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 16, 2022
Q2 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
21.8K+ 780.88% |
$2.28M - $2.38M
|
24.6K
$2.64M
|
|
Aug 08, 2022
Q2 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
21.7K+ 106.92% |
$2.28M - $2.38M
|
42.1K
$4.53M
|
|
Jul 13, 2022
Q2 2022
|
Dubuque Bank & Trust CO
|
BUY
|
- |
20.7K+ 828.0% |
$2.17M - $2.27M
|
23.2K
$2.5M
|
|
Aug 12, 2022
Q2 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
19.9KNew |
$2.09M - $2.18M
|
19.9K
$2.14M
|
|
Aug 09, 2022
Q2 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
19.8K+ 53.61% |
$2.07M - $2.17M
|
56.8K
$6.11M
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
19K+ 21.52% |
$1.99M - $2.08M
|
107K
$11.5M
|
|
Aug 02, 2022
Q2 2022
|
Powell Investment Advisors, LLC
|
BUY
|
- |
19KNew |
$1.99M - $2.08M
|
19K
$2.04M
|
|
Jul 14, 2022
Q2 2022
|
Zhang Financial LLC
|
BUY
|
- |
18.9K+ 51.79% |
$1.98M - $2.07M
|
55.5K
$5.97M
|
|
Aug 08, 2022
Q2 2022
|
Townsquare Capital LLC
|
BUY
|
- |
18.8K+ 104.76% |
$1.96M - $2.05M
|
36.7K
$3.94M
|
|
Jun 27, 2023
Q2 2022
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
18.7K+ 756.66% |
$1.96M - $2.05M
|
21.2K
$2.28M
|
|
Aug 15, 2022
Q2 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
18.6K+ 21.67% |
$1.95M - $2.04M
|
104K
$11.2M
|
|
Jul 25, 2022
Q2 2022
|
Sofi Wealth, LLC
|
BUY
|
- |
18.5K+ 5.97% |
$1.94M - $2.03M
|
328K
$35.3M
|
|
Jul 11, 2022
Q2 2022
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
18.1K+ 32.99% |
$1.89M - $1.98M
|
72.8K
$7.84M
|
|
Aug 12, 2022
Q2 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
17.9K+ 13.18% |
$1.88M - $1.96M
|
154K
$16.5M
|
|
Aug 08, 2022
Q2 2022
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
17.9K+ 606.83% |
$1.87M - $1.96M
|
20.8K
$2.24M
|
|
Jul 29, 2022
Q2 2022
|
Merriman Wealth Management, LLC
|
BUY
|
- |
17.7K+ 448.21% |
$1.85M - $1.93M
|
21.6K
$2.32M
|
|
Aug 12, 2022
Q2 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
17.6K+ 58.72% |
$1.84M - $1.92M
|
47.5K
$5.11M
|
|
Aug 09, 2022
Q2 2022
|
Choice Wealth Advisors, LLC
Waterville, ME |
BUY
|
- |
17.4KNew |
$1.82M - $1.91M
|
17.4K
$1.87M
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
16.9KNew |
$1.77M - $1.85M
|
16.9K
$1.82M
|
|
Jul 19, 2022
Q2 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
16.9K+ 9.1% |
$1.77M - $1.85M
|
202K
$21.8M
|
|
Jul 27, 2022
Q2 2022
|
Fifth Third Securities, Inc.
|
BUY
|
- |
16.8KNew |
$1.76M - $1.84M
|
16.8K
$1.81M
|
|
Aug 12, 2022
Q2 2022
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
16.7KNew |
$1.75M - $1.83M
|
16.7K
$1.8M
|
|
Jul 08, 2022
Q2 2022
|
Pure Financial Advisors, LLC
|
BUY
|
- |
16.2KNew |
$1.7M - $1.78M
|
16.2K
$1.75M
|
|
Jul 11, 2022
Q2 2022
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
16K+ 111.86% |
$1.67M - $1.75M
|
30.2K
$3.25M
|
|
Jan 12, 2023
Q2 2022
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
15.8K+ 509.52% |
$1.65M - $1.73M
|
18.9K
$2.03M
|
|
Jul 27, 2022
Q2 2022
|
Advisor Resource Council
|
BUY
|
- |
15.8KNew |
$1.65M - $1.73M
|
15.8K
$1.7M
|
|
Jul 28, 2022
Q2 2022
|
Apexium Financial, LP
|
BUY
|
- |
15.7KNew |
$1.65M - $1.72M
|
15.7K
$1.69M
|
|
Jul 13, 2022
Q2 2022
|
Trinity Wealth Management, LLC
|
BUY
|
- |
15K+ 683.86% |
$1.57M - $1.64M
|
17.1K
$1.84M
|
|
Aug 08, 2022
Q2 2022
|
Hancock Whitney Corp
|
BUY
|
- |
14.8K+ 44.09% |
$1.55M - $1.62M
|
48.5K
$5.21M
|
|
Jul 07, 2022
Q2 2022
|
Legacy Private Trust Co.
|
BUY
|
- |
14.6K+ 10.05% |
$1.52M - $1.59M
|
159K
$17.1M
|
|
Jul 12, 2022
Q2 2022
|
Everhart Financial Group, Inc.
|
BUY
|
- |
14.3K+ 115.19% |
$1.49M - $1.56M
|
26.7K
$2.87M
|
|
Jul 18, 2022
Q2 2022
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
13.8KNew |
$1.45M - $1.52M
|
13.8K
$1.49M
|
|
Jul 14, 2022
Q2 2022
|
B&D White Capital Company, LLC
|
BUY
|
- |
13.8KNew |
$1.44M - $1.51M
|
13.8K
$1.48M
|
|
Aug 12, 2022
Q2 2022
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
13.7K+ 43.71% |
$1.43M - $1.5M
|
44.9K
$4.83M
|
|
Jul 11, 2022
Q2 2022
|
Symmetry Partners, LLC
|
BUY
|
- |
13.2K+ 4.42% |
$1.38M - $1.44M
|
311K
$33.5M
|
|
Aug 10, 2022
Q2 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
13K+ 14.82% |
$1.36M - $1.42M
|
101K
$10.8M
|
|
Jul 29, 2022
Q2 2022
|
Burt Wealth Advisors
|
BUY
|
- |
13K+ 15.18% |
$1.36M - $1.42M
|
98.4K
$10.6M
|
|
Jul 12, 2022
Q2 2022
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
12.8KNew |
$1.34M - $1.4M
|
12.8K
$1.38M
|
|
Aug 15, 2022
Q2 2022
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
12.6K+ 193.81% |
$1.31M - $1.37M
|
19K
$2.05M
|
|
Aug 25, 2022
Q2 2022
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
12.2K+ 93.47% |
$1.28M - $1.34M
|
25.3K
$2.72M
|
|
Jul 11, 2022
Q2 2022
|
Wedmont Private Capital
|
BUY
|
- |
12.2K+ 21.89% |
$1.27M - $1.33M
|
67.7K
$7.28M
|
|
Jul 11, 2022
Q2 2022
|
Brookstone Capital Management
|
BUY
|
- |
12.1K+ 53.41% |
$1.27M - $1.33M
|
34.8K
$3.74M
|
|
Aug 05, 2022
Q2 2022
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
12.1KNew |
$1.26M - $1.32M
|
12.1K
$1.3M
|
|
Feb 28, 2024
Q2 2022
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
11.9K+ 55.16% |
$1.25M - $1.3M
|
33.5K
$3.6M
|
|
Aug 11, 2022
Q2 2022
|
Liquid Strategies, LLC
Atlanta, GA |
BUY
|
- |
11.7K+ 9.42% |
$1.22M - $1.28M
|
136K
$14.6M
|
|
Aug 16, 2024
Q2 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
11.6K+ 59.3% |
$1.22M - $1.27M
|
31.2K
$3.36M
|
|
Aug 04, 2022
Q2 2022
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
11.5K+ 37.63% |
$1.21M - $1.26M
|
42.2K
$4.54M
|
|
Jul 11, 2022
Q2 2022
|
Greenspring Advisors, LLC
|
BUY
|
- |
11.5K+ 218.73% |
$1.2M - $1.26M
|
16.7K
$1.8M
|
|
Jun 20, 2023
Q2 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
11.5KNew |
$1.2M - $1.26M
|
11.5K
$1.23M
|
|
Jul 13, 2022
Q2 2022
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
11.5K+ 83.49% |
$1.2M - $1.26M
|
25.2K
$2.71M
|