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 25, 2022
Q1 2022
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-457- 7.68% |
$50K - $53.1K
|
5.5K
$591K
|
|
Apr 25, 2022
Q1 2022
|
Orcam Financial Group
Encinitas, CA |
SELL
|
- |
-457- 15.17% |
$50K - $53.1K
|
2.56K
$275K
|
|
May 06, 2022
Q1 2022
|
Jacobi Capital Management LLC
|
SELL
|
- |
-462- 2.91% |
$50.5K - $53.7K
|
15.4K
$1.66M
|
|
Apr 12, 2022
Q1 2022
|
Boston Standard Wealth Management, LLC
|
SELL
|
- |
-471- 0.43% |
$51.5K - $54.7K
|
110K
$11.8M
|
|
May 16, 2022
Q1 2022
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-480Closed |
$52.5K - $55.8K
|
0
$0
|
|
Apr 12, 2022
Q1 2022
|
First American Trust, Fsb
|
SELL
|
- |
-481- 3.92% |
$52.6K - $55.9K
|
11.8K
$1.27M
|
|
Apr 27, 2022
Q1 2022
|
Key F Inancial Inc
|
SELL
|
- |
-500- 7.0% |
$54.7K - $58.1K
|
6.65K
$715K
|
|
May 12, 2022
Q1 2022
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-500Closed |
$54.7K - $58.1K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-504- 5.32% |
$55.1K - $58.6K
|
8.96K
$964K
|
|
May 04, 2022
Q1 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-513- 4.79% |
$56.1K - $59.6K
|
10.2K
$1.1M
|
|
May 13, 2022
Q1 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-513- 0.74% |
$56.1K - $59.6K
|
68.7K
$7.39M
|
|
Apr 11, 2022
Q1 2022
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-519- 7.69% |
$56.7K - $60.3K
|
6.23K
$671K
|
|
Apr 22, 2022
Q1 2022
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-536- 13.95% |
$58.6K - $62.3K
|
3.31K
$356K
|
|
May 02, 2022
Q1 2022
|
Spinnaker Trust
|
SELL
|
- |
-550- 3.22% |
$60.1K - $63.9K
|
16.5K
$1.78M
|
|
Apr 29, 2022
Q1 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-561- 43.42% |
$61.3K - $65.2K
|
731
$78.7K
|
|
May 16, 2022
Q1 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-601- 5.08% |
$65.7K - $69.8K
|
11.2K
$1.21M
|
|
May 12, 2022
Q1 2022
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-605- 8.0% |
$66.1K - $70.3K
|
6.96K
$749K
|
|
Apr 19, 2022
Q1 2022
|
Paragon Capital Management LTD
|
SELL
|
- |
-619- 3.83% |
$67.7K - $71.9K
|
15.5K
$1.67M
|
|
May 25, 2022
Q1 2022
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-621- 15.82% |
$67.9K - $72.1K
|
3.3K
$356K
|
|
May 13, 2022
Q1 2022
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-643- 4.18% |
$70.3K - $74.7K
|
14.8K
$1.59M
|
|
Apr 20, 2022
Q1 2022
|
West Coast Financial LLC
|
SELL
|
- |
-648- 8.6% |
$70.8K - $75.3K
|
6.89K
$741K
|
|
May 03, 2022
Q1 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-655- 7.36% |
$71.6K - $76.1K
|
8.24K
$887K
|
|
May 11, 2022
Q1 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-673- 45.91% |
$73.6K - $78.2K
|
793
$85.3K
|
|
May 05, 2022
Q1 2022
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-675- 7.75% |
$73.8K - $78.4K
|
8.03K
$864K
|
|
Apr 14, 2022
Q1 2022
|
Cutler Group LP
|
SELL
|
- |
-700- 87.5% |
$76.5K - $81.3K
|
100
$10.8K
|
|
Apr 22, 2022
Q1 2022
|
Danda Trouve Investment Management, Inc.
|
SELL
|
- |
-704Closed |
$77K - $81.8K
|
0
$0
|
|
Apr 19, 2022
Q1 2022
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-706- 1.13% |
$77.2K - $82K
|
61.9K
$6.66M
|
|
May 05, 2022
Q1 2022
|
Savant Capital, LLC
|
SELL
|
- |
-710- 2.38% |
$77.6K - $82.5K
|
29.1K
$3.13M
|
|
May 11, 2022
Q1 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-710- 8.15% |
$77.6K - $82.5K
|
8K
$860K
|
|
Apr 27, 2022
Q1 2022
|
American Financial Advisors, LLC
|
SELL
|
- |
-723- 6.92% |
$79K - $84K
|
9.72K
$1.05M
|
|
May 05, 2022
Q1 2022
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-725- 19.91% |
$79.3K - $84.2K
|
2.92K
$314K
|
|
May 16, 2022
Q1 2022
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-725- 3.5% |
$79.3K - $84.2K
|
20K
$2.15M
|
|
Sep 21, 2023
Q1 2022
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-725- 3.5% |
$79.3K - $84.2K
|
20K
$2.15M
|
|
Apr 08, 2022
Q1 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-729- 15.27% |
$79.7K - $84.7K
|
4.05K
$435K
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-733Closed |
$80.1K - $85.2K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-735- 11.77% |
$80.4K - $85.4K
|
5.51K
$593K
|
|
Apr 22, 2022
Q1 2022
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-750- 11.38% |
$82K - $87.1K
|
5.84K
$628K
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-750Closed |
$82K - $87.1K
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-763- 26.47% |
$83.4K - $88.6K
|
2.12K
$228K
|
|
Apr 26, 2022
Q1 2022
|
Shore Point Advisors, LLC
|
SELL
|
- |
-764Closed |
$83.5K - $88.8K
|
0
$0
|
|
Apr 13, 2022
Q1 2022
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-775- 5.68% |
$84.7K - $90K
|
12.9K
$1.38M
|
|
May 06, 2022
Q1 2022
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-784- 3.44% |
$85.7K - $91.1K
|
22K
$2.37M
|
|
Apr 22, 2022
Q1 2022
|
Smart Money Group LLC
|
SELL
|
- |
-789- 4.2% |
$86.3K - $91.7K
|
18K
$1.94M
|
|
May 12, 2022
Q1 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-814- 3.35% |
$89K - $94.6K
|
23.5K
$2.53M
|
|
May 02, 2022
Q1 2022
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-819- 5.64% |
$89.5K - $95.2K
|
13.7K
$1.48M
|
|
May 16, 2022
Q1 2022
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-837- 28.82% |
$91.5K - $97.2K
|
2.07K
$222K
|
|
Apr 25, 2022
Q1 2022
|
Country Trust Bank
|
SELL
|
- |
-870- 1.97% |
$95.1K - $101K
|
43.2K
$4.65M
|
|
May 05, 2022
Q1 2022
|
Pinnacle Associates LTD
|
SELL
|
- |
-875- 4.48% |
$95.7K - $102K
|
18.7K
$2.01M
|
|
May 13, 2022
Q1 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-876- 28.93% |
$95.8K - $102K
|
2.15K
$232K
|
|
May 16, 2022
Q1 2022
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
SELL
|
- |
-877- 1.81% |
$95.9K - $102K
|
47.5K
$5.11M
|