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 05, 2022
Q2 2022
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-832Closed |
$87.1K - $91.1K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-847- 22.08% |
$88.7K - $92.8K
|
2.99K
$324K
|
|
Aug 10, 2022
Q2 2022
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-851- 26.81% |
$89.1K - $93.2K
|
2.32K
$252K
|
|
Aug 12, 2022
Q2 2022
|
Brooklyn Fi, LLC
New York, NY |
SELL
|
- |
-862- 34.33% |
$90.3K - $94.4K
|
1.65K
$179K
|
|
Aug 11, 2022
Q2 2022
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-870- 25.76% |
$91.1K - $95.3K
|
2.51K
$272K
|
|
Aug 10, 2022
Q2 2022
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-885- 16.31% |
$92.7K - $96.9K
|
4.54K
$492K
|
|
Aug 10, 2022
Q2 2022
|
Avalon Investment & Advisory
Houston, TX |
SELL
|
- |
-890- 6.67% |
$93.2K - $97.5K
|
12.5K
$1.35M
|
|
Aug 11, 2022
Q2 2022
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-900- 13.73% |
$94.3K - $98.6K
|
5.66K
$613K
|
|
Jul 06, 2022
Q2 2022
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-932- 3.59% |
$97.6K - $102K
|
25K
$2.71M
|
|
Aug 12, 2022
Q2 2022
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-933- 2.02% |
$97.7K - $102K
|
45.2K
$4.9M
|
|
Jul 19, 2022
Q2 2022
|
Econ Financial Services Corp
|
SELL
|
- |
-940- 5.09% |
$98.4K - $103K
|
17.5K
$1.9M
|
|
Aug 02, 2022
Q2 2022
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-940- 15.63% |
$98.4K - $103K
|
5.08K
$550K
|
|
Aug 08, 2022
Q2 2022
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-940- 8.77% |
$98.4K - $103K
|
9.78K
$1.06M
|
|
Aug 12, 2022
Q2 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-943- 6.46% |
$98.8K - $103K
|
13.7K
$1.48M
|
|
Jul 06, 2022
Q2 2022
|
Goal Vest Advisory LLC
|
SELL
|
- |
-978Closed |
$102K - $107K
|
0
$0
|
|
Jul 11, 2022
Q2 2022
|
Avondale Wealth Management
|
SELL
|
- |
-1K- 33.33% |
$105K - $110K
|
2K
$217K
|
|
Jul 22, 2022
Q2 2022
|
Bison Wealth, LLC
|
SELL
|
- |
-1K- 82.3% |
$105K - $110K
|
215
$23.3K
|
|
Jul 18, 2022
Q2 2022
|
Blb&B Advisors, LLC
|
SELL
|
- |
-1.02K- 33.8% |
$107K - $112K
|
2K
$217K
|
|
Jul 19, 2022
Q2 2022
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-1.03K- 16.65% |
$108K - $113K
|
5.15K
$558K
|
|
Jan 09, 2024
Q2 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-1.05K- 32.92% |
$110K - $115K
|
2.14K
$232K
|
|
Aug 01, 2022
Q2 2022
|
James Investment Research Inc
|
SELL
|
- |
-1.06K- 3.01% |
$111K - $116K
|
34.2K
$3.7M
|
|
Aug 09, 2022
Q2 2022
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-1.06K- 11.43% |
$111K - $116K
|
8.24K
$893K
|
|
Jul 22, 2022
Q2 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.07K- 12.39% |
$112K - $117K
|
7.54K
$817K
|
|
Jul 27, 2022
Q2 2022
|
Country Club Bank
|
SELL
|
- |
-1.11K- 13.41% |
$116K - $121K
|
7.14K
$773K
|
|
Aug 16, 2022
Q2 2022
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-1.13K- 8.54% |
$118K - $123K
|
12.1K
$1.31M
|
|
Aug 04, 2022
Q2 2022
|
Biltmore Family Office, LLC
|
SELL
|
- |
-1.14K- 4.35% |
$120K - $125K
|
25.2K
$2.73M
|
|
Aug 25, 2022
Q2 2022
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-1.15K- 35.82% |
$121K - $126K
|
2.06K
$224K
|
|
Aug 05, 2022
Q2 2022
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-1.16K- 3.1% |
$122K - $127K
|
36.4K
$3.94M
|
|
Jul 19, 2022
Q2 2022
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-1.19K- 35.11% |
$125K - $131K
|
2.2K
$239K
|
|
Aug 03, 2022
Q2 2022
|
Boyd Wealth Management, LLC
|
SELL
|
- |
-1.2K- 10.47% |
$126K - $132K
|
10.3K
$1.11M
|
|
Aug 05, 2022
Q2 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-1.21K- 41.6% |
$126K - $132K
|
1.69K
$183K
|
|
Aug 12, 2022
Q2 2022
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-1.22KClosed |
$128K - $134K
|
0
$0
|
|
May 15, 2024
Q2 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-1.23KClosed |
$129K - $135K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Davenport & CO LLC
|
SELL
|
- |
-1.24K- 5.35% |
$129K - $135K
|
21.8K
$2.37M
|
|
Jul 20, 2022
Q2 2022
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-1.27K- 39.42% |
$133K - $139K
|
1.96K
$212K
|
|
Apr 19, 2024
Q2 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-1.28K- 38.28% |
$134K - $140K
|
2.06K
$223K
|
|
Jul 17, 2024
Q2 2022
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-1.3K- 25.11% |
$136K - $142K
|
3.87K
$420K
|
|
Aug 15, 2022
Q2 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-1.31K- 30.28% |
$137K - $144K
|
3.02K
$327K
|
|
Aug 12, 2022
Q2 2022
|
Fft Wealth Management LLC
West Conshohocken, PA |
SELL
|
- |
-1.31K- 18.03% |
$137K - $144K
|
5.96K
$646K
|
|
Aug 12, 2022
Q2 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-1.34K- 42.93% |
$140K - $147K
|
1.78K
$193K
|
|
Sep 06, 2022
Q2 2022
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-1.37K- 18.9% |
$143K - $150K
|
5.88K
$637K
|
|
Jul 19, 2022
Q2 2022
|
Comerica Securities,Inc.
|
SELL
|
- |
-1.38K- 3.18% |
$145K - $151K
|
42K
$4.56M
|
|
Aug 12, 2022
Q2 2022
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-1.38K- 0.78% |
$145K - $151K
|
175K
$19M
|
|
Jul 06, 2022
Q2 2022
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-1.39K- 3.23% |
$146K - $153K
|
41.8K
$4.53M
|
|
Aug 09, 2022
Q2 2022
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-1.49K- 8.43% |
$156K - $164K
|
16.2K
$1.76M
|
|
Jul 13, 2022
Q2 2022
|
Strategy Asset Managers LLC
|
SELL
|
- |
-1.51K- 32.1% |
$158K - $165K
|
3.18K
$345K
|
|
Jul 15, 2022
Q2 2022
|
Transform Wealth, LLC
|
SELL
|
- |
-1.54K- 43.0% |
$161K - $168K
|
2.04K
$221K
|
|
Jul 15, 2022
Q2 2022
|
Rhs Financial, LLC
|
SELL
|
- |
-1.57K- 35.42% |
$165K - $172K
|
2.86K
$310K
|
|
Aug 05, 2022
Q2 2022
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-1.57K- 45.98% |
$165K - $172K
|
1.85K
$200K
|
|
Aug 15, 2022
Q2 2022
|
Vericrest Private Wealth
Newtown, PA |
SELL
|
- |
-1.57K- 4.7% |
$165K - $172K
|
31.9K
$3.46M
|