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 15, 2021
Q3 2021
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-2.42KClosed |
$280K - $285K
|
0
$0
|
|
|
Nov 16, 2021
Q3 2021
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-2.43KClosed |
$282K - $286K
|
0
$0
|
|
|
Oct 12, 2021
Q3 2021
|
Windsor Group LTD
|
SELL
|
- |
-2.43K- 8.27% |
$282K - $286K
|
26.9K
$2.87M
|
|
|
Oct 28, 2021
Q3 2021
|
M&T Bank Corp
|
SELL
|
- |
-2.51K- 2.38% |
$291K - $295K
|
103K
$11M
|
|
|
Oct 08, 2021
Q3 2021
|
Hbw Advisory Services LLC
|
SELL
|
- |
-2.56KClosed |
$298K - $302K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-2.7K- 2.36% |
$313K - $318K
|
112K
$11.9M
|
|
|
Nov 10, 2021
Q3 2021
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-2.71K- 22.66% |
$314K - $319K
|
9.23K
$985K
|
|
|
Nov 12, 2021
Q3 2021
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-2.73K- 5.44% |
$316K - $321K
|
47.4K
$5.05M
|
|
|
Nov 15, 2021
Q3 2021
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.75K- 13.21% |
$319K - $324K
|
18K
$1.93M
|
|
|
Nov 15, 2021
Q3 2021
|
Menard Financial Group LLC
Houston, TX |
SELL
|
- |
-2.82KClosed |
$327K - $332K
|
0
$0
|
|
|
Dec 14, 2021
Q3 2021
|
Strategy Asset Managers LLC
|
SELL
|
- |
-2.83K- 37.64% |
$329K - $334K
|
4.69K
$500K
|
|
|
Oct 12, 2021
Q3 2021
|
Moneywise, Inc.
|
SELL
|
- |
-2.87K- 14.32% |
$333K - $338K
|
17.2K
$1.83M
|
|
|
Nov 02, 2021
Q3 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-2.95K- 23.04% |
$342K - $348K
|
9.85K
$1.05M
|
|
|
Nov 15, 2021
Q3 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-2.96K- 99.83% |
$343K - $349K
|
5
$534
|
|
|
Nov 03, 2021
Q3 2021
|
Duncker Streett & CO Inc
|
SELL
|
- |
-3.02K- 15.3% |
$351K - $356K
|
16.7K
$1.79M
|
|
|
Nov 15, 2021
Q3 2021
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-3.03K- 2.95% |
$352K - $358K
|
99.7K
$10.6M
|
|
|
Nov 15, 2021
Q3 2021
|
Chai Trust CO LLC
Chicago, IL |
SELL
|
- |
-3.06KClosed |
$355K - $360K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-3.07K- 18.16% |
$356K - $362K
|
13.8K
$1.47M
|
|
|
Oct 19, 2021
Q3 2021
|
Paragon Capital Management LTD
|
SELL
|
- |
-3.08K- 14.72% |
$358K - $363K
|
17.8K
$1.9M
|
|
|
Nov 09, 2021
Q3 2021
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-3.11K- 2.1% |
$361K - $366K
|
145K
$15.4M
|
|
|
Nov 12, 2021
Q3 2021
|
Savant Capital, LLC
|
SELL
|
- |
-3.23K- 10.12% |
$375K - $381K
|
28.7K
$3.06M
|
|
|
Nov 10, 2021
Q3 2021
|
Rice Partnership, LLC
|
SELL
|
- |
-3.33K- 55.42% |
$386K - $392K
|
2.68K
$285K
|
|
|
Oct 07, 2021
Q3 2021
|
Anderson Hoagland & CO
|
SELL
|
- |
-3.35K- 37.55% |
$389K - $395K
|
5.57K
$594K
|
|
|
Dec 15, 2021
Q3 2021
|
Caprin Asset Management LLC
Henrico, VA |
SELL
|
- |
-3.4K- 1.71% |
$394K - $401K
|
195K
$20.9M
|
|
|
Nov 15, 2021
Q3 2021
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-3.42K- 1.29% |
$397K - $403K
|
261K
$27.8M
|
|
|
Nov 07, 2022
Q3 2021
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-3.53K- 7.14% |
$410K - $417K
|
46K
$4.91M
|
|
|
Oct 20, 2021
Q3 2021
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-3.56K- 5.03% |
$413K - $419K
|
67.1K
$7.16M
|
|
|
Nov 15, 2021
Q3 2021
|
Townsquare Capital LLC
|
SELL
|
- |
-3.6K- 19.75% |
$418K - $424K
|
14.6K
$1.56M
|
|
|
Oct 20, 2021
Q3 2021
|
Piershale Financial Group, Inc.
|
SELL
|
- |
-3.68KClosed |
$428K - $434K
|
0
$0
|
|
|
Oct 26, 2021
Q3 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-3.74K- 41.63% |
$434K - $441K
|
5.25K
$560K
|
|
|
Nov 05, 2021
Q3 2021
|
Crestone Asset Management LLC
|
SELL
|
- |
-3.84K- 51.11% |
$446K - $453K
|
3.68K
$392K
|
|
|
Oct 28, 2021
Q3 2021
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-3.9K- 29.42% |
$453K - $460K
|
9.35K
$997K
|
|
|
Nov 05, 2021
Q3 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-3.96K- 3.12% |
$459K - $467K
|
123K
$13.1M
|
|
|
Oct 21, 2021
Q3 2021
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-4K- 22.03% |
$465K - $472K
|
14.2K
$1.51M
|
|
|
Oct 13, 2021
Q3 2021
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-4.05K- 11.07% |
$470K - $477K
|
32.5K
$3.47M
|
|
|
Nov 12, 2021
Q3 2021
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-4.09K- 9.8% |
$474K - $482K
|
37.6K
$4.01M
|
|
|
Nov 18, 2021
Q3 2021
|
Wealthsource Partners, LLC
|
SELL
|
- |
-4.09K- 8.2% |
$475K - $483K
|
45.8K
$4.89M
|
|
|
Nov 15, 2021
Q3 2021
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-4.15K- 14.71% |
$482K - $490K
|
24.1K
$2.57M
|
|
|
Oct 28, 2021
Q3 2021
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-4.19KClosed |
$487K - $495K
|
0
$0
|
|
|
Nov 08, 2021
Q3 2021
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-4.35K- 5.1% |
$506K - $514K
|
81.1K
$8.65M
|
|
|
Oct 20, 2021
Q3 2021
|
Regis Management CO LLC
|
SELL
|
- |
-4.48K- 13.09% |
$520K - $528K
|
29.7K
$3.17M
|
|
|
Nov 05, 2021
Q3 2021
|
Adviser Investments LLC
|
SELL
|
- |
-4.79K- 39.47% |
$557K - $565K
|
7.35K
$785K
|
|
|
Oct 26, 2021
Q3 2021
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-4.83K- 0.87% |
$561K - $569K
|
550K
$58.7M
|
|
|
Oct 14, 2021
Q3 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-4.83K- 10.23% |
$561K - $570K
|
42.4K
$4.52M
|
|
|
Oct 28, 2021
Q3 2021
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-4.92K- 28.51% |
$572K - $581K
|
12.3K
$1.32M
|
|
|
Nov 05, 2021
Q3 2021
|
Citizens Financial Group Inc
|
SELL
|
- |
-4.97KClosed |
$577K - $586K
|
0
$0
|
|
|
Nov 01, 2021
Q3 2021
|
Qcm Cayman, Ltd.
|
SELL
|
- |
-5.03KClosed |
$585K - $594K
|
0
$0
|
|
|
Nov 03, 2021
Q3 2021
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-5.04K- 42.13% |
$585K - $594K
|
6.92K
$738K
|
|
|
Oct 14, 2021
Q3 2021
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-5.4K- 16.0% |
$627K - $637K
|
28.4K
$3.03M
|
|
|
Oct 27, 2021
Q3 2021
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-5.45K- 24.49% |
$632K - $642K
|
16.8K
$1.79M
|