Purchases and Sales Made in Q2 2022 in Ishares National Muni Bond ETF (MUB)
This table provides information about the institutional ownership of Ishares National Muni Bond ETF (MUB) during Q2 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 |
---|---|---|---|---|---|---|---|
Aug 11, 2022
Q2 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
8.55M+ 263.96% |
$895M - $936M
|
11.8M
$1.27B
|
|
Aug 15, 2022
Q2 2022
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
4.3MNew |
$450M - $470M
|
4.3M
$462M
|
|
Aug 09, 2022
Q2 2022
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
3.66M+ 140.1% |
$383M - $400M
|
6.27M
$674M
|
|
Aug 15, 2022
Q2 2022
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
2.95M+ 1189.84% |
$309M - $323M
|
3.2M
$344M
|
|
Jul 22, 2022
Q2 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.71M+ 185.81% |
$180M - $188M
|
2.64M
$284M
|
|
Aug 15, 2022
Q2 2022
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
1.38M+ 35.61% |
$145M - $151M
|
5.26M
$566M
|
|
Aug 16, 2022
Q2 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
1.33M+ 159.09% |
$140M - $146M
|
2.17M
$234M
|
|
Aug 15, 2022
Q2 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
1.24M+ 29.47% |
$130M - $136M
|
5.47M
$588M
|
|
Aug 15, 2022
Q2 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.16M+ 13.48% |
$121M - $127M
|
9.74M
$1.05B
|
|
Jul 25, 2022
Q2 2022
|
Foster Group, Inc.
|
BUY
|
- |
1.05MNew |
$110M - $115M
|
1.05M
$113M
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
931K+ 25.91% |
$97.5M - $102M
|
4.52M
$487M
|
|
Aug 02, 2022
Q2 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
864K+ 263382.62% |
$90.5M - $94.6M
|
864K
$93M
|
|
Aug 15, 2022
Q2 2022
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
785K+ 144.17% |
$82.2M - $86M
|
1.33M
$143M
|
|
Aug 12, 2022
Q2 2022
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
623K+ 351.01% |
$65.3M - $68.2M
|
801K
$86.1M
|
|
Aug 04, 2022
Q2 2022
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
573K+ 4921.84% |
$60M - $62.8M
|
585K
$62.9M
|
|
Aug 12, 2022
Q2 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
569K+ 2563.32% |
$59.6M - $62.4M
|
592K
$63.7M
|
|
Aug 08, 2022
Q2 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
553K+ 214.36% |
$58M - $60.6M
|
812K
$87.3M
|
|
Aug 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
466K+ 16.82% |
$48.8M - $51M
|
3.23M
$348M
|
|
Aug 03, 2022
Q2 2022
|
Waldron Private Wealth LLC
|
BUY
|
- |
419K+ 200.34% |
$43.9M - $45.9M
|
629K
$67.7M
|
|
Aug 15, 2022
Q2 2022
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
419K+ 7026.73% |
$43.9M - $45.9M
|
425K
$45.7M
|
|
Aug 08, 2022
Q2 2022
|
Coldstream Capital Management Inc
|
BUY
|
- |
407K+ 142.83% |
$42.7M - $44.6M
|
692K
$74.5M
|
|
Aug 09, 2022
Q2 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
393K+ 118.56% |
$41.1M - $43M
|
724K
$77.9M
|
|
Aug 10, 2022
Q2 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
375K+ 536.54% |
$39.2M - $41M
|
445K
$47.8M
|
|
Aug 08, 2022
Q2 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
365K+ 660.36% |
$38.2M - $40M
|
420K
$45.2M
|
|
Aug 15, 2022
Q2 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
356KNew |
$37.3M - $39M
|
356K
$38.3M
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
323K+ 125.67% |
$33.8M - $35.4M
|
580K
$62.4M
|
|
Jul 26, 2022
Q2 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
276K+ 299.58% |
$28.9M - $30.2M
|
368K
$39.6M
|
|
Aug 15, 2022
Q2 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
273K+ 22.07% |
$28.6M - $29.9M
|
1.51M
$163M
|
|
Aug 11, 2022
Q2 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
272K+ 177.0% |
$28.5M - $29.8M
|
426K
$45.8M
|
|
Aug 16, 2022
Q2 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
267K+ 763.65% |
$28M - $29.2M
|
302K
$32.5M
|
|
Aug 11, 2022
Q2 2022
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
244K+ 2078.78% |
$25.6M - $26.8M
|
256K
$27.6M
|
|
Aug 11, 2022
Q2 2022
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
235KNew |
$24.7M - $25.8M
|
235K
$25.3M
|
|
Aug 11, 2022
Q2 2022
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
234K+ 615.87% |
$24.5M - $25.6M
|
272K
$29.3M
|
|
Aug 15, 2022
Q2 2022
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
232K+ 558.97% |
$24.3M - $25.4M
|
273K
$29.4M
|
|
Aug 02, 2022
Q2 2022
|
Cx Institutional
|
BUY
|
- |
225K+ 212.26% |
$23.6M - $24.6M
|
331K
$35.6M
|
|
Aug 02, 2022
Q2 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
224K+ 91.93% |
$23.5M - $24.6M
|
468K
$50.4M
|
|
Aug 08, 2022
Q2 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
214K+ 95.35% |
$22.4M - $23.4M
|
438K
$47.2M
|
|
Aug 02, 2022
Q2 2022
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
211KNew |
$22.1M - $23.1M
|
211K
$22.7M
|
|
Aug 03, 2022
Q2 2022
|
Laird Norton Trust Company, LLC
|
BUY
|
- |
204K+ 395.9% |
$21.4M - $22.4M
|
256K
$27.5M
|
|
Aug 15, 2022
Q2 2022
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
189KNew |
$19.8M - $20.7M
|
189K
$20.3M
|
|
Jul 25, 2022
Q2 2022
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
189K+ 1492.27% |
$19.7M - $20.6M
|
201K
$21.6M
|
|
Aug 12, 2022
Q2 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
178K+ 3360.38% |
$18.7M - $19.5M
|
183K
$19.7M
|
|
Jul 22, 2022
Q2 2022
|
Trinity Financial Advisors LLC
|
BUY
|
- |
176KNew |
$18.4M - $19.2M
|
176K
$18.9M
|
|
Oct 26, 2022
Q2 2022
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
175K+ 1569.79% |
$18.3M - $19.1M
|
186K
$20M
|
|
Jul 13, 2022
Q2 2022
|
Hamilton Wealth, LLC
|
BUY
|
- |
172KNew |
$18M - $18.9M
|
172K
$18.5M
|
|
Aug 02, 2022
Q2 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
171K+ 2101.5% |
$17.9M - $18.8M
|
179K
$19.3M
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
171K+ 105.51% |
$17.9M - $18.7M
|
333K
$35.8M
|
|
Aug 10, 2022
Q2 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
160K+ 249.78% |
$16.7M - $17.5M
|
224K
$24.1M
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
160KNew |
$16.7M - $17.5M
|
160K
$17.2M
|
|
Aug 10, 2022
Q2 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
158K+ 36.31% |
$16.5M - $17.3M
|
592K
$63.8M
|