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 07, 2022
Q4 2021
|
Strategic Financial Planning, Inc.
|
SELL
|
- |
-1.69K- 37.16% |
$195K - $197K
|
2.86K
$309K
|
|
Jan 27, 2022
Q4 2021
|
Paragon Capital Management LTD
|
SELL
|
- |
-1.7K- 9.5% |
$196K - $198K
|
16.2K
$1.75M
|
|
Feb 11, 2022
Q4 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-1.73K- 1.43% |
$200K - $202K
|
119K
$12.9M
|
|
Feb 14, 2022
Q4 2021
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-1.73K- 41.56% |
$200K - $202K
|
2.44K
$263K
|
|
Feb 11, 2022
Q4 2021
|
Keystone Financial Group
|
SELL
|
- |
-1.75KClosed |
$202K - $204K
|
0
$0
|
|
Jan 20, 2022
Q4 2021
|
Patron Partners, LLC
|
SELL
|
- |
-1.75K- 26.29% |
$202K - $205K
|
4.92K
$531K
|
|
Feb 17, 2022
Q4 2021
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-1.79K- 23.25% |
$206K - $208K
|
5.89K
$637K
|
|
Feb 09, 2022
Q4 2021
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-1.79KClosed |
$206K - $208K
|
0
$0
|
|
Jan 07, 2022
Q4 2021
|
Vigilare Wealth Management
|
SELL
|
- |
-1.8KClosed |
$208K - $210K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-1.81K- 9.64% |
$209K - $211K
|
16.9K
$1.83M
|
|
Jan 09, 2024
Q4 2021
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-1.83K- 36.43% |
$211K - $213K
|
3.19K
$345K
|
|
Feb 10, 2022
Q4 2021
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-1.84K- 3.12% |
$212K - $214K
|
57K
$6.16M
|
|
Feb 07, 2022
Q4 2021
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-1.85K- 3.07% |
$213K - $215K
|
58.2K
$6.29M
|
|
Jan 31, 2022
Q4 2021
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-1.89KClosed |
$218K - $220K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-1.9KClosed |
$219K - $221K
|
0
$0
|
|
Jan 12, 2022
Q4 2021
|
Moneywise, Inc.
|
SELL
|
- |
-1.91K- 11.12% |
$220K - $223K
|
15.3K
$1.65M
|
|
Feb 14, 2022
Q4 2021
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-1.91K- 35.11% |
$220K - $223K
|
3.53K
$381K
|
|
Jan 19, 2022
Q4 2021
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-1.94KClosed |
$223K - $226K
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Vicus Capital
State College, PA |
SELL
|
- |
-1.95K- 2.9% |
$225K - $227K
|
65.3K
$7.06M
|
|
Jan 26, 2022
Q4 2021
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-2KClosed |
$231K - $233K
|
0
$0
|
|
Feb 08, 2022
Q4 2021
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-2K- 26.51% |
$231K - $233K
|
5.55K
$599K
|
|
Jan 21, 2022
Q4 2021
|
Elm Partners Management LLC
|
SELL
|
- |
-2.01K- 13.79% |
$231K - $234K
|
12.5K
$1.36M
|
|
Apr 21, 2022
Q4 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-2.01K- 38.25% |
$231K - $234K
|
3.24K
$350K
|
|
Feb 15, 2022
Q4 2021
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-2.03K- 8.42% |
$234K - $236K
|
22K
$2.38M
|
|
Feb 01, 2022
Q4 2021
|
D.B. Root & Company, LLC
|
SELL
|
- |
-2.04K- 48.74% |
$235K - $238K
|
2.14K
$231K
|
|
Jan 24, 2022
Q4 2021
|
Blue Zone Wealth Advisors, LLC
|
SELL
|
- |
-2.04K- 9.17% |
$235K - $238K
|
20.2K
$2.18M
|
|
Jan 19, 2022
Q4 2021
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-2.08K- 1.23% |
$240K - $242K
|
167K
$18M
|
|
Jan 19, 2022
Q4 2021
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-2.09KClosed |
$241K - $244K
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-2.13KClosed |
$246K - $248K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Legacy Advisors, LLC
|
SELL
|
- |
-2.14KClosed |
$247K - $249K
|
0
$0
|
|
Feb 03, 2022
Q4 2021
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-2.14K- 2.19% |
$247K - $250K
|
95.6K
$10.3M
|
|
Jan 19, 2022
Q4 2021
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-2.16KClosed |
$250K - $252K
|
0
$0
|
|
Feb 07, 2022
Q4 2021
|
Dt Investment Partners, LLC
|
SELL
|
- |
-2.17K- 1.49% |
$251K - $254K
|
144K
$15.6M
|
|
Feb 01, 2022
Q4 2021
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-2.21K- 19.65% |
$255K - $258K
|
9.05K
$978K
|
|
Feb 09, 2022
Q4 2021
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-2.23KClosed |
$257K - $259K
|
0
$0
|
|
Jan 21, 2022
Q4 2021
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-2.38K- 27.24% |
$274K - $277K
|
6.35K
$686K
|
|
Feb 10, 2022
Q4 2021
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-2.41KClosed |
$278K - $281K
|
0
$0
|
|
Feb 01, 2022
Q4 2021
|
Marcum Wealth, LLC
|
SELL
|
- |
-2.43KClosed |
$280K - $283K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-2.51K- 36.87% |
$289K - $292K
|
4.29K
$464K
|
|
Feb 11, 2022
Q4 2021
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-2.57K- 0.7% |
$296K - $300K
|
364K
$39.3M
|
|
Feb 10, 2022
Q4 2021
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-2.58K- 23.08% |
$298K - $301K
|
8.61K
$930K
|
|
Jan 21, 2022
Q4 2021
|
Wealthfront Advisers LLC
|
SELL
|
- |
-2.61K- 1.66% |
$301K - $304K
|
154K
$16.7M
|
|
Feb 15, 2022
Q4 2021
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-2.61K- 11.28% |
$301K - $304K
|
20.5K
$2.22M
|
|
Jan 31, 2022
Q4 2021
|
Mcdonald Partners LLC
|
SELL
|
- |
-2.63K- 97.84% |
$304K - $307K
|
58
$6.27K
|
|
Jan 21, 2022
Q4 2021
|
Edge Wealth Management LLC
|
SELL
|
- |
-2.66K- 97.97% |
$307K - $310K
|
55
$5.94K
|
|
Jul 11, 2022
Q4 2021
|
Range Financial Group LLC
|
SELL
|
- |
-2.71KClosed |
$312K - $316K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Riverpoint Wealth Management Holdings, LLC
|
SELL
|
- |
-2.72KClosed |
$314K - $317K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
SELL
|
- |
-2.85K- 0.42% |
$329K - $333K
|
674K
$72.8M
|
|
Feb 08, 2022
Q4 2021
|
Nixon Peabody Trust CO
Boston, MA |
SELL
|
- |
-2.85KClosed |
$329K - $333K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-2.89KClosed |
$334K - $337K
|
0
$0
|