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 |
---|---|---|---|---|---|---|---|
May 10, 2022
Q1 2022
|
Ifs Advisors, LLC
|
SELL
|
- |
-13.9K- 99.01% |
$1.51M - $1.61M
|
139
$14.8K
|
|
Apr 18, 2022
Q1 2022
|
New England Guild Wealth Advisors, Inc.
|
SELL
|
- |
-14.1KClosed |
$1.54M - $1.64M
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Squarepoint Ops LLC
New York, NY |
SELL
|
- |
-14.2KClosed |
$1.56M - $1.65M
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-14.5K- 5.49% |
$1.59M - $1.69M
|
250K
$26.6M
|
|
May 16, 2022
Q1 2022
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-14.6K- 15.34% |
$1.59M - $1.69M
|
80.5K
$8.58M
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-15K- 63.49% |
$1.64M - $1.74M
|
8.61K
$917K
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-15.2K- 47.92% |
$1.66M - $1.76M
|
16.5K
$1.76M
|
|
Apr 12, 2022
Q1 2022
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-15.2K- 9.61% |
$1.66M - $1.76M
|
143K
$15.2M
|
|
May 16, 2022
Q1 2022
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-15.7K- 26.46% |
$1.72M - $1.82M
|
43.7K
$4.65M
|
|
Apr 26, 2022
Q1 2022
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-16.1K- 12.84% |
$1.76M - $1.87M
|
109K
$11.7M
|
|
May 05, 2022
Q1 2022
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-16.2K- 3.7% |
$1.77M - $1.88M
|
423K
$45M
|
|
May 09, 2022
Q1 2022
|
Dt Investment Partners, LLC
|
SELL
|
- |
-16.5K- 11.45% |
$1.8M - $1.91M
|
128K
$13.6M
|
|
Apr 29, 2022
Q1 2022
|
Lake Street Financial LLC
|
SELL
|
- |
-16.7KClosed |
$1.82M - $1.94M
|
0
$0
|
|
Apr 19, 2022
Q1 2022
|
Engrave Wealth Partners LLC
|
SELL
|
- |
-16.7K- 55.06% |
$1.83M - $1.95M
|
13.7K
$1.46M
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-17K- 11.36% |
$1.86M - $1.97M
|
133K
$14.1M
|
|
May 13, 2022
Q1 2022
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
SELL
|
- |
-17.2KClosed |
$1.88M - $2M
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-17.3KClosed |
$1.89M - $2.01M
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-17.5K- 3.24% |
$1.92M - $2.04M
|
524K
$55.8M
|
|
Apr 25, 2022
Q1 2022
|
Tufton Capital Management
|
SELL
|
- |
-17.6KClosed |
$1.93M - $2.05M
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Jag Capital Management, LLC
|
SELL
|
- |
-17.8KClosed |
$1.95M - $2.07M
|
0
$0
|
|
Apr 25, 2022
Q1 2022
|
Omega Financial Group, LLC
|
SELL
|
- |
-18.2KClosed |
$1.99M - $2.11M
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-18.2K- 10.29% |
$1.99M - $2.12M
|
159K
$16.9M
|
|
May 09, 2022
Q1 2022
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-18.3K- 37.11% |
$2M - $2.12M
|
31K
$3.3M
|
|
May 16, 2022
Q1 2022
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-18.3K- 64.75% |
$2M - $2.13M
|
9.96K
$1.06M
|
|
Apr 19, 2022
Q1 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-18.7K- 6.09% |
$2.04M - $2.17M
|
288K
$30.7M
|
|
Apr 18, 2022
Q1 2022
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-18.8K- 60.3% |
$2.06M - $2.19M
|
12.4K
$1.32M
|
|
May 12, 2022
Q1 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-19K- 55.19% |
$2.07M - $2.2M
|
15.4K
$1.64M
|
|
May 11, 2022
Q1 2022
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-19.6K- 33.39% |
$2.14M - $2.28M
|
39.1K
$4.17M
|
|
May 10, 2022
Q1 2022
|
Dravo Bay LLC
Wilmington, DE |
SELL
|
- |
-21.4K- 43.72% |
$2.34M - $2.49M
|
27.6K
$2.94M
|
|
May 02, 2022
Q1 2022
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-21.8K- 24.72% |
$2.39M - $2.54M
|
66.5K
$7.08M
|
|
Apr 25, 2022
Q1 2022
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-22.2KClosed |
$2.43M - $2.58M
|
0
$0
|
|
Apr 07, 2022
Q1 2022
|
Mc Adam, LLC
|
SELL
|
- |
-23.2K- 27.21% |
$2.54M - $2.7M
|
62.2K
$6.63M
|
|
Oct 27, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-24.3K- 0.44% |
$2.66M - $2.82M
|
5.44M
$580M
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-24.4K- 8.19% |
$2.66M - $2.83M
|
273K
$29.1M
|
|
Apr 27, 2022
Q1 2022
|
Helen Stephens Group, LLC
|
SELL
|
- |
-24.8K- 29.25% |
$2.71M - $2.88M
|
60K
$6.39M
|
|
Apr 11, 2022
Q1 2022
|
Apella Capital, LLC
|
SELL
|
- |
-24.9K- 18.92% |
$2.72M - $2.89M
|
107K
$11.4M
|
|
May 18, 2022
Q1 2022
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-25.1K- 18.37% |
$2.74M - $2.91M
|
111K
$11.9M
|
|
May 11, 2022
Q1 2022
|
Monumental Financial Group Inc.
|
SELL
|
- |
-25.3K- 87.04% |
$2.77M - $2.94M
|
3.77K
$401K
|
|
May 16, 2022
Q1 2022
|
Elequin Capital LP
New York, NY |
SELL
|
- |
-25.9KClosed |
$2.84M - $3.01M
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-26.3K- 16.72% |
$2.88M - $3.06M
|
131K
$14M
|
|
Apr 28, 2022
Q1 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-26.3K- 67.11% |
$2.88M - $3.06M
|
12.9K
$1.37M
|
|
Apr 22, 2022
Q1 2022
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-27.3K- 70.17% |
$2.99M - $3.18M
|
11.6K
$1.24M
|
|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-28.4K- 18.89% |
$3.11M - $3.3M
|
122K
$13M
|
|
May 03, 2022
Q1 2022
|
Motive Wealth Advisors
|
SELL
|
- |
-29K- 39.16% |
$3.17M - $3.36M
|
45K
$4.79M
|
|
May 02, 2022
Q1 2022
|
Strategic Equity Management
|
SELL
|
- |
-29.1K- 34.51% |
$3.18M - $3.38M
|
55.2K
$5.88M
|
|
Feb 08, 2024
Q1 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-29.2K- 65.97% |
$3.19M - $3.39M
|
15K
$1.6M
|
|
May 09, 2022
Q1 2022
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-29.7K- 49.66% |
$3.24M - $3.44M
|
30.1K
$3.2M
|
|
May 10, 2022
Q1 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-30.2K- 15.0% |
$3.3M - $3.51M
|
171K
$18.2M
|
|
Jun 08, 2022
Q1 2022
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-33.1K- 83.64% |
$3.62M - $3.85M
|
6.48K
$690K
|
|
Apr 11, 2022
Q1 2022
|
Rfg Holdings, Inc.
|
SELL
|
- |
-33.6KClosed |
$3.67M - $3.9M
|
0
$0
|