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 13, 2022
Q1 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-876- 28.93% |
$95.8K - $102K
|
2.15K
$230K
|
|
|
May 16, 2022
Q1 2022
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
SELL
|
- |
-877- 1.81% |
$95.9K - $102K
|
47.5K
$5.06M
|
|
|
May 02, 2022
Q1 2022
|
Slow Capital, Inc.
|
SELL
|
- |
-878- 1.29% |
$96K - $102K
|
67.1K
$7.16M
|
|
|
May 11, 2022
Q1 2022
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-879- 18.92% |
$96.1K - $102K
|
3.77K
$402K
|
|
|
May 09, 2022
Q1 2022
|
Estate Counselors, LLC
|
SELL
|
- |
-885- 1.59% |
$96.8K - $103K
|
54.8K
$5.84M
|
|
|
Apr 05, 2022
Q1 2022
|
Trust CO Of Vermont
|
SELL
|
- |
-892Closed |
$97.5K - $104K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Patten Group, Inc.
|
SELL
|
- |
-912- 6.59% |
$99.7K - $106K
|
12.9K
$1.38M
|
|
|
Apr 25, 2022
Q1 2022
|
Flc Capital Advisors
|
SELL
|
- |
-938- 17.49% |
$103K - $109K
|
4.42K
$472K
|
|
|
Apr 14, 2022
Q1 2022
|
Gofen & Glossberg LLC
|
SELL
|
- |
-946- 32.29% |
$103K - $110K
|
1.98K
$212K
|
|
|
May 13, 2022
Q1 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-963- 7.2% |
$105K - $112K
|
12.4K
$1.32M
|
|
|
May 04, 2022
Q1 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-978- 2.81% |
$107K - $114K
|
33.9K
$3.61M
|
|
|
Nov 07, 2023
Q1 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-978- 23.92% |
$107K - $114K
|
3.11K
$332K
|
|
|
Apr 12, 2022
Q1 2022
|
Avondale Wealth Management
|
SELL
|
- |
-1K- 25.0% |
$109K - $116K
|
3K
$320K
|
|
|
May 04, 2022
Q1 2022
|
Summit Place Financial Advisors, LLC
|
SELL
|
- |
-1K- 4.14% |
$109K - $116K
|
23.2K
$2.47M
|
|
|
May 04, 2022
Q1 2022
|
Mc Broom & Associates, LLC
|
SELL
|
- |
-1.01K- 7.33% |
$110K - $117K
|
12.7K
$1.36M
|
|
|
Apr 28, 2022
Q1 2022
|
Spearhead Capital Advisors, LLC
Wellington, FL |
SELL
|
- |
-1.02K- 8.5% |
$111K - $118K
|
11K
$1.17M
|
|
|
Apr 29, 2022
Q1 2022
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-1.02KClosed |
$112K - $119K
|
0
$0
|
|
|
Apr 12, 2022
Q1 2022
|
Rda Financial Network
|
SELL
|
- |
-1.05K- 23.5% |
$114K - $122K
|
3.41K
$363K
|
|
|
Apr 26, 2022
Q1 2022
|
Kanawha Capital Management LLC
|
SELL
|
- |
-1.05K- 4.45% |
$114K - $122K
|
22.5K
$2.4M
|
|
|
May 16, 2022
Q1 2022
|
Erickson Financial Group, LLC
Allentown, PA |
SELL
|
- |
-1.07K- 13.1% |
$116K - $124K
|
7.06K
$754K
|
|
|
May 11, 2022
Q1 2022
|
Nvwm, LLC
|
SELL
|
- |
-1.07KClosed |
$117K - $124K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-1.08K- 33.7% |
$118K - $125K
|
2.12K
$226K
|
|
|
Apr 13, 2022
Q1 2022
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-1.1K- 33.36% |
$120K - $128K
|
2.2K
$234K
|
|
|
Apr 26, 2022
Q1 2022
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-1.11K- 34.15% |
$121K - $128K
|
2.13K
$228K
|
|
|
Apr 25, 2022
Q1 2022
|
Life Planning Partners, Inc
|
SELL
|
- |
-1.11K- 5.38% |
$122K - $129K
|
19.6K
$2.09M
|
|
|
May 03, 2022
Q1 2022
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-1.12K- 31.02% |
$123K - $131K
|
2.5K
$267K
|
|
|
Jun 17, 2024
Q1 2022
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-1.17K- 16.65% |
$128K - $136K
|
5.87K
$626K
|
|
|
Apr 29, 2022
Q1 2022
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-1.19K- 11.58% |
$130K - $138K
|
9.05K
$966K
|
|
|
May 17, 2022
Q1 2022
|
Consultiva Wealth Management, Corp.
San Juan, PR |
SELL
|
- |
-1.24KClosed |
$136K - $144K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-1.25K- 4.85% |
$137K - $145K
|
24.6K
$2.62M
|
|
|
Apr 19, 2022
Q1 2022
|
Apeiron Ria LLC
|
SELL
|
- |
-1.26K- 7.49% |
$138K - $146K
|
15.5K
$1.66M
|
|
|
Apr 28, 2022
Q1 2022
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-1.27K- 10.71% |
$139K - $148K
|
10.6K
$1.13M
|
|
|
May 09, 2022
Q1 2022
|
Duncker Streett & CO Inc
|
SELL
|
- |
-1.28K- 7.62% |
$139K - $148K
|
15.5K
$1.65M
|
|
|
May 06, 2022
Q1 2022
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-1.3K- 11.42% |
$142K - $150K
|
10K
$1.07M
|
|
|
Apr 26, 2022
Q1 2022
|
Altus Wealth Management, LLC
|
SELL
|
- |
-1.3K- 7.28% |
$142K - $151K
|
16.6K
$1.77M
|
|
|
Apr 26, 2022
Q1 2022
|
Center For Asset Management LLC
|
SELL
|
- |
-1.31K- 40.08% |
$143K - $152K
|
1.95K
$208K
|
|
|
May 11, 2022
Q1 2022
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-1.31K- 25.22% |
$143K - $152K
|
3.88K
$414K
|
|
|
Apr 22, 2022
Q1 2022
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-1.34K- 6.66% |
$147K - $156K
|
18.8K
$2.01M
|
|
|
May 10, 2022
Q1 2022
|
Wealth Advisors Of Iowa, LLC
|
SELL
|
- |
-1.35K- 8.07% |
$147K - $156K
|
15.3K
$1.64M
|
|
|
Apr 22, 2022
Q1 2022
|
James Investment Research Inc
|
SELL
|
- |
-1.35K- 3.69% |
$148K - $157K
|
35.2K
$3.76M
|
|
|
May 16, 2022
Q1 2022
|
Consilio Wealth Advisors, LLC
|
SELL
|
- |
-1.36K- 7.88% |
$149K - $158K
|
15.9K
$1.69M
|
|
|
Apr 20, 2022
Q1 2022
|
Concord Wealth Partners
|
SELL
|
- |
-1.37K- 4.87% |
$149K - $159K
|
26.7K
$2.85M
|
|
|
May 11, 2022
Q1 2022
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-1.41K- 13.19% |
$154K - $164K
|
9.3K
$992K
|
|
|
May 10, 2022
Q1 2022
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-1.44K- 12.14% |
$158K - $168K
|
10.5K
$1.12M
|
|
|
Apr 26, 2022
Q1 2022
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-1.45K- 12.56% |
$158K - $168K
|
10.1K
$1.08M
|
|
|
May 12, 2022
Q1 2022
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-1.5K- 10.01% |
$164K - $174K
|
13.5K
$1.44M
|
|
|
May 05, 2022
Q1 2022
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-1.5K- 9.02% |
$164K - $175K
|
15.2K
$1.62M
|
|
|
Apr 26, 2022
Q1 2022
|
Emerald Advisors, LLC
|
SELL
|
- |
-1.52K- 26.76% |
$166K - $176K
|
4.15K
$443K
|
|
|
Aug 12, 2022
Q1 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.56K- 12.91% |
$171K - $181K
|
10.5K
$1.12M
|
|
|
May 23, 2022
Q1 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.59K- 1.25% |
$174K - $185K
|
126K
$13.4M
|