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 01, 2022
Q4 2021
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-32- 0.22% |
$3.69K - $3.73K
|
14.5K
$1.55M
|
|
Feb 08, 2022
Q4 2021
|
Parisi Gray Wealth Management
|
SELL
|
- |
-38- 1.98% |
$4.38K - $4.43K
|
1.88K
$201K
|
|
Jan 14, 2022
Q4 2021
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-39- 46.99% |
$4.5K - $4.55K
|
44
$4.7K
|
|
Feb 11, 2022
Q4 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-40Closed |
$4.62K - $4.66K
|
0
$0
|
|
Jan 18, 2022
Q4 2021
|
ETF Portfolio Partners, Inc.
|
SELL
|
- |
-43- 0.57% |
$4.96K - $5.01K
|
7.47K
$798K
|
|
Jan 20, 2022
Q4 2021
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-46- 0.33% |
$5.31K - $5.36K
|
14K
$1.5M
|
|
Jan 25, 2022
Q4 2021
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-69- 4.5% |
$7.96K - $8.05K
|
1.47K
$156K
|
|
Feb 01, 2022
Q4 2021
|
Regis Management CO LLC
|
SELL
|
- |
-70- 0.24% |
$8.08K - $8.16K
|
29.6K
$3.16M
|
|
Feb 16, 2022
Q4 2021
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-75- 3.0% |
$8.65K - $8.75K
|
2.43K
$259K
|
|
Jan 26, 2022
Q4 2021
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-80- 4.27% |
$9.23K - $9.33K
|
1.79K
$191K
|
|
Feb 11, 2022
Q4 2021
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-80- 3.77% |
$9.23K - $9.33K
|
2.04K
$218K
|
|
Feb 09, 2022
Q4 2021
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-80- 0.66% |
$9.23K - $9.33K
|
12.1K
$1.29M
|
|
Feb 01, 2022
Q4 2021
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-88- 0.64% |
$10.2K - $10.3K
|
13.8K
$1.47M
|
|
Feb 14, 2022
Q4 2021
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-89- 3.64% |
$10.3K - $10.4K
|
2.35K
$251K
|
|
Feb 02, 2022
Q4 2021
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-98- 3.55% |
$11.3K - $11.4K
|
2.66K
$284K
|
|
Jan 28, 2022
Q4 2021
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-101- 5.19% |
$11.7K - $11.8K
|
1.85K
$197K
|
|
Jan 10, 2022
Q4 2021
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-102- 0.39% |
$11.8K - $11.9K
|
26.2K
$2.8M
|
|
Jan 26, 2022
Q4 2021
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-107- 1.11% |
$12.3K - $12.5K
|
9.51K
$1.01M
|
|
Feb 14, 2022
Q4 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-108Closed |
$12.5K - $12.6K
|
0
$0
|
|
Jan 14, 2022
Q4 2021
|
Strong Box Wealth, LLC
|
SELL
|
- |
-110- 1.52% |
$12.7K - $12.8K
|
7.12K
$759K
|
|
Feb 14, 2022
Q4 2021
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-115- 1.58% |
$13.3K - $13.4K
|
7.15K
$763K
|
|
Feb 14, 2022
Q4 2021
|
Caprin Asset Management LLC
Henrico, VA |
SELL
|
- |
-119- 0.06% |
$13.7K - $13.9K
|
195K
$20.8M
|
|
Jan 21, 2022
Q4 2021
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-120- 2.11% |
$13.8K - $14K
|
5.57K
$594K
|
|
Jan 12, 2022
Q4 2021
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-124- 1.71% |
$14.3K - $14.5K
|
7.12K
$760K
|
|
Feb 01, 2022
Q4 2021
|
Centaurus Financial, Inc.
|
SELL
|
- |
-125- 1.36% |
$14.4K - $14.6K
|
9.07K
$968K
|
|
Feb 04, 2022
Q4 2021
|
Hills Bank & Trust CO
|
SELL
|
- |
-125- 8.33% |
$14.4K - $14.6K
|
1.38K
$147K
|
|
Feb 14, 2022
Q4 2021
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-125- 4.04% |
$14.4K - $14.6K
|
2.97K
$317K
|
|
Jan 21, 2022
Q4 2021
|
Founders Capital Management
|
SELL
|
- |
-130- 15.29% |
$15K - $15.2K
|
720
$76.8K
|
|
Feb 14, 2022
Q4 2021
|
Mount Lucas Management LP
Newtown, PA |
SELL
|
- |
-135- 1.47% |
$15.6K - $15.7K
|
9.02K
$963K
|
|
Feb 11, 2022
Q4 2021
|
Wealthpoint, LLC
|
SELL
|
- |
-141- 2.42% |
$16.3K - $16.4K
|
5.68K
$606K
|
|
Feb 11, 2022
Q4 2021
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-144Closed |
$16.6K - $16.8K
|
0
$0
|
|
Feb 04, 2022
Q4 2021
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-154- 1.6% |
$17.8K - $18K
|
9.47K
$1.01M
|
|
Jan 21, 2022
Q4 2021
|
Act Advisors, Llc.
|
SELL
|
- |
-155- 3.58% |
$17.9K - $18.1K
|
4.17K
$445K
|
|
Jan 10, 2022
Q4 2021
|
Dixon Hubard Feinour & Brown Inc
|
SELL
|
- |
-160- 3.79% |
$18.5K - $18.7K
|
4.07K
$434K
|
|
Feb 15, 2022
Q4 2021
|
First Affirmative Financial Network
|
SELL
|
- |
-169- 2.04% |
$19.5K - $19.7K
|
8.13K
$868K
|
|
Jan 18, 2022
Q4 2021
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-180- 9.57% |
$20.8K - $21K
|
1.7K
$181K
|
|
Feb 15, 2022
Q4 2021
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-181- 2.83% |
$20.9K - $21.1K
|
6.22K
$663K
|
|
Jan 18, 2022
Q4 2021
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-182- 0.56% |
$21K - $21.2K
|
32.2K
$3.44M
|
|
Feb 11, 2022
Q4 2021
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-184- 2.63% |
$21.2K - $21.5K
|
6.8K
$726K
|
|
Feb 17, 2022
Q4 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-191- 1.38% |
$22K - $22.3K
|
13.6K
$1.45M
|
|
Feb 04, 2022
Q4 2021
|
Investment Partners, Ltd.
|
SELL
|
- |
-198- 2.6% |
$22.8K - $23.1K
|
7.43K
$793K
|
|
Feb 01, 2022
Q4 2021
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-199- 0.49% |
$23K - $23.2K
|
40.4K
$4.31M
|
|
Jan 31, 2022
Q4 2021
|
Toth Financial Advisory Corp
|
SELL
|
- |
-200- 16.0% |
$23.1K - $23.3K
|
1.05K
$112K
|
|
Jan 20, 2022
Q4 2021
|
First United Bank & Trust
|
SELL
|
- |
-215- 9.77% |
$24.8K - $25.1K
|
1.99K
$212K
|
|
Feb 08, 2022
Q4 2021
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-218- 10.29% |
$25.2K - $25.4K
|
1.9K
$203K
|
|
Feb 02, 2022
Q4 2021
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-222Closed |
$25.6K - $25.9K
|
0
$0
|
|
Jan 28, 2022
Q4 2021
|
James Investment Research Inc
|
SELL
|
- |
-225- 0.61% |
$26K - $26.2K
|
36.6K
$3.9M
|
|
Feb 15, 2022
Q4 2021
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-228- 4.13% |
$26.3K - $26.6K
|
5.29K
$564K
|
|
Feb 11, 2022
Q4 2021
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-233- 2.69% |
$26.9K - $27.2K
|
8.44K
$900K
|
|
Feb 11, 2022
Q4 2021
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-236- 5.95% |
$27.2K - $27.5K
|
3.73K
$398K
|