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 09, 2022
Q2 2022
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
387+ 0.58% |
$40.5K - $42.4K
|
66.6K
$7.11M
|
|
Aug 08, 2022
Q2 2022
|
Solidarilty Wealth, LLC
Lehi, UT |
BUY
|
- |
387+ 4.73% |
$40.5K - $42.4K
|
8.58K
$915K
|
|
Jul 01, 2022
Q2 2022
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
387+ 1.49% |
$40.5K - $42.4K
|
26.4K
$2.82M
|
|
Jul 29, 2022
Q2 2022
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
381+ 3.79% |
$39.9K - $41.7K
|
10.4K
$1.11M
|
|
Aug 15, 2022
Q2 2022
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
380+ 5.24% |
$39.8K - $41.6K
|
7.64K
$815K
|
|
Jul 19, 2022
Q2 2022
|
Essex Savings Bank
|
BUY
|
- |
373+ 9.33% |
$39.1K - $40.8K
|
4.37K
$467K
|
|
Jul 15, 2022
Q2 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
370+ 31.76% |
$38.8K - $40.5K
|
1.54K
$164K
|
|
Aug 11, 2022
Q2 2022
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
370+ 9.25% |
$38.8K - $40.5K
|
4.37K
$466K
|
|
Aug 08, 2022
Q2 2022
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
359+ 19.46% |
$37.6K - $39.3K
|
2.2K
$235K
|
|
Jul 20, 2022
Q2 2022
|
Trust CO Of Vermont
|
BUY
|
- |
357New |
$37.4K - $39.1K
|
357
$38.1K
|
|
Aug 11, 2022
Q2 2022
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
350+ 0.88% |
$36.7K - $38.3K
|
40.1K
$4.28M
|
|
Aug 08, 2022
Q2 2022
|
Lokken Investment Group LLC
|
BUY
|
- |
349+ 5.64% |
$36.6K - $38.2K
|
6.53K
$697K
|
|
Aug 01, 2022
Q2 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
329+ 2.55% |
$34.5K - $36K
|
13.2K
$1.41M
|
|
Aug 15, 2022
Q2 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
327New |
$34.2K - $35.8K
|
327
$34.9K
|
|
Aug 08, 2022
Q2 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
324+ 121.8% |
$33.9K - $35.5K
|
590
$63K
|
|
Aug 05, 2022
Q2 2022
|
Alley Investment Management Company, LLC
|
BUY
|
- |
315+ 0.29% |
$33K - $34.5K
|
110K
$11.7M
|
|
Jul 25, 2022
Q2 2022
|
Godsey & Gibb Associates
|
BUY
|
- |
310New |
$32.5K - $33.9K
|
310
$33.1K
|
|
Aug 09, 2022
Q2 2022
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
310+ 5.01% |
$32.5K - $33.9K
|
6.5K
$694K
|
|
Jul 14, 2022
Q2 2022
|
Highland Private Wealth Management
|
BUY
|
- |
304+ 5.1% |
$31.8K - $33.3K
|
6.26K
$668K
|
|
Jul 21, 2022
Q2 2022
|
Round Table Services, LLC
|
BUY
|
- |
293+ 14.77% |
$30.7K - $32.1K
|
2.28K
$243K
|
|
Aug 08, 2022
Q2 2022
|
Financial Strategies Group, Inc.
|
BUY
|
- |
291+ 8.33% |
$30.5K - $31.9K
|
3.78K
$404K
|
|
Aug 10, 2022
Q2 2022
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
290+ 0.87% |
$30.4K - $31.8K
|
33.5K
$3.58M
|
|
Aug 08, 2022
Q2 2022
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
284+ 5.02% |
$29.7K - $31.1K
|
5.94K
$634K
|
|
Aug 09, 2022
Q2 2022
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
279+ 10.8% |
$29.2K - $30.6K
|
2.86K
$305K
|
|
Aug 02, 2022
Q2 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
261New |
$27.3K - $28.6K
|
261
$27.9K
|
|
Aug 02, 2022
Q2 2022
|
Treynor Bancshares, Inc.
|
BUY
|
- |
237+ 2.52% |
$24.8K - $26K
|
9.64K
$1.03M
|
|
Aug 15, 2022
Q2 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
230+ 298.7% |
$24.1K - $25.2K
|
307
$32.8K
|
|
Jul 28, 2023
Q2 2022
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
219+ 0.39% |
$22.9K - $24K
|
56.6K
$6.04M
|
|
Jul 08, 2022
Q2 2022
|
Covington Capital Management
|
BUY
|
- |
203+ 2.05% |
$21.3K - $22.2K
|
10.1K
$1.08M
|
|
Aug 15, 2022
Q2 2022
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
201+ 2.9% |
$21.1K - $22K
|
7.14K
$762K
|
|
Aug 11, 2022
Q2 2022
|
Maryland Capital Management
Towson, MD |
BUY
|
- |
200+ 2.07% |
$20.9K - $21.9K
|
9.85K
$1.05M
|
|
Aug 05, 2022
Q2 2022
|
Forum Private Client Group LLC
|
BUY
|
- |
185+ 7.56% |
$19.4K - $20.3K
|
2.63K
$281K
|
|
Jul 27, 2022
Q2 2022
|
Cambria Investment Management, L.P.
|
BUY
|
- |
179+ 1.72% |
$18.7K - $19.6K
|
10.6K
$1.13M
|
|
Jul 22, 2022
Q2 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
178+ 80.91% |
$18.6K - $19.5K
|
398
$42.5K
|
|
Aug 03, 2022
Q2 2022
|
Accel Wealth Management
|
BUY
|
- |
170+ 5.08% |
$17.8K - $18.6K
|
3.52K
$375K
|
|
Jul 29, 2022
Q2 2022
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
167+ 8.4% |
$17.5K - $18.3K
|
2.16K
$230K
|
|
Jul 28, 2022
Q2 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
149+ 14900.0% |
$15.6K - $16.3K
|
150
$16K
|
|
Aug 12, 2022
Q2 2022
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
BUY
|
- |
149+ 0.82% |
$15.6K - $16.3K
|
18.4K
$1.97M
|
|
Jul 27, 2022
Q2 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
144+ 4.36% |
$15.1K - $15.8K
|
3.45K
$368K
|
|
Aug 18, 2022
Q2 2022
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
143New |
$15K - $15.7K
|
143
$15.3K
|
|
Aug 09, 2022
Q2 2022
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
137+ 5.83% |
$14.3K - $15K
|
2.49K
$265K
|
|
Aug 01, 2022
Q2 2022
|
Schubert & CO
|
BUY
|
- |
124New |
$13K - $13.6K
|
124
$13.2K
|
|
Aug 05, 2022
Q2 2022
|
Trinity Point Wealth, LLC
|
BUY
|
- |
115+ 1.0% |
$12K - $12.6K
|
11.6K
$1.23M
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
109+ 1.62% |
$11.4K - $11.9K
|
6.83K
$729K
|
|
Jul 12, 2022
Q2 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
100New |
$10.5K - $11K
|
100
$10.7K
|
|
Aug 10, 2022
Q2 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
89New |
$9.32K - $9.75K
|
89
$9.5K
|
|
Aug 04, 2022
Q2 2022
|
Bts Asset Management, Inc.
|
BUY
|
- |
61+ 1.34% |
$6.39K - $6.68K
|
4.62K
$492K
|
|
Aug 04, 2022
Q2 2022
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
61+ 0.37% |
$6.39K - $6.68K
|
16.6K
$1.77M
|
|
Jul 11, 2022
Q2 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
57+ 52.29% |
$5.97K - $6.24K
|
166
$17.7K
|
|
Aug 02, 2022
Q2 2022
|
Banque Cantonale Vaudoise
|
BUY
|
- |
50+ 5.56% |
$5.24K - $5.48K
|
950
$101K
|