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 18, 2021
Q3 2021
|
Sabal Trust CO
|
SELL
|
- |
-128- 3.23% |
$14.9K - $15.1K
|
3.84K
$415K
|
|
Oct 06, 2021
Q3 2021
|
Evensky & Katz LLC
|
SELL
|
- |
-135- 22.5% |
$15.7K - $15.9K
|
465
$50.3K
|
|
Nov 10, 2021
Q3 2021
|
Argi Investment Services, LLC
|
SELL
|
- |
-143- 0.58% |
$16.6K - $16.9K
|
24.6K
$2.66M
|
|
Nov 05, 2021
Q3 2021
|
Sandy Spring Bank
|
SELL
|
- |
-145- 20.22% |
$16.8K - $17.1K
|
572
$61.8K
|
|
Nov 12, 2021
Q3 2021
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-148- 4.57% |
$17.2K - $17.5K
|
3.09K
$334K
|
|
Oct 08, 2021
Q3 2021
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-149- 16.43% |
$17.3K - $17.6K
|
758
$81.9K
|
|
Nov 16, 2021
Q3 2021
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-152- 0.28% |
$17.7K - $17.9K
|
53.6K
$5.79M
|
|
Oct 12, 2021
Q3 2021
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-159- 6.85% |
$18.5K - $18.8K
|
2.16K
$234K
|
|
Nov 08, 2021
Q3 2021
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-162- 0.07% |
$18.8K - $19.1K
|
231K
$24.9M
|
|
Sep 10, 2024
Q3 2021
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-174- 1.6% |
$20.2K - $20.5K
|
10.7K
$1.15M
|
|
Nov 05, 2021
Q3 2021
|
Summit Place Financial Advisors, LLC
|
SELL
|
- |
-175- 2.17% |
$20.3K - $20.6K
|
7.89K
$853K
|
|
Nov 16, 2021
Q3 2021
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-179- 2.71% |
$20.8K - $21.1K
|
6.44K
$696K
|
|
Nov 12, 2021
Q3 2021
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-187- 4.92% |
$21.7K - $22.1K
|
3.61K
$391K
|
|
Oct 28, 2021
Q3 2021
|
Harfst & Associates, Inc.
|
SELL
|
- |
-195- 4.16% |
$22.6K - $23K
|
4.5K
$486K
|
|
Oct 25, 2021
Q3 2021
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-197- 0.88% |
$22.9K - $23.2K
|
22.2K
$2.4M
|
|
Nov 05, 2021
Q3 2021
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-200Closed |
$23.2K - $23.6K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-205- 4.39% |
$23.8K - $24.2K
|
4.47K
$483K
|
|
Oct 22, 2021
Q3 2021
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-213- 0.58% |
$24.7K - $25.1K
|
36.4K
$3.93M
|
|
Nov 09, 2021
Q3 2021
|
Keebeck Alpha, LP
Stamford, CT |
SELL
|
- |
-214- 1.13% |
$24.8K - $25.2K
|
18.7K
$2.03M
|
|
Nov 10, 2021
Q3 2021
|
Column Capital Advisors, LLC
|
SELL
|
- |
-214- 2.07% |
$24.8K - $25.2K
|
10.1K
$1.1M
|
|
Nov 03, 2021
Q3 2021
|
West Coast Financial LLC
|
SELL
|
- |
-215- 2.77% |
$25K - $25.4K
|
7.54K
$815K
|
|
Nov 15, 2021
Q3 2021
|
D.A. Davidson & Co.
|
SELL
|
- |
-234- 2.74% |
$27.2K - $27.6K
|
8.3K
$897K
|
|
Oct 25, 2021
Q3 2021
|
Atlas Private Wealth Management
|
SELL
|
- |
-246- 3.77% |
$28.6K - $29K
|
6.28K
$679K
|
|
Oct 29, 2021
Q3 2021
|
Patron Partners, LLC
|
SELL
|
- |
-253- 3.65% |
$29.4K - $29.8K
|
6.67K
$721K
|
|
Oct 26, 2021
Q3 2021
|
Chesapeake Wealth Management
|
SELL
|
- |
-260- 4.74% |
$30.2K - $30.7K
|
5.22K
$564K
|
|
Nov 04, 2021
Q3 2021
|
Modera Wealth Management, LLC
|
SELL
|
- |
-260- 0.41% |
$30.2K - $30.7K
|
62.7K
$6.77M
|
|
Nov 12, 2021
Q3 2021
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-275- 6.55% |
$31.9K - $32.4K
|
3.93K
$424K
|
|
Nov 01, 2021
Q3 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-294- 0.95% |
$34.1K - $34.7K
|
30.6K
$3.3M
|
|
Oct 26, 2021
Q3 2021
|
Cambria Investment Management, L.P.
|
SELL
|
- |
-294- 2.14% |
$34.1K - $34.7K
|
13.4K
$1.45M
|
|
Oct 19, 2021
Q3 2021
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-297- 26.76% |
$34.5K - $35K
|
813
$87.9K
|
|
Jun 16, 2022
Q3 2021
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-298- 4.86% |
$34.6K - $35.1K
|
5.83K
$630K
|
|
Nov 03, 2021
Q3 2021
|
Bison Wealth, LLC
|
SELL
|
- |
-300- 21.54% |
$34.8K - $35.4K
|
1.09K
$118K
|
|
Oct 27, 2021
Q3 2021
|
Vaughan Nelson Investment Management, L.P.
|
SELL
|
- |
-310- 13.66% |
$36K - $36.6K
|
1.96K
$212K
|
|
Nov 10, 2021
Q3 2021
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-312- 0.36% |
$36.2K - $36.8K
|
85.9K
$9.29M
|
|
Oct 15, 2021
Q3 2021
|
Sheets Smith Wealth Management
|
SELL
|
- |
-312- 0.2% |
$36.2K - $36.8K
|
159K
$17.2M
|
|
Nov 05, 2021
Q3 2021
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-314- 1.56% |
$36.5K - $37K
|
19.9K
$2.15M
|
|
Nov 02, 2021
Q3 2021
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-317- 3.44% |
$36.8K - $37.4K
|
8.89K
$961K
|
|
Nov 15, 2021
Q3 2021
|
Wunderlich Capital Managemnt
Memphis, TN |
SELL
|
- |
-334- 1.02% |
$38.8K - $39.4K
|
32.5K
$3.51M
|
|
Nov 05, 2021
Q3 2021
|
Lincoln National Corp
|
SELL
|
- |
-340- 0.6% |
$39.5K - $40.1K
|
56.6K
$6.12M
|
|
Nov 04, 2021
Q3 2021
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-343- 1.53% |
$39.8K - $40.5K
|
22.1K
$2.39M
|
|
Nov 02, 2021
Q3 2021
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-367- 10.07% |
$42.6K - $43.3K
|
3.28K
$354K
|
|
Nov 12, 2021
Q3 2021
|
Jacobson & Schmitt Advisors, LLC
|
SELL
|
- |
-372- 0.78% |
$43.2K - $43.9K
|
47.2K
$5.1M
|
|
Nov 15, 2021
Q3 2021
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-375- 2.86% |
$43.5K - $44.2K
|
12.8K
$1.38M
|
|
Oct 12, 2021
Q3 2021
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-382- 19.45% |
$44.4K - $45.1K
|
1.58K
$171K
|
|
Nov 05, 2021
Q3 2021
|
Ford Financial Group, LLC
|
SELL
|
- |
-382Closed |
$44.4K - $45.1K
|
0
$0
|
|
Nov 05, 2021
Q3 2021
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-395- 3.41% |
$45.9K - $46.6K
|
11.2K
$1.21M
|
|
Nov 15, 2021
Q3 2021
|
Roffman Miller Associates Inc
Philadelphia, PA |
SELL
|
- |
-403- 3.85% |
$46.8K - $47.5K
|
10.1K
$1.09M
|
|
Nov 12, 2021
Q3 2021
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-409- 5.2% |
$47.5K - $48.2K
|
7.46K
$806K
|
|
Nov 12, 2021
Q3 2021
|
Coldstream Capital Management Inc
|
SELL
|
- |
-419- 0.29% |
$48.7K - $49.4K
|
146K
$15.8M
|
|
Oct 14, 2021
Q3 2021
|
Davenport & CO LLC
|
SELL
|
- |
-419- 2.02% |
$48.7K - $49.4K
|
20.3K
$2.19M
|