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 12, 2022
Q2 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-11.4K- 49.49% |
$1.19M - $1.25M
|
11.6K
$1.26M
|
|
|
Jul 25, 2022
Q2 2022
|
One Advisory Partners, LLC
|
SELL
|
- |
-11.4K- 17.36% |
$1.19M - $1.25M
|
54.3K
$5.88M
|
|
|
Aug 12, 2022
Q2 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-11.5K- 19.93% |
$1.21M - $1.26M
|
46.4K
$5.02M
|
|
|
Jul 22, 2022
Q2 2022
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-11.6K- 78.08% |
$1.22M - $1.28M
|
3.27K
$354K
|
|
|
Aug 11, 2022
Q2 2022
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-11.7K- 64.31% |
$1.22M - $1.28M
|
6.49K
$703K
|
|
|
Jul 27, 2022
Q2 2022
|
Altus Wealth Management, LLC
|
SELL
|
- |
-11.8K- 70.83% |
$1.23M - $1.29M
|
4.84K
$524K
|
|
|
Aug 12, 2022
Q2 2022
|
River Glades Family Offices LLC
Naples, FL |
SELL
|
- |
-11.8K- 77.58% |
$1.24M - $1.3M
|
3.42K
$371K
|
|
|
Jul 25, 2022
Q2 2022
|
Lake Hills Wealth Management, LLC
|
SELL
|
- |
-12K- 70.13% |
$1.25M - $1.31M
|
5.09K
$552K
|
|
|
Jul 12, 2022
Q2 2022
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-12K- 45.18% |
$1.25M - $1.31M
|
14.5K
$1.57M
|
|
|
Jul 15, 2022
Q2 2022
|
Hb Wealth Management, LLC
|
SELL
|
- |
-12K- 76.4% |
$1.26M - $1.32M
|
3.71K
$402K
|
|
|
Dec 08, 2022
Q2 2022
|
Amj Financial Wealth Management
Leesburg, VA |
SELL
|
- |
-12KClosed |
$1.26M - $1.32M
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-12K- 29.29% |
$1.26M - $1.32M
|
29.1K
$3.15M
|
|
|
Jul 25, 2022
Q2 2022
|
Aspiriant, LLC
|
SELL
|
- |
-12.2K- 2.77% |
$1.28M - $1.33M
|
428K
$46.4M
|
|
|
Aug 15, 2022
Q2 2022
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-12.2K- 13.74% |
$1.28M - $1.34M
|
76.8K
$8.32M
|
|
|
Jul 12, 2022
Q2 2022
|
Lake Street Financial LLC
|
SELL
|
- |
-12.2K- 73.39% |
$1.28M - $1.34M
|
4.44K
$481K
|
|
|
Jul 27, 2022
Q2 2022
|
Reik & Co., LLC
|
SELL
|
- |
-12.3KClosed |
$1.29M - $1.35M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-12.4K- 38.89% |
$1.3M - $1.36M
|
19.6K
$2.12M
|
|
|
Aug 11, 2022
Q2 2022
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-13.1K- 97.91% |
$1.37M - $1.43M
|
279
$30.2K
|
|
|
Jul 11, 2022
Q2 2022
|
Fc Advisory LLC
|
SELL
|
- |
-13.5K- 69.77% |
$1.42M - $1.48M
|
5.86K
$635K
|
|
|
Jul 28, 2022
Q2 2022
|
Riversedge Advisors, LLC
|
SELL
|
- |
-13.6K- 27.23% |
$1.42M - $1.48M
|
36.2K
$3.93M
|
|
|
Aug 03, 2022
Q2 2022
|
Simplex Trading, LLC
|
SELL
|
- |
-13.6KClosed |
$1.42M - $1.49M
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Brown Advisory Inc
|
SELL
|
- |
-13.8KClosed |
$1.45M - $1.51M
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Wealth Cmt
|
SELL
|
- |
-13.9K- 10.34% |
$1.45M - $1.52M
|
120K
$13M
|
|
|
Jul 21, 2022
Q2 2022
|
Hollencrest Capital Management
|
SELL
|
- |
-14.4K- 75.6% |
$1.51M - $1.58M
|
4.64K
$503K
|
|
|
Aug 26, 2022
Q2 2022
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-14.4K- 74.28% |
$1.51M - $1.58M
|
4.99K
$541K
|
|
|
Aug 12, 2022
Q2 2022
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-14.5K- 80.96% |
$1.51M - $1.58M
|
3.4K
$368K
|
|
|
Jul 29, 2022
Q2 2022
|
Grove Bank & Trust
|
SELL
|
- |
-14.6K- 18.07% |
$1.53M - $1.6M
|
66.2K
$7.17M
|
|
|
Aug 12, 2022
Q2 2022
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-14.8KClosed |
$1.54M - $1.62M
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-15.5K- 33.07% |
$1.63M - $1.7M
|
31.4K
$3.4M
|
|
|
Aug 05, 2022
Q2 2022
|
Ascent Group, LLC
|
SELL
|
- |
-15.7K- 57.69% |
$1.65M - $1.72M
|
11.5K
$1.25M
|
|
|
Jul 15, 2022
Q2 2022
|
Olio Financial Planning
|
SELL
|
- |
-16.4K- 23.76% |
$1.71M - $1.79M
|
52.5K
$5.69M
|
|
|
Aug 15, 2022
Q2 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-16.6K- 44.75% |
$1.74M - $1.82M
|
20.5K
$2.22M
|
|
|
Aug 11, 2022
Q2 2022
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-17.2KClosed |
$1.8M - $1.88M
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Btc Capital Management, Inc.
|
SELL
|
- |
-17.3K- 29.32% |
$1.81M - $1.89M
|
41.7K
$4.52M
|
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-17.5K- 42.55% |
$1.83M - $1.91M
|
23.6K
$2.56M
|
|
|
Aug 15, 2022
Q2 2022
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-17.9K- 61.39% |
$1.88M - $1.96M
|
11.3K
$1.22M
|
|
|
Aug 15, 2022
Q2 2022
|
Ascendant Capital Management, LLC
Los Angeles, CA |
SELL
|
- |
-18K- 64.29% |
$1.89M - $1.97M
|
10K
$1.08M
|
|
|
Aug 12, 2022
Q2 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-18.4K- 10.76% |
$1.93M - $2.02M
|
153K
$16.6M
|
|
|
Jul 15, 2022
Q2 2022
|
Ritholtz Wealth Management
|
SELL
|
- |
-18.6K- 88.59% |
$1.95M - $2.04M
|
2.4K
$260K
|
|
|
Jul 18, 2022
Q2 2022
|
Wavelength Capital Management, LLC
|
SELL
|
- |
-18.7K- 16.27% |
$1.96M - $2.05M
|
96.2K
$10.4M
|
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
SELL
|
- |
-18.9K- 39.99% |
$1.98M - $2.07M
|
28.4K
$3.07M
|
|
|
Aug 09, 2022
Q2 2022
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-19.1K- 35.15% |
$2M - $2.09M
|
35.2K
$3.81M
|
|
|
Aug 09, 2022
Q2 2022
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-19.2K- 17.71% |
$2.01M - $2.1M
|
89.2K
$9.67M
|
|
|
Aug 01, 2022
Q2 2022
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-19.2K- 78.31% |
$2.01M - $2.11M
|
5.33K
$577K
|
|
|
Jul 21, 2022
Q2 2022
|
Hartford Financial Management Inc.
|
SELL
|
- |
-20K- 67.46% |
$2.09M - $2.19M
|
9.63K
$1.04M
|
|
|
Aug 04, 2022
Q2 2022
|
Summit Place Financial Advisors, LLC
|
SELL
|
- |
-20.7K- 89.51% |
$2.17M - $2.27M
|
2.43K
$263K
|
|
|
Aug 15, 2022
Q2 2022
|
New Vernon Capital Holdings Ii LLC
Morristown, NJ |
SELL
|
- |
-20.8KClosed |
$2.17M - $2.27M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-21.7K- 45.33% |
$2.27M - $2.37M
|
26.1K
$2.83M
|
|
|
Aug 09, 2022
Q2 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-21.9K- 42.5% |
$2.29M - $2.4M
|
29.6K
$3.21M
|
|
|
Jul 06, 2022
Q2 2022
|
Centric Wealth Management
|
SELL
|
- |
-22.3KClosed |
$2.34M - $2.45M
|
0
$0
|