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 |
|---|---|---|---|---|---|---|---|
|
Apr 19, 2022
Q1 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-27- 64.29% |
$2.95K - $3.14K
|
15
$1.63K
|
|
|
May 11, 2022
Q1 2022
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-30- 25.64% |
$3.28K - $3.49K
|
87
$9.43K
|
|
|
May 09, 2022
Q1 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-33Closed |
$3.61K - $3.83K
|
0
$0
|
|
|
Apr 18, 2022
Q1 2022
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-36- 0.95% |
$3.94K - $4.18K
|
3.76K
$408K
|
|
|
Apr 27, 2022
Q1 2022
|
Wealthpoint, LLC
|
SELL
|
- |
-39- 0.69% |
$4.26K - $4.53K
|
5.64K
$611K
|
|
|
May 05, 2022
Q1 2022
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-45- 0.49% |
$4.92K - $5.23K
|
9.15K
$992K
|
|
|
Jul 28, 2022
Q1 2022
|
Sanford Advisory Services, LLC
|
SELL
|
- |
-51- 0.99% |
$5.58K - $5.93K
|
5.09K
$552K
|
|
|
Dec 15, 2022
Q1 2022
|
Hofer & Associates. Inc
Thousand Oaks, CA |
SELL
|
- |
-54- 2.68% |
$5.9K - $6.27K
|
1.96K
$213K
|
|
|
Apr 14, 2022
Q1 2022
|
Edge Wealth Management LLC
|
SELL
|
- |
-55Closed |
$6.01K - $6.39K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Amj Financial Wealth Management
Leesburg, VA |
SELL
|
- |
-57- 0.47% |
$6.23K - $6.62K
|
12K
$1.3M
|
|
|
May 04, 2022
Q1 2022
|
Absolute Capital Management, LLC
|
SELL
|
- |
-58Closed |
$6.34K - $6.74K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-67- 5.2% |
$7.33K - $7.78K
|
1.22K
$132K
|
|
|
May 10, 2022
Q1 2022
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-70- 1.26% |
$7.65K - $8.13K
|
5.5K
$596K
|
|
|
May 16, 2022
Q1 2022
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-70- 1.64% |
$7.65K - $8.13K
|
4.21K
$456K
|
|
|
Apr 20, 2022
Q1 2022
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-71- 2.01% |
$7.76K - $8.25K
|
3.45K
$374K
|
|
|
May 16, 2022
Q1 2022
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-75- 1.75% |
$8.2K - $8.71K
|
4.21K
$457K
|
|
|
Apr 22, 2022
Q1 2022
|
Bogart Wealth, LLC
|
SELL
|
- |
-76- 25.68% |
$8.31K - $8.83K
|
220
$23.8K
|
|
|
May 16, 2022
Q1 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-76- 2.56% |
$8.31K - $8.83K
|
2.89K
$313K
|
|
|
May 18, 2022
Q1 2022
|
Sensible Financial Planning & Management, Llc.
|
SELL
|
- |
-80- 3.7% |
$8.75K - $9.29K
|
2.09K
$226K
|
|
|
May 11, 2022
Q1 2022
|
Dean Investment Associates, LLC
Beavercreek, OH |
SELL
|
- |
-82- 0.41% |
$8.97K - $9.53K
|
20.1K
$2.17M
|
|
|
Apr 14, 2022
Q1 2022
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-85- 3.19% |
$9.29K - $9.88K
|
2.58K
$279K
|
|
|
Apr 26, 2022
Q1 2022
|
Baldrige Asset Management LLC
|
SELL
|
- |
-87- 6.54% |
$9.51K - $10.1K
|
1.24K
$135K
|
|
|
May 16, 2022
Q1 2022
|
Lgl Partners, LLC
West Conshohocken, PA |
SELL
|
- |
-87- 1.25% |
$9.51K - $10.1K
|
6.86K
$743K
|
|
|
May 06, 2022
Q1 2022
|
Retirement Group, LLC
|
SELL
|
- |
-94Closed |
$10.3K - $10.9K
|
0
$0
|
|
|
Apr 13, 2022
Q1 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-95- 2.22% |
$10.4K - $11K
|
4.19K
$454K
|
|
|
May 20, 2022
Q1 2022
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-100Closed |
$10.9K - $11.6K
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Krs Capital Management, LLC
|
SELL
|
- |
-100Closed |
$10.9K - $11.6K
|
0
$0
|
|
|
Apr 22, 2022
Q1 2022
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-100- 2.77% |
$10.9K - $11.6K
|
3.51K
$381K
|
|
|
May 16, 2022
Q1 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-100Closed |
$10.9K - $11.6K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-102- 4.45% |
$11.2K - $11.9K
|
2.19K
$238K
|
|
|
Apr 26, 2022
Q1 2022
|
Good Life Advisors, LLC
|
SELL
|
- |
-105- 3.97% |
$11.5K - $12.2K
|
2.54K
$275K
|
|
|
Apr 21, 2022
Q1 2022
|
Trust CO Of Virginia
|
SELL
|
- |
-105- 2.21% |
$11.5K - $12.2K
|
4.65K
$504K
|
|
|
Apr 27, 2022
Q1 2022
|
Orin Green Financial, LLC
|
SELL
|
- |
-112- 1.05% |
$12.2K - $13K
|
10.6K
$1.14M
|
|
|
May 13, 2022
Q1 2022
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-112- 0.21% |
$12.2K - $13K
|
54.3K
$5.88M
|
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-113- 0.62% |
$12.4K - $13.1K
|
18.2K
$1.98M
|
|
|
May 16, 2022
Q1 2022
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-115- 0.86% |
$12.6K - $13.4K
|
13.2K
$1.43M
|
|
|
Apr 13, 2022
Q1 2022
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-116- 1.36% |
$12.7K - $13.5K
|
8.43K
$913K
|
|
|
Apr 22, 2022
Q1 2022
|
Wipfli Financial Advisors Llc,
|
SELL
|
- |
-119- 5.18% |
$13K - $13.8K
|
2.18K
$236K
|
|
|
Jun 13, 2022
Q1 2022
|
Rovin Capital
|
SELL
|
- |
-119- 5.23% |
$13K - $13.8K
|
2.16K
$234K
|
|
|
May 09, 2022
Q1 2022
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-122- 2.2% |
$13.3K - $14.2K
|
5.43K
$588K
|
|
|
May 02, 2022
Q1 2022
|
Patriot Investment Management Inc.
|
SELL
|
- |
-135- 0.19% |
$14.8K - $15.7K
|
71.1K
$7.7M
|
|
|
Apr 20, 2022
Q1 2022
|
Boltwood Capital Management
|
SELL
|
- |
-150- 2.46% |
$16.4K - $17.4K
|
5.95K
$645K
|
|
|
May 11, 2022
Q1 2022
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-154- 17.32% |
$16.8K - $17.9K
|
735
$79.6K
|
|
|
May 06, 2022
Q1 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-157- 22.56% |
$17.2K - $18.2K
|
539
$58.4K
|
|
|
May 04, 2022
Q1 2022
|
Bank Ozk
|
SELL
|
- |
-163- 7.6% |
$17.8K - $18.9K
|
1.98K
$215K
|
|
|
Jul 20, 2023
Q1 2022
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-175- 2.64% |
$19.1K - $20.3K
|
6.45K
$699K
|
|
|
Apr 14, 2022
Q1 2022
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-176- 1.34% |
$19.2K - $20.4K
|
12.9K
$1.4M
|
|
|
Apr 19, 2024
Q1 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-177- 5.03% |
$19.4K - $20.6K
|
3.34K
$362K
|
|
|
Apr 20, 2022
Q1 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-178- 9.96% |
$19.5K - $20.7K
|
1.61K
$174K
|
|
|
Apr 18, 2022
Q1 2022
|
Innova Wealth Partners
|
SELL
|
- |
-184- 1.15% |
$20.1K - $21.4K
|
15.9K
$1.72M
|