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
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
573+ 8.99% |
$62.6K - $66.6K
|
6.95K
$740K
|
|
|
May 09, 2022
Q1 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
559+ 1.95% |
$61.1K - $64.9K
|
29.3K
$3.12M
|
|
|
May 10, 2022
Q1 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
555+ 18.19% |
$60.7K - $64.5K
|
3.61K
$384K
|
|
|
May 09, 2022
Q1 2022
|
Lindenwold Advisors
|
BUY
|
- |
552+ 5.29% |
$60.4K - $64.1K
|
11K
$1.17M
|
|
|
Apr 29, 2022
Q1 2022
|
Jnba Financial Advisors
|
BUY
|
- |
548+ 5.33% |
$59.9K - $63.7K
|
10.8K
$1.15M
|
|
|
May 06, 2022
Q1 2022
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
530+ 4.36% |
$57.9K - $61.6K
|
12.7K
$1.35M
|
|
|
Jul 17, 2024
Q1 2022
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
524+ 11.27% |
$57.3K - $60.9K
|
5.17K
$551K
|
|
|
Apr 21, 2022
Q1 2022
|
Ballast Advisors LLC
|
BUY
|
- |
500+ 31.67% |
$54.7K - $58.1K
|
2.08K
$221K
|
|
|
May 13, 2022
Q1 2022
|
Covington Capital Management
|
BUY
|
- |
485+ 5.14% |
$53K - $56.3K
|
9.92K
$1.06M
|
|
|
Apr 18, 2022
Q1 2022
|
Veracity Capital LLC
|
BUY
|
- |
482+ 4.22% |
$52.7K - $56K
|
11.9K
$1.27M
|
|
|
May 10, 2022
Q1 2022
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
475+ 19.23% |
$51.9K - $55.2K
|
2.95K
$314K
|
|
|
Apr 28, 2022
Q1 2022
|
Highland Private Wealth Management
|
BUY
|
- |
462+ 8.41% |
$50.5K - $53.7K
|
5.96K
$634K
|
|
|
May 10, 2022
Q1 2022
|
Horan Securities, Inc.
|
BUY
|
- |
459+ 27.45% |
$50.2K - $53.3K
|
2.13K
$227K
|
|
|
Apr 19, 2022
Q1 2022
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
456+ 5.77% |
$49.9K - $53K
|
8.36K
$891K
|
|
|
Apr 13, 2022
Q1 2022
|
Baldwin Brothers LLC
|
BUY
|
- |
455New |
$49.7K - $52.9K
|
455
$48.5K
|
|
|
May 09, 2022
Q1 2022
|
Dixon Hubard Feinour & Brown Inc
|
BUY
|
- |
455+ 11.19% |
$49.7K - $52.9K
|
4.52K
$482K
|
|
|
May 09, 2022
Q1 2022
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
454+ 22.07% |
$49.6K - $52.7K
|
2.51K
$268K
|
|
|
Apr 27, 2022
Q1 2022
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
442+ 8.97% |
$48.3K - $51.4K
|
5.37K
$572K
|
|
|
May 06, 2022
Q1 2022
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
425New |
$46.5K - $49.4K
|
425
$45.3K
|
|
|
May 10, 2022
Q1 2022
|
Northwest Capital Management Inc
|
BUY
|
- |
407+ 14.11% |
$44.5K - $47.3K
|
3.29K
$351K
|
|
|
Apr 14, 2022
Q1 2022
|
Signature Wealth Management Group
|
BUY
|
- |
392+ 8.54% |
$42.9K - $45.5K
|
4.98K
$531K
|
|
|
May 13, 2022
Q1 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
372New |
$40.7K - $43.2K
|
372
$39.6K
|
|
|
Apr 27, 2022
Q1 2022
|
Alta Wealth Advisors LLC
|
BUY
|
- |
369+ 14.53% |
$40.3K - $42.9K
|
2.91K
$310K
|
|
|
May 09, 2022
Q1 2022
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
366+ 4.41% |
$40K - $42.5K
|
8.66K
$923K
|
|
|
May 26, 2022
Q1 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
331+ 4.98% |
$36.2K - $38.5K
|
6.98K
$743K
|
|
|
May 16, 2022
Q1 2022
|
Portfolio Solutions, LLC
Troy, MI |
BUY
|
- |
331+ 0.15% |
$36.2K - $38.5K
|
221K
$23.5M
|
|
|
Apr 14, 2022
Q1 2022
|
Minot Wealth Management LLC
|
BUY
|
- |
327+ 6.88% |
$35.8K - $38K
|
5.08K
$541K
|
|
|
Apr 18, 2022
Q1 2022
|
Procyon Advisors, LLC
|
BUY
|
- |
326+ 2.42% |
$35.6K - $37.9K
|
13.8K
$1.47M
|
|
|
Apr 28, 2022
Q1 2022
|
Merriman Wealth Management, LLC
|
BUY
|
- |
317+ 8.75% |
$34.7K - $36.8K
|
3.94K
$420K
|
|
|
May 13, 2022
Q1 2022
|
Journey Advisory Group, LLC
|
BUY
|
- |
316+ 3.78% |
$34.5K - $36.7K
|
8.68K
$924K
|
|
|
May 04, 2022
Q1 2022
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
BUY
|
- |
314+ 0.9% |
$34.3K - $36.5K
|
35.3K
$3.76M
|
|
|
Apr 27, 2022
Q1 2022
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
303+ 1.74% |
$33.1K - $35.2K
|
17.7K
$1.89M
|
|
|
Apr 28, 2022
Q1 2022
|
Act Advisors, Llc.
|
BUY
|
- |
295+ 7.07% |
$32.3K - $34.3K
|
4.47K
$476K
|
|
|
Apr 28, 2022
Q1 2022
|
Sowa Financial Group, Inc.
Lincoln, RI |
BUY
|
- |
286+ 0.9% |
$31.3K - $33.2K
|
32.1K
$3.42M
|
|
|
May 11, 2022
Q1 2022
|
Wiser Wealth Management, Inc
|
BUY
|
- |
281+ 2.84% |
$30.7K - $32.6K
|
10.2K
$1.09M
|
|
|
Apr 18, 2022
Q1 2022
|
Verde Capital Management
|
BUY
|
- |
281+ 3.43% |
$30.7K - $32.6K
|
8.47K
$902K
|
|
|
May 02, 2022
Q1 2022
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
268+ 6.61% |
$29.3K - $31.1K
|
4.32K
$461K
|
|
|
Apr 06, 2022
Q1 2022
|
Advisory Resource Group
|
BUY
|
- |
256+ 2.02% |
$28K - $29.7K
|
12.9K
$1.38M
|
|
|
May 04, 2022
Q1 2022
|
Lyell Wealth Management, LP
|
BUY
|
- |
255+ 8.25% |
$27.9K - $29.6K
|
3.35K
$356K
|
|
|
Apr 18, 2022
Q1 2022
|
Archford Capital Strategies, LLC
|
BUY
|
- |
244+ 1.74% |
$26.7K - $28.3K
|
14.3K
$1.52M
|
|
|
May 16, 2022
Q1 2022
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
238+ 7.58% |
$26K - $27.7K
|
3.38K
$360K
|
|
|
May 06, 2022
Q1 2022
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
234New |
$25.6K - $27.2K
|
234
$24.9K
|
|
|
May 17, 2022
Q1 2022
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
233+ 2.47% |
$25.5K - $27.1K
|
9.66K
$1.03M
|
|
|
Apr 29, 2022
Q1 2022
|
Columbia Advisory Partners LLC
|
BUY
|
- |
226+ 5.26% |
$24.7K - $26.3K
|
4.52K
$482K
|
|
|
May 05, 2022
Q1 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
223New |
$24.4K - $25.9K
|
223
$23.8K
|
|
|
Apr 28, 2022
Q1 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
222+ 3.22% |
$24.3K - $25.8K
|
7.13K
$759K
|
|
|
May 10, 2022
Q1 2022
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
210+ 8.43% |
$23K - $24.4K
|
2.7K
$288K
|
|
|
May 06, 2022
Q1 2022
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
209+ 2.94% |
$22.8K - $24.3K
|
7.33K
$781K
|
|
|
Apr 12, 2022
Q1 2022
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
205New |
$22.4K - $23.8K
|
205
$21.8K
|
|
|
May 13, 2022
Q1 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
205+ 4.46% |
$22.4K - $23.8K
|
4.8K
$511K
|