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 11, 2022
Q1 2022
|
Stone X Group Inc.
|
SELL
|
- |
-37.6KClosed |
$4.11M - $4.37M
|
0
$0
|
|
Apr 14, 2022
Q1 2022
|
Financial Planners Of Cleveland, Inc.
Mayfield Heights, OH |
SELL
|
- |
-38.6K- 22.75% |
$4.22M - $4.48M
|
131K
$13.9M
|
|
May 10, 2022
Q1 2022
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-40.2K- 18.53% |
$4.39M - $4.67M
|
177K
$18.8M
|
|
May 10, 2022
Q1 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-40.8K- 83.33% |
$4.46M - $4.74M
|
8.15K
$865K
|
|
May 16, 2022
Q1 2022
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-41.2K- 58.58% |
$4.51M - $4.79M
|
29.2K
$3.1M
|
|
Apr 19, 2022
Q1 2022
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-42K- 61.34% |
$4.6M - $4.88M
|
26.5K
$2.81M
|
|
May 20, 2022
Q1 2022
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-43.3K- 51.61% |
$4.73M - $5.03M
|
40.6K
$4.31M
|
|
May 12, 2022
Q1 2022
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-43.6K- 87.57% |
$4.77M - $5.07M
|
6.19K
$657K
|
|
May 02, 2022
Q1 2022
|
Insight Wealth Partners, LLC
|
SELL
|
- |
-44.6K- 70.33% |
$4.87M - $5.18M
|
18.8K
$2M
|
|
May 10, 2022
Q1 2022
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-45.4K- 59.24% |
$4.97M - $5.28M
|
31.3K
$3.32M
|
|
May 16, 2022
Q1 2022
|
1607 Capital Partners, LLC
Richmond, VA |
SELL
|
- |
-45.5K- 34.95% |
$4.97M - $5.29M
|
84.7K
$8.99M
|
|
May 11, 2022
Q1 2022
|
New World Advisors LLC
Hingham, MA |
SELL
|
- |
-46.6KClosed |
$5.09M - $5.41M
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-49.6K- 46.9% |
$5.43M - $5.77M
|
56.2K
$5.97M
|
|
Apr 25, 2022
Q1 2022
|
Regions Financial Corp
|
SELL
|
- |
-51.7K- 29.67% |
$5.65M - $6M
|
122K
$13M
|
|
Apr 14, 2022
Q1 2022
|
Mattern Wealth Management LLC
|
SELL
|
- |
-54.1K- 86.25% |
$5.91M - $6.28M
|
8.62K
$915K
|
|
May 06, 2022
Q1 2022
|
Crabel Capital Management, LLC
Milwaukee, WI |
SELL
|
- |
-55K- 82.97% |
$6.01M - $6.39M
|
11.3K
$1.2M
|
|
Apr 12, 2022
Q1 2022
|
Brookstone Capital Management
|
SELL
|
- |
-57K- 71.55% |
$6.24M - $6.63M
|
22.7K
$2.41M
|
|
May 13, 2022
Q1 2022
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-59.1K- 72.69% |
$6.46M - $6.87M
|
22.2K
$2.36M
|
|
Apr 27, 2022
Q1 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-59.2K- 4.98% |
$6.47M - $6.88M
|
1.13M
$120M
|
|
May 06, 2022
Q1 2022
|
Bouchey Financial Group LTD
|
SELL
|
- |
-59.7KClosed |
$6.52M - $6.93M
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-61KClosed |
$6.67M - $7.09M
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Entrust Global Partners L L C
New York, NY |
SELL
|
- |
-65.7K- 34.89% |
$7.19M - $7.64M
|
123K
$13M
|
|
May 16, 2022
Q1 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-69.6K- 6.36% |
$7.61M - $8.09M
|
1.02M
$109M
|
|
May 13, 2022
Q1 2022
|
Capstone Investment Advisors, LLC
New York, NY |
SELL
|
- |
-72.9KClosed |
$7.97M - $8.47M
|
0
$0
|
|
May 03, 2022
Q1 2022
|
Florin Court Capital LLP
|
SELL
|
- |
-78.7KClosed |
$8.6M - $9.14M
|
0
$0
|
|
Apr 22, 2022
Q1 2022
|
Truist Financial Corp
|
SELL
|
- |
-79.2K- 11.76% |
$8.66M - $9.21M
|
594K
$63.1M
|
|
May 05, 2022
Q1 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-81.4K- 79.89% |
$8.9M - $9.45M
|
20.5K
$2.17M
|
|
May 05, 2022
Q1 2022
|
Ifg Advisors, LLC
|
SELL
|
- |
-88.4K- 92.59% |
$9.66M - $10.3M
|
7.08K
$751K
|
|
May 12, 2022
Q1 2022
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-89.4K- 19.3% |
$9.77M - $10.4M
|
374K
$39.7M
|
|
May 02, 2022
Q1 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-98.8K- 42.11% |
$10.8M - $11.5M
|
136K
$14.4M
|
|
May 12, 2022
Q1 2022
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-107K- 72.87% |
$11.7M - $12.4M
|
39.7K
$4.21M
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
SELL
|
- |
-119K- 3.51% |
$13M - $13.9M
|
3.28M
$348M
|
|
Apr 19, 2022
Q1 2022
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-125KClosed |
$13.6M - $14.5M
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Old Mission Capital LLC
|
SELL
|
- |
-129KClosed |
$14.1M - $15M
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Advanced Research Investment Solutions, LLC
|
SELL
|
- |
-130KClosed |
$14.2M - $15.1M
|
0
$0
|
|
Apr 12, 2022
Q1 2022
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-148K- 17.65% |
$16.1M - $17.2M
|
689K
$73.2M
|
|
May 16, 2022
Q1 2022
|
Blue Crest Capital Management LTD
St Helier, Y9 |
SELL
|
- |
-159KClosed |
$17.3M - $18.4M
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-159KClosed |
$17.4M - $18.5M
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Us Bancorp \De\
|
SELL
|
- |
-169K- 6.26% |
$18.5M - $19.7M
|
2.54M
$269M
|
|
Oct 26, 2022
Q1 2022
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-178K- 94.12% |
$19.5M - $20.7M
|
11.1K
$1.18M
|
|
May 09, 2022
Q1 2022
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-203K- 47.98% |
$22.2M - $23.6M
|
220K
$23.3M
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-206K- 5.41% |
$22.5M - $23.9M
|
3.59M
$381M
|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-226K- 1.39% |
$24.7M - $26.3M
|
16M
$1.7B
|
|
Apr 25, 2022
Q1 2022
|
Bailard, Inc.
|
SELL
|
- |
-235K- 69.14% |
$25.7M - $27.3M
|
105K
$11.1M
|
|
May 13, 2022
Q1 2022
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-253K- 85.93% |
$27.7M - $29.4M
|
41.5K
$4.4M
|
|
Apr 29, 2022
Q1 2022
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-284K- 35.74% |
$31M - $33M
|
511K
$54.2M
|
|
May 12, 2022
Q1 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-302K- 4.33% |
$33M - $35.1M
|
6.67M
$708M
|
|
Apr 13, 2022
Q1 2022
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-351K- 11.86% |
$38.4M - $40.8M
|
2.61M
$277M
|
|
Jun 10, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.01M- 95.53% |
$110M - $117M
|
47.2K
$5.01M
|
|
May 16, 2022
Q1 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.01M- 10.57% |
$111M - $118M
|
8.58M
$911M
|