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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2022
Q4 2021
|
Olio Financial Planning
|
BUY
|
- |
66.9KNew |
$7.72M - $7.8M
|
66.9K
$7.25M
|
|
|
Jan 11, 2022
Q4 2021
|
Symmetry Partners, LLC
|
BUY
|
- |
66.6K+ 35.32% |
$7.68M - $7.76M
|
255K
$27.6M
|
|
|
Jan 20, 2022
Q4 2021
|
Sheets Smith Wealth Management
|
BUY
|
- |
64.9K+ 40.75% |
$7.49M - $7.56M
|
224K
$24.3M
|
|
|
Apr 08, 2022
Q4 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
64.7K+ 19.06% |
$7.47M - $7.55M
|
404K
$43.8M
|
|
|
Feb 11, 2022
Q4 2021
|
Sawtooth Solutions, LLC
|
BUY
|
- |
59.4K+ 242.62% |
$6.86M - $6.93M
|
83.9K
$9.09M
|
|
|
Feb 09, 2022
Q4 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
59.4K+ 41.79% |
$6.85M - $6.92M
|
201K
$21.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
58.6K+ 27.79% |
$6.76M - $6.84M
|
270K
$29.2M
|
|
|
Feb 09, 2022
Q4 2021
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
58KNew |
$6.69M - $6.77M
|
58K
$6.29M
|
|
|
Jul 28, 2023
Q4 2021
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
56.2KNew |
$6.48M - $6.55M
|
56.2K
$6.09M
|
|
|
Dec 27, 2022
Q4 2021
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
53.9K+ 222.1% |
$6.21M - $6.28M
|
78.1K
$8.46M
|
|
|
Jan 24, 2022
Q4 2021
|
Ellevest, Inc.
|
BUY
|
- |
53.9K+ 8.95% |
$6.21M - $6.28M
|
656K
$71.1M
|
|
|
Feb 08, 2022
Q4 2021
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
53.8K+ 76.45% |
$6.21M - $6.27M
|
124K
$13.5M
|
|
|
Feb 09, 2022
Q4 2021
|
55 I, LLC
Boston, MA |
BUY
|
- |
53.1K+ 17.23% |
$6.13M - $6.2M
|
361K
$39.2M
|
|
|
Feb 11, 2022
Q4 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
52.4K+ 12.82% |
$6.04M - $6.11M
|
461K
$49.9M
|
|
|
Jan 31, 2022
Q4 2021
|
Adviser Investments LLC
|
BUY
|
- |
52.2K+ 710.53% |
$6.03M - $6.09M
|
59.6K
$6.46M
|
|
|
Feb 11, 2022
Q4 2021
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
52.1K+ 365.8% |
$6.01M - $6.07M
|
66.3K
$7.18M
|
|
|
Jan 31, 2022
Q4 2021
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
49.8KNew |
$5.75M - $5.81M
|
49.8K
$5.39M
|
|
|
Feb 10, 2022
Q4 2021
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
49.4K+ 495.76% |
$5.7M - $5.76M
|
59.4K
$6.43M
|
|
|
Feb 15, 2022
Q4 2021
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
49KNew |
$5.65M - $5.71M
|
49K
$5.31M
|
|
|
Jan 28, 2022
Q4 2021
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
46.8K+ 12.44% |
$5.4M - $5.46M
|
423K
$45.8M
|
|
|
Jan 25, 2022
Q4 2021
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
46.7KNew |
$5.39M - $5.45M
|
46.7K
$5.06M
|
|
|
Feb 17, 2022
Q4 2021
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
46.6KNew |
$5.38M - $5.44M
|
46.6K
$5.05M
|
|
|
Apr 12, 2022
Q4 2021
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
43.4KNew |
$5.01M - $5.06M
|
43.4K
$4.7M
|
|
|
Jan 19, 2022
Q4 2021
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
42.9K+ 10.23% |
$4.95M - $5M
|
462K
$50.1M
|
|
|
Feb 18, 2022
Q4 2021
|
Vericrest Private Wealth
Newtown, PA |
BUY
|
- |
42.3KNew |
$4.88M - $4.94M
|
42.3K
$4.59M
|
|
|
Mar 23, 2023
Q4 2021
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
41.3K+ 52.36% |
$4.76M - $4.81M
|
120K
$13M
|
|
|
Feb 15, 2022
Q4 2021
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
40.1K+ 110.6% |
$4.62M - $4.67M
|
76.3K
$8.26M
|
|
|
Jun 07, 2022
Q4 2021
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
39.6KNew |
$4.57M - $4.62M
|
39.6K
$4.29M
|
|
|
Jan 31, 2022
Q4 2021
|
Regions Financial Corp
|
BUY
|
- |
38.1K+ 27.98% |
$4.39M - $4.44M
|
174K
$18.9M
|
|
|
Feb 08, 2022
Q4 2021
|
Parsec Financial Management, Inc.
|
BUY
|
- |
37.3K+ 638.14% |
$4.3M - $4.35M
|
43.1K
$4.67M
|
|
|
Feb 10, 2022
Q4 2021
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
36.8KNew |
$4.25M - $4.3M
|
36.8K
$3.99M
|
|
|
Feb 02, 2022
Q4 2021
|
Florin Court Capital LLP
|
BUY
|
- |
36.7K+ 87.38% |
$4.23M - $4.28M
|
78.7K
$8.53M
|
|
|
Jan 18, 2022
Q4 2021
|
Aries Wealth Management
|
BUY
|
- |
36.4K+ 728.94% |
$4.21M - $4.25M
|
41.4K
$4.49M
|
|
|
Feb 10, 2022
Q4 2021
|
Bailard, Inc.
|
BUY
|
- |
35.7K+ 11.71% |
$4.11M - $4.16M
|
340K
$36.9M
|
|
|
Feb 11, 2022
Q4 2021
|
First Ascent Asset Management, LLC
|
BUY
|
- |
35.6K+ 17.0% |
$4.1M - $4.15M
|
245K
$26.5M
|
|
|
Feb 01, 2022
Q4 2021
|
Fifth Third Bancorp
|
BUY
|
- |
35.3K+ 13.02% |
$4.07M - $4.12M
|
306K
$33.2M
|
|
|
Feb 04, 2022
Q4 2021
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
34.5K+ 64.45% |
$3.98M - $4.03M
|
88.1K
$9.55M
|
|
|
Feb 14, 2022
Q4 2021
|
Keystone Wealth Services, LLC
|
BUY
|
- |
32.3KNew |
$3.73M - $3.77M
|
32.3K
$3.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
32.1K+ 21.99% |
$3.7M - $3.74M
|
178K
$19.3M
|
|
|
Feb 11, 2022
Q4 2021
|
Mission Wealth Management, LP
|
BUY
|
- |
31.8K+ 24.56% |
$3.67M - $3.71M
|
161K
$17.5M
|
|
|
Aug 15, 2022
Q4 2021
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
31.7KNew |
$3.66M - $3.7M
|
31.7K
$3.44M
|
|
|
Feb 14, 2022
Q4 2021
|
Bivin & Associates, Inc.
Ponca City, OK |
BUY
|
- |
31.6KNew |
$3.64M - $3.68M
|
31.6K
$3.42M
|
|
|
Mar 01, 2022
Q4 2021
|
Ascent Group, LLC
|
BUY
|
- |
31.2KNew |
$3.6M - $3.64M
|
31.2K
$3.38M
|
|
|
Feb 14, 2022
Q4 2021
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
29.7K+ 95.15% |
$3.43M - $3.47M
|
61K
$6.61M
|
|
|
Feb 04, 2022
Q4 2021
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
29.1KNew |
$3.36M - $3.39M
|
29.1K
$3.15M
|
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
29K+ 24.08% |
$3.35M - $3.39M
|
150K
$16.2M
|
|
|
Feb 09, 2022
Q4 2021
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
28.9K+ 93.88% |
$3.34M - $3.37M
|
59.7K
$6.47M
|
|
|
Feb 02, 2022
Q4 2021
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
28.4K+ 27.06% |
$3.28M - $3.31M
|
133K
$14.4M
|
|
|
Feb 02, 2022
Q4 2021
|
Riversedge Advisors, LLC
|
BUY
|
- |
28.3KNew |
$3.27M - $3.31M
|
28.3K
$3.07M
|
|
|
Feb 11, 2022
Q4 2021
|
Jones Financial Companies Lllp
|
BUY
|
- |
28.2K+ 21.26% |
$3.26M - $3.29M
|
161K
$17.5M
|