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 04, 2022
Q2 2022
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
1.1K+ 2.71% |
$116K - $121K
|
41.9K
$4.53M
|
|
Aug 04, 2022
Q2 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
1.1K+ 707.1% |
$115K - $120K
|
1.25K
$135K
|
|
Aug 11, 2022
Q2 2022
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
1.07K+ 3.95% |
$112K - $117K
|
28.1K
$3.04M
|
|
Aug 05, 2022
Q2 2022
|
Meridian Wealth Management, LLC
|
BUY
|
- |
1.04K+ 14.99% |
$109K - $114K
|
8K
$865K
|
|
Aug 15, 2022
Q2 2022
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
1.04K+ 10.79% |
$109K - $114K
|
10.7K
$1.16M
|
|
Aug 05, 2022
Q2 2022
|
Lindenwold Advisors
|
BUY
|
- |
1K+ 9.12% |
$105K - $110K
|
12K
$1.3M
|
|
Jul 05, 2022
Q2 2022
|
Ellenbecker Investment Group
|
BUY
|
- |
992+ 28.29% |
$104K - $109K
|
4.5K
$486K
|
|
Jul 22, 2022
Q2 2022
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
977+ 25.96% |
$102K - $107K
|
4.74K
$512K
|
|
Aug 16, 2022
Q2 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
950+ 28.4% |
$99.5K - $104K
|
4.3K
$464K
|
|
Aug 11, 2022
Q2 2022
|
Investments & Financial Planning, LLC
Lexington, KY |
BUY
|
- |
925+ 17.75% |
$96.9K - $101K
|
6.14K
$663K
|
|
Jul 13, 2022
Q2 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
884+ 14.18% |
$92.6K - $96.8K
|
7.12K
$769K
|
|
Aug 05, 2022
Q2 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
882+ 18.41% |
$92.4K - $96.6K
|
5.67K
$613K
|
|
Aug 15, 2022
Q2 2022
|
Philadelphia Trust CO
Philadelphia, PA |
BUY
|
- |
855+ 4.34% |
$89.5K - $93.6K
|
20.6K
$2.22M
|
|
Jul 28, 2022
Q2 2022
|
Gryphon Financial Partners LLC
|
BUY
|
- |
850+ 9.36% |
$89K - $93.1K
|
9.93K
$1.07M
|
|
Aug 03, 2022
Q2 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
833+ 2.31% |
$87.2K - $91.2K
|
36.9K
$3.99M
|
|
Jul 12, 2022
Q2 2022
|
Archford Capital Strategies, LLC
|
BUY
|
- |
814+ 5.7% |
$85.3K - $89.1K
|
15.1K
$1.63M
|
|
Aug 05, 2022
Q2 2022
|
Investment Partners, Ltd.
|
BUY
|
- |
753+ 8.65% |
$78.9K - $82.5K
|
9.46K
$1.02M
|
|
Aug 11, 2022
Q2 2022
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
740New |
$77.5K - $81K
|
740
$80K
|
|
Aug 12, 2022
Q2 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
721+ 7.08% |
$75.5K - $79K
|
10.9K
$1.18M
|
|
Aug 09, 2022
Q2 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
716+ 16.08% |
$75K - $78.4K
|
5.17K
$559K
|
|
Aug 05, 2022
Q2 2022
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
711+ 0.49% |
$74.5K - $77.9K
|
146K
$15.8M
|
|
Aug 02, 2022
Q2 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
690+ 3.69% |
$72.3K - $75.6K
|
19.4K
$2.09M
|
|
Aug 09, 2022
Q2 2022
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
685+ 16.59% |
$71.7K - $75K
|
4.81K
$520K
|
|
Aug 04, 2022
Q2 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
657+ 15.99% |
$68.8K - $71.9K
|
4.77K
$515K
|
|
Jul 22, 2022
Q2 2022
|
Trust CO Of Virginia
|
BUY
|
- |
645+ 13.88% |
$67.6K - $70.6K
|
5.29K
$572K
|
|
Jul 15, 2022
Q2 2022
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
635+ 0.41% |
$66.5K - $69.5K
|
156K
$16.8M
|
|
Aug 10, 2022
Q2 2022
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
603+ 257.69% |
$63.2K - $66K
|
837
$90.5K
|
|
Aug 11, 2022
Q2 2022
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
587+ 6.41% |
$61.5K - $64.3K
|
9.74K
$1.05M
|
|
Jul 27, 2022
Q2 2022
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
577+ 0.97% |
$60.4K - $63.2K
|
59.9K
$6.48M
|
|
Aug 12, 2022
Q2 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
566+ 8.11% |
$59.3K - $62K
|
7.54K
$815K
|
|
Jul 13, 2022
Q2 2022
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
541+ 6.47% |
$56.7K - $59.2K
|
8.9K
$962K
|
|
Aug 09, 2022
Q2 2022
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
541+ 11.53% |
$56.7K - $59.2K
|
5.24K
$566K
|
|
Aug 12, 2022
Q2 2022
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
539+ 12.17% |
$56.4K - $59K
|
4.97K
$537K
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
524New |
$54.9K - $57.4K
|
524
$56.6K
|
|
Jul 28, 2022
Q2 2022
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
522+ 18.93% |
$54.7K - $57.2K
|
3.28K
$354K
|
|
Jul 18, 2022
Q2 2022
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
519+ 27.03% |
$54.4K - $56.8K
|
2.44K
$264K
|
|
Aug 02, 2022
Q2 2022
|
Maple Capital Management, Inc.
|
BUY
|
- |
501+ 10.13% |
$52.5K - $54.9K
|
5.45K
$589K
|
|
Aug 15, 2022
Q2 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
488+ 3.41% |
$51.1K - $53.4K
|
14.8K
$1.6M
|
|
Dec 13, 2023
Q2 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
488+ 3.41% |
$51.1K - $53.4K
|
14.8K
$1.6M
|
|
Aug 12, 2022
Q2 2022
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
487+ 7.1% |
$51K - $53.3K
|
7.34K
$794K
|
|
Jul 28, 2022
Q2 2022
|
Lyell Wealth Management, LP
|
BUY
|
- |
480+ 14.35% |
$50.3K - $52.6K
|
3.83K
$413K
|
|
Jul 13, 2022
Q2 2022
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
475+ 19.84% |
$49.7K - $52K
|
2.87K
$310K
|
|
Jul 11, 2022
Q2 2022
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
460+ 7.65% |
$48.2K - $50.4K
|
6.47K
$700K
|
|
Aug 02, 2022
Q2 2022
|
Crewe Advisors LLC
|
BUY
|
- |
450+ 14.36% |
$47.1K - $49.3K
|
3.58K
$387K
|
|
Aug 22, 2022
Q2 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
429New |
$44.9K - $47K
|
429
$46.4K
|
|
Jul 15, 2022
Q2 2022
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
412+ 83.06% |
$43.1K - $45.1K
|
908
$98.1K
|
|
Aug 10, 2022
Q2 2022
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
409+ 0.47% |
$42.8K - $44.8K
|
87.1K
$9.42M
|
|
Aug 05, 2022
Q2 2022
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
405+ 3.19% |
$42.4K - $44.4K
|
13.1K
$1.41M
|
|
Aug 08, 2022
Q2 2022
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
405+ 4.32% |
$42.4K - $44.4K
|
9.77K
$1.06M
|
|
Aug 11, 2022
Q2 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
392+ 515.79% |
$41.1K - $42.9K
|
468
$50.6K
|