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 15, 2022
Q2 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-65.8K- 68.13% |
$6.89M - $7.2M
|
30.8K
$3.31M
|
|
|
Aug 04, 2022
Q2 2022
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-68.5K- 75.52% |
$7.18M - $7.51M
|
22.2K
$2.39M
|
|
|
Aug 12, 2022
Q2 2022
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-68.6K- 39.01% |
$7.18M - $7.51M
|
107K
$11.5M
|
|
|
Aug 12, 2022
Q2 2022
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-68.7KClosed |
$7.19M - $7.52M
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
1900 Wealth Management LLC
|
SELL
|
- |
-70.1K- 20.1% |
$7.34M - $7.68M
|
279K
$30M
|
|
|
Jul 14, 2022
Q2 2022
|
Brio Consultants, LLC
|
SELL
|
- |
-73.8K- 70.8% |
$7.73M - $8.08M
|
30.4K
$3.27M
|
|
|
Aug 11, 2022
Q2 2022
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-75.4K- 19.99% |
$7.89M - $8.26M
|
302K
$32.5M
|
|
|
Aug 11, 2022
Q2 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-75.6K- 86.83% |
$7.92M - $8.28M
|
11.5K
$1.23M
|
|
|
Mar 22, 2023
Q2 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-75.6K- 86.83% |
$7.92M - $8.28M
|
11.5K
$1.23M
|
|
|
May 10, 2024
Q2 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-75.6K- 86.83% |
$7.92M - $8.28M
|
11.5K
$1.23M
|
|
|
Jul 11, 2022
Q2 2022
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-81.3K- 67.8% |
$8.51M - $8.9M
|
38.6K
$4.15M
|
|
|
Jul 29, 2022
Q2 2022
|
Financial Guidance Group, Inc.
|
SELL
|
- |
-87.1K- 52.69% |
$9.12M - $9.54M
|
78.2K
$8.42M
|
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-87.2K- 31.94% |
$9.13M - $9.55M
|
186K
$20M
|
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
SELL
|
- |
-90.5K- 2.76% |
$9.48M - $9.91M
|
3.19M
$343M
|
|
|
Aug 15, 2022
Q2 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-91.9K- 19.17% |
$9.63M - $10.1M
|
388K
$41.7M
|
|
|
Aug 15, 2022
Q2 2022
|
Portfolio Solutions, LLC
Troy, MI |
SELL
|
- |
-94.1K- 42.6% |
$9.86M - $10.3M
|
127K
$13.6M
|
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-102K- 6.45% |
$10.7M - $11.2M
|
1.48M
$159M
|
|
|
Jul 21, 2022
Q2 2022
|
Moller Financial Services
|
SELL
|
- |
-103K- 74.63% |
$10.8M - $11.3M
|
35K
$3.77M
|
|
|
Jul 27, 2022
Q2 2022
|
Sheets Smith Wealth Management
|
SELL
|
- |
-110K- 49.15% |
$11.5M - $12M
|
114K
$12.2M
|
|
|
Aug 11, 2022
Q2 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-124K- 29.31% |
$13M - $13.6M
|
300K
$32.3M
|
|
|
Jul 15, 2022
Q2 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-125K- 57.94% |
$13.1M - $13.7M
|
90.6K
$9.75M
|
|
|
Jul 25, 2022
Q2 2022
|
Dt Investment Partners, LLC
|
SELL
|
- |
-125K- 98.09% |
$13.1M - $13.7M
|
2.44K
$263K
|
|
|
Aug 15, 2022
Q2 2022
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-128K- 13.8% |
$13.4M - $14M
|
799K
$85.9M
|
|
|
Jul 15, 2022
Q2 2022
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-130K- 76.89% |
$13.6M - $14.2M
|
39K
$4.2M
|
|
|
Aug 10, 2022
Q2 2022
|
Financial Planners Of Cleveland, Inc.
Mayfield Heights, OH |
SELL
|
- |
-131KClosed |
$13.7M - $14.3M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-131KClosed |
$13.7M - $14.4M
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Citigroup Inc
|
SELL
|
- |
-133K- 19.88% |
$13.9M - $14.5M
|
535K
$57.6M
|
|
|
Aug 26, 2022
Q2 2022
|
Williams Financial, LLC
Bennington, VT |
SELL
|
- |
-143K- 85.32% |
$15M - $15.7M
|
24.6K
$2.65M
|
|
|
Jul 27, 2022
Q2 2022
|
Mission Wealth Management, LP
|
SELL
|
- |
-157K- 80.08% |
$16.4M - $17.1M
|
38.9K
$4.19M
|
|
|
Aug 12, 2022
Q2 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-160KClosed |
$16.7M - $17.5M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-168K- 57.48% |
$17.6M - $18.4M
|
125K
$13.4M
|
|
|
Jul 13, 2022
Q2 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-173K- 45.43% |
$18.2M - $19M
|
208K
$22.4M
|
|
|
Jul 29, 2022
Q2 2022
|
Austin Private Wealth, LLC
|
SELL
|
- |
-175K- 95.24% |
$18.4M - $19.2M
|
8.77K
$943K
|
|
|
Aug 04, 2022
Q2 2022
|
Barber Financial Group, Inc.
|
SELL
|
- |
-184K- 98.23% |
$19.2M - $20.1M
|
3.3K
$355K
|
|
|
Jul 21, 2022
Q2 2022
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-192K- 65.07% |
$20.1M - $21M
|
103K
$11.1M
|
|
|
Aug 08, 2022
Q2 2022
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-202K- 54.16% |
$21.2M - $22.2M
|
171K
$18.4M
|
|
|
Jul 19, 2022
Q2 2022
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-207K- 48.88% |
$21.6M - $22.6M
|
216K
$23.2M
|
|
|
Jul 14, 2022
Q2 2022
|
Adviser Investments LLC
|
SELL
|
- |
-238K- 65.85% |
$24.9M - $26M
|
123K
$13.3M
|
|
|
Jul 22, 2022
Q2 2022
|
First Ascent Asset Management, LLC
|
SELL
|
- |
-239K- 81.98% |
$25M - $26.2M
|
52.5K
$5.65M
|
|
|
Aug 10, 2022
Q2 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-244K- 12.24% |
$25.6M - $26.7M
|
1.75M
$188M
|
|
|
Aug 12, 2022
Q2 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-286K- 4.29% |
$30M - $31.3M
|
6.39M
$687M
|
|
|
Aug 11, 2022
Q2 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-295K- 66.12% |
$30.9M - $32.3M
|
151K
$16.3M
|
|
|
Aug 01, 2022
Q2 2022
|
Us Bancorp \De\
|
SELL
|
- |
-308K- 12.14% |
$32.2M - $33.7M
|
2.23M
$240M
|
|
|
Jul 07, 2022
Q2 2022
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-350K- 50.83% |
$36.7M - $38.4M
|
339K
$36.5M
|
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-366K- 24.31% |
$38.3M - $40.1M
|
1.14M
$123M
|
|
|
Aug 15, 2022
Q2 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-401K- 96.73% |
$42M - $43.9M
|
13.5K
$1.46M
|
|
|
Jul 22, 2022
Q2 2022
|
Hengehold Capital Management LLC
|
SELL
|
- |
-420K- 94.4% |
$44M - $46M
|
24.9K
$2.68M
|
|
|
Aug 16, 2022
Q2 2022
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
SELL
|
- |
-420KClosed |
$44M - $46M
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Facet Wealth, Inc.
|
SELL
|
- |
-441K- 92.76% |
$46.2M - $48.3M
|
34.5K
$3.71M
|
|
|
Aug 12, 2022
Q2 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-492KClosed |
$51.5M - $53.9M
|
0
$0
|