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 |
|---|---|---|---|---|---|---|---|
|
Aug 31, 2022
Q4 2021
|
Acute Investment Advisory, LLC
Mesa, AZ |
BUY
|
- |
9.67KNew |
$1.12M - $1.13M
|
9.67K
$1.05M
|
|
|
Aug 25, 2022
Q4 2021
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
9.64KNew |
$1.11M - $1.12M
|
9.64K
$1.04M
|
|
|
Jan 28, 2022
Q4 2021
|
Wbh Advisory Inc
|
BUY
|
- |
9.55K+ 89.08% |
$1.1M - $1.11M
|
20.3K
$2.2M
|
|
|
Feb 04, 2022
Q4 2021
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
9.54KNew |
$1.1M - $1.11M
|
9.54K
$1.03M
|
|
|
May 11, 2022
Q4 2021
|
Bms Financial Advisors, LLC
|
BUY
|
- |
9.49KNew |
$1.1M - $1.11M
|
9.49K
$1.03M
|
|
|
Feb 08, 2022
Q4 2021
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
9.48K+ 39.78% |
$1.09M - $1.11M
|
33.3K
$3.61M
|
|
|
Apr 28, 2022
Q4 2021
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
9.47KNew |
$1.09M - $1.1M
|
9.47K
$1.03M
|
|
|
Feb 07, 2022
Q4 2021
|
Boyd Wealth Management, LLC
|
BUY
|
- |
9.43KNew |
$1.09M - $1.1M
|
9.43K
$1.02M
|
|
|
Jan 26, 2022
Q4 2021
|
Lincoln National Corp
|
BUY
|
- |
9.4K+ 16.6% |
$1.08M - $1.1M
|
66K
$7.16M
|
|
|
Jan 13, 2022
Q4 2021
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
9.22K+ 23.86% |
$1.06M - $1.08M
|
47.9K
$5.19M
|
|
|
Jan 31, 2022
Q4 2021
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
9.21KNew |
$1.06M - $1.07M
|
9.21K
$998K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
9.2K+ 15.68% |
$1.06M - $1.07M
|
67.9K
$7.36M
|
|
|
Jan 27, 2022
Q4 2021
|
Manning & Napier Group, LLC
|
BUY
|
- |
9.14K+ 4.67% |
$1.05M - $1.07M
|
205K
$22.2M
|
|
|
Jan 19, 2022
Q4 2021
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
9.04K+ 6.34% |
$1.04M - $1.05M
|
152K
$16.4M
|
|
|
Feb 15, 2022
Q4 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
8.8K+ 17.87% |
$1.01M - $1.03M
|
58K
$6.28M
|
|
|
Feb 15, 2022
Q4 2021
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
8.59K+ 49.85% |
$991K - $1M
|
25.8K
$2.8M
|
|
|
Mar 22, 2023
Q4 2021
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
8.59K+ 49.85% |
$991K - $1M
|
25.8K
$2.8M
|
|
|
May 17, 2024
Q4 2021
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
8.59K+ 49.85% |
$991K - $1M
|
25.8K
$2.8M
|
|
|
Jan 31, 2022
Q4 2021
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
8.55K+ 29.57% |
$987K - $997K
|
37.5K
$4.06M
|
|
|
Feb 14, 2022
Q4 2021
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
8.51K+ 76.63% |
$982K - $992K
|
19.6K
$2.12M
|
|
|
Feb 14, 2022
Q4 2021
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
8.48KNew |
$978K - $989K
|
8.48K
$918K
|
|
|
Jan 19, 2022
Q4 2021
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
8.39K+ 10.15% |
$968K - $978K
|
91K
$9.86M
|
|
|
Feb 15, 2022
Q4 2021
|
Stokes Family Office, LLC
|
BUY
|
- |
8.35K+ 128.69% |
$964K - $974K
|
14.8K
$1.61M
|
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
8.28K+ 54.11% |
$955K - $966K
|
23.6K
$2.55M
|
|
|
Feb 07, 2022
Q4 2021
|
Column Capital Advisors, LLC
|
BUY
|
- |
8.28K+ 81.54% |
$955K - $965K
|
18.4K
$2M
|
|
|
Feb 14, 2022
Q4 2021
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
8.17K+ 12.74% |
$943K - $953K
|
72.3K
$7.83M
|
|
|
Apr 01, 2022
Q4 2021
|
Erickson Financial Group, LLC
Allentown, PA |
BUY
|
- |
8.13KNew |
$938K - $948K
|
8.13K
$881K
|
|
|
Feb 14, 2022
Q4 2021
|
Glassman Wealth Services
|
BUY
|
- |
8.07KNew |
$931K - $941K
|
8.07K
$874K
|
|
|
Feb 09, 2022
Q4 2021
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
7.93K+ 30.97% |
$915K - $924K
|
33.5K
$3.63M
|
|
|
Feb 07, 2022
Q4 2021
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
7.92KNew |
$914K - $924K
|
7.92K
$858K
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
7.85K+ 13.84% |
$906K - $916K
|
64.6K
$7M
|
|
|
Jan 31, 2022
Q4 2021
|
Veracity Capital LLC
|
BUY
|
- |
7.77K+ 212.59% |
$896K - $906K
|
11.4K
$1.24M
|
|
|
Feb 08, 2022
Q4 2021
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
7.73KNew |
$892K - $901K
|
7.73K
$837K
|
|
|
Feb 10, 2022
Q4 2021
|
Davenport & CO LLC
|
BUY
|
- |
7.65K+ 37.69% |
$882K - $892K
|
27.9K
$3.03M
|
|
|
Jan 20, 2022
Q4 2021
|
Patten Group, Inc.
|
BUY
|
- |
7.56K+ 120.56% |
$873K - $882K
|
13.8K
$1.5M
|
|
|
Jan 12, 2022
Q4 2021
|
Legacy Private Trust Co.
|
BUY
|
- |
7.46K+ 6.25% |
$861K - $870K
|
127K
$13.7M
|
|
|
Jan 05, 2022
Q4 2021
|
Chesley Taft & Associates LLC
|
BUY
|
- |
7.33K+ 5.82% |
$845K - $854K
|
133K
$14.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
7.32K+ 5.64% |
$845K - $854K
|
137K
$14.9M
|
|
|
Jan 13, 2022
Q4 2021
|
Weitzel Financial Services, Inc.
|
BUY
|
- |
7.32K+ 12.17% |
$845K - $854K
|
67.4K
$7.31M
|
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
7.2K+ 64.6% |
$831K - $840K
|
18.4K
$1.99M
|
|
|
Feb 10, 2022
Q4 2021
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
7.08KNew |
$817K - $826K
|
7.08K
$767K
|
|
|
Feb 10, 2022
Q4 2021
|
Prospera Financial Services Inc
|
BUY
|
- |
7.08K+ 28.81% |
$816K - $825K
|
31.6K
$3.43M
|
|
|
Jan 18, 2022
Q4 2021
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
7.06KNew |
$815K - $824K
|
7.06K
$765K
|
|
|
Jan 26, 2022
Q4 2021
|
S.C. Financial Services, Inc.
|
BUY
|
- |
7.05KNew |
$813K - $822K
|
7.05K
$763K
|
|
|
Apr 27, 2022
Q4 2021
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
6.95KNew |
$802K - $811K
|
6.95K
$753K
|
|
|
Feb 03, 2022
Q4 2021
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
6.93KNew |
$800K - $808K
|
6.93K
$751K
|
|
|
May 25, 2022
Q4 2021
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
6.89KNew |
$795K - $804K
|
6.89K
$747K
|
|
|
Feb 10, 2022
Q4 2021
|
Stone Point Wealth LLC
|
BUY
|
- |
6.89KNew |
$795K - $803K
|
6.89K
$746K
|
|
|
May 04, 2022
Q4 2021
|
Client First Capital LLC
|
BUY
|
- |
6.8KNew |
$785K - $793K
|
6.8K
$737K
|
|
|
Feb 09, 2022
Q4 2021
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
6.79K+ 25.23% |
$783K - $791K
|
33.7K
$3.65M
|