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 28, 2022
Q2 2022
|
National Bank Of Canada
|
BUY
|
- |
44+ 10.19% |
$4.61K - $4.82K
|
476
$50.7K
|
|
|
Jul 26, 2022
Q2 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
28New |
$2.93K - $3.07K
|
28
$2.98K
|
|
|
Aug 01, 2022
Q2 2022
|
American Financial Advisors, LLC
|
BUY
|
- |
23+ 0.24% |
$2.41K - $2.52K
|
9.75K
$1.04M
|
|
|
Aug 09, 2022
Q2 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
23New |
$2.41K - $2.52K
|
23
$2.45K
|
|
|
Jul 11, 2022
Q2 2022
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
22+ 0.62% |
$2.3K - $2.41K
|
3.56K
$379K
|
|
|
Jul 12, 2022
Q2 2022
|
Verity Wealth Advisors
|
BUY
|
- |
21+ 0.47% |
$2.2K - $2.3K
|
4.52K
$481K
|
|
|
Aug 11, 2022
Q2 2022
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
21+ 0.25% |
$2.2K - $2.3K
|
8.45K
$900K
|
|
|
Jul 11, 2022
Q2 2022
|
Flaharty Asset Management, LLC
|
BUY
|
- |
20+ 0.36% |
$2.09K - $2.19K
|
5.53K
$589K
|
|
|
Aug 04, 2022
Q2 2022
|
Glassman Wealth Services
|
BUY
|
- |
20+ 0.25% |
$2.09K - $2.19K
|
8.09K
$862K
|
|
|
Jul 20, 2022
Q2 2022
|
Ballast Advisors LLC
|
BUY
|
- |
19+ 0.91% |
$1.99K - $2.08K
|
2.1K
$224K
|
|
|
Jul 18, 2022
Q2 2022
|
Wealthpoint, LLC
|
BUY
|
- |
18+ 0.32% |
$1.89K - $1.97K
|
5.66K
$603K
|
|
|
Aug 08, 2022
Q2 2022
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
18+ 0.42% |
$1.89K - $1.97K
|
4.34K
$463K
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
17New |
$1.78K - $1.86K
|
17
$1.81K
|
|
|
Aug 01, 2022
Q2 2022
|
Rkl Wealth Management LLC
|
BUY
|
- |
15+ 0.45% |
$1.57K - $1.64K
|
3.32K
$354K
|
|
|
Aug 08, 2022
Q2 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
15New |
$1.57K - $1.64K
|
15
$1.6K
|
|
|
Aug 08, 2022
Q2 2022
|
Roffman Miller Associates Inc
Philadelphia, PA |
BUY
|
- |
13+ 0.13% |
$1.36K - $1.42K
|
9.69K
$1.03M
|
|
|
Aug 12, 2022
Q2 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
12+ 6.32% |
$1.26K - $1.31K
|
202
$21.5K
|
|
|
Aug 17, 2022
Q2 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
12+ 0.34% |
$1.26K - $1.31K
|
3.55K
$378K
|
|
|
Aug 09, 2022
Q2 2022
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
11+ 0.23% |
$1.15K - $1.2K
|
4.75K
$506K
|
|
|
Mar 12, 2024
Q2 2022
|
Executive Wealth Group LLC
Kirkland, WA |
BUY
|
- |
10+ 0.12% |
$1.05K - $1.1K
|
8.52K
$907K
|
|
|
Jul 13, 2022
Q2 2022
|
Burleson & Company, LLC
|
BUY
|
- |
9New |
$943 - $986
|
9
$959
|
|
|
Jul 28, 2022
Q2 2022
|
Sanford Advisory Services, LLC
|
BUY
|
- |
7+ 0.14% |
$733 - $767
|
5.1K
$543K
|
|
|
Jul 14, 2022
Q2 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
6+ 0.13% |
$628 - $657
|
4.63K
$493K
|
|
|
Jul 13, 2022
Q2 2022
|
Silicon Valley Capital Partners
|
BUY
|
- |
5+ 0.21% |
$524 - $548
|
2.44K
$259K
|
|
|
Jul 28, 2022
Q2 2022
|
Alta Wealth Advisors LLC
|
BUY
|
- |
5+ 0.17% |
$524 - $548
|
2.91K
$310K
|
|
|
Aug 03, 2022
Q2 2022
|
F3 Logic, LLC
|
BUY
|
- |
4+ 0.17% |
$419 - $438
|
2.31K
$246K
|
|
|
Aug 05, 2022
Q2 2022
|
Gamble Jones Investment Counsel
|
BUY
|
- |
4+ 0.05% |
$419 - $438
|
7.4K
$788K
|
|
|
Aug 15, 2022
Q2 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
4+ 0.19% |
$419 - $438
|
2.16K
$230K
|
|
|
Jul 11, 2022
Q2 2022
|
Melone Private Wealth, LLC
|
BUY
|
- |
3+ 0.08% |
$314 - $329
|
3.85K
$410K
|
|
|
Jul 28, 2022
Q2 2022
|
Rise Advisors, LLC
|
BUY
|
- |
3+ 0.42% |
$314 - $329
|
714
$76.1K
|
|
|
Aug 12, 2022
Q2 2022
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
3+ 0.15% |
$314 - $329
|
2.07K
$221K
|
|
|
Jul 13, 2022
Q2 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
2+ 0.54% |
$209 - $219
|
374
$39.8K
|
|
|
Jul 14, 2022
Q2 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
2+ 0.1% |
$209 - $219
|
1.99K
$212K
|
|
|
Jul 22, 2022
Q2 2022
|
Element Wealth, LLC
|
BUY
|
- |
2+ 0.45% |
$209 - $219
|
451
$48K
|
|
|
Aug 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
2New |
$209 - $219
|
2
$213
|
|
|
Jul 18, 2022
Q2 2022
|
Psi Advisors, LLC
|
BUY
|
- |
1+ 0.43% |
$105 - $110
|
236
$25.1K
|
|
|
Jul 21, 2022
Q2 2022
|
First Command Advisory Services, Inc.
|
BUY
|
- |
1New |
$105 - $110
|
1
$107
|
|
|
Jul 27, 2022
Q2 2022
|
Iron Financial, LLC
|
BUY
|
- |
1+ 0.05% |
$105 - $110
|
2.06K
$220K
|
|
|
Aug 03, 2022
Q2 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1+ 0.45% |
$105 - $110
|
224
$23.9K
|
|
|
Aug 09, 2022
Q2 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
1+ 0.15% |
$105 - $110
|
658
$70.1K
|
|
|
Aug 16, 2022
Q2 2022
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
1+ 0.0% |
$105 - $110
|
27.6K
$2.94M
|
|
|
Aug 11, 2022
Q2 2022
|
Bar Harbor Trust Services
Ellsworth, ME |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-2- 0.01% |
$209 - $219
|
32.9K
$3.5M
|
|
|
Jul 28, 2022
Q2 2022
|
Dgs Capital Management, LLC
|
SELL
|
- |
-2- 0.1% |
$209 - $219
|
2.09K
$222K
|
|
|
Aug 12, 2022
Q2 2022
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-3- 0.11% |
$314 - $329
|
2.7K
$287K
|
|
|
Oct 17, 2024
Q2 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-3- 0.03% |
$314 - $329
|
8.63K
$919K
|
|
|
Aug 09, 2022
Q2 2022
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-4- 4.6% |
$419 - $438
|
83
$8.84K
|
|
|
Aug 12, 2022
Q2 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-7Closed |
$733 - $767
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-10Closed |
$1.05K - $1.1K
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
Sandy Spring Bank
|
SELL
|
- |
-11- 1.92% |
$1.15K - $1.2K
|
561
$59.8K
|