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
|
Massmutual Trust CO Fsb
|
BUY
|
- |
22+ 0.55% |
$2.55K - $2.59K
|
4K
$426K
|
|
|
Nov 01, 2021
Q3 2021
|
Wall Capital Group, Inc.
|
BUY
|
- |
22+ 0.45% |
$2.55K - $2.59K
|
4.92K
$525K
|
|
|
Nov 15, 2021
Q3 2021
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
22New |
$2.55K - $2.59K
|
22
$2.35K
|
|
|
Nov 10, 2021
Q3 2021
|
South State Corp
|
BUY
|
- |
21+ 8.47% |
$2.44K - $2.48K
|
269
$28.7K
|
|
|
Nov 01, 2021
Q3 2021
|
Wealthpoint, LLC
|
BUY
|
- |
20+ 0.34% |
$2.32K - $2.36K
|
5.82K
$621K
|
|
|
Oct 14, 2021
Q3 2021
|
Verity Wealth Advisors
|
BUY
|
- |
19+ 0.43% |
$2.21K - $2.24K
|
4.46K
$475K
|
|
|
Nov 15, 2021
Q3 2021
|
Rkl Wealth Management LLC
|
BUY
|
- |
18+ 0.56% |
$2.09K - $2.12K
|
3.25K
$347K
|
|
|
Nov 12, 2021
Q3 2021
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
18+ 0.45% |
$2.09K - $2.12K
|
4.03K
$430K
|
|
|
Oct 29, 2021
Q3 2021
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
16+ 1.28% |
$1.86K - $1.89K
|
1.27K
$136K
|
|
|
Oct 08, 2021
Q3 2021
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
16+ 0.44% |
$1.86K - $1.89K
|
3.68K
$393K
|
|
|
Oct 28, 2021
Q3 2021
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
15+ 0.45% |
$1.74K - $1.77K
|
3.36K
$359K
|
|
|
Nov 12, 2021
Q3 2021
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
15+ 4.0% |
$1.74K - $1.77K
|
390
$41.6K
|
|
|
Oct 29, 2021
Q3 2021
|
Kingfisher Capital LLC
|
BUY
|
- |
15+ 0.27% |
$1.74K - $1.77K
|
5.51K
$588K
|
|
|
Nov 15, 2021
Q3 2021
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
13+ 0.36% |
$1.51K - $1.53K
|
3.62K
$386K
|
|
|
Oct 18, 2021
Q3 2021
|
Asset Dedication, LLC
|
BUY
|
- |
12New |
$1.39K - $1.42K
|
12
$1.28K
|
|
|
Oct 13, 2021
Q3 2021
|
Evanson Asset Management, LLC
|
BUY
|
- |
11+ 0.03% |
$1.28K - $1.3K
|
34.8K
$3.72M
|
|
|
Nov 08, 2021
Q3 2021
|
Marcum Wealth, LLC
|
BUY
|
- |
11+ 0.46% |
$1.28K - $1.3K
|
2.43K
$259K
|
|
|
Oct 22, 2021
Q3 2021
|
D.B. Root & Company, LLC
|
BUY
|
- |
10+ 0.24% |
$1.16K - $1.18K
|
4.18K
$446K
|
|
|
Oct 20, 2021
Q3 2021
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
10+ 0.22% |
$1.16K - $1.18K
|
4.63K
$494K
|
|
|
Oct 13, 2021
Q3 2021
|
Capital Investment Advisors, LLC
|
BUY
|
- |
9+ 0.03% |
$1.05K - $1.06K
|
26.3K
$2.81M
|
|
|
Oct 15, 2021
Q3 2021
|
Bogart Wealth, LLC
|
BUY
|
- |
9+ 4.27% |
$1.05K - $1.06K
|
220
$23.5K
|
|
|
Nov 12, 2021
Q3 2021
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
BUY
|
- |
8+ 0.02% |
$929 - $944
|
34K
$3.63M
|
|
|
Oct 21, 2021
Q3 2021
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
8+ 0.46% |
$929 - $944
|
1.76K
$187K
|
|
|
Mar 12, 2024
Q3 2021
|
Executive Wealth Group LLC
Kirkland, WA |
BUY
|
- |
8+ 0.09% |
$929 - $944
|
8.49K
$906K
|
|
|
Nov 10, 2021
Q3 2021
|
Jnba Financial Advisors
|
BUY
|
- |
7+ 0.07% |
$813 - $826
|
10.3K
$1.1M
|
|
|
Oct 22, 2021
Q3 2021
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
7+ 0.37% |
$813 - $826
|
1.89K
$201K
|
|
|
Nov 10, 2021
Q3 2021
|
Tfo Tdc, LLC
|
BUY
|
- |
6+ 0.38% |
$697 - $708
|
1.61K
$171K
|
|
|
Nov 02, 2021
Q3 2021
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
6+ 0.19% |
$697 - $708
|
3.2K
$342K
|
|
|
Nov 12, 2021
Q3 2021
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
6+ 0.32% |
$697 - $708
|
1.9K
$202K
|
|
|
Jul 28, 2022
Q3 2021
|
Sanford Advisory Services, LLC
|
BUY
|
- |
5+ 0.1% |
$581 - $590
|
5.14K
$548K
|
|
|
Nov 09, 2021
Q3 2021
|
Gamble Jones Investment Counsel
|
BUY
|
- |
4+ 0.04% |
$464 - $472
|
10.8K
$1.15M
|
|
|
Nov 10, 2021
Q3 2021
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
3+ 0.41% |
$348 - $354
|
736
$78.5K
|
|
|
Nov 12, 2021
Q3 2021
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
3+ 0.14% |
$348 - $354
|
2.12K
$226K
|
|
|
Nov 12, 2021
Q3 2021
|
Pittenger & Anderson Inc
|
BUY
|
- |
3New |
$348 - $354
|
3
$320
|
|
|
Nov 03, 2021
Q3 2021
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
3+ 0.17% |
$348 - $354
|
1.79K
$191K
|
|
|
Nov 16, 2021
Q3 2021
|
Parisi Gray Wealth Management
|
BUY
|
- |
2+ 0.1% |
$232 - $236
|
1.92K
$205K
|
|
|
Nov 12, 2021
Q3 2021
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
2+ 0.04% |
$232 - $236
|
4.79K
$511K
|
|
|
Oct 28, 2021
Q3 2021
|
Better Money Decisions, LLC
|
BUY
|
- |
2+ 0.2% |
$232 - $236
|
1K
$107K
|
|
|
Nov 02, 2021
Q3 2021
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
1+ 0.01% |
$116 - $118
|
8.12K
$866K
|
|
|
Nov 09, 2021
Q3 2021
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
1+ 0.15% |
$116 - $118
|
656
$70K
|
|
|
Oct 20, 2021
Q3 2021
|
Zhang Financial LLC
|
BUY
|
- |
1+ 0.0% |
$116 - $118
|
25.4K
$2.71M
|
|
|
Nov 15, 2021
Q3 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1+ 0.93% |
$116 - $118
|
108
$11.5K
|
|
|
Nov 12, 2021
Q3 2021
|
Harbor Advisory Corp
|
BUY
|
- |
1+ 0.01% |
$116 - $118
|
10.9K
$1.16M
|
|
|
Nov 01, 2021
Q3 2021
|
Element Wealth, LLC
|
BUY
|
- |
1+ 0.23% |
$116 - $118
|
445
$47.5K
|
|
|
Nov 10, 2021
Q3 2021
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
1+ 0.03% |
$116 - $118
|
3.36K
$359K
|
|
|
Nov 12, 2021
Q3 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.14% |
$116 - $118
|
695
$74.2K
|
|
|
Oct 12, 2021
Q3 2021
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-5- 0.14% |
$581 - $590
|
3.5K
$373K
|
|
|
Nov 12, 2021
Q3 2021
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-6- 4.65% |
$697 - $708
|
123
$13.1K
|
|
|
Oct 14, 2021
Q3 2021
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-6- 0.16% |
$697 - $708
|
3.65K
$390K
|
|
|
Nov 02, 2021
Q3 2021
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-7- 0.13% |
$813 - $826
|
5.21K
$555K
|