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 16, 2022
Q1 2022
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
1.18K+ 12.36% |
$129K - $137K
|
10.7K
$1.14M
|
|
Apr 22, 2022
Q1 2022
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
1.16K+ 59.85% |
$127K - $135K
|
3.1K
$329K
|
|
Nov 06, 2024
Q1 2022
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
1.16K+ 17.62% |
$126K - $134K
|
7.72K
$820K
|
|
Apr 21, 2022
Q1 2022
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.12K+ 3.04% |
$123K - $130K
|
38K
$4.03M
|
|
Apr 06, 2022
Q1 2022
|
First Hawaiian Bank
|
BUY
|
- |
1.12K+ 6.67% |
$122K - $130K
|
17.9K
$1.89M
|
|
May 04, 2022
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.1K+ 15.61% |
$121K - $128K
|
8.17K
$867K
|
|
Jan 27, 2023
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.1K+ 15.61% |
$121K - $128K
|
8.17K
$867K
|
|
Apr 12, 2022
Q1 2022
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
1.04K+ 4.17% |
$114K - $121K
|
26K
$2.76M
|
|
May 13, 2022
Q1 2022
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
1.04K+ 16.67% |
$113K - $120K
|
7.26K
$770K
|
|
May 13, 2022
Q1 2022
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
1.03K+ 5.35% |
$113K - $120K
|
20.3K
$2.16M
|
|
May 04, 2022
Q1 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.03K+ 2.82% |
$113K - $120K
|
37.5K
$3.98M
|
|
May 13, 2022
Q1 2022
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
1.03K+ 18.87% |
$113K - $120K
|
6.48K
$688K
|
|
May 03, 2022
Q1 2022
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
1.02K+ 3.76% |
$111K - $118K
|
28.1K
$2.98M
|
|
May 16, 2022
Q1 2022
|
Smith Anglin Financial, LLC
|
BUY
|
- |
1.02K+ 38.52% |
$111K - $118K
|
3.66K
$389K
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.02K+ 7.06% |
$111K - $118K
|
15.4K
$1.64M
|
|
May 10, 2022
Q1 2022
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
1.02K+ 3.15% |
$111K - $118K
|
33.3K
$3.53M
|
|
May 11, 2022
Q1 2022
|
Hbc Financial Services, Pllc
|
BUY
|
- |
1.01K+ 0.77% |
$111K - $118K
|
133K
$14.2M
|
|
May 17, 2022
Q1 2022
|
Maple Capital Management, Inc.
|
BUY
|
- |
1.01K+ 25.72% |
$111K - $118K
|
4.95K
$525K
|
|
Apr 25, 2022
Q1 2022
|
Meritage Portfolio Management
|
BUY
|
- |
996+ 3.17% |
$109K - $116K
|
32.4K
$3.44M
|
|
Apr 26, 2022
Q1 2022
|
Arrow Financial Corp
|
BUY
|
- |
995+ 10.89% |
$109K - $116K
|
10.1K
$1.07M
|
|
Jan 19, 2023
Q1 2022
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
984+ 29.7% |
$108K - $114K
|
4.3K
$456K
|
|
May 03, 2022
Q1 2022
|
First National Trust CO
|
BUY
|
- |
982+ 12.03% |
$107K - $114K
|
9.14K
$970K
|
|
Apr 11, 2022
Q1 2022
|
Strategy Asset Managers LLC
|
BUY
|
- |
935+ 24.91% |
$102K - $109K
|
4.69K
$498K
|
|
May 16, 2022
Q1 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
926+ 26.23% |
$101K - $108K
|
4.46K
$473K
|
|
May 02, 2022
Q1 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
924+ 2.97% |
$101K - $107K
|
32K
$3.4M
|
|
May 13, 2022
Q1 2022
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
908+ 1.41% |
$99.3K - $105K
|
65.1K
$6.91M
|
|
May 11, 2022
Q1 2022
|
Lokken Investment Group LLC
|
BUY
|
- |
901+ 17.05% |
$98.5K - $105K
|
6.19K
$656K
|
|
Apr 25, 2022
Q1 2022
|
First Premier Bank
|
BUY
|
- |
900New |
$98.4K - $105K
|
900
$95.5K
|
|
Apr 20, 2022
Q1 2022
|
Hms Capital Management, LLC
|
BUY
|
- |
890+ 11.05% |
$97.3K - $103K
|
8.94K
$949K
|
|
May 02, 2022
Q1 2022
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
874+ 7.43% |
$95.6K - $102K
|
12.6K
$1.34M
|
|
Jun 17, 2022
Q1 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
861New |
$94.1K - $100K
|
861
$91.4K
|
|
May 16, 2022
Q1 2022
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
856+ 17.82% |
$93.6K - $99.5K
|
5.66K
$601K
|
|
Apr 07, 2022
Q1 2022
|
Vigilant Capital Management, LLC
|
BUY
|
- |
814+ 29.98% |
$89K - $94.6K
|
3.53K
$375K
|
|
May 02, 2022
Q1 2022
|
Capital Investment Counsel, Inc
|
BUY
|
- |
800New |
$87.5K - $92.9K
|
800
$84.9K
|
|
May 13, 2022
Q1 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
744+ 8.76% |
$81.3K - $86.4K
|
9.24K
$980K
|
|
May 05, 2022
Q1 2022
|
Uma Financial Services, Inc.
|
BUY
|
- |
743+ 4.21% |
$81.2K - $86.3K
|
18.4K
$1.95M
|
|
May 09, 2022
Q1 2022
|
Compass Advisory Group LLC
|
BUY
|
- |
742+ 7.78% |
$81.1K - $86.2K
|
10.3K
$1.09M
|
|
May 06, 2022
Q1 2022
|
Motco
|
BUY
|
- |
720New |
$78.7K - $83.6K
|
720
$76.4K
|
|
Apr 25, 2022
Q1 2022
|
Tnf LLC
|
BUY
|
- |
714+ 1.43% |
$78.1K - $83K
|
50.5K
$5.36M
|
|
May 12, 2022
Q1 2022
|
Sadoff Investment Management LLC
|
BUY
|
- |
673+ 1.53% |
$73.6K - $78.2K
|
44.8K
$4.75M
|
|
May 16, 2022
Q1 2022
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
656+ 16.82% |
$71.7K - $76.2K
|
4.56K
$483K
|
|
Apr 29, 2022
Q1 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
651+ 3.64% |
$71.2K - $75.6K
|
18.5K
$1.97M
|
|
Apr 25, 2022
Q1 2022
|
Tfo Tdc, LLC
|
BUY
|
- |
641+ 27.29% |
$70.1K - $74.5K
|
2.99K
$317K
|
|
May 16, 2022
Q1 2022
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
BUY
|
- |
628+ 3.56% |
$68.7K - $73K
|
18.3K
$1.94M
|
|
Apr 25, 2022
Q1 2022
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
620New |
$67.8K - $72K
|
620
$65.8K
|
|
May 06, 2022
Q1 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
617+ 1.08% |
$67.5K - $71.7K
|
57.7K
$6.12M
|
|
Apr 25, 2022
Q1 2022
|
Wavelength Capital Management, LLC
|
BUY
|
- |
600+ 0.52% |
$65.6K - $69.7K
|
115K
$12.2M
|
|
May 12, 2022
Q1 2022
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
BUY
|
- |
600+ 34.29% |
$65.6K - $69.7K
|
2.35K
$249K
|
|
May 16, 2022
Q1 2022
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
579+ 7.4% |
$63.3K - $67.3K
|
8.41K
$892K
|
|
Apr 18, 2022
Q1 2022
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
573+ 8.99% |
$62.6K - $66.6K
|
6.95K
$737K
|