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 14, 2022
Q4 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
27.7K+ 12.43% |
$3.19M - $3.23M
|
250K
$27.1M
|
|
|
Feb 22, 2022
Q4 2021
|
Cypress Capital Management LLC
Greenville, DE |
BUY
|
- |
27.6KNew |
$3.19M - $3.22M
|
27.6K
$2.99M
|
|
|
Feb 14, 2022
Q4 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
27.5K+ 27.58% |
$3.17M - $3.21M
|
127K
$13.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
27.5KNew |
$3.17M - $3.2M
|
27.5K
$2.98M
|
|
|
Feb 15, 2022
Q4 2021
|
Elequin Capital LP
New York, NY |
BUY
|
- |
25.9KNew |
$2.99M - $3.03M
|
25.9K
$2.81M
|
|
|
Feb 10, 2022
Q4 2021
|
Citigroup Inc
|
BUY
|
- |
25.9K+ 21.94% |
$2.99M - $3.02M
|
144K
$15.6M
|
|
|
Jun 21, 2023
Q4 2021
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
25.8KNew |
$2.98M - $3.01M
|
25.8K
$2.8M
|
|
|
Jan 31, 2022
Q4 2021
|
Klingenstein Fields & CO LP
|
BUY
|
- |
25.8K+ 96.64% |
$2.97M - $3M
|
52.4K
$5.68M
|
|
|
Jan 25, 2022
Q4 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
25.6K+ 80.71% |
$2.96M - $2.99M
|
57.4K
$6.22M
|
|
|
Feb 14, 2022
Q4 2021
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
23.1KNew |
$2.66M - $2.69M
|
23.1K
$2.5M
|
|
|
Feb 11, 2022
Q4 2021
|
Coldstream Capital Management Inc
|
BUY
|
- |
23K+ 15.7% |
$2.65M - $2.68M
|
169K
$18.3M
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
22.2K+ 8.05% |
$2.56M - $2.58M
|
297K
$32.2M
|
|
|
Feb 14, 2022
Q4 2021
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
21.7K+ 74.68% |
$2.5M - $2.53M
|
50.7K
$5.49M
|
|
|
Feb 04, 2022
Q4 2021
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
21.5K+ 201.33% |
$2.48M - $2.51M
|
32.2K
$3.48M
|
|
|
Aug 16, 2024
Q4 2021
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
21.1K+ 180.27% |
$2.43M - $2.46M
|
32.8K
$3.55M
|
|
|
Jan 26, 2022
Q4 2021
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
20.8K+ 43.6% |
$2.4M - $2.43M
|
68.5K
$7.43M
|
|
|
Feb 14, 2022
Q4 2021
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
20.8K+ 15.23% |
$2.4M - $2.43M
|
157K
$17M
|
|
|
Jan 07, 2022
Q4 2021
|
Hollencrest Capital Management
|
BUY
|
- |
20.8KNew |
$2.4M - $2.42M
|
20.8K
$2.25M
|
|
|
Feb 14, 2022
Q4 2021
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
20.7KNew |
$2.39M - $2.42M
|
20.7K
$2.25M
|
|
|
Feb 11, 2022
Q4 2021
|
Life Planning Partners, Inc
|
BUY
|
- |
20.7KNew |
$2.39M - $2.41M
|
20.7K
$2.24M
|
|
|
Feb 17, 2022
Q4 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
20.6K+ 91.32% |
$2.37M - $2.4M
|
43.1K
$4.67M
|
|
|
Jan 14, 2022
Q4 2021
|
Garrett Investment Advisors LLC
|
BUY
|
- |
19.9K+ 288.12% |
$2.29M - $2.32M
|
26.8K
$2.9M
|
|
|
Feb 04, 2022
Q4 2021
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
19.8K+ 103.42% |
$2.28M - $2.31M
|
38.9K
$4.22M
|
|
|
Feb 15, 2022
Q4 2021
|
Crestwood Advisors Group LLC
|
BUY
|
- |
19.6K+ 2.4% |
$2.26M - $2.29M
|
837K
$90.7M
|
|
|
Jan 13, 2022
Q4 2021
|
Wedbush Securities Inc
|
BUY
|
- |
19.5K+ 129.36% |
$2.25M - $2.28M
|
34.6K
$3.75M
|
|
|
Aug 11, 2022
Q4 2021
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
19.3KNew |
$2.23M - $2.25M
|
19.3K
$2.09M
|
|
|
Feb 18, 2022
Q4 2021
|
Comerica Bank
|
BUY
|
- |
19.3K+ 17.84% |
$2.23M - $2.25M
|
127K
$13.8M
|
|
|
Feb 02, 2022
Q4 2021
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
18.8K+ 16.81% |
$2.17M - $2.2M
|
131K
$14.2M
|
|
|
Feb 03, 2022
Q4 2021
|
Liquid Strategies, LLC
Atlanta, GA |
BUY
|
- |
18.8K+ 19.73% |
$2.17M - $2.19M
|
114K
$12.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
18.7K+ 249.1% |
$2.15M - $2.18M
|
26.2K
$2.84M
|
|
|
Feb 14, 2022
Q4 2021
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
18.5K+ 14.46% |
$2.13M - $2.16M
|
146K
$15.9M
|
|
|
Feb 15, 2022
Q4 2021
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
18.1K+ 34.23% |
$2.09M - $2.11M
|
71K
$7.69M
|
|
|
Feb 01, 2022
Q4 2021
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
17.9K+ 4.26% |
$2.07M - $2.09M
|
439K
$47.5M
|
|
|
Feb 01, 2022
Q4 2021
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
17.7K+ 8.88% |
$2.04M - $2.06M
|
217K
$23.5M
|
|
|
Jan 13, 2022
Q4 2021
|
Burt Wealth Advisors
|
BUY
|
- |
17.6K+ 47.27% |
$2.04M - $2.06M
|
55K
$5.96M
|
|
|
Feb 22, 2022
Q4 2021
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
BUY
|
- |
17.6KNew |
$2.04M - $2.06M
|
17.6K
$1.91M
|
|
|
Jan 28, 2022
Q4 2021
|
Tufton Capital Management
|
BUY
|
- |
17.6KNew |
$2.03M - $2.06M
|
17.6K
$1.91M
|
|
|
Feb 14, 2022
Q4 2021
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
BUY
|
- |
17.6KNew |
$2.03M - $2.05M
|
17.6K
$1.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Aspiriant, LLC
|
BUY
|
- |
17.5K+ 4.56% |
$2.02M - $2.04M
|
401K
$43.5M
|
|
|
Feb 04, 2022
Q4 2021
|
Modera Wealth Management, LLC
|
BUY
|
- |
17.3K+ 27.57% |
$1.99M - $2.01M
|
79.9K
$8.66M
|
|
|
Feb 14, 2022
Q4 2021
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
17.2KNew |
$1.99M - $2.01M
|
17.2K
$1.87M
|
|
|
Feb 14, 2022
Q4 2021
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
BUY
|
- |
17.2KNew |
$1.98M - $2.01M
|
17.2K
$1.86M
|
|
|
Feb 15, 2022
Q4 2021
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
17.1KNew |
$1.97M - $2M
|
17.1K
$1.85M
|
|
|
Feb 07, 2022
Q4 2021
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
17K+ 9.52% |
$1.96M - $1.98M
|
196K
$21.2M
|
|
|
Jan 19, 2022
Q4 2021
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
17KNew |
$1.96M - $1.98M
|
17K
$1.84M
|
|
|
Feb 15, 2022
Q4 2021
|
Apeiron Ria LLC
|
BUY
|
- |
16.8KNew |
$1.94M - $1.96M
|
16.8K
$1.82M
|
|
|
Jan 21, 2022
Q4 2021
|
Allworth Financial LP
|
BUY
|
- |
16.8K+ 6.99% |
$1.94M - $1.96M
|
257K
$27.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
16.5K+ 27.2% |
$1.91M - $1.93M
|
77.4K
$8.38M
|
|
|
Feb 17, 2022
Q4 2021
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
16.4KNew |
$1.89M - $1.91M
|
16.4K
$1.77M
|
|
|
Feb 11, 2022
Q4 2021
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
16.3K+ 10.85% |
$1.88M - $1.9M
|
167K
$18.1M
|