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
|
Tenret CO LLC
|
SELL
|
- |
-3.21K- 6.6% |
$336K - $352K
|
45.5K
$4.85M
|
|
Aug 15, 2022
Q2 2022
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-3.21KClosed |
$337K - $352K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-3.28KClosed |
$343K - $359K
|
0
$0
|
|
Jul 25, 2022
Q2 2022
|
Regions Financial Corp
|
SELL
|
- |
-3.33K- 2.72% |
$349K - $365K
|
119K
$12.7M
|
|
Jul 26, 2022
Q2 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-3.37K- 9.74% |
$353K - $369K
|
31.2K
$3.33M
|
|
Aug 03, 2022
Q2 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-3.4K- 16.59% |
$356K - $372K
|
17.1K
$1.82M
|
|
Aug 16, 2022
Q2 2022
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-3.42K- 42.39% |
$358K - $374K
|
4.64K
$495K
|
|
Aug 03, 2022
Q2 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.42K- 9.11% |
$358K - $374K
|
34.1K
$3.64M
|
|
Jul 20, 2022
Q2 2022
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-3.43K- 14.76% |
$359K - $376K
|
19.8K
$2.12M
|
|
Jul 22, 2022
Q2 2022
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-3.49K- 59.79% |
$366K - $382K
|
2.35K
$251K
|
|
Aug 11, 2022
Q2 2022
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-3.49K- 28.72% |
$366K - $382K
|
8.67K
$925K
|
|
Aug 11, 2022
Q2 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-3.5K- 22.33% |
$367K - $383K
|
12.2K
$1.3M
|
|
Aug 02, 2022
Q2 2022
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-3.52K- 49.45% |
$369K - $385K
|
3.6K
$384K
|
|
Aug 02, 2022
Q2 2022
|
Moneywise, Inc.
|
SELL
|
- |
-3.56K- 21.05% |
$373K - $390K
|
13.4K
$1.42M
|
|
Jul 11, 2022
Q2 2022
|
Innova Wealth Partners
|
SELL
|
- |
-3.6K- 22.65% |
$377K - $394K
|
12.3K
$1.31M
|
|
Aug 09, 2022
Q2 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-3.6K- 6.75% |
$377K - $394K
|
49.7K
$5.31M
|
|
Aug 15, 2022
Q2 2022
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-3.63KClosed |
$380K - $398K
|
0
$0
|
|
Aug 01, 2022
Q2 2022
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-3.65K- 66.32% |
$382K - $399K
|
1.85K
$198K
|
|
Jul 22, 2022
Q2 2022
|
Phillips Financial Management, LLC
|
SELL
|
- |
-3.67K- 7.98% |
$384K - $402K
|
42.3K
$4.52M
|
|
Aug 02, 2022
Q2 2022
|
Crestone Asset Management LLC
|
SELL
|
- |
-3.68KClosed |
$385K - $403K
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
First Business Financial Services, Inc.
|
SELL
|
- |
-3.74K- 9.8% |
$392K - $410K
|
34.4K
$3.68M
|
|
Aug 15, 2022
Q2 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-3.82K- 39.92% |
$400K - $418K
|
5.75K
$613K
|
|
Aug 01, 2022
Q2 2022
|
Connable Office Inc
|
SELL
|
- |
-3.82KClosed |
$400K - $419K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Ally Invest Advisors Inc.
Charlotte, NC |
SELL
|
- |
-3.83K- 2.23% |
$401K - $419K
|
168K
$17.9M
|
|
Aug 15, 2022
Q2 2022
|
Greenwich Investment Management, Inc.
Stamford, CT |
SELL
|
- |
-3.88K- 30.36% |
$406K - $425K
|
8.9K
$950K
|
|
Jul 25, 2022
Q2 2022
|
Safir Wealth Advisors, LLC
|
SELL
|
- |
-3.91K- 16.9% |
$410K - $428K
|
19.2K
$2.05M
|
|
Aug 08, 2022
Q2 2022
|
Keebeck Alpha, LP
Stamford, CT |
SELL
|
- |
-3.93K- 26.25% |
$412K - $431K
|
11.1K
$1.18M
|
|
Feb 01, 2023
Q2 2022
|
Keebeck Alpha, LP
Stamford, CT |
SELL
|
- |
-3.93K- 26.25% |
$412K - $431K
|
11.1K
$1.18M
|
|
Aug 09, 2022
Q2 2022
|
Unionview, LLC
Seattle, WA |
SELL
|
- |
-3.97KClosed |
$416K - $435K
|
0
$0
|
|
Jul 14, 2022
Q2 2022
|
Ma Private Wealth
|
SELL
|
- |
-4KClosed |
$419K - $438K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-4.06K- 11.99% |
$426K - $445K
|
29.8K
$3.18M
|
|
Aug 03, 2022
Q2 2022
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-4.09K- 14.57% |
$428K - $448K
|
24K
$2.56M
|
|
Jul 15, 2022
Q2 2022
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-4.13K- 70.27% |
$433K - $452K
|
1.75K
$187K
|
|
Aug 09, 2022
Q2 2022
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-4.14KClosed |
$434K - $454K
|
0
$0
|
|
Jul 21, 2022
Q2 2022
|
Vaughan & CO Securities, Inc.
|
SELL
|
- |
-4.15KClosed |
$434K - $454K
|
0
$0
|
|
Aug 01, 2022
Q2 2022
|
Emerald Advisors, LLC
|
SELL
|
- |
-4.15KClosed |
$435K - $455K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Paragon Capital Management LTD
|
SELL
|
- |
-4.18K- 26.94% |
$438K - $458K
|
11.3K
$1.21M
|
|
Aug 10, 2022
Q2 2022
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-4.19K- 53.21% |
$439K - $459K
|
3.69K
$393K
|
|
Jul 19, 2022
Q2 2022
|
Simplicity Wealth,Llc
|
SELL
|
- |
-4.28KClosed |
$448K - $468K
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-4.28K- 9.5% |
$448K - $468K
|
40.7K
$4.35M
|
|
Aug 24, 2022
Q2 2022
|
Cordatus Wealth Management LLC
Newtown, PA |
SELL
|
- |
-4.33KClosed |
$453K - $474K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Wood Trust Financial Corp
|
SELL
|
- |
-4.34KClosed |
$454K - $475K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-4.37K- 25.24% |
$458K - $478K
|
12.9K
$1.38M
|
|
Aug 09, 2022
Q2 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-4.37K- 47.84% |
$458K - $479K
|
4.77K
$509K
|
|
Jul 11, 2022
Q2 2022
|
Bms Financial Advisors, LLC
|
SELL
|
- |
-4.4K- 31.81% |
$461K - $482K
|
9.44K
$1.01M
|
|
Aug 15, 2022
Q2 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-4.46KClosed |
$467K - $488K
|
0
$0
|
|
Jul 20, 2022
Q2 2022
|
Act Advisors, Llc.
|
SELL
|
- |
-4.47KClosed |
$468K - $489K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
SELL
|
- |
-4.48KClosed |
$469K - $490K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Hms Capital Management, LLC
|
SELL
|
- |
-4.5K- 50.29% |
$471K - $492K
|
4.45K
$474K
|
|
Aug 12, 2022
Q2 2022
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-4.5K- 14.47% |
$471K - $493K
|
26.6K
$2.84M
|