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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2021
Q3 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
4.61MNew |
$535M - $544M
|
4.61M
$496M
|
|
|
Nov 15, 2021
Q3 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
4.17MNew |
$485M - $492M
|
4.17M
$449M
|
|
|
Nov 10, 2021
Q3 2021
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
1.08MNew |
$125M - $127M
|
1.08M
$116M
|
|
|
Nov 02, 2021
Q3 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
1.04M+ 754.72% |
$120M - $122M
|
1.17M
$126M
|
|
|
Nov 15, 2021
Q3 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
795K+ 23.56% |
$92.3M - $93.7M
|
4.17M
$449M
|
|
|
Nov 15, 2021
Q3 2021
|
Betterment LLC
New York, NY |
BUY
|
- |
678K+ 7.39% |
$78.7M - $79.9M
|
9.84M
$1.06B
|
|
|
Nov 15, 2021
Q3 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
636K+ 62.85% |
$73.8M - $75M
|
1.65M
$177M
|
|
|
Nov 10, 2021
Q3 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
566K+ 7.48% |
$65.8M - $66.8M
|
8.13M
$875M
|
|
|
Nov 15, 2021
Q3 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
523K+ 3.46% |
$60.8M - $61.7M
|
15.6M
$1.68B
|
|
|
Nov 16, 2021
Q3 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
486K+ 691.37% |
$56.4M - $57.3M
|
556K
$59.8M
|
|
|
Nov 12, 2021
Q3 2021
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
478K+ 9.42% |
$55.4M - $56.3M
|
5.55M
$597M
|
|
|
Nov 12, 2021
Q3 2021
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
444K+ 14.42% |
$51.5M - $52.3M
|
3.52M
$379M
|
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
410K+ 42.04% |
$47.6M - $48.3M
|
1.38M
$149M
|
|
|
Oct 26, 2021
Q3 2021
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
396K+ 9.76% |
$46M - $46.7M
|
4.45M
$479M
|
|
|
Nov 09, 2021
Q3 2021
|
Black Rock Inc.
New York, NY |
BUY
|
- |
380K+ 10.04% |
$44.1M - $44.8M
|
4.17M
$448M
|
|
|
Nov 15, 2021
Q3 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
348K+ 72.34% |
$40.4M - $41M
|
829K
$89.2M
|
|
|
Nov 15, 2021
Q3 2021
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
281K+ 3537.4% |
$32.6M - $33.1M
|
289K
$31.1M
|
|
|
Nov 15, 2021
Q3 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
250K+ 35.7% |
$29.1M - $29.5M
|
952K
$102M
|
|
|
Oct 14, 2021
Q3 2021
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
195K+ 7.51% |
$22.7M - $23M
|
2.8M
$301M
|
|
|
Nov 15, 2021
Q3 2021
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
189K+ 678.06% |
$21.9M - $22.3M
|
217K
$23.3M
|
|
|
Nov 10, 2021
Q3 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
176K+ 13.93% |
$20.4M - $20.7M
|
1.44M
$154M
|
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
174K+ 5.08% |
$20.2M - $20.5M
|
3.59M
$387M
|
|
|
Oct 14, 2021
Q3 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
174K+ 64.24% |
$20.2M - $20.5M
|
444K
$47.8M
|
|
|
Nov 10, 2021
Q3 2021
|
Us Bancorp \De\
|
BUY
|
- |
166K+ 5.76% |
$19.3M - $19.6M
|
3.05M
$328M
|
|
|
Nov 02, 2021
Q3 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
126K+ 42.76% |
$14.7M - $14.9M
|
422K
$45.4M
|
|
|
Nov 10, 2021
Q3 2021
|
Citigroup Inc
|
BUY
|
- |
118KNew |
$13.7M - $13.9M
|
118K
$12.7M
|
|
|
Nov 05, 2021
Q3 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
111K+ 1.68% |
$12.9M - $13.1M
|
6.71M
$722M
|
|
|
Nov 12, 2021
Q3 2021
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
104K+ 47.78% |
$12M - $12.2M
|
321K
$34.5M
|
|
|
Nov 12, 2021
Q3 2021
|
Assetmark, Inc
|
BUY
|
- |
95K+ 6.82% |
$11M - $11.2M
|
1.49M
$160M
|
|
|
Nov 15, 2021
Q3 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
92K+ 12.83% |
$10.7M - $10.8M
|
809K
$87M
|
|
|
Oct 28, 2021
Q3 2021
|
Facet Wealth, Inc.
|
BUY
|
- |
90K+ 34.58% |
$10.4M - $10.6M
|
350K
$37.7M
|
|
|
Nov 08, 2021
Q3 2021
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
89.5K+ 306.87% |
$10.4M - $10.6M
|
119K
$12.8M
|
|
|
Nov 15, 2021
Q3 2021
|
1607 Capital Partners, LLC
Richmond, VA |
BUY
|
- |
82.1K+ 102.46% |
$9.53M - $9.68M
|
162K
$17.4M
|
|
|
Nov 15, 2021
Q3 2021
|
Ubs Group Ag
|
BUY
|
- |
78.4K+ 2.54% |
$9.1M - $9.25M
|
3.16M
$340M
|
|
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
76.1K+ 1951.28% |
$8.84M - $8.98M
|
80K
$8.61M
|
|
|
Nov 15, 2021
Q3 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
73.1K+ 24.35% |
$8.49M - $8.63M
|
373K
$40.2M
|
|
|
Nov 03, 2021
Q3 2021
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
68K+ 1515.93% |
$7.89M - $8.02M
|
72.4K
$7.79M
|
|
|
Oct 19, 2021
Q3 2021
|
Ellevest, Inc.
|
BUY
|
- |
67.8K+ 12.7% |
$7.88M - $8M
|
602K
$64.8M
|
|
|
Nov 01, 2021
Q3 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
66.3K+ 1548.48% |
$7.7M - $7.82M
|
70.6K
$7.6M
|
|
|
Nov 08, 2021
Q3 2021
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
52.2K+ 48.78% |
$6.06M - $6.16M
|
159K
$17.1M
|
|
|
Nov 15, 2021
Q3 2021
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
49.8K+ 17.74% |
$5.79M - $5.88M
|
331K
$35.6M
|
|
|
Dec 13, 2021
Q3 2021
|
Tnf LLC
|
BUY
|
- |
49.4KNew |
$5.73M - $5.82M
|
49.4K
$5.31M
|
|
|
Oct 26, 2021
Q3 2021
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
46.3K+ 6.85% |
$5.37M - $5.46M
|
722K
$77.7M
|
|
|
Jan 18, 2022
Q3 2021
|
Apella Capital, LLC
|
BUY
|
- |
43.4K+ 59.74% |
$5.03M - $5.11M
|
116K
$12.5M
|
|
|
Nov 15, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
38.5K+ 276.52% |
$4.48M - $4.55M
|
52.5K
$5.65M
|
|
|
Nov 10, 2021
Q3 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
37.9K+ 36.36% |
$4.4M - $4.47M
|
142K
$15.3M
|
|
|
Nov 01, 2021
Q3 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
37.1K+ 9.6% |
$4.31M - $4.38M
|
423K
$45.6M
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
36.3K+ 16.94% |
$4.22M - $4.28M
|
251K
$27M
|
|
|
Oct 15, 2021
Q3 2021
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
35.6K+ 9.24% |
$4.13M - $4.2M
|
421K
$45.3M
|
|
|
Oct 21, 2021
Q3 2021
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
34.2K+ 8.89% |
$3.98M - $4.04M
|
419K
$45.1M
|