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 25, 2022
Q4 2021
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
16.3K+ 206.15% |
$1.88M - $1.9M
|
24.2K
$2.61M
|
|
|
Jan 28, 2022
Q4 2021
|
Proffitt & Goodson Inc
|
BUY
|
- |
16.1KNew |
$1.85M - $1.87M
|
16.1K
$1.74M
|
|
|
Feb 11, 2022
Q4 2021
|
Aveo Capital Partners, LLC
|
BUY
|
- |
16.1K+ 41.48% |
$1.85M - $1.87M
|
54.8K
$5.92M
|
|
|
Jan 27, 2022
Q4 2021
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
16K+ 17.53% |
$1.85M - $1.87M
|
107K
$11.6M
|
|
|
Feb 09, 2022
Q4 2021
|
Facet Wealth, Inc.
|
BUY
|
- |
16K+ 4.56% |
$1.84M - $1.86M
|
366K
$39.6M
|
|
|
Jan 26, 2022
Q4 2021
|
Econ Financial Services Corp
|
BUY
|
- |
15.8KNew |
$1.83M - $1.85M
|
15.8K
$1.71M
|
|
|
Jan 26, 2022
Q4 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
15.7K+ 1.34% |
$1.81M - $1.83M
|
1.19M
$128M
|
|
|
Jan 13, 2022
Q4 2021
|
Apella Capital, LLC
|
BUY
|
- |
15.5K+ 13.36% |
$1.79M - $1.81M
|
131K
$14.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
15.2K+ 13.62% |
$1.76M - $1.77M
|
127K
$13.7M
|
|
|
Jan 10, 2022
Q4 2021
|
First National Bank Of Mount Dora, Trust Investment Services
|
BUY
|
- |
15K+ 12.51% |
$1.73M - $1.75M
|
135K
$14.6M
|
|
|
Mar 22, 2022
Q4 2021
|
Ascendant Capital Management, LLC
Los Angeles, CA |
BUY
|
- |
15K+ 115.38% |
$1.73M - $1.75M
|
28K
$3.03M
|
|
|
Jan 10, 2022
Q4 2021
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
14.8KNew |
$1.71M - $1.73M
|
14.8K
$1.6M
|
|
|
Feb 10, 2022
Q4 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
14.7K+ 12.17% |
$1.7M - $1.72M
|
136K
$14.7M
|
|
|
Jan 28, 2022
Q4 2021
|
Liquid Strategies, LLC
Atlanta, GA |
BUY
|
- |
14.5K+ 17.98% |
$1.68M - $1.7M
|
95.4K
$10.3M
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
14.4KNew |
$1.66M - $1.68M
|
14.4K
$1.56M
|
|
|
Feb 14, 2022
Q4 2021
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
14.2KNew |
$1.64M - $1.66M
|
14.2K
$1.54M
|
|
|
Feb 14, 2022
Q4 2021
|
Mc Broom & Associates, LLC
|
BUY
|
- |
13.7KNew |
$1.58M - $1.6M
|
13.7K
$1.48M
|
|
|
Feb 15, 2022
Q4 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
13.6K+ 4.85% |
$1.57M - $1.59M
|
295K
$31.9M
|
|
|
Jan 21, 2022
Q4 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
13.5K+ 5.36% |
$1.55M - $1.57M
|
265K
$28.6M
|
|
|
Jan 18, 2022
Q4 2021
|
Cx Institutional
|
BUY
|
- |
13.2K+ 14.9% |
$1.52M - $1.54M
|
102K
$11M
|
|
|
Feb 07, 2022
Q4 2021
|
Laird Norton Trust Company, LLC
|
BUY
|
- |
12.7K+ 432.47% |
$1.47M - $1.49M
|
15.7K
$1.7M
|
|
|
Feb 10, 2022
Q4 2021
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
12.6KNew |
$1.46M - $1.47M
|
12.6K
$1.36M
|
|
|
Feb 14, 2022
Q4 2021
|
Connable Office Inc
|
BUY
|
- |
12.5KNew |
$1.45M - $1.46M
|
12.5K
$1.36M
|
|
|
Feb 15, 2022
Q4 2021
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
12.5K+ 34.87% |
$1.44M - $1.46M
|
48.3K
$5.22M
|
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
12.4K+ 3.66% |
$1.43M - $1.45M
|
352K
$38M
|
|
|
Jan 21, 2022
Q4 2021
|
Melone Private Wealth, LLC
|
BUY
|
- |
12.4KNew |
$1.43M - $1.44M
|
12.4K
$1.34M
|
|
|
Feb 14, 2022
Q4 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
12.3K+ 41.36% |
$1.42M - $1.43M
|
41.9K
$4.53M
|
|
|
Feb 02, 2022
Q4 2021
|
Anson Capital, Inc.
|
BUY
|
- |
12.2KNew |
$1.41M - $1.42M
|
12.2K
$1.32M
|
|
|
Feb 11, 2022
Q4 2021
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
12.2KNew |
$1.4M - $1.42M
|
12.2K
$1.31M
|
|
|
Feb 17, 2022
Q4 2021
|
Titleist Asset Management, Ltd.
San Antonio, TX |
BUY
|
- |
12KNew |
$1.39M - $1.4M
|
12K
$1.3M
|
|
|
Feb 02, 2022
Q4 2021
|
Wesbanco Bank Inc
|
BUY
|
- |
11.8K+ 20.28% |
$1.36M - $1.37M
|
69.9K
$7.56M
|
|
|
Jan 28, 2022
Q4 2021
|
Hbc Financial Services, Pllc
|
BUY
|
- |
11.8K+ 9.76% |
$1.36M - $1.37M
|
132K
$14.3M
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
11.8K+ 53.41% |
$1.36M - $1.37M
|
33.8K
$3.65M
|
|
|
Jan 28, 2022
Q4 2021
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
11.8KNew |
$1.36M - $1.37M
|
11.8K
$1.27M
|
|
|
Jan 27, 2022
Q4 2021
|
Leeward Financial Partners, LLC
|
BUY
|
- |
11.5KNew |
$1.32M - $1.34M
|
11.5K
$1.24M
|
|
|
Feb 10, 2022
Q4 2021
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
11.2K+ 6.82% |
$1.29M - $1.31M
|
176K
$19M
|
|
|
Jan 31, 2022
Q4 2021
|
Grove Bank & Trust
|
BUY
|
- |
11K+ 18.53% |
$1.27M - $1.29M
|
70.6K
$7.63M
|
|
|
Feb 07, 2022
Q4 2021
|
Barber Financial Group, Inc.
|
BUY
|
- |
10.9K+ 5.99% |
$1.26M - $1.27M
|
193K
$20.9M
|
|
|
Feb 11, 2022
Q4 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
10.8K+ 25.86% |
$1.24M - $1.26M
|
52.5K
$5.67M
|
|
|
Jan 21, 2022
Q4 2021
|
Concord Wealth Partners
|
BUY
|
- |
10.7K+ 61.94% |
$1.24M - $1.25M
|
28.1K
$3.03M
|
|
|
Feb 07, 2022
Q4 2021
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
10.7KNew |
$1.23M - $1.25M
|
10.7K
$1.16M
|
|
|
Feb 07, 2022
Q4 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
10.7K+ 22.28% |
$1.23M - $1.25M
|
58.7K
$6.35M
|
|
|
Jan 20, 2022
Q4 2021
|
Capital Insight Partners, LLC
|
BUY
|
- |
10.4K+ 10.99% |
$1.21M - $1.22M
|
105K
$11.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Lindenwold Advisors
|
BUY
|
- |
10.4KNew |
$1.2M - $1.22M
|
10.4K
$1.13M
|
|
|
Feb 08, 2022
Q4 2021
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
10.4K+ 34.62% |
$1.2M - $1.21M
|
40.5K
$4.37M
|
|
|
Feb 11, 2022
Q4 2021
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
10.3K+ 49.53% |
$1.19M - $1.2M
|
31.2K
$3.37M
|
|
|
Feb 11, 2022
Q4 2021
|
Rgt Wealth Advisors, LLC
|
BUY
|
- |
10.2KNew |
$1.17M - $1.18M
|
10.2K
$1.1M
|
|
|
Jan 19, 2022
Q4 2021
|
Curbstone Financial Management Corp
|
BUY
|
- |
10K+ 10.87% |
$1.16M - $1.17M
|
102K
$11M
|
|
|
Feb 11, 2022
Q4 2021
|
Treynor Bancshares, Inc.
|
BUY
|
- |
9.69KNew |
$1.12M - $1.13M
|
9.69K
$1.05M
|
|
|
Jan 07, 2022
Q4 2021
|
Mc Adam, LLC
|
BUY
|
- |
9.68K+ 12.78% |
$1.12M - $1.13M
|
85.4K
$9.23M
|