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 20, 2022
Q3 2022
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
32.5K+ 223.55% |
$3.33M - $3.53M
|
47K
$4.99M
|
|
Nov 15, 2022
Q3 2022
|
Traynor Capital Management, Inc.
|
BUY
|
- |
32.1KNew |
$3.3M - $3.49M
|
32.1K
$3.41M
|
|
Nov 08, 2022
Q3 2022
|
Rmr Wealth Builders
|
BUY
|
- |
32.1K+ 41.41% |
$3.29M - $3.49M
|
110K
$11.6M
|
|
Oct 20, 2022
Q3 2022
|
First Citizens Bank & Trust CO
|
BUY
|
- |
31.2K+ 9.33% |
$3.19M - $3.38M
|
365K
$38.7M
|
|
Nov 08, 2022
Q3 2022
|
Valley National Advisers Inc
|
BUY
|
- |
31KNew |
$3.17M - $3.36M
|
31K
$3.29M
|
|
Feb 17, 2023
Q3 2022
|
Old National Bancorp
|
BUY
|
- |
30.5K+ 104.78% |
$3.13M - $3.32M
|
59.7K
$6.34M
|
|
Nov 10, 2022
Q3 2022
|
Citizens Financial Group Inc
|
BUY
|
- |
30.3K+ 1405.76% |
$3.11M - $3.29M
|
32.4K
$3.44M
|
|
Nov 09, 2022
Q3 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
30.2K+ 18.45% |
$3.09M - $3.28M
|
194K
$20.6M
|
|
Oct 24, 2022
Q3 2022
|
Annex Advisory Services, LLC
|
BUY
|
- |
29.4K+ 24.18% |
$3.01M - $3.19M
|
151K
$16M
|
|
Nov 14, 2022
Q3 2022
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
29K+ 64.07% |
$2.97M - $3.15M
|
74.2K
$7.88M
|
|
Oct 14, 2022
Q3 2022
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
27.9K+ 9.45% |
$2.86M - $3.03M
|
323K
$34.3M
|
|
Nov 09, 2022
Q3 2022
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
27.7K+ 16.17% |
$2.84M - $3.01M
|
199K
$21.1M
|
|
Oct 28, 2022
Q3 2022
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
26.8K+ 18.06% |
$2.74M - $2.91M
|
175K
$18.6M
|
|
Oct 31, 2022
Q3 2022
|
Green Square Capital Advisors LLC
|
BUY
|
- |
26.7KNew |
$2.74M - $2.9M
|
26.7K
$2.83M
|
|
Oct 03, 2022
Q3 2022
|
Confluence Investment Management LLC
|
BUY
|
- |
26.2K+ 48.56% |
$2.69M - $2.84M
|
80.1K
$8.5M
|
|
Nov 14, 2022
Q3 2022
|
Q3 Asset Management
|
BUY
|
- |
26.1KNew |
$2.68M - $2.84M
|
26.1K
$2.77M
|
|
Nov 14, 2022
Q3 2022
|
M&T Bank Corp
|
BUY
|
- |
26K+ 20.03% |
$2.66M - $2.82M
|
156K
$16.5M
|
|
Nov 08, 2022
Q3 2022
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
25.6K+ 175.15% |
$2.62M - $2.78M
|
40.2K
$4.27M
|
|
Nov 03, 2022
Q3 2022
|
Regions Financial Corp
|
BUY
|
- |
25.3K+ 21.27% |
$2.6M - $2.75M
|
144K
$15.3M
|
|
Oct 28, 2022
Q3 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
24.5K+ 210.62% |
$2.51M - $2.66M
|
36.1K
$3.83M
|
|
Oct 24, 2022
Q3 2022
|
Thrive Wealth Management, LLC
|
BUY
|
- |
24.3K+ 62.93% |
$2.49M - $2.64M
|
62.9K
$6.67M
|
|
Nov 09, 2022
Q3 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
24.2K+ 18.05% |
$2.49M - $2.63M
|
159K
$16.8M
|
|
Nov 09, 2022
Q3 2022
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
24.2K+ 81.01% |
$2.48M - $2.63M
|
54.1K
$5.74M
|
|
Nov 01, 2022
Q3 2022
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
23.7K+ 51.41% |
$2.43M - $2.58M
|
69.9K
$7.42M
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
23.6K+ 0.52% |
$2.42M - $2.56M
|
4.55M
$483M
|
|
Nov 09, 2022
Q3 2022
|
Aveo Capital Partners, LLC
|
BUY
|
- |
23.3K+ 55.02% |
$2.39M - $2.53M
|
65.7K
$6.97M
|
|
Nov 14, 2022
Q3 2022
|
Apexium Financial, LP
|
BUY
|
- |
22.9K+ 145.95% |
$2.35M - $2.49M
|
38.7K
$4.1M
|
|
Nov 10, 2022
Q3 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
22.9K+ 41.89% |
$2.35M - $2.49M
|
77.6K
$8.24M
|
|
Nov 10, 2022
Q3 2022
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
22.7K+ 312.81% |
$2.33M - $2.47M
|
30K
$3.18M
|
|
Nov 09, 2022
Q3 2022
|
Alera Investment Advisors, LLC
|
BUY
|
- |
22.7K+ 13.17% |
$2.33M - $2.47M
|
195K
$20.7M
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
22.2KNew |
$2.28M - $2.41M
|
22.2K
$2.36M
|
|
Nov 02, 2022
Q3 2022
|
Ellevest, Inc.
|
BUY
|
- |
22K+ 3.12% |
$2.26M - $2.39M
|
728K
$77.3M
|
|
Oct 21, 2022
Q3 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
21.4K+ 92921.74% |
$2.19M - $2.32M
|
21.4K
$2.27M
|
|
Nov 14, 2022
Q3 2022
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
21.3K+ 7.78% |
$2.18M - $2.31M
|
295K
$31.3M
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
21.3K+ 62.38% |
$2.18M - $2.31M
|
55.3K
$5.87M
|
|
Nov 02, 2022
Q3 2022
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
20.7K+ 161.55% |
$2.12M - $2.25M
|
33.5K
$3.56M
|
|
Oct 17, 2022
Q3 2022
|
Btc Capital Management, Inc.
|
BUY
|
- |
19.7K+ 47.35% |
$2.03M - $2.14M
|
61.5K
$6.52M
|
|
Nov 14, 2022
Q3 2022
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
19.7K+ 71.52% |
$2.02M - $2.14M
|
47.3K
$5.02M
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
19K+ 147.87% |
$1.95M - $2.07M
|
31.9K
$3.39M
|
|
Nov 16, 2022
Q3 2022
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
19KNew |
$1.95M - $2.06M
|
19K
$2.01M
|
|
Oct 24, 2022
Q3 2022
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
18.5K+ 370.62% |
$1.9M - $2.01M
|
23.5K
$2.49M
|
|
Oct 11, 2022
Q3 2022
|
Apella Capital, LLC
|
BUY
|
- |
18.3K+ 16.73% |
$1.88M - $1.99M
|
128K
$13.6M
|
|
Oct 13, 2022
Q3 2022
|
Wesbanco Bank Inc
|
BUY
|
- |
17.7K+ 19.59% |
$1.81M - $1.92M
|
108K
$11.4M
|
|
Oct 20, 2022
Q3 2022
|
Girard Partners Ltd.
|
BUY
|
- |
17.4K+ 34.02% |
$1.79M - $1.89M
|
68.7K
$7.29M
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
17.3K+ 5.2% |
$1.78M - $1.88M
|
350K
$37.2M
|
|
Oct 31, 2022
Q3 2022
|
1900 Wealth Management LLC
|
BUY
|
- |
17K+ 6.12% |
$1.75M - $1.85M
|
296K
$31.4M
|
|
Oct 28, 2022
Q3 2022
|
Comerica Bank
|
BUY
|
- |
16.8K+ 14.18% |
$1.73M - $1.83M
|
136K
$14.4M
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
16.7K+ 557.34% |
$1.71M - $1.81M
|
19.6K
$2.09M
|
|
Nov 15, 2022
Q3 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
16.2KNew |
$1.66M - $1.76M
|
16.2K
$1.72M
|
|
Oct 24, 2022
Q3 2022
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
15.9K+ 152.59% |
$1.63M - $1.73M
|
26.3K
$2.79M
|