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 11, 2022
Q1 2022
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-4.09K- 3.67% |
$447K - $475K
|
107K
$11.5M
|
|
|
Apr 13, 2022
Q1 2022
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-4.12K- 9.31% |
$450K - $479K
|
40.1K
$4.32M
|
|
|
May 11, 2022
Q1 2022
|
River Glades Family Offices LLC
Naples, FL |
SELL
|
- |
-4.13K- 21.28% |
$451K - $479K
|
15.3K
$1.64M
|
|
|
Apr 18, 2022
Q1 2022
|
Sanctuary Wealth Management, L.L.C.
|
SELL
|
- |
-4.17KClosed |
$456K - $485K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-4.17K- 7.54% |
$456K - $485K
|
51.1K
$5.5M
|
|
|
May 16, 2022
Q1 2022
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-4.2K- 67.83% |
$460K - $488K
|
1.99K
$215K
|
|
|
May 12, 2022
Q1 2022
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-4.22KClosed |
$462K - $491K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-4.43KClosed |
$485K - $515K
|
0
$0
|
|
|
Apr 19, 2022
Q1 2022
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-4.45K- 65.0% |
$486K - $517K
|
2.39K
$258K
|
|
|
May 16, 2022
Q1 2022
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-4.48KClosed |
$489K - $520K
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-4.5K- 48.59% |
$492K - $523K
|
4.76K
$512K
|
|
|
May 02, 2022
Q1 2022
|
Greenspring Advisors, LLC
|
SELL
|
- |
-4.58K- 88.83% |
$501K - $532K
|
576
$62K
|
|
|
Apr 12, 2022
Q1 2022
|
Calton & Associates, Inc.
|
SELL
|
- |
-4.59K- 25.15% |
$501K - $533K
|
13.7K
$1.47M
|
|
|
May 13, 2022
Q1 2022
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-4.67K- 9.19% |
$511K - $543K
|
46.2K
$4.97M
|
|
|
May 12, 2022
Q1 2022
|
Tompkins Financial Corp
|
SELL
|
- |
-4.75K- 38.98% |
$519K - $552K
|
7.43K
$800K
|
|
|
May 16, 2022
Q1 2022
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-4.81K- 33.79% |
$526K - $559K
|
9.43K
$1.01M
|
|
|
May 02, 2022
Q1 2022
|
Davenport & CO LLC
|
SELL
|
- |
-4.87K- 17.43% |
$532K - $566K
|
23.1K
$2.48M
|
|
|
May 06, 2022
Q1 2022
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-4.88KClosed |
$534K - $567K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-4.92K- 22.26% |
$537K - $571K
|
17.2K
$1.85M
|
|
|
May 03, 2022
Q1 2022
|
Essex Savings Bank
|
SELL
|
- |
-5K- 55.56% |
$547K - $581K
|
4K
$430K
|
|
|
May 09, 2022
Q1 2022
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-5K- 55.56% |
$547K - $581K
|
4K
$430K
|
|
|
Apr 27, 2022
Q1 2022
|
Advisor Partners LLC
Walnut Creek, CA |
SELL
|
- |
-5.1K- 15.87% |
$558K - $593K
|
27.1K
$2.91M
|
|
|
May 06, 2022
Q1 2022
|
Jacobson & Schmitt Advisors, LLC
|
SELL
|
- |
-5.16K- 10.9% |
$564K - $599K
|
42.2K
$4.54M
|
|
|
May 12, 2022
Q1 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-5.17K- 8.91% |
$565K - $600K
|
52.8K
$5.69M
|
|
|
Apr 19, 2022
Q1 2022
|
Retirement Planning Group
|
SELL
|
- |
-5.23K- 16.82% |
$571K - $607K
|
25.8K
$2.78M
|
|
|
May 05, 2022
Q1 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-5.29K- 4.23% |
$579K - $615K
|
120K
$12.9M
|
|
|
May 03, 2022
Q1 2022
|
Goal Vest Advisory LLC
|
SELL
|
- |
-5.35K- 84.54% |
$585K - $621K
|
978
$105K
|
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-5.59K- 16.55% |
$611K - $650K
|
28.2K
$3.04M
|
|
|
Apr 27, 2022
Q1 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-5.61K- 21.7% |
$613K - $652K
|
20.2K
$2.18M
|
|
|
Apr 29, 2022
Q1 2022
|
Whittier Trust CO
|
SELL
|
- |
-5.64K- 11.94% |
$616K - $655K
|
41.6K
$4.47M
|
|
|
Apr 20, 2022
Q1 2022
|
Advisor Resource Council
|
SELL
|
- |
-5.89KClosed |
$643K - $684K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Aries Wealth Management
|
SELL
|
- |
-5.92KClosed |
$647K - $688K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-5.93K- 29.46% |
$649K - $689K
|
14.2K
$1.53M
|
|
|
May 16, 2022
Q1 2022
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-5.94K- 71.6% |
$649K - $690K
|
2.35K
$253K
|
|
|
May 05, 2022
Q1 2022
|
Foresight Capital Management Advisors, Inc.
|
SELL
|
- |
-5.98KClosed |
$654K - $695K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Founders Financial Securities LLC
|
SELL
|
- |
-6.02K- 29.41% |
$658K - $699K
|
14.4K
$1.55M
|
|
|
Apr 14, 2022
Q1 2022
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-6.04K- 29.23% |
$660K - $702K
|
14.6K
$1.57M
|
|
|
Apr 08, 2022
Q1 2022
|
Barber Financial Group, Inc.
|
SELL
|
- |
-6.12K- 3.17% |
$669K - $710K
|
187K
$20.1M
|
|
|
May 04, 2022
Q1 2022
|
One Advisory Partners, LLC
|
SELL
|
- |
-6.12K- 8.52% |
$669K - $711K
|
65.7K
$7.07M
|
|
|
Apr 18, 2022
Q1 2022
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-6.16K- 11.61% |
$674K - $716K
|
46.9K
$5.05M
|
|
|
Apr 08, 2022
Q1 2022
|
Blue Zone Wealth Advisors, LLC
|
SELL
|
- |
-6.19K- 30.6% |
$676K - $719K
|
14K
$1.51M
|
|
|
May 16, 2022
Q1 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-6.25K- 0.5% |
$684K - $726K
|
1.24M
$133M
|
|
|
May 13, 2022
Q1 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-6.52K- 5.47% |
$713K - $758K
|
113K
$12.1M
|
|
|
Apr 12, 2022
Q1 2022
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-6.61K- 38.65% |
$723K - $768K
|
10.5K
$1.13M
|
|
|
Apr 14, 2022
Q1 2022
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-6.64K- 4.98% |
$725K - $771K
|
127K
$13.6M
|
|
|
May 02, 2022
Q1 2022
|
Caprin Asset Management LLC
Henrico, VA |
SELL
|
- |
-6.86K- 3.51% |
$749K - $796K
|
188K
$20.3M
|
|
|
Mar 23, 2023
Q1 2022
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-6.86K- 5.71% |
$750K - $797K
|
113K
$12.2M
|
|
|
May 16, 2022
Q1 2022
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-6.92KClosed |
$756K - $803K
|
0
$0
|
|
|
Apr 12, 2022
Q1 2022
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-7.06KClosed |
$772K - $820K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-7.06K- 99.86% |
$772K - $820K
|
10
$1.08K
|