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
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
6.47K+ 6.57% |
$751K - $763K
|
105K
$11.3M
|
|
|
Feb 15, 2022
Q3 2021
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
6.32K+ 58.8% |
$734K - $745K
|
17.1K
$1.84M
|
|
|
Oct 14, 2021
Q3 2021
|
Vicus Capital
State College, PA |
BUY
|
- |
6.22K+ 10.2% |
$723K - $734K
|
67.3K
$7.27M
|
|
|
Oct 05, 2021
Q3 2021
|
Chesley Taft & Associates LLC
|
BUY
|
- |
6.22K+ 5.2% |
$723K - $734K
|
126K
$13.6M
|
|
|
Oct 21, 2021
Q3 2021
|
First American Trust, Fsb
|
BUY
|
- |
6.18K+ 160.19% |
$717K - $729K
|
10K
$1.08M
|
|
|
Nov 12, 2021
Q3 2021
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
6.14KNew |
$713K - $724K
|
6.14K
$664K
|
|
|
Nov 12, 2021
Q3 2021
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
6.09K+ 49.93% |
$708K - $719K
|
18.3K
$1.98M
|
|
|
Oct 05, 2021
Q3 2021
|
Mc Adam, LLC
|
BUY
|
- |
6.02K+ 8.63% |
$699K - $710K
|
75.8K
$8.19M
|
|
|
Oct 12, 2021
Q3 2021
|
Legacy Private Trust Co.
|
BUY
|
- |
5.95K+ 5.24% |
$690K - $701K
|
119K
$12.9M
|
|
|
Oct 25, 2021
Q3 2021
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
5.78K+ 42.42% |
$671K - $681K
|
19.4K
$2.1M
|
|
|
Oct 29, 2021
Q3 2021
|
Smart Money Group LLC
|
BUY
|
- |
5.74K+ 58.43% |
$667K - $677K
|
15.6K
$1.68M
|
|
|
Nov 15, 2021
Q3 2021
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
5.64K+ 1128.4% |
$655K - $665K
|
6.14K
$664K
|
|
|
Oct 08, 2021
Q3 2021
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
5.6K+ 7.28% |
$651K - $661K
|
82.6K
$8.93M
|
|
|
Nov 12, 2021
Q3 2021
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
5.6K+ 26.27% |
$650K - $660K
|
26.9K
$2.91M
|
|
|
Oct 18, 2021
Q3 2021
|
Monumental Financial Group Inc.
|
BUY
|
- |
5.54K+ 27.1% |
$643K - $653K
|
26K
$2.81M
|
|
|
Oct 25, 2021
Q3 2021
|
Harvey Capital Management Inc
|
BUY
|
- |
5.5KNew |
$639K - $649K
|
5.5K
$594K
|
|
|
Oct 15, 2021
Q3 2021
|
Bartlett & Co. LLC
|
BUY
|
- |
5.47K+ 9.29% |
$636K - $646K
|
64.4K
$6.96M
|
|
|
Feb 13, 2024
Q3 2021
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
5.47K+ 9.29% |
$636K - $646K
|
64.4K
$6.96M
|
|
|
Nov 15, 2021
Q3 2021
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
5.37K+ 13.73% |
$624K - $634K
|
44.5K
$4.81M
|
|
|
Oct 28, 2021
Q3 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
5.36K+ 4.72% |
$622K - $632K
|
119K
$12.8M
|
|
|
Nov 15, 2021
Q3 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
5.36K+ 28.61% |
$622K - $632K
|
24.1K
$2.6M
|
|
|
Nov 05, 2021
Q3 2021
|
Truist Financial Corp
|
BUY
|
- |
5.34K+ 0.8% |
$620K - $630K
|
676K
$73.1M
|
|
|
Nov 08, 2021
Q3 2021
|
Meeder Asset Management Inc
|
BUY
|
- |
5.32K+ 21.03% |
$618K - $627K
|
30.6K
$3.31M
|
|
|
Nov 15, 2021
Q3 2021
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
5.29K+ 7.33% |
$615K - $624K
|
77.5K
$8.37M
|
|
|
Nov 15, 2021
Q3 2021
|
Altium Wealth Management LLC
|
BUY
|
- |
5.27K+ 71.85% |
$611K - $621K
|
12.6K
$1.36M
|
|
|
Oct 29, 2021
Q3 2021
|
Rda Financial Network
|
BUY
|
- |
5.22K+ 153.59% |
$606K - $615K
|
8.61K
$931K
|
|
|
Oct 14, 2021
Q3 2021
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
5.19K+ 3.26% |
$603K - $612K
|
165K
$17.8M
|
|
|
Oct 18, 2021
Q3 2021
|
Retirement Planning Group
|
BUY
|
- |
5.19K+ 17.48% |
$602K - $612K
|
34.9K
$3.77M
|
|
|
Oct 13, 2021
Q3 2021
|
Veery Capital, LLC
|
BUY
|
- |
5.08K+ 8.28% |
$589K - $599K
|
66.4K
$7.17M
|
|
|
Oct 28, 2021
Q3 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
5.03K+ 18.83% |
$584K - $594K
|
31.8K
$3.43M
|
|
|
Nov 08, 2021
Q3 2021
|
New Square Capital LLC
|
BUY
|
- |
4.87K+ 10.0% |
$565K - $574K
|
53.5K
$5.78M
|
|
|
Nov 09, 2021
Q3 2021
|
Graypoint LLC
|
BUY
|
- |
4.73K+ 11.6% |
$549K - $558K
|
45.5K
$4.92M
|
|
|
Nov 15, 2021
Q3 2021
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
4.69K+ 3.55% |
$544K - $553K
|
137K
$14.8M
|
|
|
Oct 28, 2021
Q3 2021
|
Grove Bank & Trust
|
BUY
|
- |
4.65K+ 8.46% |
$540K - $548K
|
59.6K
$6.44M
|
|
|
Oct 14, 2021
Q3 2021
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
4.59K+ 13.49% |
$533K - $542K
|
38.7K
$4.18M
|
|
|
Oct 12, 2021
Q3 2021
|
Cypress Capital Group
|
BUY
|
- |
4.26K+ 5.57% |
$495K - $502K
|
80.7K
$8.73M
|
|
|
Oct 13, 2021
Q3 2021
|
Cypress Wealth Services, LLC
|
BUY
|
- |
4.25K+ 13.08% |
$494K - $501K
|
36.8K
$3.97M
|
|
|
Oct 08, 2021
Q3 2021
|
Engrave Wealth Partners LLC
|
BUY
|
- |
4.25K+ 16.06% |
$493K - $501K
|
30.7K
$3.32M
|
|
|
Nov 08, 2021
Q3 2021
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
4.2K+ 4.86% |
$488K - $496K
|
90.7K
$9.81M
|
|
|
Nov 15, 2021
Q3 2021
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
4.15K+ 10.08% |
$481K - $489K
|
45.3K
$4.89M
|
|
|
Oct 26, 2021
Q3 2021
|
Reik & Co., LLC
|
BUY
|
- |
4.14K+ 47.88% |
$481K - $489K
|
12.8K
$1.38M
|
|
|
Oct 27, 2021
Q3 2021
|
Westside Investment Management, Inc.
|
BUY
|
- |
4K+ 17.7% |
$464K - $471K
|
26.6K
$2.87M
|
|
|
Oct 08, 2021
Q3 2021
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
3.97K+ 29.85% |
$461K - $468K
|
17.3K
$1.87M
|
|
|
Oct 22, 2021
Q3 2021
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
3.89K+ 34.23% |
$451K - $458K
|
15.2K
$1.65M
|
|
|
Oct 18, 2021
Q3 2021
|
Raymond James Trust N.A.
|
BUY
|
- |
3.83K+ 18.9% |
$445K - $452K
|
24.1K
$2.61M
|
|
|
Nov 12, 2021
Q3 2021
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
3.8KNew |
$441K - $448K
|
3.8K
$411K
|
|
|
Nov 15, 2021
Q3 2021
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
3.72K+ 10.77% |
$432K - $439K
|
38.3K
$4.14M
|
|
|
Nov 15, 2021
Q3 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
3.69K+ 55.13% |
$428K - $435K
|
10.4K
$1.12M
|
|
|
Nov 08, 2021
Q3 2021
|
Avalon Investment & Advisory
Houston, TX |
BUY
|
- |
3.65K+ 35.56% |
$423K - $430K
|
13.9K
$1.5M
|
|
|
Nov 15, 2021
Q3 2021
|
Beacon Financial Advisory LLC
|
BUY
|
- |
3.64K+ 186.48% |
$423K - $429K
|
5.59K
$604K
|