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
|
Robinson Capital Management, LLC
|
SELL
|
- |
-10K- 98.94% |
$1.15M - $1.17M
|
107
$11.6K
|
|
|
Feb 14, 2022
Q4 2021
|
Greenwich Investment Management, Inc.
Stamford, CT |
SELL
|
- |
-10.5K- 45.19% |
$1.22M - $1.23M
|
12.8K
$1.38M
|
|
|
Feb 14, 2022
Q4 2021
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-10.7K- 43.02% |
$1.24M - $1.25M
|
14.2K
$1.54M
|
|
|
Feb 07, 2022
Q4 2021
|
Harbor Advisory Corp
|
SELL
|
- |
-10.9KClosed |
$1.26M - $1.27M
|
0
$0
|
|
|
Feb 16, 2022
Q4 2021
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-11K- 12.11% |
$1.27M - $1.28M
|
79.8K
$8.65M
|
|
|
Feb 02, 2022
Q4 2021
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-11.1KClosed |
$1.28M - $1.3M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-11.3K- 51.12% |
$1.3M - $1.32M
|
10.8K
$1.17M
|
|
|
Feb 11, 2022
Q4 2021
|
Johnson Financial Group, LLC
Denver, CO |
SELL
|
- |
-11.6KClosed |
$1.34M - $1.35M
|
0
$0
|
|
|
Jan 19, 2022
Q4 2021
|
Emerald Advisors, LLC
|
SELL
|
- |
-11.6K- 67.22% |
$1.34M - $1.36M
|
5.67K
$614K
|
|
|
Feb 22, 2022
Q4 2021
|
Capital Directions Investment Advisors, LLC
|
SELL
|
- |
-12.1K- 13.29% |
$1.39M - $1.41M
|
78.7K
$8.52M
|
|
|
Jan 12, 2022
Q4 2021
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-12.6K- 18.7% |
$1.45M - $1.46M
|
54.6K
$5.91M
|
|
|
Feb 11, 2022
Q4 2021
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-12.9K- 64.61% |
$1.49M - $1.51M
|
7.07K
$766K
|
|
|
Jan 12, 2022
Q4 2021
|
Gradient Investments LLC
|
SELL
|
- |
-12.9K- 45.23% |
$1.49M - $1.51M
|
15.7K
$1.7M
|
|
|
Feb 11, 2022
Q4 2021
|
Capstone Investment Advisors, LLC
New York, NY |
SELL
|
- |
-14K- 16.11% |
$1.62M - $1.63M
|
72.9K
$7.9M
|
|
|
Feb 15, 2022
Q4 2021
|
Cypress Capital Group
|
SELL
|
- |
-14.6K- 18.02% |
$1.68M - $1.7M
|
66.2K
$7.17M
|
|
|
Jan 18, 2022
Q4 2021
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-15.7K- 43.22% |
$1.82M - $1.83M
|
20.7K
$2.24M
|
|
|
Feb 08, 2022
Q4 2021
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-16.1K- 6.98% |
$1.86M - $1.88M
|
215K
$23.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-17.5KClosed |
$2.01M - $2.04M
|
0
$0
|
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-17.5K- 19.25% |
$2.02M - $2.04M
|
73.5K
$7.96M
|
|
|
Jan 18, 2022
Q4 2021
|
Collective Family Office LLC
|
SELL
|
- |
-17.8K- 48.64% |
$2.05M - $2.07M
|
18.8K
$2.03M
|
|
|
Feb 16, 2022
Q4 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-17.9K- 14.25% |
$2.07M - $2.09M
|
108K
$11.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-20.4KClosed |
$2.36M - $2.38M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-21.5KClosed |
$2.48M - $2.5M
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-23.4K- 0.51% |
$2.7M - $2.73M
|
4.59M
$497M
|
|
|
Jan 28, 2022
Q4 2021
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-23.5K- 36.93% |
$2.71M - $2.74M
|
40.1K
$4.35M
|
|
|
Feb 13, 2024
Q4 2021
|
United Community Bank
Greenville, SC |
SELL
|
- |
-24.3K- 94.36% |
$2.8M - $2.83M
|
1.45K
$157K
|
|
|
Jan 31, 2022
Q4 2021
|
1900 Wealth Management LLC
|
SELL
|
- |
-25.7K- 7.42% |
$2.97M - $3M
|
321K
$34.8M
|
|
|
Feb 11, 2022
Q4 2021
|
New World Advisors LLC
Hingham, MA |
SELL
|
- |
-25.9K- 35.69% |
$2.98M - $3.02M
|
46.6K
$5.05M
|
|
|
Feb 14, 2022
Q4 2021
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-27KClosed |
$3.11M - $3.15M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-27.4K- 75.23% |
$3.16M - $3.19M
|
9.02K
$977K
|
|
|
Jan 24, 2022
Q4 2021
|
Ifg Advisors, LLC
|
SELL
|
- |
-30.5K- 24.21% |
$3.52M - $3.56M
|
95.5K
$10.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-30.6K- 3.69% |
$3.53M - $3.56M
|
798K
$86.5M
|
|
|
Feb 14, 2022
Q4 2021
|
1607 Capital Partners, LLC
Richmond, VA |
SELL
|
- |
-32K- 19.73% |
$3.69M - $3.73M
|
130K
$14.1M
|
|
|
Feb 11, 2022
Q4 2021
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-33.2K- 11.11% |
$3.83M - $3.87M
|
266K
$28.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-34.6K- 9.29% |
$3.99M - $4.03M
|
338K
$36.6M
|
|
|
Jun 06, 2022
Q4 2021
|
Aries Wealth Management
|
SELL
|
- |
-35.5K- 85.71% |
$4.1M - $4.14M
|
5.92K
$641K
|
|
|
Jan 19, 2022
Q4 2021
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-38.2K- 68.01% |
$4.41M - $4.45M
|
18K
$1.95M
|
|
|
Feb 10, 2022
Q4 2021
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-39.7K- 89.12% |
$4.58M - $4.62M
|
4.84K
$525K
|
|
|
Jun 17, 2024
Q4 2021
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-40.6K- 85.22% |
$4.68M - $4.73M
|
7.04K
$762K
|
|
|
Feb 07, 2022
Q4 2021
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-41.9K- 35.35% |
$4.84M - $4.89M
|
76.7K
$8.31M
|
|
|
Feb 11, 2022
Q4 2021
|
Aft, Forsyth & Sober, LLC
|
SELL
|
- |
-45.3K- 78.8% |
$5.22M - $5.28M
|
12.2K
$1.32M
|
|
|
Jan 19, 2022
Q4 2021
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-51K- 29.02% |
$5.89M - $5.95M
|
125K
$13.5M
|
|
|
Jan 19, 2022
Q4 2021
|
West Financial Advisors, LLC
|
SELL
|
- |
-54.1K- 16.65% |
$6.24M - $6.3M
|
271K
$29.3M
|
|
|
Feb 08, 2022
Q4 2021
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-73.6KClosed |
$8.49M - $8.58M
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-83.4K- 19.78% |
$9.63M - $9.73M
|
338K
$36.7M
|
|
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
SELL
|
- |
-90.3K- 20.33% |
$10.4M - $10.5M
|
354K
$38.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-94.8K- 60.86% |
$10.9M - $11.1M
|
61K
$6.61M
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-95.2K- 29.66% |
$11M - $11.1M
|
226K
$24.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
SELL
|
- |
-120KClosed |
$13.9M - $14M
|
0
$0
|
|
|
Oct 26, 2022
Q4 2021
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-178K- 94.12% |
$20.5M - $20.7M
|
11.1K
$1.21M
|