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 |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2022
Q2 2022
|
Clean Yield Group
|
SELL
|
- |
-1.6K- 73.66% |
$167K - $175K
|
571
$61.9K
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.61KClosed |
$169K - $176K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Insight Wealth Partners, LLC
|
SELL
|
- |
-1.61K- 8.56% |
$169K - $176K
|
17.2K
$1.86M
|
|
|
Aug 15, 2022
Q2 2022
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-1.61K- 35.32% |
$169K - $176K
|
2.95K
$319K
|
|
|
Jul 07, 2022
Q2 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-1.61K- 39.83% |
$169K - $176K
|
2.43K
$264K
|
|
|
Aug 01, 2022
Q2 2022
|
Xml Financial, LLC
|
SELL
|
- |
-1.64K- 2.3% |
$171K - $179K
|
69.6K
$7.54M
|
|
|
Jul 19, 2022
Q2 2022
|
Stone Point Wealth LLC
|
SELL
|
- |
-1.66K- 25.45% |
$174K - $181K
|
4.85K
$526K
|
|
|
Aug 03, 2022
Q2 2022
|
Renasant Bank
|
SELL
|
- |
-1.66K- 19.01% |
$174K - $182K
|
7.08K
$767K
|
|
|
Jul 29, 2022
Q2 2022
|
Aspireon Wealth Advisors
|
SELL
|
- |
-1.69K- 9.17% |
$176K - $185K
|
16.7K
$1.81M
|
|
|
Aug 10, 2022
Q2 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-1.7K- 41.97% |
$178K - $186K
|
2.35K
$254K
|
|
|
Aug 11, 2022
Q2 2022
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-1.75K- 43.31% |
$183K - $192K
|
2.29K
$248K
|
|
|
Jul 26, 2022
Q2 2022
|
New Square Capital LLC
|
SELL
|
- |
-1.77K- 2.99% |
$185K - $194K
|
57.5K
$6.23M
|
|
|
Jul 18, 2022
Q2 2022
|
Ellevest, Inc.
|
SELL
|
- |
-1.78K- 0.25% |
$187K - $195K
|
706K
$76.5M
|
|
|
Jul 13, 2022
Q2 2022
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-1.78K- 13.87% |
$187K - $195K
|
11.1K
$1.2M
|
|
|
Jul 11, 2022
Q2 2022
|
S.C. Financial Services, Inc.
|
SELL
|
- |
-1.81K- 26.72% |
$189K - $198K
|
4.95K
$536K
|
|
|
Jul 27, 2022
Q2 2022
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-1.83K- 4.83% |
$191K - $200K
|
36K
$3.9M
|
|
|
Jul 19, 2022
Q2 2022
|
Lion Street Advisors, LLC
|
SELL
|
- |
-1.85KClosed |
$194K - $202K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-1.86KClosed |
$194K - $203K
|
0
$0
|
|
|
Aug 30, 2022
Q2 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-1.86KClosed |
$195K - $204K
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Parisi Gray Wealth Management
|
SELL
|
- |
-1.87KClosed |
$196K - $205K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-1.89K- 20.88% |
$198K - $207K
|
7.16K
$776K
|
|
|
Jul 13, 2022
Q2 2022
|
Rockland Trust CO
|
SELL
|
- |
-1.9KClosed |
$199K - $208K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Dock Street Asset Management Inc
|
SELL
|
- |
-1.92KClosed |
$201K - $210K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Holland Advisory Services, Inc.
|
SELL
|
- |
-1.92KClosed |
$201K - $210K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-1.93K- 4.97% |
$202K - $211K
|
36.8K
$3.99M
|
|
|
Aug 01, 2022
Q2 2022
|
Tranquility Partners, LLC
|
SELL
|
- |
-1.95KClosed |
$204K - $213K
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Center For Asset Management LLC
|
SELL
|
- |
-1.95KClosed |
$204K - $214K
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-1.96KClosed |
$205K - $214K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Rgt Wealth Advisors, LLC
|
SELL
|
- |
-1.96K- 19.15% |
$205K - $215K
|
8.28K
$897K
|
|
|
Aug 04, 2022
Q2 2022
|
Bank Ozk
|
SELL
|
- |
-1.98KClosed |
$208K - $217K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
First United Bank & Trust
|
SELL
|
- |
-1.99KClosed |
$208K - $217K
|
0
$0
|
|
|
Jul 06, 2022
Q2 2022
|
Capital Investment Services Of America, Inc.
|
SELL
|
- |
-2K- 2.69% |
$209K - $219K
|
72.3K
$7.83M
|
|
|
Jul 20, 2022
Q2 2022
|
Weaver Consulting Group
|
SELL
|
- |
-2KClosed |
$209K - $219K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-2.03K- 44.84% |
$212K - $222K
|
2.5K
$270K
|
|
|
Aug 04, 2022
Q2 2022
|
Concord Wealth Partners
|
SELL
|
- |
-2.03K- 7.61% |
$213K - $223K
|
24.7K
$2.67M
|
|
|
Aug 10, 2022
Q2 2022
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-2.04KClosed |
$214K - $224K
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
Chesapeake Wealth Management
|
SELL
|
- |
-2.05KClosed |
$214K - $224K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-2.08KClosed |
$218K - $228K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Abundance Wealth Counselors
|
SELL
|
- |
-2.08KClosed |
$218K - $228K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-2.08KClosed |
$218K - $228K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Sensible Financial Planning & Management, Llc.
|
SELL
|
- |
-2.09KClosed |
$218K - $228K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-2.09K- 0.9% |
$218K - $228K
|
229K
$24.8M
|
|
|
Jul 11, 2022
Q2 2022
|
Weitzel Financial Services, Inc.
|
SELL
|
- |
-2.1K- 2.87% |
$220K - $230K
|
71.2K
$7.71M
|
|
|
Jul 22, 2022
Q2 2022
|
Demars Financial Group, LLC
|
SELL
|
- |
-2.1KClosed |
$220K - $230K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-2.12KClosed |
$222K - $232K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-2.13K- 40.26% |
$223K - $234K
|
3.17K
$343K
|
|
|
Jul 22, 2022
Q2 2022
|
Rovin Capital
|
SELL
|
- |
-2.16KClosed |
$226K - $236K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-2.18K- 27.14% |
$228K - $239K
|
5.85K
$634K
|
|
|
Aug 11, 2022
Q2 2022
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-2.19K- 8.91% |
$229K - $239K
|
22.3K
$2.42M
|
|
|
Jul 21, 2022
Q2 2022
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-2.2KClosed |
$230K - $240K
|
0
$0
|