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
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
25+ 0.7% |
$2.73K - $2.9K
|
3.59K
$378K
|
|
|
May 05, 2022
Q1 2022
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
23+ 0.66% |
$2.51K - $2.67K
|
3.51K
$370K
|
|
|
Apr 20, 2022
Q1 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
21+ 1.32% |
$2.3K - $2.44K
|
1.62K
$170K
|
|
|
May 12, 2022
Q1 2022
|
Leeward Financial Partners, LLC
|
BUY
|
- |
21+ 0.18% |
$2.3K - $2.44K
|
11.5K
$1.21M
|
|
|
May 05, 2022
Q1 2022
|
Washington Trust CO
|
BUY
|
- |
18+ 0.81% |
$1.97K - $2.09K
|
2.25K
$237K
|
|
|
Apr 26, 2022
Q1 2022
|
Columbus Macro, LLC
|
BUY
|
- |
18+ 0.21% |
$1.97K - $2.09K
|
8.5K
$895K
|
|
|
Apr 28, 2022
Q1 2022
|
Wall Capital Group, Inc.
|
BUY
|
- |
14+ 0.28% |
$1.53K - $1.63K
|
4.96K
$522K
|
|
|
May 10, 2022
Q1 2022
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
14+ 0.18% |
$1.53K - $1.63K
|
7.65K
$806K
|
|
|
Apr 11, 2022
Q1 2022
|
Verity Wealth Advisors
|
BUY
|
- |
13+ 0.29% |
$1.42K - $1.51K
|
4.49K
$473K
|
|
|
Apr 29, 2022
Q1 2022
|
Accel Wealth Management
|
BUY
|
- |
10+ 0.3% |
$1.09K - $1.16K
|
3.35K
$353K
|
|
|
May 04, 2022
Q1 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
9+ 0.06% |
$984 - $1.05K
|
16.2K
$1.7M
|
|
|
Apr 11, 2022
Q1 2022
|
Evanson Asset Management, LLC
|
BUY
|
- |
8+ 0.02% |
$875 - $929
|
34.8K
$3.67M
|
|
|
May 13, 2022
Q1 2022
|
Silicon Valley Capital Partners
|
BUY
|
- |
7+ 0.29% |
$765 - $813
|
2.43K
$256K
|
|
|
May 06, 2022
Q1 2022
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
7+ 0.15% |
$765 - $813
|
4.73K
$499K
|
|
|
May 16, 2022
Q1 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
6+ 0.14% |
$656 - $697
|
4.33K
$456K
|
|
|
Apr 07, 2022
Q1 2022
|
Holland Advisory Services, Inc.
|
BUY
|
- |
5+ 0.26% |
$547 - $581
|
1.92K
$202K
|
|
|
Apr 22, 2022
Q1 2022
|
Sym Financial Corp
|
BUY
|
- |
5New |
$547 - $581
|
5
$527
|
|
|
Mar 12, 2024
Q1 2022
|
Executive Wealth Group LLC
Kirkland, WA |
BUY
|
- |
5+ 0.06% |
$547 - $581
|
8.51K
$896K
|
|
|
Apr 21, 2022
Q1 2022
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
4+ 0.12% |
$437 - $465
|
3.22K
$339K
|
|
|
May 09, 2022
Q1 2022
|
Investments & Financial Planning, LLC
Lexington, KY |
BUY
|
- |
3+ 0.06% |
$328 - $349
|
5.21K
$549K
|
|
|
May 13, 2022
Q1 2022
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
3+ 0.15% |
$328 - $349
|
2.04K
$215K
|
|
|
May 27, 2022
Q1 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
3+ 75.0% |
$328 - $349
|
7
$737
|
|
|
May 05, 2022
Q1 2022
|
Dgs Capital Management, LLC
|
BUY
|
- |
2+ 0.1% |
$219 - $232
|
2.09K
$220K
|
|
|
Apr 22, 2022
Q1 2022
|
Rise Advisors, LLC
|
BUY
|
- |
2+ 0.28% |
$219 - $232
|
711
$74.9K
|
|
|
May 12, 2022
Q1 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
2+ 0.27% |
$219 - $232
|
742
$78.2K
|
|
|
Apr 25, 2022
Q1 2022
|
Clean Yield Group
|
BUY
|
- |
1+ 0.05% |
$109 - $116
|
2.17K
$228K
|
|
|
May 06, 2022
Q1 2022
|
D.B. Root & Company, LLC
|
BUY
|
- |
1+ 0.05% |
$109 - $116
|
2.14K
$226K
|
|
|
Apr 28, 2022
Q1 2022
|
Element Wealth, LLC
|
BUY
|
- |
1+ 0.22% |
$109 - $116
|
449
$47.3K
|
|
|
Apr 20, 2022
Q1 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
1New |
$109 - $116
|
1
$105
|
|
|
May 13, 2022
Q1 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
1+ 0.03% |
$109 - $116
|
3.4K
$358K
|
|
|
May 10, 2022
Q1 2022
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
1+ 0.03% |
$109 - $116
|
2.87K
$302K
|
|
|
May 02, 2022
Q1 2022
|
Wakefield Asset Management Lllp
Englewood, CO |
SELL
|
- |
-1- 0.02% |
$109 - $116
|
4.13K
$435K
|
|
|
Apr 29, 2022
Q1 2022
|
Hills Bank & Trust CO
|
SELL
|
- |
-2- 0.15% |
$219 - $232
|
1.37K
$145K
|
|
|
May 05, 2022
Q1 2022
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-3- 0.02% |
$328 - $349
|
12.6K
$1.33M
|
|
|
Apr 20, 2022
Q1 2022
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-5- 1.45% |
$547 - $581
|
340
$35.8K
|
|
|
Apr 14, 2022
Q1 2022
|
Tpg Financial Advisors, LLC
|
SELL
|
- |
-7- 0.17% |
$765 - $813
|
4.22K
$444K
|
|
|
Apr 29, 2022
Q1 2022
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-7- 1.75% |
$765 - $813
|
393
$41.4K
|
|
|
May 13, 2022
Q1 2022
|
Parisi Gray Wealth Management
|
SELL
|
- |
-8- 0.43% |
$875 - $929
|
1.87K
$197K
|
|
|
Apr 20, 2022
Q1 2022
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-10- 0.3% |
$1.09K - $1.16K
|
3.28K
$345K
|
|
|
May 02, 2022
Q1 2022
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-11- 0.12% |
$1.2K - $1.28K
|
9.5K
$1M
|
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-12- 0.05% |
$1.31K - $1.39K
|
22.2K
$2.34M
|
|
|
Apr 20, 2022
Q1 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-13Closed |
$1.42K - $1.51K
|
0
$0
|
|
|
Apr 12, 2022
Q1 2022
|
ETF Portfolio Partners, Inc.
|
SELL
|
- |
-14- 0.19% |
$1.53K - $1.63K
|
7.46K
$786K
|
|
|
May 02, 2022
Q1 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-14- 8.75% |
$1.53K - $1.63K
|
146
$15.4K
|
|
|
May 03, 2022
Q1 2022
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-17- 0.42% |
$1.86K - $1.98K
|
4.04K
$426K
|
|
|
May 13, 2022
Q1 2022
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-18- 0.71% |
$1.97K - $2.09K
|
2.5K
$263K
|
|
|
Apr 14, 2022
Q1 2022
|
First Command Bank
|
SELL
|
- |
-20Closed |
$2.19K - $2.32K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
First Command Financial Services, Inc.
|
SELL
|
- |
-20Closed |
$2.19K - $2.32K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
National Bank Of Canada
|
SELL
|
- |
-20- 4.42% |
$2.19K - $2.32K
|
432
$45.5K
|
|
|
Apr 13, 2022
Q1 2022
|
Johnson Midwest Financial, LLC
|
SELL
|
- |
-22- 2.99% |
$2.41K - $2.56K
|
714
$75.2K
|