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 06, 2022
Q2 2022
|
Farmer Steven Patrick
|
BUY
|
- |
53.9KNew |
$5.65M - $5.9M
|
53.9K
$5.8M
|
|
Aug 12, 2022
Q2 2022
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
51K+ 359.33% |
$5.35M - $5.59M
|
65.3K
$7.02M
|
|
Jul 27, 2022
Q2 2022
|
Founders Financial Securities LLC
|
BUY
|
- |
50.9K+ 352.58% |
$5.34M - $5.58M
|
65.4K
$7.04M
|
|
Jul 18, 2022
Q2 2022
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
50.5K+ 57.32% |
$5.29M - $5.53M
|
139K
$14.9M
|
|
Aug 16, 2022
Q2 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
49.6K+ 22.19% |
$5.19M - $5.43M
|
273K
$29.4M
|
|
Jul 28, 2022
Q2 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
48.4K+ 260.92% |
$5.07M - $5.3M
|
66.9K
$7.2M
|
|
Aug 05, 2022
Q2 2022
|
M&T Bank Corp
|
BUY
|
- |
48.3K+ 59.26% |
$5.06M - $5.29M
|
130K
$14M
|
|
Aug 09, 2022
Q2 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
47.7K+ 680.11% |
$5M - $5.22M
|
54.7K
$5.89M
|
|
Aug 10, 2022
Q2 2022
|
Vicus Capital
State College, PA |
BUY
|
- |
47.7K+ 76.06% |
$4.99M - $5.22M
|
110K
$11.9M
|
|
Aug 15, 2022
Q2 2022
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
44.7KNew |
$4.68M - $4.89M
|
44.7K
$4.81M
|
|
Jul 20, 2022
Q2 2022
|
Capital Insight Partners, LLC
|
BUY
|
- |
43.1K+ 39.35% |
$4.51M - $4.71M
|
152K
$16.4M
|
|
Aug 11, 2022
Q2 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
42.9K+ 4.29% |
$4.49M - $4.69M
|
1.04M
$112M
|
|
Aug 02, 2022
Q2 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
41.2K+ 55.56% |
$4.31M - $4.51M
|
115K
$12.4M
|
|
Aug 10, 2022
Q2 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
38.3K+ 99.34% |
$4.02M - $4.2M
|
76.9K
$8.28M
|
|
Aug 02, 2022
Q2 2022
|
Advisor Os, LLC
|
BUY
|
- |
36.8KNew |
$3.85M - $4.03M
|
36.8K
$3.96M
|
|
Aug 02, 2022
Q2 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
36.3K+ 59.04% |
$3.81M - $3.98M
|
97.9K
$10.5M
|
|
Mar 14, 2023
Q2 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
36.3K+ 59.04% |
$3.81M - $3.98M
|
97.9K
$10.5M
|
|
Jul 27, 2022
Q2 2022
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
36.2K+ 33.05% |
$3.79M - $3.96M
|
146K
$15.7M
|
|
Jul 18, 2022
Q2 2022
|
Elm Partners Management LLC
|
BUY
|
- |
34.2K+ 76.11% |
$3.58M - $3.75M
|
79.2K
$8.52M
|
|
Aug 12, 2022
Q2 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
34.1K+ 3.17% |
$3.57M - $3.74M
|
1.11M
$119M
|
|
Jul 21, 2022
Q2 2022
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
33.7KNew |
$3.53M - $3.69M
|
33.7K
$3.63M
|
|
Aug 12, 2022
Q2 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
33.4K+ 0.64% |
$3.5M - $3.66M
|
5.24M
$564M
|
|
Aug 12, 2022
Q2 2022
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
32.6K+ 81.99% |
$3.41M - $3.57M
|
72.3K
$7.78M
|
|
Jul 28, 2022
Q2 2022
|
Cwm, LLC
|
BUY
|
- |
32.5K+ 22.82% |
$3.4M - $3.56M
|
175K
$18.8M
|
|
Jul 27, 2022
Q2 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
30.7K+ 5.47% |
$3.21M - $3.36M
|
591K
$63.6M
|
|
Aug 30, 2022
Q2 2022
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
29.9KNew |
$3.13M - $3.27M
|
29.9K
$3.22M
|
|
Aug 09, 2022
Q2 2022
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
29.6K+ 1394.71% |
$3.1M - $3.24M
|
31.7K
$3.41M
|
|
Aug 02, 2022
Q2 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
29.4K+ 47.84% |
$3.08M - $3.22M
|
90.8K
$9.77M
|
|
Aug 15, 2022
Q2 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
29.1K+ 2.84% |
$3.05M - $3.19M
|
1.05M
$113M
|
|
Nov 03, 2022
Q2 2022
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
28.9KNew |
$3.03M - $3.17M
|
28.9K
$3.11M
|
|
Jul 28, 2022
Q2 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
28.7K+ 236.57% |
$3.01M - $3.15M
|
40.9K
$4.4M
|
|
Jul 11, 2022
Q2 2022
|
New Potomac Partners, LLC
|
BUY
|
- |
27.6KNew |
$2.89M - $3.02M
|
27.6K
$2.97M
|
|
Aug 02, 2022
Q2 2022
|
Lincoln National Corp
|
BUY
|
- |
27.6K+ 43.95% |
$2.89M - $3.02M
|
90.4K
$9.72M
|
|
Aug 09, 2022
Q2 2022
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
26.5K+ 115.37% |
$2.78M - $2.91M
|
49.5K
$5.33M
|
|
Aug 02, 2022
Q2 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
26K+ 36.03% |
$2.72M - $2.85M
|
98.2K
$10.6M
|
|
Feb 14, 2024
Q2 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
26K+ 36.03% |
$2.72M - $2.85M
|
98.2K
$10.6M
|
|
Jul 28, 2022
Q2 2022
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
25.9KNew |
$2.71M - $2.84M
|
25.9K
$2.79M
|
|
Jul 11, 2022
Q2 2022
|
Roth Financial Partners LLC
|
BUY
|
- |
25.1KNew |
$2.62M - $2.74M
|
25.1K
$2.7M
|
|
Aug 09, 2022
Q2 2022
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
25K+ 6.63% |
$2.62M - $2.74M
|
402K
$43.3M
|
|
Aug 15, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
24.3K+ 0.45% |
$2.54M - $2.66M
|
5.47M
$588M
|
|
Oct 27, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
24.3K+ 0.45% |
$2.54M - $2.66M
|
5.47M
$588M
|
|
Jul 22, 2022
Q2 2022
|
Forte Asset Management LLC
|
BUY
|
- |
24KNew |
$2.52M - $2.63M
|
24K
$2.58M
|
|
Oct 12, 2023
Q2 2022
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
23.7K+ 231.54% |
$2.49M - $2.6M
|
34K
$3.66M
|
|
Aug 01, 2022
Q2 2022
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
23.7K+ 127.53% |
$2.48M - $2.59M
|
42.2K
$4.54M
|
|
Aug 15, 2022
Q2 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
23.5K+ 22.24% |
$2.47M - $2.58M
|
129K
$13.9M
|
|
Aug 10, 2022
Q2 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
23.2K+ 20.9% |
$2.43M - $2.54M
|
134K
$14.5M
|
|
Aug 15, 2022
Q2 2022
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
23.1K+ 83.66% |
$2.42M - $2.53M
|
50.6K
$5.45M
|
|
Jul 06, 2022
Q2 2022
|
Parsec Financial Management, Inc.
|
BUY
|
- |
22.9K+ 346.73% |
$2.4M - $2.51M
|
29.5K
$3.17M
|
|
Jul 13, 2022
Q2 2022
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
22.3K+ 14.06% |
$2.34M - $2.45M
|
181K
$19.5M
|
|
Aug 08, 2022
Q2 2022
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
22KNew |
$2.31M - $2.41M
|
22K
$2.37M
|