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 08, 2022
Q2 2022
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-13- 0.06% |
$1.36K - $1.42K
|
20.3K
$2.2M
|
|
Jul 22, 2022
Q2 2022
|
Autus Asset Management, LLC
|
SELL
|
- |
-14- 0.14% |
$1.47K - $1.53K
|
10.1K
$1.09M
|
|
Jul 22, 2022
Q2 2022
|
Successful Portfolios LLC
|
SELL
|
- |
-15- 0.24% |
$1.57K - $1.64K
|
6.14K
$665K
|
|
Aug 04, 2022
Q2 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-15Closed |
$1.57K - $1.64K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Freedman Financial Associates, Inc.
Peabody, MA |
SELL
|
- |
-20Closed |
$2.09K - $2.19K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-22Closed |
$2.3K - $2.41K
|
0
$0
|
|
Dec 15, 2022
Q2 2022
|
Hofer & Associates. Inc
Thousand Oaks, CA |
SELL
|
- |
-27- 1.37% |
$2.83K - $2.96K
|
1.94K
$210K
|
|
Jul 22, 2022
Q2 2022
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-30- 0.23% |
$3.14K - $3.29K
|
13.1K
$1.42M
|
|
Aug 04, 2022
Q2 2022
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-30- 8.11% |
$3.14K - $3.29K
|
340
$36.8K
|
|
Aug 08, 2022
Q2 2022
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-30- 1.29% |
$3.14K - $3.29K
|
2.3K
$249K
|
|
Aug 05, 2022
Q2 2022
|
L.M. Kohn & Company
|
SELL
|
- |
-34- 1.01% |
$3.56K - $3.72K
|
3.33K
$360K
|
|
Aug 05, 2022
Q2 2022
|
Amg National Trust Bank
|
SELL
|
- |
-40- 0.05% |
$4.19K - $4.38K
|
75.2K
$8.15M
|
|
Aug 08, 2022
Q2 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-41- 1.42% |
$4.29K - $4.49K
|
2.85K
$309K
|
|
Aug 15, 2022
Q2 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-45- 16.98% |
$4.71K - $4.93K
|
220
$23.8K
|
|
Sep 20, 2022
Q2 2022
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-45- 0.36% |
$4.71K - $4.93K
|
12.6K
$1.37M
|
|
Jul 19, 2022
Q2 2022
|
Lake Point Wealth Management
|
SELL
|
- |
-46Closed |
$4.82K - $5.04K
|
0
$0
|
|
Jul 21, 2022
Q2 2022
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-50Closed |
$5.24K - $5.48K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Bcr Wealth Strategies, LLC
|
SELL
|
- |
-54- 3.04% |
$5.66K - $5.91K
|
1.73K
$187K
|
|
Aug 01, 2022
Q2 2022
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-54- 2.07% |
$5.66K - $5.91K
|
2.56K
$277K
|
|
Jul 20, 2022
Q2 2022
|
Founders Capital Management
|
SELL
|
- |
-56- 7.78% |
$5.86K - $6.13K
|
664
$71.9K
|
|
Aug 15, 2022
Q2 2022
|
First Manhattan CO
New York, NY |
SELL
|
- |
-60- 9.84% |
$6.28K - $6.57K
|
550
$59.6K
|
|
Jul 19, 2022
Q2 2022
|
Asset Dedication, LLC
|
SELL
|
- |
-67Closed |
$7.02K - $7.34K
|
0
$0
|
|
Jul 25, 2022
Q2 2022
|
Toth Financial Advisory Corp
|
SELL
|
- |
-70- 6.67% |
$7.33K - $7.67K
|
980
$106K
|
|
Aug 01, 2022
Q2 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-70Closed |
$7.33K - $7.67K
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Baystate Wealth Management LLC
|
SELL
|
- |
-72- 38.1% |
$7.54K - $7.88K
|
117
$12.7K
|
|
Aug 09, 2022
Q2 2022
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-72- 2.86% |
$7.54K - $7.88K
|
2.45K
$265K
|
|
Aug 01, 2022
Q2 2022
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-75- 3.67% |
$7.85K - $8.21K
|
1.97K
$213K
|
|
Aug 15, 2022
Q2 2022
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-105- 2.7% |
$11K - $11.5K
|
3.78K
$409K
|
|
Aug 09, 2022
Q2 2022
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
SELL
|
- |
-112- 0.52% |
$11.7K - $12.3K
|
21.4K
$2.32M
|
|
Jul 18, 2022
Q2 2022
|
Johnson Midwest Financial, LLC
|
SELL
|
- |
-115- 16.11% |
$12K - $12.6K
|
599
$64.9K
|
|
Aug 04, 2022
Q2 2022
|
Beacon Harbor Wealth Advisors, Inc.
|
SELL
|
- |
-116- 3.3% |
$12.1K - $12.7K
|
3.4K
$368K
|
|
Aug 15, 2022
Q2 2022
|
Siena Capital LLC
Cincinnati, OH |
SELL
|
- |
-118Closed |
$12.4K - $12.9K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Investment Advisory Group, LLC
|
SELL
|
- |
-127- 4.03% |
$13.3K - $13.9K
|
3.02K
$328K
|
|
Aug 03, 2022
Q2 2022
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-127- 0.35% |
$13.3K - $13.9K
|
36.5K
$3.96M
|
|
Aug 15, 2022
Q2 2022
|
Wunderlich Capital Managemnt
Memphis, TN |
SELL
|
- |
-129- 0.4% |
$13.5K - $14.1K
|
32.3K
$3.5M
|
|
Jul 11, 2022
Q2 2022
|
Procyon Advisors, LLC
|
SELL
|
- |
-139- 1.01% |
$14.6K - $15.2K
|
13.6K
$1.48M
|
|
Jul 27, 2022
Q2 2022
|
Ifs Advisors, LLC
|
SELL
|
- |
-139Closed |
$14.6K - $15.2K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-146Closed |
$15.3K - $16K
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
Leeward Financial Partners, LLC
|
SELL
|
- |
-152- 1.32% |
$15.9K - $16.6K
|
11.3K
$1.23M
|
|
Aug 02, 2022
Q2 2022
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-157- 2.34% |
$16.4K - $17.2K
|
6.57K
$711K
|
|
Aug 18, 2022
Q2 2022
|
Dean Investment Associates, LLC
Beavercreek, OH |
SELL
|
- |
-161- 0.8% |
$16.9K - $17.6K
|
19.9K
$2.16M
|
|
Jul 12, 2022
Q2 2022
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-163- 3.55% |
$17.1K - $17.9K
|
4.43K
$479K
|
|
Jul 25, 2022
Q2 2022
|
Arrow Financial Corp
|
SELL
|
- |
-169- 1.67% |
$17.7K - $18.5K
|
9.96K
$1.08M
|
|
Aug 15, 2022
Q2 2022
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-172- 8.06% |
$18K - $18.8K
|
1.96K
$212K
|
|
Jul 08, 2022
Q2 2022
|
Anderson Hoagland & CO
|
SELL
|
- |
-179- 3.78% |
$18.7K - $19.6K
|
4.56K
$494K
|
|
Jul 18, 2022
Q2 2022
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-183- 1.93% |
$19.2K - $20K
|
9.32K
$1.01M
|
|
Aug 15, 2022
Q2 2022
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-191- 1.6% |
$20K - $20.9K
|
11.7K
$1.27M
|
|
Nov 07, 2023
Q2 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-195- 6.27% |
$20.4K - $21.4K
|
2.92K
$316K
|
|
Aug 15, 2022
Q2 2022
|
Karlinski Andrew C
Irvine, CA |
SELL
|
- |
-197Closed |
$20.6K - $21.6K
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-200Closed |
$20.9K - $21.9K
|
0
$0
|