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 19, 2022
Q2 2022
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-2.23K- 37.61% |
$233K - $244K
|
3.69K
$400K
|
|
|
Aug 12, 2022
Q2 2022
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-2.28KClosed |
$239K - $250K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-2.36KClosed |
$247K - $258K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-2.38K- 15.32% |
$249K - $261K
|
13.2K
$1.43M
|
|
|
Aug 09, 2022
Q2 2022
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-2.39K- 7.43% |
$250K - $261K
|
29.8K
$3.22M
|
|
|
Jul 28, 2022
Q2 2022
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-2.45K- 29.1% |
$256K - $268K
|
5.96K
$645K
|
|
|
Aug 10, 2022
Q2 2022
|
Telemus Capital, LLC
|
SELL
|
- |
-2.47K- 14.82% |
$258K - $270K
|
14.2K
$1.53M
|
|
|
Jul 25, 2022
Q2 2022
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-2.48K- 4.0% |
$259K - $271K
|
59.4K
$6.44M
|
|
|
Jul 06, 2022
Q2 2022
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-2.48K- 70.36% |
$260K - $272K
|
1.05K
$113K
|
|
|
Aug 12, 2022
Q2 2022
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-2.5KClosed |
$262K - $274K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Jacobi Capital Management LLC
|
SELL
|
- |
-2.51K- 16.28% |
$263K - $275K
|
12.9K
$1.4M
|
|
|
Aug 15, 2022
Q2 2022
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-2.54KClosed |
$266K - $279K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Orcam Financial Group
Encinitas, CA |
SELL
|
- |
-2.56KClosed |
$268K - $280K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-2.59K- 10.94% |
$271K - $283K
|
21.1K
$2.28M
|
|
|
Aug 10, 2022
Q2 2022
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-2.59K- 14.14% |
$271K - $284K
|
15.7K
$1.7M
|
|
|
Aug 11, 2022
Q2 2022
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
SELL
|
- |
-2.6K- 7.35% |
$272K - $284K
|
32.7K
$3.54M
|
|
|
Oct 23, 2023
Q2 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-2.62K- 0.73% |
$274K - $287K
|
356K
$38.6M
|
|
|
Aug 04, 2022
Q2 2022
|
Ifg Advisory, LLC
|
SELL
|
- |
-2.62K- 24.85% |
$274K - $287K
|
7.93K
$859K
|
|
|
Jul 27, 2022
Q2 2022
|
Modera Wealth Management, LLC
|
SELL
|
- |
-2.65K- 2.84% |
$277K - $290K
|
90.5K
$9.81M
|
|
|
Aug 15, 2022
Q2 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-2.65K- 32.47% |
$278K - $290K
|
5.52K
$598K
|
|
|
Jan 27, 2023
Q2 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-2.65K- 32.47% |
$278K - $290K
|
5.52K
$598K
|
|
|
Jul 12, 2022
Q2 2022
|
Kwmg, LLC
|
SELL
|
- |
-2.66K- 12.42% |
$278K - $291K
|
18.7K
$2.03M
|
|
|
Aug 02, 2022
Q2 2022
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-2.66K- 4.74% |
$279K - $292K
|
53.5K
$5.8M
|
|
|
Jul 26, 2022
Q2 2022
|
Key F Inancial Inc
|
SELL
|
- |
-2.68K- 40.36% |
$281K - $294K
|
3.96K
$429K
|
|
|
Aug 15, 2022
Q2 2022
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-2.69KClosed |
$282K - $295K
|
0
$0
|
|
|
Jul 14, 2022
Q2 2022
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-2.71K- 36.59% |
$284K - $297K
|
4.7K
$509K
|
|
|
Jul 07, 2022
Q2 2022
|
Boltwood Capital Management
|
SELL
|
- |
-2.72K- 45.71% |
$285K - $298K
|
3.23K
$350K
|
|
|
Jul 20, 2022
Q2 2022
|
Macroview Investment Management LLC
|
SELL
|
- |
-2.74K- 64.74% |
$287K - $300K
|
1.49K
$162K
|
|
|
Aug 09, 2022
Q2 2022
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
SELL
|
- |
-2.75KClosed |
$288K - $301K
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Mattern Wealth Management LLC
|
SELL
|
- |
-2.76K- 32.07% |
$289K - $303K
|
5.86K
$634K
|
|
|
Aug 09, 2022
Q2 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-2.78K- 8.19% |
$291K - $304K
|
31.1K
$3.37M
|
|
|
Jul 18, 2022
Q2 2022
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-2.81K- 11.32% |
$294K - $307K
|
22K
$2.38M
|
|
|
Aug 09, 2022
Q2 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-2.84K- 8.33% |
$297K - $311K
|
31.2K
$3.38M
|
|
|
Aug 11, 2022
Q2 2022
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-2.84K- 2.65% |
$297K - $311K
|
104K
$11.3M
|
|
|
Aug 12, 2022
Q2 2022
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-2.87KClosed |
$301K - $314K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.87K- 13.06% |
$301K - $315K
|
19.1K
$2.07M
|
|
|
Aug 01, 2022
Q2 2022
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-2.92KClosed |
$305K - $319K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-2.92K- 28.65% |
$306K - $320K
|
7.27K
$787K
|
|
|
Aug 15, 2022
Q2 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
SELL
|
- |
-2.94K- 34.49% |
$308K - $322K
|
5.59K
$605K
|
|
|
Aug 05, 2022
Q2 2022
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-3K- 46.24% |
$314K - $328K
|
3.48K
$377K
|
|
|
Jul 26, 2022
Q2 2022
|
Cypress Capital Group
|
SELL
|
- |
-3.01K- 3.89% |
$315K - $329K
|
74.3K
$8.05M
|
|
|
Aug 17, 2022
Q2 2022
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-3.04K- 33.75% |
$318K - $333K
|
5.96K
$646K
|
|
|
May 28, 2024
Q2 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-3.06K- 50.56% |
$320K - $335K
|
2.99K
$324K
|
|
|
Aug 15, 2022
Q2 2022
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-3.09K- 55.95% |
$323K - $338K
|
2.43K
$263K
|
|
|
Jul 22, 2022
Q2 2022
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-3.1KClosed |
$325K - $340K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Ht Partners LLC
|
SELL
|
- |
-3.15KClosed |
$330K - $345K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-3.2K- 58.46% |
$335K - $350K
|
2.27K
$246K
|
|
|
Jul 28, 2022
Q2 2022
|
Latitude Advisors, LLC
|
SELL
|
- |
-3.21KClosed |
$336K - $351K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Occidental Asset Management, LLC
|
SELL
|
- |
-3.21K- 13.67% |
$336K - $351K
|
20.3K
$2.19M
|
|
|
Jul 19, 2022
Q2 2022
|
Tenret CO LLC
|
SELL
|
- |
-3.21K- 6.6% |
$336K - $352K
|
45.5K
$4.93M
|