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 10, 2023
Q4 2022
|
Assetmark, Inc
|
BUY
|
- |
18.9K+ 0.97% |
$1.92M - $2.02M
|
1.98M
$213M
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
18.9K+ 30.61% |
$1.92M - $2.02M
|
80.6K
$8.67M
|
|
Jan 25, 2023
Q4 2022
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
18.6KNew |
$1.89M - $1.98M
|
18.6K
$2M
|
|
Jan 27, 2023
Q4 2022
|
Mc Adam, LLC
|
BUY
|
- |
18.5K+ 27.68% |
$1.88M - $1.98M
|
85.4K
$9.19M
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
18.5KNew |
$1.87M - $1.97M
|
18.5K
$1.99M
|
|
Feb 14, 2023
Q4 2022
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
18.2KNew |
$1.85M - $1.94M
|
18.2K
$1.96M
|
|
Feb 06, 2023
Q4 2022
|
Parsec Financial Management, Inc.
|
BUY
|
- |
18.1K+ 16.43% |
$1.83M - $1.93M
|
128K
$13.8M
|
|
Jan 31, 2023
Q4 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
17.8K+ 8.23% |
$1.81M - $1.9M
|
234K
$25.2M
|
|
Feb 14, 2023
Q4 2022
|
Stokes Family Office, LLC
|
BUY
|
- |
17.8K+ 105.62% |
$1.8M - $1.9M
|
34.6K
$3.72M
|
|
Feb 14, 2023
Q4 2022
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
17.7KNew |
$1.8M - $1.89M
|
17.7K
$1.91M
|
|
Jan 10, 2023
Q4 2022
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
17.6K+ 15.67% |
$1.78M - $1.87M
|
130K
$13.9M
|
|
Jan 17, 2023
Q4 2022
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
17.3KNew |
$1.75M - $1.84M
|
17.3K
$1.86M
|
|
Jan 20, 2023
Q4 2022
|
Sunburst Financial Group, LLC
|
BUY
|
- |
17.2K+ 284.39% |
$1.74M - $1.83M
|
23.2K
$2.5M
|
|
Feb 08, 2023
Q4 2022
|
Trust Investment Advisors
|
BUY
|
- |
17.1KNew |
$1.73M - $1.82M
|
17.1K
$1.84M
|
|
Jan 25, 2023
Q4 2022
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
17K+ 645.85% |
$1.72M - $1.81M
|
19.6K
$2.11M
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
BUY
|
- |
16.8K+ 44.45% |
$1.71M - $1.79M
|
54.6K
$5.87M
|
|
Jan 19, 2023
Q4 2022
|
Alhambra Investment Partners LLC
|
BUY
|
- |
16.8K+ 141.79% |
$1.7M - $1.79M
|
28.6K
$3.08M
|
|
Feb 09, 2023
Q4 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
16.8K+ 2.79% |
$1.7M - $1.79M
|
618K
$66.5M
|
|
Jan 17, 2023
Q4 2022
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
16.7K+ 27.39% |
$1.69M - $1.78M
|
77.5K
$8.33M
|
|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
BUY
|
- |
16.6K+ 2.29% |
$1.69M - $1.78M
|
745K
$80.1M
|
|
Jan 31, 2023
Q4 2022
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
16.4KNew |
$1.67M - $1.75M
|
16.4K
$1.77M
|
|
Jan 25, 2023
Q4 2022
|
One Advisory Partners, LLC
|
BUY
|
- |
16.4K+ 54.25% |
$1.66M - $1.75M
|
46.6K
$5.01M
|
|
Jan 20, 2023
Q4 2022
|
Newton One Investments LLC
|
BUY
|
- |
16.4KNew |
$1.66M - $1.75M
|
16.4K
$1.76M
|
|
Feb 09, 2023
Q4 2022
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
16.2K+ 63.1% |
$1.65M - $1.73M
|
42K
$4.52M
|
|
Jan 17, 2023
Q4 2022
|
4 J Wealth Management LLC
|
BUY
|
- |
16K+ 108.75% |
$1.62M - $1.7M
|
30.6K
$3.29M
|
|
Jan 17, 2023
Q4 2022
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
15.7KNew |
$1.59M - $1.67M
|
15.7K
$1.69M
|
|
Jun 27, 2023
Q4 2022
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
15.6K+ 73.89% |
$1.59M - $1.67M
|
36.8K
$3.96M
|
|
Feb 15, 2023
Q4 2022
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
15.5K+ 5.04% |
$1.57M - $1.65M
|
322K
$34.6M
|
|
Jan 19, 2023
Q4 2022
|
Chesley Taft & Associates LLC
|
BUY
|
- |
15.4K+ 11.92% |
$1.56M - $1.64M
|
144K
$15.5M
|
|
Feb 13, 2023
Q4 2022
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
15.3KNew |
$1.55M - $1.63M
|
15.3K
$1.65M
|
|
Feb 09, 2023
Q4 2022
|
Hamilton Wealth, LLC
|
BUY
|
- |
15.3K+ 157.34% |
$1.55M - $1.63M
|
25K
$2.69M
|
|
Jan 19, 2023
Q4 2022
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
15.1K+ 195.77% |
$1.54M - $1.62M
|
22.9K
$2.46M
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
15K+ 10.16% |
$1.52M - $1.6M
|
163K
$17.5M
|
|
Feb 10, 2023
Q4 2022
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
14.8K+ 299.7% |
$1.5M - $1.58M
|
19.7K
$2.12M
|
|
Feb 03, 2023
Q4 2022
|
Sepio Capital, LP
|
BUY
|
- |
14.7KNew |
$1.5M - $1.57M
|
14.7K
$1.59M
|
|
Feb 06, 2023
Q4 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
14.7K+ 94.02% |
$1.5M - $1.57M
|
30.4K
$3.27M
|
|
Jan 25, 2023
Q4 2022
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
14.4KNew |
$1.46M - $1.53M
|
14.4K
$1.54M
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
14.3K+ 34.58% |
$1.46M - $1.53M
|
55.8K
$6M
|
|
Feb 07, 2023
Q4 2022
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
14.3KNew |
$1.45M - $1.52M
|
14.3K
$1.53M
|
|
Feb 01, 2023
Q4 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
14.1K+ 76.13% |
$1.43M - $1.51M
|
32.7K
$3.52M
|
|
Feb 14, 2023
Q4 2022
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
13.5KNew |
$1.37M - $1.44M
|
13.5K
$1.45M
|
|
Feb 14, 2023
Q4 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
13.4K+ 72.48% |
$1.36M - $1.43M
|
32K
$3.44M
|
|
Feb 06, 2023
Q4 2022
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
13K+ 647.5% |
$1.31M - $1.38M
|
15K
$1.61M
|
|
Jan 23, 2023
Q4 2022
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
12.9KNew |
$1.31M - $1.38M
|
12.9K
$1.39M
|
|
Jan 27, 2023
Q4 2022
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
12.8KNew |
$1.3M - $1.37M
|
12.8K
$1.38M
|
|
Feb 07, 2023
Q4 2022
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
12.8KNew |
$1.3M - $1.36M
|
12.8K
$1.38M
|
|
Feb 01, 2023
Q4 2022
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
12.8K+ 3.04% |
$1.3M - $1.36M
|
433K
$46.5M
|
|
Feb 15, 2023
Q4 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
12.8K+ 38.09% |
$1.29M - $1.36M
|
46.2K
$4.97M
|
|
Feb 14, 2023
Q4 2022
|
Crestwood Advisors Group LLC
|
BUY
|
- |
12.7K+ 4.04% |
$1.29M - $1.35M
|
327K
$35.1M
|
|
Feb 08, 2023
Q4 2022
|
Sofi Wealth, LLC
|
BUY
|
- |
12.7K+ 3.71% |
$1.29M - $1.35M
|
355K
$38.2M
|