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 08, 2022
Q4 2021
|
Venture Visionary Partners LLC
|
SELL
|
- |
-242- 3.56% |
$27.9K - $28.2K
|
6.56K
$709K
|
|
Feb 16, 2022
Q4 2021
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-249- 0.74% |
$28.7K - $29K
|
33.5K
$3.61M
|
|
Feb 11, 2022
Q4 2021
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-250- 6.92% |
$28.8K - $29.2K
|
3.36K
$364K
|
|
Feb 25, 2022
Q4 2021
|
Alpha Centric Advisors LLC
San Juan, PR |
SELL
|
- |
-251- 29.49% |
$29K - $29.3K
|
600
$64.8K
|
|
Jan 28, 2022
Q4 2021
|
Wipfli Financial Advisors Llc,
|
SELL
|
- |
-259- 10.14% |
$29.9K - $30.2K
|
2.3K
$248K
|
|
Feb 11, 2022
Q4 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-261Closed |
$30.1K - $30.4K
|
0
$0
|
|
Feb 02, 2022
Q4 2021
|
Pinnacle Associates LTD
|
SELL
|
- |
-263- 1.33% |
$30.3K - $30.7K
|
19.6K
$2.11M
|
|
Jan 12, 2022
Q4 2021
|
Engrave Wealth Partners LLC
|
SELL
|
- |
-266- 0.87% |
$30.7K - $31K
|
30.4K
$3.29M
|
|
Jan 14, 2022
Q4 2021
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-273- 11.99% |
$31.5K - $31.8K
|
2K
$216K
|
|
Feb 04, 2022
Q4 2021
|
F3 Logic, LLC
|
SELL
|
- |
-273- 11.38% |
$31.5K - $31.8K
|
2.13K
$230K
|
|
Feb 08, 2022
Q4 2021
|
Slow Capital, Inc.
|
SELL
|
- |
-276- 0.4% |
$31.8K - $32.2K
|
68K
$7.35M
|
|
Feb 03, 2022
Q4 2021
|
Cambria Investment Management, L.P.
|
SELL
|
- |
-278- 2.07% |
$32.1K - $32.4K
|
13.2K
$1.42M
|
|
Jan 27, 2022
Q4 2021
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-288- 3.55% |
$33.2K - $33.6K
|
7.83K
$846K
|
|
Feb 02, 2022
Q4 2021
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-325- 46.76% |
$37.5K - $37.9K
|
370
$40K
|
|
Feb 14, 2022
Q4 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-332- 9.63% |
$38.3K - $38.7K
|
3.12K
$337K
|
|
Jan 19, 2022
Q4 2021
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-343- 3.86% |
$39.6K - $40K
|
8.55K
$924K
|
|
Feb 08, 2022
Q4 2021
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-345- 4.32% |
$39.8K - $40.2K
|
7.64K
$825K
|
|
Jan 18, 2022
Q4 2021
|
Boenning & Scattergood, Inc.
|
SELL
|
- |
-349- 9.69% |
$40.3K - $40.7K
|
3.25K
$352K
|
|
Feb 14, 2022
Q4 2021
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-351- 13.27% |
$40.5K - $40.9K
|
2.3K
$248K
|
|
Jan 12, 2022
Q4 2021
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-358- 9.8% |
$41.3K - $41.7K
|
3.29K
$356K
|
|
Feb 04, 2022
Q4 2021
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-360Closed |
$41.5K - $42K
|
0
$0
|
|
Jan 21, 2022
Q4 2021
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-365- 5.13% |
$42.1K - $42.6K
|
6.75K
$730K
|
|
Jan 31, 2022
Q4 2021
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-386- 4.16% |
$44.5K - $45K
|
8.89K
$961K
|
|
Feb 08, 2022
Q4 2021
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-388- 12.78% |
$44.8K - $45.2K
|
2.65K
$286K
|
|
Feb 14, 2022
Q4 2021
|
Jag Capital Management, LLC
|
SELL
|
- |
-392- 2.15% |
$45.2K - $45.7K
|
17.8K
$1.93M
|
|
Jan 13, 2022
Q4 2021
|
Calton & Associates, Inc.
|
SELL
|
- |
-395- 2.12% |
$45.6K - $46.1K
|
18.2K
$1.97M
|
|
Feb 09, 2022
Q4 2021
|
Gamble Jones Investment Counsel
|
SELL
|
- |
-396- 3.67% |
$45.7K - $46.2K
|
10.4K
$1.12M
|
|
Jan 20, 2022
Q4 2021
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-400- 4.39% |
$46.2K - $46.6K
|
8.71K
$941K
|
|
Jan 24, 2022
Q4 2021
|
Clean Yield Group
|
SELL
|
- |
-433- 16.65% |
$50K - $50.5K
|
2.17K
$234K
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-447- 2.74% |
$51.6K - $52.1K
|
15.9K
$1.72M
|
|
Feb 01, 2022
Q4 2021
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-451- 4.83% |
$52K - $52.6K
|
8.9K
$961K
|
|
Feb 14, 2022
Q4 2021
|
Ifg Advisory, LLC
|
SELL
|
- |
-452- 3.42% |
$52.2K - $52.7K
|
12.8K
$1.38M
|
|
Feb 03, 2022
Q4 2021
|
Chesapeake Wealth Management
|
SELL
|
- |
-505- 9.67% |
$58.3K - $58.9K
|
4.72K
$510K
|
|
Feb 22, 2022
Q4 2021
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-505- 3.65% |
$58.3K - $58.9K
|
13.3K
$1.44M
|
|
Jan 27, 2022
Q4 2021
|
Vaughan & CO Securities, Inc.
|
SELL
|
- |
-507- 11.33% |
$58.5K - $59.1K
|
3.97K
$429K
|
|
Feb 14, 2022
Q4 2021
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-508- 5.23% |
$58.6K - $59.2K
|
9.2K
$994K
|
|
Feb 07, 2022
Q4 2021
|
Harfst & Associates, Inc.
|
SELL
|
- |
-510- 11.35% |
$58.8K - $59.5K
|
3.99K
$431K
|
|
Jan 24, 2022
Q4 2021
|
Verde Capital Management
|
SELL
|
- |
-512- 5.89% |
$59.1K - $59.7K
|
8.19K
$885K
|
|
Jan 19, 2022
Q4 2021
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-513- 0.8% |
$59.2K - $59.8K
|
63.5K
$6.86M
|
|
Jan 21, 2022
Q4 2021
|
Pfg Advisors
|
SELL
|
- |
-520- 4.11% |
$60K - $60.6K
|
12.1K
$1.31M
|
|
Feb 15, 2022
Q4 2021
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-522- 9.42% |
$60.2K - $60.9K
|
5.02K
$543K
|
|
Feb 08, 2022
Q4 2021
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-525- 5.69% |
$60.6K - $61.2K
|
8.71K
$941K
|
|
Feb 15, 2022
Q4 2021
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-532- 4.17% |
$61.4K - $62K
|
12.2K
$1.32M
|
|
Jan 25, 2022
Q4 2021
|
Anderson Hoagland & CO
|
SELL
|
- |
-536- 9.62% |
$61.8K - $62.5K
|
5.03K
$544K
|
|
Jan 18, 2022
Q4 2021
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-543- 1.34% |
$62.7K - $63.3K
|
39.8K
$4.3M
|
|
Feb 09, 2022
Q4 2021
|
River Glades Family Offices LLC
Naples, FL |
SELL
|
- |
-560- 2.81% |
$64.6K - $65.3K
|
19.4K
$2.09M
|
|
Jan 19, 2022
Q4 2021
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-590- 17.31% |
$68.1K - $68.8K
|
2.82K
$305K
|
|
Jan 27, 2022
Q4 2021
|
Mattern Wealth Management LLC
|
SELL
|
- |
-631- 1.0% |
$72.8K - $73.6K
|
62.7K
$6.78M
|
|
Jan 28, 2022
Q4 2021
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-650- 54.95% |
$75K - $75.8K
|
533
$57.6K
|
|
Jan 27, 2022
Q4 2021
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-651- 2.0% |
$75.1K - $75.9K
|
31.9K
$3.44M
|