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 06, 2023
Q4 2022
|
Legacy Private Trust Co.
|
SELL
|
- |
-4.93K- 3.67% |
$500K - $526K
|
129K
$13.9M
|
|
|
Jan 13, 2023
Q4 2022
|
Wealth Cmt
|
SELL
|
- |
-5.01K- 6.11% |
$509K - $535K
|
77.1K
$8.29M
|
|
|
Jan 31, 2023
Q4 2022
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-5.04K- 53.87% |
$511K - $538K
|
4.31K
$464K
|
|
|
Jan 23, 2023
Q4 2022
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-5.1K- 46.84% |
$517K - $544K
|
5.79K
$622K
|
|
|
Feb 13, 2023
Q4 2022
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-5.1K- 14.2% |
$517K - $544K
|
30.8K
$3.31M
|
|
|
Jan 31, 2023
Q4 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-5.22K- 22.55% |
$529K - $557K
|
17.9K
$1.93M
|
|
|
Jan 31, 2023
Q4 2022
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-5.25K- 12.43% |
$532K - $560K
|
37K
$3.97M
|
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-5.28K- 3.68% |
$536K - $564K
|
138K
$14.9M
|
|
|
Feb 10, 2023
Q4 2022
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-5.3K- 4.08% |
$538K - $566K
|
125K
$13.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Ally Invest Advisors Inc.
Charlotte, NC |
SELL
|
- |
-5.32K- 3.12% |
$540K - $567K
|
165K
$17.7M
|
|
|
Jan 18, 2023
Q4 2022
|
Opus Capital Group, LLC
|
SELL
|
- |
-5.36K- 5.27% |
$544K - $572K
|
96.4K
$10.4M
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-5.37K- 4.09% |
$545K - $573K
|
126K
$13.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-5.42K- 37.15% |
$550K - $579K
|
9.17K
$987K
|
|
|
Jan 26, 2023
Q4 2022
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-5.5K- 55.11% |
$558K - $587K
|
4.48K
$482K
|
|
|
Jan 27, 2023
Q4 2022
|
Motive Wealth Advisors
|
SELL
|
- |
-5.54K- 9.15% |
$562K - $591K
|
55K
$5.92M
|
|
|
Feb 06, 2023
Q4 2022
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-5.63K- 55.79% |
$572K - $601K
|
4.46K
$480K
|
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-5.71K- 2.47% |
$580K - $610K
|
226K
$24.3M
|
|
|
May 15, 2023
Q4 2022
|
Aspen Wealth Strategies, LLC
Arvada, CO |
SELL
|
- |
-5.76K- 9.13% |
$585K - $615K
|
57.4K
$6.17M
|
|
|
Oct 18, 2024
Q4 2022
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-5.85K- 11.64% |
$593K - $624K
|
44.4K
$4.77M
|
|
|
Feb 13, 2023
Q4 2022
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-5.89KClosed |
$598K - $629K
|
0
$0
|
|
|
Jan 17, 2023
Q4 2022
|
Burt Wealth Advisors
|
SELL
|
- |
-5.94K- 7.31% |
$603K - $634K
|
75.4K
$8.11M
|
|
|
Feb 08, 2023
Q4 2022
|
Anson Capital, Inc.
|
SELL
|
- |
-5.95K- 59.01% |
$604K - $635K
|
4.13K
$444K
|
|
|
Feb 06, 2023
Q4 2022
|
First Ascent Asset Management, LLC
|
SELL
|
- |
-6.17K- 70.14% |
$626K - $658K
|
2.63K
$282K
|
|
|
Feb 08, 2023
Q4 2022
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-6.31K- 63.57% |
$641K - $674K
|
3.62K
$389K
|
|
|
Feb 13, 2023
Q4 2022
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-6.34K- 92.58% |
$643K - $676K
|
508
$54.6K
|
|
|
Feb 07, 2023
Q4 2022
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-6.4K- 27.05% |
$650K - $683K
|
17.3K
$1.86M
|
|
|
Feb 02, 2023
Q4 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-6.44K- 36.92% |
$654K - $688K
|
11K
$1.18M
|
|
|
Feb 07, 2023
Q4 2022
|
Biltmore Family Office, LLC
|
SELL
|
- |
-6.5K- 26.42% |
$660K - $694K
|
18.1K
$1.95M
|
|
|
Jan 23, 2023
Q4 2022
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-6.66K- 43.56% |
$676K - $711K
|
8.63K
$928K
|
|
|
Feb 14, 2023
Q4 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-6.75K- 36.68% |
$685K - $720K
|
11.6K
$1.25M
|
|
|
Feb 07, 2023
Q4 2022
|
Capital Insight Partners, LLC
|
SELL
|
- |
-6.84K- 4.12% |
$694K - $730K
|
159K
$17.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Liquid Strategies, LLC
Atlanta, GA |
SELL
|
- |
-6.94K- 4.97% |
$705K - $741K
|
133K
$14.3M
|
|
|
Feb 03, 2023
Q4 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-6.98K- 25.71% |
$709K - $745K
|
20.2K
$2.17M
|
|
|
Mar 01, 2023
Q4 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-7.02K- 11.24% |
$713K - $749K
|
55.5K
$5.96M
|
|
|
Jan 17, 2023
Q4 2022
|
Veery Capital, LLC
|
SELL
|
- |
-7.15K- 8.54% |
$725K - $763K
|
76.6K
$8.23M
|
|
|
Feb 07, 2023
Q4 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-7.26K- 6.84% |
$737K - $775K
|
98.9K
$10.6M
|
|
|
Feb 09, 2023
Q4 2022
|
Xml Financial, LLC
|
SELL
|
- |
-7.36K- 10.64% |
$747K - $785K
|
61.8K
$6.65M
|
|
|
Feb 07, 2023
Q4 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-7.44K- 35.0% |
$755K - $794K
|
13.8K
$1.49M
|
|
|
Feb 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-7.49K- 63.6% |
$760K - $799K
|
4.29K
$461K
|
|
|
Jan 12, 2023
Q4 2022
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-7.75K- 17.81% |
$787K - $827K
|
35.8K
$3.85M
|
|
|
Jan 04, 2023
Q4 2022
|
Bartlett & Co. LLC
|
SELL
|
- |
-7.76K- 8.04% |
$788K - $828K
|
88.7K
$9.54M
|
|
|
Feb 14, 2024
Q4 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-7.76K- 8.04% |
$788K - $828K
|
88.7K
$9.54M
|
|
|
Feb 02, 2023
Q4 2022
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-7.79K- 53.85% |
$790K - $831K
|
6.67K
$718K
|
|
|
Jan 31, 2023
Q4 2022
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-7.91K- 13.3% |
$803K - $844K
|
51.5K
$5.54M
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-7.95K- 46.34% |
$807K - $848K
|
9.21K
$990K
|
|
|
Feb 09, 2023
Q4 2022
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-8.03K- 32.53% |
$815K - $857K
|
16.7K
$1.79M
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-8.22K- 43.55% |
$834K - $877K
|
10.6K
$1.15M
|
|
|
Feb 10, 2023
Q4 2022
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-8.38K- 38.59% |
$850K - $894K
|
13.3K
$1.43M
|
|
|
Feb 09, 2023
Q4 2022
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-8.49K- 52.54% |
$861K - $906K
|
7.66K
$824K
|
|
|
Jan 25, 2023
Q4 2022
|
Safir Wealth Advisors, LLC
|
SELL
|
- |
-8.6K- 45.5% |
$873K - $918K
|
10.3K
$1.11M
|