Purchases and Sales Made in Q3 2021 in Ishares National Muni Bond ETF (MUB)
This table provides information about the institutional ownership of Ishares National Muni Bond ETF (MUB) during Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Dec 13, 2023
Q3 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
141+ 1.51% |
$16.4K - $16.6K
|
9.51K
$1.01M
|
|
|
Nov 08, 2021
Q3 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
141+ 1.51% |
$16.4K - $16.6K
|
9.51K
$1.01M
|
|
|
Nov 12, 2021
Q3 2021
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
135+ 1.23% |
$15.7K - $15.9K
|
11.1K
$1.18M
|
|
|
Nov 02, 2021
Q3 2021
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
127+ 2.66% |
$14.7K - $15K
|
4.9K
$523K
|
|
|
Oct 12, 2021
Q3 2021
|
Renasant Bank
|
BUY
|
- |
127+ 2.03% |
$14.7K - $15K
|
6.39K
$682K
|
|
|
Oct 29, 2021
Q3 2021
|
Colorado Capital Management, Inc.
|
BUY
|
- |
118+ 0.53% |
$13.7K - $13.9K
|
22.2K
$2.37M
|
|
|
Nov 01, 2021
Q3 2021
|
Ballast Advisors LLC
|
BUY
|
- |
115+ 7.86% |
$13.4K - $13.6K
|
1.58K
$168K
|
|
|
Nov 15, 2021
Q3 2021
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
114+ 0.17% |
$13.2K - $13.4K
|
68.6K
$7.32M
|
|
|
Oct 28, 2021
Q3 2021
|
Compass Ion Advisors, LLC
|
BUY
|
- |
113+ 1.37% |
$13.1K - $13.3K
|
8.37K
$893K
|
|
|
Oct 22, 2021
Q3 2021
|
Spire Wealth Management
|
BUY
|
- |
103+ 0.2% |
$12K - $12.1K
|
50.4K
$5.37M
|
|
|
Oct 07, 2021
Q3 2021
|
Sowa Financial Group, Inc.
Lincoln, RI |
BUY
|
- |
102+ 0.31% |
$11.8K - $12K
|
32.5K
$3.47M
|
|
|
Oct 14, 2021
Q3 2021
|
Archford Capital Strategies, LLC
|
BUY
|
- |
100+ 0.72% |
$11.6K - $11.8K
|
14.1K
$1.5M
|
|
|
Nov 02, 2021
Q3 2021
|
Blue Chip Partners, Inc.
|
BUY
|
- |
99+ 0.43% |
$11.5K - $11.7K
|
23.3K
$2.49M
|
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
97+ 0.44% |
$11.3K - $11.4K
|
22.3K
$2.38M
|
|
|
Nov 09, 2021
Q3 2021
|
Compass Advisory Group LLC
|
BUY
|
- |
97+ 1.03% |
$11.3K - $11.4K
|
9.5K
$1.01M
|
|
|
Nov 12, 2021
Q3 2021
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
93+ 0.25% |
$10.8K - $11K
|
36.6K
$3.91M
|
|
|
Oct 13, 2021
Q3 2021
|
Veracity Capital LLC
|
BUY
|
- |
91+ 2.55% |
$10.6K - $10.7K
|
3.65K
$390K
|
|
|
Oct 18, 2021
Q3 2021
|
Act Advisors, Llc.
|
BUY
|
- |
87+ 2.05% |
$10.1K - $10.3K
|
4.33K
$462K
|
|
|
Oct 27, 2021
Q3 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
87+ 167.31% |
$10.1K - $10.3K
|
139
$14.8K
|
|
|
Oct 15, 2021
Q3 2021
|
Demars Financial Group, LLC
|
BUY
|
- |
80+ 3.96% |
$9.29K - $9.44K
|
2.1K
$224K
|
|
|
Oct 26, 2021
Q3 2021
|
Leavell Investment Management, Inc.
|
BUY
|
- |
79+ 3.41% |
$9.17K - $9.32K
|
2.4K
$256K
|
|
|
Oct 28, 2021
Q3 2021
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
76+ 3.21% |
$8.83K - $8.96K
|
2.44K
$261K
|
|
|
Oct 15, 2021
Q3 2021
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
76+ 0.69% |
$8.83K - $8.96K
|
11.1K
$1.19M
|
|
|
Oct 06, 2021
Q3 2021
|
Cooper Financial Group
|
BUY
|
- |
75+ 0.58% |
$8.71K - $8.85K
|
12.9K
$1.38M
|
|
|
Nov 09, 2021
Q3 2021
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
74+ 1.36% |
$8.59K - $8.73K
|
5.51K
$588K
|
|
|
Oct 04, 2021
Q3 2021
|
Enterprise Bank & Trust CO
|
BUY
|
- |
72+ 0.17% |
$8.36K - $8.49K
|
43.2K
$4.61M
|
|
|
Nov 12, 2021
Q3 2021
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
69+ 2.09% |
$8.01K - $8.14K
|
3.37K
$360K
|
|
|
Nov 04, 2021
Q3 2021
|
Iag Wealth Partners, LLC
|
BUY
|
- |
69+ 5.73% |
$8.01K - $8.14K
|
1.27K
$136K
|
|
|
Oct 15, 2021
Q3 2021
|
Vaughan & CO Securities, Inc.
|
BUY
|
- |
67+ 1.52% |
$7.78K - $7.9K
|
4.47K
$477K
|
|
|
Nov 02, 2021
Q3 2021
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
64+ 31.68% |
$7.43K - $7.55K
|
266
$28.4K
|
|
|
Oct 14, 2021
Q3 2021
|
First Citizens Financial Corp
|
BUY
|
- |
61+ 3.37% |
$7.08K - $7.19K
|
1.87K
$200K
|
|
|
Nov 12, 2021
Q3 2021
|
Hamilton Wealth, LLC
|
BUY
|
- |
60+ 1.99% |
$6.97K - $7.08K
|
3.08K
$328K
|
|
|
Oct 19, 2021
Q3 2021
|
4 J Wealth Management LLC
|
BUY
|
- |
59+ 0.38% |
$6.85K - $6.96K
|
15.5K
$1.65M
|
|
|
Nov 09, 2021
Q3 2021
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
56+ 0.87% |
$6.5K - $6.6K
|
6.49K
$693K
|
|
|
Nov 01, 2021
Q3 2021
|
Center For Asset Management LLC
|
BUY
|
- |
54+ 2.37% |
$6.27K - $6.37K
|
2.34K
$249K
|
|
|
Nov 10, 2021
Q3 2021
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
51+ 1.12% |
$5.92K - $6.01K
|
4.59K
$490K
|
|
|
Feb 22, 2022
Q3 2021
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
48+ 0.67% |
$5.57K - $5.66K
|
7.27K
$775K
|
|
|
Oct 27, 2021
Q3 2021
|
Trust CO Of Virginia
|
BUY
|
- |
45+ 0.71% |
$5.23K - $5.31K
|
6.35K
$677K
|
|
|
Oct 12, 2021
Q3 2021
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
42New |
$4.88K - $4.95K
|
42
$4.48K
|
|
|
Nov 15, 2021
Q3 2021
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
42+ 1.05% |
$4.88K - $4.95K
|
4.05K
$432K
|
|
|
Nov 10, 2021
Q3 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
40New |
$4.64K - $4.72K
|
40
$4.27K
|
|
|
Oct 13, 2021
Q3 2021
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
39+ 0.29% |
$4.53K - $4.6K
|
13.6K
$1.45M
|
|
|
Oct 21, 2021
Q3 2021
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
39+ 88.64% |
$4.53K - $4.6K
|
83
$8.86K
|
|
|
Oct 20, 2021
Q3 2021
|
Emerson Wealth, LLC
|
BUY
|
- |
36+ 0.97% |
$4.18K - $4.25K
|
3.73K
$398K
|
|
|
Nov 04, 2021
Q3 2021
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
34+ 1.21% |
$3.95K - $4.01K
|
2.85K
$305K
|
|
|
Oct 28, 2021
Q3 2021
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
34+ 0.34% |
$3.95K - $4.01K
|
9.96K
$1.06M
|
|
|
Oct 13, 2021
Q3 2021
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
34+ 1.35% |
$3.95K - $4.01K
|
2.56K
$273K
|
|
|
Nov 05, 2021
Q3 2021
|
Lokken Investment Group LLC
|
BUY
|
- |
31+ 0.75% |
$3.6K - $3.66K
|
4.18K
$446K
|
|
|
Oct 21, 2021
Q3 2021
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
27+ 20.93% |
$3.14K - $3.18K
|
156
$16.6K
|
|
|
Nov 03, 2021
Q3 2021
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
25+ 0.44% |
$2.9K - $2.95K
|
5.69K
$607K
|