Purchases and Sales Made in Q1 2022 in Ishares National Muni Bond ETF (MUB)

MUB Quotes by TradingView

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 09, 2022 Q1 2022
Capasso Planning Partners LLC

Charleston, SC
BUY
 -
14.2K
+ 86.76%
$1.55M - $1.65M
30.5K $3.17M
Sep 21, 2023 Q1 2022
Halpern Financial, Inc.

Ashburn, VA
BUY
 -
14.2K
New
$1.55M - $1.64M
14.2K $1.47M
Sep 13, 2022 Q1 2022
Brown Advisory Inc

BUY
 -
13.8K
New
$1.51M - $1.6M
13.8K $1.43M
May 16, 2022 Q1 2022
Capital Directions Investment Advisors, LLC

BUY
 -
13.4K
+ 17.06%
$1.47M - $1.56M
92.1K $9.56M
May 11, 2022 Q1 2022
Rfg Advisory, LLC

Birmingham, AL
BUY
 -
13.4K
+ 56.61%
$1.46M - $1.55M
37K $3.84M
May 13, 2022 Q1 2022
Franklin Resources Inc

San Mateo, CA
BUY
 -
13.3K
+ 3.66%
$1.45M - $1.55M
377K $39.2M
May 03, 2022 Q1 2022
Modera Wealth Management, LLC

BUY
 -
13.2K
+ 16.53%
$1.44M - $1.54M
93.2K $9.67M
May 06, 2022 Q1 2022
Austin Private Wealth, LLC

BUY
 -
13.1K
+ 7.66%
$1.43M - $1.52M
184K $19.1M
May 05, 2022 Q1 2022
Gyl Financial Synergies, LLC

BUY
 -
13K
+ 237.2%
$1.43M - $1.52M
18.5K $1.93M
Apr 25, 2022 Q1 2022
Wesbanco Bank Inc

BUY
 -
13K
+ 18.6%
$1.42M - $1.51M
82.9K $8.61M
May 13, 2022 Q1 2022
Assetmark, Inc

BUY
 -
13K
+ 0.75%
$1.42M - $1.51M
1.75M $182M
May 18, 2022 Q1 2022
Ifg Advisors, LLC

BUY
 -
12.7K
+ 179.29%
$1.39M - $1.47M
19.8K $2.05M
May 02, 2022 Q1 2022
Signaturefd, LLC

Atlanta, GA
BUY
 -
12.5K
+ 21.71%
$1.36M - $1.45M
69.8K $7.25M
Nov 18, 2022 Q1 2022
Schechter Investment Advisors, LLC

Birmingham, MI
BUY
 -
12.4K
+ 51.11%
$1.36M - $1.44M
36.6K $3.81M
Jul 24, 2024 Q1 2022
Focus Financial Network, Inc.

Minneapolis, MN
BUY
 -
12.3K
+ 442.7%
$1.34M - $1.43M
15K $1.56M
May 05, 2022 Q1 2022
Hartford Financial Management Inc.

BUY
 -
12.1K
+ 68.92%
$1.32M - $1.4M
29.6K $3.07M
May 13, 2022 Q1 2022
Sand Hill Global Advisors, LLC

Palo Alto, CA
BUY
 -
11.7K
+ 138.76%
$1.28M - $1.36M
20.1K $2.09M
Apr 25, 2022 Q1 2022
Wealth Cmt

BUY
 -
11.6K
+ 9.45%
$1.27M - $1.35M
134K $13.9M
May 09, 2022 Q1 2022
Rinkey Investments

San Diego, CA
BUY
 -
11.3K
+ 16.62%
$1.24M - $1.32M
79.6K $8.27M
May 16, 2022 Q1 2022
Cypress Capital Group

BUY
 -
11.1K
+ 16.77%
$1.21M - $1.29M
77.3K $8.03M
May 16, 2022 Q1 2022
Smithfield Trust CO

Pittsburgh, PA
BUY
 -
11K
+ 480.78%
$1.21M - $1.28M
13.3K $1.38M
Apr 21, 2022 Q1 2022
Zhang Financial LLC

BUY
 -
11K
+ 42.89%
$1.2M - $1.28M
36.6K $3.8M
May 16, 2022 Q1 2022
Pfs Investments Inc.

Duluth, GA
BUY
 -
10.9K
+ 4.09%
$1.19M - $1.26M
276K $28.7M
Apr 27, 2022 Q1 2022
Hengehold Capital Management LLC

BUY
 -
10.9K
+ 2.5%
$1.19M - $1.26M
445K $46.2M
May 16, 2022 Q1 2022
Apollon Wealth Management, LLC

Mount Pleasant, SC
BUY
 -
10.5K
+ 22.64%
$1.15M - $1.22M
57K $5.92M
May 09, 2022 Q1 2022
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
10.5K
+ 16.27%
$1.15M - $1.22M
75.1K $7.8M
May 13, 2022 Q1 2022
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
BUY
 -
10.3K
+ 13.27%
$1.12M - $1.19M
87.6K $9.1M
Apr 22, 2022 Q1 2022
Grove Bank & Trust

BUY
 -
10.1K
+ 14.31%
$1.1M - $1.17M
80.7K $8.38M
Apr 18, 2022 Q1 2022
Veery Capital, LLC

BUY
 -
10.1K
+ 14.96%
$1.1M - $1.17M
77.5K $8.04M
May 05, 2022 Q1 2022
Liquid Strategies, LLC

Atlanta, GA
BUY
 -
9.9K
+ 8.67%
$1.08M - $1.15M
124K $12.9M
May 12, 2022 Q1 2022
Private Portfolio Partners LLC

BUY
 -
9.88K
+ 19.11%
$1.08M - $1.15M
61.6K $6.39M
Mar 14, 2023 Q1 2022
Private Portfolio Partners LLC

BUY
 -
9.88K
+ 19.11%
$1.08M - $1.15M
61.6K $6.39M
May 11, 2022 Q1 2022
Truepoint, Inc.

BUY
 -
9.86K
+ 196.32%
$1.08M - $1.15M
14.9K $1.55M
May 13, 2022 Q1 2022
Clearbridge Investments, LLC

New York, NY
BUY
 -
9.79K
+ 30.26%
$1.07M - $1.14M
42.1K $4.38M
Apr 21, 2022 Q1 2022
Sja Financial Advisory, LLC

BUY
 -
9.78K
New
$1.07M - $1.14M
9.78K $1.02M
Apr 12, 2022 Q1 2022
Carl Stuart Investment Advisor, Inc

Austin, TX
BUY
 -
9.7K
New
$1.06M - $1.13M
9.7K $1.01M
Apr 20, 2022 Q1 2022
Great Valley Advisor Group, Inc.

BUY
 -
9.64K
+ 5.48%
$1.05M - $1.12M
185K $19.3M
May 02, 2022 Q1 2022
Acima Private Wealth, LLC

Richmond, VA
BUY
 -
9.62K
+ 80.41%
$1.05M - $1.12M
21.6K $2.24M
Apr 11, 2022 Q1 2022
Arden Trust CO

BUY
 -
9.56K
+ 30.12%
$1.05M - $1.11M
41.3K $4.29M
Apr 27, 2022 Q1 2022
Argi Investment Services, LLC

BUY
 -
9.54K
+ 38.06%
$1.04M - $1.11M
34.6K $3.59M
Aug 15, 2022 Q1 2022
Heritage Wealth Management, LLC

Phoenix, AZ
BUY
 -
9.54K
+ 92.9%
$1.04M - $1.11M
19.8K $2.06M
May 04, 2022 Q1 2022
Legacy Financial Advisors, Inc.

BUY
 -
9.37K
New
$1.02M - $1.09M
9.37K $973K
Apr 25, 2022 Q1 2022
Ferguson Shapiro LLC

BUY
 -
9.28K
New
$1.01M - $1.08M
9.28K $964K
May 02, 2022 Q1 2022
Simplex Trading, LLC

BUY
 -
9.2K
+ 211.03%
$1.01M - $1.07M
13.6K $1.41M
May 17, 2022 Q1 2022
Avalon Investment & Advisory

Houston, TX
BUY
 -
9.18K
+ 220.05%
$1M - $1.07M
13.3K $1.39M
May 16, 2022 Q1 2022
Alesco Advisors LLC

Pittsford, NY
BUY
 -
9.11K
+ 22.25%
$996K - $1.06M
50K $5.19M
May 16, 2022 Q1 2022
Kayne Anderson Rudnick Investment Management LLC

Los Angeles, CA
BUY
 -
8.98K
+ 18.35%
$982K - $1.04M
57.9K $6.01M
May 16, 2022 Q1 2022
Evermay Wealth Management LLC

Arlington, VA
BUY
 -
8.68K
+ 6832.28%
$949K - $1.01M
8.8K $914K
Apr 14, 2022 Q1 2022
Foster Victor Wealth Advisors, LLC

BUY
 -
8.58K
+ 9.42%
$938K - $996K
99.6K $10.3M

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