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 10, 2022
Q4 2021
|
Csenge Advisory Group
|
SELL
|
- |
-696- 5.5% |
$80.3K - $81.2K
|
12K
$1.3M
|
|
Jan 21, 2022
Q4 2021
|
Columbus Macro, LLC
|
SELL
|
- |
-711- 7.73% |
$82K - $82.9K
|
8.48K
$919K
|
|
Feb 14, 2022
Q4 2021
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-711- 1.89% |
$82K - $82.9K
|
36.9K
$4M
|
|
Feb 10, 2022
Q4 2021
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-757- 6.6% |
$87.4K - $88.3K
|
10.7K
$1.16M
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-789- 72.99% |
$91K - $92K
|
292
$31.6K
|
|
Feb 01, 2022
Q4 2021
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-799- 10.97% |
$92.2K - $93.2K
|
6.48K
$702K
|
|
Jan 26, 2022
Q4 2021
|
Signature Securities Group Corporation
|
SELL
|
- |
-811Closed |
$93.6K - $94.6K
|
0
$0
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-820- 4.7% |
$94.6K - $95.6K
|
16.6K
$1.8M
|
|
Jan 31, 2022
Q4 2021
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-837- 3.24% |
$96.6K - $97.6K
|
25K
$2.7M
|
|
Feb 07, 2022
Q4 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-869- 9.22% |
$100K - $101K
|
8.56K
$927K
|
|
Feb 01, 2022
Q4 2021
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-882- 19.57% |
$102K - $103K
|
3.62K
$393K
|
|
Feb 09, 2022
Q4 2021
|
Washington Trust CO
|
SELL
|
- |
-900- 28.78% |
$104K - $105K
|
2.23K
$241K
|
|
Nov 07, 2023
Q4 2021
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-916- 18.31% |
$106K - $107K
|
4.09K
$443K
|
|
Jan 14, 2022
Q4 2021
|
Strategy Asset Managers LLC
|
SELL
|
- |
-935- 19.94% |
$108K - $109K
|
3.75K
$407K
|
|
Feb 11, 2022
Q4 2021
|
Rice Partnership, LLC
|
SELL
|
- |
-975- 36.45% |
$113K - $114K
|
1.7K
$184K
|
|
Jan 07, 2022
Q4 2021
|
Capital Investment Services Of America, Inc.
|
SELL
|
- |
-1K- 1.33% |
$115K - $117K
|
74.3K
$8.04M
|
|
Jan 11, 2022
Q4 2021
|
Avondale Wealth Management
|
SELL
|
- |
-1K- 20.0% |
$115K - $117K
|
4K
$433K
|
|
Feb 14, 2022
Q4 2021
|
Better Money Decisions, LLC
|
SELL
|
- |
-1KClosed |
$115K - $117K
|
0
$0
|
|
Jan 25, 2022
Q4 2021
|
All Season Financial Advisors, Inc.
|
SELL
|
- |
-1.03K- 7.97% |
$119K - $120K
|
11.9K
$1.29M
|
|
Feb 02, 2022
Q4 2021
|
Sadoff Investment Management LLC
|
SELL
|
- |
-1.03K- 2.28% |
$119K - $120K
|
44.1K
$4.78M
|
|
Feb 02, 2022
Q4 2021
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-1.04K- 31.6% |
$120K - $121K
|
2.24K
$243K
|
|
Feb 07, 2022
Q4 2021
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-1.04K- 8.07% |
$120K - $122K
|
11.9K
$1.29M
|
|
Feb 14, 2022
Q4 2021
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-1.05K- 23.58% |
$122K - $123K
|
3.41K
$370K
|
|
Feb 11, 2022
Q4 2021
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-1.06K- 8.49% |
$122K - $124K
|
11.4K
$1.24M
|
|
Feb 11, 2022
Q4 2021
|
Portfolio Solutions, LLC
Troy, MI |
SELL
|
- |
-1.08K- 0.49% |
$125K - $126K
|
221K
$23.9M
|
|
Feb 09, 2022
Q4 2021
|
Btc Capital Management, Inc.
|
SELL
|
- |
-1.08K- 3.02% |
$125K - $126K
|
34.7K
$3.76M
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
SELL
|
- |
-1.19K- 2.36% |
$137K - $139K
|
49.2K
$5.33M
|
|
Feb 08, 2022
Q4 2021
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-1.24K- 33.35% |
$143K - $144K
|
2.47K
$268K
|
|
Feb 14, 2022
Q4 2021
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-1.25K- 22.55% |
$144K - $145K
|
4.28K
$463K
|
|
Feb 17, 2022
Q4 2021
|
V Wealth Advisors LLC
|
SELL
|
- |
-1.28K- 21.12% |
$148K - $149K
|
4.78K
$518K
|
|
Feb 14, 2022
Q4 2021
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-1.28K- 1.54% |
$148K - $150K
|
82.2K
$8.9M
|
|
Feb 10, 2022
Q4 2021
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-1.29K- 23.14% |
$149K - $150K
|
4.28K
$464K
|
|
Jan 28, 2022
Q4 2021
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-1.29KClosed |
$149K - $151K
|
0
$0
|
|
Jan 21, 2022
Q4 2021
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-1.3K- 4.57% |
$149K - $151K
|
27.1K
$2.93M
|
|
Jan 28, 2022
Q4 2021
|
Newport Capital Group, LLC
|
SELL
|
- |
-1.3K- 2.83% |
$150K - $152K
|
44.7K
$4.84M
|
|
Jan 18, 2022
Q4 2021
|
Ritholtz Wealth Management
|
SELL
|
- |
-1.32K- 5.33% |
$152K - $153K
|
23.4K
$2.53M
|
|
Feb 15, 2022
Q4 2021
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-1.36K- 4.17% |
$156K - $158K
|
31.1K
$3.37M
|
|
Feb 14, 2022
Q4 2021
|
Fca Corp
Houston, TX |
SELL
|
- |
-1.38K- 12.46% |
$160K - $161K
|
9.72K
$1.05M
|
|
Jan 19, 2022
Q4 2021
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-1.39K- 7.22% |
$161K - $162K
|
17.9K
$1.94M
|
|
Feb 16, 2022
Q4 2021
|
Ifs Advisors, LLC
|
SELL
|
- |
-1.41K- 9.17% |
$163K - $165K
|
14K
$1.52M
|
|
Jan 26, 2022
Q4 2021
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-1.42K- 2.81% |
$163K - $165K
|
49K
$5.31M
|
|
Jan 28, 2022
Q4 2021
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-1.44K- 23.44% |
$167K - $168K
|
4.72K
$511K
|
|
Feb 14, 2022
Q4 2021
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-1.46K- 1.8% |
$168K - $170K
|
79.6K
$8.62M
|
|
Feb 14, 2022
Q4 2021
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-1.49K- 33.92% |
$172K - $174K
|
2.9K
$315K
|
|
Jan 21, 2022
Q4 2021
|
Blb&B Advisors, LLC
|
SELL
|
- |
-1.5K- 33.13% |
$173K - $175K
|
3.03K
$328K
|
|
Jan 25, 2022
Q4 2021
|
Gofen & Glossberg LLC
|
SELL
|
- |
-1.52K- 34.2% |
$176K - $178K
|
2.93K
$317K
|
|
Feb 09, 2022
Q4 2021
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-1.59K- 12.26% |
$183K - $185K
|
11.4K
$1.23M
|
|
Dec 01, 2022
Q4 2021
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-1.59K- 12.26% |
$183K - $185K
|
11.4K
$1.23M
|
|
Jan 26, 2022
Q4 2021
|
Trust CO Of Virginia
|
SELL
|
- |
-1.6K- 25.13% |
$184K - $186K
|
4.75K
$515K
|
|
Feb 07, 2022
Q4 2021
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-1.69K- 3.44% |
$195K - $197K
|
47.4K
$5.14M
|