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 20, 2022
Q4 2021
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-2.95KClosed |
$340K - $343K
|
0
$0
|
|
|
Jan 20, 2022
Q4 2021
|
Parallel Advisors, LLC
|
SELL
|
- |
-3.02K- 7.15% |
$348K - $352K
|
39.2K
$4.24M
|
|
|
Jan 20, 2022
Q4 2021
|
G&S Capital LLC
|
SELL
|
- |
-3.27KClosed |
$378K - $382K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-3.36K- 22.79% |
$387K - $391K
|
11.4K
$1.23M
|
|
|
Feb 09, 2022
Q4 2021
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-3.39K- 91.18% |
$391K - $395K
|
328
$35.4K
|
|
|
Feb 15, 2022
Q4 2021
|
Belpointe Asset Management LLC
|
SELL
|
- |
-3.47K- 33.43% |
$400K - $404K
|
6.9K
$746K
|
|
|
Feb 09, 2022
Q4 2021
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-3.57K- 6.8% |
$412K - $416K
|
48.9K
$5.29M
|
|
|
Jan 28, 2022
Q4 2021
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-3.59K- 16.17% |
$415K - $419K
|
18.6K
$2.01M
|
|
|
Feb 10, 2022
Q4 2021
|
Brasada Capital Management, LP
Houston, TX |
SELL
|
- |
-3.61KClosed |
$416K - $421K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Bank Ozk
|
SELL
|
- |
-3.61K- 62.73% |
$417K - $421K
|
2.15K
$232K
|
|
|
Jan 20, 2022
Q4 2021
|
Retirement Planning Group
|
SELL
|
- |
-3.78K- 10.85% |
$436K - $441K
|
31.1K
$3.36M
|
|
|
Feb 14, 2022
Q4 2021
|
Sns Financial Group, LLC
|
SELL
|
- |
-3.81K- 14.78% |
$440K - $445K
|
22K
$2.38M
|
|
|
Jan 14, 2022
Q4 2021
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-3.92K- 35.49% |
$453K - $458K
|
7.13K
$771K
|
|
|
Jan 31, 2022
Q4 2021
|
Rda Financial Network
|
SELL
|
- |
-4.16K- 48.32% |
$480K - $485K
|
4.45K
$481K
|
|
|
Jan 19, 2022
Q4 2021
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-4.2K- 11.44% |
$485K - $490K
|
32.6K
$3.52M
|
|
|
Feb 04, 2022
Q4 2021
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-4.7KClosed |
$543K - $548K
|
0
$0
|
|
|
Jan 19, 2022
Q4 2021
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-4.95K- 43.72% |
$571K - $577K
|
6.37K
$689K
|
|
|
Jan 31, 2022
Q4 2021
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-5.18K- 66.23% |
$598K - $605K
|
2.64K
$286K
|
|
|
Feb 14, 2022
Q4 2021
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-5.3K- 12.76% |
$611K - $618K
|
36.2K
$3.91M
|
|
|
Feb 14, 2022
Q4 2021
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-5.42K- 88.28% |
$626K - $632K
|
720
$77.8K
|
|
|
Jan 12, 2022
Q4 2021
|
New England Guild Wealth Advisors, Inc.
|
SELL
|
- |
-5.42K- 27.79% |
$626K - $633K
|
14.1K
$1.52M
|
|
|
Feb 04, 2022
Q4 2021
|
Amg National Trust Bank
|
SELL
|
- |
-5.49K- 6.48% |
$634K - $641K
|
79.3K
$8.57M
|
|
|
Jan 25, 2022
Q4 2021
|
Kingfisher Capital LLC
|
SELL
|
- |
-5.51KClosed |
$636K - $642K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Biltmore Family Office, LLC
|
SELL
|
- |
-5.65K- 16.42% |
$651K - $658K
|
28.7K
$3.11M
|
|
|
Feb 11, 2022
Q4 2021
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-5.79KClosed |
$668K - $675K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Cooper Financial Group
|
SELL
|
- |
-5.81K- 45.02% |
$670K - $678K
|
7.1K
$767K
|
|
|
Jan 26, 2022
Q4 2021
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-5.84K- 47.29% |
$674K - $681K
|
6.51K
$703K
|
|
|
Feb 10, 2022
Q4 2021
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-5.84K- 55.98% |
$674K - $681K
|
4.59K
$496K
|
|
|
Jan 11, 2022
Q4 2021
|
Brookstone Capital Management
|
SELL
|
- |
-5.93K- 6.92% |
$684K - $691K
|
79.7K
$8.61M
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
SELL
|
- |
-5.94K- 5.06% |
$685K - $692K
|
111K
$12M
|
|
|
Feb 07, 2022
Q4 2021
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-6.14KClosed |
$708K - $716K
|
0
$0
|
|
|
Jan 27, 2022
Q4 2021
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-6.45K- 31.28% |
$744K - $752K
|
14.2K
$1.53M
|
|
|
Jan 26, 2022
Q4 2021
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-6.46K- 25.01% |
$746K - $754K
|
19.4K
$2.09M
|
|
|
Feb 01, 2022
Q4 2021
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-7.01KClosed |
$809K - $818K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Merit Financial Group, LLC
|
SELL
|
- |
-7.99KClosed |
$922K - $932K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Bowie Capital Management, LLC
Richardson, TX |
SELL
|
- |
-8KClosed |
$923K - $933K
|
0
$0
|
|
|
Jan 31, 2022
Q4 2021
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-8.04K- 4.34% |
$927K - $937K
|
177K
$19.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-8.34K- 5.76% |
$962K - $973K
|
136K
$14.7M
|
|
|
Jan 24, 2022
Q4 2021
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-8.44K- 1.54% |
$974K - $985K
|
541K
$58.5M
|
|
|
Feb 09, 2022
Q4 2021
|
Keebeck Alpha, LP
Stamford, CT |
SELL
|
- |
-8.5K- 45.35% |
$980K - $991K
|
10.2K
$1.11M
|
|
|
Jan 26, 2022
Q4 2021
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-8.53K- 6.36% |
$984K - $995K
|
126K
$13.6M
|
|
|
Jan 27, 2022
Q4 2021
|
Hartford Financial Management Inc.
|
SELL
|
- |
-8.6K- 32.92% |
$992K - $1M
|
17.5K
$1.89M
|
|
|
Mar 11, 2022
Q4 2021
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-8.69K- 10.83% |
$1M - $1.01M
|
71.5K
$7.73M
|
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-8.77K- 5.51% |
$1.01M - $1.02M
|
150K
$16.3M
|
|
|
Feb 07, 2022
Q4 2021
|
M&T Bank Corp
|
SELL
|
- |
-8.82K- 8.58% |
$1.02M - $1.03M
|
94K
$10.2M
|
|
|
Jan 31, 2022
Q4 2021
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-8.87K- 4.48% |
$1.02M - $1.03M
|
189K
$20.4M
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-9.27K- 4.87% |
$1.07M - $1.08M
|
181K
$19.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Avalon Investment & Advisory
Houston, TX |
SELL
|
- |
-9.72K- 69.99% |
$1.12M - $1.13M
|
4.17K
$451K
|
|
|
Feb 14, 2022
Q4 2021
|
Zeke Capital Advisors, LLC
Berwyn, PA |
SELL
|
- |
-9.92K- 5.12% |
$1.14M - $1.16M
|
184K
$19.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-9.95K- 67.85% |
$1.15M - $1.16M
|
4.71K
$509K
|