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 14, 2022
Q4 2021
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
16+ 0.1% |
$1.85K - $1.87K
|
15.4K
$1.64M
|
|
|
Jan 19, 2022
Q4 2021
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
16+ 0.43% |
$1.85K - $1.87K
|
3.7K
$395K
|
|
|
Feb 10, 2022
Q4 2021
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
15+ 0.3% |
$1.73K - $1.75K
|
5.03K
$537K
|
|
|
Feb 03, 2022
Q4 2021
|
Roffman Miller Associates Inc
Philadelphia, PA |
BUY
|
- |
15+ 0.15% |
$1.73K - $1.75K
|
10.1K
$1.08M
|
|
|
Jan 20, 2022
Q4 2021
|
Efficient Advisors, LLC
|
BUY
|
- |
14+ 0.1% |
$1.62K - $1.63K
|
14.7K
$1.57M
|
|
|
Feb 04, 2022
Q4 2021
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
13+ 0.25% |
$1.5K - $1.52K
|
5.19K
$554K
|
|
|
Feb 10, 2022
Q4 2021
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
12+ 0.17% |
$1.38K - $1.4K
|
7.19K
$768K
|
|
|
Mar 12, 2024
Q4 2021
|
Executive Wealth Group LLC
Kirkland, WA |
BUY
|
- |
12+ 0.14% |
$1.38K - $1.4K
|
8.5K
$907K
|
|
|
Feb 11, 2022
Q4 2021
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
10+ 2.56% |
$1.15K - $1.17K
|
400
$42.7K
|
|
|
Feb 08, 2022
Q4 2021
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
10+ 0.57% |
$1.15K - $1.17K
|
1.77K
$189K
|
|
|
Feb 09, 2022
Q4 2021
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
9+ 0.0% |
$1.04K - $1.05K
|
331K
$35.3M
|
|
|
Jul 28, 2022
Q4 2021
|
Sanford Advisory Services, LLC
|
BUY
|
- |
8+ 0.16% |
$923 - $933
|
5.14K
$549K
|
|
|
Feb 14, 2022
Q4 2021
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
8+ 0.09% |
$923 - $933
|
9.33K
$995K
|
|
|
Feb 11, 2022
Q4 2021
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
8+ 0.25% |
$923 - $933
|
3.21K
$343K
|
|
|
Jan 27, 2022
Q4 2021
|
Meridian Wealth Management, LLC
|
BUY
|
- |
7+ 0.09% |
$808 - $816
|
7.56K
$807K
|
|
|
Feb 18, 2022
Q4 2021
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
7+ 0.2% |
$808 - $816
|
3.53K
$377K
|
|
|
Jan 26, 2022
Q4 2021
|
Strategic Asset Management, LLC
|
BUY
|
- |
5+ 0.31% |
$577 - $583
|
1.59K
$170K
|
|
|
Feb 03, 2022
Q4 2021
|
Xcel Wealth Management, LLC
|
BUY
|
- |
5+ 0.28% |
$577 - $583
|
1.81K
$193K
|
|
|
Feb 08, 2022
Q4 2021
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
5+ 0.08% |
$577 - $583
|
6.2K
$661K
|
|
|
Jan 19, 2022
Q4 2021
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
4+ 0.08% |
$462 - $466
|
4.79K
$511K
|
|
|
May 17, 2022
Q4 2021
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
4New |
$462 - $466
|
4
$427
|
|
|
Feb 09, 2022
Q4 2021
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
4+ 0.54% |
$462 - $466
|
740
$79K
|
|
|
Jan 26, 2022
Q4 2021
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
4+ 2.56% |
$462 - $466
|
160
$17.1K
|
|
|
Feb 09, 2022
Q4 2021
|
Horan Securities, Inc.
|
BUY
|
- |
3+ 0.18% |
$346 - $350
|
1.67K
$178K
|
|
|
Feb 03, 2022
Q4 2021
|
Element Wealth, LLC
|
BUY
|
- |
3+ 0.67% |
$346 - $350
|
448
$47.8K
|
|
|
Jan 19, 2022
Q4 2021
|
Edge Capital Group, LLC
|
BUY
|
- |
3+ 0.17% |
$346 - $350
|
1.73K
$185K
|
|
|
Feb 11, 2022
Q4 2021
|
Psi Advisors, LLC
|
BUY
|
- |
2+ 0.86% |
$231 - $233
|
235
$25.1K
|
|
|
Jan 27, 2022
Q4 2021
|
Hexagon Capital Partners LLC
|
BUY
|
- |
2+ 0.31% |
$231 - $233
|
654
$69.8K
|
|
|
Feb 16, 2022
Q4 2021
|
Evensky & Katz LLC
|
BUY
|
- |
1+ 0.22% |
$115 - $117
|
466
$49.7K
|
|
|
Feb 11, 2022
Q4 2021
|
Iron Financial, LLC
|
BUY
|
- |
1+ 0.05% |
$115 - $117
|
2.06K
$220K
|
|
|
Feb 08, 2022
Q4 2021
|
Simon Quick Advisors, LLC
|
BUY
|
- |
1+ 4.0% |
$115 - $117
|
26
$2.77K
|
|
|
Jan 18, 2022
Q4 2021
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
1+ 0.03% |
$115 - $117
|
3.36K
$359K
|
|
|
Jan 20, 2022
Q4 2021
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
1+ 0.15% |
$115 - $117
|
657
$70.1K
|
|
|
Feb 01, 2022
Q4 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.14% |
$115 - $117
|
696
$74.3K
|
|
|
Jan 14, 2022
Q4 2021
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-2- 0.72% |
$231 - $233
|
275
$29.3K
|
|
|
Feb 10, 2022
Q4 2021
|
Pittenger & Anderson Inc
|
SELL
|
- |
-3Closed |
$346 - $350
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-5- 0.23% |
$577 - $583
|
2.18K
$233K
|
|
|
Feb 02, 2022
Q4 2021
|
Bison Wealth, LLC
|
SELL
|
- |
-6- 0.55% |
$692 - $700
|
1.09K
$116K
|
|
|
Feb 14, 2022
Q4 2021
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-6- 4.88% |
$692 - $700
|
117
$12.5K
|
|
|
Feb 03, 2022
Q4 2021
|
Jnba Financial Advisors
|
SELL
|
- |
-7- 0.07% |
$808 - $816
|
10.3K
$1.1M
|
|
|
Feb 15, 2022
Q4 2021
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-7- 0.05% |
$808 - $816
|
13.4K
$1.43M
|
|
|
Feb 09, 2022
Q4 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-9- 0.07% |
$1.04K - $1.05K
|
12.6K
$1.35M
|
|
|
Feb 01, 2022
Q4 2021
|
Round Table Services, LLC
|
SELL
|
- |
-15- 0.75% |
$1.73K - $1.75K
|
1.98K
$212K
|
|
|
Feb 07, 2022
Q4 2021
|
Keybank National Association
|
SELL
|
- |
-15- 0.04% |
$1.73K - $1.75K
|
40.6K
$4.33M
|
|
|
Feb 01, 2022
Q4 2021
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-15- 0.45% |
$1.73K - $1.75K
|
3.35K
$357K
|
|
|
Feb 11, 2022
Q4 2021
|
Firestone Capital Management
|
SELL
|
- |
-16Closed |
$1.85K - $1.87K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-16- 0.29% |
$1.85K - $1.87K
|
5.52K
$589K
|
|
|
Feb 11, 2022
Q4 2021
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-23- 0.19% |
$2.65K - $2.68K
|
11.9K
$1.27M
|
|
|
Jan 26, 2022
Q4 2021
|
Rhs Financial, LLC
|
SELL
|
- |
-24- 0.88% |
$2.77K - $2.8K
|
2.7K
$289K
|
|
|
Jan 14, 2022
Q4 2021
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-28- 0.59% |
$3.23K - $3.27K
|
4.73K
$505K
|