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 |
---|---|---|---|---|---|---|---|
Apr 29, 2022
Q1 2022
|
Prairie View Partners, LLC
|
BUY
|
- |
4.9KNew |
$535K - $569K
|
4.9K
$526K
|
|
May 10, 2022
Q1 2022
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
4.75K+ 46.36% |
$519K - $552K
|
15K
$1.61M
|
|
Apr 29, 2022
Q1 2022
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
4.72K+ 163.24% |
$516K - $548K
|
7.61K
$819K
|
|
May 16, 2022
Q1 2022
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
4.71K+ 140.01% |
$515K - $547K
|
8.07K
$868K
|
|
May 04, 2022
Q1 2022
|
Greenspring Advisors, LLC
|
BUY
|
- |
4.68K+ 812.33% |
$512K - $544K
|
5.26K
$565K
|
|
May 04, 2022
Q1 2022
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
4.59K+ 162.74% |
$501K - $533K
|
7.4K
$796K
|
|
May 13, 2022
Q1 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
4.58KNew |
$500K - $532K
|
4.58K
$492K
|
|
Apr 08, 2022
Q1 2022
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
4.5K+ 46.1% |
$492K - $523K
|
14.3K
$1.54M
|
|
May 09, 2022
Q1 2022
|
Cx Institutional
|
BUY
|
- |
4.39K+ 4.32% |
$480K - $510K
|
106K
$11.4M
|
|
May 11, 2022
Q1 2022
|
Bms Financial Advisors, LLC
|
BUY
|
- |
4.35K+ 45.79% |
$475K - $505K
|
13.8K
$1.49M
|
|
Apr 25, 2022
Q1 2022
|
Wood Trust Financial Corp
|
BUY
|
- |
4.34KNew |
$474K - $504K
|
4.34K
$467K
|
|
May 04, 2022
Q1 2022
|
Waldron Private Wealth LLC
|
BUY
|
- |
4.26K+ 2.08% |
$466K - $495K
|
209K
$22.5M
|
|
May 06, 2022
Q1 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
4.26K+ 7.25% |
$465K - $494K
|
63K
$6.77M
|
|
May 13, 2022
Q1 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
4.19K+ 6.16% |
$458K - $487K
|
72.2K
$7.76M
|
|
Feb 14, 2024
Q1 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
4.19K+ 6.16% |
$458K - $487K
|
72.2K
$7.76M
|
|
May 09, 2022
Q1 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
4.17K+ 8.47% |
$455K - $484K
|
53.3K
$5.73M
|
|
May 12, 2022
Q1 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
4.16K+ 3.06% |
$455K - $484K
|
140K
$15.1M
|
|
May 19, 2022
Q1 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
4.14K+ 14.16% |
$452K - $481K
|
33.3K
$3.59M
|
|
Apr 21, 2022
Q1 2022
|
Wade Financial Advisory, Inc
|
BUY
|
- |
4.12K+ 26.16% |
$451K - $479K
|
19.9K
$2.14M
|
|
Apr 22, 2022
Q1 2022
|
Sweet Financial Partners, LLC
|
BUY
|
- |
4.09KNew |
$447K - $475K
|
4.09K
$439K
|
|
May 10, 2022
Q1 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
4.07K+ 10.92% |
$445K - $473K
|
41.3K
$4.44M
|
|
Apr 21, 2022
Q1 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
4.05K+ 4.59% |
$443K - $471K
|
92.2K
$9.92M
|
|
Sep 07, 2022
Q1 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
4.03KNew |
$441K - $469K
|
4.03K
$434K
|
|
May 09, 2022
Q1 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
4.02K+ 34.54% |
$440K - $468K
|
15.7K
$1.69M
|
|
Apr 25, 2022
Q1 2022
|
Lutz Financial Services LLC
|
BUY
|
- |
3.99K+ 4.06% |
$436K - $464K
|
102K
$11M
|
|
May 16, 2022
Q1 2022
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
3.97KNew |
$434K - $461K
|
3.97K
$427K
|
|
May 13, 2022
Q1 2022
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
BUY
|
- |
3.95K+ 22.47% |
$432K - $459K
|
21.5K
$2.31M
|
|
Apr 21, 2022
Q1 2022
|
Capital Insight Partners, LLC
|
BUY
|
- |
3.92K+ 3.71% |
$428K - $455K
|
109K
$11.8M
|
|
May 11, 2022
Q1 2022
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
3.89K+ 8.34% |
$426K - $452K
|
50.5K
$5.44M
|
|
Apr 20, 2022
Q1 2022
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
3.89K+ 15.64% |
$425K - $452K
|
28.8K
$3.09M
|
|
May 12, 2022
Q1 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
3.87K+ 114.15% |
$423K - $450K
|
7.26K
$781K
|
|
Apr 14, 2022
Q1 2022
|
Corbenic Partners LLC
|
BUY
|
- |
3.81K+ 13.45% |
$416K - $442K
|
32.1K
$3.45M
|
|
May 12, 2022
Q1 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
3.8K+ 3.54% |
$415K - $441K
|
111K
$12M
|
|
Apr 06, 2022
Q1 2022
|
First National Bank Of Mount Dora, Trust Investment Services
|
BUY
|
- |
3.78K+ 2.8% |
$413K - $439K
|
139K
$14.9M
|
|
Apr 22, 2022
Q1 2022
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
3.66K+ 21.54% |
$400K - $425K
|
20.6K
$2.22M
|
|
May 16, 2022
Q1 2022
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
3.63KNew |
$397K - $422K
|
3.63K
$391K
|
|
May 02, 2022
Q1 2022
|
Advisory Alpha, LLC
|
BUY
|
- |
3.62K+ 20.22% |
$395K - $420K
|
21.5K
$2.31M
|
|
May 12, 2022
Q1 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
3.57K+ 41.7% |
$391K - $415K
|
12.1K
$1.31M
|
|
May 12, 2022
Q1 2022
|
Ironwood Wealth Management, Llc.
|
BUY
|
- |
3.56K+ 25.89% |
$389K - $414K
|
17.3K
$1.86M
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
3.56K+ 397.1% |
$389K - $413K
|
4.45K
$479K
|
|
Apr 29, 2022
Q1 2022
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
3.54KNew |
$387K - $411K
|
3.54K
$381K
|
|
Apr 13, 2022
Q1 2022
|
Ellenbecker Investment Group
|
BUY
|
- |
3.51KNew |
$383K - $407K
|
3.51K
$377K
|
|
May 05, 2022
Q1 2022
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
3.48KNew |
$380K - $404K
|
3.48K
$374K
|
|
May 02, 2022
Q1 2022
|
Macroview Investment Management LLC
|
BUY
|
- |
3.46K+ 452.09% |
$379K - $402K
|
4.23K
$455K
|
|
Aug 25, 2022
Q1 2022
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
3.43K+ 35.59% |
$375K - $399K
|
13.1K
$1.41M
|
|
May 18, 2022
Q1 2022
|
Range Financial Group LLC
|
BUY
|
- |
3.43KNew |
$374K - $398K
|
3.43K
$368K
|
|
Apr 19, 2022
Q1 2022
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
3.4KNew |
$371K - $394K
|
3.4K
$365K
|
|
Apr 19, 2022
Q1 2022
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
3.39K+ 2.23% |
$371K - $394K
|
155K
$16.7M
|
|
May 12, 2022
Q1 2022
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
3.36K+ 69.43% |
$368K - $391K
|
8.2K
$882K
|
|
May 25, 2022
Q1 2022
|
L.M. Kohn & Company
|
BUY
|
- |
3.36KNew |
$367K - $390K
|
3.36K
$361K
|