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 03, 2023
Q4 2022
|
Esg Planning
Santa Clara, CA |
SELL
|
- |
-92.5K- 56.34% |
$9.39M - $9.87M
|
71.7K
$7.71M
|
|
|
Feb 01, 2023
Q4 2022
|
Private Portfolio Partners LLC
|
SELL
|
- |
-92.7K- 90.4% |
$9.41M - $9.89M
|
9.85K
$1.06M
|
|
|
Feb 02, 2023
Q4 2022
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-97.3K- 49.83% |
$9.88M - $10.4M
|
98K
$10.5M
|
|
|
Jan 30, 2023
Q4 2022
|
Sharkey, Howes & Javer
|
SELL
|
- |
-100K- 66.92% |
$10.2M - $10.7M
|
49.7K
$5.34M
|
|
|
Feb 06, 2023
Q4 2022
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-102K- 66.3% |
$10.4M - $10.9M
|
51.8K
$5.57M
|
|
|
Jan 27, 2023
Q4 2022
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-103K- 96.76% |
$10.5M - $11M
|
3.45K
$371K
|
|
|
Feb 10, 2023
Q4 2022
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-104K- 41.27% |
$10.5M - $11.1M
|
148K
$15.9M
|
|
|
Jan 23, 2023
Q4 2022
|
Aspiriant, LLC
|
SELL
|
- |
-106K- 34.93% |
$10.8M - $11.3M
|
198K
$21.3M
|
|
|
Jan 10, 2023
Q4 2022
|
Coldstream Capital Management Inc
|
SELL
|
- |
-109K- 15.77% |
$11.1M - $11.7M
|
583K
$62.7M
|
|
|
Jan 05, 2023
Q4 2022
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-110K- 88.53% |
$11.2M - $11.7M
|
14.3K
$1.53M
|
|
|
Feb 08, 2023
Q4 2022
|
Estate Counselors, LLC
|
SELL
|
- |
-118K- 70.15% |
$12M - $12.6M
|
50.2K
$5.4M
|
|
|
Feb 02, 2023
Q4 2022
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-126K- 45.79% |
$12.8M - $13.4M
|
149K
$16M
|
|
|
Feb 14, 2023
Q4 2022
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-131K- 71.93% |
$13.3M - $14M
|
51.3K
$5.51M
|
|
|
Feb 09, 2023
Q4 2022
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-142K- 43.88% |
$14.4M - $15.1M
|
181K
$19.5M
|
|
|
Jan 24, 2023
Q4 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-144KClosed |
$14.6M - $15.4M
|
0
$0
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-176K- 1.73% |
$17.8M - $18.7M
|
9.99M
$1.07B
|
|
|
Jan 18, 2023
Q4 2022
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-192K- 98.53% |
$19.5M - $20.5M
|
2.87K
$309K
|
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
SELL
|
- |
-238K- 22.27% |
$24.1M - $25.4M
|
829K
$89.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-243K- 88.33% |
$24.6M - $25.9M
|
32.1K
$3.45M
|
|
|
Jan 12, 2023
Q4 2022
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-253K- 8.89% |
$25.6M - $27M
|
2.59M
$278M
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-303K- 43.12% |
$30.7M - $32.3M
|
399K
$42.9M
|
|
|
Jan 10, 2023
Q4 2022
|
West Financial Advisors, LLC
|
SELL
|
- |
-316K- 98.26% |
$32.1M - $33.7M
|
5.61K
$603K
|
|
|
Jan 17, 2023
Q4 2022
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-338K- 30.58% |
$34.3M - $36.1M
|
768K
$82.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-347K- 87.92% |
$35.2M - $37M
|
47.6K
$5.12M
|
|
|
Oct 23, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-347K- 87.92% |
$35.2M - $37M
|
47.6K
$5.12M
|
|
|
Feb 10, 2023
Q4 2022
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-347K- 76.82% |
$35.2M - $37M
|
105K
$11.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-440K- 92.7% |
$44.7M - $47M
|
34.6K
$3.73M
|
|
|
Feb 02, 2023
Q4 2022
|
Bailard, Inc.
|
SELL
|
- |
-445K- 69.26% |
$45.2M - $47.5M
|
198K
$21.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-697K- 89.61% |
$70.7M - $74.4M
|
80.8K
$8.69M
|
|
|
Feb 14, 2023
Q4 2022
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-998K- 62.32% |
$101M - $107M
|
604K
$64.9M
|
|
|
Feb 10, 2023
Q4 2022
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-1.26M- 25.95% |
$128M - $135M
|
3.61M
$388M
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-2.72M- 24.72% |
$276M - $290M
|
8.28M
$891M
|
|
|
Feb 13, 2023
Q4 2022
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-4.33M- 45.46% |
$440M - $462M
|
5.2M
$559M
|
|
|
Feb 16, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-10.4M- 99.98% |
$1.05B - $1.11B
|
1.58K
$170K
|