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 |
---|---|---|---|---|---|---|---|
Oct 08, 2021
Q3 2021
|
Mkd Wealth Coaches, LLC
Troy, MI |
SELL
|
- |
-9- 0.12% |
$1.05K - $1.06K
|
7.33K
$782K
|
|
Nov 07, 2023
Q3 2021
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-9- 0.18% |
$1.05K - $1.06K
|
5K
$534K
|
|
Nov 16, 2021
Q3 2021
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-12- 0.09% |
$1.39K - $1.42K
|
13.5K
$1.44M
|
|
Oct 26, 2021
Q3 2021
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-12- 0.38% |
$1.39K - $1.42K
|
3.14K
$335K
|
|
Nov 09, 2021
Q3 2021
|
Strategic Financial Planning, Inc.
|
SELL
|
- |
-14- 0.31% |
$1.63K - $1.65K
|
4.55K
$486K
|
|
Oct 07, 2021
Q3 2021
|
ETF Portfolio Partners, Inc.
|
SELL
|
- |
-15- 0.2% |
$1.74K - $1.77K
|
7.52K
$802K
|
|
Nov 09, 2021
Q3 2021
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-16Closed |
$1.86K - $1.89K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-19- 0.33% |
$2.21K - $2.24K
|
5.79K
$618K
|
|
Oct 20, 2021
Q3 2021
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-20Closed |
$2.32K - $2.36K
|
0
$0
|
|
Oct 15, 2021
Q3 2021
|
Fifth Third Bancorp
|
SELL
|
- |
-25- 0.01% |
$2.9K - $2.95K
|
271K
$28.9M
|
|
Nov 12, 2021
Q3 2021
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-26- 0.89% |
$3.02K - $3.07K
|
2.91K
$310K
|
|
Nov 01, 2021
Q3 2021
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-28- 1.12% |
$3.25K - $3.3K
|
2.47K
$263K
|
|
Oct 13, 2021
Q3 2021
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-30- 1.09% |
$3.48K - $3.54K
|
2.72K
$290K
|
|
Nov 02, 2021
Q3 2021
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-32- 1.62% |
$3.72K - $3.77K
|
1.95K
$208K
|
|
Nov 10, 2021
Q3 2021
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-36- 0.48% |
$4.18K - $4.25K
|
7.5K
$800K
|
|
Nov 15, 2021
Q3 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-40- 1.65% |
$4.64K - $4.72K
|
2.39K
$255K
|
|
Oct 07, 2021
Q3 2021
|
Lake Street Financial LLC
|
SELL
|
- |
-40- 0.3% |
$4.64K - $4.72K
|
13.5K
$1.44M
|
|
Nov 02, 2021
Q3 2021
|
Waldron Private Wealth LLC
|
SELL
|
- |
-43- 0.06% |
$4.99K - $5.07K
|
71.7K
$7.65M
|
|
Nov 15, 2021
Q3 2021
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-46- 0.82% |
$5.34K - $5.43K
|
5.54K
$591K
|
|
Oct 20, 2021
Q3 2021
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-48Closed |
$5.57K - $5.66K
|
0
$0
|
|
Nov 08, 2021
Q3 2021
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-50- 1.78% |
$5.81K - $5.9K
|
2.76K
$295K
|
|
Oct 06, 2021
Q3 2021
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-50Closed |
$5.81K - $5.9K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Wakefield Asset Management Lllp
Englewood, CO |
SELL
|
- |
-52- 1.56% |
$6.04K - $6.13K
|
3.29K
$351K
|
|
Oct 20, 2021
Q3 2021
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-53- 0.67% |
$6.15K - $6.25K
|
7.83K
$835K
|
|
Oct 08, 2021
Q3 2021
|
Johnson Midwest Financial, LLC
|
SELL
|
- |
-53- 6.72% |
$6.15K - $6.25K
|
736
$78.5K
|
|
Oct 12, 2021
Q3 2021
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-63- 1.0% |
$7.32K - $7.43K
|
6.25K
$666K
|
|
Oct 14, 2021
Q3 2021
|
Ritholtz Wealth Management
|
SELL
|
- |
-69- 0.28% |
$8.01K - $8.14K
|
24.7K
$2.64M
|
|
Nov 16, 2021
Q3 2021
|
Sadoff Investment Management LLC
|
SELL
|
- |
-69- 0.15% |
$8.01K - $8.14K
|
45.1K
$4.82M
|
|
Nov 12, 2021
Q3 2021
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-70- 2.7% |
$8.13K - $8.26K
|
2.52K
$269K
|
|
Oct 28, 2021
Q3 2021
|
Macroview Investment Management LLC
|
SELL
|
- |
-73- 8.7% |
$8.48K - $8.61K
|
766
$81.7K
|
|
Nov 12, 2021
Q3 2021
|
F3 Logic, LLC
|
SELL
|
- |
-78- 3.15% |
$9.06K - $9.2K
|
2.4K
$256K
|
|
Nov 12, 2021
Q3 2021
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-78- 3.55% |
$9.06K - $9.2K
|
2.12K
$226K
|
|
Nov 15, 2021
Q3 2021
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-83- 0.12% |
$9.64K - $9.79K
|
70.4K
$7.51M
|
|
Oct 13, 2021
Q3 2021
|
Wiser Wealth Management, Inc
|
SELL
|
- |
-84- 0.84% |
$9.75K - $9.91K
|
9.91K
$1.06M
|
|
Nov 10, 2021
Q3 2021
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-85- 5.25% |
$9.87K - $10K
|
1.54K
$164K
|
|
Nov 01, 2021
Q3 2021
|
Whittier Trust CO
|
SELL
|
- |
-85- 0.18% |
$9.87K - $10K
|
47.2K
$5.04M
|
|
Oct 19, 2021
Q3 2021
|
Pinnacle Associates LTD
|
SELL
|
- |
-90- 0.45% |
$10.5K - $10.6K
|
19.8K
$2.11M
|
|
Jan 09, 2024
Q3 2021
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-94- 1.84% |
$10.9K - $11.1K
|
5.02K
$536K
|
|
Oct 12, 2021
Q3 2021
|
Private Capital Management LLC
|
SELL
|
- |
-97- 5.24% |
$11.3K - $11.4K
|
1.75K
$187K
|
|
Oct 28, 2021
Q3 2021
|
Simplex Trading, LLC
|
SELL
|
- |
-100- 2.24% |
$11.6K - $11.8K
|
4.36K
$465K
|
|
Oct 14, 2021
Q3 2021
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-100- 5.07% |
$11.6K - $11.8K
|
1.87K
$200K
|
|
Nov 15, 2021
Q3 2021
|
Antonetti Capital Management LLC
|
SELL
|
- |
-100- 3.55% |
$11.6K - $11.8K
|
2.71K
$290K
|
|
Nov 05, 2021
Q3 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-102Closed |
$11.8K - $12K
|
0
$0
|
|
Oct 12, 2021
Q3 2021
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-105- 2.16% |
$12.2K - $12.4K
|
4.76K
$508K
|
|
Nov 15, 2021
Q3 2021
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-111- 1.13% |
$12.9K - $13.1K
|
9.71K
$1.04M
|
|
Oct 22, 2021
Q3 2021
|
Columbus Macro, LLC
|
SELL
|
- |
-112- 1.2% |
$13K - $13.2K
|
9.19K
$981K
|
|
Oct 26, 2021
Q3 2021
|
Meritage Portfolio Management
|
SELL
|
- |
-112- 0.37% |
$13K - $13.2K
|
30.2K
$3.22M
|
|
Nov 16, 2021
Q3 2021
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-114Closed |
$13.2K - $13.4K
|
0
$0
|
|
Oct 20, 2021
Q3 2021
|
Essex Savings Bank
|
SELL
|
- |
-120- 1.32% |
$13.9K - $14.2K
|
9K
$960K
|
|
Oct 08, 2021
Q3 2021
|
Tpg Financial Advisors, LLC
|
SELL
|
- |
-121- 2.78% |
$14.1K - $14.3K
|
4.23K
$451K
|