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 13, 2023
Q4 2022
|
Truepoint, Inc.
|
BUY
|
- |
192K+ 970.21% |
$19.5M - $20.5M
|
212K
$22.8M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
190K+ 85.39% |
$19.3M - $20.3M
|
413K
$44.4M
|
|
|
Jan 20, 2023
Q4 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
186K+ 593.51% |
$18.9M - $19.9M
|
218K
$23.4M
|
|
|
Jan 19, 2023
Q4 2022
|
Cfm Wealth Partners LLC
|
BUY
|
- |
182KNew |
$18.5M - $19.4M
|
182K
$19.6M
|
|
|
Mar 08, 2023
Q4 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
167KNew |
$17M - $17.9M
|
167K
$18M
|
|
|
Jan 19, 2023
Q4 2022
|
Adviser Investments LLC
|
BUY
|
- |
166K+ 42.62% |
$16.9M - $17.8M
|
557K
$59.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
156K+ 110.69% |
$15.9M - $16.7M
|
298K
$32M
|
|
|
Feb 14, 2023
Q4 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
150K+ 47.61% |
$15.2M - $16M
|
465K
$50M
|
|
|
Jan 27, 2023
Q4 2022
|
Mosaic Advisors LLC
Houston, TX |
BUY
|
- |
145KNew |
$14.7M - $15.5M
|
145K
$15.6M
|
|
|
Jan 27, 2023
Q4 2022
|
Asio Capital, LLC
|
BUY
|
- |
144K+ 209.67% |
$14.6M - $15.4M
|
213K
$22.9M
|
|
|
Mar 10, 2023
Q4 2022
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
144K+ 108.0% |
$14.6M - $15.4M
|
277K
$29.8M
|
|
|
Jan 31, 2023
Q4 2022
|
Austin Private Wealth, LLC
|
BUY
|
- |
144K+ 100.44% |
$14.6M - $15.3M
|
286K
$30.8M
|
|
|
Feb 06, 2023
Q4 2022
|
Ledyard National Bank
|
BUY
|
- |
141KNew |
$14.3M - $15.1M
|
141K
$15.2M
|
|
|
Jan 24, 2023
Q4 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
139K+ 2637.9% |
$14.1M - $14.8M
|
144K
$15.5M
|
|
|
Feb 08, 2023
Q4 2022
|
Act Advisors, Llc.
|
BUY
|
- |
137KNew |
$13.9M - $14.7M
|
137K
$14.8M
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
132K+ 27.5% |
$13.4M - $14.1M
|
611K
$65.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
131K+ 51.24% |
$13.3M - $14M
|
386K
$41.5M
|
|
|
Jan 25, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
131KNew |
$13.3M - $13.9M
|
131K
$14.1M
|
|
|
Feb 06, 2023
Q4 2022
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
130K+ 4061.76% |
$13.2M - $13.9M
|
134K
$14.4M
|
|
|
Feb 10, 2023
Q4 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
126K+ 161.9% |
$12.8M - $13.4M
|
203K
$21.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
123K+ 4471.01% |
$12.5M - $13.2M
|
126K
$13.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
122K+ 9.6% |
$12.4M - $13M
|
1.39M
$150M
|
|
|
May 14, 2024
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
122K+ 9.6% |
$12.4M - $13M
|
1.39M
$150M
|
|
|
Feb 13, 2023
Q4 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
119KNew |
$12.1M - $12.7M
|
119K
$12.8M
|
|
|
Jan 25, 2023
Q4 2022
|
Calamos Wealth Management LLC
|
BUY
|
- |
117K+ 216.75% |
$11.9M - $12.5M
|
172K
$18.5M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
116K+ 5.82% |
$11.7M - $12.4M
|
2.1M
$226M
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
BUY
|
- |
116K+ 74.28% |
$11.7M - $12.3M
|
271K
$29.2M
|
|
|
Jul 28, 2023
Q4 2022
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
111K+ 196.3% |
$11.3M - $11.9M
|
168K
$18M
|
|
|
Feb 27, 2023
Q4 2022
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
110KNew |
$11.2M - $11.7M
|
110K
$11.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
BUY
|
- |
107KNew |
$10.9M - $11.4M
|
107K
$11.5M
|
|
|
Feb 06, 2023
Q4 2022
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
107K+ 53.57% |
$10.8M - $11.4M
|
306K
$32.9M
|
|
|
Feb 10, 2023
Q4 2022
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
106K+ 54.98% |
$10.8M - $11.4M
|
300K
$32.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
101K+ 1954.41% |
$10.3M - $10.8M
|
107K
$11.5M
|
|
|
Jan 24, 2023
Q4 2022
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
101KNew |
$10.3M - $10.8M
|
101K
$10.9M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
98.8K+ 7.14% |
$10M - $10.5M
|
1.48M
$159M
|
|
|
Jan 03, 2023
Q4 2022
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
97.6K+ 125.06% |
$9.91M - $10.4M
|
176K
$18.9M
|
|
|
Jun 14, 2023
Q4 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
97.2KNew |
$9.86M - $10.4M
|
97.2K
$10.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
95.4KNew |
$9.68M - $10.2M
|
95.4K
$10.3M
|
|
|
Nov 13, 2023
Q4 2022
|
Hancock Whitney Corp
|
BUY
|
- |
95.1K+ 225.29% |
$9.65M - $10.1M
|
137K
$14.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
94.9KNew |
$9.63M - $10.1M
|
94.9K
$10.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Facet Wealth, Inc.
|
BUY
|
- |
93.7K+ 11.55% |
$9.52M - $10M
|
905K
$97.3M
|
|
|
Feb 03, 2023
Q4 2022
|
Hancock Whitney Corp
|
BUY
|
- |
91.6K+ 200.69% |
$9.3M - $9.78M
|
137K
$14.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
91.1K+ 7.91% |
$9.25M - $9.72M
|
1.24M
$134M
|
|
|
Jan 09, 2023
Q4 2022
|
Align Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
87.4KNew |
$8.87M - $9.33M
|
87.4K
$9.4M
|
|
|
Feb 15, 2023
Q4 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
85.7K+ 747.05% |
$8.7M - $9.15M
|
97.2K
$10.5M
|
|
|
Mar 22, 2023
Q4 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
85.7K+ 747.05% |
$8.7M - $9.15M
|
97.2K
$10.5M
|
|
|
May 10, 2024
Q4 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
85.7K+ 747.05% |
$8.7M - $9.15M
|
97.2K
$10.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
84.2K+ 561.59% |
$8.55M - $8.99M
|
99.2K
$10.7M
|
|
|
Jan 27, 2023
Q4 2022
|
Ade, LLC
|
BUY
|
- |
83.1K+ 1855.65% |
$8.43M - $8.86M
|
87.5K
$9.41M
|
|
|
Jan 25, 2023
Q4 2022
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
79.6KNew |
$8.08M - $8.5M
|
79.6K
$8.56M
|