Purchases and Sales Made in Q2 2022 in Ishares National Muni Bond ETF (MUB)

MUB Quotes by TradingView

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 13, 2022 Q2 2022
Ullmann Wealth Partners Group, LLC

BUY
 -
11.3K
New
$1.19M - $1.24M
11.3K $1.22M
Jul 26, 2022 Q2 2022
Patriot Investment Management Inc.

BUY
 -
11.3K
+ 15.84%
$1.18M - $1.23M
82.3K $8.86M
Oct 09, 2024 Q2 2022
Martel Wealth Advisors Inc

Vancouver, WA
BUY
 -
11.1K
+ 19.33%
$1.16M - $1.21M
68.2K $7.34M
Aug 15, 2022 Q2 2022
Cresset Asset Management, LLC

Chicago, IL
BUY
 -
10.8K
+ 24.65%
$1.13M - $1.18M
54.4K $5.85M
Aug 03, 2022 Q2 2022
Baker Avenue Asset Management, LP

BUY
 -
10.6K
New
$1.11M - $1.16M
10.6K $1.14M
Aug 02, 2022 Q2 2022
Rmr Wealth Builders

BUY
 -
10.2K
+ 15.06%
$1.06M - $1.11M
77.5K $8.34M
Jul 12, 2022 Q2 2022
Confluence Investment Management LLC

BUY
 -
10K
+ 22.82%
$1.05M - $1.1M
53.9K $5.8M
Jul 08, 2022 Q2 2022
Cliftonlarsonallen Wealth Advisors, LLC

BUY
 -
9.97K
+ 0.88%
$1.04M - $1.09M
1.14M $123M
Aug 15, 2022 Q2 2022
Boothbay Fund Management, LLC

New York, NY
BUY
 -
9.92K
New
$1.04M - $1.09M
9.92K $1.07M
Aug 15, 2022 Q2 2022
Brasada Capital Management, LP

Houston, TX
BUY
 -
9.8K
New
$1.03M - $1.07M
9.8K $1.05M
Aug 12, 2022 Q2 2022
Almanack Investment Partners, Llc.

Wayne, PA
BUY
 -
9.47K
+ 278.64%
$992K - $1.04M
12.9K $1.38M
Jul 19, 2022 Q2 2022
Horan Securities, Inc.

BUY
 -
9.38K
+ 439.98%
$982K - $1.03M
11.5K $1.24M
Jul 28, 2022 Q2 2022
Flynn Zito Capital Management, LLC

BUY
 -
9.32K
New
$976K - $1.02M
9.32K $1M
Aug 10, 2022 Q2 2022
Esg Planning

Santa Clara, CA
BUY
 -
9.05K
+ 5.46%
$948K - $991K
175K $18.8M
Aug 11, 2022 Q2 2022
Capital Asset Advisory Services LLC

Haslett, MI
BUY
 -
8.9K
+ 22.04%
$932K - $975K
49.3K $5.3M
Jul 26, 2022 Q2 2022
Great Diamond Partners, LLC

BUY
 -
8.84K
New
$926K - $968K
8.84K $952K
Aug 09, 2022 Q2 2022
Financial Network Wealth Management LLC

Draper, UT
BUY
 -
8.83K
+ 109.72%
$925K - $967K
16.9K $1.82M
Jul 27, 2022 Q2 2022
Morgan Rosel Wealth Management, LLC

BUY
 -
8.68K
New
$909K - $950K
8.68K $934K
Aug 01, 2022 Q2 2022
Calamos Wealth Management LLC

BUY
 -
8.46K
+ 9.5%
$886K - $926K
97.4K $10.5M
Aug 04, 2022 Q2 2022
Aaf Wealth Management, LLC

BUY
 -
8.46K
New
$886K - $926K
8.46K $910K
Sep 23, 2022 Q2 2022
Capital Wealth Alliance, LLC

BUY
 -
8.42K
New
$882K - $922K
8.42K $906K
Aug 04, 2022 Q2 2022
Asio Capital, LLC

BUY
 -
8.37K
New
$876K - $916K
8.37K $900K
Jul 22, 2022 Q2 2022
Prairie View Partners, LLC

BUY
 -
8.36K
+ 170.79%
$876K - $916K
13.3K $1.43M
Sep 13, 2022 Q2 2022
Brown Advisory Inc

BUY
 -
8.23K
New
$862K - $901K
8.23K $885K
Aug 23, 2022 Q2 2022
Wcg Wealth Advisors LLC

Las Vegas, NV
BUY
 -
8.02K
New
$840K - $878K
8.02K $863K
Aug 10, 2022 Q2 2022
Axiom Financial Strategies, LLC

New Albany, IN
BUY
 -
7.88K
+ 8.12%
$826K - $863K
105K $11.3M
Aug 15, 2022 Q2 2022
Keebeck Wealth Management, LLC

Chicago, IL
BUY
 -
7.81K
+ 123.81%
$818K - $855K
14.1K $1.52M
Aug 03, 2022 Q2 2022
Sweet Financial Partners, LLC

BUY
 -
7.67K
+ 187.78%
$803K - $840K
11.8K $1.26M
Aug 11, 2022 Q2 2022
Aua Capital Management, LLC

Camp Hill, PA
BUY
 -
7.66K
+ 11.29%
$802K - $839K
75.5K $8.12M
Feb 14, 2023 Q2 2022
All Gen Financial Advisors, Inc.

Orlando, FL
BUY
 -
7.65K
New
$801K - $838K
7.65K $823K
Jul 08, 2022 Q2 2022
Worth Asset Management, LLC

BUY
 -
7.52K
New
$788K - $824K
7.52K $809K
Jul 22, 2022 Q2 2022
Altium Wealth Management LLC

BUY
 -
7.5K
+ 3.98%
$785K - $821K
196K $21.1M
Aug 03, 2022 Q2 2022
Motive Wealth Advisors

BUY
 -
7.47K
+ 16.61%
$783K - $818K
52.5K $5.65M
Aug 01, 2022 Q2 2022
Beam Wealth Advisors, Inc.

BUY
 -
7.35K
New
$770K - $805K
7.35K $791K
Aug 01, 2022 Q2 2022
Tag Stone Capital, Inc.

BUY
 -
7.35K
New
$769K - $805K
7.35K $791K
Aug 12, 2022 Q2 2022
River Front Investment Group, LLC

Richmond, VA
BUY
 -
7.3K
New
$764K - $799K
7.3K $785K
Jul 18, 2022 Q2 2022
Wesbanco Bank Inc

BUY
 -
7.21K
+ 8.7%
$755K - $790K
90.1K $9.7M
Aug 12, 2022 Q2 2022
Raymond James & Associates

St Petersburg, FL
BUY
 -
7.17K
+ 4.0%
$751K - $785K
186K $20M
Jul 15, 2022 Q2 2022
Bell Bank

BUY
 -
7.08K
New
$742K - $775K
7.08K $762K
Jul 26, 2022 Q2 2022
Girard Partners Ltd.

BUY
 -
7K
+ 15.82%
$733K - $766K
51.2K $5.51M
Aug 04, 2022 Q2 2022
Van Hulzen Asset Management, LLC

BUY
 -
6.91K
New
$724K - $757K
6.91K $744K
Aug 15, 2022 Q2 2022
Inter Ocean Capital Group, LLC

Nashville, TN
BUY
 -
6.87K
New
$720K - $752K
6.87K $739K
Aug 04, 2022 Q2 2022
Brighton Jones LLC

BUY
 -
6.84K
New
$716K - $749K
6.84K $736K
Aug 10, 2022 Q2 2022
Wealthsource Partners, LLC

BUY
 -
6.84K
+ 16.79%
$716K - $749K
47.5K $5.12M
Aug 01, 2022 Q2 2022
Calamos Advisors LLC

BUY
 -
6.81K
+ 212.08%
$713K - $746K
10K $1.08M
Aug 03, 2022 Q2 2022
First National Trust CO

BUY
 -
6.79K
+ 74.23%
$711K - $743K
15.9K $1.71M
Aug 12, 2024 Q2 2022
Abound Wealth Management

Franklin, TN
BUY
 -
6.77K
+ 45.59%
$709K - $742K
21.6K $2.33M
Aug 03, 2022 Q2 2022
Tortoise Investment Management, LLC

BUY
 -
6.65K
+ 11.53%
$696K - $728K
64.3K $6.92M
Aug 12, 2022 Q2 2022
Commerce Bank

Kansas City, MO
BUY
 -
6.49K
+ 3.7%
$679K - $710K
182K $19.6M

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