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 13, 2021
Q3 2021
|
Verde Capital Management
|
SELL
|
- |
-964- 9.98% |
$112K - $114K
|
8.7K
$940K
|
|
Nov 05, 2021
Q3 2021
|
Calton & Associates, Inc.
|
SELL
|
- |
-992- 5.05% |
$115K - $117K
|
18.6K
$2.01M
|
|
Nov 03, 2021
Q3 2021
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-994- 25.57% |
$115K - $117K
|
2.89K
$313K
|
|
Oct 14, 2021
Q3 2021
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-1.02KClosed |
$119K - $121K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Fft Wealth Management LLC
West Conshohocken, PA |
SELL
|
- |
-1.03K- 9.91% |
$119K - $121K
|
9.32K
$1.01M
|
|
Oct 20, 2021
Q3 2021
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-1.04K- 10.5% |
$120K - $122K
|
8.84K
$955K
|
|
Oct 14, 2021
Q3 2021
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-1.16K- 0.62% |
$135K - $137K
|
185K
$20M
|
|
Nov 12, 2021
Q3 2021
|
Financial Insights, Inc.
|
SELL
|
- |
-1.18KClosed |
$137K - $139K
|
0
$0
|
|
Oct 05, 2021
Q3 2021
|
Savior LLC
|
SELL
|
- |
-1.27KClosed |
$147K - $149K
|
0
$0
|
|
Mar 09, 2022
Q3 2021
|
Alpha Centric Advisors LLC
San Juan, PR |
SELL
|
- |
-1.3K- 60.44% |
$151K - $153K
|
851
$92K
|
|
Nov 16, 2021
Q3 2021
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-1.31K- 23.88% |
$152K - $154K
|
4.17K
$451K
|
|
Dec 10, 2021
Q3 2021
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-1.32K- 1.18% |
$154K - $156K
|
111K
$12M
|
|
Nov 15, 2021
Q3 2021
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-1.35K- 3.65% |
$157K - $160K
|
35.8K
$3.87M
|
|
Nov 12, 2021
Q3 2021
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-1.39K- 12.59% |
$161K - $163K
|
9.62K
$1.04M
|
|
Oct 19, 2021
Q3 2021
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1.39K- 6.59% |
$161K - $163K
|
19.7K
$2.12M
|
|
Nov 01, 2021
Q3 2021
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-1.4K- 40.43% |
$162K - $165K
|
2.06K
$223K
|
|
Jan 27, 2023
Q3 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.42K- 25.24% |
$164K - $167K
|
4.19K
$453K
|
|
Nov 15, 2021
Q3 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.42K- 25.24% |
$164K - $167K
|
4.19K
$453K
|
|
Oct 13, 2021
Q3 2021
|
Corbenic Partners LLC
|
SELL
|
- |
-1.42K- 4.78% |
$165K - $167K
|
28.3K
$3.05M
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.42K- 1.41% |
$165K - $168K
|
99.7K
$10.8M
|
|
Nov 09, 2021
Q3 2021
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-1.53K- 2.51% |
$178K - $180K
|
59.3K
$6.41M
|
|
Nov 09, 2021
Q3 2021
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-1.55K- 41.01% |
$180K - $182K
|
2.23K
$241K
|
|
Oct 21, 2021
Q3 2021
|
Slow Capital, Inc.
|
SELL
|
- |
-1.58K- 2.26% |
$183K - $186K
|
68.3K
$7.38M
|
|
Nov 12, 2021
Q3 2021
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-1.6K- 39.86% |
$185K - $188K
|
2.41K
$260K
|
|
Oct 21, 2021
Q3 2021
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-1.66K- 10.72% |
$193K - $196K
|
13.8K
$1.5M
|
|
Nov 12, 2021
Q3 2021
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-1.68K- 1.8% |
$195K - $198K
|
91.3K
$9.87M
|
|
Nov 12, 2021
Q3 2021
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.71K- 13.72% |
$198K - $201K
|
10.7K
$1.16M
|
|
Nov 09, 2021
Q3 2021
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.72KClosed |
$200K - $203K
|
0
$0
|
|
Nov 01, 2021
Q3 2021
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-1.73KClosed |
$200K - $203K
|
0
$0
|
|
Oct 20, 2021
Q3 2021
|
Stokes Capital Advisors, LLC
|
SELL
|
- |
-1.75KClosed |
$203K - $206K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-1.78K- 28.4% |
$206K - $209K
|
4.48K
$484K
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.78K- 3.04% |
$207K - $210K
|
56.7K
$6.13M
|
|
Oct 28, 2021
Q3 2021
|
Amg National Trust Bank
|
SELL
|
- |
-1.84K- 2.12% |
$213K - $216K
|
84.8K
$9.16M
|
|
Oct 12, 2021
Q3 2021
|
Altfest L J & CO Inc
|
SELL
|
- |
-1.89KClosed |
$220K - $223K
|
0
$0
|
|
Oct 20, 2021
Q3 2021
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-1.92K- 30.37% |
$223K - $227K
|
4.4K
$476K
|
|
Oct 21, 2021
Q3 2021
|
Park Avenue Securities LLC
|
SELL
|
- |
-1.98K- 0.58% |
$230K - $233K
|
340K
$36.7M
|
|
Oct 25, 2021
Q3 2021
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-2KClosed |
$232K - $236K
|
0
$0
|
|
Oct 27, 2021
Q3 2021
|
Merit Financial Group, LLC
|
SELL
|
- |
-2K- 20.01% |
$232K - $236K
|
7.99K
$864K
|
|
Oct 25, 2021
Q3 2021
|
Minot Wealth Management LLC
|
SELL
|
- |
-2.03K- 29.96% |
$236K - $240K
|
4.75K
$513K
|
|
Nov 12, 2021
Q3 2021
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-2.07KClosed |
$241K - $244K
|
0
$0
|
|
Nov 02, 2021
Q3 2021
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-2.11K- 14.02% |
$245K - $249K
|
12.9K
$1.4M
|
|
Nov 10, 2021
Q3 2021
|
Cordatus Wealth Management LLC
Newtown, PA |
SELL
|
- |
-2.14KClosed |
$248K - $252K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Gen Trust, LLC
|
SELL
|
- |
-2.15K- 2.29% |
$249K - $253K
|
91.5K
$9.88M
|
|
Oct 12, 2021
Q3 2021
|
Ifg Advisory, LLC
|
SELL
|
- |
-2.19K- 14.2% |
$254K - $258K
|
13.2K
$1.43M
|
|
Nov 04, 2021
Q3 2021
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-2.19K- 8.87% |
$255K - $259K
|
22.5K
$2.44M
|
|
Nov 04, 2021
Q3 2021
|
Abundance Wealth Counselors
|
SELL
|
- |
-2.26KClosed |
$263K - $267K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-2.35K- 5.37% |
$273K - $278K
|
41.5K
$4.49M
|
|
Nov 09, 2021
Q3 2021
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-2.36K- 3.56% |
$275K - $279K
|
64K
$6.91M
|
|
Nov 15, 2021
Q3 2021
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-2.42KClosed |
$280K - $285K
|
0
$0
|
|
Nov 16, 2021
Q3 2021
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-2.43KClosed |
$282K - $286K
|
0
$0
|