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 02, 2022
Q2 2022
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-441- 1.24% |
$46.2K - $48.3K
|
35.1K
$3.8M
|
|
|
Aug 15, 2022
Q2 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-444- 9.7% |
$46.5K - $48.6K
|
4.13K
$448K
|
|
|
Aug 04, 2022
Q2 2022
|
Patron Partners, LLC
|
SELL
|
- |
-449- 5.46% |
$47K - $49.2K
|
7.78K
$843K
|
|
|
Jul 24, 2024
Q2 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-450- 2.99% |
$47.1K - $49.3K
|
14.6K
$1.58M
|
|
|
Aug 08, 2022
Q2 2022
|
Windham Capital Management, LLC
|
SELL
|
- |
-454- 10.02% |
$47.5K - $49.7K
|
4.08K
$442K
|
|
|
Jul 20, 2022
Q2 2022
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-460- 2.54% |
$48.2K - $50.4K
|
17.6K
$1.91M
|
|
|
Aug 16, 2022
Q2 2022
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-468- 1.55% |
$49K - $51.3K
|
29.7K
$3.22M
|
|
|
Jul 19, 2022
Q2 2022
|
Good Life Advisors, LLC
|
SELL
|
- |
-488- 19.22% |
$51.1K - $53.4K
|
2.05K
$222K
|
|
|
Aug 16, 2022
Q2 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-497- 58.68% |
$52.1K - $54.4K
|
350
$37.9K
|
|
|
Jul 15, 2022
Q2 2022
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-500- 33.33% |
$52.4K - $54.8K
|
1K
$108K
|
|
|
Oct 03, 2022
Q2 2022
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-503- 11.94% |
$52.7K - $55.1K
|
3.71K
$402K
|
|
|
Aug 04, 2022
Q2 2022
|
Personal Capital Advisors Corp
|
SELL
|
- |
-505- 12.75% |
$52.9K - $55.3K
|
3.46K
$375K
|
|
|
Jul 14, 2022
Q2 2022
|
Strategic Asset Management, LLC
|
SELL
|
- |
-524- 32.45% |
$54.9K - $57.4K
|
1.09K
$118K
|
|
|
Jul 27, 2022
Q2 2022
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-551- 15.28% |
$57.7K - $60.3K
|
3.05K
$331K
|
|
|
Aug 12, 2022
Q2 2022
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-553- 10.92% |
$57.9K - $60.6K
|
4.51K
$489K
|
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-560- 2.24% |
$58.6K - $61.3K
|
24.5K
$2.65M
|
|
|
Aug 03, 2022
Q2 2022
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-570- 4.52% |
$59.7K - $62.4K
|
12K
$1.3M
|
|
|
Aug 11, 2022
Q2 2022
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-574- 0.88% |
$60.1K - $62.9K
|
64.7K
$7.01M
|
|
|
Jul 18, 2022
Q2 2022
|
Patten Group, Inc.
|
SELL
|
- |
-576- 4.46% |
$60.3K - $63.1K
|
12.4K
$1.34M
|
|
|
Aug 11, 2022
Q2 2022
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-578- 11.23% |
$60.5K - $63.3K
|
4.57K
$495K
|
|
|
Jul 20, 2023
Q2 2022
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-580- 8.99% |
$60.7K - $63.5K
|
5.87K
$636K
|
|
|
Jul 18, 2022
Q2 2022
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-589- 5.84% |
$61.7K - $64.5K
|
9.49K
$1.03M
|
|
|
Aug 10, 2022
Q2 2022
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-594- 6.63% |
$62.2K - $65K
|
8.37K
$907K
|
|
|
Jul 07, 2022
Q2 2022
|
S.A. Mason LLC
|
SELL
|
- |
-600Closed |
$62.8K - $65.7K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Rda Financial Network
|
SELL
|
- |
-600- 17.62% |
$62.8K - $65.7K
|
2.81K
$304K
|
|
|
Jul 28, 2022
Q2 2022
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-600- 10.89% |
$62.8K - $65.7K
|
4.91K
$532K
|
|
|
Jul 27, 2022
Q2 2022
|
Csenge Advisory Group
|
SELL
|
- |
-605- 7.12% |
$63.4K - $66.3K
|
7.9K
$856K
|
|
|
Jul 19, 2022
Q2 2022
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-620Closed |
$64.9K - $67.9K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Mc Broom & Associates, LLC
|
SELL
|
- |
-627- 4.93% |
$65.7K - $68.7K
|
12.1K
$1.31M
|
|
|
Aug 05, 2022
Q2 2022
|
Efficient Advisors, LLC
|
SELL
|
- |
-635- 4.45% |
$66.5K - $69.5K
|
13.6K
$1.48M
|
|
|
Aug 11, 2022
Q2 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-642- 86.52% |
$67.2K - $70.3K
|
100
$10.8K
|
|
|
Aug 01, 2022
Q2 2022
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-644- 6.16% |
$67.4K - $70.5K
|
9.81K
$1.06M
|
|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-644- 2.9% |
$67.4K - $70.5K
|
21.6K
$2.34M
|
|
|
Aug 12, 2022
Q2 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-654- 12.91% |
$68.5K - $71.6K
|
4.41K
$478K
|
|
|
Jul 21, 2022
Q2 2022
|
Rede Wealth, LLC
|
SELL
|
- |
-657- 13.79% |
$68.8K - $71.9K
|
4.11K
$445K
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
SELL
|
- |
-669- 10.69% |
$70.1K - $73.3K
|
5.59K
$606K
|
|
|
Jul 28, 2022
Q2 2022
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-677- 4.4% |
$70.9K - $74.1K
|
14.7K
$1.59M
|
|
|
Jul 12, 2022
Q2 2022
|
Wbh Advisory Inc
|
SELL
|
- |
-691- 7.51% |
$72.4K - $75.7K
|
8.51K
$922K
|
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-697- 4.52% |
$73K - $76.3K
|
14.7K
$1.6M
|
|
|
Jul 19, 2022
Q2 2022
|
Columbia Trust CO 01012016
|
SELL
|
- |
-700- 2.67% |
$73.3K - $76.7K
|
25.5K
$2.77M
|
|
|
Jul 26, 2022
Q2 2022
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-710- 58.68% |
$74.4K - $77.8K
|
500
$54.2K
|
|
|
Jul 25, 2022
Q2 2022
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-714- 56.0% |
$74.8K - $78.2K
|
561
$60.8K
|
|
|
Jul 15, 2022
Q2 2022
|
Westshore Wealth, LLC
|
SELL
|
- |
-719- 21.99% |
$75.3K - $78.7K
|
2.55K
$276K
|
|
|
Jul 13, 2022
Q2 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-724- 17.29% |
$75.8K - $79.3K
|
3.46K
$375K
|
|
|
Jul 21, 2022
Q2 2022
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-748- 1.59% |
$78.3K - $81.9K
|
46.2K
$5M
|
|
|
Aug 15, 2022
Q2 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-750Closed |
$78.5K - $82.1K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-750- 1.93% |
$78.5K - $82.1K
|
38.2K
$4.14M
|
|
|
Aug 02, 2022
Q2 2022
|
Journey Advisory Group, LLC
|
SELL
|
- |
-752- 8.67% |
$78.8K - $82.4K
|
7.92K
$858K
|
|
|
Jul 29, 2022
Q2 2022
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-787- 18.2% |
$82.4K - $86.2K
|
3.54K
$383K
|
|
|
Aug 08, 2022
Q2 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-793Closed |
$83.1K - $86.8K
|
0
$0
|