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
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-22.9K- 48.48% |
$2.4M - $2.51M
|
24.3K
$2.58M
|
|
|
Jul 15, 2022
Q2 2022
|
Pds Planning, Inc
|
SELL
|
- |
-23.2K- 28.77% |
$2.43M - $2.54M
|
57.5K
$6.11M
|
|
|
Aug 09, 2022
Q2 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-23.3K- 9.31% |
$2.44M - $2.55M
|
227K
$24.1M
|
|
|
Jul 14, 2022
Q2 2022
|
West Financial Advisors, LLC
|
SELL
|
- |
-23.5K- 8.6% |
$2.46M - $2.57M
|
249K
$26.5M
|
|
|
Jul 21, 2022
Q2 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-24K- 57.54% |
$2.52M - $2.63M
|
17.7K
$1.88M
|
|
|
Aug 11, 2022
Q2 2022
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-24.2K- 21.72% |
$2.53M - $2.65M
|
87.1K
$9.25M
|
|
|
Oct 18, 2024
Q2 2022
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-24.3K- 39.36% |
$2.55M - $2.66M
|
37.5K
$3.98M
|
|
|
Aug 12, 2022
Q2 2022
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-25.7K- 18.02% |
$2.69M - $2.81M
|
117K
$12.4M
|
|
|
Aug 02, 2022
Q2 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-26.4K- 21.04% |
$2.77M - $2.89M
|
99.1K
$10.5M
|
|
|
Jul 13, 2022
Q2 2022
|
Evanson Asset Management, LLC
|
SELL
|
- |
-26.5K- 76.08% |
$2.78M - $2.9M
|
8.33K
$884K
|
|
|
Nov 14, 2022
Q2 2022
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-27.1KClosed |
$2.84M - $2.96M
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Allworth Financial LP
|
SELL
|
- |
-27.1K- 10.91% |
$2.84M - $2.97M
|
222K
$23.5M
|
|
|
Aug 02, 2022
Q2 2022
|
E Rn Financial, LLC
|
SELL
|
- |
-29.1K- 93.32% |
$3.05M - $3.18M
|
2.08K
$221K
|
|
|
Aug 11, 2022
Q2 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-29.1K- 51.08% |
$3.05M - $3.19M
|
27.9K
$2.96M
|
|
|
Jul 22, 2022
Q2 2022
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-29.4K- 53.94% |
$3.07M - $3.21M
|
25.1K
$2.66M
|
|
|
Aug 09, 2022
Q2 2022
|
Legacy Financial Strategies, LLC
Leawood, KS |
SELL
|
- |
-29.9K- 84.45% |
$3.14M - $3.28M
|
5.52K
$585K
|
|
|
Aug 15, 2022
Q2 2022
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-30KClosed |
$3.14M - $3.28M
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-30.1KClosed |
$3.15M - $3.29M
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Sns Financial Group, LLC
|
SELL
|
- |
-32.2K- 19.77% |
$3.37M - $3.53M
|
131K
$13.9M
|
|
|
Jul 15, 2022
Q2 2022
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-33.6K- 91.52% |
$3.52M - $3.68M
|
3.12K
$331K
|
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-34.1K- 25.75% |
$3.58M - $3.74M
|
98.5K
$10.5M
|
|
|
Aug 02, 2022
Q2 2022
|
Comerica Bank
|
SELL
|
- |
-35.8K- 23.15% |
$3.75M - $3.92M
|
119K
$12.6M
|
|
|
Aug 12, 2022
Q2 2022
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-35.9K- 71.09% |
$3.76M - $3.93M
|
14.6K
$1.55M
|
|
|
Jul 25, 2022
Q2 2022
|
Proffitt & Goodson Inc
|
SELL
|
- |
-36.1KClosed |
$3.78M - $3.96M
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-37K- 39.64% |
$3.88M - $4.05M
|
56.3K
$5.98M
|
|
|
Aug 09, 2022
Q2 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
SELL
|
- |
-37.6K- 18.87% |
$3.94M - $4.12M
|
162K
$17.2M
|
|
|
Jul 27, 2022
Q2 2022
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-37.8K- 42.86% |
$3.96M - $4.14M
|
50.4K
$5.35M
|
|
|
Aug 12, 2022
Q2 2022
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-39.1KClosed |
$4.09M - $4.28M
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Rinkey Investments
San Diego, CA |
SELL
|
- |
-39.5K- 49.64% |
$4.14M - $4.33M
|
40.1K
$4.26M
|
|
|
Aug 23, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-41.5K- 7.15% |
$4.35M - $4.54M
|
539K
$57.2M
|
|
|
Jun 17, 2024
Q2 2022
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-42.9K- 90.15% |
$4.49M - $4.7M
|
4.69K
$497K
|
|
|
Jul 15, 2022
Q2 2022
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-45K- 9.79% |
$4.72M - $4.93M
|
415K
$44M
|
|
|
Aug 15, 2022
Q2 2022
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
SELL
|
- |
-47.2K- 99.5% |
$4.95M - $5.17M
|
235
$24.9K
|
|
|
Jul 29, 2022
Q2 2022
|
Newport Capital Group, LLC
|
SELL
|
- |
-47.2KClosed |
$4.95M - $5.17M
|
0
$0
|
|
|
Jul 08, 2022
Q2 2022
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-48.8K- 93.32% |
$5.12M - $5.35M
|
3.5K
$371K
|
|
|
Aug 03, 2022
Q2 2022
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-49.8K- 9.75% |
$5.22M - $5.45M
|
461K
$48.9M
|
|
|
Jul 13, 2022
Q2 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-50.2K- 24.12% |
$5.26M - $5.5M
|
158K
$16.8M
|
|
|
Jul 20, 2022
Q2 2022
|
Lutz Financial Services LLC
|
SELL
|
- |
-51.8K- 50.68% |
$5.42M - $5.67M
|
50.4K
$5.35M
|
|
|
Aug 01, 2022
Q2 2022
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-52.4KClosed |
$5.49M - $5.74M
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Wealthfront Advisers LLC
|
SELL
|
- |
-52.6K- 36.1% |
$5.5M - $5.75M
|
93K
$9.87M
|
|
|
Aug 03, 2022
Q2 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-54.2K- 9.62% |
$5.68M - $5.94M
|
509K
$54M
|
|
|
Aug 15, 2022
Q2 2022
|
1607 Capital Partners, LLC
Richmond, VA |
SELL
|
- |
-54.6K- 64.49% |
$5.72M - $5.98M
|
30.1K
$3.19M
|
|
|
Jul 26, 2022
Q2 2022
|
Strategic Equity Management
|
SELL
|
- |
-55.2KClosed |
$5.78M - $6.04M
|
0
$0
|
|
|
Jul 06, 2022
Q2 2022
|
Impac Tfolio, LLC
|
SELL
|
- |
-55.7K- 95.75% |
$5.84M - $6.1M
|
2.47K
$263K
|
|
|
Aug 02, 2022
Q2 2022
|
Hudock, Inc.
|
SELL
|
- |
-56K- 59.39% |
$5.87M - $6.14M
|
38.3K
$4.07M
|
|
|
Jul 29, 2022
Q2 2022
|
Single Point Partners, LLC
|
SELL
|
- |
-56.8K- 40.29% |
$5.95M - $6.22M
|
84.2K
$8.93M
|
|
|
Aug 11, 2022
Q2 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-58.5K- 60.49% |
$6.13M - $6.41M
|
38.2K
$4.06M
|
|
|
Jul 22, 2022
Q2 2022
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-59.2K- 89.07% |
$6.2M - $6.49M
|
7.27K
$771K
|
|
|
Aug 15, 2022
Q2 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-63KClosed |
$6.6M - $6.9M
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-64.3K- 93.25% |
$6.73M - $7.04M
|
4.65K
$494K
|