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 06, 2022
Q1 2022
|
Phillips Financial Management, LLC
|
SELL
|
- |
-2.55K- 5.25% |
$278K - $296K
|
46K
$4.99M
|
|
May 13, 2022
Q1 2022
|
Dakota Wealth Management
|
SELL
|
- |
-2.56K- 8.74% |
$280K - $298K
|
26.8K
$2.9M
|
|
Apr 14, 2022
Q1 2022
|
Focus Wealth Advisors, LLC
|
SELL
|
- |
-2.57K- 14.85% |
$280K - $298K
|
14.7K
$1.59M
|
|
May 11, 2022
Q1 2022
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-2.58K- 8.28% |
$282K - $300K
|
28.6K
$3.1M
|
|
May 02, 2022
Q1 2022
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-2.58K- 6.43% |
$282K - $300K
|
37.6K
$4.07M
|
|
May 11, 2022
Q1 2022
|
Vicus Capital
State College, PA |
SELL
|
- |
-2.64K- 4.04% |
$288K - $306K
|
62.7K
$6.79M
|
|
May 09, 2022
Q1 2022
|
First Business Financial Services, Inc.
|
SELL
|
- |
-2.65K- 6.49% |
$290K - $308K
|
38.2K
$4.14M
|
|
May 11, 2022
Q1 2022
|
Custos Family Office, LLC
Greenwood Village, CO |
SELL
|
- |
-2.66KClosed |
$291K - $309K
|
0
$0
|
|
Apr 19, 2022
Q1 2022
|
Chesapeake Wealth Management
|
SELL
|
- |
-2.67K- 56.63% |
$292K - $310K
|
2.05K
$222K
|
|
May 09, 2022
Q1 2022
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-2.69K- 1.51% |
$294K - $313K
|
175K
$19M
|
|
May 16, 2022
Q1 2022
|
Cambria Investment Management, L.P.
|
SELL
|
- |
-2.74K- 20.85% |
$300K - $319K
|
10.4K
$1.13M
|
|
Aug 12, 2024
Q1 2022
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-2.74K- 18.46% |
$300K - $319K
|
12.1K
$1.31M
|
|
May 06, 2022
Q1 2022
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-2.82K- 16.39% |
$309K - $328K
|
14.4K
$1.56M
|
|
May 09, 2022
Q1 2022
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-2.85K- 37.3% |
$311K - $331K
|
4.79K
$519K
|
|
Apr 19, 2022
Q1 2022
|
Baystate Wealth Management LLC
|
SELL
|
- |
-2.86K- 93.8% |
$312K - $332K
|
189
$20.5K
|
|
May 05, 2022
Q1 2022
|
Strategic Financial Planning, Inc.
|
SELL
|
- |
-2.86KClosed |
$313K - $332K
|
0
$0
|
|
May 19, 2022
Q1 2022
|
Penobscot Wealth Management
|
SELL
|
- |
-2.87KClosed |
$314K - $333K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-2.92KClosed |
$319K - $339K
|
0
$0
|
|
Apr 21, 2022
Q1 2022
|
Berkshire Bank
|
SELL
|
- |
-3K- 22.66% |
$328K - $348K
|
10.2K
$1.11M
|
|
May 02, 2022
Q1 2022
|
Gamble Jones Investment Counsel
|
SELL
|
- |
-3K- 28.85% |
$328K - $348K
|
7.39K
$801K
|
|
May 09, 2022
Q1 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-3.02KClosed |
$331K - $351K
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Hamilton Wealth, LLC
|
SELL
|
- |
-3.08KClosed |
$336K - $357K
|
0
$0
|
|
Apr 15, 2022
Q1 2022
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-3.08K- 16.54% |
$337K - $358K
|
15.5K
$1.68M
|
|
Apr 28, 2022
Q1 2022
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-3.13K- 12.49% |
$342K - $364K
|
21.9K
$2.38M
|
|
Apr 29, 2022
Q1 2022
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-3.13K- 36.4% |
$343K - $364K
|
5.47K
$593K
|
|
Apr 27, 2022
Q1 2022
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-3.14K- 60.16% |
$343K - $365K
|
2.08K
$225K
|
|
May 13, 2022
Q1 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-3.27K- 36.09% |
$358K - $380K
|
5.8K
$628K
|
|
May 09, 2022
Q1 2022
|
Lincoln National Corp
|
SELL
|
- |
-3.27K- 4.96% |
$358K - $380K
|
62.8K
$6.8M
|
|
May 13, 2022
Q1 2022
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-3.29K- 9.83% |
$359K - $382K
|
30.2K
$3.27M
|
|
May 26, 2022
Q1 2022
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-3.34K- 48.43% |
$365K - $388K
|
3.56K
$385K
|
|
Apr 15, 2022
Q1 2022
|
Cra Financial Services, LLC
|
SELL
|
- |
-3.35K- 44.85% |
$366K - $389K
|
4.12K
$447K
|
|
Apr 29, 2022
Q1 2022
|
Pinnacle Private Wealth, LLC
|
SELL
|
- |
-3.36K- 42.46% |
$368K - $391K
|
4.56K
$494K
|
|
Apr 29, 2022
Q1 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-3.38K- 53.79% |
$369K - $392K
|
2.9K
$314K
|
|
Apr 27, 2022
Q1 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-3.4K- 5.24% |
$372K - $395K
|
61.4K
$6.66M
|
|
May 06, 2022
Q1 2022
|
Cordatus Wealth Management LLC
Newtown, PA |
SELL
|
- |
-3.4K- 43.98% |
$372K - $395K
|
4.33K
$469K
|
|
May 09, 2022
Q1 2022
|
Csenge Advisory Group
|
SELL
|
- |
-3.47K- 28.96% |
$379K - $403K
|
8.5K
$921K
|
|
May 12, 2022
Q1 2022
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-3.5KClosed |
$383K - $407K
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
SELL
|
- |
-3.5K- 29.1% |
$383K - $407K
|
8.53K
$924K
|
|
May 17, 2022
Q1 2022
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-3.53KClosed |
$386K - $410K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-3.67KClosed |
$401K - $426K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-3.71K- 26.69% |
$406K - $431K
|
10.2K
$1.1M
|
|
May 02, 2022
Q1 2022
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-3.71K- 9.2% |
$406K - $431K
|
36.6K
$3.97M
|
|
May 12, 2022
Q1 2022
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-3.8KClosed |
$415K - $441K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-3.96KClosed |
$433K - $460K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-3.96K- 1.17% |
$433K - $460K
|
334K
$36.2M
|
|
May 10, 2022
Q1 2022
|
Ascent Group, LLC
|
SELL
|
- |
-3.97K- 12.72% |
$434K - $461K
|
27.2K
$2.95M
|
|
Apr 28, 2022
Q1 2022
|
Harfst & Associates, Inc.
|
SELL
|
- |
-3.99KClosed |
$436K - $463K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-4.02K- 23.51% |
$439K - $467K
|
13.1K
$1.42M
|
|
May 10, 2022
Q1 2022
|
Amg National Trust Bank
|
SELL
|
- |
-4.03K- 5.08% |
$441K - $468K
|
75.2K
$8.15M
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-4.05K- 80.88% |
$443K - $471K
|
958
$104K
|