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
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
32.9K+ 20.46% |
$3.82M - $3.88M
|
194K
$20.7M
|
|
|
Nov 02, 2021
Q3 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
32K+ 13.14% |
$3.71M - $3.77M
|
275K
$29.4M
|
|
|
Nov 15, 2021
Q3 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
31.2K+ 3.77% |
$3.62M - $3.68M
|
860K
$91.8M
|
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
30.7K+ 1.99% |
$3.57M - $3.62M
|
1.57M
$168M
|
|
|
Oct 27, 2021
Q3 2021
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
30.6K+ 8.86% |
$3.55M - $3.61M
|
376K
$40.1M
|
|
|
Nov 16, 2021
Q3 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
29.7K+ 16.39% |
$3.45M - $3.5M
|
211K
$22.5M
|
|
|
Nov 01, 2021
Q3 2021
|
Girard Partners Ltd.
|
BUY
|
- |
29.6K+ 760.83% |
$3.44M - $3.5M
|
33.5K
$3.58M
|
|
|
Nov 03, 2021
Q3 2021
|
Crestwood Advisors Group LLC
|
BUY
|
- |
28.9K+ 3.66% |
$3.35M - $3.41M
|
817K
$87.2M
|
|
|
Oct 26, 2021
Q3 2021
|
Klingenstein Fields & CO LP
|
BUY
|
- |
26.6KNew |
$3.09M - $3.14M
|
26.6K
$2.84M
|
|
|
Nov 15, 2021
Q3 2021
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
26K+ 9.53% |
$3.02M - $3.07M
|
299K
$31.9M
|
|
|
Nov 30, 2021
Q3 2021
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
25.6KNew |
$2.98M - $3.02M
|
25.6K
$2.74M
|
|
|
Nov 15, 2021
Q3 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
25K+ 103.03% |
$2.9M - $2.94M
|
49.2K
$5.25M
|
|
|
Nov 15, 2021
Q3 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
24.2K+ 19.46% |
$2.81M - $2.85M
|
148K
$15.8M
|
|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
23.9K+ 35.64% |
$2.78M - $2.82M
|
91K
$9.71M
|
|
|
Nov 12, 2021
Q3 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
23.6K+ 17.38% |
$2.74M - $2.78M
|
159K
$17M
|
|
|
Nov 15, 2021
Q3 2021
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
23.5K+ 24.2% |
$2.73M - $2.77M
|
120K
$12.9M
|
|
|
Nov 15, 2021
Q3 2021
|
Alera Investment Advisors, LLC
|
BUY
|
- |
22.8K+ 760.81% |
$2.65M - $2.69M
|
25.8K
$2.76M
|
|
|
Oct 27, 2021
Q3 2021
|
Lutz Financial Services LLC
|
BUY
|
- |
21.3K+ 29.25% |
$2.48M - $2.52M
|
94.3K
$10.1M
|
|
|
Oct 28, 2021
Q3 2021
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
21.2K+ 139.47% |
$2.46M - $2.5M
|
36.4K
$3.88M
|
|
|
Oct 18, 2021
Q3 2021
|
Symmetry Partners, LLC
|
BUY
|
- |
21.1K+ 12.63% |
$2.45M - $2.49M
|
188K
$20.1M
|
|
|
Oct 21, 2021
Q3 2021
|
Fifth Third Securities, Inc.
|
BUY
|
- |
20.9KNew |
$2.43M - $2.47M
|
20.9K
$2.23M
|
|
|
Nov 15, 2021
Q3 2021
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
20.4KNew |
$2.37M - $2.41M
|
20.4K
$2.18M
|
|
|
Nov 02, 2021
Q3 2021
|
Allworth Financial LP
|
BUY
|
- |
20.3K+ 9.24% |
$2.36M - $2.4M
|
240K
$25.6M
|
|
|
Nov 01, 2021
Q3 2021
|
Barber Financial Group, Inc.
|
BUY
|
- |
20.3K+ 12.52% |
$2.35M - $2.39M
|
182K
$19.4M
|
|
|
Nov 15, 2021
Q3 2021
|
First Ascent Asset Management, LLC
|
BUY
|
- |
20.1K+ 10.61% |
$2.33M - $2.37M
|
209K
$22.3M
|
|
|
Nov 10, 2021
Q3 2021
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
19.6K+ 15.02% |
$2.28M - $2.32M
|
150K
$16.1M
|
|
|
Nov 01, 2021
Q3 2021
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
19.4K+ 3127.95% |
$2.25M - $2.28M
|
20K
$2.13M
|
|
|
Nov 15, 2021
Q3 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
19.4K+ 4.98% |
$2.25M - $2.28M
|
408K
$43.6M
|
|
|
Nov 04, 2021
Q3 2021
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
19K+ 110.56% |
$2.21M - $2.24M
|
36.2K
$3.86M
|
|
|
Oct 18, 2021
Q3 2021
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
18.6K+ 14.98% |
$2.16M - $2.19M
|
143K
$15.2M
|
|
|
Nov 15, 2021
Q3 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
17.9K+ 16.62% |
$2.08M - $2.12M
|
126K
$13.4M
|
|
|
Nov 15, 2021
Q3 2021
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
17.5KNew |
$2.03M - $2.06M
|
17.5K
$1.86M
|
|
|
Mar 23, 2023
Q3 2021
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
17.4K+ 28.36% |
$2.02M - $2.05M
|
78.8K
$8.41M
|
|
|
Jun 21, 2023
Q3 2021
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
17.2KNew |
$2M - $2.03M
|
17.2K
$1.84M
|
|
|
Nov 22, 2021
Q3 2021
|
Comerica Bank
|
BUY
|
- |
17.1K+ 18.76% |
$1.98M - $2.01M
|
108K
$11.5M
|
|
|
Nov 12, 2021
Q3 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
16.9K+ 16.3% |
$1.96M - $1.99M
|
121K
$12.9M
|
|
|
Nov 12, 2021
Q3 2021
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
16.7K+ 49.47% |
$1.94M - $1.97M
|
50.5K
$5.39M
|
|
|
Nov 09, 2021
Q3 2021
|
Sawtooth Solutions, LLC
|
BUY
|
- |
16.5K+ 205.73% |
$1.91M - $1.94M
|
24.5K
$2.61M
|
|
|
Oct 06, 2021
Q3 2021
|
First National Bank Of Mount Dora, Trust Investment Services
|
BUY
|
- |
16.4K+ 15.83% |
$1.91M - $1.94M
|
120K
$12.8M
|
|
|
Oct 13, 2021
Q3 2021
|
Dt Investment Partners, LLC
|
BUY
|
- |
16.4K+ 12.65% |
$1.91M - $1.94M
|
146K
$15.6M
|
|
|
Oct 15, 2021
Q3 2021
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
16.2K+ 51.58% |
$1.88M - $1.91M
|
47.7K
$5.09M
|
|
|
Nov 15, 2021
Q3 2021
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
16.2K+ 167.55% |
$1.88M - $1.91M
|
25.9K
$2.76M
|
|
|
Nov 12, 2021
Q3 2021
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
15.5K+ 8.46% |
$1.8M - $1.83M
|
199K
$21.3M
|
|
|
Oct 13, 2021
Q3 2021
|
Capital Insight Partners, LLC
|
BUY
|
- |
14.5K+ 18.03% |
$1.69M - $1.71M
|
95K
$10.1M
|
|
|
Nov 15, 2021
Q3 2021
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
14.5K+ 4.05% |
$1.68M - $1.71M
|
372K
$39.7M
|
|
|
Nov 10, 2021
Q3 2021
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
14.1K+ 82.08% |
$1.64M - $1.66M
|
31.3K
$3.34M
|
|
|
Nov 12, 2021
Q3 2021
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
14K+ 7.6% |
$1.62M - $1.65M
|
198K
$21.1M
|
|
|
Oct 26, 2021
Q3 2021
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
13.5KNew |
$1.57M - $1.59M
|
13.5K
$1.44M
|
|
|
Oct 20, 2021
Q3 2021
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
12.9KNew |
$1.5M - $1.52M
|
12.9K
$1.38M
|
|
|
Oct 27, 2021
Q3 2021
|
Aspiriant, LLC
|
BUY
|
- |
12.8K+ 3.45% |
$1.49M - $1.51M
|
384K
$41M
|