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 |
|---|---|---|---|---|---|---|---|
|
Feb 01, 2022
Q4 2021
|
Danda Trouve Investment Management, Inc.
|
BUY
|
- |
704New |
$81.2K - $82.1K
|
704
$76.3K
|
|
|
Jan 27, 2022
Q4 2021
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
698+ 18.4% |
$80.5K - $81.4K
|
4.49K
$487K
|
|
|
Feb 14, 2022
Q4 2021
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
696+ 0.83% |
$80.3K - $81.2K
|
84.2K
$9.12M
|
|
|
Feb 15, 2022
Q4 2021
|
Colony Group LLC
Boston, MA |
BUY
|
- |
686+ 6.85% |
$79.2K - $80K
|
10.7K
$1.16M
|
|
|
Jan 26, 2022
Q4 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
676+ 8.61% |
$78K - $78.8K
|
8.52K
$923K
|
|
|
Feb 14, 2022
Q4 2021
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
667+ 4.16% |
$77K - $77.8K
|
16.7K
$1.81M
|
|
|
Feb 14, 2022
Q4 2021
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
655New |
$75.6K - $76.4K
|
655
$71K
|
|
|
May 13, 2022
Q4 2021
|
Mechanics Financial Corp
|
BUY
|
- |
643New |
$74.2K - $75K
|
643
$69.7K
|
|
|
Apr 19, 2024
Q4 2021
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
630+ 21.81% |
$72.7K - $73.5K
|
3.52K
$381K
|
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
618+ 1.84% |
$71.3K - $72.1K
|
34.2K
$3.71M
|
|
|
Feb 11, 2022
Q4 2021
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
615+ 0.9% |
$71K - $71.7K
|
69.2K
$7.5M
|
|
|
Jan 19, 2022
Q4 2021
|
Key F Inancial Inc
|
BUY
|
- |
610+ 9.33% |
$70.4K - $71.1K
|
7.15K
$774K
|
|
|
Jan 21, 2022
Q4 2021
|
Global Retirement Partners, LLC
|
BUY
|
- |
593+ 2.47% |
$68.4K - $69.2K
|
24.6K
$2.67M
|
|
|
Feb 14, 2022
Q4 2021
|
Banque Cantonale Vaudoise
|
BUY
|
- |
580+ 181.25% |
$66.9K - $67.6K
|
900
$97.5K
|
|
|
Feb 11, 2022
Q4 2021
|
Aua Capital Management, LLC
Camp Hill, PA |
BUY
|
- |
580+ 0.98% |
$66.9K - $67.6K
|
59.9K
$6.49M
|
|
|
Jan 24, 2022
Q4 2021
|
Highland Private Wealth Management
|
BUY
|
- |
570+ 11.58% |
$65.8K - $66.5K
|
5.49K
$595K
|
|
|
Jan 24, 2022
Q4 2021
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
569+ 2.56% |
$65.7K - $66.4K
|
22.8K
$2.47M
|
|
|
Feb 08, 2022
Q4 2021
|
Advisory Resource Group
|
BUY
|
- |
562+ 4.65% |
$64.8K - $65.5K
|
12.7K
$1.37M
|
|
|
Jun 28, 2024
Q4 2021
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
558New |
$64.4K - $65.1K
|
558
$60.5K
|
|
|
Feb 14, 2022
Q4 2021
|
Orin Green Financial, LLC
|
BUY
|
- |
553+ 5.47% |
$63.8K - $64.5K
|
10.7K
$1.16M
|
|
|
Jan 31, 2022
Q4 2021
|
Spinnaker Trust
|
BUY
|
- |
550+ 3.33% |
$63.5K - $64.1K
|
17.1K
$1.85M
|
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
542+ 2.44% |
$62.5K - $63.2K
|
22.8K
$2.46M
|
|
|
Jan 18, 2022
Q4 2021
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
500+ 5.9% |
$57.7K - $58.3K
|
8.97K
$972K
|
|
|
Feb 10, 2022
Q4 2021
|
Crewe Advisors LLC
|
BUY
|
- |
495+ 34.19% |
$57.1K - $57.7K
|
1.94K
$211K
|
|
|
Jan 20, 2022
Q4 2021
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
494+ 7.78% |
$57K - $57.6K
|
6.84K
$741K
|
|
|
Feb 14, 2022
Q4 2021
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
480New |
$55.4K - $56K
|
480
$52K
|
|
|
Jan 25, 2022
Q4 2021
|
Newton One Investments LLC
|
BUY
|
- |
470+ 10.03% |
$54.2K - $54.8K
|
5.15K
$558K
|
|
|
Jan 28, 2022
Q4 2021
|
Argi Investment Services, LLC
|
BUY
|
- |
462+ 1.88% |
$53.3K - $53.9K
|
25.1K
$2.71M
|
|
|
Jan 18, 2022
Q4 2021
|
Kovack Advisors, Inc.
|
BUY
|
- |
459+ 13.0% |
$53K - $53.5K
|
3.99K
$432K
|
|
|
Jan 27, 2022
Q4 2021
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
453+ 4.16% |
$52.3K - $52.8K
|
11.3K
$1.23M
|
|
|
Jan 24, 2022
Q4 2021
|
National Bank Of Canada
|
BUY
|
- |
452New |
$52.2K - $52.7K
|
452
$49K
|
|
|
May 20, 2022
Q4 2021
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
445New |
$51.3K - $51.9K
|
445
$48.2K
|
|
|
Jan 31, 2022
Q4 2021
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
440+ 38.16% |
$50.8K - $51.3K
|
1.59K
$173K
|
|
|
Feb 01, 2022
Q4 2021
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
439+ 2.61% |
$50.7K - $51.2K
|
17.2K
$1.87M
|
|
|
Feb 03, 2022
Q4 2021
|
Hms Capital Management, LLC
|
BUY
|
- |
433+ 5.68% |
$50K - $50.5K
|
8.05K
$872K
|
|
|
Jan 18, 2022
Q4 2021
|
Tnf LLC
|
BUY
|
- |
432+ 0.87% |
$49.8K - $50.4K
|
49.8K
$5.4M
|
|
|
Jan 21, 2022
Q4 2021
|
Sabal Trust CO
|
BUY
|
- |
430+ 11.2% |
$49.6K - $50.1K
|
4.27K
$463K
|
|
|
Jan 24, 2022
Q4 2021
|
Northwest Wealth Management, LLC
|
BUY
|
- |
425+ 4.33% |
$49K - $49.6K
|
10.2K
$1.11M
|
|
|
Jan 12, 2022
Q4 2021
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
420+ 15.45% |
$48.5K - $49K
|
3.14K
$340K
|
|
|
Jan 20, 2022
Q4 2021
|
Level Financial Advisors, Inc.
|
BUY
|
- |
419New |
$48.3K - $48.9K
|
419
$45.4K
|
|
|
Feb 17, 2022
Q4 2021
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
418+ 16.02% |
$48.2K - $48.7K
|
3.03K
$328K
|
|
|
Jan 12, 2022
Q4 2021
|
First Hawaiian Bank
|
BUY
|
- |
409+ 2.51% |
$47.2K - $47.7K
|
16.7K
$1.81M
|
|
|
Feb 02, 2022
Q4 2021
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
402New |
$46.4K - $46.9K
|
402
$43.6K
|
|
|
Jan 31, 2022
Q4 2021
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
384+ 12.37% |
$44.3K - $44.8K
|
3.49K
$378K
|
|
|
Feb 11, 2022
Q4 2021
|
Ford Financial Group, LLC
|
BUY
|
- |
382New |
$44.1K - $44.5K
|
382
$41.4K
|
|
|
Feb 11, 2022
Q4 2021
|
Journey Advisory Group, LLC
|
BUY
|
- |
380+ 4.76% |
$43.8K - $44.3K
|
8.36K
$906K
|
|
|
Jan 28, 2022
Q4 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
378+ 2.8% |
$43.6K - $44.1K
|
13.9K
$1.51M
|
|
|
Feb 03, 2022
Q4 2021
|
Steward Financial Group LLC
|
BUY
|
- |
377New |
$43.5K - $44K
|
377
$40.8K
|
|
|
Mar 10, 2022
Q4 2021
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
372+ 3.21% |
$42.9K - $43.4K
|
12K
$1.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Gould Capital, LLC
|
BUY
|
- |
371New |
$42.8K - $43.3K
|
371
$40.2K
|