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 02, 2022
Q1 2022
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.73K- 27.2% |
$189K - $201K
|
4.62K
$497K
|
|
Jan 19, 2024
Q1 2022
|
Cedrus LLC
Littleton, CO |
SELL
|
- |
-1.73K- 45.54% |
$189K - $201K
|
2.06K
$222K
|
|
Apr 20, 2022
Q1 2022
|
Monarch Capital Management Inc
|
SELL
|
- |
-1.73KClosed |
$189K - $201K
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-1.73K- 21.87% |
$189K - $201K
|
6.18K
$665K
|
|
Apr 18, 2022
Q1 2022
|
Hollencrest Capital Management
|
SELL
|
- |
-1.76K- 8.47% |
$192K - $204K
|
19K
$2.05M
|
|
May 12, 2022
Q1 2022
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-1.76K- 31.46% |
$193K - $205K
|
3.84K
$413K
|
|
May 13, 2022
Q1 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-1.77KClosed |
$193K - $205K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
SELL
|
- |
-1.77KClosed |
$193K - $205K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Brown Advisory Inc
|
SELL
|
- |
-1.78KClosed |
$195K - $207K
|
0
$0
|
|
Apr 19, 2022
Q1 2022
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-1.79KClosed |
$196K - $208K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-1.81KClosed |
$197K - $210K
|
0
$0
|
|
Apr 06, 2022
Q1 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-1.84K- 49.69% |
$201K - $214K
|
1.86K
$200K
|
|
Apr 29, 2022
Q1 2022
|
Latitude Advisors, LLC
|
SELL
|
- |
-1.84K- 36.46% |
$201K - $214K
|
3.21K
$345K
|
|
Apr 18, 2022
Q1 2022
|
First Citizens Financial Corp
|
SELL
|
- |
-1.87KClosed |
$205K - $217K
|
0
$0
|
|
May 17, 2022
Q1 2022
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.89K- 10.4% |
$207K - $220K
|
16.3K
$1.75M
|
|
May 12, 2022
Q1 2022
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-1.9KClosed |
$208K - $221K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-1.92K- 5.11% |
$209K - $223K
|
35.6K
$3.83M
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
SELL
|
- |
-1.93K- 3.92% |
$211K - $224K
|
47.2K
$5.08M
|
|
May 11, 2022
Q1 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.93K- 1.07% |
$211K - $224K
|
179K
$19.3M
|
|
May 16, 2022
Q1 2022
|
Personal Capital Advisors Corp
|
SELL
|
- |
-1.96K- 33.06% |
$214K - $227K
|
3.96K
$426K
|
|
May 13, 2022
Q1 2022
|
Caerus Investment Advisors, LLC
|
SELL
|
- |
-1.97KClosed |
$215K - $229K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-1.99K- 60.95% |
$218K - $231K
|
1.28K
$137K
|
|
Apr 29, 2022
Q1 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-2.03K- 4.78% |
$222K - $235K
|
40.4K
$4.34M
|
|
Apr 20, 2022
Q1 2022
|
Wealth Management Resources, Inc.
|
SELL
|
- |
-2.04KClosed |
$222K - $236K
|
0
$0
|
|
May 03, 2022
Q1 2022
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-2.04K- 4.16% |
$223K - $237K
|
46.9K
$5.05M
|
|
May 16, 2022
Q1 2022
|
Fft Wealth Management LLC
West Conshohocken, PA |
SELL
|
- |
-2.06K- 22.04% |
$225K - $239K
|
7.27K
$782K
|
|
May 03, 2022
Q1 2022
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-2.06KClosed |
$225K - $239K
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-2.07K- 10.1% |
$226K - $241K
|
18.4K
$1.98M
|
|
May 13, 2022
Q1 2022
|
E Rn Financial, LLC
|
SELL
|
- |
-2.1K- 6.31% |
$230K - $244K
|
31.2K
$3.35M
|
|
May 20, 2022
Q1 2022
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-2.11K- 33.89% |
$230K - $245K
|
4.11K
$442K
|
|
Apr 19, 2022
Q1 2022
|
Graypoint LLC
|
SELL
|
- |
-2.13K- 4.14% |
$233K - $247K
|
49.3K
$5.31M
|
|
Feb 14, 2023
Q1 2022
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
SELL
|
- |
-2.14K- 48.91% |
$233K - $248K
|
2.23K
$240K
|
|
Apr 25, 2022
Q1 2022
|
Detalus Advisors, LLC
|
SELL
|
- |
-2.15K- 43.14% |
$235K - $250K
|
2.83K
$305K
|
|
May 17, 2022
Q1 2022
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-2.15K- 42.84% |
$235K - $250K
|
2.87K
$309K
|
|
May 04, 2022
Q1 2022
|
Ifg Advisory, LLC
|
SELL
|
- |
-2.22K- 17.4% |
$243K - $258K
|
10.5K
$1.14M
|
|
Apr 19, 2022
Q1 2022
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-2.23K- 4.09% |
$244K - $259K
|
52.3K
$5.63M
|
|
May 04, 2022
Q1 2022
|
Windsor Group LTD
|
SELL
|
- |
-2.26K- 7.48% |
$247K - $262K
|
27.9K
$3.01M
|
|
Apr 27, 2022
Q1 2022
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-2.28K- 6.49% |
$249K - $265K
|
32.8K
$3.53M
|
|
Apr 11, 2022
Q1 2022
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-2.29K- 0.5% |
$250K - $266K
|
460K
$49.5M
|
|
Apr 18, 2022
Q1 2022
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-2.31K- 5.32% |
$252K - $268K
|
41.1K
$4.42M
|
|
Apr 28, 2022
Q1 2022
|
Keybank National Association
|
SELL
|
- |
-2.36K- 5.82% |
$258K - $274K
|
38.2K
$4.11M
|
|
Apr 14, 2022
Q1 2022
|
Ritholtz Wealth Management
|
SELL
|
- |
-2.37K- 10.13% |
$259K - $275K
|
21K
$2.26M
|
|
May 13, 2022
Q1 2022
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-2.37K- 47.23% |
$259K - $276K
|
2.65K
$285K
|
|
Apr 21, 2022
Q1 2022
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-2.4KClosed |
$262K - $278K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-2.41KClosed |
$263K - $279K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Biltmore Family Office, LLC
|
SELL
|
- |
-2.45K- 8.51% |
$267K - $284K
|
26.3K
$2.83M
|
|
May 03, 2022
Q1 2022
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-2.45K- 37.78% |
$268K - $285K
|
4.03K
$434K
|
|
May 16, 2022
Q1 2022
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-2.48K- 43.51% |
$271K - $288K
|
3.21K
$346K
|
|
May 13, 2022
Q1 2022
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-2.5K- 47.28% |
$273K - $290K
|
2.79K
$300K
|
|
Apr 21, 2022
Q1 2022
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-2.5K- 19.27% |
$273K - $290K
|
10.5K
$1.13M
|