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
|
Sofi Wealth, LLC
|
BUY
|
- |
12.7K+ 3.71% |
$1.29M - $1.35M
|
355K
$37.3M
|
|
|
Apr 10, 2023
Q4 2022
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
12.7KNew |
$1.29M - $1.35M
|
12.7K
$1.33M
|
|
|
Feb 03, 2023
Q4 2022
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
12.6KNew |
$1.27M - $1.34M
|
12.6K
$1.32M
|
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
12.5KNew |
$1.27M - $1.33M
|
12.5K
$1.31M
|
|
|
Jan 02, 2024
Q4 2022
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
12.1KNew |
$1.23M - $1.29M
|
12.1K
$1.27M
|
|
|
Jan 17, 2023
Q4 2022
|
Forte Asset Management LLC
|
BUY
|
- |
12.1K+ 20.54% |
$1.23M - $1.29M
|
70.9K
$7.45M
|
|
|
Feb 14, 2023
Q4 2022
|
Comprehensive Financial Management LLC
Los Gatos, CA |
BUY
|
- |
12KNew |
$1.22M - $1.28M
|
12K
$1.26M
|
|
|
Dec 20, 2023
Q4 2022
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
12KNew |
$1.22M - $1.28M
|
12K
$1.26M
|
|
|
Feb 14, 2023
Q4 2022
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
11.9KNew |
$1.21M - $1.27M
|
11.9K
$1.25M
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Planning Group
|
BUY
|
- |
11.9K+ 81.92% |
$1.2M - $1.27M
|
26.4K
$2.77M
|
|
|
Feb 14, 2023
Q4 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
11.9K+ 29.94% |
$1.2M - $1.27M
|
51.5K
$5.42M
|
|
|
Jan 19, 2023
Q4 2022
|
Tsfg, LLC
|
BUY
|
- |
11.9K+ 43903.7% |
$1.2M - $1.27M
|
11.9K
$1.25M
|
|
|
Feb 14, 2023
Q4 2022
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
11.9KNew |
$1.2M - $1.26M
|
11.9K
$1.25M
|
|
|
Feb 06, 2023
Q4 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
11.8K+ 35.7% |
$1.2M - $1.26M
|
45K
$4.74M
|
|
|
Feb 13, 2023
Q4 2022
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
11.6KNew |
$1.18M - $1.24M
|
11.6K
$1.23M
|
|
|
Feb 07, 2023
Q4 2022
|
Crewe Advisors LLC
|
BUY
|
- |
11.5K+ 202.5% |
$1.17M - $1.23M
|
17.2K
$1.81M
|
|
|
Jan 19, 2023
Q4 2022
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
11.1K+ 63.59% |
$1.13M - $1.18M
|
28.5K
$3M
|
|
|
Feb 01, 2023
Q4 2022
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
10.9K+ 21.95% |
$1.1M - $1.16M
|
60.4K
$6.35M
|
|
|
Jan 25, 2023
Q4 2022
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
10.8KNew |
$1.1M - $1.15M
|
10.8K
$1.14M
|
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
10.6K+ 49.38% |
$1.08M - $1.13M
|
32.2K
$3.38M
|
|
|
Feb 06, 2023
Q4 2022
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
10.2K+ 64.89% |
$1.04M - $1.09M
|
26K
$2.73M
|
|
|
Jan 27, 2023
Q4 2022
|
Annex Advisory Services, LLC
|
BUY
|
- |
9.68K+ 6.41% |
$983K - $1.03M
|
161K
$16.9M
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
9.66K+ 13.38% |
$980K - $1.03M
|
81.9K
$8.61M
|
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
9.65K+ 13.21% |
$979K - $1.03M
|
82.7K
$8.7M
|
|
|
Jan 26, 2023
Q4 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
9.43K+ 97.07% |
$957K - $1.01M
|
19.1K
$2.01M
|
|
|
Feb 03, 2023
Q4 2022
|
Tfo Tdc, LLC
|
BUY
|
- |
9.4K+ 548.31% |
$954K - $1M
|
11.1K
$1.17M
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
9.21K+ 86.87% |
$934K - $982K
|
19.8K
$2.08M
|
|
|
Jan 11, 2023
Q4 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
9.1KNew |
$924K - $971K
|
9.1K
$957K
|
|
|
Feb 14, 2023
Q4 2022
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
8.96KNew |
$909K - $956K
|
8.96K
$942K
|
|
|
Oct 09, 2024
Q4 2022
|
Martel Wealth Advisors Inc
Vancouver, WA |
BUY
|
- |
8.94K+ 15.5% |
$908K - $955K
|
66.7K
$7.01M
|
|
|
Feb 14, 2023
Q4 2022
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
8.92K+ 7.72% |
$906K - $952K
|
125K
$13.1M
|
|
|
Feb 10, 2023
Q4 2022
|
Csenge Advisory Group
|
BUY
|
- |
8.81K+ 90.81% |
$895K - $941K
|
18.5K
$1.95M
|
|
|
Feb 16, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
8.37K+ 528.95% |
$849K - $893K
|
9.95K
$1.05M
|
|
|
Jan 16, 2024
Q4 2022
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
8.31K+ 35.12% |
$843K - $887K
|
32K
$3.36M
|
|
|
Feb 06, 2023
Q4 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
8.28K+ 127.12% |
$840K - $883K
|
14.8K
$1.56M
|
|
|
May 15, 2023
Q4 2022
|
Klr Investment Advisors, LLC
Providence, RI |
BUY
|
- |
8.23KNew |
$835K - $878K
|
8.23K
$866K
|
|
|
Feb 01, 2023
Q4 2022
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
8.15K+ 7.39% |
$827K - $870K
|
118K
$12.5M
|
|
|
Feb 15, 2023
Q4 2022
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
8.11K+ 125.16% |
$824K - $866K
|
14.6K
$1.54M
|
|
|
Feb 14, 2023
Q4 2022
|
Ironwood Wealth Management, Llc.
|
BUY
|
- |
8.03K+ 62.05% |
$815K - $857K
|
21K
$2.21M
|
|
|
Jan 27, 2023
Q4 2022
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
8.02KNew |
$814K - $856K
|
8.02K
$844K
|
|
|
Feb 13, 2023
Q4 2022
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
7.98KNew |
$810K - $852K
|
7.98K
$840K
|
|
|
Feb 01, 2023
Q4 2022
|
Trust CO Of Virginia
|
BUY
|
- |
7.83K+ 115.02% |
$794K - $835K
|
14.6K
$1.54M
|
|
|
Jan 18, 2023
Q4 2022
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
7.8K+ 74.65% |
$792K - $832K
|
18.2K
$1.92M
|
|
|
Jan 18, 2023
Q4 2022
|
Wesbanco Bank Inc
|
BUY
|
- |
7.75K+ 7.19% |
$786K - $827K
|
116K
$12.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
7.68K+ 23.95% |
$779K - $819K
|
39.7K
$4.18M
|
|
|
Jan 30, 2023
Q4 2022
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
7.67KNew |
$778K - $818K
|
7.67K
$807K
|
|
|
Feb 13, 2023
Q4 2022
|
Executive Wealth Management, LLC
|
BUY
|
- |
7.48KNew |
$759K - $798K
|
7.48K
$786K
|
|
|
Jan 11, 2023
Q4 2022
|
New England Guild Wealth Advisors, Inc.
|
BUY
|
- |
7.47K+ 64.62% |
$758K - $797K
|
19K
$2M
|
|
|
Jan 11, 2023
Q4 2022
|
Parkside Investments, LLC
|
BUY
|
- |
7.4K+ 4.52% |
$751K - $790K
|
171K
$18M
|
|
|
Jan 09, 2023
Q4 2022
|
Pure Financial Advisors, LLC
|
BUY
|
- |
7.39K+ 42.77% |
$750K - $788K
|
24.7K
$2.59M
|