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 14, 2022
Q2 2022
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-4.53K- 30.96% |
$474K - $496K
|
10.1K
$1.08M
|
|
|
Aug 05, 2022
Q2 2022
|
Dakota Wealth Management
|
SELL
|
- |
-4.57K- 17.06% |
$478K - $500K
|
22.2K
$2.36M
|
|
|
Aug 01, 2022
Q2 2022
|
4 J Wealth Management LLC
|
SELL
|
- |
-4.6K- 26.11% |
$482K - $504K
|
13K
$1.39M
|
|
|
Aug 15, 2022
Q2 2022
|
Lpwm LLC
Minneapolis, MN |
SELL
|
- |
-4.62K- 47.63% |
$484K - $506K
|
5.08K
$541K
|
|
|
Aug 11, 2022
Q2 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-4.62K- 4.1% |
$484K - $506K
|
108K
$11.5M
|
|
|
Jul 22, 2022
Q2 2022
|
Round Rock Advisors, LLC
|
SELL
|
- |
-4.63K- 70.17% |
$485K - $507K
|
1.97K
$210K
|
|
|
Aug 15, 2022
Q2 2022
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-4.63K- 44.14% |
$485K - $507K
|
5.87K
$625K
|
|
|
Aug 01, 2022
Q2 2022
|
Ifg Advisors, LLC
|
SELL
|
- |
-4.94K- 25.0% |
$518K - $541K
|
14.8K
$1.58M
|
|
|
Jul 11, 2022
Q2 2022
|
Wall Capital Group, Inc.
|
SELL
|
- |
-4.96KClosed |
$519K - $543K
|
0
$0
|
|
|
Jul 14, 2022
Q2 2022
|
Signature Wealth Management Group
|
SELL
|
- |
-4.98KClosed |
$522K - $545K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Verde Capital Management
|
SELL
|
- |
-4.99K- 58.92% |
$522K - $546K
|
3.48K
$371K
|
|
|
Aug 11, 2022
Q2 2022
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-5.01K- 22.81% |
$524K - $548K
|
16.9K
$1.8M
|
|
|
Jul 14, 2022
Q2 2022
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-5.04KClosed |
$528K - $552K
|
0
$0
|
|
|
Jul 07, 2022
Q2 2022
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-5.05K- 3.99% |
$529K - $553K
|
122K
$13M
|
|
|
Jul 12, 2022
Q2 2022
|
Minot Wealth Management LLC
|
SELL
|
- |
-5.08KClosed |
$532K - $556K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-5.09K- 3.66% |
$533K - $557K
|
134K
$14.3M
|
|
|
Aug 01, 2022
Q2 2022
|
Smith, Salley & Associates
|
SELL
|
- |
-5.09K- 37.59% |
$533K - $558K
|
8.46K
$901K
|
|
|
Jul 11, 2022
Q2 2022
|
Newton One Investments LLC
|
SELL
|
- |
-5.15KClosed |
$540K - $564K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-5.15K- 17.6% |
$540K - $564K
|
24.1K
$2.57M
|
|
|
Jul 12, 2022
Q2 2022
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-5.16K- 19.05% |
$541K - $566K
|
22K
$2.34M
|
|
|
Aug 04, 2022
Q2 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-5.34K- 4.37% |
$559K - $584K
|
117K
$12.4M
|
|
|
Nov 14, 2022
Q2 2022
|
Brown Advisory Inc
|
SELL
|
- |
-5.42K- 39.25% |
$567K - $593K
|
8.39K
$893K
|
|
|
Aug 08, 2022
Q2 2022
|
Keybank National Association
|
SELL
|
- |
-5.42K- 14.17% |
$568K - $594K
|
32.8K
$3.5M
|
|
|
Jul 14, 2022
Q2 2022
|
Wiser Wealth Management, Inc
|
SELL
|
- |
-5.43K- 53.26% |
$568K - $594K
|
4.76K
$507K
|
|
|
Jul 28, 2022
Q2 2022
|
Wealth Advisors Of Iowa, LLC
|
SELL
|
- |
-5.43K- 35.37% |
$568K - $594K
|
9.92K
$1.06M
|
|
|
Jul 11, 2022
Q2 2022
|
Gradient Investments LLC
|
SELL
|
- |
-5.54K- 35.8% |
$580K - $606K
|
9.93K
$1.06M
|
|
|
Jul 21, 2022
Q2 2022
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-5.62K- 37.07% |
$589K - $616K
|
9.54K
$1.02M
|
|
|
Aug 12, 2022
Q2 2022
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-5.65K- 68.16% |
$591K - $618K
|
2.64K
$281K
|
|
|
Aug 15, 2022
Q2 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-5.7K- 4.4% |
$597K - $624K
|
124K
$13.2M
|
|
|
Jul 27, 2022
Q2 2022
|
Kanawha Capital Management LLC
|
SELL
|
- |
-5.71K- 25.41% |
$598K - $625K
|
16.8K
$1.79M
|
|
|
Jul 26, 2022
Q2 2022
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-5.86K- 5.31% |
$614K - $642K
|
104K
$11.1M
|
|
|
Aug 04, 2022
Q2 2022
|
Curbstone Financial Management Corp
|
SELL
|
- |
-5.9K- 5.66% |
$618K - $646K
|
98.3K
$10.5M
|
|
|
Jul 28, 2022
Q2 2022
|
Slow Capital, Inc.
|
SELL
|
- |
-5.97K- 8.9% |
$626K - $654K
|
61.1K
$6.51M
|
|
|
Aug 02, 2022
Q2 2022
|
Uma Financial Services, Inc.
|
SELL
|
- |
-5.98K- 32.48% |
$626K - $655K
|
12.4K
$1.32M
|
|
|
Aug 08, 2022
Q2 2022
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-6K- 64.97% |
$628K - $657K
|
3.24K
$345K
|
|
|
Aug 02, 2022
Q2 2022
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-6.06K- 52.13% |
$634K - $663K
|
5.56K
$592K
|
|
|
Aug 10, 2022
Q2 2022
|
Cypress Capital Management LLC
Greenville, DE |
SELL
|
- |
-6.1K- 21.04% |
$639K - $668K
|
22.9K
$2.44M
|
|
|
Jul 18, 2022
Q2 2022
|
Veracity Capital LLC
|
SELL
|
- |
-6.12K- 51.37% |
$640K - $670K
|
5.79K
$617K
|
|
|
Jul 28, 2022
Q2 2022
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-6.27K- 15.64% |
$657K - $687K
|
33.9K
$3.61M
|
|
|
Jul 19, 2022
Q2 2022
|
Atlas Private Wealth Management
|
SELL
|
- |
-6.28KClosed |
$658K - $688K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-6.35K- 39.29% |
$665K - $695K
|
9.81K
$1.04M
|
|
|
Aug 08, 2022
Q2 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-6.45K- 31.84% |
$675K - $706K
|
13.8K
$1.47M
|
|
|
Aug 12, 2022
Q2 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-6.45K- 21.2% |
$675K - $706K
|
24K
$2.55M
|
|
|
Aug 12, 2022
Q2 2022
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-6.54K- 2.37% |
$685K - $717K
|
270K
$28.8M
|
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-6.6K- 35.39% |
$691K - $722K
|
12K
$1.28M
|
|
|
Aug 03, 2022
Q2 2022
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-6.67K- 62.87% |
$699K - $731K
|
3.94K
$420K
|
|
|
Aug 15, 2022
Q2 2022
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-6.72K- 76.34% |
$704K - $736K
|
2.08K
$222K
|
|
|
Aug 15, 2022
Q2 2022
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-6.79K- 4.46% |
$711K - $744K
|
146K
$15.5M
|
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-6.9K- 9.18% |
$722K - $755K
|
68.2K
$7.26M
|
|
|
Jul 25, 2022
Q2 2022
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-6.94K- 22.4% |
$727K - $760K
|
24K
$2.56M
|