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 02, 2022
Q4 2021
|
Rmr Wealth Builders
|
BUY
|
- |
6.77K+ 58.67% |
$782K - $790K
|
18.3K
$1.98M
|
|
|
Feb 11, 2022
Q4 2021
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
6.75K+ 4.47% |
$778K - $787K
|
158K
$17.1M
|
|
|
Mar 07, 2022
Q4 2021
|
Stephens Inc
|
BUY
|
- |
6.68K+ 12.14% |
$770K - $779K
|
61.7K
$6.68M
|
|
|
Jul 20, 2023
Q4 2021
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
6.63KNew |
$764K - $773K
|
6.63K
$718K
|
|
|
Nov 06, 2024
Q4 2021
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
6.57KNew |
$758K - $766K
|
6.57K
$711K
|
|
|
Jan 31, 2022
Q4 2021
|
Altium Wealth Management LLC
|
BUY
|
- |
6.54K+ 51.95% |
$755K - $763K
|
19.1K
$2.07M
|
|
|
Feb 14, 2022
Q4 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
6.36K+ 266.43% |
$734K - $741K
|
8.74K
$947K
|
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
6.3K+ 10.77% |
$727K - $735K
|
64.8K
$7.02M
|
|
|
Feb 14, 2022
Q4 2021
|
Thrive Wealth Management, LLC
|
BUY
|
- |
6.07KNew |
$701K - $708K
|
6.07K
$658K
|
|
|
Mar 29, 2022
Q4 2021
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
6.02KNew |
$695K - $702K
|
6.02K
$653K
|
|
|
Feb 01, 2022
Q4 2021
|
Patriot Investment Management Inc.
|
BUY
|
- |
5.99K+ 9.18% |
$691K - $698K
|
71.2K
$7.71M
|
|
|
May 04, 2022
Q4 2021
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
5.98KNew |
$690K - $698K
|
5.98K
$648K
|
|
|
Feb 14, 2022
Q4 2021
|
Estate Counselors, LLC
|
BUY
|
- |
5.98K+ 12.04% |
$690K - $697K
|
55.7K
$6.03M
|
|
|
Feb 07, 2022
Q4 2021
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
5.95KNew |
$687K - $694K
|
5.95K
$645K
|
|
|
Jan 31, 2022
Q4 2021
|
Graypoint LLC
|
BUY
|
- |
5.94K+ 13.05% |
$686K - $693K
|
51.5K
$5.57M
|
|
|
Feb 09, 2022
Q4 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
5.89K+ 6.04% |
$679K - $686K
|
103K
$11.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
5.87K+ 7.57% |
$677K - $684K
|
83.3K
$9.03M
|
|
|
Feb 10, 2022
Q4 2021
|
Comerica Securities,Inc.
|
BUY
|
- |
5.82K+ 16.49% |
$671K - $679K
|
41.1K
$4.45M
|
|
|
Feb 11, 2022
Q4 2021
|
Meeder Asset Management Inc
|
BUY
|
- |
5.82K+ 19.01% |
$671K - $679K
|
36.4K
$3.95M
|
|
|
Feb 11, 2022
Q4 2021
|
Advisor Resource Council
|
BUY
|
- |
5.82K+ 8683.58% |
$671K - $678K
|
5.89K
$638K
|
|
|
Feb 11, 2022
Q4 2021
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
5.81KNew |
$671K - $678K
|
5.81K
$630K
|
|
|
Oct 18, 2024
Q4 2021
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
5.79K+ 11.54% |
$669K - $676K
|
56K
$6.07M
|
|
|
Feb 14, 2022
Q4 2021
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
5.69KNew |
$656K - $663K
|
5.69K
$616K
|
|
|
Feb 04, 2022
Q4 2021
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
5.68K+ 29.31% |
$656K - $663K
|
25.1K
$2.72M
|
|
|
Jan 18, 2022
Q4 2021
|
Professional Financial Advisors, LLC
|
BUY
|
- |
5.66KNew |
$653K - $660K
|
5.66K
$613K
|
|
|
Feb 14, 2022
Q4 2021
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
5.65K+ 13.83% |
$651K - $658K
|
46.4K
$5.03M
|
|
|
Feb 15, 2022
Q4 2021
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
5.6KNew |
$646K - $653K
|
5.6K
$606K
|
|
|
Feb 08, 2022
Q4 2021
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
5.57K+ 12.3% |
$643K - $649K
|
50.8K
$5.51M
|
|
|
Feb 02, 2022
Q4 2021
|
Girard Partners Ltd.
|
BUY
|
- |
5.57K+ 16.6% |
$642K - $649K
|
39.1K
$4.24M
|
|
|
Jan 25, 2022
Q4 2021
|
Hancock Whitney Corp
|
BUY
|
- |
5.53K+ 13.54% |
$638K - $645K
|
46.3K
$5.02M
|
|
|
Feb 08, 2022
Q4 2021
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
5.5KNew |
$635K - $641K
|
5.5K
$596K
|
|
|
Feb 10, 2022
Q4 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
5.5K+ 12.59% |
$634K - $641K
|
49.2K
$5.33M
|
|
|
Feb 14, 2022
Q4 2021
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.38K+ 105.33% |
$620K - $627K
|
10.5K
$1.14M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
5.34K+ 2.13% |
$616K - $623K
|
256K
$27.7M
|
|
|
Jan 27, 2022
Q4 2021
|
Briggs Advisory Group, Inc.
|
BUY
|
- |
5.34KNew |
$616K - $622K
|
5.34K
$578K
|
|
|
Feb 11, 2022
Q4 2021
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
5.33K+ 2.87% |
$615K - $621K
|
191K
$20.7M
|
|
|
Feb 11, 2022
Q4 2021
|
Investments & Financial Planning, LLC
Lexington, KY |
BUY
|
- |
5.21KNew |
$601K - $607K
|
5.21K
$564K
|
|
|
Apr 07, 2022
Q4 2021
|
Greenspring Advisors, LLC
|
BUY
|
- |
5.16KNew |
$595K - $602K
|
5.16K
$559K
|
|
|
Feb 09, 2022
Q4 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
5.14K+ 21.35% |
$593K - $599K
|
29.2K
$3.16M
|
|
|
Feb 07, 2022
Q4 2021
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
5.06KNew |
$584K - $591K
|
5.06K
$549K
|
|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
5.01K+ 4.21% |
$578K - $584K
|
124K
$13.4M
|
|
|
Jan 18, 2022
Q4 2021
|
Detalus Advisors, LLC
|
BUY
|
- |
4.98KNew |
$575K - $581K
|
4.98K
$540K
|
|
|
Feb 11, 2022
Q4 2021
|
Sonata Capital Group Inc
|
BUY
|
- |
4.91K+ 15.12% |
$567K - $573K
|
37.4K
$4.05M
|
|
|
Jan 31, 2022
Q4 2021
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
4.89K+ 12.72% |
$565K - $571K
|
43.4K
$4.7M
|
|
|
Feb 08, 2022
Q4 2021
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
4.89KNew |
$564K - $571K
|
4.89K
$530K
|
|
|
Feb 09, 2022
Q4 2021
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
4.79K+ 69.85% |
$553K - $559K
|
11.7K
$1.26M
|
|
|
Jan 18, 2022
Q4 2021
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
4.76K+ 53.82% |
$549K - $555K
|
13.6K
$1.47M
|
|
|
Jan 24, 2022
Q4 2021
|
One Advisory Partners, LLC
|
BUY
|
- |
4.72K+ 7.04% |
$545K - $551K
|
71.8K
$7.78M
|
|
|
Jan 27, 2022
Q4 2021
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
4.68K+ 138.74% |
$540K - $545K
|
8.05K
$872K
|
|
|
Feb 14, 2022
Q4 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
4.66K+ 19.35% |
$538K - $543K
|
28.7K
$3.11M
|