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
Feb 14, 2023 Q4 2022
Keebeck Wealth Management, LLC

Chicago, IL
BUY
 -
7.35K
+ 7.94%
$747K - $785K
99.9K $10.5M
Feb 07, 2023 Q4 2022
Brio Consultants, LLC

BUY
 -
7.35K
+ 21.27%
$746K - $784K
41.9K $4.41M
Jan 19, 2023 Q4 2022
Mc Namara Financial Services, Inc.

BUY
 -
7.16K
+ 4.09%
$726K - $764K
182K $19.2M
Jan 20, 2023 Q4 2022
Riversedge Advisors, LLC

BUY
 -
7.13K
+ 23.9%
$723K - $760K
36.9K $3.89M
Jan 17, 2023 Q4 2022
Qp Wealth Management, LLC

BUY
 -
7.11K
New
$722K - $759K
7.11K $749K
Feb 14, 2023 Q4 2022
First Foundation Advisors

Irvine, CA
BUY
 -
7.02K
New
$713K - $750K
7.02K $740K
Dec 13, 2024 Q4 2022
Smart Wealth LLC

Omaha, NE
BUY
 -
6.93K
New
$703K - $740K
6.93K $730K
Feb 07, 2023 Q4 2022
Bcgm Wealth Management, LLC

BUY
 -
6.81K
+ 33.68%
$691K - $727K
27K $2.85M
Feb 06, 2023 Q4 2022
Vertex Planning Partners, LLC

Downers Grove, IL
BUY
 -
6.72K
New
$682K - $717K
6.72K $708K
Jan 30, 2023 Q4 2022
Private Capital Management LLC

BUY
 -
6.7K
New
$680K - $715K
6.7K $706K
Feb 27, 2023 Q4 2022
Rebalance, LLC

Palo Alto, CA
BUY
 -
6.61K
New
$671K - $706K
6.61K $697K
Feb 10, 2023 Q4 2022
Alliance Wealth Management Group

Flemington, NJ
BUY
 -
6.59K
+ 20.16%
$669K - $703K
39.3K $4.14M
Feb 07, 2023 Q4 2022
Integris Wealth Management, LLC

Monterey, CA
BUY
 -
6.51K
New
$661K - $695K
6.51K $686K
Feb 14, 2023 Q4 2022
Cary Street Partners Investment Advisory LLC

Richmond, VA
BUY
 -
6.5K
+ 91.34%
$660K - $693K
13.6K $1.43M
Feb 09, 2023 Q4 2022
Hbk Sorce Advisory LLC

Erie, PA
BUY
 -
6.49K
+ 47.4%
$659K - $693K
20.2K $2.13M
Feb 13, 2023 Q4 2022
Pinnacle Wealth Planning Services, Inc.

BUY
 -
6.35K
New
$645K - $678K
6.35K $669K
Jan 11, 2023 Q4 2022
Financial Management Professionals, Inc.

BUY
 -
6.29K
New
$638K - $671K
6.29K $662K
Feb 07, 2023 Q4 2022
Nwam LLC

Mercer Island, WA
BUY
 -
6.25K
+ 47.04%
$635K - $667K
19.5K $2.06M
Feb 13, 2023 Q4 2022
Snowden Capital Advisors LLC

New York, NY
BUY
 -
6.15K
New
$625K - $657K
6.15K $648K
Feb 10, 2023 Q4 2022
Beacon Bridge Wealth Partners, LLC

Conshohocken, PA
BUY
 -
6.07K
New
$616K - $648K
6.07K $639K
Jan 20, 2023 Q4 2022
Hb Wealth Management, LLC

BUY
 -
6.06K
New
$615K - $646K
6.06K $638K
Feb 01, 2023 Q4 2022
W.H. Cornerstone Investments Inc.

Kingston, MA
BUY
 -
6.02K
+ 142.55%
$611K - $642K
10.2K $1.08M
Jan 18, 2023 Q4 2022
Kfg Wealth Management, LLC

Granger, IN
BUY
 -
5.98K
New
$607K - $638K
5.98K $630K
Jan 25, 2023 Q4 2022
Whittier Trust CO

BUY
 -
5.96K
+ 16.62%
$605K - $636K
41.8K $4.4M
Feb 14, 2023 Q4 2022
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
BUY
 -
5.94K
+ 5.19%
$603K - $633K
120K $12.7M
Jan 31, 2023 Q4 2022
Venturi Wealth Management, LLC

Austin, TX
BUY
 -
5.92K
+ 8.33%
$601K - $632K
77K $8.11M
Jan 26, 2023 Q4 2022
Paulson Wealth Management Inc.

BUY
 -
5.91K
+ 33.15%
$600K - $630K
23.7K $2.5M
Jan 20, 2023 Q4 2022
Stone House Investment Management, LLC

BUY
 -
5.86K
+ 58.25%
$595K - $625K
15.9K $1.68M
Feb 02, 2023 Q4 2022
Raymond James Trust N.A.

BUY
 -
5.77K
+ 24.31%
$586K - $616K
29.5K $3.11M
Jan 25, 2023 Q4 2022
Lpwm LLC

Minneapolis, MN
BUY
 -
5.75K
+ 81.34%
$584K - $614K
12.8K $1.35M
Jan 25, 2023 Q4 2022
Strategic Family Wealth Counselors, L.L.C.

Fairfield, NJ
BUY
 -
5.69K
New
$577K - $607K
5.69K $599K
Jan 11, 2023 Q4 2022
Accurate Wealth Management, LLC

BUY
 -
5.68K
New
$576K - $606K
5.68K $598K
Feb 07, 2023 Q4 2022
Dakota Wealth Management

BUY
 -
5.63K
+ 18.78%
$571K - $601K
35.6K $3.75M
Jan 13, 2023 Q4 2022
Cooper Financial Group

BUY
 -
5.54K
New
$562K - $591K
5.54K $584K
Jan 12, 2023 Q4 2022
Dynamic Advisor Solutions LLC

BUY
 -
5.52K
+ 32.54%
$560K - $589K
22.5K $2.37M
Jan 12, 2023 Q4 2022
Mutual Advisors, LLC

Casper, WY
BUY
 -
5.48K
+ 16.24%
$556K - $585K
39.2K $4.13M
Feb 08, 2023 Q4 2022
First National Bank Of Omaha

Omaha, NE
BUY
 -
5.47K
+ 196.69%
$555K - $583K
8.25K $869K
Feb 01, 2023 Q4 2022
All Season Financial Advisors, Inc.

BUY
 -
5.4K
New
$548K - $576K
5.4K $569K
Jan 20, 2023 Q4 2022
Tcp Asset Management, LLC

Columbus, OH
BUY
 -
5.4K
New
$548K - $576K
5.4K $568K
Feb 13, 2025 Q4 2022
Msh Capital Advisors LLC

Scottsdale, AZ
BUY
 -
5.29K
+ 109.69%
$536K - $564K
10.1K $1.06M
Jan 20, 2023 Q4 2022
Alta Wealth Advisors LLC

BUY
 -
5.24K
+ 171.5%
$532K - $559K
8.3K $874K
Jan 30, 2023 Q4 2022
Twele Capital Management, Inc.

BUY
 -
5.24K
+ 26.65%
$532K - $559K
24.9K $2.62M
Jan 24, 2023 Q4 2022
Madison Wealth Partners, Inc

BUY
 -
5.23K
+ 22.45%
$531K - $558K
28.5K $3M
Feb 09, 2023 Q4 2022
Seaside Wealth Management, Inc.

Carlsbad, CA
BUY
 -
5.18K
+ 9.56%
$526K - $552K
59.3K $6.25M
Feb 06, 2023 Q4 2022
Sterling Investment Advisors, Ltd.

BUY
 -
5.1K
+ 44.06%
$518K - $544K
16.7K $1.76M
Jan 18, 2023 Q4 2022
Johnson Bixby & Associates, LLC

BUY
 -
5.08K
+ 20.91%
$515K - $542K
29.4K $3.09M
Feb 06, 2023 Q4 2022
Navalign, LLC

BUY
 -
5.03K
+ 98.24%
$511K - $537K
10.2K $1.07M
Feb 27, 2023 Q4 2022
Gallagher Benefit Services, Inc.

Rolling Meadows, IL
BUY
 -
5.03K
New
$510K - $536K
5.03K $529K
Feb 13, 2023 Q4 2022
Monetary Management Group Inc

St Louis, MO
BUY
 -
5K
New
$508K - $534K
5K $527K

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