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 27, 2022
Q2 2022
|
Flc Capital Advisors
|
BUY
|
- |
2.24K+ 50.66% |
$235K - $245K
|
6.67K
$717K
|
|
|
Jul 19, 2022
Q2 2022
|
Twele Capital Management, Inc.
|
BUY
|
- |
2.23K+ 9.95% |
$234K - $244K
|
24.7K
$2.65M
|
|
|
Jul 20, 2022
Q2 2022
|
Cumberland Advisors Inc
|
BUY
|
- |
2.23KNew |
$233K - $244K
|
2.23K
$239K
|
|
|
Aug 15, 2022
Q2 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
2.22KNew |
$232K - $243K
|
2.22K
$239K
|
|
|
Jul 29, 2022
Q2 2022
|
Client First Capital LLC
|
BUY
|
- |
2.2K+ 15.33% |
$230K - $241K
|
16.5K
$1.78M
|
|
|
Aug 02, 2022
Q2 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
2.17K+ 37.4% |
$227K - $238K
|
7.97K
$857K
|
|
|
Aug 05, 2022
Q2 2022
|
Citizens Financial Group Inc
|
BUY
|
- |
2.15KNew |
$226K - $236K
|
2.15K
$232K
|
|
|
Aug 02, 2022
Q2 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.13K+ 29.95% |
$223K - $234K
|
9.26K
$996K
|
|
|
Jul 26, 2022
Q2 2022
|
Apeiron Ria LLC
|
BUY
|
- |
2.11K+ 13.59% |
$221K - $231K
|
17.6K
$1.9M
|
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
2.1K+ 11.52% |
$220K - $230K
|
20.3K
$2.19M
|
|
|
Nov 09, 2022
Q2 2022
|
Titus Wealth Management
Larskpur, CA |
BUY
|
- |
2.1KNew |
$220K - $230K
|
2.1K
$226K
|
|
|
Aug 11, 2022
Q2 2022
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
2.09K+ 55.52% |
$219K - $229K
|
5.86K
$631K
|
|
|
Jul 19, 2022
Q2 2022
|
Northland Capital Management LLC
|
BUY
|
- |
2.05KNew |
$215K - $224K
|
2.05K
$221K
|
|
|
Jan 19, 2024
Q2 2022
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
2.03K+ 98.55% |
$213K - $223K
|
4.1K
$441K
|
|
|
Aug 15, 2022
Q2 2022
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
1.99K+ 56.09% |
$209K - $218K
|
5.55K
$597K
|
|
|
Jul 11, 2022
Q2 2022
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
1.94KNew |
$203K - $213K
|
1.94K
$209K
|
|
|
Jul 22, 2022
Q2 2022
|
High Tower Trust Services, Lta
|
BUY
|
- |
1.92KNew |
$202K - $211K
|
1.92K
$207K
|
|
|
Jul 26, 2022
Q2 2022
|
Independent Wealth Network Inc.
|
BUY
|
- |
1.9KNew |
$199K - $208K
|
1.9K
$205K
|
|
|
Jul 15, 2022
Q2 2022
|
Five Oceans Advisors
|
BUY
|
- |
1.88KNew |
$197K - $206K
|
1.88K
$203K
|
|
|
Aug 10, 2022
Q2 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
1.85K+ 2.18% |
$194K - $203K
|
86.7K
$9.33M
|
|
|
Jul 22, 2022
Q2 2022
|
Pacifica Partners Inc.
|
BUY
|
- |
1.84K+ 1838.0% |
$192K - $201K
|
1.94K
$209K
|
|
|
Jul 12, 2022
Q2 2022
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
1.83K+ 1.66% |
$192K - $200K
|
112K
$12M
|
|
|
Jul 29, 2022
Q2 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.78K+ 406.39% |
$186K - $195K
|
2.22K
$239K
|
|
|
Aug 15, 2022
Q2 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
1.77K+ 18.22% |
$185K - $193K
|
11.5K
$1.23M
|
|
|
Jul 29, 2022
Q2 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
1.75K+ 28.46% |
$183K - $192K
|
7.91K
$851K
|
|
|
Jul 18, 2022
Q2 2022
|
Tfo Tdc, LLC
|
BUY
|
- |
1.73K+ 57.79% |
$181K - $189K
|
4.72K
$508K
|
|
|
Jul 22, 2022
Q2 2022
|
Jnba Financial Advisors
|
BUY
|
- |
1.68K+ 15.5% |
$176K - $184K
|
12.5K
$1.35M
|
|
|
Aug 10, 2022
Q2 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
1.65K+ 23.74% |
$173K - $181K
|
8.6K
$925K
|
|
|
Aug 15, 2022
Q2 2022
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
1.63K+ 61.62% |
$171K - $179K
|
4.28K
$461K
|
|
|
Aug 08, 2022
Q2 2022
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
1.6K+ 12.22% |
$167K - $175K
|
14.7K
$1.58M
|
|
|
Aug 01, 2022
Q2 2022
|
Graypoint LLC
|
BUY
|
- |
1.59K+ 3.22% |
$166K - $174K
|
50.9K
$5.48M
|
|
|
Aug 11, 2022
Q2 2022
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
1.58K+ 1.97% |
$166K - $173K
|
82.1K
$8.83M
|
|
|
Jul 27, 2022
Q2 2022
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
1.52K+ 9.55% |
$159K - $166K
|
17.4K
$1.87M
|
|
|
Jul 15, 2022
Q2 2022
|
Westside Investment Management, Inc.
|
BUY
|
- |
1.46K+ 7.83% |
$153K - $160K
|
20.1K
$2.16M
|
|
|
Jul 27, 2022
Q2 2022
|
Anson Capital, Inc.
|
BUY
|
- |
1.44K+ 10.26% |
$151K - $158K
|
15.5K
$1.67M
|
|
|
Jul 06, 2022
Q2 2022
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
1.42K+ 114.11% |
$149K - $156K
|
2.67K
$287K
|
|
|
Jul 25, 2022
Q2 2022
|
Tnf LLC
|
BUY
|
- |
1.41K+ 2.79% |
$148K - $154K
|
51.9K
$5.59M
|
|
|
Aug 15, 2022
Q2 2022
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.35K+ 7.85% |
$141K - $148K
|
18.5K
$1.99M
|
|
|
Aug 05, 2022
Q2 2022
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1.33K+ 24.06% |
$139K - $145K
|
6.83K
$735K
|
|
|
Jul 21, 2022
Q2 2022
|
Advisory Resource Group
|
BUY
|
- |
1.32K+ 10.24% |
$138K - $145K
|
14.2K
$1.53M
|
|
|
Aug 09, 2022
Q2 2022
|
Erickson Financial Group, LLC
Allentown, PA |
BUY
|
- |
1.32K+ 18.69% |
$138K - $145K
|
8.38K
$902K
|
|
|
Nov 16, 2022
Q2 2022
|
Hallmark Capital Management Inc
|
BUY
|
- |
1.28K+ 43.41% |
$134K - $140K
|
4.21K
$453K
|
|
|
Jul 18, 2022
Q2 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
1.23K+ 0.61% |
$129K - $135K
|
202K
$21.8M
|
|
|
Jul 01, 2022
Q2 2022
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
BUY
|
- |
1.19K+ 4.41% |
$124K - $130K
|
28.1K
$3.02M
|
|
|
Jul 22, 2022
Q2 2022
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
1.17K+ 3.48% |
$123K - $128K
|
34.9K
$3.75M
|
|
|
Aug 10, 2022
Q2 2022
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
1.17K+ 15.32% |
$123K - $128K
|
8.82K
$949K
|
|
|
Aug 05, 2022
Q2 2022
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
1.16K+ 27.37% |
$122K - $127K
|
5.4K
$581K
|
|
|
Jul 06, 2022
Q2 2022
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
1.15K+ 559.02% |
$120K - $125K
|
1.35K
$145K
|
|
|
Aug 15, 2022
Q2 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
1.14K+ 5.74% |
$119K - $125K
|
20.9K
$2.25M
|
|
|
Aug 15, 2022
Q2 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
1.12KNew |
$117K - $122K
|
1.12K
$120K
|