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 11, 2022
Q2 2022
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
158KNew |
$16.5M - $17.3M
|
158K
$17M
|
|
Aug 15, 2022
Q2 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
153K+ 364.01% |
$16M - $16.7M
|
195K
$20.9M
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
149K+ 8.01% |
$15.6M - $16.3M
|
2M
$215M
|
|
Jan 19, 2023
Q2 2022
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
148K+ 3454.01% |
$15.5M - $16.3M
|
153K
$16.4M
|
|
Aug 15, 2022
Q2 2022
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
136K+ 677.58% |
$14.3M - $14.9M
|
157K
$16.8M
|
|
Aug 15, 2022
Q2 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
132K+ 24.9% |
$13.8M - $14.5M
|
663K
$71.3M
|
|
Aug 12, 2022
Q2 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
131K+ 39.32% |
$13.8M - $14.4M
|
466K
$50.1M
|
|
Jul 14, 2022
Q2 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
130K+ 390.41% |
$13.6M - $14.3M
|
164K
$17.6M
|
|
Jul 13, 2022
Q2 2022
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
126K+ 554.96% |
$13.2M - $13.8M
|
148K
$15.9M
|
|
Jul 22, 2022
Q2 2022
|
Truist Financial Corp
|
BUY
|
- |
125K+ 20.97% |
$13.1M - $13.6M
|
719K
$77.4M
|
|
Aug 04, 2022
Q2 2022
|
Column Capital Advisors, LLC
|
BUY
|
- |
123K+ 63.43% |
$12.9M - $13.5M
|
317K
$34.2M
|
|
Aug 03, 2022
Q2 2022
|
Estate Counselors, LLC
|
BUY
|
- |
122K+ 223.41% |
$12.8M - $13.4M
|
177K
$19.1M
|
|
Jul 15, 2022
Q2 2022
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
122KNew |
$12.7M - $13.3M
|
122K
$13.1M
|
|
Aug 12, 2022
Q2 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
118K+ 0.74% |
$12.4M - $12.9M
|
16.1M
$1.73B
|
|
Aug 09, 2022
Q2 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
114K+ 75.35% |
$12M - $12.5M
|
266K
$28.7M
|
|
Aug 12, 2022
Q2 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
109K+ 683.93% |
$11.5M - $12M
|
125K
$13.5M
|
|
Aug 09, 2022
Q2 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
109K+ 2.12% |
$11.4M - $11.9M
|
5.23M
$563M
|
|
Aug 15, 2022
Q2 2022
|
Wj Interests, LLC
Sugar Land, TX |
BUY
|
- |
108KNew |
$11.4M - $11.9M
|
108K
$11.7M
|
|
Aug 12, 2022
Q2 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
107K+ 141.41% |
$11.2M - $11.7M
|
183K
$19.7M
|
|
Aug 11, 2022
Q2 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
105K+ 40.08% |
$11M - $11.5M
|
366K
$39.4M
|
|
Jul 27, 2022
Q2 2022
|
Annex Advisory Services, LLC
|
BUY
|
- |
103K+ 538.58% |
$10.7M - $11.2M
|
122K
$13.1M
|
|
Aug 12, 2022
Q2 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
101K+ 11.72% |
$10.6M - $11M
|
962K
$103M
|
|
Jul 22, 2022
Q2 2022
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
98K+ 385.99% |
$10.3M - $10.7M
|
123K
$13.3M
|
|
Aug 08, 2022
Q2 2022
|
Windsor Group LTD
|
BUY
|
- |
88.7K+ 317.7% |
$9.29M - $9.72M
|
117K
$12.6M
|
|
Aug 15, 2022
Q2 2022
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
87.9K+ 221.53% |
$9.2M - $9.62M
|
128K
$13.7M
|
|
Jul 29, 2022
Q2 2022
|
Opus Capital Group, LLC
|
BUY
|
- |
85.6K+ 463.64% |
$8.96M - $9.37M
|
104K
$11.2M
|
|
Aug 05, 2022
Q2 2022
|
Zions Bancorporation, N.A.
|
BUY
|
- |
82.8KNew |
$8.68M - $9.07M
|
82.8K
$8.91M
|
|
Aug 04, 2022
Q2 2022
|
Robinson Capital Management, LLC
|
BUY
|
- |
79.8K+ 74581.31% |
$8.36M - $8.74M
|
79.9K
$8.6M
|
|
Jul 21, 2022
Q2 2022
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
76.8K+ 183.37% |
$8.05M - $8.41M
|
119K
$12.8M
|
|
Aug 15, 2022
Q2 2022
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
76.3K+ 404.14% |
$7.99M - $8.36M
|
95.2K
$10.2M
|
|
Jul 18, 2022
Q2 2022
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
75.1K+ 34.17% |
$7.87M - $8.23M
|
295K
$31.8M
|
|
Aug 08, 2022
Q2 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
74.6K+ 35.64% |
$7.81M - $8.17M
|
284K
$30.5M
|
|
Aug 02, 2022
Q2 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
74K+ 287.95% |
$7.75M - $8.1M
|
99.7K
$10.7M
|
|
Dec 01, 2022
Q2 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
74K+ 287.95% |
$7.75M - $8.1M
|
99.7K
$10.7M
|
|
Aug 08, 2022
Q2 2022
|
Alera Investment Advisors, LLC
|
BUY
|
- |
73.1K+ 73.43% |
$7.65M - $8M
|
173K
$18.6M
|
|
Aug 03, 2022
Q2 2022
|
Assetmark, Inc
|
BUY
|
- |
71.7K+ 4.1% |
$7.51M - $7.86M
|
1.82M
$196M
|
|
Jul 12, 2022
Q2 2022
|
Manning & Napier Group, LLC
|
BUY
|
- |
71.5K+ 20.47% |
$7.49M - $7.83M
|
421K
$45.3M
|
|
Aug 15, 2022
Q2 2022
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
71.1KNew |
$7.44M - $7.78M
|
71.1K
$7.65M
|
|
Aug 03, 2022
Q2 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
70.7K+ 0.57% |
$7.4M - $7.74M
|
12.4M
$1.33B
|
|
Jul 25, 2022
Q2 2022
|
Corbenic Partners LLC
|
BUY
|
- |
70.3K+ 219.04% |
$7.36M - $7.7M
|
102K
$11M
|
|
Aug 10, 2022
Q2 2022
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
68.6KNew |
$7.19M - $7.52M
|
68.6K
$7.38M
|
|
Jul 19, 2022
Q2 2022
|
Orin Green Financial, LLC
|
BUY
|
- |
67.8K+ 642.84% |
$7.11M - $7.43M
|
78.4K
$8.44M
|
|
Jul 19, 2022
Q2 2022
|
Sawtooth Solutions, LLC
|
BUY
|
- |
67.5K+ 166.21% |
$7.07M - $7.39M
|
108K
$11.6M
|
|
Aug 05, 2022
Q2 2022
|
Beta Wealth Group, Inc.
|
BUY
|
- |
64.4K+ 1254.89% |
$6.75M - $7.06M
|
69.6K
$7.48M
|
|
Jul 27, 2022
Q2 2022
|
Bailard, Inc.
|
BUY
|
- |
63.8K+ 60.74% |
$6.68M - $6.98M
|
169K
$18.2M
|
|
Aug 15, 2022
Q2 2022
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
62.9K+ 65.19% |
$6.59M - $6.89M
|
159K
$17.2M
|
|
Jul 26, 2022
Q2 2022
|
First Citizens Bank & Trust CO
|
BUY
|
- |
62.7K+ 23.14% |
$6.57M - $6.87M
|
334K
$35.9M
|
|
Aug 02, 2022
Q2 2022
|
Sage Financial Management Group, Inc.
|
BUY
|
- |
60.3KNew |
$6.31M - $6.6M
|
60.3K
$6.49M
|
|
Aug 16, 2022
Q2 2022
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
58.1K+ 84.51% |
$6.08M - $6.36M
|
127K
$13.6M
|
|
Jul 25, 2022
Q2 2022
|
Private Ocean, LLC
|
BUY
|
- |
55.3KNew |
$5.79M - $6.05M
|
55.3K
$5.95M
|