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 |
---|---|---|---|---|---|---|---|
Jun 20, 2023
Q1 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
87.1KNew |
$9.52M - $10.1M
|
87.1K
$9.16M
|
|
May 10, 2024
Q1 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
87.1KNew |
$9.52M - $10.1M
|
87.1K
$9.16M
|
|
May 16, 2022
Q1 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
86.5K+ 9.48% |
$9.46M - $10.1M
|
999K
$105M
|
|
May 13, 2022
Q1 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
85.4K+ 19.19% |
$9.34M - $9.92M
|
531K
$55.8M
|
|
May 12, 2022
Q1 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
83.1K+ 23.65% |
$9.09M - $9.66M
|
435K
$45.7M
|
|
May 10, 2022
Q1 2022
|
Alera Investment Advisors, LLC
|
BUY
|
- |
80.1K+ 413.55% |
$8.76M - $9.31M
|
99.5K
$10.5M
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
76.5K+ 22.64% |
$8.36M - $8.88M
|
414K
$43.6M
|
|
May 03, 2022
Q1 2022
|
Calamos Wealth Management LLC
|
BUY
|
- |
72.8K+ 448.45% |
$7.95M - $8.45M
|
89K
$9.36M
|
|
Apr 26, 2022
Q1 2022
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
68.7KNew |
$7.51M - $7.98M
|
68.7K
$7.22M
|
|
May 03, 2022
Q1 2022
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
66.9K+ 154.3% |
$7.32M - $7.77M
|
110K
$11.6M
|
|
May 03, 2022
Q1 2022
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
64.2K+ 79.19% |
$7.02M - $7.45M
|
145K
$15.3M
|
|
Apr 19, 2022
Q1 2022
|
Icon Wealth Partners, LLC
|
BUY
|
- |
63.7K+ 38.19% |
$6.97M - $7.41M
|
231K
$24.3M
|
|
May 02, 2022
Q1 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
63.3K+ 39.3% |
$6.92M - $7.36M
|
224K
$23.6M
|
|
Apr 04, 2022
Q1 2022
|
Garrett Investment Advisors LLC
|
BUY
|
- |
61.4K+ 229.22% |
$6.71M - $7.13M
|
88.2K
$9.28M
|
|
May 12, 2022
Q1 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
61.3K+ 237.28% |
$6.7M - $7.12M
|
87.1K
$9.16M
|
|
Mar 22, 2023
Q1 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
61.3K+ 237.28% |
$6.7M - $7.12M
|
87.1K
$9.16M
|
|
May 16, 2022
Q1 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
59.8K+ 162.6% |
$6.53M - $6.94M
|
96.5K
$10.2M
|
|
May 13, 2022
Q1 2022
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
57.1K+ 29.89% |
$6.24M - $6.63M
|
248K
$26.1M
|
|
Apr 04, 2022
Q1 2022
|
Impac Tfolio, LLC
|
BUY
|
- |
55.2K+ 1863.53% |
$6.04M - $6.42M
|
58.2K
$6.12M
|
|
May 16, 2022
Q1 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
55.2K+ 108.96% |
$6.03M - $6.41M
|
106K
$11.1M
|
|
Apr 05, 2022
Q1 2022
|
Wedmont Private Capital
|
BUY
|
- |
53.8K+ 3087.37% |
$5.88M - $6.25M
|
55.5K
$5.84M
|
|
May 12, 2022
Q1 2022
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
53.3K+ 42.95% |
$5.83M - $6.2M
|
178K
$18.7M
|
|
Apr 19, 2022
Q1 2022
|
Ellevest, Inc.
|
BUY
|
- |
52K+ 7.93% |
$5.69M - $6.04M
|
708K
$74.5M
|
|
May 13, 2022
Q1 2022
|
Rmr Wealth Builders
|
BUY
|
- |
49.1K+ 267.9% |
$5.36M - $5.7M
|
67.4K
$7.09M
|
|
May 09, 2022
Q1 2022
|
Tenret CO LLC
|
BUY
|
- |
48.7KNew |
$5.32M - $5.66M
|
48.7K
$5.12M
|
|
May 13, 2022
Q1 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
48K+ 45.99% |
$5.25M - $5.57M
|
152K
$16M
|
|
Apr 18, 2022
Q1 2022
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
47.6K+ 117.7% |
$5.21M - $5.53M
|
88.1K
$9.27M
|
|
May 04, 2022
Q1 2022
|
First Ascent Asset Management, LLC
|
BUY
|
- |
46.6K+ 19.03% |
$5.09M - $5.41M
|
291K
$30.6M
|
|
May 13, 2022
Q1 2022
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
46.4K+ 14.02% |
$5.07M - $5.39M
|
377K
$39.7M
|
|
Apr 18, 2022
Q1 2022
|
Pds Planning, Inc
|
BUY
|
- |
44.2K+ 120.61% |
$4.83M - $5.13M
|
80.8K
$8.49M
|
|
May 09, 2022
Q1 2022
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
43.4K+ 91.48% |
$4.74M - $5.04M
|
90.8K
$9.55M
|
|
Apr 04, 2022
Q1 2022
|
Symmetry Partners, LLC
|
BUY
|
- |
43.1K+ 16.89% |
$4.71M - $5M
|
298K
$31.4M
|
|
Apr 18, 2022
Q1 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
39.7K+ 7.59% |
$4.34M - $4.62M
|
563K
$59.3M
|
|
May 06, 2022
Q1 2022
|
Aspiriant, LLC
|
BUY
|
- |
39K+ 9.72% |
$4.27M - $4.53M
|
440K
$46.3M
|
|
May 13, 2022
Q1 2022
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
38KNew |
$4.16M - $4.42M
|
38K
$4M
|
|
Apr 19, 2022
Q1 2022
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
36.7K+ 28.06% |
$4.01M - $4.26M
|
168K
$17.6M
|
|
Apr 20, 2022
Q1 2022
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
36.1K+ 620.74% |
$3.95M - $4.19M
|
41.9K
$4.41M
|
|
May 06, 2022
Q1 2022
|
Laird Norton Trust Company, LLC
|
BUY
|
- |
35.9K+ 228.87% |
$3.93M - $4.17M
|
51.6K
$5.43M
|
|
May 02, 2022
Q1 2022
|
Investment Management Associates Inc
|
BUY
|
- |
35.2K+ 202.37% |
$3.85M - $4.09M
|
52.6K
$5.53M
|
|
May 13, 2022
Q1 2022
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
34.9K+ 741.3% |
$3.82M - $4.06M
|
39.7K
$4.17M
|
|
Apr 25, 2022
Q1 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
34.9K+ 26.03% |
$3.81M - $4.05M
|
169K
$17.8M
|
|
Apr 25, 2022
Q1 2022
|
Mission Wealth Management, LP
|
BUY
|
- |
34.1K+ 21.17% |
$3.73M - $3.97M
|
195K
$20.6M
|
|
May 13, 2022
Q1 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
33.3K+ 63.52% |
$3.64M - $3.87M
|
85.8K
$9.03M
|
|
Apr 21, 2022
Q1 2022
|
Elm Partners Management LLC
|
BUY
|
- |
32.4K+ 258.37% |
$3.54M - $3.77M
|
45K
$4.73M
|
|
Apr 08, 2022
Q1 2022
|
Acropolis Investment Management, LLC
|
BUY
|
- |
32K+ 676.52% |
$3.5M - $3.72M
|
36.7K
$3.87M
|
|
May 16, 2022
Q1 2022
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
31.1KNew |
$3.4M - $3.61M
|
31.1K
$3.27M
|
|
Apr 21, 2022
Q1 2022
|
Cwm, LLC
|
BUY
|
- |
30.9K+ 27.7% |
$3.37M - $3.59M
|
142K
$15M
|
|
Apr 19, 2022
Q1 2022
|
Burt Wealth Advisors
|
BUY
|
- |
30.4K+ 55.38% |
$3.33M - $3.54M
|
85.4K
$8.99M
|
|
Sep 12, 2023
Q1 2022
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
30.4K+ 296.76% |
$3.33M - $3.53M
|
40.7K
$4.28M
|
|
Apr 07, 2022
Q1 2022
|
My Legacy Advisors, LLC
|
BUY
|
- |
30.3KNew |
$3.32M - $3.53M
|
30.3K
$3.19M
|