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 |
---|---|---|---|---|---|---|---|
Jul 14, 2022
Q1 2022
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
3.33K+ 26.75% |
$364K - $387K
|
15.8K
$1.7M
|
|
Apr 27, 2022
Q1 2022
|
Patron Partners, LLC
|
BUY
|
- |
3.31K+ 67.3% |
$362K - $385K
|
8.23K
$885K
|
|
Apr 14, 2022
Q1 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
3.31K+ 128.58% |
$362K - $384K
|
5.88K
$633K
|
|
Apr 27, 2022
Q1 2022
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
3.27K+ 36.81% |
$358K - $380K
|
12.2K
$1.31M
|
|
May 10, 2022
Q1 2022
|
Westshore Wealth, LLC
|
BUY
|
- |
3.27KNew |
$357K - $380K
|
3.27K
$352K
|
|
May 03, 2022
Q1 2022
|
Calamos Advisors LLC
|
BUY
|
- |
3.21KNew |
$351K - $373K
|
3.21K
$346K
|
|
May 10, 2022
Q1 2022
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.19K+ 30.4% |
$348K - $370K
|
13.7K
$1.47M
|
|
May 02, 2022
Q1 2022
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
3.1KNew |
$339K - $360K
|
3.1K
$334K
|
|
May 16, 2022
Q1 2022
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
3.06KNew |
$335K - $356K
|
3.06K
$329K
|
|
May 16, 2022
Q1 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.99K+ 15.73% |
$327K - $347K
|
22K
$2.37M
|
|
May 13, 2022
Q1 2022
|
Washington Trust Bank
|
BUY
|
- |
2.96KNew |
$324K - $344K
|
2.96K
$319K
|
|
Apr 26, 2022
Q1 2022
|
Diligent Investors, LLC
|
BUY
|
- |
2.95K+ 58.51% |
$323K - $343K
|
8K
$860K
|
|
Jun 08, 2022
Q1 2022
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
2.94K+ 19.73% |
$322K - $342K
|
17.9K
$1.92M
|
|
May 16, 2022
Q1 2022
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
2.94K+ 30.2% |
$321K - $341K
|
12.7K
$1.36M
|
|
May 12, 2022
Q1 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
2.93K+ 9.4% |
$320K - $340K
|
34.1K
$3.67M
|
|
May 11, 2022
Q1 2022
|
Aspireon Wealth Advisors
|
BUY
|
- |
2.84K+ 18.3% |
$311K - $330K
|
18.4K
$1.98M
|
|
May 12, 2022
Q1 2022
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
2.75KNew |
$301K - $319K
|
2.75K
$296K
|
|
May 05, 2022
Q1 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
2.74K+ 48.51% |
$300K - $319K
|
8.4K
$904K
|
|
May 10, 2022
Q1 2022
|
New Square Capital LLC
|
BUY
|
- |
2.74K+ 4.84% |
$299K - $318K
|
59.3K
$6.38M
|
|
Apr 08, 2022
Q1 2022
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
2.74K+ 45.46% |
$299K - $318K
|
8.76K
$943K
|
|
May 16, 2022
Q1 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
2.72K+ 8.15% |
$297K - $316K
|
36K
$3.88M
|
|
May 05, 2022
Q1 2022
|
Noesis Capital Mangement Corp
|
BUY
|
- |
2.7K+ 67.84% |
$295K - $314K
|
6.68K
$719K
|
|
May 16, 2022
Q1 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
2.69KNew |
$294K - $313K
|
2.69K
$290K
|
|
May 20, 2022
Q1 2022
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
2.69KNew |
$294K - $313K
|
2.69K
$289K
|
|
Apr 29, 2022
Q1 2022
|
Mcdonald Partners LLC
|
BUY
|
- |
2.63K+ 4537.93% |
$288K - $306K
|
2.69K
$289K
|
|
Apr 22, 2022
Q1 2022
|
Econ Financial Services Corp
|
BUY
|
- |
2.62K+ 16.57% |
$287K - $305K
|
18.5K
$1.99M
|
|
Apr 27, 2022
Q1 2022
|
Newport Capital Group, LLC
|
BUY
|
- |
2.55K+ 5.71% |
$279K - $297K
|
47.2K
$5.08M
|
|
Apr 28, 2022
Q1 2022
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
2.49K+ 97.65% |
$272K - $289K
|
5.04K
$542K
|
|
Aug 05, 2022
Q1 2022
|
Forum Private Client Group LLC
|
BUY
|
- |
2.45KNew |
$268K - $284K
|
2.45K
$263K
|
|
May 06, 2022
Q1 2022
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
2.44K+ 7.39% |
$267K - $283K
|
35.5K
$3.82M
|
|
May 12, 2022
Q1 2022
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
2.44KNew |
$266K - $283K
|
2.44K
$262K
|
|
May 13, 2022
Q1 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
2.37K+ 32.99% |
$259K - $276K
|
9.57K
$1.03M
|
|
May 13, 2022
Q1 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
2.37K+ 6.53% |
$259K - $275K
|
38.6K
$4.15M
|
|
May 11, 2022
Q1 2022
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
2.36KNew |
$258K - $274K
|
2.36K
$254K
|
|
Apr 28, 2022
Q1 2022
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
2.35KNew |
$257K - $273K
|
2.35K
$253K
|
|
May 12, 2022
Q1 2022
|
Renasant Bank
|
BUY
|
- |
2.35K+ 36.76% |
$257K - $273K
|
8.74K
$941K
|
|
Apr 28, 2022
Q1 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
2.31K+ 5.63% |
$253K - $269K
|
43.4K
$4.67M
|
|
Apr 26, 2022
Q1 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.31K+ 3.14% |
$253K - $268K
|
75.8K
$8.16M
|
|
May 10, 2022
Q1 2022
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
2.31K+ 10.26% |
$252K - $268K
|
24.8K
$2.67M
|
|
May 06, 2022
Q1 2022
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
2.3KNew |
$251K - $267K
|
2.3K
$247K
|
|
Apr 27, 2022
Q1 2022
|
Stone House Investment Management, LLC
|
BUY
|
- |
2.24KNew |
$245K - $261K
|
2.24K
$241K
|
|
May 10, 2022
Q1 2022
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
2.24K+ 3.36% |
$245K - $260K
|
68.9K
$7.41M
|
|
Apr 20, 2022
Q1 2022
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
2.24K+ 9.01% |
$245K - $260K
|
27.1K
$2.92M
|
|
Aug 11, 2022
Q1 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
2.22K+ 11.46% |
$242K - $257K
|
21.5K
$2.32M
|
|
Apr 21, 2022
Q1 2022
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
2.22K+ 14.94% |
$242K - $257K
|
17K
$1.83M
|
|
Apr 18, 2022
Q1 2022
|
West Financial Advisors, LLC
|
BUY
|
- |
2.14K+ 0.79% |
$234K - $248K
|
273K
$29.3M
|
|
May 10, 2022
Q1 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
2.08KNew |
$228K - $242K
|
2.08K
$224K
|
|
Feb 21, 2023
Q1 2022
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
2.08KNew |
$227K - $241K
|
2.08K
$223K
|
|
Apr 29, 2022
Q1 2022
|
Boyd Wealth Management, LLC
|
BUY
|
- |
2.05K+ 21.76% |
$224K - $238K
|
11.5K
$1.24M
|
|
Apr 04, 2022
Q1 2022
|
Fc Advisory LLC
|
BUY
|
- |
2.01K+ 11.54% |
$219K - $233K
|
19.4K
$2.09M
|