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 10, 2022
Q1 2022
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
193+ 4.29% |
$21.1K - $22.4K
|
4.69K
$505K
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
192+ 29.31% |
$21K - $22.3K
|
847
$91.1K
|
|
|
May 04, 2022
Q1 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
190New |
$20.8K - $22.1K
|
190
$20.4K
|
|
|
May 12, 2022
Q1 2022
|
F3 Logic, LLC
|
BUY
|
- |
182+ 8.56% |
$19.9K - $21.1K
|
2.31K
$248K
|
|
|
May 06, 2022
Q1 2022
|
Sunburst Financial Group, LLC
|
BUY
|
- |
181+ 7.98% |
$19.8K - $21K
|
2.45K
$264K
|
|
|
Apr 21, 2022
Q1 2022
|
Vaughan & CO Securities, Inc.
|
BUY
|
- |
179+ 4.51% |
$19.6K - $20.8K
|
4.15K
$446K
|
|
|
Apr 22, 2022
Q1 2022
|
Umb Bank, N.A.
|
BUY
|
- |
174+ 11.8% |
$19K - $20.2K
|
1.65K
$177K
|
|
|
Apr 13, 2022
Q1 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
171+ 1.91% |
$18.7K - $19.9K
|
9.14K
$983K
|
|
|
Jul 28, 2023
Q1 2022
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
151+ 0.27% |
$16.5K - $17.5K
|
56.3K
$6.06M
|
|
|
Apr 29, 2022
Q1 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
145+ 5.88% |
$15.9K - $16.8K
|
2.61K
$281K
|
|
|
Apr 12, 2022
Q1 2022
|
Dividend Assets Capital, LLC
|
BUY
|
- |
130+ 1.35% |
$14.2K - $15.1K
|
9.77K
$1.05M
|
|
|
May 12, 2022
Q1 2022
|
Bison Wealth, LLC
|
BUY
|
- |
128+ 11.78% |
$14K - $14.9K
|
1.22K
$131K
|
|
|
May 04, 2022
Q1 2022
|
Iag Wealth Partners, LLC
|
BUY
|
- |
126+ 8.17% |
$13.8K - $14.6K
|
1.67K
$179K
|
|
|
Apr 20, 2022
Q1 2022
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
125+ 0.7% |
$13.7K - $14.5K
|
18.1K
$1.95M
|
|
|
May 04, 2022
Q1 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
121+ 38.17% |
$13.2K - $14.1K
|
438
$47.1K
|
|
|
Apr 19, 2022
Q1 2022
|
Kwmg, LLC
|
BUY
|
- |
119+ 0.56% |
$13K - $13.8K
|
21.4K
$2.3M
|
|
|
May 16, 2022
Q1 2022
|
Siena Capital LLC
Cincinnati, OH |
BUY
|
- |
118New |
$12.9K - $13.7K
|
118
$12.7K
|
|
|
May 10, 2022
Q1 2022
|
3 D/L Capital Management, LLC
|
BUY
|
- |
116+ 1.76% |
$12.7K - $13.5K
|
6.72K
$723K
|
|
|
May 16, 2022
Q1 2022
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
110+ 4.51% |
$12K - $12.8K
|
2.55K
$274K
|
|
|
Apr 26, 2022
Q1 2022
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
110+ 1.54% |
$12K - $12.8K
|
7.24K
$779K
|
|
|
Apr 12, 2022
Q1 2022
|
First Affirmative Financial Network
|
BUY
|
- |
109+ 1.34% |
$11.9K - $12.7K
|
8.24K
$887K
|
|
|
Apr 27, 2022
Q1 2022
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
109+ 4.12% |
$11.9K - $12.7K
|
2.76K
$297K
|
|
|
May 13, 2022
Q1 2022
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
99+ 4.54% |
$10.8K - $11.5K
|
2.28K
$246K
|
|
|
Apr 29, 2022
Q1 2022
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
94+ 23.38% |
$10.3K - $10.9K
|
496
$53.4K
|
|
|
Apr 11, 2022
Q1 2022
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
88+ 2.8% |
$9.62K - $10.2K
|
3.23K
$347K
|
|
|
May 05, 2022
Q1 2022
|
Rgt Wealth Advisors, LLC
|
BUY
|
- |
84+ 0.83% |
$9.18K - $9.76K
|
10.2K
$1.1M
|
|
|
Apr 14, 2022
Q1 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
81+ 2.49% |
$8.86K - $9.41K
|
3.33K
$359K
|
|
|
May 20, 2022
Q1 2022
|
Simplicity Wealth,Llc
|
BUY
|
- |
81+ 1.93% |
$8.86K - $9.41K
|
4.28K
$460K
|
|
|
May 13, 2022
Q1 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
76New |
$8.31K - $8.83K
|
76
$8.18K
|
|
|
Apr 26, 2022
Q1 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
72+ 6.59% |
$7.87K - $8.36K
|
1.17K
$125K
|
|
|
May 10, 2022
Q1 2022
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
72+ 2.94% |
$7.87K - $8.36K
|
2.52K
$271K
|
|
|
Apr 25, 2022
Q1 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
71+ 1.04% |
$7.76K - $8.25K
|
6.9K
$742K
|
|
|
Jan 03, 2023
Q1 2022
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
63+ 0.82% |
$6.89K - $7.32K
|
7.79K
$838K
|
|
|
May 16, 2022
Q1 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
60+ 10.91% |
$6.56K - $6.97K
|
610
$65.6K
|
|
|
May 16, 2022
Q1 2022
|
Kovack Advisors, Inc.
|
BUY
|
- |
52+ 1.3% |
$5.69K - $6.04K
|
4.04K
$435K
|
|
|
Apr 25, 2022
Q1 2022
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
50New |
$5.47K - $5.81K
|
50
$5.38K
|
|
|
Apr 18, 2022
Q1 2022
|
Rede Wealth, LLC
|
BUY
|
- |
44+ 0.93% |
$4.81K - $5.11K
|
4.77K
$513K
|
|
|
Apr 25, 2022
Q1 2022
|
Emerson Wealth, LLC
|
BUY
|
- |
42+ 1.11% |
$4.59K - $4.88K
|
3.83K
$412K
|
|
|
May 10, 2022
Q1 2022
|
Rkl Wealth Management LLC
|
BUY
|
- |
39+ 1.19% |
$4.26K - $4.53K
|
3.31K
$356K
|
|
|
Jul 21, 2022
Q1 2022
|
Gould Capital, LLC
|
BUY
|
- |
36+ 9.7% |
$3.94K - $4.18K
|
407
$43.8K
|
|
|
Apr 22, 2022
Q1 2022
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
31+ 1.21% |
$3.39K - $3.6K
|
2.58K
$278K
|
|
|
May 10, 2022
Q1 2022
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
30+ 1.3% |
$3.28K - $3.49K
|
2.33K
$251K
|
|
|
Apr 21, 2022
Q1 2022
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
29+ 0.08% |
$3.17K - $3.37K
|
37.8K
$4.07M
|
|
|
May 13, 2022
Q1 2022
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
29+ 0.25% |
$3.17K - $3.37K
|
11.6K
$1.25M
|
|
|
May 05, 2022
Q1 2022
|
Gryphon Financial Partners LLC
|
BUY
|
- |
27+ 0.3% |
$2.95K - $3.14K
|
9.08K
$977K
|
|
|
May 06, 2022
Q1 2022
|
South State Corp
|
BUY
|
- |
27+ 10.04% |
$2.95K - $3.14K
|
296
$31.8K
|
|
|
Sep 11, 2024
Q1 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
27+ 0.23% |
$2.95K - $3.14K
|
11.8K
$1.27M
|
|
|
May 13, 2022
Q1 2022
|
Trinity Point Wealth, LLC
|
BUY
|
- |
26+ 0.23% |
$2.84K - $3.02K
|
11.4K
$1.23M
|
|
|
May 10, 2022
Q1 2022
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
25+ 0.7% |
$2.73K - $2.9K
|
3.59K
$386K
|
|
|
May 05, 2022
Q1 2022
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
23+ 0.66% |
$2.51K - $2.67K
|
3.51K
$378K
|