Purchases and Sales Made in Q4 2021 in Ishares National Muni Bond ETF (MUB)
This table provides information about the institutional ownership of Ishares National Muni Bond ETF (MUB) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 28, 2022
Q4 2021
|
Holland Advisory Services, Inc.
|
BUY
|
- |
1.91KNew |
$221K - $223K
|
1.91K
$207K
|
|
|
Feb 15, 2022
Q4 2021
|
Maple Capital Management, Inc.
|
BUY
|
- |
1.88K+ 91.11% |
$216K - $219K
|
3.94K
$425K
|
|
|
Feb 02, 2022
Q4 2021
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.87K+ 5.27% |
$215K - $217K
|
37.2K
$4.02M
|
|
|
Feb 23, 2022
Q4 2021
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
1.8K+ 27.72% |
$208K - $210K
|
8.29K
$896K
|
|
|
Jan 31, 2022
Q4 2021
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
1.79K+ 30.7% |
$207K - $209K
|
7.62K
$824K
|
|
|
Feb 11, 2022
Q4 2021
|
Bcr Wealth Strategies, LLC
|
BUY
|
- |
1.78KNew |
$205K - $207K
|
1.78K
$192K
|
|
|
Feb 04, 2022
Q4 2021
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
1.77KNew |
$204K - $206K
|
1.77K
$191K
|
|
|
Feb 14, 2022
Q4 2021
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
BUY
|
- |
1.75KNew |
$202K - $204K
|
1.75K
$189K
|
|
|
Jan 11, 2022
Q4 2021
|
Uma Financial Services, Inc.
|
BUY
|
- |
1.75K+ 10.98% |
$202K - $204K
|
17.7K
$1.91M
|
|
|
Jan 14, 2022
Q4 2021
|
Wedmont Private Capital
|
BUY
|
- |
1.74KNew |
$201K - $203K
|
1.74K
$188K
|
|
|
Feb 10, 2022
Q4 2021
|
Amj Financial Wealth Management
Leesburg, VA |
BUY
|
- |
1.74K+ 16.78% |
$200K - $202K
|
12.1K
$1.31M
|
|
|
Feb 02, 2022
Q4 2021
|
Family Firm, Inc.
|
BUY
|
- |
1.72KNew |
$198K - $201K
|
1.72K
$186K
|
|
|
Jan 12, 2022
Q4 2021
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
1.66K+ 26.54% |
$191K - $193K
|
7.9K
$854K
|
|
|
Feb 09, 2022
Q4 2021
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
1.63K+ 10.87% |
$189K - $191K
|
16.7K
$1.8M
|
|
|
Jan 19, 2022
Q4 2021
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
1.6K+ 3.36% |
$185K - $187K
|
49.3K
$5.32M
|
|
|
Feb 15, 2022
Q4 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.6K+ 20.09% |
$184K - $186K
|
9.55K
$1.03M
|
|
|
Feb 14, 2022
Q4 2021
|
Western Wealth Management, LLC
|
BUY
|
- |
1.58K+ 44.7% |
$182K - $184K
|
5.12K
$553K
|
|
|
Feb 14, 2022
Q4 2021
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
1.57K+ 3.32% |
$182K - $184K
|
48.9K
$5.29M
|
|
|
Feb 11, 2022
Q4 2021
|
Bouchey Financial Group LTD
|
BUY
|
- |
1.54K+ 2.65% |
$178K - $180K
|
59.7K
$6.45M
|
|
|
Feb 02, 2022
Q4 2021
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
1.54K+ 82.48% |
$178K - $179K
|
3.41K
$368K
|
|
|
Jan 18, 2022
Q4 2021
|
Procyon Advisors, LLC
|
BUY
|
- |
1.52K+ 12.73% |
$175K - $177K
|
13.5K
$1.45M
|
|
|
Feb 11, 2022
Q4 2021
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
1.51K+ 22.32% |
$175K - $176K
|
8.29K
$896K
|
|
|
Feb 01, 2022
Q4 2021
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
1.51K+ 5.12% |
$175K - $176K
|
31.1K
$3.36M
|
|
|
Feb 14, 2022
Q4 2021
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
1.51K+ 17.46% |
$174K - $176K
|
10.1K
$1.09M
|
|
|
Feb 08, 2022
Q4 2021
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
1.5K+ 11.13% |
$173K - $175K
|
15K
$1.62M
|
|
|
Feb 17, 2022
Q4 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.49K+ 2.48% |
$172K - $174K
|
61.8K
$6.68M
|
|
|
Jan 21, 2022
Q4 2021
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
1.49K+ 7.07% |
$171K - $173K
|
22.5K
$2.43M
|
|
|
Feb 09, 2022
Q4 2021
|
Umb Bank, N.A.
|
BUY
|
- |
1.47KNew |
$170K - $172K
|
1.47K
$159K
|
|
|
Feb 04, 2022
Q4 2021
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
1.45K+ 3.99% |
$167K - $169K
|
37.8K
$4.08M
|
|
|
Jan 31, 2022
Q4 2021
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
1.41K+ 2.79% |
$162K - $164K
|
51.9K
$5.61M
|
|
|
Feb 11, 2022
Q4 2021
|
Townsquare Capital LLC
|
BUY
|
- |
1.38K+ 9.45% |
$159K - $161K
|
16K
$1.73M
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.34K+ 26.72% |
$154K - $156K
|
6.35K
$686K
|
|
|
Jan 19, 2022
Q4 2021
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
1.33K+ 11.99% |
$154K - $156K
|
12.5K
$1.35M
|
|
|
Feb 07, 2022
Q4 2021
|
Phillips Financial Management, LLC
|
BUY
|
- |
1.33K+ 2.82% |
$153K - $155K
|
48.6K
$5.25M
|
|
|
Jan 27, 2022
Q4 2021
|
Fifth Third Securities, Inc.
|
BUY
|
- |
1.25K+ 5.99% |
$145K - $146K
|
22.2K
$2.4M
|
|
|
Feb 04, 2022
Q4 2021
|
Advisory Alpha, LLC
|
BUY
|
- |
1.24K+ 7.46% |
$143K - $145K
|
17.9K
$1.93M
|
|
|
May 15, 2024
Q4 2021
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
1.23KNew |
$142K - $143K
|
1.23K
$133K
|
|
|
Feb 07, 2022
Q4 2021
|
Red Wave Investments LLC
Dillsburg, PA |
BUY
|
- |
1.22K+ 2.29% |
$141K - $142K
|
54.4K
$5.88M
|
|
|
Jan 19, 2022
Q4 2021
|
Hudock, Inc.
|
BUY
|
- |
1.22K+ 1.32% |
$140K - $142K
|
93K
$10M
|
|
|
Jan 28, 2022
Q4 2021
|
Meritage Portfolio Management
|
BUY
|
- |
1.2K+ 3.98% |
$139K - $140K
|
31.4K
$3.4M
|
|
|
Jan 20, 2022
Q4 2021
|
Cra Financial Services, LLC
|
BUY
|
- |
1.17K+ 18.58% |
$135K - $137K
|
7.47K
$807K
|
|
|
Feb 09, 2022
Q4 2021
|
Flagship Private Wealth, LLC
|
BUY
|
- |
1.15K+ 7.06% |
$133K - $134K
|
17.5K
$1.89M
|
|
|
Jan 21, 2022
Q4 2021
|
Diligent Investors, LLC
|
BUY
|
- |
1.14K+ 29.07% |
$131K - $132K
|
5.04K
$545K
|
|
|
Feb 15, 2022
Q4 2021
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.13K+ 6.64% |
$131K - $132K
|
18.2K
$1.97M
|
|
|
Jan 28, 2022
Q4 2021
|
Dubuque Bank & Trust CO
|
BUY
|
- |
1.12K+ 44.96% |
$130K - $131K
|
3.62K
$392K
|
|
|
Jan 13, 2022
Q4 2021
|
Innova Wealth Partners
|
BUY
|
- |
1.12K+ 7.5% |
$129K - $131K
|
16.1K
$1.73M
|
|
|
Feb 07, 2022
Q4 2021
|
Lokken Investment Group LLC
|
BUY
|
- |
1.11K+ 26.5% |
$128K - $129K
|
5.28K
$571K
|
|
|
Jan 28, 2022
Q4 2021
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
1.11K+ 50.76% |
$128K - $129K
|
3.29K
$355K
|
|
|
Sep 10, 2024
Q4 2021
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
1.11K+ 10.35% |
$128K - $129K
|
11.8K
$1.27M
|
|
|
Feb 08, 2022
Q4 2021
|
Savant Capital, LLC
|
BUY
|
- |
1.1K+ 3.83% |
$127K - $128K
|
29.8K
$3.22M
|