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 31, 2022
Q3 2022
|
Kanawha Capital Management LLC
|
SELL
|
- |
-2.86K- 17.08% |
$293K - $311K
|
13.9K
$1.48M
|
|
|
Oct 05, 2022
Q3 2022
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-2.88K- 11.52% |
$295K - $313K
|
22.1K
$2.36M
|
|
|
Nov 08, 2022
Q3 2022
|
Tfo Tdc, LLC
|
SELL
|
- |
-3K- 63.67% |
$308K - $326K
|
1.71K
$183K
|
|
|
Nov 14, 2022
Q3 2022
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-3.09K- 57.82% |
$317K - $335K
|
2.25K
$240K
|
|
|
Nov 08, 2022
Q3 2022
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-3.11K- 31.92% |
$319K - $338K
|
6.63K
$708K
|
|
|
Nov 10, 2022
Q3 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-3.15K- 23.81% |
$323K - $342K
|
10.1K
$1.08M
|
|
|
Oct 18, 2022
Q3 2022
|
Innova Wealth Partners
|
SELL
|
- |
-3.23K- 26.29% |
$331K - $350K
|
9.05K
$966K
|
|
|
Oct 24, 2022
Q3 2022
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-3.29K- 57.46% |
$337K - $357K
|
2.43K
$260K
|
|
|
Oct 14, 2022
Q3 2022
|
Flc Capital Advisors
|
SELL
|
- |
-3.31K- 49.72% |
$340K - $360K
|
3.35K
$358K
|
|
|
Nov 08, 2022
Q3 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-3.35K- 77.88% |
$343K - $363K
|
950
$101K
|
|
|
Oct 28, 2022
Q3 2022
|
Savant Capital, LLC
|
SELL
|
- |
-3.36K- 18.73% |
$344K - $364K
|
14.6K
$1.55M
|
|
|
Oct 12, 2022
Q3 2022
|
Prosperity Planning, Inc.
|
SELL
|
- |
-3.47K- 13.58% |
$356K - $377K
|
22.1K
$2.36M
|
|
|
Nov 14, 2022
Q3 2022
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-3.54K- 19.11% |
$363K - $385K
|
15K
$1.6M
|
|
|
Oct 31, 2022
Q3 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-3.56K- 14.65% |
$365K - $387K
|
20.8K
$2.21M
|
|
|
Oct 21, 2022
Q3 2022
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-3.6K- 50.88% |
$369K - $391K
|
3.48K
$371K
|
|
|
Nov 14, 2022
Q3 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-3.61K- 31.52% |
$371K - $392K
|
7.85K
$837K
|
|
|
Nov 14, 2022
Q3 2022
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-3.68K- 27.7% |
$377K - $400K
|
9.61K
$1.03M
|
|
|
Nov 01, 2022
Q3 2022
|
Tenret CO LLC
|
SELL
|
- |
-3.69K- 8.12% |
$379K - $401K
|
41.8K
$4.46M
|
|
|
Nov 01, 2022
Q3 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-3.75K- 1.85% |
$384K - $407K
|
198K
$21.2M
|
|
|
Oct 21, 2022
Q3 2022
|
Cra Financial Services, LLC
|
SELL
|
- |
-3.77K- 55.97% |
$387K - $409K
|
2.97K
$316K
|
|
|
Oct 12, 2022
Q3 2022
|
Client First Capital LLC
|
SELL
|
- |
-3.81K- 23.03% |
$391K - $414K
|
12.7K
$1.36M
|
|
|
Nov 03, 2022
Q3 2022
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-3.84K- 9.57% |
$393K - $416K
|
36.2K
$3.87M
|
|
|
Nov 10, 2022
Q3 2022
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-3.88K- 27.98% |
$398K - $421K
|
9.98K
$1.06M
|
|
|
Oct 12, 2022
Q3 2022
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-3.91K- 17.76% |
$401K - $424K
|
18.1K
$1.93M
|
|
|
Nov 09, 2022
Q3 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-3.93K- 12.65% |
$403K - $427K
|
27.2K
$2.9M
|
|
|
Nov 03, 2022
Q3 2022
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-4K- 9.92% |
$410K - $434K
|
36.3K
$3.87M
|
|
|
Oct 25, 2022
Q3 2022
|
New Square Capital LLC
|
SELL
|
- |
-4.03K- 7.01% |
$413K - $438K
|
53.5K
$5.71M
|
|
|
Nov 07, 2022
Q3 2022
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-4.13K- 42.59% |
$423K - $448K
|
5.56K
$593K
|
|
|
Nov 03, 2022
Q3 2022
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-4.2K- 41.6% |
$431K - $456K
|
5.9K
$629K
|
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-4.21K- 18.96% |
$432K - $458K
|
18K
$1.92M
|
|
|
Nov 10, 2022
Q3 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-4.25K- 1.5% |
$436K - $462K
|
280K
$29.8M
|
|
|
Nov 09, 2022
Q3 2022
|
Edge Capital Group, LLC
|
SELL
|
- |
-4.27K- 56.72% |
$438K - $464K
|
3.26K
$348K
|
|
|
Oct 12, 2022
Q3 2022
|
Mission Wealth Management, LP
|
SELL
|
- |
-4.33K- 11.12% |
$444K - $470K
|
34.6K
$3.69M
|
|
|
Nov 04, 2022
Q3 2022
|
Cypress Capital Group
|
SELL
|
- |
-4.35K- 5.85% |
$446K - $472K
|
69.9K
$7.46M
|
|
|
Oct 25, 2022
Q3 2022
|
Meritage Portfolio Management
|
SELL
|
- |
-4.35K- 13.53% |
$446K - $473K
|
27.8K
$2.97M
|
|
|
Nov 03, 2022
Q3 2022
|
Gamble Jones Investment Counsel
|
SELL
|
- |
-4.4K- 59.48% |
$451K - $478K
|
3K
$320K
|
|
|
Nov 10, 2022
Q3 2022
|
Fairhaven Wealth Management, LLC
|
SELL
|
- |
-4.41K- 57.5% |
$452K - $479K
|
3.26K
$348K
|
|
|
Oct 20, 2022
Q3 2022
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-4.41K- 14.05% |
$453K - $479K
|
27K
$2.88M
|
|
|
Nov 04, 2022
Q3 2022
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-4.68K- 16.19% |
$480K - $509K
|
24.2K
$2.59M
|
|
|
Nov 07, 2022
Q3 2022
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-4.74K- 56.59% |
$486K - $514K
|
3.63K
$388K
|
|
|
Oct 31, 2022
Q3 2022
|
Prairie View Partners, LLC
|
SELL
|
- |
-4.74K- 35.77% |
$486K - $515K
|
8.51K
$909K
|
|
|
Nov 01, 2022
Q3 2022
|
Modera Wealth Management, LLC
|
SELL
|
- |
-4.99K- 5.51% |
$511K - $541K
|
85.5K
$9.13M
|
|
|
Oct 26, 2022
Q3 2022
|
Twele Capital Management, Inc.
|
SELL
|
- |
-5K- 20.28% |
$513K - $543K
|
19.7K
$2.1M
|
|
|
Oct 18, 2022
Q3 2022
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-5.01K- 38.02% |
$513K - $543K
|
8.16K
$871K
|
|
|
Oct 31, 2022
Q3 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-5.05K- 17.56% |
$518K - $549K
|
23.7K
$2.53M
|
|
|
Nov 18, 2022
Q3 2022
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-5.06K- 50.78% |
$518K - $549K
|
4.9K
$523K
|
|
|
Nov 14, 2022
Q3 2022
|
Greenwich Investment Management, Inc.
Stamford, CT |
SELL
|
- |
-5.13K- 57.58% |
$526K - $557K
|
3.78K
$403K
|
|
|
Oct 12, 2022
Q3 2022
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-5.15K- 45.53% |
$528K - $560K
|
6.17K
$658K
|
|
|
Oct 27, 2022
Q3 2022
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-5.16K- 5.95% |
$529K - $561K
|
81.5K
$8.7M
|
|
|
Nov 01, 2022
Q3 2022
|
Anson Capital, Inc.
|
SELL
|
- |
-5.4K- 34.88% |
$554K - $586K
|
10.1K
$1.08M
|