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 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
$1.05K
|
|
Apr 12, 2022
Q1 2022
|
Cooper Financial Group
|
SELL
|
- |
-7.1KClosed |
$776K - $824K
|
0
$0
|
|
Oct 17, 2024
Q1 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-7.1K- 45.14% |
$776K - $825K
|
8.63K
$909K
|
|
Apr 14, 2022
Q1 2022
|
Strong Box Wealth, LLC
|
SELL
|
- |
-7.12KClosed |
$778K - $827K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-7.17K- 11.76% |
$784K - $833K
|
53.8K
$5.67M
|
|
May 13, 2022
Q1 2022
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-7.55K- 9.9% |
$825K - $877K
|
68.7K
$7.24M
|
|
Apr 25, 2022
Q1 2022
|
Collective Family Office LLC
|
SELL
|
- |
-7.62K- 40.61% |
$833K - $885K
|
11.1K
$1.17M
|
|
Apr 22, 2022
Q1 2022
|
Allworth Financial LP
|
SELL
|
- |
-8.31K- 3.23% |
$909K - $965K
|
249K
$26.2M
|
|
Apr 25, 2022
Q1 2022
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-8.38K- 11.59% |
$916K - $973K
|
63.9K
$6.73M
|
|
Apr 15, 2022
Q1 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-8.45K- 99.18% |
$924K - $982K
|
70
$7.37K
|
|
May 12, 2022
Q1 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-8.48KClosed |
$927K - $985K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-8.49K- 17.26% |
$928K - $986K
|
40.7K
$4.29M
|
|
Apr 29, 2022
Q1 2022
|
Melone Private Wealth, LLC
|
SELL
|
- |
-8.52K- 68.9% |
$932K - $990K
|
3.85K
$405K
|
|
May 16, 2022
Q1 2022
|
Wealthfront Advisers LLC
|
SELL
|
- |
-8.57K- 5.56% |
$937K - $996K
|
146K
$15.3M
|
|
May 09, 2022
Q1 2022
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-8.57K- 99.11% |
$937K - $996K
|
77
$8.11K
|
|
May 12, 2022
Q1 2022
|
Connable Office Inc
|
SELL
|
- |
-8.72K- 69.52% |
$953K - $1.01M
|
3.82K
$403K
|
|
May 12, 2022
Q1 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-8.78K- 0.5% |
$960K - $1.02M
|
1.74M
$183M
|
|
May 16, 2022
Q1 2022
|
Vericrest Private Wealth
Newtown, PA |
SELL
|
- |
-8.81K- 20.81% |
$963K - $1.02M
|
33.5K
$3.53M
|
|
May 04, 2022
Q1 2022
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-9.02KClosed |
$986K - $1.05M
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Mount Lucas Management LP
Newtown, PA |
SELL
|
- |
-9.02KClosed |
$986K - $1.05M
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-9.04K- 14.24% |
$988K - $1.05M
|
54.4K
$5.73M
|
|
May 09, 2022
Q1 2022
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-9.21KClosed |
$1.01M - $1.07M
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-9.47KClosed |
$1.04M - $1.1M
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-9.53K- 78.94% |
$1.04M - $1.11M
|
2.54K
$268K
|
|
Aug 31, 2022
Q1 2022
|
Acute Investment Advisory, LLC
Mesa, AZ |
SELL
|
- |
-9.67KClosed |
$1.06M - $1.12M
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Fca Corp
Houston, TX |
SELL
|
- |
-9.72KClosed |
$1.06M - $1.13M
|
0
$0
|
|
Apr 25, 2022
Q1 2022
|
Westside Investment Management, Inc.
|
SELL
|
- |
-9.99K- 34.87% |
$1.09M - $1.16M
|
18.7K
$1.96M
|
|
May 13, 2022
Q1 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-10K- 11.9% |
$1.09M - $1.16M
|
74.1K
$7.81M
|
|
May 16, 2022
Q1 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-10.2K- 38.87% |
$1.11M - $1.18M
|
16K
$1.69M
|
|
Apr 13, 2022
Q1 2022
|
Autus Asset Management, LLC
|
SELL
|
- |
-10.4K- 50.72% |
$1.13M - $1.2M
|
10.1K
$1.06M
|
|
May 17, 2022
Q1 2022
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-10.8K- 28.23% |
$1.19M - $1.26M
|
27.6K
$2.9M
|
|
Apr 29, 2022
Q1 2022
|
Wbh Advisory Inc
|
SELL
|
- |
-11.1K- 54.64% |
$1.21M - $1.29M
|
9.2K
$969K
|
|
May 28, 2024
Q1 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-11.3K- 65.17% |
$1.24M - $1.31M
|
6.05K
$637K
|
|
Apr 21, 2022
Q1 2022
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-11.5K- 66.12% |
$1.26M - $1.34M
|
5.92K
$623K
|
|
Apr 29, 2022
Q1 2022
|
All Season Financial Advisors, Inc.
|
SELL
|
- |
-11.9KClosed |
$1.3M - $1.38M
|
0
$0
|
|
Apr 19, 2022
Q1 2022
|
Pfg Advisors
|
SELL
|
- |
-12.1KClosed |
$1.33M - $1.41M
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-12.2K- 22.23% |
$1.33M - $1.41M
|
42.6K
$4.49M
|
|
Aug 26, 2022
Q1 2022
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-12.3K- 38.83% |
$1.35M - $1.43M
|
19.4K
$2.05M
|
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-12.5K- 4.64% |
$1.37M - $1.45M
|
257K
$27.1M
|
|
May 09, 2022
Q1 2022
|
M&T Bank Corp
|
SELL
|
- |
-12.5K- 13.33% |
$1.37M - $1.46M
|
81.5K
$8.58M
|
|
May 13, 2022
Q1 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-12.6KClosed |
$1.38M - $1.47M
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Hancock Whitney Corp
|
SELL
|
- |
-12.7K- 27.43% |
$1.39M - $1.48M
|
33.6K
$3.54M
|
|
Oct 09, 2024
Q1 2022
|
Martel Wealth Advisors Inc
Vancouver, WA |
SELL
|
- |
-12.9K- 18.4% |
$1.41M - $1.5M
|
57.2K
$6.03M
|
|
Apr 20, 2022
Q1 2022
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-12.9KClosed |
$1.41M - $1.5M
|
0
$0
|
|
May 09, 2022
Q1 2022
|
True Private Wealth Advisors
|
SELL
|
- |
-12.9K- 80.53% |
$1.41M - $1.5M
|
3.13K
$330K
|
|
Aug 16, 2024
Q1 2022
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-13.2K- 40.19% |
$1.44M - $1.53M
|
19.6K
$2.07M
|
|
May 16, 2022
Q1 2022
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-13.6K- 69.57% |
$1.49M - $1.58M
|
5.97K
$629K
|
|
May 16, 2022
Q1 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-13.8K- 6.41% |
$1.5M - $1.6M
|
201K
$21.2M
|