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 08, 2021
Q3 2021
|
Brasada Capital Management, LP
Houston, TX |
BUY
|
- |
3.61KNew |
$419K - $426K
|
3.61K
$385K
|
|
Nov 12, 2021
Q3 2021
|
Jones Financial Companies Lllp
|
BUY
|
- |
3.6K+ 2.79% |
$418K - $425K
|
133K
$14.2M
|
|
Nov 15, 2021
Q3 2021
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
3.58K+ 7.22% |
$416K - $422K
|
53.2K
$5.68M
|
|
Oct 25, 2021
Q3 2021
|
Traynor Capital Management, Inc.
|
BUY
|
- |
3.56K+ 9.61% |
$413K - $419K
|
40.6K
$4.33M
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
3.56K+ 11.84% |
$413K - $419K
|
33.6K
$3.58M
|
|
Nov 12, 2021
Q3 2021
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
3.54K+ 30.6% |
$411K - $418K
|
15.1K
$1.61M
|
|
Nov 09, 2021
Q3 2021
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
3.5K+ 5.88% |
$407K - $413K
|
63.1K
$6.73M
|
|
Nov 10, 2021
Q3 2021
|
Comerica Securities,Inc.
|
BUY
|
- |
3.5K+ 11.02% |
$407K - $413K
|
35.3K
$3.77M
|
|
Nov 12, 2021
Q3 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
3.45KNew |
$400K - $407K
|
3.45K
$368K
|
|
Oct 12, 2021
Q3 2021
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
3.42KNew |
$397K - $404K
|
3.42K
$365K
|
|
Nov 12, 2021
Q3 2021
|
Prospera Financial Services Inc
|
BUY
|
- |
3.42K+ 16.2% |
$397K - $404K
|
24.6K
$2.62M
|
|
Nov 08, 2021
Q3 2021
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
3.39K+ 1033.84% |
$394K - $400K
|
3.72K
$397K
|
|
Oct 14, 2021
Q3 2021
|
Manning & Napier Group, LLC
|
BUY
|
- |
3.36K+ 1.75% |
$391K - $397K
|
196K
$20.9M
|
|
Nov 12, 2021
Q3 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.33K+ 0.99% |
$387K - $393K
|
339K
$36.2M
|
|
Nov 16, 2021
Q3 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
3.3K+ 71.05% |
$384K - $390K
|
7.95K
$849K
|
|
Nov 12, 2021
Q3 2021
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
3.29K+ 10.13% |
$382K - $388K
|
35.7K
$3.81M
|
|
Oct 18, 2024
Q3 2021
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
3.23K+ 6.47% |
$376K - $381K
|
53.2K
$5.68M
|
|
Oct 12, 2021
Q3 2021
|
Wesbanco Bank Inc
|
BUY
|
- |
3.2K+ 5.82% |
$371K - $377K
|
58.1K
$6.2M
|
|
Nov 09, 2021
Q3 2021
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
3.19K+ 37.91% |
$370K - $376K
|
11.6K
$1.24M
|
|
Oct 21, 2021
Q3 2021
|
Jag Capital Management, LLC
|
BUY
|
- |
3.18K+ 21.1% |
$369K - $375K
|
18.2K
$1.95M
|
|
Oct 29, 2021
Q3 2021
|
Archer Investment Corp
|
BUY
|
- |
3.1KNew |
$360K - $366K
|
3.1K
$331K
|
|
Nov 10, 2021
Q3 2021
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
3.08K+ 42.81% |
$357K - $363K
|
10.3K
$1.1M
|
|
Nov 01, 2021
Q3 2021
|
Bank Ozk
|
BUY
|
- |
3.08K+ 114.69% |
$357K - $363K
|
5.76K
$614K
|
|
Nov 15, 2021
Q3 2021
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
3.02K+ 2.04% |
$350K - $356K
|
151K
$16.1M
|
|
Oct 14, 2021
Q3 2021
|
Elm Partners Management LLC
|
BUY
|
- |
3K+ 25.99% |
$349K - $354K
|
14.6K
$1.55M
|
|
Oct 25, 2021
Q3 2021
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
2.99K+ 4.88% |
$347K - $352K
|
64.1K
$6.84M
|
|
Oct 14, 2021
Q3 2021
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
2.95KNew |
$342K - $347K
|
2.95K
$314K
|
|
Oct 29, 2021
Q3 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.93K+ 14.94% |
$340K - $346K
|
22.5K
$2.4M
|
|
Oct 20, 2021
Q3 2021
|
Stone X Group Inc.
|
BUY
|
- |
2.9K+ 8.64% |
$337K - $342K
|
36.5K
$3.89M
|
|
Nov 01, 2021
Q3 2021
|
Xml Financial, LLC
|
BUY
|
- |
2.86K+ 4.51% |
$333K - $338K
|
66.4K
$7.09M
|
|
Oct 01, 2021
Q3 2021
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
BUY
|
- |
2.86K+ 12.1% |
$332K - $337K
|
26.5K
$2.82M
|
|
Nov 15, 2021
Q3 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
2.85K+ 6.32% |
$331K - $336K
|
48K
$5.12M
|
|
Nov 01, 2021
Q3 2021
|
Exchange Capital Management, Inc.
|
BUY
|
- |
2.85K+ 16.06% |
$331K - $336K
|
20.6K
$2.2M
|
|
Nov 15, 2021
Q3 2021
|
Bouchey Financial Group LTD
|
BUY
|
- |
2.84K+ 5.14% |
$330K - $335K
|
58.1K
$6.2M
|
|
Nov 02, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
2.78K+ 7.03% |
$322K - $327K
|
42.2K
$4.51M
|
|
Nov 09, 2021
Q3 2021
|
Valmark Advisers, Inc.
|
BUY
|
- |
2.77K+ 8.51% |
$322K - $327K
|
35.4K
$3.77M
|
|
Nov 15, 2021
Q3 2021
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
2.74K+ 97.93% |
$319K - $324K
|
5.54K
$592K
|
|
Nov 15, 2021
Q3 2021
|
Stokes Family Office, LLC
|
BUY
|
- |
2.74K+ 72.99% |
$318K - $323K
|
6.49K
$692K
|
|
Oct 07, 2021
Q3 2021
|
First National Bank Of South Miami
|
BUY
|
- |
2.7K+ 11.07% |
$313K - $318K
|
27.1K
$2.89M
|
|
Nov 15, 2021
Q3 2021
|
Founders Financial Securities LLC
|
BUY
|
- |
2.66K+ 17.44% |
$309K - $313K
|
17.9K
$1.91M
|
|
Nov 04, 2021
Q3 2021
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
2.65KNew |
$308K - $313K
|
2.65K
$283K
|
|
Oct 18, 2021
Q3 2021
|
Autus Asset Management, LLC
|
BUY
|
- |
2.55K+ 14.82% |
$296K - $300K
|
19.7K
$2.1M
|
|
Nov 12, 2021
Q3 2021
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
2.54K+ 7.07% |
$295K - $300K
|
38.5K
$4.1M
|
|
Oct 29, 2021
Q3 2021
|
Good Life Advisors, LLC
|
BUY
|
- |
2.54KNew |
$295K - $299K
|
2.54K
$271K
|
|
Nov 10, 2021
Q3 2021
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
2.5KNew |
$290K - $295K
|
2.5K
$267K
|
|
Nov 12, 2021
Q3 2021
|
Amj Financial Wealth Management
Leesburg, VA |
BUY
|
- |
2.5K+ 31.84% |
$290K - $295K
|
10.3K
$1.1M
|
|
Nov 12, 2021
Q3 2021
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
2.48K+ 45.83% |
$288K - $292K
|
7.89K
$842K
|
|
Nov 12, 2021
Q3 2021
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
2.47K+ 13.48% |
$287K - $292K
|
20.8K
$2.22M
|
|
Oct 29, 2021
Q3 2021
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
2.47K+ 141.99% |
$287K - $292K
|
4.21K
$450K
|
|
Oct 22, 2021
Q3 2021
|
Pds Planning, Inc
|
BUY
|
- |
2.36K+ 7.91% |
$274K - $278K
|
32.2K
$3.44M
|