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 16, 2022
Q1 2022
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-185Closed |
$20.2K - $21.5K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-190- 5.65% |
$20.8K - $22.1K
|
3.17K
$342K
|
|
|
May 26, 2022
Q1 2022
|
Gradient Investments LLC
|
SELL
|
- |
-194- 1.24% |
$21.2K - $22.5K
|
15.5K
$1.66M
|
|
|
May 10, 2022
Q1 2022
|
Evoke Wealth, LLC
|
SELL
|
- |
-198- 56.09% |
$21.6K - $23K
|
155
$16.7K
|
|
|
May 09, 2022
Q1 2022
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-200- 11.76% |
$21.9K - $23.2K
|
1.5K
$161K
|
|
|
May 12, 2022
Q1 2022
|
Antonetti Capital Management LLC
|
SELL
|
- |
-200- 3.87% |
$21.9K - $23.2K
|
4.96K
$534K
|
|
|
May 25, 2022
Q1 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-200- 44.94% |
$21.9K - $23.2K
|
245
$26.4K
|
|
|
Apr 14, 2022
Q1 2022
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-204- 4.26% |
$22.3K - $23.7K
|
4.59K
$494K
|
|
|
Apr 08, 2022
Q1 2022
|
First National Bank Of South Miami
|
SELL
|
- |
-206- 0.76% |
$22.5K - $23.9K
|
26.9K
$2.89M
|
|
|
May 16, 2022
Q1 2022
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-210- 2.94% |
$23K - $24.4K
|
6.94K
$747K
|
|
|
Apr 28, 2022
Q1 2022
|
Evensky & Katz LLC
|
SELL
|
- |
-211- 45.28% |
$23.1K - $24.5K
|
255
$27.4K
|
|
|
May 02, 2022
Q1 2022
|
Sheets Smith Wealth Management
|
SELL
|
- |
-218- 0.1% |
$23.8K - $25.3K
|
224K
$24.1M
|
|
|
Jun 27, 2023
Q1 2022
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-219- 8.15% |
$23.9K - $25.4K
|
2.47K
$266K
|
|
|
May 13, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-220- 30.56% |
$24.1K - $25.6K
|
500
$53.8K
|
|
|
May 16, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-235- 47.0% |
$25.7K - $27.3K
|
265
$28.5K
|
|
|
Apr 22, 2022
Q1 2022
|
Sonata Capital Group Inc
|
SELL
|
- |
-237- 0.63% |
$25.9K - $27.5K
|
37.1K
$4M
|
|
|
Apr 13, 2022
Q1 2022
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-247- 3.63% |
$27K - $28.7K
|
6.56K
$706K
|
|
|
Apr 20, 2022
Q1 2022
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-250- 4.5% |
$27.3K - $29K
|
5.3K
$570K
|
|
|
May 05, 2022
Q1 2022
|
Aft, Forsyth & Sober, LLC
|
SELL
|
- |
-250- 2.05% |
$27.3K - $29K
|
11.9K
$1.28M
|
|
|
May 12, 2022
Q1 2022
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-285- 1.53% |
$31.2K - $33.1K
|
18.3K
$1.97M
|
|
|
Apr 26, 2022
Q1 2022
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-286- 12.76% |
$31.3K - $33.2K
|
1.96K
$210K
|
|
|
May 12, 2022
Q1 2022
|
Treynor Bancshares, Inc.
|
SELL
|
- |
-286- 2.95% |
$31.3K - $33.2K
|
9.4K
$1.01M
|
|
|
Apr 14, 2022
Q1 2022
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-288- 6.11% |
$31.5K - $33.5K
|
4.43K
$477K
|
|
|
May 04, 2022
Q1 2022
|
S.C. Financial Services, Inc.
|
SELL
|
- |
-291- 4.13% |
$31.8K - $33.8K
|
6.75K
$727K
|
|
|
May 09, 2022
Q1 2022
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-292Closed |
$31.9K - $33.9K
|
0
$0
|
|
|
Apr 13, 2022
Q1 2022
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-293- 1.12% |
$32K - $34K
|
25.9K
$2.79M
|
|
|
Apr 06, 2022
Q1 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-298- 6.64% |
$32.6K - $34.6K
|
4.19K
$451K
|
|
|
Apr 12, 2022
Q1 2022
|
Anderson Hoagland & CO
|
SELL
|
- |
-299- 5.94% |
$32.7K - $34.7K
|
4.74K
$509K
|
|
|
May 03, 2022
Q1 2022
|
Venture Visionary Partners LLC
|
SELL
|
- |
-299- 4.56% |
$32.7K - $34.7K
|
6.26K
$673K
|
|
|
Apr 22, 2022
Q1 2022
|
Harvey Capital Management Inc
|
SELL
|
- |
-300- 5.45% |
$32.8K - $34.9K
|
5.2K
$560K
|
|
|
Apr 28, 2022
Q1 2022
|
Godsey & Gibb Associates
|
SELL
|
- |
-310Closed |
$33.9K - $36K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-311Closed |
$34K - $36.1K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Twele Capital Management, Inc.
|
SELL
|
- |
-311- 1.37% |
$34K - $36.1K
|
22.4K
$2.41M
|
|
|
Apr 14, 2022
Q1 2022
|
Independence Bank Of Kentucky
|
SELL
|
- |
-347- 10.27% |
$37.9K - $40.3K
|
3.03K
$326K
|
|
|
May 16, 2022
Q1 2022
|
Concorde Financial Corp
Dallas, TX |
SELL
|
- |
-353Closed |
$38.6K - $41K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Wunderlich Capital Managemnt
Memphis, TN |
SELL
|
- |
-365- 1.11% |
$39.9K - $42.4K
|
32.4K
$3.49M
|
|
|
Apr 28, 2022
Q1 2022
|
Round Rock Advisors, LLC
|
SELL
|
- |
-366- 5.25% |
$40K - $42.5K
|
6.6K
$710K
|
|
|
May 13, 2022
Q1 2022
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-373- 12.82% |
$40.8K - $43.3K
|
2.54K
$273K
|
|
|
Apr 29, 2022
Q1 2022
|
Stone Point Wealth LLC
|
SELL
|
- |
-377- 5.47% |
$41.2K - $43.8K
|
6.51K
$700K
|
|
|
Apr 13, 2022
Q1 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-382Closed |
$41.8K - $44.4K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Efficient Advisors, LLC
|
SELL
|
- |
-392- 2.67% |
$42.9K - $45.5K
|
14.3K
$1.54M
|
|
|
May 03, 2022
Q1 2022
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-396- 16.22% |
$43.3K - $46K
|
2.05K
$220K
|
|
|
May 03, 2022
Q1 2022
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-397- 2.34% |
$43.4K - $46.1K
|
16.5K
$1.78M
|
|
|
Apr 01, 2022
Q1 2022
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
SELL
|
- |
-402- 1.47% |
$44K - $46.7K
|
26.9K
$2.9M
|
|
|
May 24, 2022
Q1 2022
|
Roffman Miller Associates Inc
Philadelphia, PA |
SELL
|
- |
-403- 4.0% |
$44.1K - $46.8K
|
9.68K
$1.04M
|
|
|
Apr 04, 2022
Q1 2022
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-415- 24.97% |
$45.4K - $48.2K
|
1.25K
$134K
|
|
|
Apr 11, 2022
Q1 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-431- 6.62% |
$47.1K - $50.1K
|
6.08K
$654K
|
|
|
Apr 07, 2022
Q1 2022
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-440- 1.73% |
$48.1K - $51.1K
|
25K
$2.69M
|
|
|
May 13, 2022
Q1 2022
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-448- 4.72% |
$49K - $52K
|
9.04K
$973K
|
|
|
Apr 29, 2022
Q1 2022
|
Reik & Co., LLC
|
SELL
|
- |
-450- 3.52% |
$49.2K - $52.3K
|
12.3K
$1.33M
|