Purchases and Sales Made in Q3 2022 in Ishares National Muni Bond ETF (MUB)
This table provides information about the institutional ownership of Ishares National Muni Bond ETF (MUB) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 26, 2022
Q3 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-766- 9.71% |
$78.6K - $83.2K
|
7.12K
$760K
|
|
|
Oct 05, 2022
Q3 2022
|
Curbstone Financial Management Corp
|
SELL
|
- |
-770- 0.78% |
$79K - $83.6K
|
97.5K
$10.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-771- 18.03% |
$79.1K - $83.7K
|
3.51K
$374K
|
|
|
Nov 01, 2022
Q3 2022
|
Mattern Wealth Management LLC
|
SELL
|
- |
-785- 13.41% |
$80.5K - $85.2K
|
5.07K
$541K
|
|
|
Nov 14, 2022
Q3 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-804- 4.03% |
$82.5K - $87.3K
|
19.1K
$2.04M
|
|
|
Oct 13, 2022
Q3 2022
|
Life Planning Partners, Inc
|
SELL
|
- |
-808- 4.19% |
$82.9K - $87.7K
|
18.5K
$1.97M
|
|
|
Oct 17, 2022
Q3 2022
|
Veracity Capital LLC
|
SELL
|
- |
-837- 14.46% |
$85.8K - $90.9K
|
4.95K
$528K
|
|
|
Nov 09, 2022
Q3 2022
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-841- 2.52% |
$86.2K - $91.3K
|
32.5K
$3.47M
|
|
|
Nov 04, 2022
Q3 2022
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-868- 15.39% |
$89K - $94.3K
|
4.77K
$509K
|
|
|
Nov 04, 2022
Q3 2022
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-870- 2.59% |
$89.2K - $94.5K
|
32.7K
$3.49M
|
|
|
Oct 28, 2022
Q3 2022
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-880- 5.3% |
$90.2K - $95.6K
|
15.7K
$1.68M
|
|
|
Oct 12, 2022
Q3 2022
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-908- 3.6% |
$93.1K - $98.6K
|
24.3K
$2.59M
|
|
|
Oct 13, 2022
Q3 2022
|
Benchmark Wealth Management, LLC
|
SELL
|
- |
-915- 14.14% |
$93.8K - $99.4K
|
5.56K
$593K
|
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-917- 1.34% |
$94K - $99.6K
|
67.4K
$7.19M
|
|
|
Aug 16, 2024
Q3 2022
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-931- 2.98% |
$95.5K - $101K
|
30.3K
$3.23M
|
|
|
Nov 07, 2022
Q3 2022
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-935- 25.37% |
$95.9K - $102K
|
2.75K
$293K
|
|
|
Oct 27, 2022
Q3 2022
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-950- 17.83% |
$97.4K - $103K
|
4.38K
$467K
|
|
|
Oct 17, 2022
Q3 2022
|
Altus Wealth Management, LLC
|
SELL
|
- |
-955- 19.73% |
$97.9K - $104K
|
3.89K
$415K
|
|
|
Nov 14, 2022
Q3 2022
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-974- 2.64% |
$99.9K - $106K
|
35.9K
$3.83M
|
|
|
Nov 07, 2022
Q3 2022
|
Ntv Asset Management LLC
|
SELL
|
- |
-1K- 7.25% |
$103K - $109K
|
12.8K
$1.37M
|
|
|
Oct 25, 2022
Q3 2022
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-1.01K- 3.38% |
$103K - $109K
|
28.8K
$3.07M
|
|
|
Oct 27, 2022
Q3 2022
|
Keybank National Association
|
SELL
|
- |
-1.01K- 3.07% |
$103K - $110K
|
31.8K
$3.39M
|
|
|
Oct 20, 2022
Q3 2022
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-1.01K- 30.8% |
$104K - $110K
|
2.27K
$242K
|
|
|
Nov 14, 2022
Q3 2022
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-1.03K- 92.11% |
$105K - $112K
|
88
$9.39K
|
|
|
Oct 12, 2022
Q3 2022
|
Advisory Alpha, LLC
|
SELL
|
- |
-1.04K- 7.52% |
$106K - $113K
|
12.8K
$1.36M
|
|
|
Nov 02, 2022
Q3 2022
|
Stephens Inc
|
SELL
|
- |
-1.08K- 1.53% |
$111K - $118K
|
69.8K
$7.45M
|
|
|
Nov 07, 2022
Q3 2022
|
Evoke Wealth, LLC
|
SELL
|
- |
-1.1K- 87.61% |
$112K - $119K
|
155
$16.5K
|
|
|
Oct 17, 2022
Q3 2022
|
Ellenbecker Investment Group
|
SELL
|
- |
-1.1K- 24.45% |
$113K - $119K
|
3.4K
$363K
|
|
|
Nov 08, 2022
Q3 2022
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-1.12K- 13.33% |
$115K - $122K
|
7.3K
$779K
|
|
|
Nov 14, 2022
Q3 2022
|
Dt Investment Partners, LLC
|
SELL
|
- |
-1.15K- 47.17% |
$118K - $125K
|
1.29K
$138K
|
|
|
Nov 08, 2022
Q3 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-1.16K- 7.8% |
$119K - $126K
|
13.7K
$1.46M
|
|
|
Dec 13, 2023
Q3 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-1.16K- 7.8% |
$119K - $126K
|
13.7K
$1.46M
|
|
|
Oct 17, 2022
Q3 2022
|
Highland Private Wealth Management
|
SELL
|
- |
-1.18K- 18.82% |
$121K - $128K
|
5.08K
$542K
|
|
|
Oct 12, 2022
Q3 2022
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-1.2K- 9.24% |
$123K - $130K
|
11.8K
$1.25M
|
|
|
Oct 31, 2022
Q3 2022
|
Calton & Associates, Inc.
|
SELL
|
- |
-1.2K- 22.95% |
$123K - $130K
|
4.03K
$430K
|
|
|
Oct 26, 2022
Q3 2022
|
Smart Money Group LLC
|
SELL
|
- |
-1.22K- 11.93% |
$125K - $132K
|
8.98K
$958K
|
|
|
Oct 13, 2022
Q3 2022
|
Patten Group, Inc.
|
SELL
|
- |
-1.26K- 10.16% |
$129K - $136K
|
11.1K
$1.18M
|
|
|
Oct 21, 2022
Q3 2022
|
Columbus Macro, LLC
|
SELL
|
- |
-1.27K- 10.86% |
$130K - $138K
|
10.4K
$1.11M
|
|
|
Oct 24, 2022
Q3 2022
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-1.28K- 25.66% |
$131K - $138K
|
3.69K
$394K
|
|
|
Nov 09, 2022
Q3 2022
|
Hallmark Capital Management Inc
|
SELL
|
- |
-1.28K- 30.27% |
$131K - $138K
|
2.94K
$313K
|
|
|
Oct 12, 2022
Q3 2022
|
Stokes Capital Advisors, LLC
|
SELL
|
- |
-1.28K- 6.89% |
$131K - $139K
|
17.2K
$1.84M
|
|
|
Dec 12, 2022
Q3 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-1.29K- 31.86% |
$132K - $140K
|
2.75K
$293K
|
|
|
Oct 25, 2022
Q3 2022
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-1.29K- 29.22% |
$133K - $140K
|
3.13K
$334K
|
|
|
Nov 10, 2022
Q3 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-1.34K- 30.42% |
$137K - $145K
|
3.05K
$326K
|
|
|
Oct 13, 2022
Q3 2022
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-1.34K- 10.27% |
$138K - $146K
|
11.7K
$1.25M
|
|
|
Nov 14, 2022
Q3 2022
|
Verde Capital Management
|
SELL
|
- |
-1.36K- 39.07% |
$139K - $148K
|
2.12K
$226K
|
|
|
Oct 31, 2022
Q3 2022
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-1.36K- 9.24% |
$139K - $148K
|
13.4K
$1.43M
|
|
|
Oct 31, 2022
Q3 2022
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-1.38K- 23.22% |
$142K - $150K
|
4.56K
$487K
|
|
|
Oct 24, 2022
Q3 2022
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-1.4K- 19.78% |
$143K - $151K
|
5.66K
$604K
|
|
|
Oct 05, 2022
Q3 2022
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-1.43K- 16.45% |
$146K - $155K
|
7.24K
$773K
|