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 |
---|---|---|---|---|---|---|---|
Apr 19, 2024
Q3 2021
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
400+ 16.08% |
$46.4K - $47.2K
|
2.89K
$312K
|
|
Nov 12, 2021
Q3 2021
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
393+ 1.35% |
$45.6K - $46.4K
|
29.6K
$3.2M
|
|
Oct 15, 2021
Q3 2021
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
372+ 1.8% |
$43.2K - $43.9K
|
21K
$2.27M
|
|
Nov 05, 2021
Q3 2021
|
True Private Wealth Advisors
|
BUY
|
- |
358+ 2.86% |
$41.6K - $42.2K
|
12.9K
$1.39M
|
|
Oct 19, 2021
Q3 2021
|
Uma Financial Services, Inc.
|
BUY
|
- |
352+ 2.26% |
$40.9K - $41.5K
|
15.9K
$1.72M
|
|
Oct 26, 2021
Q3 2021
|
Independence Bank Of Kentucky
|
BUY
|
- |
347+ 11.44% |
$40.3K - $40.9K
|
3.38K
$365K
|
|
Nov 09, 2021
Q3 2021
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
341+ 5.23% |
$39.6K - $40.2K
|
6.86K
$741K
|
|
Nov 12, 2021
Q3 2021
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
338+ 41.47% |
$39.2K - $39.9K
|
1.15K
$125K
|
|
Nov 03, 2021
Q3 2021
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
319+ 2.09% |
$37K - $37.6K
|
15.6K
$1.68M
|
|
Oct 21, 2021
Q3 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
310+ 15.36% |
$36K - $36.6K
|
2.33K
$252K
|
|
Oct 14, 2021
Q3 2021
|
Riverview Trust CO
|
BUY
|
- |
305+ 1.67% |
$35.4K - $36K
|
18.5K
$2M
|
|
Nov 05, 2021
Q3 2021
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
299+ 37.56% |
$34.7K - $35.3K
|
1.1K
$118K
|
|
Nov 01, 2021
Q3 2021
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
299+ 1.58% |
$34.7K - $35.3K
|
19.3K
$2.08M
|
|
Oct 13, 2021
Q3 2021
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
291+ 9.05% |
$33.8K - $34.3K
|
3.51K
$379K
|
|
Nov 09, 2021
Q3 2021
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
290+ 1.84% |
$33.7K - $34.2K
|
16K
$1.73M
|
|
Nov 15, 2021
Q3 2021
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
286+ 1.0% |
$33.2K - $33.7K
|
28.9K
$3.13M
|
|
Oct 28, 2021
Q3 2021
|
Orin Green Financial, LLC
|
BUY
|
- |
285+ 2.9% |
$33.1K - $33.6K
|
10.1K
$1.09M
|
|
Nov 09, 2021
Q3 2021
|
Advisory Alpha, LLC
|
BUY
|
- |
281+ 1.72% |
$32.6K - $33.1K
|
16.6K
$1.8M
|
|
Oct 29, 2021
Q3 2021
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
275+ 9.72% |
$31.9K - $32.4K
|
3.1K
$336K
|
|
Oct 14, 2021
Q3 2021
|
Rhs Financial, LLC
|
BUY
|
- |
272+ 11.07% |
$31.6K - $32.1K
|
2.73K
$295K
|
|
Nov 12, 2021
Q3 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
261New |
$30.3K - $30.8K
|
261
$28.2K
|
|
Nov 16, 2021
Q3 2021
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
255+ 2.78% |
$29.6K - $30.1K
|
9.42K
$1.02M
|
|
Nov 15, 2021
Q3 2021
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
248+ 3.21% |
$28.8K - $29.2K
|
7.98K
$863K
|
|
Oct 20, 2021
Q3 2021
|
Northwest Wealth Management, LLC
|
BUY
|
- |
242+ 2.53% |
$28.1K - $28.5K
|
9.81K
$1.06M
|
|
Oct 06, 2021
Q3 2021
|
Centric Wealth Management
|
BUY
|
- |
237+ 12.67% |
$27.5K - $28K
|
2.11K
$228K
|
|
Nov 12, 2021
Q3 2021
|
Psi Advisors, LLC
|
BUY
|
- |
233New |
$27.1K - $27.5K
|
233
$25.2K
|
|
Nov 12, 2021
Q3 2021
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
222+ 5.93% |
$25.8K - $26.2K
|
3.97K
$429K
|
|
Oct 13, 2021
Q3 2021
|
Omega Financial Group, LLC
|
BUY
|
- |
222+ 1.25% |
$25.8K - $26.2K
|
18K
$1.95M
|
|
Nov 04, 2021
Q3 2021
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
221+ 0.22% |
$25.7K - $26.1K
|
102K
$11M
|
|
Oct 28, 2021
Q3 2021
|
Kanawha Capital Management LLC
|
BUY
|
- |
215+ 0.93% |
$25K - $25.4K
|
23.4K
$2.53M
|
|
Nov 02, 2021
Q3 2021
|
Flaharty Asset Management, LLC
|
BUY
|
- |
212+ 4.0% |
$24.6K - $25K
|
5.51K
$596K
|
|
Nov 08, 2021
Q3 2021
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
204+ 5.29% |
$23.7K - $24.1K
|
4.06K
$439K
|
|
Aug 10, 2023
Q3 2021
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
203New |
$23.6K - $23.9K
|
203
$21.9K
|
|
Nov 02, 2021
Q3 2021
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
200+ 7.05% |
$23.2K - $23.6K
|
3.04K
$328K
|
|
Nov 05, 2021
Q3 2021
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
198+ 2.81% |
$23K - $23.4K
|
7.24K
$783K
|
|
Dec 09, 2021
Q3 2021
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
193+ 2.72% |
$22.4K - $22.8K
|
7.28K
$787K
|
|
Nov 15, 2021
Q3 2021
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
192+ 1.26% |
$22.3K - $22.6K
|
15.4K
$1.66M
|
|
Oct 28, 2021
Q3 2021
|
Truepoint, Inc.
|
BUY
|
- |
178+ 3.71% |
$20.7K - $21K
|
4.98K
$538K
|
|
Oct 21, 2021
Q3 2021
|
Arrow Financial Corp
|
BUY
|
- |
175+ 1.96% |
$20.3K - $20.6K
|
9.08K
$982K
|
|
Jul 24, 2024
Q3 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
175+ 7.26% |
$20.3K - $20.6K
|
2.59K
$280K
|
|
Nov 24, 2021
Q3 2021
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
172+ 38.65% |
$20K - $20.3K
|
617
$66.7K
|
|
Nov 15, 2021
Q3 2021
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
170+ 1.29% |
$19.7K - $20K
|
13.4K
$1.45M
|
|
Nov 12, 2021
Q3 2021
|
Strong Box Wealth, LLC
|
BUY
|
- |
170+ 2.41% |
$19.7K - $20K
|
7.23K
$781K
|
|
Oct 12, 2021
Q3 2021
|
Founders Capital Management
|
BUY
|
- |
170+ 25.0% |
$19.7K - $20K
|
850
$91.9K
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
168+ 0.77% |
$19.5K - $19.8K
|
22K
$2.38M
|
|
Oct 08, 2021
Q3 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
168+ 2.19% |
$19.5K - $19.8K
|
7.85K
$848K
|
|
Nov 16, 2021
Q3 2021
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
158+ 5.79% |
$18.3K - $18.6K
|
2.89K
$312K
|
|
Nov 12, 2021
Q3 2021
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
156+ 1.08% |
$18.1K - $18.4K
|
14.7K
$1.58M
|
|
Nov 12, 2021
Q3 2021
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
155+ 2.21% |
$18K - $18.3K
|
7.18K
$776K
|
|
Oct 21, 2021
Q3 2021
|
Highland Private Wealth Management
|
BUY
|
- |
151+ 3.16% |
$17.5K - $17.8K
|
4.92K
$532K
|