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 05, 2021
Q3 2021
|
Mission Wealth Management, LP
|
SELL
|
- |
-5.63K- 4.16% |
$653K - $663K
|
130K
$13.8M
|
|
|
Nov 04, 2021
Q3 2021
|
Prw Wealth Management LLC
|
SELL
|
- |
-5.72KClosed |
$664K - $674K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-5.95K- 7.48% |
$691K - $702K
|
73.6K
$7.85M
|
|
|
Oct 13, 2021
Q3 2021
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-5.96K- 18.07% |
$691K - $702K
|
27K
$2.88M
|
|
|
Nov 15, 2021
Q3 2021
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-5.97K- 40.77% |
$693K - $704K
|
8.67K
$925K
|
|
|
Nov 15, 2021
Q3 2021
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-6.05K- 29.85% |
$703K - $714K
|
14.2K
$1.52M
|
|
|
Nov 12, 2021
Q3 2021
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-7.46K- 49.28% |
$866K - $880K
|
7.68K
$819K
|
|
|
Nov 12, 2021
Q3 2021
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-7.49K- 23.92% |
$870K - $884K
|
23.8K
$2.54M
|
|
|
Nov 15, 2021
Q3 2021
|
Squarepoint Ops LLC
New York, NY |
SELL
|
- |
-7.53KClosed |
$875K - $888K
|
0
$0
|
|
|
Nov 03, 2021
Q3 2021
|
Estate Counselors, LLC
|
SELL
|
- |
-8.08K- 13.99% |
$938K - $953K
|
49.7K
$5.3M
|
|
|
Oct 18, 2021
Q3 2021
|
One Advisory Partners, LLC
|
SELL
|
- |
-8.09K- 10.76% |
$940K - $954K
|
67.1K
$7.16M
|
|
|
Nov 12, 2021
Q3 2021
|
Lgl Partners, LLC
West Conshohocken, PA |
SELL
|
- |
-8.13K- 54.44% |
$944K - $959K
|
6.81K
$726K
|
|
|
Oct 12, 2021
Q3 2021
|
Rfg Holdings, Inc.
|
SELL
|
- |
-8.43K- 20.43% |
$979K - $994K
|
32.8K
$3.5M
|
|
|
Nov 15, 2021
Q3 2021
|
Riverpoint Wealth Management Holdings, LLC
|
SELL
|
- |
-8.74K- 76.26% |
$1.02M - $1.03M
|
2.72K
$290K
|
|
|
Nov 15, 2021
Q3 2021
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-8.87K- 20.83% |
$1.03M - $1.05M
|
33.7K
$3.6M
|
|
|
Nov 15, 2021
Q3 2021
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-8.87K- 44.37% |
$1.03M - $1.05M
|
11.1K
$1.19M
|
|
|
Nov 15, 2021
Q3 2021
|
Btc Capital Management, Inc.
|
SELL
|
- |
-9.27K- 20.55% |
$1.08M - $1.09M
|
35.8K
$3.82M
|
|
|
Nov 08, 2021
Q3 2021
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-9.37K- 18.77% |
$1.09M - $1.1M
|
40.6K
$4.33M
|
|
|
Nov 15, 2021
Q3 2021
|
Wealthfront Advisers LLC
|
SELL
|
- |
-9.49K- 5.71% |
$1.1M - $1.12M
|
157K
$16.7M
|
|
|
Nov 09, 2021
Q3 2021
|
Concord Wealth Partners
|
SELL
|
- |
-9.49K- 35.37% |
$1.1M - $1.12M
|
17.3K
$1.85M
|
|
|
Oct 29, 2021
Q3 2021
|
Hartford Financial Management Inc.
|
SELL
|
- |
-9.62K- 26.91% |
$1.12M - $1.13M
|
26.1K
$2.79M
|
|
|
Nov 12, 2021
Q3 2021
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-9.7K- 67.34% |
$1.13M - $1.14M
|
4.7K
$502K
|
|
|
Oct 12, 2021
Q3 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-10.2KClosed |
$1.19M - $1.21M
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Biltmore Family Office, LLC
|
SELL
|
- |
-10.4K- 23.19% |
$1.21M - $1.22M
|
34.4K
$3.67M
|
|
|
Nov 04, 2021
Q3 2021
|
Hancock Whitney Corp
|
SELL
|
- |
-10.4K- 20.36% |
$1.21M - $1.23M
|
40.8K
$4.35M
|
|
|
Oct 08, 2021
Q3 2021
|
Collective Family Office LLC
|
SELL
|
- |
-10.9K- 22.96% |
$1.26M - $1.28M
|
36.5K
$3.9M
|
|
|
Oct 26, 2021
Q3 2021
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-11.5KClosed |
$1.33M - $1.35M
|
0
$0
|
|
|
Oct 14, 2021
Q3 2021
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-11.5KClosed |
$1.34M - $1.36M
|
0
$0
|
|
|
Oct 14, 2021
Q3 2021
|
Iam Advisory, LLC
|
SELL
|
- |
-11.5KClosed |
$1.34M - $1.36M
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-11.6K- 8.28% |
$1.34M - $1.36M
|
128K
$13.6M
|
|
|
Nov 15, 2021
Q3 2021
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-11.9K- 7.9% |
$1.38M - $1.4M
|
139K
$14.8M
|
|
|
Nov 16, 2021
Q3 2021
|
Ascendant Capital Management, LLC
Los Angeles, CA |
SELL
|
- |
-12K- 48.0% |
$1.39M - $1.42M
|
13K
$1.39M
|
|
|
Nov 12, 2021
Q3 2021
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-12.3K- 45.66% |
$1.43M - $1.45M
|
14.7K
$1.56M
|
|
|
Oct 29, 2021
Q3 2021
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-12.4K- 54.32% |
$1.44M - $1.46M
|
10.4K
$1.11M
|
|
|
Nov 16, 2021
Q3 2021
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-12.5K- 6.3% |
$1.45M - $1.47M
|
186K
$19.8M
|
|
|
Nov 15, 2021
Q3 2021
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-12.6K- 41.22% |
$1.46M - $1.48M
|
17.9K
$1.91M
|
|
|
Nov 09, 2021
Q3 2021
|
55 I, LLC
Boston, MA |
SELL
|
- |
-13.2K- 4.09% |
$1.53M - $1.55M
|
308K
$32.9M
|
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-13.6K- 31.46% |
$1.58M - $1.61M
|
29.7K
$3.17M
|
|
|
Oct 26, 2021
Q3 2021
|
Calamos Wealth Management LLC
|
SELL
|
- |
-13.7K- 47.2% |
$1.59M - $1.61M
|
15.3K
$1.63M
|
|
|
Nov 15, 2021
Q3 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-13.7K- 5.8% |
$1.59M - $1.62M
|
223K
$23.8M
|
|
|
Nov 09, 2021
Q3 2021
|
Robinson Capital Management, LLC
|
SELL
|
- |
-15K- 59.74% |
$1.74M - $1.77M
|
10.1K
$1.08M
|
|
|
Nov 05, 2021
Q3 2021
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-15.5K- 10.36% |
$1.8M - $1.83M
|
134K
$14.3M
|
|
|
Nov 16, 2021
Q3 2021
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-18.3K- 83.88% |
$2.13M - $2.16M
|
3.52K
$376K
|
|
|
Nov 12, 2021
Q3 2021
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-18.8KClosed |
$2.18M - $2.22M
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-19.9K- 6.86% |
$2.31M - $2.35M
|
270K
$28.8M
|
|
|
Oct 29, 2021
Q3 2021
|
Q3 Asset Management
|
SELL
|
- |
-20.4KClosed |
$2.37M - $2.41M
|
0
$0
|
|
|
Aug 16, 2024
Q3 2021
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-20.7K- 63.9% |
$2.4M - $2.44M
|
11.7K
$1.25M
|
|
|
Oct 13, 2021
Q3 2021
|
Hollencrest Capital Management
|
SELL
|
- |
-21.3KClosed |
$2.48M - $2.52M
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-23.6K- 12.27% |
$2.74M - $2.79M
|
169K
$18M
|
|
|
Nov 03, 2021
Q3 2021
|
Axiom Financial Strategies, LLC
New Albany, IN |
SELL
|
- |
-24.6K- 20.54% |
$2.86M - $2.91M
|
95.3K
$10.2M
|