Purchases and Sales Made in Q4 2022 in Ishares National Muni Bond ETF (MUB)

MUB Quotes by TradingView

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 09, 2023 Q4 2022
Wedmont Private Capital

BUY
 -
79.2K
+ 111.27%
$8.04M - $8.45M
150K $16.2M
Feb 15, 2023 Q4 2022
Steward Partners Investment Advisory, LLC

BUY
 -
78.6K
+ 62.02%
$7.98M - $8.38M
205K $22.1M
Feb 14, 2023 Q4 2022
Financial Partners Group, Inc

Overland Park, KS
BUY
 -
78.5K
+ 3373.97%
$7.97M - $8.38M
80.9K $8.7M
Feb 14, 2023 Q4 2022
Financial Engines Advisors L.L.C.

Santa Clara, CA
BUY
 -
77.2K
+ 20.56%
$7.84M - $8.24M
453K $48.7M
Jan 19, 2023 Q4 2022
Stratos Wealth Partners, Ltd.

BUY
 -
76.5K
+ 317.08%
$7.76M - $8.16M
101K $10.8M
Feb 06, 2023 Q4 2022
Lebenthal Global Advisors, LLC

BUY
 -
76K
+ 87.99%
$7.72M - $8.11M
162K $17.5M
Feb 01, 2023 Q4 2022
Private Ocean, LLC

BUY
 -
75.5K
+ 113.2%
$7.66M - $8.06M
142K $15.3M
Feb 14, 2023 Q4 2022
Sage View Advisory Group, LLC

Newport Beach, CA
BUY
 -
75.2K
New
$7.63M - $8.02M
75.2K $8.09M
Feb 13, 2023 Q4 2022
Johnson Financial Group, Inc.

Racine, WI
BUY
 -
72.3K
+ 42.07%
$7.34M - $7.72M
244K $26.3M
Feb 15, 2023 Q4 2022
Cerity Partners LLC

New York, NY
BUY
 -
70.8K
+ 30.68%
$7.19M - $7.56M
302K $32.4M
Jan 09, 2023 Q4 2022
Cambridge Trust CO

Boston, MA
BUY
 -
69.8K
+ 6949.2%
$7.08M - $7.45M
70.8K $7.61M
Jan 26, 2023 Q4 2022
Comerica Bank

BUY
 -
68.9K
+ 50.79%
$6.99M - $7.35M
205K $22M
Feb 13, 2023 Q4 2022
Mount Yale Investment Advisors, LLC

BUY
 -
66.7K
+ 1147.13%
$6.77M - $7.12M
72.5K $7.8M
Jan 18, 2023 Q4 2022
Moller Financial Services

BUY
 -
65.9K
+ 479.41%
$6.68M - $7.03M
79.6K $8.56M
Feb 09, 2023 Q4 2022
Financial Insights, Inc.

BUY
 -
65.3K
+ 487.32%
$6.63M - $6.97M
78.7K $8.47M
Feb 13, 2023 Q4 2022
3 D/L Capital Management, LLC

BUY
 -
63.4K
+ 961.89%
$6.44M - $6.77M
70K $7.53M
Feb 14, 2023 Q4 2022
Laird Norton Trust Company, LLC

BUY
 -
63.1K
+ 26.92%
$6.4M - $6.73M
297K $32M
Feb 14, 2023 Q4 2022
Robertson Stephens Wealth Management, LLC

San Francisco, CA
BUY
 -
62.7K
+ 161.15%
$6.37M - $6.69M
102K $10.9M
Jan 10, 2023 Q4 2022
Single Point Partners, LLC

BUY
 -
61.7K
+ 86.06%
$6.26M - $6.58M
133K $14.3M
Feb 02, 2023 Q4 2022
Forvis Wealth Advisors, LLC

BUY
 -
61.4K
+ 129.28%
$6.23M - $6.55M
109K $11.7M
May 01, 2023 Q4 2022
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
61.4K
New
$6.23M - $6.55M
61.4K $6.6M
Jan 24, 2023 Q4 2022
Rfp Financial Group LLC

Atlanta, GA
BUY
 -
60.2K
New
$6.11M - $6.42M
60.2K $6.47M
Jan 10, 2023 Q4 2022
Apella Capital, LLC

BUY
 -
58.6K
+ 45.91%
$5.95M - $6.26M
186K $20M
Feb 10, 2023 Q4 2022
First Citizens Asset Management, Inc.

Raleigh, NC
BUY
 -
57.3K
New
$5.82M - $6.12M
57.3K $6.16M
Jan 18, 2023 Q4 2022
Hudson Capital Management LLC

BUY
 -
55.9K
New
$5.68M - $5.97M
55.9K $6.01M
Jan 24, 2023 Q4 2022
Park Avenue Securities LLC

BUY
 -
55.7K
+ 8.57%
$5.65M - $5.94M
705K $75.8M
Feb 06, 2023 Q4 2022
Gyl Financial Synergies, LLC

BUY
 -
55.5K
+ 56.77%
$5.63M - $5.92M
153K $16.5M
Jan 09, 2023 Q4 2022
Trust CO

BUY
 -
54.2K
+ 559.38%
$5.5M - $5.79M
63.9K $6.87M
Feb 06, 2023 Q4 2022
Brinker Capital Investments, LLC

BUY
 -
54K
+ 27.24%
$5.49M - $5.77M
252K $27.2M
Feb 14, 2023 Q4 2022
Old Mission Capital LLC

BUY
 -
53.5K
New
$5.43M - $5.71M
53.5K $5.76M
Jan 09, 2023 Q4 2022
Bromfield Sneider Wealth Advisors

BUY
 -
52.5K
+ 2013.58%
$5.33M - $5.6M
55.1K $5.92M
Feb 13, 2023 Q4 2022
Rinkey Investments

San Diego, CA
BUY
 -
49.7K
+ 109.98%
$5.04M - $5.3M
94.8K $10.2M
Feb 10, 2023 Q4 2022
Svb Wealth LLC

Boston, MA
BUY
 -
49.6K
+ 274.47%
$5.04M - $5.3M
67.7K $7.28M
Feb 06, 2023 Q4 2022
Smith & Howard Wealth Management, LLC

BUY
 -
49.6K
+ 36.75%
$5.04M - $5.29M
185K $19.9M
Feb 14, 2023 Q4 2022
Prudential Financial Inc

Newark, NJ
BUY
 -
49K
+ 23.23%
$4.98M - $5.23M
260K $28M
Feb 02, 2023 Q4 2022
Dfpg Investments, LLC

BUY
 -
48.7K
New
$4.95M - $5.2M
48.7K $5.24M
Jan 20, 2023 Q4 2022
Apeiron Ria LLC

BUY
 -
48.7K
+ 327.14%
$4.94M - $5.19M
63.5K $6.83M
Feb 14, 2023 Q4 2022
Equitable Holdings, Inc.

New York, NY
BUY
 -
48.1K
+ 41.24%
$4.88M - $5.13M
165K $17.7M
Nov 17, 2023 Q4 2022
Granite Harbor Advisors, Inc.

Houston, TX
BUY
 -
47.7K
New
$4.85M - $5.09M
47.7K $5.13M
Feb 09, 2023 Q4 2022
Detalus Advisors, LLC

BUY
 -
47.7K
+ 600.44%
$4.84M - $5.09M
55.6K $5.98M
Feb 09, 2023 Q4 2022
Joseph Group Capital Management

Columbus, OH
BUY
 -
47.1K
New
$4.78M - $5.03M
47.1K $5.07M
Feb 15, 2023 Q4 2022
Hassell Wealth Management, LLC

Houma, LA
BUY
 -
46.9K
New
$4.76M - $5.01M
46.9K $5.05M
Feb 03, 2023 Q4 2022
Regions Financial Corp

BUY
 -
45.5K
+ 31.48%
$4.62M - $4.85M
190K $20.4M
Feb 14, 2023 Q4 2022
United Bank

Vienna, VA
BUY
 -
44.7K
+ 317.52%
$4.54M - $4.77M
58.8K $6.32M
Jan 19, 2023 Q4 2022
Catalyst Financial Partners LLC

Boston, MA
BUY
 -
43.5K
New
$4.42M - $4.64M
43.5K $4.68M
Feb 08, 2023 Q4 2022
Tiedemann Advisors, LLC

BUY
 -
43.3K
+ 54.0%
$4.39M - $4.62M
123K $13.3M
Feb 10, 2023 Q4 2022
Sand Hill Global Advisors, LLC

Palo Alto, CA
BUY
 -
42.4K
+ 69.28%
$4.31M - $4.53M
104K $11.2M
Jan 18, 2023 Q4 2022
Boyd Watterson Asset Management LLC

BUY
 -
41.7K
New
$4.23M - $4.45M
41.7K $4.48M
Jan 26, 2023 Q4 2022
Pds Planning, Inc

BUY
 -
41.3K
+ 59.1%
$4.2M - $4.41M
111K $12M

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