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 16, 2021
Q3 2021
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
864+ 5.35% |
$100K - $102K
|
17K
$1.84M
|
|
|
Nov 05, 2021
Q3 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
858+ 2.0% |
$99.6K - $101K
|
43.7K
$4.72M
|
|
|
Jan 28, 2022
Q3 2021
|
Newport Capital Group, LLC
|
BUY
|
- |
828+ 1.83% |
$96.1K - $97.7K
|
46K
$4.97M
|
|
|
Nov 02, 2021
Q3 2021
|
Wade Financial Advisory, Inc
|
BUY
|
- |
820+ 6.34% |
$95.2K - $96.7K
|
13.8K
$1.49M
|
|
|
Nov 02, 2021
Q3 2021
|
Signature Securities Group Corporation
|
BUY
|
- |
811New |
$94.2K - $95.6K
|
811
$87.7K
|
|
|
Oct 26, 2021
Q3 2021
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
797+ 2.52% |
$92.5K - $94K
|
32.4K
$3.5M
|
|
|
Oct 25, 2021
Q3 2021
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
789+ 1.32% |
$91.6K - $93.1K
|
60.5K
$6.53M
|
|
|
Oct 18, 2021
Q3 2021
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
785+ 8.89% |
$91.2K - $92.6K
|
9.62K
$1.04M
|
|
|
Oct 13, 2021
Q3 2021
|
Gofen & Glossberg LLC
|
BUY
|
- |
779+ 21.2% |
$90.5K - $91.9K
|
4.45K
$481K
|
|
|
Nov 15, 2021
Q3 2021
|
Covington Capital Management
|
BUY
|
- |
775+ 9.28% |
$90K - $91.4K
|
9.13K
$987K
|
|
|
Oct 20, 2021
Q3 2021
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
759+ 3.69% |
$88.1K - $89.5K
|
21.4K
$2.31M
|
|
|
Oct 15, 2021
Q3 2021
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
746+ 7.36% |
$86.6K - $88K
|
10.9K
$1.18M
|
|
|
Nov 15, 2021
Q3 2021
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
745+ 13.76% |
$86.5K - $87.9K
|
6.16K
$666K
|
|
|
Oct 13, 2021
Q3 2021
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
727+ 16.61% |
$84.4K - $85.7K
|
5.11K
$552K
|
|
|
Oct 04, 2021
Q3 2021
|
Confluence Investment Management LLC
|
BUY
|
- |
723+ 3.01% |
$84K - $85.3K
|
24.8K
$2.68M
|
|
|
Nov 15, 2021
Q3 2021
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
719+ 7.78% |
$83.5K - $84.8K
|
9.96K
$1.08M
|
|
|
Oct 20, 2021
Q3 2021
|
Csenge Advisory Group
|
BUY
|
- |
696+ 5.82% |
$80.8K - $82.1K
|
12.7K
$1.37M
|
|
|
Oct 14, 2021
Q3 2021
|
Procyon Advisors, LLC
|
BUY
|
- |
687+ 6.11% |
$79.8K - $81K
|
11.9K
$1.29M
|
|
|
Nov 15, 2021
Q3 2021
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
678+ 168.24% |
$78.7K - $80K
|
1.08K
$117K
|
|
|
Nov 02, 2021
Q3 2021
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
666+ 24.29% |
$77.3K - $78.5K
|
3.41K
$368K
|
|
|
Oct 08, 2021
Q3 2021
|
Prosperity Planning, Inc.
|
BUY
|
- |
663+ 2.76% |
$77K - $78.2K
|
24.7K
$2.67M
|
|
|
Nov 05, 2021
Q3 2021
|
American Financial Advisors, LLC
|
BUY
|
- |
658+ 6.78% |
$76.4K - $77.6K
|
10.4K
$1.12M
|
|
|
Nov 12, 2021
Q3 2021
|
Hexagon Capital Partners LLC
|
BUY
|
- |
652New |
$75.7K - $76.9K
|
652
$70.5K
|
|
|
Nov 05, 2021
Q3 2021
|
Sigma Investment Counselors Inc
|
BUY
|
- |
650+ 28.63% |
$75.5K - $76.7K
|
2.92K
$316K
|
|
|
Nov 12, 2021
Q3 2021
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
650+ 121.95% |
$75.5K - $76.7K
|
1.18K
$128K
|
|
|
Oct 21, 2021
Q3 2021
|
Red Wave Investments LLC
Dillsburg, PA |
BUY
|
- |
620+ 1.18% |
$72K - $73.1K
|
53.2K
$5.75M
|
|
|
Nov 08, 2021
Q3 2021
|
Princeton Global Asset Management LLC
|
BUY
|
- |
614+ 758.02% |
$71.3K - $72.4K
|
695
$75.1K
|
|
|
Oct 26, 2021
Q3 2021
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
608+ 10.63% |
$70.6K - $71.7K
|
6.33K
$684K
|
|
|
Nov 05, 2021
Q3 2021
|
First National Trust CO
|
BUY
|
- |
595+ 7.87% |
$69.1K - $70.2K
|
8.16K
$882K
|
|
|
Oct 08, 2021
Q3 2021
|
Rede Wealth, LLC
|
BUY
|
- |
593+ 14.63% |
$68.9K - $69.9K
|
4.65K
$502K
|
|
|
Nov 05, 2021
Q3 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
586New |
$68K - $69.1K
|
586
$63.3K
|
|
|
Oct 25, 2021
Q3 2021
|
Round Rock Advisors, LLC
|
BUY
|
- |
580+ 15.66% |
$67.3K - $68.4K
|
4.28K
$463K
|
|
|
Nov 09, 2021
Q3 2021
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
576+ 9.28% |
$66.9K - $67.9K
|
6.78K
$733K
|
|
|
Nov 08, 2021
Q3 2021
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
575+ 5.28% |
$66.8K - $67.8K
|
11.5K
$1.24M
|
|
|
Nov 15, 2021
Q3 2021
|
Patten Group, Inc.
|
BUY
|
- |
559+ 9.78% |
$64.9K - $65.9K
|
6.27K
$678K
|
|
|
Oct 28, 2021
Q3 2021
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
538+ 2.13% |
$62.5K - $63.5K
|
25.8K
$2.79M
|
|
|
Nov 09, 2021
Q3 2021
|
Ifs Advisors, LLC
|
BUY
|
- |
532+ 3.58% |
$61.8K - $62.7K
|
15.4K
$1.66M
|
|
|
Nov 15, 2021
Q3 2021
|
Jacobi Capital Management LLC
|
BUY
|
- |
515+ 3.26% |
$59.8K - $60.7K
|
16.3K
$1.76M
|
|
|
Nov 15, 2021
Q3 2021
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
509+ 2.03% |
$59.1K - $60K
|
25.6K
$2.77M
|
|
|
Oct 22, 2021
Q3 2021
|
Global Retirement Partners, LLC
|
BUY
|
- |
497+ 2.11% |
$57.7K - $58.6K
|
24K
$2.6M
|
|
|
Nov 04, 2021
Q3 2021
|
Accel Wealth Management
|
BUY
|
- |
487+ 57.36% |
$56.6K - $57.4K
|
1.34K
$144K
|
|
|
Nov 03, 2021
Q3 2021
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
457+ 4.23% |
$53.1K - $53.9K
|
11.3K
$1.22M
|
|
|
Nov 12, 2021
Q3 2021
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
453+ 16.26% |
$52.6K - $53.4K
|
3.24K
$350K
|
|
|
Nov 12, 2021
Q3 2021
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
452+ 0.43% |
$52.5K - $53.3K
|
105K
$11.4M
|
|
|
Nov 12, 2021
Q3 2021
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
451+ 7.58% |
$52.4K - $53.2K
|
6.4K
$692K
|
|
|
Nov 12, 2021
Q3 2021
|
Journey Advisory Group, LLC
|
BUY
|
- |
448+ 5.95% |
$52K - $52.8K
|
7.98K
$862K
|
|
|
Nov 15, 2021
Q3 2021
|
Dakota Wealth Management
|
BUY
|
- |
440+ 1.7% |
$51.1K - $51.9K
|
26.4K
$2.85M
|
|
|
Nov 12, 2021
Q3 2021
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
425+ 8.15% |
$49.4K - $50.1K
|
5.64K
$610K
|
|
|
Oct 27, 2021
Q3 2021
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
425+ 5.16% |
$49.4K - $50.1K
|
8.66K
$936K
|
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
404+ 5.61% |
$46.9K - $47.6K
|
7.61K
$822K
|