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
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-200Closed |
$20.9K - $21.9K
|
0
$0
|
|
May 11, 2023
Q2 2022
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-203Closed |
$21.3K - $22.2K
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-205- 12.29% |
$21.5K - $22.4K
|
1.46K
$159K
|
|
Aug 09, 2022
Q2 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-208- 6.1% |
$21.8K - $22.8K
|
3.2K
$348K
|
|
Jan 03, 2023
Q2 2022
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-209- 2.68% |
$21.9K - $22.9K
|
7.58K
$822K
|
|
Jul 19, 2022
Q2 2022
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-210- 5.85% |
$22K - $23K
|
3.38K
$367K
|
|
Aug 05, 2022
Q2 2022
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-214- 0.5% |
$22.4K - $23.4K
|
42.4K
$4.6M
|
|
Jul 07, 2022
Q2 2022
|
Wipfli Financial Advisors Llc,
|
SELL
|
- |
-223- 10.24% |
$23.4K - $24.4K
|
1.95K
$212K
|
|
Jul 21, 2022
Q2 2022
|
D.B. Root & Company, LLC
|
SELL
|
- |
-224- 10.45% |
$23.5K - $24.5K
|
1.92K
$208K
|
|
Jul 20, 2022
Q2 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-233- 14.14% |
$24.4K - $25.5K
|
1.42K
$154K
|
|
Jul 25, 2022
Q2 2022
|
Meritage Portfolio Management
|
SELL
|
- |
-241- 0.74% |
$25.2K - $26.4K
|
32.2K
$3.49M
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-245Closed |
$25.7K - $26.8K
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
First Affirmative Financial Network
|
SELL
|
- |
-247- 3.0% |
$25.9K - $27K
|
8K
$868K
|
|
Jul 13, 2022
Q2 2022
|
Blue Zone Wealth Advisors, LLC
|
SELL
|
- |
-250- 1.78% |
$26.2K - $27.4K
|
13.8K
$1.5M
|
|
Jul 21, 2022
Q2 2022
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-253- 9.81% |
$26.5K - $27.7K
|
2.33K
$252K
|
|
Jul 19, 2022
Q2 2022
|
Evensky & Katz LLC
|
SELL
|
- |
-255Closed |
$26.7K - $27.9K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-255- 2.05% |
$26.7K - $27.9K
|
12.2K
$1.32M
|
|
Jul 11, 2022
Q2 2022
|
West Coast Financial LLC
|
SELL
|
- |
-256- 3.72% |
$26.8K - $28K
|
6.63K
$720K
|
|
Aug 12, 2022
Q2 2022
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-261- 6.87% |
$27.3K - $28.6K
|
3.54K
$384K
|
|
Jul 28, 2022
Q2 2022
|
Monumental Financial Group Inc.
|
SELL
|
- |
-276- 7.33% |
$28.9K - $30.2K
|
3.49K
$379K
|
|
Aug 09, 2022
Q2 2022
|
First International Bank & Trust
Watford City, ND |
SELL
|
- |
-283- 3.23% |
$29.6K - $31K
|
8.48K
$920K
|
|
Jul 21, 2022
Q2 2022
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-289- 44.19% |
$30.3K - $31.6K
|
365
$39.6K
|
|
Jul 19, 2022
Q2 2022
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-291- 1.92% |
$30.5K - $31.9K
|
14.9K
$1.62M
|
|
Jul 22, 2022
Q2 2022
|
Steward Financial Group LLC
|
SELL
|
- |
-291- 77.19% |
$30.5K - $31.9K
|
86
$9.33K
|
|
Aug 05, 2022
Q2 2022
|
Sadoff Investment Management LLC
|
SELL
|
- |
-300- 0.67% |
$31.4K - $32.9K
|
44.5K
$4.83M
|
|
Aug 09, 2022
Q2 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-316- 58.63% |
$33.1K - $34.6K
|
223
$24.2K
|
|
Jul 22, 2022
Q2 2022
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-320- 40.0% |
$33.5K - $35K
|
480
$52.1K
|
|
Jul 20, 2022
Q2 2022
|
Life Planning Partners, Inc
|
SELL
|
- |
-321- 1.64% |
$33.6K - $35.2K
|
19.3K
$2.09M
|
|
Aug 12, 2022
Q2 2022
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-336- 3.72% |
$35.2K - $36.8K
|
8.71K
$945K
|
|
Jul 26, 2022
Q2 2022
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-345- 4.71% |
$36.1K - $37.8K
|
6.98K
$758K
|
|
Jul 13, 2022
Q2 2022
|
Diligent Investors, LLC
|
SELL
|
- |
-350- 4.38% |
$36.7K - $38.3K
|
7.65K
$830K
|
|
Jul 12, 2022
Q2 2022
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-356- 5.16% |
$37.3K - $39K
|
6.54K
$710K
|
|
Jul 22, 2022
Q2 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-356- 4.32% |
$37.3K - $39K
|
7.89K
$856K
|
|
Nov 06, 2024
Q2 2022
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-363- 4.7% |
$38K - $39.8K
|
7.36K
$799K
|
|
Jul 27, 2022
Q2 2022
|
V Wealth Advisors LLC
|
SELL
|
- |
-366- 11.59% |
$38.3K - $40.1K
|
2.79K
$303K
|
|
Jul 28, 2022
Q2 2022
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-366- 0.61% |
$38.3K - $40.1K
|
59.6K
$6.47M
|
|
Aug 08, 2022
Q2 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-368- 10.21% |
$38.5K - $40.3K
|
3.24K
$351K
|
|
Aug 12, 2022
Q2 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-378- 3.59% |
$39.6K - $41.4K
|
10.1K
$1.1M
|
|
Aug 12, 2022
Q2 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-396- 3.52% |
$41.5K - $43.4K
|
10.8K
$1.18M
|
|
Aug 08, 2022
Q2 2022
|
Fairhaven Wealth Management, LLC
|
SELL
|
- |
-399- 4.94% |
$41.8K - $43.7K
|
7.67K
$833K
|
|
Aug 12, 2022
Q2 2022
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-400Closed |
$41.9K - $43.8K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-401- 11.42% |
$42K - $43.9K
|
3.11K
$338K
|
|
Aug 01, 2022
Q2 2022
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-404- 7.52% |
$42.3K - $44.2K
|
4.97K
$539K
|
|
Aug 10, 2022
Q2 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-410- 8.55% |
$42.9K - $44.9K
|
4.39K
$476K
|
|
Aug 15, 2022
Q2 2022
|
Vident Investment Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-410- 13.4% |
$42.9K - $44.9K
|
2.65K
$288K
|
|
Aug 11, 2022
Q2 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-418- 0.32% |
$43.8K - $45.8K
|
129K
$14M
|
|
Aug 02, 2022
Q2 2022
|
Northwest Capital Management Inc
|
SELL
|
- |
-419- 12.73% |
$43.9K - $45.9K
|
2.87K
$312K
|
|
Jul 13, 2022
Q2 2022
|
First National Bank Of South Miami
|
SELL
|
- |
-420- 1.56% |
$44K - $46K
|
26.4K
$2.87M
|
|
Aug 12, 2022
Q2 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-425- 0.62% |
$44.5K - $46.5K
|
68.3K
$7.41M
|
|
Jul 12, 2022
Q2 2022
|
My Legacy Advisors, LLC
|
SELL
|
- |
-435- 1.43% |
$45.6K - $47.6K
|
29.9K
$3.25M
|