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 14, 2022
Q3 2022
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-5.46K- 62.92% |
$560K - $593K
|
3.22K
$343K
|
|
|
Oct 18, 2022
Q3 2022
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-5.5K- 56.32% |
$564K - $597K
|
4.27K
$455K
|
|
|
Nov 14, 2022
Q3 2022
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-5.53K- 26.21% |
$567K - $600K
|
15.6K
$1.66M
|
|
|
Nov 14, 2022
Q3 2022
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-5.65K- 64.92% |
$579K - $613K
|
3.05K
$326K
|
|
|
Oct 25, 2022
Q3 2022
|
Sonata Capital Group Inc
|
SELL
|
- |
-5.77K- 20.5% |
$592K - $627K
|
22.4K
$2.39M
|
|
|
Jul 20, 2023
Q3 2022
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-5.87KClosed |
$602K - $637K
|
0
$0
|
|
|
Nov 02, 2022
Q3 2022
|
Ifg Advisors, LLC
|
SELL
|
- |
-5.99K- 40.38% |
$614K - $650K
|
8.84K
$943K
|
|
|
Oct 11, 2022
Q3 2022
|
Telemus Capital, LLC
|
SELL
|
- |
-6.04K- 42.6% |
$619K - $655K
|
8.13K
$868K
|
|
|
Nov 14, 2022
Q3 2022
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-6.15K- 5.9% |
$631K - $668K
|
98.2K
$10.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-6.38K- 11.73% |
$654K - $693K
|
48K
$5.13M
|
|
|
Oct 17, 2022
Q3 2022
|
Riversedge Advisors, LLC
|
SELL
|
- |
-6.4K- 17.68% |
$657K - $695K
|
29.8K
$3.18M
|
|
|
Nov 09, 2022
Q3 2022
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-6.47K- 26.36% |
$664K - $703K
|
18.1K
$1.93M
|
|
|
Oct 03, 2022
Q3 2022
|
Capital Investment Services Of America, Inc.
|
SELL
|
- |
-6.5K- 9.0% |
$667K - $706K
|
65.8K
$7.02M
|
|
|
Oct 14, 2022
Q3 2022
|
Blue Zone Wealth Advisors, LLC
|
SELL
|
- |
-6.55K- 47.55% |
$672K - $711K
|
7.23K
$771K
|
|
|
Nov 09, 2022
Q3 2022
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-6.57K- 67.17% |
$673K - $713K
|
3.21K
$342K
|
|
|
Oct 18, 2022
Q3 2022
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-7.07K- 58.73% |
$725K - $768K
|
4.97K
$530K
|
|
|
Oct 31, 2022
Q3 2022
|
Pinnacle Associates LTD
|
SELL
|
- |
-7.13K- 36.79% |
$731K - $774K
|
12.2K
$1.31M
|
|
|
Oct 24, 2022
Q3 2022
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-7.21KClosed |
$739K - $782K
|
0
$0
|
|
|
Oct 26, 2022
Q3 2022
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-7.25K- 20.66% |
$744K - $788K
|
27.9K
$2.97M
|
|
|
Nov 14, 2022
Q3 2022
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-7.46K- 25.12% |
$765K - $810K
|
22.2K
$2.37M
|
|
|
Oct 10, 2024
Q3 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-7.5K- 48.36% |
$769K - $814K
|
8.01K
$855K
|
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-7.55K- 23.84% |
$774K - $820K
|
24.1K
$2.57M
|
|
|
Oct 24, 2022
Q3 2022
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-7.59K- 19.45% |
$778K - $824K
|
31.4K
$3.35M
|
|
|
Oct 31, 2022
Q3 2022
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-7.68K- 20.89% |
$788K - $834K
|
29.1K
$3.11M
|
|
|
Nov 09, 2022
Q3 2022
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-7.82K- 10.36% |
$802K - $849K
|
67.7K
$7.22M
|
|
|
Nov 14, 2022
Q3 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-7.85K- 16.53% |
$805K - $852K
|
39.6K
$4.23M
|
|
|
Oct 26, 2022
Q3 2022
|
Waypoint Wealth Partners Inc.
|
SELL
|
- |
-7.85K- 65.15% |
$805K - $852K
|
4.2K
$448K
|
|
|
Nov 03, 2022
Q3 2022
|
Moneywise, Inc.
|
SELL
|
- |
-8.2K- 61.45% |
$841K - $891K
|
5.15K
$549K
|
|
|
Oct 26, 2022
Q3 2022
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-8.23K- 4.54% |
$844K - $893K
|
173K
$18.5M
|
|
|
Oct 05, 2022
Q3 2022
|
Econ Financial Services Corp
|
SELL
|
- |
-8.3K- 47.39% |
$851K - $902K
|
9.22K
$984K
|
|
|
Oct 31, 2022
Q3 2022
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-8.42K- 7.09% |
$863K - $914K
|
110K
$11.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-8.5K- 75.49% |
$872K - $923K
|
2.76K
$295K
|
|
|
Oct 14, 2022
Q3 2022
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-8.81K- 29.52% |
$904K - $957K
|
21K
$2.24M
|
|
|
Nov 04, 2022
Q3 2022
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-8.85K- 13.76% |
$907K - $961K
|
55.5K
$5.92M
|
|
|
Oct 18, 2024
Q3 2022
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-8.95K- 23.87% |
$918K - $972K
|
28.5K
$3.05M
|
|
|
Nov 04, 2022
Q3 2022
|
Estate Counselors, LLC
|
SELL
|
- |
-9.03K- 5.1% |
$926K - $981K
|
168K
$17.9M
|
|
|
Oct 26, 2022
Q3 2022
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-9.29K- 46.05% |
$952K - $1.01M
|
10.9K
$1.16M
|
|
|
Oct 14, 2022
Q3 2022
|
Gradient Investments LLC
|
SELL
|
- |
-9.4K- 94.65% |
$963K - $1.02M
|
531
$56.7K
|
|
|
Nov 14, 2022
Q3 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
SELL
|
- |
-9.54K- 5.9% |
$979K - $1.04M
|
152K
$16.2M
|
|
|
Oct 06, 2022
Q3 2022
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-9.56K- 7.14% |
$980K - $1.04M
|
124K
$13.3M
|
|
|
Oct 11, 2022
Q3 2022
|
Davenport & CO LLC
|
SELL
|
- |
-10.4K- 47.59% |
$1.07M - $1.13M
|
11.4K
$1.22M
|
|
|
Oct 09, 2024
Q3 2022
|
Martel Wealth Advisors Inc
Vancouver, WA |
SELL
|
- |
-10.5K- 15.45% |
$1.08M - $1.14M
|
57.7K
$6.16M
|
|
|
Nov 09, 2022
Q3 2022
|
Esg Planning
Santa Clara, CA |
SELL
|
- |
-10.7K- 6.12% |
$1.1M - $1.16M
|
164K
$17.5M
|
|
|
Oct 17, 2022
Q3 2022
|
Private Trust CO Na
|
SELL
|
- |
-10.9K- 64.46% |
$1.12M - $1.18M
|
6.01K
$641K
|
|
|
Oct 18, 2022
Q3 2022
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-10.9K- 7.48% |
$1.12M - $1.18M
|
135K
$14.4M
|
|
|
Oct 18, 2022
Q3 2022
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-11.5K- 5.32% |
$1.18M - $1.25M
|
205K
$21.8M
|
|
|
Oct 21, 2022
Q3 2022
|
Whittier Trust CO
|
SELL
|
- |
-11.7K- 24.67% |
$1.2M - $1.27M
|
35.8K
$3.82M
|
|
|
Nov 09, 2022
Q3 2022
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-11.9K- 9.35% |
$1.22M - $1.29M
|
116K
$12.3M
|
|
|
Oct 18, 2022
Q3 2022
|
Zhang Financial LLC
|
SELL
|
- |
-12.3K- 22.19% |
$1.26M - $1.34M
|
43.2K
$4.61M
|
|
|
Oct 07, 2022
Q3 2022
|
Single Point Partners, LLC
|
SELL
|
- |
-12.5K- 14.88% |
$1.28M - $1.36M
|
71.7K
$7.65M
|