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 03, 2021
Q3 2021
|
Hengehold Capital Management LLC
|
BUY
|
- |
2.31K+ 0.74% |
$268K - $272K
|
313K
$33.7M
|
|
|
Nov 15, 2021
Q3 2021
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
2.31K+ 8.85% |
$268K - $272K
|
28.4K
$3.06M
|
|
|
Nov 02, 2021
Q3 2021
|
Emerald Advisors, LLC
|
BUY
|
- |
2.28K+ 15.16% |
$264K - $269K
|
17.3K
$1.86M
|
|
|
Oct 14, 2021
Q3 2021
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
2.28KNew |
$264K - $268K
|
2.28K
$245K
|
|
|
Nov 12, 2021
Q3 2021
|
Centaurus Financial, Inc.
|
BUY
|
- |
2.24K+ 32.16% |
$260K - $264K
|
9.2K
$990K
|
|
|
Oct 07, 2021
Q3 2021
|
New England Guild Wealth Advisors, Inc.
|
BUY
|
- |
2.2K+ 12.7% |
$255K - $259K
|
19.5K
$2.1M
|
|
|
Nov 15, 2021
Q3 2021
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
2.19KNew |
$254K - $258K
|
2.19K
$235K
|
|
|
Nov 12, 2021
Q3 2021
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
2.18KNew |
$253K - $257K
|
2.18K
$234K
|
|
|
Oct 15, 2021
Q3 2021
|
Meridian Wealth Management, LLC
|
BUY
|
- |
2.16K+ 39.93% |
$250K - $254K
|
7.56K
$813K
|
|
|
Nov 08, 2021
Q3 2021
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
2.15K+ 16.69% |
$250K - $254K
|
15K
$1.62M
|
|
|
Nov 03, 2021
Q3 2021
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.15K+ 7.7% |
$249K - $253K
|
30.1K
$3.23M
|
|
|
Nov 05, 2021
Q3 2021
|
Pfg Advisors
|
BUY
|
- |
2.15K+ 20.39% |
$249K - $253K
|
12.7K
$1.36M
|
|
|
Nov 05, 2021
Q3 2021
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
2.12K+ 5.54% |
$246K - $250K
|
40.4K
$4.34M
|
|
|
Oct 28, 2021
Q3 2021
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
2.12K+ 3.91% |
$246K - $249K
|
56.2K
$6.04M
|
|
|
Nov 03, 2021
Q3 2021
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
2.11K+ 1.19% |
$245K - $248K
|
179K
$19.2M
|
|
|
Nov 03, 2021
Q3 2021
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
2.09KNew |
$243K - $246K
|
2.09K
$225K
|
|
|
Nov 03, 2021
Q3 2021
|
Occidental Asset Management, LLC
|
BUY
|
- |
2.09K+ 10.16% |
$243K - $246K
|
22.7K
$2.44M
|
|
|
Nov 15, 2021
Q3 2021
|
Maple Capital Management, Inc.
|
BUY
|
- |
2.06KNew |
$239K - $243K
|
2.06K
$222K
|
|
|
Nov 12, 2021
Q3 2021
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
2.05K+ 20.25% |
$238K - $241K
|
12.2K
$1.31M
|
|
|
Nov 12, 2021
Q3 2021
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
2.03K+ 0.56% |
$236K - $239K
|
366K
$39.4M
|
|
|
Oct 19, 2021
Q3 2021
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
2KNew |
$232K - $236K
|
2K
$215K
|
|
|
Oct 29, 2021
Q3 2021
|
Round Table Services, LLC
|
BUY
|
- |
2KNew |
$232K - $236K
|
2K
$215K
|
|
|
Oct 04, 2021
Q3 2021
|
Thomasville National Bank
|
BUY
|
- |
1.97KNew |
$228K - $232K
|
1.97K
$211K
|
|
|
Oct 20, 2021
Q3 2021
|
Tranquility Partners, LLC
|
BUY
|
- |
1.95KNew |
$226K - $230K
|
1.95K
$209K
|
|
|
Oct 21, 2021
Q3 2021
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
1.94KNew |
$225K - $228K
|
1.94K
$208K
|
|
|
Oct 18, 2021
Q3 2021
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1.87K+ 28.4% |
$217K - $221K
|
8.47K
$911K
|
|
|
Nov 12, 2021
Q3 2021
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
1.84K+ 12.29% |
$214K - $217K
|
16.8K
$1.81M
|
|
|
Oct 19, 2021
Q3 2021
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
1.83K+ 3.78% |
$212K - $215K
|
50.1K
$5.39M
|
|
|
Oct 14, 2021
Q3 2021
|
Latitude Advisors, LLC
|
BUY
|
- |
1.83K+ 57.21% |
$212K - $215K
|
5.02K
$540K
|
|
|
Oct 26, 2021
Q3 2021
|
Advisory Resource Group
|
BUY
|
- |
1.78K+ 17.23% |
$206K - $210K
|
12.1K
$1.3M
|
|
|
Nov 12, 2021
Q3 2021
|
Keystone Financial Group
|
BUY
|
- |
1.75KNew |
$203K - $206K
|
1.75K
$188K
|
|
|
Nov 12, 2021
Q3 2021
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
1.74K+ 25.27% |
$202K - $205K
|
8.62K
$928K
|
|
|
Nov 04, 2021
Q3 2021
|
Monarch Capital Management Inc
|
BUY
|
- |
1.73KNew |
$201K - $204K
|
1.73K
$186K
|
|
|
Oct 26, 2021
Q3 2021
|
Edge Capital Group, LLC
|
BUY
|
- |
1.73KNew |
$201K - $204K
|
1.73K
$186K
|
|
|
Nov 09, 2021
Q3 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1.72K+ 1.79% |
$199K - $202K
|
97.8K
$10.5M
|
|
|
Oct 18, 2021
Q3 2021
|
Gradient Investments LLC
|
BUY
|
- |
1.71K+ 6.34% |
$198K - $201K
|
28.6K
$3.08M
|
|
|
Nov 15, 2021
Q3 2021
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.7K+ 4.36% |
$198K - $201K
|
40.8K
$4.39M
|
|
|
Oct 12, 2021
Q3 2021
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
1.7K+ 2.42% |
$198K - $201K
|
72.1K
$7.76M
|
|
|
Nov 08, 2021
Q3 2021
|
Keybank National Association
|
BUY
|
- |
1.65K+ 4.23% |
$191K - $194K
|
40.6K
$4.37M
|
|
|
Nov 08, 2021
Q3 2021
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
1.64K+ 10.52% |
$190K - $193K
|
17.2K
$1.85M
|
|
|
Oct 26, 2021
Q3 2021
|
Legacy Bridge, LLC
|
BUY
|
- |
1.61KNew |
$186K - $189K
|
1.61K
$173K
|
|
|
Nov 04, 2021
Q3 2021
|
Strategic Asset Management, LLC
|
BUY
|
- |
1.59KNew |
$185K - $187K
|
1.59K
$171K
|
|
|
Jan 03, 2023
Q3 2021
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
1.57K+ 30.4% |
$182K - $185K
|
6.72K
$723K
|
|
|
Oct 26, 2021
Q3 2021
|
First Business Financial Services, Inc.
|
BUY
|
- |
1.56K+ 4.07% |
$181K - $184K
|
39.9K
$4.3M
|
|
|
Oct 13, 2021
Q3 2021
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
1.53K+ 15.64% |
$178K - $181K
|
11.3K
$1.22M
|
|
|
Nov 05, 2021
Q3 2021
|
Insight Wealth Partners, LLC
|
BUY
|
- |
1.53K+ 2.56% |
$178K - $181K
|
61.3K
$6.6M
|
|
|
Nov 16, 2021
Q3 2021
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
1.51K+ 4.4% |
$175K - $178K
|
35.8K
$3.86M
|
|
|
Oct 13, 2021
Q3 2021
|
Chatham Capital Group, Inc.
|
BUY
|
- |
1.5K+ 13.07% |
$174K - $177K
|
13K
$1.4M
|
|
|
Oct 27, 2021
Q3 2021
|
Hills Bank & Trust CO
|
BUY
|
- |
1.5KNew |
$174K - $177K
|
1.5K
$161K
|
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.49K+ 9.32% |
$173K - $175K
|
17.4K
$1.88M
|