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 09, 2022
Q1 2022
|
Albion Financial Group
|
BUY
|
- |
8.48K+ 3606.38% |
$927K - $985K
|
8.71K
$924K
|
|
May 13, 2022
Q1 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
8.44K+ 19.58% |
$923K - $981K
|
51.6K
$5.47M
|
|
May 12, 2022
Q1 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
8.25K+ 130.01% |
$902K - $958K
|
14.6K
$1.55M
|
|
May 10, 2022
Q1 2022
|
Country Club Bank
|
BUY
|
- |
8.24KNew |
$901K - $957K
|
8.24K
$875K
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
8.24K+ 33.47% |
$901K - $957K
|
32.9K
$3.49M
|
|
Apr 26, 2022
Q1 2022
|
Solidarilty Wealth, LLC
Lehi, UT |
BUY
|
- |
8.19KNew |
$895K - $951K
|
8.19K
$869K
|
|
May 24, 2022
Q1 2022
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
8.06KNew |
$881K - $936K
|
8.06K
$855K
|
|
May 04, 2022
Q1 2022
|
Aua Capital Management, LLC
Camp Hill, PA |
BUY
|
- |
7.98K+ 13.34% |
$873K - $928K
|
67.8K
$7.2M
|
|
May 16, 2022
Q1 2022
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
7.98K+ 23.81% |
$873K - $927K
|
41.5K
$4.4M
|
|
May 03, 2022
Q1 2022
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
7.89K+ 2.75% |
$863K - $917K
|
294K
$31.3M
|
|
May 09, 2022
Q1 2022
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
7.88KNew |
$861K - $915K
|
7.88K
$836K
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
7.64K+ 22.88% |
$836K - $888K
|
41K
$4.36M
|
|
May 13, 2022
Q1 2022
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
7.62K+ 8.57% |
$834K - $886K
|
96.6K
$10.2M
|
|
May 13, 2022
Q1 2022
|
Client First Capital LLC
|
BUY
|
- |
7.54K+ 110.84% |
$824K - $876K
|
14.3K
$1.52M
|
|
May 10, 2022
Q1 2022
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
7.37K+ 5.53% |
$806K - $857K
|
141K
$14.9M
|
|
Sep 06, 2024
Q1 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
7.2KNew |
$787K - $836K
|
7.2K
$764K
|
|
Apr 19, 2022
Q1 2022
|
Wedbush Securities Inc
|
BUY
|
- |
7.16K+ 20.69% |
$783K - $832K
|
41.8K
$4.44M
|
|
May 10, 2022
Q1 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
7.01KNew |
$767K - $815K
|
7.01K
$744K
|
|
May 02, 2022
Q1 2022
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
6.86K+ 140.27% |
$750K - $797K
|
11.8K
$1.25M
|
|
May 11, 2022
Q1 2022
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
6.75K+ 18.87% |
$738K - $784K
|
42.5K
$4.51M
|
|
May 19, 2022
Q1 2022
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
6.71KNew |
$733K - $779K
|
6.71K
$712K
|
|
May 10, 2022
Q1 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
6.67K+ 130.32% |
$729K - $774K
|
11.8K
$1.25M
|
|
Apr 13, 2022
Q1 2022
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
6.57K+ 209.74% |
$718K - $763K
|
9.7K
$1.03M
|
|
Apr 21, 2022
Q1 2022
|
Keystone Wealth Services, LLC
|
BUY
|
- |
6.38K+ 19.75% |
$698K - $742K
|
38.7K
$4.11M
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
6.33K+ 51.46% |
$692K - $736K
|
18.6K
$1.98M
|
|
May 16, 2022
Q1 2022
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
6.31KNew |
$690K - $733K
|
6.31K
$669K
|
|
Apr 14, 2022
Q1 2022
|
Gen Trust, LLC
|
BUY
|
- |
6.15K+ 6.48% |
$672K - $715K
|
101K
$10.7M
|
|
May 06, 2022
Q1 2022
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
6.11K+ 80.12% |
$668K - $709K
|
13.7K
$1.46M
|
|
May 13, 2022
Q1 2022
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
6.05K+ 17.97% |
$661K - $703K
|
39.7K
$4.22M
|
|
Apr 20, 2022
Q1 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
6.05K+ 4.89% |
$661K - $703K
|
130K
$13.8M
|
|
May 11, 2022
Q1 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
5.96K+ 159.78% |
$652K - $693K
|
9.7K
$1.03M
|
|
Oct 18, 2024
Q1 2022
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
5.82K+ 10.38% |
$636K - $676K
|
61.8K
$6.56M
|
|
Apr 07, 2022
Q1 2022
|
Weitzel Financial Services, Inc.
|
BUY
|
- |
5.81K+ 8.62% |
$635K - $675K
|
73.3K
$7.77M
|
|
May 10, 2022
Q1 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
5.77K+ 32.28% |
$631K - $671K
|
23.7K
$2.51M
|
|
May 13, 2022
Q1 2022
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
5.75K+ 6.89% |
$628K - $667K
|
89.1K
$9.45M
|
|
May 04, 2022
Q1 2022
|
Stephens Inc
|
BUY
|
- |
5.68K+ 9.21% |
$621K - $660K
|
67.3K
$7.15M
|
|
Nov 14, 2022
Q1 2022
|
Brown Advisory Inc
|
BUY
|
- |
5.57K+ 67.74% |
$609K - $648K
|
13.8K
$1.46M
|
|
Apr 15, 2022
Q1 2022
|
Columbia Trust CO 01012016
|
BUY
|
- |
5.57K+ 26.98% |
$609K - $647K
|
26.2K
$2.78M
|
|
Feb 01, 2023
Q1 2022
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
5.55K+ 58.83% |
$607K - $645K
|
15K
$1.59M
|
|
May 02, 2022
Q1 2022
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
5.45K+ 31.69% |
$595K - $633K
|
22.6K
$2.4M
|
|
May 13, 2022
Q1 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
5.36K+ 2.09% |
$586K - $623K
|
261K
$27.7M
|
|
May 13, 2022
Q1 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
5.3KNew |
$579K - $616K
|
5.3K
$562K
|
|
May 02, 2022
Q1 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
5.25K+ 5.96% |
$574K - $610K
|
93.4K
$9.91M
|
|
May 12, 2022
Q1 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
5.25K+ 6.59% |
$574K - $610K
|
84.8K
$9.01M
|
|
May 12, 2022
Q1 2022
|
Beta Wealth Group, Inc.
|
BUY
|
- |
5.13KNew |
$561K - $596K
|
5.13K
$545K
|
|
Apr 27, 2022
Q1 2022
|
Girard Partners Ltd.
|
BUY
|
- |
5.13K+ 13.12% |
$561K - $596K
|
44.2K
$4.69M
|
|
May 16, 2022
Q1 2022
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
5.06KNew |
$553K - $588K
|
5.06K
$537K
|
|
May 13, 2022
Q1 2022
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
5K+ 3.0% |
$547K - $581K
|
172K
$18.2M
|
|
May 12, 2022
Q1 2022
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
5K+ 125.03% |
$547K - $581K
|
9K
$955K
|
|
May 17, 2022
Q1 2022
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
4.97K+ 40.68% |
$543K - $578K
|
17.2K
$1.82M
|