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 19, 2022
Q2 2022
|
Sym Financial Corp
|
BUY
|
- |
6.36K+ 127260.0% |
$666K - $697K
|
6.37K
$678K
|
|
|
Jul 19, 2022
Q2 2022
|
First American Trust, Fsb
|
BUY
|
- |
6.25K+ 53.11% |
$655K - $685K
|
18K
$1.92M
|
|
|
Jul 18, 2022
Q2 2022
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
6.24K+ 81.99% |
$654K - $684K
|
13.9K
$1.48M
|
|
|
Aug 15, 2022
Q2 2022
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
6.13K+ 14.41% |
$642K - $671K
|
48.6K
$5.18M
|
|
|
Jul 27, 2022
Q2 2022
|
Aries Wealth Management
|
BUY
|
- |
6.1KNew |
$639K - $668K
|
6.1K
$650K
|
|
|
Aug 15, 2022
Q2 2022
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
6.09K+ 16.7% |
$638K - $667K
|
42.5K
$4.53M
|
|
|
Aug 12, 2022
Q2 2022
|
First Interstate Bank
Billings, MT |
BUY
|
- |
6.07KNew |
$636K - $665K
|
6.07K
$647K
|
|
|
Jul 19, 2022
Q2 2022
|
Cardinal Point Wealth Management Partners, LLC
|
BUY
|
- |
6KNew |
$628K - $657K
|
6K
$639K
|
|
|
Jul 22, 2022
Q2 2022
|
Lincoln Capital Corp
|
BUY
|
- |
5.99KNew |
$627K - $656K
|
5.99K
$638K
|
|
|
Jul 28, 2022
Q2 2022
|
Whittier Trust CO
|
BUY
|
- |
5.99K+ 14.39% |
$627K - $656K
|
47.6K
$5.07M
|
|
|
Jul 27, 2022
Q2 2022
|
Detalus Advisors, LLC
|
BUY
|
- |
5.79K+ 204.34% |
$606K - $634K
|
8.63K
$919K
|
|
|
Jul 26, 2022
Q2 2022
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
5.77K+ 167.04% |
$604K - $632K
|
9.22K
$982K
|
|
|
Jul 27, 2022
Q2 2022
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
5.72KNew |
$599K - $627K
|
5.72K
$610K
|
|
|
Aug 02, 2022
Q2 2022
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
5.72K+ 69.66% |
$599K - $626K
|
13.9K
$1.48M
|
|
|
Aug 12, 2022
Q2 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
5.69K+ 52.03% |
$596K - $623K
|
16.6K
$1.77M
|
|
|
Jul 18, 2022
Q2 2022
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
5.64KNew |
$591K - $618K
|
5.64K
$601K
|
|
|
Jul 14, 2022
Q2 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
5.28K+ 22.44% |
$553K - $578K
|
28.8K
$3.07M
|
|
|
Sep 02, 2022
Q2 2022
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
5.27KNew |
$552K - $578K
|
5.27K
$562K
|
|
|
Jul 13, 2022
Q2 2022
|
Retirement Planning Group
|
BUY
|
- |
5.18K+ 20.03% |
$542K - $567K
|
31K
$3.31M
|
|
|
Jul 15, 2022
Q2 2022
|
Alhambra Investment Partners LLC
|
BUY
|
- |
5.18K+ 115.9% |
$542K - $567K
|
9.64K
$1.03M
|
|
|
Aug 08, 2022
Q2 2022
|
Jacobson & Schmitt Advisors, LLC
|
BUY
|
- |
5.15K+ 12.22% |
$539K - $564K
|
47.3K
$5.04M
|
|
|
Aug 03, 2022
Q2 2022
|
Tfc Financial Management
|
BUY
|
- |
5.12K+ 4234.71% |
$537K - $561K
|
5.25K
$559K
|
|
|
Aug 08, 2022
Q2 2022
|
Truepoint, Inc.
|
BUY
|
- |
5.08K+ 34.13% |
$532K - $556K
|
20K
$2.13M
|
|
|
Jul 29, 2022
Q2 2022
|
Wealth Architects, LLC
|
BUY
|
- |
5.06KNew |
$530K - $555K
|
5.06K
$540K
|
|
|
Aug 10, 2022
Q2 2022
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
5.05K+ 230.57% |
$529K - $553K
|
7.25K
$772K
|
|
|
Jul 19, 2022
Q2 2022
|
Stone House Investment Management, LLC
|
BUY
|
- |
4.97K+ 221.76% |
$521K - $545K
|
7.22K
$769K
|
|
|
Aug 12, 2022
Q2 2022
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
4.97K+ 7.63% |
$521K - $544K
|
70.1K
$7.47M
|
|
|
Jul 13, 2022
Q2 2022
|
Engrave Wealth Partners LLC
|
BUY
|
- |
4.94K+ 36.12% |
$517K - $541K
|
18.6K
$1.98M
|
|
|
Jul 29, 2022
Q2 2022
|
Albion Financial Group
|
BUY
|
- |
4.91K+ 56.31% |
$514K - $537K
|
13.6K
$1.45M
|
|
|
Jul 18, 2022
Q2 2022
|
Veery Capital, LLC
|
BUY
|
- |
4.8K+ 6.2% |
$503K - $526K
|
82.3K
$8.76M
|
|
|
Aug 02, 2022
Q2 2022
|
Bank Of The West
|
BUY
|
- |
4.65KNew |
$487K - $509K
|
4.65K
$495K
|
|
|
Aug 08, 2022
Q2 2022
|
Edge Capital Group, LLC
|
BUY
|
- |
4.56K+ 153.28% |
$478K - $499K
|
7.54K
$803K
|
|
|
Aug 05, 2022
Q2 2022
|
Stokes Family Office, LLC
|
BUY
|
- |
4.49K+ 15.02% |
$470K - $491K
|
34.4K
$3.66M
|
|
|
Aug 12, 2022
Q2 2022
|
United Bank
Vienna, VA |
BUY
|
- |
4.28KNew |
$448K - $469K
|
4.28K
$456K
|
|
|
Aug 12, 2022
Q2 2022
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
4.28KNew |
$448K - $468K
|
4.28K
$456K
|
|
|
Aug 31, 2022
Q2 2022
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
4.22KNew |
$442K - $462K
|
4.22K
$449K
|
|
|
Aug 01, 2022
Q2 2022
|
Hallmark Capital Management Inc
|
BUY
|
- |
4.21KNew |
$441K - $461K
|
4.21K
$449K
|
|
|
Aug 08, 2022
Q2 2022
|
Simon Quick Advisors, LLC
|
BUY
|
- |
4.21K+ 16184.62% |
$441K - $461K
|
4.23K
$451K
|
|
|
Jul 22, 2022
Q2 2022
|
Shufro Rose & CO LLC
|
BUY
|
- |
4.12KNew |
$432K - $451K
|
4.12K
$439K
|
|
|
Aug 11, 2022
Q2 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
4.07K+ 18.88% |
$426K - $446K
|
25.6K
$2.73M
|
|
|
Aug 12, 2022
Q2 2022
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
4.03KNew |
$422K - $442K
|
4.03K
$430K
|
|
|
Jul 29, 2022
Q2 2022
|
Sunburst Financial Group, LLC
|
BUY
|
- |
4.01K+ 163.58% |
$420K - $439K
|
6.46K
$688K
|
|
|
Aug 16, 2022
Q2 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
3.98K+ 29.24% |
$417K - $436K
|
17.6K
$1.87M
|
|
|
Jul 22, 2022
Q2 2022
|
Hbc Financial Services, Pllc
|
BUY
|
- |
3.94K+ 2.96% |
$413K - $432K
|
137K
$14.6M
|
|
|
Apr 06, 2023
Q2 2022
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
3.94KNew |
$412K - $431K
|
3.94K
$420K
|
|
|
Aug 15, 2022
Q2 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
3.9K+ 144.84% |
$408K - $427K
|
6.59K
$702K
|
|
|
Jul 15, 2022
Q2 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
3.87K+ 4.2% |
$405K - $424K
|
96.1K
$10.2M
|
|
|
Nov 10, 2022
Q2 2022
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
3.87KNew |
$405K - $423K
|
3.87K
$412K
|
|
|
Aug 03, 2022
Q2 2022
|
Financial Insights, Inc.
|
BUY
|
- |
3.69KNew |
$387K - $405K
|
3.69K
$394K
|
|
|
Aug 01, 2022
Q2 2022
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
3.63K+ 26.49% |
$380K - $398K
|
17.3K
$1.85M
|