Purchases and Sales Made in Q1 2022 in Ishares National Muni Bond ETF (MUB)
This table provides information about the institutional ownership of Ishares National Muni Bond ETF (MUB) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.03M+ 19.71% |
$222M - $235M
|
12.3M
$1.31B
|
|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.01M+ 2162.74% |
$110M - $117M
|
1.06M
$112M
|
|
|
May 13, 2022
Q1 2022
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
950KNew |
$104M - $110M
|
950K
$101M
|
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
844K+ 18.36% |
$92.3M - $98.1M
|
5.44M
$579M
|
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
784K+ 39.5% |
$85.7M - $91.1M
|
2.77M
$294M
|
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
704K+ 15.62% |
$77M - $81.8M
|
5.21M
$554M
|
|
|
May 16, 2022
Q1 2022
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
675KNew |
$73.8M - $78.4M
|
675K
$71.7M
|
|
|
Apr 19, 2022
Q1 2022
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
571K+ 715.39% |
$62.4M - $66.3M
|
651K
$69.2M
|
|
|
May 12, 2022
Q1 2022
|
Citigroup Inc
|
BUY
|
- |
524K+ 363.97% |
$57.3M - $60.9M
|
668K
$71M
|
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
399K+ 36.04% |
$43.6M - $46.3M
|
1.51M
$160M
|
|
|
May 10, 2022
Q1 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
342K+ 20.72% |
$37.4M - $39.8M
|
1.99M
$212M
|
|
|
May 11, 2022
Q1 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
325K+ 8.34% |
$35.5M - $37.7M
|
4.22M
$449M
|
|
|
May 16, 2022
Q1 2022
|
Sofi Wealth, LLC
|
BUY
|
- |
310KNew |
$33.9M - $36M
|
310K
$32.9M
|
|
|
May 05, 2022
Q1 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
309K+ 6.41% |
$33.8M - $35.9M
|
5.12M
$545M
|
|
|
May 04, 2022
Q1 2022
|
Adviser Investments LLC
|
BUY
|
- |
302K+ 506.06% |
$33M - $35M
|
361K
$38.4M
|
|
|
May 12, 2022
Q1 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
221K+ 97.77% |
$24.1M - $25.6M
|
446K
$47.4M
|
|
|
May 06, 2022
Q1 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
209KNew |
$22.9M - $24.3M
|
209K
$22.2M
|
|
|
May 09, 2022
Q1 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
204K+ 160.97% |
$22.3M - $23.7M
|
331K
$35.2M
|
|
|
Apr 26, 2022
Q1 2022
|
First Citizens Bank & Trust CO
|
BUY
|
- |
200K+ 279.07% |
$21.8M - $23.2M
|
271K
$28.8M
|
|
|
May 13, 2022
Q1 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
199K+ 27.54% |
$21.8M - $23.1M
|
923K
$98.1M
|
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
196K+ 14.18% |
$21.5M - $22.8M
|
1.58M
$168M
|
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
189K+ 11.35% |
$20.7M - $21.9M
|
1.85M
$197M
|
|
|
May 03, 2022
Q1 2022
|
Column Capital Advisors, LLC
|
BUY
|
- |
176K+ 954.11% |
$19.2M - $20.4M
|
194K
$20.6M
|
|
|
May 17, 2022
Q1 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
174K+ 69.63% |
$19.1M - $20.2M
|
425K
$45.1M
|
|
|
May 16, 2022
Q1 2022
|
Altium Wealth Management LLC
|
BUY
|
- |
169K+ 883.64% |
$18.5M - $19.6M
|
188K
$20M
|
|
|
Apr 27, 2022
Q1 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
168K+ 422.59% |
$18.4M - $19.6M
|
208K
$22.1M
|
|
|
May 31, 2022
Q1 2022
|
Esg Planning
Santa Clara, CA |
BUY
|
- |
166KNew |
$18.1M - $19.3M
|
166K
$17.6M
|
|
|
May 19, 2022
Q1 2022
|
Financial Guidance Group, Inc.
|
BUY
|
- |
165KNew |
$18.1M - $19.2M
|
165K
$17.6M
|
|
|
Apr 29, 2022
Q1 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
156K+ 38.66% |
$17.1M - $18.2M
|
561K
$59.6M
|
|
|
May 13, 2022
Q1 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
155K+ 149.7% |
$16.9M - $18M
|
258K
$27.4M
|
|
|
May 16, 2022
Q1 2022
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
155K+ 39.62% |
$16.9M - $17.9M
|
545K
$57.9M
|
|
|
Apr 25, 2022
Q1 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
152KNew |
$16.6M - $17.6M
|
152K
$16.1M
|
|
|
May 02, 2022
Q1 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
148K+ 155.16% |
$16.2M - $17.2M
|
244K
$25.9M
|
|
|
May 04, 2022
Q1 2022
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
148K+ 539.74% |
$16.2M - $17.2M
|
176K
$18.7M
|
|
|
May 13, 2022
Q1 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
148K+ 15.89% |
$16.1M - $17.1M
|
1.08M
$114M
|
|
|
Apr 19, 2022
Q1 2022
|
Manning & Napier Group, LLC
|
BUY
|
- |
145K+ 70.67% |
$15.8M - $16.8M
|
349K
$37.1M
|
|
|
May 12, 2022
Q1 2022
|
Sns Financial Group, LLC
|
BUY
|
- |
141K+ 641.15% |
$15.4M - $16.4M
|
163K
$17.3M
|
|
|
Apr 14, 2022
Q1 2022
|
Moller Financial Services
|
BUY
|
- |
138KNew |
$15.1M - $16M
|
138K
$14.7M
|
|
|
May 11, 2022
Q1 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
130K+ 36.09% |
$14.3M - $15.2M
|
492K
$52.3M
|
|
|
May 16, 2022
Q1 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
130KNew |
$14.2M - $15.1M
|
130K
$13.8M
|
|
|
May 13, 2022
Q1 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
129K+ 16.12% |
$14.1M - $14.9M
|
927K
$98.5M
|
|
|
May 16, 2022
Q1 2022
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
125KNew |
$13.7M - $14.5M
|
125K
$13.3M
|
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
124K+ 348.68% |
$13.6M - $14.4M
|
160K
$17M
|
|
|
May 11, 2022
Q1 2022
|
Coldstream Capital Management Inc
|
BUY
|
- |
116K+ 68.46% |
$12.7M - $13.5M
|
285K
$30.3M
|
|
|
May 13, 2022
Q1 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
116K+ 106.99% |
$12.6M - $13.4M
|
223K
$23.8M
|
|
|
May 02, 2022
Q1 2022
|
Thrive Wealth Management, LLC
|
BUY
|
- |
114K+ 1874.03% |
$12.4M - $13.2M
|
120K
$12.7M
|
|
|
May 12, 2022
Q1 2022
|
Facet Wealth, Inc.
|
BUY
|
- |
110K+ 29.97% |
$12M - $12.8M
|
476K
$50.6M
|
|
|
May 10, 2022
Q1 2022
|
Alley Investment Management Company, LLC
|
BUY
|
- |
110KNew |
$12M - $12.7M
|
110K
$11.6M
|
|
|
May 20, 2022
Q1 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
91.8K+ 148.55% |
$10M - $10.7M
|
154K
$16.3M
|
|
|
May 04, 2022
Q1 2022
|
Brio Consultants, LLC
|
BUY
|
- |
88.9K+ 580.93% |
$9.72M - $10.3M
|
104K
$11.1M
|