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 11, 2022
Q4 2021
|
E Rn Financial, LLC
|
BUY
|
- |
356+ 1.08% |
$41.1K - $41.5K
|
33.3K
$3.6M
|
|
|
Feb 17, 2022
Q4 2021
|
Concorde Financial Corp
Dallas, TX |
BUY
|
- |
353New |
$40.7K - $41.2K
|
353
$38.2K
|
|
|
Feb 10, 2022
Q4 2021
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
351+ 3.75% |
$40.5K - $40.9K
|
9.72K
$1.05M
|
|
|
Feb 03, 2022
Q4 2021
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
350+ 0.33% |
$40.4K - $40.8K
|
106K
$11.5M
|
|
|
Jan 20, 2022
Q4 2021
|
4 J Wealth Management LLC
|
BUY
|
- |
338+ 2.18% |
$39K - $39.4K
|
15.8K
$1.71M
|
|
|
Jan 20, 2022
Q4 2021
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
334+ 1.68% |
$38.5K - $39K
|
20.2K
$2.19M
|
|
|
Mar 11, 2022
Q4 2021
|
City State Bank
Norwalk, IA |
BUY
|
- |
332New |
$38.3K - $38.7K
|
332
$36K
|
|
|
Feb 10, 2022
Q4 2021
|
Dean Investment Associates, LLC
Beavercreek, OH |
BUY
|
- |
312+ 1.57% |
$36K - $36.4K
|
20.2K
$2.18M
|
|
|
Feb 08, 2022
Q4 2021
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
311New |
$35.9K - $36.3K
|
311
$33.7K
|
|
|
Feb 16, 2022
Q4 2021
|
Covington Capital Management
|
BUY
|
- |
305+ 3.34% |
$35.2K - $35.6K
|
9.44K
$1.02M
|
|
|
Jan 31, 2022
Q4 2021
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
293+ 8.36% |
$33.8K - $34.2K
|
3.8K
$412K
|
|
|
Feb 08, 2022
Q4 2021
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
290+ 3.15% |
$33.5K - $33.8K
|
9.49K
$1.03M
|
|
|
Feb 07, 2022
Q4 2021
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
288+ 6.84% |
$33.2K - $33.6K
|
4.5K
$488K
|
|
|
Feb 11, 2022
Q4 2021
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
288+ 4.48% |
$33.2K - $33.6K
|
6.72K
$728K
|
|
|
Feb 14, 2022
Q4 2021
|
Wunderlich Capital Managemnt
Memphis, TN |
BUY
|
- |
273+ 0.84% |
$31.5K - $31.8K
|
32.8K
$3.55M
|
|
|
Jan 31, 2022
Q4 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
269+ 3.24% |
$31K - $31.4K
|
8.57K
$928K
|
|
|
Feb 14, 2022
Q4 2021
|
Iag Wealth Partners, LLC
|
BUY
|
- |
268+ 21.04% |
$30.9K - $31.3K
|
1.54K
$167K
|
|
|
Jan 19, 2022
Q4 2021
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
265+ 4.19% |
$30.6K - $30.9K
|
6.59K
$714K
|
|
|
Jan 03, 2022
Q4 2021
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
258+ 9.88% |
$29.8K - $30.1K
|
2.87K
$311K
|
|
|
Jan 13, 2022
Q4 2021
|
Vaughan Nelson Investment Management, L.P.
|
BUY
|
- |
250+ 12.76% |
$28.8K - $29.2K
|
2.21K
$239K
|
|
|
Feb 09, 2022
Q4 2021
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
241+ 4.91% |
$27.8K - $28.1K
|
5.15K
$558K
|
|
|
Feb 08, 2022
Q4 2021
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
231+ 1.34% |
$26.7K - $26.9K
|
17.4K
$1.89M
|
|
|
Jan 26, 2022
Q4 2021
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
230New |
$26.5K - $26.8K
|
230
$24.9K
|
|
|
Feb 08, 2022
Q4 2021
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
225+ 6.22% |
$26K - $26.2K
|
3.84K
$416K
|
|
|
Mar 11, 2022
Q4 2021
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
220+ 8.15% |
$25.4K - $25.7K
|
2.92K
$316K
|
|
|
Jan 12, 2022
Q4 2021
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
218+ 1.02% |
$25.2K - $25.4K
|
21.6K
$2.34M
|
|
|
Jan 31, 2022
Q4 2021
|
Raymond James Trust N.A.
|
BUY
|
- |
215+ 0.89% |
$24.8K - $25.1K
|
24.3K
$2.64M
|
|
|
Feb 10, 2022
Q4 2021
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
215+ 34.85% |
$24.8K - $25.1K
|
832
$90.1K
|
|
|
Jan 14, 2022
Q4 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
205+ 12.96% |
$23.7K - $23.9K
|
1.79K
$194K
|
|
|
May 11, 2023
Q4 2021
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
203New |
$23.4K - $23.7K
|
203
$22K
|
|
|
Jan 21, 2022
Q4 2021
|
Ahrens Investment Partners LLC
|
BUY
|
- |
200New |
$23.1K - $23.3K
|
200
$21.7K
|
|
|
Feb 04, 2022
Q4 2021
|
Auxano Advisors, LLC
|
BUY
|
- |
199+ 0.71% |
$23K - $23.2K
|
28.2K
$3.06M
|
|
|
Mar 09, 2022
Q4 2021
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
197New |
$22.7K - $23K
|
197
$21.3K
|
|
|
Jul 24, 2024
Q4 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
187+ 7.23% |
$21.6K - $21.8K
|
2.77K
$300K
|
|
|
Feb 11, 2022
Q4 2021
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
185New |
$21.3K - $21.6K
|
185
$20K
|
|
|
Jan 24, 2022
Q4 2021
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
184+ 1.62% |
$21.2K - $21.5K
|
11.5K
$1.25M
|
|
|
Jan 31, 2022
Q4 2021
|
Addison Advisors LLC
|
BUY
|
- |
183New |
$21.1K - $21.3K
|
183
$19.8K
|
|
|
Feb 10, 2022
Q4 2021
|
Zhang Financial LLC
|
BUY
|
- |
168+ 0.66% |
$19.4K - $19.6K
|
25.6K
$2.77M
|
|
|
Feb 11, 2022
Q4 2021
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
165+ 6.05% |
$19K - $19.2K
|
2.89K
$313K
|
|
|
Jan 24, 2022
Q4 2021
|
Omega Financial Group, LLC
|
BUY
|
- |
158+ 0.88% |
$18.2K - $18.4K
|
18.2K
$1.97M
|
|
|
Feb 15, 2022
Q4 2021
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
154+ 20.95% |
$17.8K - $18K
|
889
$96.3K
|
|
|
Feb 10, 2022
Q4 2021
|
Jacobson & Schmitt Advisors, LLC
|
BUY
|
- |
146+ 0.31% |
$16.8K - $17K
|
47.3K
$5.13M
|
|
|
Feb 09, 2022
Q4 2021
|
Red Cedar Capital, LLC
|
BUY
|
- |
138New |
$15.9K - $16.1K
|
138
$15K
|
|
|
Feb 14, 2022
Q4 2021
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
136+ 2.0% |
$15.7K - $15.9K
|
6.94K
$752K
|
|
|
Feb 14, 2022
Q4 2021
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
127New |
$14.7K - $14.8K
|
127
$13.8K
|
|
|
Feb 03, 2022
Q4 2021
|
Spectrum Management Group, LLC
|
BUY
|
- |
124+ 2.67% |
$14.3K - $14.5K
|
4.77K
$516K
|
|
|
Feb 14, 2022
Q4 2021
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
123+ 0.34% |
$14.2K - $14.3K
|
36.8K
$3.98M
|
|
|
Feb 08, 2022
Q4 2021
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
122+ 3.01% |
$14.1K - $14.2K
|
4.17K
$452K
|
|
|
Feb 24, 2022
Q4 2021
|
Rovin Capital
|
BUY
|
- |
119+ 5.52% |
$13.7K - $13.9K
|
2.28K
$247K
|
|
|
Feb 01, 2022
Q4 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
113+ 4.85% |
$13K - $13.2K
|
2.44K
$264K
|