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 18, 2022
Q1 2022
|
Curbstone Financial Management Corp
|
BUY
|
- |
2K+ 1.96% |
$219K - $232K
|
104K
$11.2M
|
|
|
May 02, 2022
Q1 2022
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
1.99KNew |
$217K - $231K
|
1.99K
$214K
|
|
|
Apr 28, 2022
Q1 2022
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
1.98K+ 4.13% |
$216K - $230K
|
49.9K
$5.36M
|
|
|
Apr 21, 2022
Q1 2022
|
Olio Financial Planning
|
BUY
|
- |
1.97K+ 2.94% |
$215K - $228K
|
68.9K
$7.41M
|
|
|
May 03, 2022
Q1 2022
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
1.95K+ 48.07% |
$214K - $227K
|
6.02K
$647K
|
|
|
Apr 15, 2022
Q1 2022
|
Regis Management CO LLC
|
BUY
|
- |
1.95K+ 6.56% |
$213K - $226K
|
31.6K
$3.4M
|
|
|
May 04, 2022
Q1 2022
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
1.92KNew |
$210K - $223K
|
1.92K
$206K
|
|
|
Apr 28, 2022
Q1 2022
|
Townsquare Capital LLC
|
BUY
|
- |
1.91K+ 11.94% |
$209K - $222K
|
17.9K
$1.93M
|
|
|
Apr 18, 2022
Q1 2022
|
Rockland Trust CO
|
BUY
|
- |
1.9KNew |
$208K - $221K
|
1.9K
$204K
|
|
|
Apr 15, 2022
Q1 2022
|
Paladin Advisory Group, LLC
|
BUY
|
- |
1.87KNew |
$205K - $218K
|
1.87K
$202K
|
|
|
May 10, 2022
Q1 2022
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
1.86KNew |
$203K - $216K
|
1.86K
$200K
|
|
|
May 05, 2022
Q1 2022
|
Anson Capital, Inc.
|
BUY
|
- |
1.85K+ 15.22% |
$203K - $215K
|
14K
$1.51M
|
|
|
May 10, 2022
Q1 2022
|
Lion Street Advisors, LLC
|
BUY
|
- |
1.85KNew |
$202K - $215K
|
1.85K
$199K
|
|
|
May 16, 2022
Q1 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
1.82K+ 114.5% |
$199K - $212K
|
3.42K
$367K
|
|
|
May 02, 2022
Q1 2022
|
Xml Financial, LLC
|
BUY
|
- |
1.81K+ 2.61% |
$198K - $211K
|
71.3K
$7.66M
|
|
|
Apr 28, 2022
Q1 2022
|
4 J Wealth Management LLC
|
BUY
|
- |
1.8K+ 11.36% |
$196K - $209K
|
17.6K
$1.89M
|
|
|
May 17, 2022
Q1 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.78K+ 14.17% |
$194K - $207K
|
14.3K
$1.54M
|
|
|
Dec 13, 2023
Q1 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.78K+ 14.17% |
$194K - $207K
|
14.3K
$1.54M
|
|
|
Apr 27, 2022
Q1 2022
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
1.73K+ 2.98% |
$190K - $201K
|
60K
$6.45M
|
|
|
Apr 14, 2022
Q1 2022
|
Rhs Financial, LLC
|
BUY
|
- |
1.73K+ 64.02% |
$189K - $201K
|
4.44K
$477K
|
|
|
May 02, 2022
Q1 2022
|
Axiom Financial Strategies, LLC
New Albany, IN |
BUY
|
- |
1.72K+ 1.8% |
$188K - $199K
|
97.1K
$10.4M
|
|
|
Apr 19, 2022
Q1 2022
|
Alhambra Investment Partners LLC
|
BUY
|
- |
1.71K+ 61.78% |
$186K - $198K
|
4.47K
$480K
|
|
|
Apr 20, 2022
Q1 2022
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
1.68K+ 7.8% |
$184K - $196K
|
23.3K
$2.5M
|
|
|
Apr 20, 2022
Q1 2022
|
Moneywise, Inc.
|
BUY
|
- |
1.66K+ 10.88% |
$181K - $193K
|
16.9K
$1.82M
|
|
|
May 06, 2022
Q1 2022
|
Auxano Advisors, LLC
|
BUY
|
- |
1.6K+ 5.67% |
$175K - $186K
|
29.8K
$3.2M
|
|
|
Apr 27, 2022
Q1 2022
|
Safir Wealth Advisors, LLC
|
BUY
|
- |
1.49K+ 6.86% |
$162K - $173K
|
23.1K
$2.49M
|
|
|
May 11, 2022
Q1 2022
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
1.45K+ 61.41% |
$158K - $168K
|
3.8K
$408K
|
|
|
Apr 25, 2022
Q1 2022
|
Transform Wealth, LLC
|
BUY
|
- |
1.44K+ 67.62% |
$158K - $168K
|
3.58K
$385K
|
|
|
May 12, 2022
Q1 2022
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
1.44K+ 6.25% |
$158K - $168K
|
24.5K
$2.64M
|
|
|
Apr 29, 2022
Q1 2022
|
Financial Strategies Group, Inc.
|
BUY
|
- |
1.43K+ 69.15% |
$156K - $166K
|
3.49K
$376K
|
|
|
May 04, 2022
Q1 2022
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
1.4K+ 49.37% |
$153K - $163K
|
4.24K
$456K
|
|
|
May 05, 2022
Q1 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
1.39K+ 29.14% |
$152K - $161K
|
6.16K
$662K
|
|
|
May 13, 2022
Q1 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.38K+ 14.45% |
$151K - $160K
|
10.9K
$1.18M
|
|
|
May 02, 2022
Q1 2022
|
Hudock, Inc.
|
BUY
|
- |
1.37K+ 1.47% |
$149K - $159K
|
94.4K
$10.1M
|
|
|
May 13, 2022
Q1 2022
|
Cypress Capital Management LLC
Greenville, DE |
BUY
|
- |
1.37K+ 4.94% |
$149K - $159K
|
29K
$3.12M
|
|
|
Apr 22, 2022
Q1 2022
|
Cypress Wealth Services, LLC
|
BUY
|
- |
1.35K+ 4.15% |
$148K - $157K
|
33.9K
$3.65M
|
|
|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
1.34K+ 3.93% |
$147K - $156K
|
35.5K
$3.82M
|
|
|
Apr 28, 2022
Q1 2022
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
1.34K+ 2.3% |
$146K - $155K
|
59.4K
$6.38M
|
|
|
Apr 06, 2022
Q1 2022
|
Telemus Capital, LLC
|
BUY
|
- |
1.33K+ 8.69% |
$145K - $155K
|
16.6K
$1.79M
|
|
|
May 05, 2022
Q1 2022
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
1.33K+ 44.17% |
$145K - $154K
|
4.33K
$465K
|
|
|
Apr 25, 2022
Q1 2022
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
1.32K+ 9.54% |
$144K - $153K
|
15.2K
$1.63M
|
|
|
May 09, 2022
Q1 2022
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
1.31K+ 3.31% |
$143K - $152K
|
40.8K
$4.38M
|
|
|
Apr 22, 2022
Q1 2022
|
Investment Partners, Ltd.
|
BUY
|
- |
1.28K+ 17.19% |
$140K - $148K
|
8.71K
$936K
|
|
|
May 03, 2022
Q1 2022
|
Edge Capital Group, LLC
|
BUY
|
- |
1.24K+ 71.87% |
$136K - $145K
|
2.98K
$320K
|
|
|
May 03, 2022
Q1 2022
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
1.24K+ 10.92% |
$136K - $144K
|
12.6K
$1.36M
|
|
|
Apr 28, 2022
Q1 2022
|
Exchange Capital Management, Inc.
|
BUY
|
- |
1.24K+ 8.72% |
$135K - $143K
|
15.4K
$1.66M
|
|
|
Apr 20, 2022
Q1 2022
|
Private Capital Management LLC
|
BUY
|
- |
1.22K+ 26.73% |
$133K - $142K
|
5.79K
$623K
|
|
|
Apr 19, 2022
Q1 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
1.21KNew |
$132K - $141K
|
1.21K
$130K
|
|
|
Apr 27, 2022
Q1 2022
|
Crewe Advisors LLC
|
BUY
|
- |
1.19K+ 61.25% |
$130K - $138K
|
3.13K
$337K
|
|
|
May 16, 2022
Q1 2022
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
1.18K+ 12.36% |
$129K - $137K
|
10.7K
$1.15M
|