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 |
|---|---|---|---|---|---|---|---|
|
Oct 27, 2021
Q3 2021
|
Stephens Inc
|
BUY
|
- |
1.48K+ 2.77% |
$172K - $175K
|
55K
$5.87M
|
|
|
Oct 21, 2021
Q3 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.48K+ 33.08% |
$171K - $174K
|
5.93K
$633K
|
|
|
Nov 09, 2021
Q3 2021
|
Phillips Financial Management, LLC
|
BUY
|
- |
1.42K+ 3.1% |
$165K - $167K
|
47.2K
$5.04M
|
|
|
Oct 07, 2021
Q3 2021
|
Garrett Investment Advisors LLC
|
BUY
|
- |
1.41K+ 25.67% |
$164K - $166K
|
6.9K
$736K
|
|
|
Oct 07, 2021
Q3 2021
|
Kwmg, LLC
|
BUY
|
- |
1.39K+ 7.94% |
$162K - $164K
|
18.9K
$2.02M
|
|
|
Nov 03, 2021
Q3 2021
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
1.39K+ 3.97% |
$161K - $164K
|
36.3K
$3.88M
|
|
|
Oct 15, 2021
Q3 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.35K+ 13.8% |
$157K - $159K
|
11.2K
$1.19M
|
|
|
Oct 20, 2021
Q3 2021
|
Patriot Investment Management Inc.
|
BUY
|
- |
1.34K+ 2.1% |
$156K - $158K
|
65.2K
$6.96M
|
|
|
Oct 26, 2021
Q3 2021
|
Fc Advisory LLC
|
BUY
|
- |
1.34K+ 9.51% |
$156K - $158K
|
15.5K
$1.65M
|
|
|
Oct 12, 2021
Q3 2021
|
Apella Capital, LLC
|
BUY
|
- |
1.31K+ 1.84% |
$152K - $155K
|
72.6K
$7.74M
|
|
|
Oct 29, 2021
Q3 2021
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
1.3K+ 3.96% |
$151K - $153K
|
34.2K
$3.65M
|
|
|
Dec 03, 2021
Q3 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.3K+ 10.39% |
$151K - $153K
|
13.8K
$1.47M
|
|
|
Oct 20, 2021
Q3 2021
|
Guidance Point Advisors, LLC
|
BUY
|
- |
1.29KNew |
$150K - $152K
|
1.29K
$138K
|
|
|
Nov 15, 2021
Q3 2021
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
1.28K+ 26.05% |
$149K - $151K
|
6.19K
$661K
|
|
|
Oct 12, 2021
Q3 2021
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
1.28K+ 36.49% |
$149K - $151K
|
4.79K
$511K
|
|
|
Nov 16, 2021
Q3 2021
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
1.24K+ 50.1% |
$144K - $146K
|
3.71K
$395K
|
|
|
Oct 27, 2021
Q3 2021
|
Clean Yield Group
|
BUY
|
- |
1.22K+ 88.41% |
$142K - $144K
|
2.6K
$277K
|
|
|
Nov 12, 2021
Q3 2021
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
1.22K+ 3.92% |
$142K - $144K
|
32.3K
$3.45M
|
|
|
Nov 24, 2021
Q3 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.21K+ 43.09% |
$141K - $143K
|
4.03K
$429K
|
|
|
Oct 06, 2021
Q3 2021
|
Curbstone Financial Management Corp
|
BUY
|
- |
1.2K+ 1.32% |
$139K - $142K
|
92.2K
$9.83M
|
|
|
Nov 08, 2021
Q3 2021
|
Sonata Capital Group Inc
|
BUY
|
- |
1.2K+ 3.83% |
$139K - $141K
|
32.5K
$3.46M
|
|
|
Oct 12, 2021
Q3 2021
|
Arden Trust CO
|
BUY
|
- |
1.2K+ 3.91% |
$139K - $141K
|
31.7K
$3.39M
|
|
|
Nov 03, 2021
Q3 2021
|
Kovack Advisors, Inc.
|
BUY
|
- |
1.17K+ 49.58% |
$136K - $138K
|
3.53K
$377K
|
|
|
Nov 05, 2021
Q3 2021
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
1.15K+ 35.38% |
$133K - $135K
|
4.38K
$467K
|
|
|
Oct 09, 2024
Q3 2021
|
Martel Wealth Advisors Inc
Vancouver, WA |
BUY
|
- |
1.13K+ 1.72% |
$132K - $134K
|
67.2K
$7.17M
|
|
|
Oct 20, 2021
Q3 2021
|
Venture Visionary Partners LLC
|
BUY
|
- |
1.1K+ 19.28% |
$128K - $130K
|
6.8K
$726K
|
|
|
Nov 04, 2021
Q3 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.1K+ 9.52% |
$127K - $129K
|
12.6K
$1.35M
|
|
|
Oct 20, 2021
Q3 2021
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
1.09K+ 21.58% |
$126K - $128K
|
6.13K
$654K
|
|
|
Oct 25, 2021
Q3 2021
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
1.08K+ 1.83% |
$126K - $128K
|
60.1K
$6.41M
|
|
|
Oct 18, 2021
Q3 2021
|
Rmr Wealth Builders
|
BUY
|
- |
1.08K+ 10.3% |
$125K - $127K
|
11.5K
$1.23M
|
|
|
Oct 13, 2021
Q3 2021
|
Mattern Wealth Management LLC
|
BUY
|
- |
1.06K+ 1.71% |
$123K - $125K
|
63.3K
$6.76M
|
|
|
Nov 16, 2021
Q3 2021
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
1.06K+ 31.63% |
$123K - $125K
|
4.4K
$469K
|
|
|
Oct 12, 2021
Q3 2021
|
Cra Financial Services, LLC
|
BUY
|
- |
1.03K+ 19.56% |
$120K - $122K
|
6.3K
$672K
|
|
|
Nov 10, 2021
Q3 2021
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
1.03K+ 1.98% |
$119K - $121K
|
52.9K
$5.64M
|
|
|
Oct 28, 2021
Q3 2021
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
989+ 112.77% |
$115K - $117K
|
1.87K
$199K
|
|
|
Oct 21, 2021
Q3 2021
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
974New |
$113K - $115K
|
974
$104K
|
|
|
Nov 04, 2021
Q3 2021
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
970+ 5.45% |
$113K - $114K
|
18.8K
$2M
|
|
|
Nov 15, 2021
Q3 2021
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
955+ 4.35% |
$111K - $113K
|
22.9K
$2.44M
|
|
|
Oct 07, 2021
Q3 2021
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
945+ 0.89% |
$110K - $111K
|
107K
$11.4M
|
|
|
Oct 28, 2021
Q3 2021
|
Innova Wealth Partners
|
BUY
|
- |
932+ 6.66% |
$108K - $110K
|
14.9K
$1.59M
|
|
|
Nov 15, 2021
Q3 2021
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
930+ 11.25% |
$108K - $110K
|
9.2K
$982K
|
|
|
Nov 15, 2021
Q3 2021
|
Safir Wealth Advisors, LLC
|
BUY
|
- |
915+ 4.88% |
$106K - $108K
|
19.7K
$2.1M
|
|
|
Oct 21, 2021
Q3 2021
|
Twele Capital Management, Inc.
|
BUY
|
- |
914+ 4.36% |
$106K - $108K
|
21.9K
$2.33M
|
|
|
Nov 09, 2021
Q3 2021
|
Hudock, Inc.
|
BUY
|
- |
904+ 0.99% |
$105K - $107K
|
91.8K
$9.79M
|
|
|
Oct 20, 2021
Q3 2021
|
Flagship Private Wealth, LLC
|
BUY
|
- |
903+ 5.86% |
$105K - $106K
|
16.3K
$1.74M
|
|
|
Oct 18, 2021
Q3 2021
|
Altus Wealth Management, LLC
|
BUY
|
- |
900+ 5.3% |
$105K - $106K
|
17.9K
$1.91M
|
|
|
Oct 08, 2021
Q3 2021
|
Wedbush Securities Inc
|
BUY
|
- |
899+ 6.33% |
$104K - $106K
|
15.1K
$1.61M
|
|
|
Nov 01, 2021
Q3 2021
|
Sage Mountain Advisors LLC
|
BUY
|
- |
890New |
$103K - $105K
|
890
$95K
|
|
|
Nov 04, 2021
Q3 2021
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
882+ 47.8% |
$102K - $104K
|
2.73K
$291K
|
|
|
Nov 09, 2021
Q3 2021
|
Merriman Wealth Management, LLC
|
BUY
|
- |
882+ 24.34% |
$102K - $104K
|
4.51K
$481K
|