.53% |
$37.9K - $39.8K
|
14.3K
$1.54M
|
|
|
Feb 14, 2023
Q4 2022
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-384- 15.6% |
$39K - $41K
|
2.08K
$223K
|
|
|
Feb 06, 2023
Q4 2022
|
Country Club Bank
|
SELL
|
- |
-395- 4.88% |
$40.1K - $42.2K
|
7.71K
$829K
|
|
|
May 30, 2023
Q4 2022
|
Aspire Private Capital, LLC
|
SELL
|
- |
-397- 13.97% |
$40.3K - $42.4K
|
2.44K
$263K
|
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-404- 4.01% |
$41K - $43.1K
|
9.68K
$1.04M
|
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-405- 5.33% |
$41.1K - $43.2K
|
7.2K
$774K
|
|
|
Jan 23, 2023
Q4 2022
|
First Affirmative Financial Network
|
SELL
|
- |
-407- 6.28% |
$41.3K - $43.4K
|
6.07K
$653K
|
|
|
Feb 08, 2023
Q4 2022
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-415- 8.7% |
$42.1K - $44.3K
|
4.36K
$469K
|
|
|
Jan 31, 2023
Q4 2022
|
Ifg Advisors, LLC
|
SELL
|
- |
-448- 5.07% |
$45.5K - $47.8K
|
8.39K
$902K
|
|
|
Jan 05, 2023
Q4 2022
|
Optimum Investment Advisors
|
SELL
|
- |
-460- 9.27% |
$46.7K - $49.1K
|
4.5K
$484K
|
|
|
Jan 31, 2023
Q4 2022
|
Keybank National Association
|
SELL
|
- |
-469- 1.47% |
$47.6K - $50.1K
|
31.3K
$3.37M
|
|
|
Feb 02, 2023
Q4 2022
|
Todd Asset Management LLC
|
SELL
|
- |
-475- 7.17% |
$48.2K - $50.7K
|
6.15K
$661K
|
|
|
Feb 13, 2023
Q4 2022
|
Avalon Investment & Advisory
Houston, TX |
SELL
|
- |
-482- 3.34% |
$48.9K - $51.4K
|
13.9K
$1.5M
|
|
|
Jan 31, 2023
Q4 2022
|
Pinnacle Associates LTD
|
SELL
|
- |
-490- 4.3% |
$49.7K - $52.3K
|
10.9K
$1.17M
|
|
|
Jan 26, 2023
Q4 2022
|
Granite Bay Wealth Management, LLC
|
SELL
|
- |
-500- 19.23% |
$50.8K - $53.4K
|
2.1K
$226K
|