Purchases and Sales Made in Q4 2021 in Ishares National Muni Bond ETF (MUB)
This table provides information about the institutional ownership of Ishares National Muni Bond ETF (MUB) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2022
Q4 2021
|
Stone X Group Inc.
|
BUY
|
- |
1.08K+ 2.97% |
$125K - $126K
|
37.6K
$4.01M
|
|
|
Feb 08, 2022
Q4 2021
|
Nvwm, LLC
|
BUY
|
- |
1.07KNew |
$123K - $125K
|
1.07K
$114K
|
|
|
Feb 02, 2022
Q4 2021
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
1.07K+ 20.51% |
$123K - $125K
|
6.27K
$669K
|
|
|
Jan 13, 2022
Q4 2021
|
Veery Capital, LLC
|
BUY
|
- |
1.01K+ 1.52% |
$116K - $118K
|
67.4K
$7.19M
|
|
|
Feb 10, 2022
Q4 2021
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
BUY
|
- |
1.01K+ 2.97% |
$116K - $118K
|
35K
$3.73M
|
|
|
Jan 03, 2023
Q4 2021
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
1.01K+ 14.96% |
$116K - $117K
|
7.72K
$824K
|
|
|
Jan 24, 2022
Q4 2021
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
1K+ 4.09% |
$115K - $117K
|
25.5K
$2.72M
|
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
986+ 24.5% |
$114K - $115K
|
5.01K
$535K
|
|
|
Feb 15, 2022
Q4 2021
|
Aspireon Wealth Advisors
|
BUY
|
- |
965+ 6.62% |
$111K - $113K
|
15.5K
$1.66M
|
|
|
Feb 14, 2022
Q4 2021
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
958+ 5.31% |
$111K - $112K
|
19K
$2.03M
|
|
|
Jul 17, 2024
Q4 2021
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
958+ 25.96% |
$111K - $112K
|
4.65K
$496K
|
|
|
Jan 19, 2022
Q4 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
954+ 686.33% |
$110K - $111K
|
1.09K
$117K
|
|
|
Feb 01, 2022
Q4 2021
|
Calamos Wealth Management LLC
|
BUY
|
- |
943+ 6.17% |
$109K - $110K
|
16.2K
$1.73M
|
|
|
Mar 14, 2023
Q4 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
938+ 1.85% |
$108K - $109K
|
51.7K
$5.52M
|
|
|
Feb 14, 2022
Q4 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
937+ 1.85% |
$108K - $109K
|
51.7K
$5.52M
|
|
|
Jan 12, 2022
Q4 2021
|
Center For Asset Management LLC
|
BUY
|
- |
921+ 39.44% |
$106K - $107K
|
3.26K
$347K
|
|
|
Jan 31, 2022
Q4 2021
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
921+ 2.69% |
$106K - $107K
|
35.1K
$3.75M
|
|
|
Feb 08, 2022
Q4 2021
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
919+ 113.04% |
$106K - $107K
|
1.73K
$185K
|
|
|
Feb 02, 2022
Q4 2021
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
903+ 2.7% |
$104K - $105K
|
34.4K
$3.67M
|
|
|
Feb 10, 2022
Q4 2021
|
First Business Financial Services, Inc.
|
BUY
|
- |
902+ 2.26% |
$104K - $105K
|
40.8K
$4.36M
|
|
|
Feb 15, 2022
Q4 2021
|
Bts Asset Management, Inc.
|
BUY
|
- |
902+ 24.7% |
$104K - $105K
|
4.55K
$486K
|
|
|
Feb 11, 2022
Q4 2021
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
900New |
$104K - $105K
|
900
$96K
|
|
|
Jan 21, 2022
Q4 2021
|
Trust CO Of Vermont
|
BUY
|
- |
892New |
$103K - $104K
|
892
$95.2K
|
|
|
Jan 21, 2022
Q4 2021
|
Prosperity Planning, Inc.
|
BUY
|
- |
890+ 3.61% |
$103K - $104K
|
25.6K
$2.73M
|
|
|
Jan 26, 2022
Q4 2021
|
Country Trust Bank
|
BUY
|
- |
870+ 2.01% |
$100K - $101K
|
44.1K
$4.7M
|
|
|
Jan 25, 2022
Q4 2021
|
Cva Family Office, LLC
|
BUY
|
- |
861New |
$99.4K - $100K
|
861
$91.9K
|
|
|
Jan 26, 2022
Q4 2021
|
Twele Capital Management, Inc.
|
BUY
|
- |
856+ 3.91% |
$98.8K - $99.8K
|
22.7K
$2.43M
|
|
|
Feb 15, 2022
Q4 2021
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
846+ 2.25% |
$97.6K - $98.7K
|
38.4K
$4.1M
|
|
|
Jan 03, 2022
Q4 2021
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
BUY
|
- |
845+ 3.19% |
$97.5K - $98.5K
|
27.3K
$2.91M
|
|
|
Feb 01, 2022
Q4 2021
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
840+ 25.53% |
$96.9K - $98K
|
4.13K
$441K
|
|
|
Jan 20, 2022
Q4 2021
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
838+ 19.13% |
$96.7K - $97.7K
|
5.22K
$557K
|
|
|
Jan 28, 2022
Q4 2021
|
Berkshire Bank
|
BUY
|
- |
836+ 6.75% |
$96.5K - $97.5K
|
13.2K
$1.41M
|
|
|
Jan 12, 2022
Q4 2021
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
824+ 1.14% |
$95.1K - $96.1K
|
72.9K
$7.78M
|
|
|
Nov 14, 2022
Q4 2021
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
BUY
|
- |
820New |
$94.6K - $95.6K
|
820
$87.5K
|
|
|
Jan 27, 2022
Q4 2021
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
807+ 6.19% |
$93.1K - $94.1K
|
13.9K
$1.48M
|
|
|
Jan 18, 2022
Q4 2021
|
Cutler Group LP
|
BUY
|
- |
800New |
$92.3K - $93.3K
|
800
$85.4K
|
|
|
Feb 01, 2022
Q4 2021
|
Occidental Asset Management, LLC
|
BUY
|
- |
798+ 3.52% |
$92.1K - $93.1K
|
23.5K
$2.5M
|
|
|
Jan 19, 2022
Q4 2021
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
784+ 31.56% |
$90.5K - $91.4K
|
3.27K
$349K
|
|
|
Feb 09, 2022
Q4 2021
|
Massmutual Trust CO Fsb
|
BUY
|
- |
778+ 19.47% |
$89.8K - $90.7K
|
4.77K
$509K
|
|
|
Jan 14, 2022
Q4 2021
|
Rfg Holdings, Inc.
|
BUY
|
- |
766+ 2.33% |
$88.4K - $89.3K
|
33.6K
$3.59M
|
|
|
Feb 10, 2022
Q4 2021
|
Shore Point Advisors, LLC
|
BUY
|
- |
764New |
$88.2K - $89.1K
|
764
$81.5K
|
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
750New |
$86.5K - $87.5K
|
750
$80K
|
|
|
Feb 11, 2022
Q4 2021
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
746+ 28.13% |
$86.1K - $87K
|
3.4K
$363K
|
|
|
Jan 21, 2022
Q4 2021
|
Tfo Tdc, LLC
|
BUY
|
- |
743+ 46.26% |
$85.7K - $86.6K
|
2.35K
$251K
|
|
|
Feb 10, 2022
Q4 2021
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
733New |
$84.6K - $85.5K
|
733
$78.2K
|
|
|
Jan 14, 2022
Q4 2021
|
Autus Asset Management, LLC
|
BUY
|
- |
732+ 3.71% |
$84.5K - $85.4K
|
20.4K
$2.18M
|
|
|
Feb 10, 2022
Q4 2021
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
725+ 0.66% |
$83.7K - $84.5K
|
111K
$11.9M
|
|
|
Sep 21, 2023
Q4 2021
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
725+ 3.62% |
$83.7K - $84.5K
|
20.7K
$2.21M
|
|
|
Jan 21, 2022
Q4 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
710+ 11.96% |
$81.9K - $82.8K
|
6.64K
$709K
|
|
|
Feb 24, 2022
Q4 2021
|
Rise Advisors, LLC
|
BUY
|
- |
709New |
$81.8K - $82.7K
|
709
$75.7K
|