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 04, 2022
Q4 2021
|
Axiom Financial Strategies, LLC
New Albany, IN |
BUY
|
- |
110+ 0.12% |
$12.7K - $12.8K
|
95.4K
$10.2M
|
|
|
Feb 10, 2022
Q4 2021
|
Good Life Advisors, LLC
|
BUY
|
- |
105+ 4.14% |
$12.1K - $12.2K
|
2.64K
$282K
|
|
|
Jan 24, 2022
Q4 2021
|
Mkd Wealth Coaches, LLC
Troy, MI |
BUY
|
- |
104+ 1.42% |
$12K - $12.1K
|
7.44K
$794K
|
|
|
Feb 14, 2022
Q4 2021
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
101+ 2.95% |
$11.7K - $11.8K
|
3.52K
$376K
|
|
|
Feb 23, 2022
Q4 2021
|
Cornerstone Advisory, LLC
|
BUY
|
- |
100New |
$11.5K - $11.7K
|
100
$10.7K
|
|
|
Feb 11, 2022
Q4 2021
|
Krs Capital Management, LLC
|
BUY
|
- |
100New |
$11.5K - $11.7K
|
100
$10.7K
|
|
|
Feb 16, 2022
Q4 2021
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
100New |
$11.5K - $11.7K
|
100
$10.7K
|
|
|
Feb 14, 2022
Q4 2021
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
100New |
$11.5K - $11.7K
|
100
$10.7K
|
|
|
Feb 08, 2022
Q4 2021
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
98+ 2.12% |
$11.3K - $11.4K
|
4.73K
$504K
|
|
|
Mar 14, 2022
Q4 2021
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
97New |
$11.2K - $11.3K
|
97
$10.4K
|
|
|
Feb 11, 2022
Q4 2021
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
96+ 0.56% |
$11.1K - $11.2K
|
17.1K
$1.82M
|
|
|
Jan 31, 2022
Q4 2021
|
Kanawha Capital Management LLC
|
BUY
|
- |
88+ 0.38% |
$10.2K - $10.3K
|
23.5K
$2.51M
|
|
|
Feb 02, 2022
Q4 2021
|
American Financial Advisors, LLC
|
BUY
|
- |
82+ 0.79% |
$9.46K - $9.56K
|
10.4K
$1.11M
|
|
|
Feb 07, 2022
Q4 2021
|
Rede Wealth, LLC
|
BUY
|
- |
76+ 1.64% |
$8.77K - $8.86K
|
4.72K
$504K
|
|
|
Jan 19, 2022
Q4 2021
|
Bogart Wealth, LLC
|
BUY
|
- |
76+ 34.55% |
$8.77K - $8.86K
|
296
$31.6K
|
|
|
Feb 09, 2022
Q4 2021
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
70+ 1.46% |
$8.08K - $8.16K
|
4.88K
$521K
|
|
|
Feb 02, 2022
Q4 2021
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
68+ 1.11% |
$7.85K - $7.93K
|
6.22K
$664K
|
|
|
Jan 26, 2022
Q4 2021
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
58+ 0.5% |
$6.69K - $6.76K
|
11.6K
$1.24M
|
|
|
Jan 28, 2022
Q4 2021
|
Absolute Capital Management, LLC
|
BUY
|
- |
58New |
$6.69K - $6.76K
|
58
$6.19K
|
|
|
Feb 10, 2022
Q4 2021
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
56+ 1.22% |
$6.46K - $6.53K
|
4.65K
$496K
|
|
|
Jan 21, 2022
Q4 2021
|
Asset Dedication, LLC
|
BUY
|
- |
55+ 458.33% |
$6.35K - $6.41K
|
67
$7.15K
|
|
|
Feb 09, 2022
Q4 2021
|
Emerson Wealth, LLC
|
BUY
|
- |
54+ 1.45% |
$6.23K - $6.3K
|
3.78K
$404K
|
|
|
Feb 10, 2022
Q4 2021
|
3 D/L Capital Management, LLC
|
BUY
|
- |
52+ 0.79% |
$6K - $6.06K
|
6.61K
$705K
|
|
|
Jan 19, 2022
Q4 2021
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
50+ 0.37% |
$5.77K - $5.83K
|
13.6K
$1.45M
|
|
|
Jan 28, 2022
Q4 2021
|
Arrow Financial Corp
|
BUY
|
- |
50+ 0.55% |
$5.77K - $5.83K
|
9.13K
$975K
|
|
|
Feb 03, 2022
Q4 2021
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
50+ 5.13% |
$5.77K - $5.83K
|
1.02K
$109K
|
|
|
Feb 03, 2022
Q4 2021
|
Larson Financial Group LLC
|
BUY
|
- |
49+ 89.09% |
$5.65K - $5.71K
|
104
$11.1K
|
|
|
Jan 24, 2022
Q4 2021
|
Penobscot Wealth Management
|
BUY
|
- |
47+ 1.67% |
$5.42K - $5.48K
|
2.87K
$306K
|
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
46New |
$5.31K - $5.36K
|
46
$4.91K
|
|
|
Feb 02, 2022
Q4 2021
|
Truepoint, Inc.
|
BUY
|
- |
45+ 0.9% |
$5.19K - $5.25K
|
5.02K
$536K
|
|
|
Feb 02, 2022
Q4 2021
|
Trinity Wealth Management, LLC
|
BUY
|
- |
42+ 1.96% |
$4.85K - $4.9K
|
2.19K
$233K
|
|
|
Mar 17, 2022
Q4 2021
|
Integrity Financial Corp
|
BUY
|
- |
42New |
$4.85K - $4.9K
|
42
$4.48K
|
|
|
Mar 08, 2022
Q4 2021
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
39+ 0.15% |
$4.5K - $4.55K
|
25.7K
$2.74M
|
|
|
Jan 21, 2022
Q4 2021
|
Corbenic Partners LLC
|
BUY
|
- |
35+ 0.12% |
$4.04K - $4.08K
|
28.3K
$3.02M
|
|
|
Jan 19, 2022
Q4 2021
|
Compass Advisory Group LLC
|
BUY
|
- |
34+ 0.36% |
$3.92K - $3.97K
|
9.54K
$1.02M
|
|
|
Jan 28, 2022
Q4 2021
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
33New |
$3.81K - $3.85K
|
33
$3.52K
|
|
|
Feb 04, 2022
Q4 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
31+ 0.07% |
$3.58K - $3.62K
|
42.4K
$4.53M
|
|
|
Jan 31, 2022
Q4 2021
|
Signature Wealth Management Group
|
BUY
|
- |
30+ 0.66% |
$3.46K - $3.5K
|
4.59K
$490K
|
|
|
Jan 20, 2022
Q4 2021
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
28+ 0.57% |
$3.23K - $3.27K
|
4.93K
$526K
|
|
|
Jan 24, 2022
Q4 2021
|
Wall Capital Group, Inc.
|
BUY
|
- |
27+ 0.55% |
$3.12K - $3.15K
|
4.95K
$528K
|
|
|
Jan 20, 2022
Q4 2021
|
Verity Wealth Advisors
|
BUY
|
- |
26+ 0.58% |
$3K - $3.03K
|
4.48K
$478K
|
|
|
Jan 18, 2022
Q4 2021
|
Latitude Advisors, LLC
|
BUY
|
- |
26+ 0.52% |
$3K - $3.03K
|
5.04K
$538K
|
|
|
Feb 14, 2022
Q4 2021
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
24+ 0.3% |
$2.77K - $2.8K
|
7.91K
$844K
|
|
|
Jan 25, 2022
Q4 2021
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
24+ 0.84% |
$2.77K - $2.8K
|
2.88K
$308K
|
|
|
Jan 26, 2022
Q4 2021
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
23+ 0.57% |
$2.65K - $2.68K
|
4.06K
$433K
|
|
|
Feb 14, 2022
Q4 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
23New |
$2.65K - $2.68K
|
23
$2.45K
|
|
|
Feb 11, 2022
Q4 2021
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
22New |
$2.54K - $2.57K
|
22
$2.35K
|
|
|
Jan 24, 2022
Q4 2021
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
22+ 1.73% |
$2.54K - $2.57K
|
1.29K
$138K
|
|
|
Feb 08, 2022
Q4 2021
|
Rkl Wealth Management LLC
|
BUY
|
- |
18+ 0.55% |
$2.08K - $2.1K
|
3.27K
$349K
|
|
|
Jan 19, 2022
Q4 2021
|
Evanson Asset Management, LLC
|
BUY
|
- |
16+ 0.05% |
$1.85K - $1.87K
|
34.8K
$3.72M
|