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 |
---|---|---|---|---|---|---|---|
Nov 14, 2022
Q3 2022
|
Bluestein R H & CO LLC
Birmingham, MI |
BUY
|
- |
5.25KNew |
$538K - $570K
|
5.25K
$560K
|
|
Nov 03, 2022
Q3 2022
|
Ieq Capital, LLC
|
BUY
|
- |
5.19KNew |
$532K - $563K
|
5.19K
$553K
|
|
Nov 01, 2022
Q3 2022
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
5.14K+ 60.62% |
$527K - $558K
|
13.6K
$1.45M
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
5.14K+ 25.24% |
$527K - $558K
|
25.5K
$2.72M
|
|
Nov 02, 2022
Q3 2022
|
Navalign, LLC
|
BUY
|
- |
5.12KNew |
$525K - $556K
|
5.12K
$547K
|
|
Oct 21, 2022
Q3 2022
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
5.11K+ 1.23% |
$524K - $555K
|
420K
$44.8M
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
5.11K+ 42.4% |
$524K - $555K
|
17.2K
$1.83M
|
|
Oct 28, 2022
Q3 2022
|
Welch & Forbes LLC
|
BUY
|
- |
5.08KNew |
$521K - $552K
|
5.08K
$542K
|
|
Nov 14, 2022
Q3 2022
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
5.06K+ 12.62% |
$519K - $550K
|
45.2K
$4.82M
|
|
Nov 01, 2022
Q3 2022
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
5.04KNew |
$517K - $548K
|
5.04K
$538K
|
|
Oct 12, 2022
Q3 2022
|
Wall Capital Group, Inc.
|
BUY
|
- |
5.01KNew |
$514K - $544K
|
5.01K
$535K
|
|
Nov 07, 2022
Q3 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
5.01K+ 2.21% |
$513K - $544K
|
232K
$24.7M
|
|
Nov 14, 2022
Q3 2022
|
Ascendant Capital Management, LLC
Los Angeles, CA |
BUY
|
- |
5K+ 50.0% |
$513K - $543K
|
15K
$1.6M
|
|
Nov 14, 2022
Q3 2022
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
5K+ 222.83% |
$513K - $543K
|
7.24K
$773K
|
|
Nov 10, 2022
Q3 2022
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
4.94K+ 23.72% |
$506K - $536K
|
25.8K
$2.75M
|
|
Oct 20, 2022
Q3 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
4.86K+ 17360.71% |
$498K - $528K
|
4.89K
$522K
|
|
Nov 14, 2022
Q3 2022
|
Hrt Financial LP
New York, NY |
BUY
|
- |
4.85KNew |
$497K - $527K
|
4.85K
$517K
|
|
Oct 03, 2022
Q3 2022
|
Symmetry Partners, LLC
|
BUY
|
- |
4.85K+ 1.56% |
$497K - $526K
|
316K
$33.7M
|
|
Oct 14, 2022
Q3 2022
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
4.78K+ 17.31% |
$491K - $519K
|
32.4K
$3.46M
|
|
Nov 14, 2022
Q3 2022
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
4.76K+ 1.76% |
$488K - $517K
|
275K
$29.3M
|
|
Oct 21, 2022
Q3 2022
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
4.67K+ 82.73% |
$478K - $507K
|
10.3K
$1.1M
|
|
Mar 14, 2023
Q3 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
4.65K+ 4.74% |
$476K - $504K
|
103K
$10.9M
|
|
Nov 07, 2022
Q3 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
4.64K+ 4.74% |
$476K - $504K
|
103K
$10.9M
|
|
Nov 10, 2022
Q3 2022
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
4.64K+ 201.7% |
$476K - $504K
|
6.94K
$740K
|
|
Jan 12, 2023
Q3 2022
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
4.63K+ 24.5% |
$475K - $503K
|
23.5K
$2.51M
|
|
Oct 26, 2022
Q3 2022
|
Windward Private Wealth Management Inc.
|
BUY
|
- |
4.61KNew |
$473K - $501K
|
4.61K
$492K
|
|
Oct 25, 2022
Q3 2022
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
4.61K+ 5.72% |
$473K - $500K
|
85.2K
$9.09M
|
|
Oct 21, 2022
Q3 2022
|
Tfc Financial Management
|
BUY
|
- |
4.58K+ 87.24% |
$469K - $497K
|
9.82K
$1.05M
|
|
Nov 14, 2022
Q3 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
4.55K+ 21.74% |
$467K - $494K
|
25.5K
$2.72M
|
|
Nov 14, 2022
Q3 2022
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
4.37K+ 6.05% |
$449K - $475K
|
76.6K
$8.18M
|
|
Nov 08, 2022
Q3 2022
|
Bts Asset Management, Inc.
|
BUY
|
- |
4.31K+ 93.37% |
$442K - $468K
|
8.92K
$952K
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
BUY
|
- |
4.27K+ 42.19% |
$438K - $464K
|
14.4K
$1.54M
|
|
Nov 02, 2022
Q3 2022
|
Greenspring Advisors, LLC
|
BUY
|
- |
4.25K+ 25.37% |
$436K - $461K
|
21K
$2.24M
|
|
Nov 10, 2022
Q3 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
4.25KNew |
$435K - $461K
|
4.25K
$453K
|
|
Jan 10, 2025
Q3 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
4.25KNew |
$435K - $461K
|
4.25K
$453K
|
|
Nov 09, 2022
Q3 2022
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
4.22KNew |
$433K - $458K
|
4.22K
$450K
|
|
Oct 28, 2022
Q3 2022
|
Grove Bank & Trust
|
BUY
|
- |
4.21K+ 6.37% |
$432K - $457K
|
70.4K
$7.51M
|
|
Feb 10, 2023
Q3 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
4.14K+ 28.09% |
$424K - $449K
|
18.9K
$2.01M
|
|
Oct 25, 2022
Q3 2022
|
Brio Consultants, LLC
|
BUY
|
- |
4.12K+ 13.54% |
$423K - $447K
|
34.5K
$3.69M
|
|
Nov 09, 2022
Q3 2022
|
Sanford Advisory Services, LLC
|
BUY
|
- |
4.1K+ 80.31% |
$420K - $445K
|
9.2K
$981K
|
|
Nov 14, 2022
Q3 2022
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
4.09K+ 21.47% |
$419K - $444K
|
23.1K
$2.47M
|
|
Nov 14, 2022
Q3 2022
|
Liquid Strategies, LLC
Atlanta, GA |
BUY
|
- |
4.01K+ 2.95% |
$411K - $436K
|
140K
$14.9M
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
4K+ 5.87% |
$410K - $435K
|
72.2K
$7.7M
|
|
Nov 14, 2022
Q3 2022
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
3.92K+ 2817.27% |
$402K - $425K
|
4.06K
$433K
|
|
Nov 15, 2022
Q3 2022
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
3.84K+ 4.4% |
$393K - $417K
|
91K
$9.71M
|
|
Oct 12, 2022
Q3 2022
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
3.78K+ 79.68% |
$387K - $410K
|
8.52K
$909K
|
|
Oct 07, 2022
Q3 2022
|
In Track Investment Management Inc
|
BUY
|
- |
3.73KNew |
$382K - $405K
|
3.73K
$398K
|
|
Nov 08, 2022
Q3 2022
|
Vicus Capital
State College, PA |
BUY
|
- |
3.71K+ 3.37% |
$381K - $403K
|
114K
$12.2M
|
|
Oct 25, 2022
Q3 2022
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
3.67KNew |
$376K - $399K
|
3.67K
$392K
|
|
Nov 08, 2022
Q3 2022
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
3.65KNew |
$375K - $397K
|
3.65K
$390K
|