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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2021
Q3 2021
|
Coldstream Capital Management Inc
|
SELL
|
- |
-419- 0.29% |
$48.7K - $49.4K
|
146K
$15.6M
|
|
|
Oct 14, 2021
Q3 2021
|
Davenport & CO LLC
|
SELL
|
- |
-419- 2.02% |
$48.7K - $49.4K
|
20.3K
$2.17M
|
|
|
Nov 15, 2021
Q3 2021
|
Aspireon Wealth Advisors
|
SELL
|
- |
-423- 2.82% |
$49.1K - $49.9K
|
14.6K
$1.55M
|
|
|
Nov 12, 2021
Q3 2021
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-437- 7.78% |
$50.7K - $51.5K
|
5.18K
$553K
|
|
|
Nov 12, 2021
Q3 2021
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-452- 2.06% |
$52.5K - $53.3K
|
21.5K
$2.29M
|
|
|
Nov 16, 2021
Q3 2021
|
E Rn Financial, LLC
|
SELL
|
- |
-462- 1.38% |
$53.6K - $54.5K
|
32.9K
$3.51M
|
|
|
Nov 12, 2021
Q3 2021
|
Tru Independence LLC
|
SELL
|
- |
-472Closed |
$54.8K - $55.7K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Personal Capital Advisors Corp
|
SELL
|
- |
-473- 10.58% |
$54.9K - $55.8K
|
4K
$426K
|
|
|
Jun 17, 2024
Q3 2021
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-473- 5.7% |
$54.9K - $55.8K
|
7.82K
$834K
|
|
|
Nov 15, 2021
Q3 2021
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-481Closed |
$55.9K - $56.7K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-497- 1.0% |
$57.7K - $58.6K
|
49.1K
$5.24M
|
|
|
Oct 28, 2021
Q3 2021
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-500- 2.55% |
$58.1K - $59K
|
19.1K
$2.04M
|
|
|
Nov 09, 2021
Q3 2021
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-500- 77.64% |
$58.1K - $59K
|
144
$15.4K
|
|
|
Oct 18, 2021
Q3 2021
|
Axiom Investment Management LLC
New York, NY |
SELL
|
- |
-505- 7.59% |
$58.6K - $59.6K
|
6.15K
$656K
|
|
|
Nov 03, 2021
Q3 2021
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-505- 0.99% |
$58.6K - $59.6K
|
50.4K
$5.38M
|
|
|
Nov 12, 2021
Q3 2021
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-511- 1.3% |
$59.3K - $60.3K
|
38.7K
$4.13M
|
|
|
Nov 12, 2021
Q3 2021
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-514- 7.27% |
$59.7K - $60.6K
|
6.55K
$699K
|
|
|
Nov 12, 2021
Q3 2021
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-516- 1.52% |
$59.9K - $60.9K
|
33.5K
$3.57M
|
|
|
Nov 10, 2021
Q3 2021
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-526- 16.31% |
$61.1K - $62K
|
2.7K
$288K
|
|
|
Nov 03, 2021
Q3 2021
|
Spectrum Management Group, LLC
|
SELL
|
- |
-534- 10.32% |
$62K - $63K
|
4.64K
$495K
|
|
|
Nov 04, 2021
Q3 2021
|
Private Portfolio Partners LLC
|
SELL
|
- |
-567- 1.1% |
$65.8K - $66.9K
|
50.7K
$5.42M
|
|
|
Mar 14, 2023
Q3 2021
|
Private Portfolio Partners LLC
|
SELL
|
- |
-568- 1.11% |
$66K - $67K
|
50.7K
$5.41M
|
|
|
Nov 01, 2021
Q3 2021
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-568- 3.75% |
$66K - $67K
|
14.6K
$1.55M
|
|
|
Nov 04, 2021
Q3 2021
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-572Closed |
$66.4K - $67.5K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-575- 4.86% |
$66.8K - $67.8K
|
11.3K
$1.2M
|
|
|
Nov 15, 2021
Q3 2021
|
Mount Lucas Management LP
Newtown, PA |
SELL
|
- |
-590- 6.05% |
$68.5K - $69.6K
|
9.16K
$977K
|
|
|
Oct 14, 2021
Q3 2021
|
Atwater Malick LLC
|
SELL
|
- |
-592- 22.04% |
$68.7K - $69.8K
|
2.09K
$223K
|
|
|
Nov 03, 2021
Q3 2021
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-614- 88.35% |
$71.3K - $72.4K
|
81
$8.64K
|
|
|
Oct 26, 2021
Q3 2021
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-624- 2.63% |
$72.5K - $73.6K
|
23.1K
$2.47M
|
|
|
Nov 17, 2021
Q3 2021
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-631- 5.92% |
$73.3K - $74.4K
|
10K
$1.07M
|
|
|
Nov 02, 2021
Q3 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-655- 6.5% |
$76.1K - $77.3K
|
9.43K
$1.01M
|
|
|
Nov 12, 2021
Q3 2021
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-696- 5.28% |
$80.8K - $82.1K
|
12.5K
$1.33M
|
|
|
Nov 12, 2021
Q3 2021
|
Fca Corp
Houston, TX |
SELL
|
- |
-696- 5.9% |
$80.8K - $82.1K
|
11.1K
$1.18M
|
|
|
Oct 26, 2021
Q3 2021
|
Cutler Group LP
|
SELL
|
- |
-700Closed |
$81.3K - $82.6K
|
0
$0
|
|
|
Nov 08, 2021
Q3 2021
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-722Closed |
$83.8K - $85.2K
|
0
$0
|
|
|
Nov 04, 2021
Q3 2021
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-745- 1.25% |
$86.5K - $87.9K
|
58.9K
$6.28M
|
|
|
Oct 04, 2021
Q3 2021
|
Penobscot Wealth Management
|
SELL
|
- |
-757- 21.15% |
$87.9K - $89.3K
|
2.82K
$301K
|
|
|
Nov 09, 2021
Q3 2021
|
Washington Trust CO
|
SELL
|
- |
-758- 19.51% |
$88K - $89.4K
|
3.13K
$334K
|
|
|
Oct 22, 2021
Q3 2021
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-769- 1.19% |
$89.3K - $90.7K
|
63.6K
$6.79M
|
|
|
Nov 01, 2021
Q3 2021
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-801- 17.44% |
$93K - $94.5K
|
3.79K
$405K
|
|
|
Oct 21, 2021
Q3 2021
|
Efficient Advisors, LLC
|
SELL
|
- |
-809- 5.23% |
$93.9K - $95.4K
|
14.7K
$1.56M
|
|
|
Nov 16, 2021
Q3 2021
|
Consultiva Wealth Management, Corp.
San Juan, PR |
SELL
|
- |
-813- 39.56% |
$94.4K - $95.9K
|
1.24K
$133K
|
|
|
Nov 15, 2021
Q3 2021
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-860- 13.48% |
$99.9K - $101K
|
5.52K
$589K
|
|
|
Oct 12, 2021
Q3 2021
|
Cva Family Office, LLC
|
SELL
|
- |
-861Closed |
$100K - $102K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-882- 66.22% |
$102K - $104K
|
450
$48K
|
|
|
Nov 12, 2021
Q3 2021
|
Bts Asset Management, Inc.
|
SELL
|
- |
-887- 19.54% |
$103K - $105K
|
3.65K
$390K
|
|
|
Oct 22, 2021
Q3 2021
|
Trust CO Of Vermont
|
SELL
|
- |
-892Closed |
$104K - $105K
|
0
$0
|
|
|
Oct 29, 2021
Q3 2021
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-901- 23.97% |
$105K - $106K
|
2.86K
$305K
|
|
|
Oct 21, 2021
Q3 2021
|
V Wealth Advisors LLC
|
SELL
|
- |
-905- 13.0% |
$105K - $107K
|
6.06K
$646K
|
|
|
Nov 03, 2021
Q3 2021
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-918- 1.0% |
$107K - $108K
|
90.8K
$9.69M
|