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 07, 2022
Q2 2022
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-7.02KClosed |
$735K - $768K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-7.08K- 21.55% |
$741K - $775K
|
25.8K
$2.73M
|
|
Aug 10, 2022
Q2 2022
|
Monograph Wealth Advisors, LLC
|
SELL
|
- |
-7.08KClosed |
$741K - $775K
|
0
$0
|
|
Aug 24, 2022
Q2 2022
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-7.2K- 49.98% |
$754K - $788K
|
7.21K
$765K
|
|
Sep 11, 2024
Q2 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-7.28K- 61.59% |
$762K - $797K
|
4.54K
$482K
|
|
Aug 15, 2022
Q2 2022
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-7.35K- 35.61% |
$770K - $805K
|
13.3K
$1.41M
|
|
Jul 29, 2022
Q2 2022
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-7.39K- 13.72% |
$774K - $809K
|
46.4K
$4.93M
|
|
Aug 12, 2022
Q2 2022
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-7.4K- 5.28% |
$775K - $810K
|
133K
$14.1M
|
|
Jul 14, 2022
Q2 2022
|
ETF Portfolio Partners, Inc.
|
SELL
|
- |
-7.46KClosed |
$781K - $817K
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Advisory Alpha, LLC
|
SELL
|
- |
-7.72K- 35.88% |
$808K - $845K
|
13.8K
$1.46M
|
|
Aug 15, 2022
Q2 2022
|
Caprin Asset Management LLC
Henrico, VA |
SELL
|
- |
-7.76K- 4.12% |
$812K - $850K
|
181K
$19.2M
|
|
Jul 14, 2022
Q2 2022
|
Smart Money Group LLC
|
SELL
|
- |
-7.8K- 43.34% |
$817K - $854K
|
10.2K
$1.08M
|
|
Aug 08, 2022
Q2 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-7.8K- 50.66% |
$817K - $854K
|
7.6K
$806K
|
|
Aug 15, 2022
Q2 2022
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-7.85K- 15.35% |
$822K - $860K
|
43.3K
$4.59M
|
|
Aug 08, 2022
Q2 2022
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-7.93K- 27.76% |
$831K - $868K
|
20.6K
$2.19M
|
|
Aug 08, 2022
Q2 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-8.21K- 6.85% |
$859K - $899K
|
112K
$11.8M
|
|
Aug 05, 2022
Q2 2022
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-8.32K- 41.82% |
$871K - $911K
|
11.6K
$1.23M
|
|
Aug 02, 2022
Q2 2022
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-8.41KClosed |
$880K - $921K
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
Calton & Associates, Inc.
|
SELL
|
- |
-8.42K- 61.68% |
$882K - $922K
|
5.23K
$555K
|
|
Aug 10, 2022
Q2 2022
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-8.52K- 98.39% |
$892K - $933K
|
139
$14.8K
|
|
Aug 02, 2022
Q2 2022
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-8.71K- 69.07% |
$912K - $954K
|
3.9K
$414K
|
|
Aug 08, 2022
Q2 2022
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-8.76K- 47.49% |
$917K - $959K
|
9.69K
$1.03M
|
|
Aug 05, 2022
Q2 2022
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-8.82K- 40.12% |
$924K - $966K
|
13.2K
$1.4M
|
|
Aug 10, 2022
Q2 2022
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-8.84K- 44.2% |
$926K - $968K
|
11.2K
$1.18M
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-8.86K- 53.79% |
$928K - $970K
|
7.61K
$808K
|
|
Aug 10, 2022
Q2 2022
|
Spearhead Capital Advisors, LLC
Wellington, FL |
SELL
|
- |
-8.94K- 81.59% |
$936K - $979K
|
2.02K
$214K
|
|
Jul 14, 2022
Q2 2022
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-8.98K- 56.84% |
$940K - $983K
|
6.82K
$723K
|
|
Aug 03, 2022
Q2 2022
|
Sonata Capital Group Inc
|
SELL
|
- |
-9K- 24.21% |
$942K - $985K
|
28.2K
$2.99M
|
|
Jul 26, 2022
Q2 2022
|
Regis Management CO LLC
|
SELL
|
- |
-9K- 28.48% |
$942K - $985K
|
22.6K
$2.4M
|
|
Jul 15, 2022
Q2 2022
|
Mc Adam, LLC
|
SELL
|
- |
-9.19K- 14.77% |
$962K - $1.01M
|
53K
$5.63M
|
|
Aug 24, 2022
Q2 2022
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-9.58K- 19.21% |
$1M - $1.05M
|
40.3K
$4.27M
|
|
Aug 04, 2022
Q2 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-9.68K- 3.37% |
$1.01M - $1.06M
|
278K
$29.5M
|
|
Aug 03, 2022
Q2 2022
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-9.78KClosed |
$1.02M - $1.07M
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Aft, Forsyth & Sober, LLC
|
SELL
|
- |
-9.9K- 83.02% |
$1.04M - $1.08M
|
2.03K
$215K
|
|
Aug 15, 2022
Q2 2022
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-9.96KClosed |
$1.04M - $1.09M
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Berkshire Bank
|
SELL
|
- |
-10.2KClosed |
$1.07M - $1.12M
|
0
$0
|
|
Jul 14, 2022
Q2 2022
|
Compass Advisory Group LLC
|
SELL
|
- |
-10.3KClosed |
$1.08M - $1.13M
|
0
$0
|
|
Aug 01, 2022
Q2 2022
|
Valmark Advisers, Inc.
|
SELL
|
- |
-10.3K- 25.03% |
$1.08M - $1.13M
|
31K
$3.29M
|
|
Aug 04, 2022
Q2 2022
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-10.4K- 27.28% |
$1.09M - $1.14M
|
27.6K
$2.93M
|
|
Aug 11, 2022
Q2 2022
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-10.5K- 36.65% |
$1.1M - $1.15M
|
18.2K
$1.93M
|
|
Aug 11, 2022
Q2 2022
|
Bivin & Associates, Inc.
Ponca City, OK |
SELL
|
- |
-10.6K- 35.2% |
$1.11M - $1.16M
|
19.4K
$2.06M
|
|
Aug 08, 2022
Q2 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-10.6K- 20.15% |
$1.12M - $1.17M
|
42.2K
$4.48M
|
|
Jul 12, 2022
Q2 2022
|
Arden Trust CO
|
SELL
|
- |
-10.8K- 26.14% |
$1.13M - $1.18M
|
30.5K
$3.24M
|
|
Aug 11, 2022
Q2 2022
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-10.8K- 25.62% |
$1.13M - $1.18M
|
31.3K
$3.33M
|
|
Aug 15, 2022
Q2 2022
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-10.9K- 21.69% |
$1.14M - $1.19M
|
39.2K
$4.16M
|
|
Aug 08, 2022
Q2 2022
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-11.1K- 7.92% |
$1.17M - $1.22M
|
130K
$13.8M
|
|
Jul 18, 2022
Q2 2022
|
Collective Family Office LLC
|
SELL
|
- |
-11.1KClosed |
$1.17M - $1.22M
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Savant Capital, LLC
|
SELL
|
- |
-11.2K- 38.47% |
$1.17M - $1.23M
|
17.9K
$1.9M
|
|
Aug 05, 2022
Q2 2022
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-11.3K- 59.91% |
$1.18M - $1.24M
|
7.56K
$802K
|
|
Jul 26, 2022
Q2 2022
|
Helen Stephens Group, LLC
|
SELL
|
- |
-11.3K- 18.86% |
$1.19M - $1.24M
|
48.7K
$5.17M
|