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 |
---|---|---|---|---|---|---|---|
Mar 23, 2023
Q2 2022
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
3.59K+ 3.17% |
$375K - $393K
|
117K
$12.4M
|
|
Aug 03, 2022
Q2 2022
|
Stephens Inc
|
BUY
|
- |
3.57K+ 5.3% |
$374K - $391K
|
70.9K
$7.55M
|
|
Aug 05, 2022
Q2 2022
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
3.57KNew |
$374K - $391K
|
3.57K
$380K
|
|
Jul 19, 2022
Q2 2022
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
3.52K+ 3.53% |
$368K - $385K
|
103K
$11M
|
|
Aug 04, 2022
Q2 2022
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
3.51KNew |
$367K - $384K
|
3.51K
$374K
|
|
Jul 22, 2022
Q2 2022
|
First Hawaiian Bank
|
BUY
|
- |
3.49K+ 19.53% |
$365K - $382K
|
21.3K
$2.27M
|
|
Aug 09, 2022
Q2 2022
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
3.48KNew |
$364K - $381K
|
3.48K
$371K
|
|
Aug 12, 2022
Q2 2022
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
3.46K+ 66.03% |
$362K - $379K
|
8.7K
$927K
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
3.46K+ 12.26% |
$362K - $379K
|
31.7K
$3.37M
|
|
Aug 04, 2022
Q2 2022
|
9258 Wealth Management, LLC
|
BUY
|
- |
3.45KNew |
$361K - $377K
|
3.45K
$367K
|
|
Aug 15, 2022
Q2 2022
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
3.41K+ 118.65% |
$357K - $373K
|
6.28K
$669K
|
|
Aug 15, 2022
Q2 2022
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
3.41K+ 1.59% |
$357K - $373K
|
218K
$23.2M
|
|
Jul 25, 2022
Q2 2022
|
Smith Anglin Financial, LLC
|
BUY
|
- |
3.39K+ 92.65% |
$355K - $371K
|
7.05K
$751K
|
|
Aug 15, 2022
Q2 2022
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
3.37KNew |
$353K - $369K
|
3.37K
$359K
|
|
Jul 27, 2022
Q2 2022
|
Columbus Macro, LLC
|
BUY
|
- |
3.21K+ 37.76% |
$336K - $351K
|
11.7K
$1.25M
|
|
Jul 20, 2022
Q2 2022
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
3.15K+ 57.17% |
$329K - $344K
|
8.65K
$921K
|
|
Aug 12, 2022
Q2 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
3.14K+ 74.79% |
$328K - $343K
|
7.33K
$781K
|
|
Jul 13, 2022
Q2 2022
|
Stokes Capital Advisors, LLC
|
BUY
|
- |
3.13K+ 20.31% |
$327K - $342K
|
18.5K
$1.97M
|
|
Jul 18, 2022
Q2 2022
|
Caerus Investment Advisors, LLC
|
BUY
|
- |
3.12KNew |
$326K - $341K
|
3.12K
$332K
|
|
Aug 11, 2022
Q2 2022
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.12K+ 22.79% |
$326K - $341K
|
16.8K
$1.79M
|
|
Aug 11, 2022
Q2 2022
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
BUY
|
- |
3.08KNew |
$323K - $338K
|
3.08K
$328K
|
|
Aug 12, 2022
Q2 2022
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
3.06K+ 27.13% |
$321K - $335K
|
14.4K
$1.53M
|
|
Aug 02, 2022
Q2 2022
|
Chatham Capital Group, Inc.
|
BUY
|
- |
3.05K+ 29.12% |
$319K - $334K
|
13.5K
$1.44M
|
|
Aug 09, 2022
Q2 2022
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
2.99K+ 126.93% |
$313K - $327K
|
5.34K
$569K
|
|
Sep 06, 2024
Q2 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
2.97K+ 41.28% |
$311K - $325K
|
10.2K
$1.08M
|
|
Aug 11, 2022
Q2 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
2.91K+ 40.01% |
$304K - $318K
|
10.2K
$1.08M
|
|
Jul 08, 2022
Q2 2022
|
Apella Capital, LLC
|
BUY
|
- |
2.89K+ 2.71% |
$302K - $316K
|
109K
$11.7M
|
|
Aug 04, 2022
Q2 2022
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
2.88KNew |
$302K - $315K
|
2.88K
$307K
|
|
Aug 01, 2022
Q2 2022
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
2.8KNew |
$293K - $307K
|
2.8K
$298K
|
|
Aug 11, 2022
Q2 2022
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
2.79K+ 9.14% |
$293K - $306K
|
33.3K
$3.55M
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2.77K+ 289.46% |
$290K - $304K
|
3.73K
$398K
|
|
Jul 21, 2022
Q2 2022
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
2.77KNew |
$290K - $304K
|
2.77K
$295K
|
|
Aug 12, 2022
Q2 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
2.72K+ 34.05% |
$285K - $298K
|
10.7K
$1.14M
|
|
Jul 27, 2022
Q2 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.7K+ 44.36% |
$282K - $295K
|
8.77K
$934K
|
|
Jul 25, 2022
Q2 2022
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
2.67K+ 3.42% |
$279K - $292K
|
80.6K
$8.58M
|
|
Jul 21, 2022
Q2 2022
|
Cra Financial Services, LLC
|
BUY
|
- |
2.61K+ 63.41% |
$274K - $286K
|
6.73K
$717K
|
|
Jul 26, 2022
Q2 2022
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
2.54K+ 36.57% |
$266K - $278K
|
9.49K
$1.01M
|
|
Aug 15, 2022
Q2 2022
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
2.5K+ 59.45% |
$262K - $274K
|
6.71K
$714K
|
|
Aug 15, 2022
Q2 2022
|
Cahill Wealth Management, LLC
Portage, MI |
BUY
|
- |
2.45KNew |
$256K - $268K
|
2.45K
$261K
|
|
Aug 03, 2022
Q2 2022
|
Ferguson Shapiro LLC
|
BUY
|
- |
2.36K+ 25.46% |
$247K - $259K
|
11.6K
$1.24M
|
|
Jul 18, 2022
Q2 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
2.36K+ 20.05% |
$247K - $259K
|
14.1K
$1.51M
|
|
Aug 10, 2022
Q2 2022
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
2.34KNew |
$245K - $257K
|
2.34K
$250K
|
|
Aug 15, 2022
Q2 2022
|
Family Management Corp
New York, NY |
BUY
|
- |
2.34KNew |
$245K - $256K
|
2.34K
$249K
|
|
Aug 02, 2022
Q2 2022
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
2.33KNew |
$244K - $255K
|
2.33K
$248K
|
|
Jul 25, 2022
Q2 2022
|
Beacon Financial Advisory LLC
|
BUY
|
- |
2.32K+ 48.77% |
$243K - $254K
|
7.08K
$754K
|
|
Jul 26, 2022
Q2 2022
|
Tri Star Advisors Inc.
|
BUY
|
- |
2.31KNew |
$242K - $253K
|
2.31K
$246K
|
|
Aug 15, 2022
Q2 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
2.3KNew |
$241K - $252K
|
2.3K
$245K
|
|
Aug 15, 2022
Q2 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.28K+ 14.0% |
$239K - $250K
|
18.6K
$1.98M
|
|
Aug 11, 2022
Q2 2022
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
2.28KNew |
$239K - $250K
|
2.28K
$243K
|
|
Aug 11, 2022
Q2 2022
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
2.24KNew |
$235K - $246K
|
2.24K
$239K
|