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 02, 2021
Q3 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
12.6K+ 26.11% |
$1.46M - $1.49M
|
60.8K
$6.49M
|
|
Oct 18, 2021
Q3 2021
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
12.5K+ 35.58% |
$1.45M - $1.48M
|
47.7K
$5.09M
|
|
Nov 15, 2021
Q3 2021
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
12.2K+ 72.45% |
$1.41M - $1.44M
|
29K
$3.09M
|
|
Oct 19, 2021
Q3 2021
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
12.2K+ 24.53% |
$1.41M - $1.43M
|
61.8K
$6.59M
|
|
Oct 15, 2021
Q3 2021
|
First Citizens Bank & Trust CO
|
BUY
|
- |
12.2K+ 17.85% |
$1.41M - $1.43M
|
80.2K
$8.56M
|
|
Nov 03, 2021
Q3 2021
|
Brookstone Capital Management
|
BUY
|
- |
11.4K+ 15.32% |
$1.32M - $1.34M
|
85.6K
$9.14M
|
|
Oct 28, 2021
Q3 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
11.2K+ 4.67% |
$1.3M - $1.32M
|
251K
$26.8M
|
|
Oct 21, 2021
Q3 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
11K+ 23.17% |
$1.28M - $1.3M
|
58.5K
$6.25M
|
|
Nov 10, 2021
Q3 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
10.7K+ 80.2% |
$1.24M - $1.26M
|
24.1K
$2.57M
|
|
Oct 13, 2021
Q3 2021
|
West Financial Advisors, LLC
|
BUY
|
- |
10.6K+ 3.36% |
$1.23M - $1.24M
|
325K
$34.6M
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
10K+ 8.37% |
$1.16M - $1.18M
|
130K
$13.9M
|
|
Oct 21, 2021
Q3 2021
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
9.94K+ 5.99% |
$1.15M - $1.17M
|
176K
$18.8M
|
|
Oct 12, 2021
Q3 2021
|
First Hawaiian Bank
|
BUY
|
- |
9.84K+ 151.61% |
$1.14M - $1.16M
|
16.3K
$1.74M
|
|
Nov 05, 2021
Q3 2021
|
Liquid Strategies, LLC
Atlanta, GA |
BUY
|
- |
9.82K+ 13.83% |
$1.14M - $1.16M
|
80.9K
$8.63M
|
|
Nov 09, 2021
Q3 2021
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
9.37KNew |
$1.09M - $1.11M
|
9.37K
$1M
|
|
Nov 04, 2021
Q3 2021
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
9.27KNew |
$1.08M - $1.09M
|
9.27K
$990K
|
|
Oct 29, 2021
Q3 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
9.22K+ 36.91% |
$1.07M - $1.09M
|
34.2K
$3.65M
|
|
Nov 12, 2021
Q3 2021
|
Austin Private Wealth, LLC
|
BUY
|
- |
9.14K+ 5.79% |
$1.06M - $1.08M
|
167K
$17.8M
|
|
Nov 12, 2021
Q3 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
9.12K+ 28.0% |
$1.06M - $1.08M
|
41.7K
$4.45M
|
|
Oct 19, 2021
Q3 2021
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
8.9K+ 411.47% |
$1.03M - $1.05M
|
11.1K
$1.18M
|
|
Nov 01, 2021
Q3 2021
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
8.72KNew |
$1.01M - $1.03M
|
8.72K
$931K
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
8.69K+ 17.38% |
$1.01M - $1.03M
|
58.7K
$6.26M
|
|
Nov 04, 2021
Q3 2021
|
Regions Financial Corp
|
BUY
|
- |
8.68K+ 6.81% |
$1.01M - $1.02M
|
136K
$14.5M
|
|
Nov 12, 2021
Q3 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
8.65K+ 9.73% |
$1M - $1.02M
|
97.5K
$10.4M
|
|
Nov 12, 2021
Q3 2021
|
Sns Financial Group, LLC
|
BUY
|
- |
8.55K+ 49.54% |
$992K - $1.01M
|
25.8K
$2.75M
|
|
Oct 27, 2021
Q3 2021
|
Spearhead Capital Advisors, LLC
Wellington, FL |
BUY
|
- |
8.54KNew |
$991K - $1.01M
|
8.54K
$911K
|
|
Oct 22, 2021
Q3 2021
|
James Investment Research Inc
|
BUY
|
- |
8.5K+ 30.02% |
$987K - $1M
|
36.8K
$3.93M
|
|
Nov 15, 2021
Q3 2021
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
8.4K+ 45.17% |
$975K - $990K
|
27K
$2.88M
|
|
Nov 16, 2021
Q3 2021
|
Motive Wealth Advisors
|
BUY
|
- |
8.33K+ 13.43% |
$968K - $983K
|
70.4K
$7.51M
|
|
Oct 26, 2021
Q3 2021
|
First Affirmative Financial Network
|
BUY
|
- |
8.3KNew |
$964K - $979K
|
8.3K
$886K
|
|
Oct 20, 2021
Q3 2021
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
8.3K+ 254.68% |
$964K - $979K
|
11.6K
$1.23M
|
|
Oct 18, 2021
Q3 2021
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
8.13K+ 254.14% |
$943K - $958K
|
11.3K
$1.21M
|
|
Nov 09, 2021
Q3 2021
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
7.87K+ 5.7% |
$914K - $928K
|
146K
$15.6M
|
|
Nov 02, 2021
Q3 2021
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
7.64K+ 10.08% |
$888K - $901K
|
83.5K
$8.9M
|
|
Nov 02, 2021
Q3 2021
|
Hms Capital Management, LLC
|
BUY
|
- |
7.62KNew |
$885K - $898K
|
7.62K
$813K
|
|
Nov 15, 2021
Q3 2021
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
7.6K+ 10.01% |
$882K - $896K
|
83.5K
$8.91M
|
|
Nov 03, 2021
Q3 2021
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
7.55KNew |
$876K - $890K
|
7.55K
$805K
|
|
Nov 02, 2021
Q3 2021
|
Hbc Financial Services, Pllc
|
BUY
|
- |
7.44K+ 6.58% |
$864K - $877K
|
121K
$12.9M
|
|
Oct 25, 2021
Q3 2021
|
Wbh Advisory Inc
|
BUY
|
- |
7.35K+ 217.5% |
$853K - $866K
|
10.7K
$1.14M
|
|
Nov 15, 2021
Q3 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
7.29K+ 32.55% |
$846K - $859K
|
29.7K
$3.17M
|
|
Oct 26, 2021
Q3 2021
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
7.28K+ 9.43% |
$845K - $858K
|
84.5K
$9.02M
|
|
Oct 29, 2021
Q3 2021
|
Brio Consultants, LLC
|
BUY
|
- |
7.03K+ 121.99% |
$816K - $829K
|
12.8K
$1.36M
|
|
Oct 26, 2021
Q3 2021
|
Ifg Advisors, LLC
|
BUY
|
- |
7.01K+ 5.9% |
$814K - $827K
|
126K
$13.4M
|
|
Oct 26, 2021
Q3 2021
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
7.01KNew |
$814K - $827K
|
7.01K
$748K
|
|
Nov 12, 2021
Q3 2021
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
6.99KNew |
$811K - $824K
|
6.99K
$746K
|
|
Oct 06, 2021
Q3 2021
|
Burt Wealth Advisors
|
BUY
|
- |
6.98K+ 23.01% |
$811K - $824K
|
37.3K
$3.98M
|
|
Nov 04, 2021
Q3 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
6.57K+ 5.73% |
$763K - $775K
|
121K
$12.9M
|
|
Nov 09, 2021
Q3 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
6.56K+ 75.04% |
$762K - $774K
|
15.3K
$1.63M
|
|
Oct 18, 2021
Q3 2021
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
6.56K+ 8.33% |
$762K - $774K
|
85.3K
$9.1M
|
|
Oct 20, 2021
Q3 2021
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
6.52K+ 37.54% |
$757K - $769K
|
23.9K
$2.55M
|