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 08, 2023
Q4 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-15.8K- 49.5% |
$1.6M - $1.69M
|
16.1K
$1.7M
|
|
|
Jan 30, 2023
Q4 2022
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-16.3K- 61.93% |
$1.65M - $1.74M
|
10K
$1.06M
|
|
|
Jan 12, 2023
Q4 2022
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-16.6K- 70.47% |
$1.68M - $1.77M
|
6.95K
$735K
|
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-16.6K- 77.76% |
$1.69M - $1.78M
|
4.76K
$504K
|
|
|
Jan 25, 2023
Q4 2022
|
Sns Financial Group, LLC
|
SELL
|
- |
-16.9K- 9.19% |
$1.71M - $1.8M
|
167K
$17.6M
|
|
|
Mar 08, 2023
Q4 2022
|
Sheets Smith Wealth Management
|
SELL
|
- |
-17.1K- 24.65% |
$1.74M - $1.83M
|
52.4K
$5.55M
|
|
|
Feb 01, 2023
Q4 2022
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-18.6K- 10.73% |
$1.88M - $1.98M
|
154K
$16.3M
|
|
|
Feb 01, 2023
Q4 2022
|
Windsor Group LTD
|
SELL
|
- |
-19.1K- 16.26% |
$1.93M - $2.03M
|
98.1K
$10.4M
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-20.1K- 26.52% |
$2.04M - $2.15M
|
55.7K
$5.9M
|
|
|
Jan 25, 2023
Q4 2022
|
Stephens Inc
|
SELL
|
- |
-20.1K- 28.81% |
$2.04M - $2.15M
|
49.7K
$5.26M
|
|
|
Feb 09, 2023
Q4 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-20.7K- 86.06% |
$2.1M - $2.21M
|
3.36K
$355K
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-21.1K- 58.57% |
$2.14M - $2.25M
|
14.9K
$1.58M
|
|
|
Feb 09, 2023
Q4 2022
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-23.8K- 18.65% |
$2.42M - $2.54M
|
104K
$11M
|
|
|
Feb 13, 2023
Q4 2022
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-25.7K- 42.03% |
$2.61M - $2.75M
|
35.5K
$3.76M
|
|
|
Feb 14, 2023
Q4 2022
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-26.5K- 12.77% |
$2.69M - $2.82M
|
181K
$19.1M
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-26.7K- 16.31% |
$2.71M - $2.85M
|
137K
$14.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Helen Stephens Group, LLC
|
SELL
|
- |
-26.8K- 52.57% |
$2.72M - $2.86M
|
24.1K
$2.56M
|
|
|
Jan 31, 2023
Q4 2022
|
Graypoint LLC
|
SELL
|
- |
-27.8K- 54.03% |
$2.82M - $2.96M
|
23.6K
$2.5M
|
|
|
Jan 30, 2023
Q4 2022
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-28.1K- 13.75% |
$2.86M - $3M
|
176K
$18.7M
|
|
|
Feb 07, 2023
Q4 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-29.5K- 33.62% |
$2.99M - $3.14M
|
58.2K
$6.16M
|
|
|
Feb 03, 2023
Q4 2022
|
Old National Bancorp
|
SELL
|
- |
-30.5K- 51.17% |
$3.1M - $3.26M
|
29.2K
$3.09M
|
|
|
Feb 13, 2023
Q4 2022
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-30.6K- 41.17% |
$3.1M - $3.26M
|
43.7K
$4.62M
|
|
|
Feb 14, 2023
Q4 2022
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-30.8K- 12.99% |
$3.12M - $3.28M
|
206K
$21.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-31.4K- 37.27% |
$3.19M - $3.36M
|
52.9K
$5.6M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-32.1K- 20.84% |
$3.26M - $3.43M
|
122K
$12.9M
|
|
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-33.5K- 53.62% |
$3.4M - $3.57M
|
28.9K
$3.06M
|
|
|
Jan 13, 2023
Q4 2022
|
Olio Financial Planning
|
SELL
|
- |
-35.4K- 67.17% |
$3.59M - $3.78M
|
17.3K
$1.83M
|
|
|
Feb 13, 2023
Q4 2022
|
Brooklyn Fi, LLC
New York, NY |
SELL
|
- |
-36.1K- 92.24% |
$3.67M - $3.86M
|
3.04K
$322K
|
|
|
Feb 09, 2023
Q4 2022
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-40.9K- 46.44% |
$4.15M - $4.37M
|
47.2K
$4.99M
|
|
|
Feb 01, 2023
Q4 2022
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-41K- 22.92% |
$4.17M - $4.38M
|
138K
$14.6M
|
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-41.3K- 22.95% |
$4.2M - $4.41M
|
139K
$14.7M
|
|
|
Jan 19, 2023
Q4 2022
|
Curbstone Financial Management Corp
|
SELL
|
- |
-41.5K- 42.51% |
$4.21M - $4.42M
|
56.1K
$5.93M
|
|
|
Feb 10, 2023
Q4 2022
|
Jsf Financial, LLC
|
SELL
|
- |
-43.3K- 57.16% |
$4.4M - $4.63M
|
32.5K
$3.44M
|
|
|
Jan 24, 2023
Q4 2022
|
Caprin Asset Management LLC
Henrico, VA |
SELL
|
- |
-44.1K- 28.96% |
$4.47M - $4.7M
|
108K
$11.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-46K- 60.05% |
$4.67M - $4.91M
|
30.6K
$3.24M
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-46.4K- 23.24% |
$4.71M - $4.95M
|
153K
$16.2M
|
|
|
Jan 20, 2023
Q4 2022
|
Sage Financial Management Group, Inc.
|
SELL
|
- |
-47.7K- 81.37% |
$4.85M - $5.1M
|
10.9K
$1.16M
|
|
|
Jan 25, 2023
Q4 2022
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-53.1K- 84.39% |
$5.39M - $5.66M
|
9.81K
$1.04M
|
|
|
Feb 09, 2023
Q4 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-53.3K- 43.13% |
$5.41M - $5.69M
|
70.3K
$7.44M
|
|
|
Feb 14, 2023
Q4 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
SELL
|
- |
-53.4K- 35.1% |
$5.42M - $5.7M
|
98.8K
$10.5M
|
|
|
Feb 07, 2023
Q4 2022
|
Amg National Trust Bank
|
SELL
|
- |
-54.9K- 31.08% |
$5.57M - $5.86M
|
122K
$12.9M
|
|
|
Feb 02, 2023
Q4 2022
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-59.5K- 73.86% |
$6.04M - $6.35M
|
21.1K
$2.23M
|
|
|
Feb 13, 2023
Q4 2022
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-64.3K- 42.91% |
$6.52M - $6.86M
|
85.5K
$9.05M
|
|
|
Aug 11, 2023
Q4 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-64.5K- 35.2% |
$6.55M - $6.89M
|
119K
$12.6M
|
|
|
Feb 06, 2023
Q4 2022
|
Column Capital Advisors, LLC
|
SELL
|
- |
-66.3K- 12.86% |
$6.73M - $7.07M
|
449K
$47.5M
|
|
|
Feb 07, 2023
Q4 2022
|
Modera Wealth Management, LLC
|
SELL
|
- |
-68.4K- 79.93% |
$6.94M - $7.29M
|
17.2K
$1.82M
|
|
|
Feb 14, 2023
Q4 2022
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-69.3K- 95.52% |
$7.03M - $7.39M
|
3.25K
$344K
|
|
|
Jan 23, 2023
Q4 2022
|
Foster Group, Inc.
|
SELL
|
- |
-72.2K- 8.11% |
$7.33M - $7.7M
|
818K
$86.6M
|
|
|
Feb 06, 2023
Q4 2022
|
1900 Wealth Management LLC
|
SELL
|
- |
-74.9K- 25.33% |
$7.61M - $8M
|
221K
$23.4M
|
|
|
Jan 03, 2023
Q4 2022
|
Confluence Investment Management LLC
|
SELL
|
- |
-75.4K- 94.11% |
$7.65M - $8.05M
|
4.72K
$499K
|