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 31, 2022
Q4 2021
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
4.62K+ 16.28% |
$533K - $539K
|
33K
$3.58M
|
|
|
Feb 14, 2022
Q4 2021
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
4.62K+ 4.63% |
$533K - $539K
|
104K
$11.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
4.59K+ 117.72% |
$530K - $535K
|
8.49K
$920K
|
|
|
Feb 02, 2022
Q4 2021
|
Compass Ion Advisors, LLC
|
BUY
|
- |
4.55K+ 54.4% |
$525K - $531K
|
12.9K
$1.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
4.48K+ 58.92% |
$517K - $523K
|
12.1K
$1.31M
|
|
|
Feb 11, 2022
Q4 2021
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
4.43K+ 51.18% |
$512K - $517K
|
13.1K
$1.42M
|
|
|
Feb 11, 2022
Q4 2021
|
Zions Bancorporation, N.A.
|
BUY
|
- |
4.43KNew |
$512K - $517K
|
4.43K
$480K
|
|
|
Jan 25, 2022
Q4 2021
|
Pds Planning, Inc
|
BUY
|
- |
4.41K+ 13.69% |
$509K - $514K
|
36.6K
$3.97M
|
|
|
Feb 18, 2022
Q4 2021
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
4.39KNew |
$506K - $511K
|
4.39K
$475K
|
|
|
Feb 15, 2022
Q4 2021
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
4.32KNew |
$499K - $504K
|
4.32K
$468K
|
|
|
Jan 25, 2022
Q4 2021
|
Columbia Advisory Partners LLC
|
BUY
|
- |
4.3KNew |
$496K - $501K
|
4.3K
$466K
|
|
|
Feb 08, 2022
Q4 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
4.27K+ 13.98% |
$493K - $498K
|
34.8K
$3.78M
|
|
|
Feb 01, 2022
Q4 2021
|
Telemus Capital, LLC
|
BUY
|
- |
4.27K+ 38.71% |
$493K - $498K
|
15.3K
$1.66M
|
|
|
Feb 02, 2022
Q4 2021
|
Austin Private Wealth, LLC
|
BUY
|
- |
4.22K+ 2.53% |
$487K - $493K
|
171K
$18.5M
|
|
|
Feb 15, 2022
Q4 2021
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
4.22KNew |
$487K - $492K
|
4.22K
$458K
|
|
|
Jan 21, 2022
Q4 2021
|
Everhart Financial Group, Inc.
|
BUY
|
- |
4.2K+ 15.54% |
$484K - $489K
|
31.2K
$3.38M
|
|
|
Feb 25, 2022
Q4 2021
|
Simplicity Wealth,Llc
|
BUY
|
- |
4.2KNew |
$484K - $489K
|
4.2K
$455K
|
|
|
Feb 11, 2022
Q4 2021
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
4.14KNew |
$478K - $483K
|
4.14K
$449K
|
|
|
Feb 02, 2022
Q4 2021
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
4.06KNew |
$469K - $474K
|
4.06K
$440K
|
|
|
Apr 06, 2023
Q4 2021
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
4.04KNew |
$467K - $472K
|
4.04K
$438K
|
|
|
Feb 15, 2022
Q4 2021
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
4KNew |
$461K - $466K
|
4K
$433K
|
|
|
Feb 03, 2022
Q4 2021
|
Noesis Capital Mangement Corp
|
BUY
|
- |
3.98KNew |
$459K - $464K
|
3.98K
$431K
|
|
|
Feb 10, 2022
Q4 2021
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
3.96KNew |
$456K - $461K
|
3.96K
$429K
|
|
|
Feb 02, 2022
Q4 2021
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
3.94K+ 20.04% |
$455K - $459K
|
23.6K
$2.56M
|
|
|
Feb 11, 2022
Q4 2021
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
3.9KNew |
$450K - $455K
|
3.9K
$422K
|
|
|
Jan 19, 2022
Q4 2021
|
Lutz Financial Services LLC
|
BUY
|
- |
3.89K+ 4.13% |
$449K - $454K
|
98.2K
$10.6M
|
|
|
Jan 18, 2022
Q4 2021
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
3.88K+ 3.64% |
$448K - $452K
|
110K
$12M
|
|
|
Jan 19, 2024
Q4 2021
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
3.79KNew |
$437K - $442K
|
3.79K
$411K
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
3.79K+ 20.7% |
$437K - $442K
|
22.1K
$2.39M
|
|
|
Feb 04, 2022
Q4 2021
|
Torray LLC
|
BUY
|
- |
3.75KNew |
$433K - $437K
|
3.75K
$406K
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
3.73K+ 12.56% |
$430K - $435K
|
33.4K
$3.62M
|
|
|
Feb 04, 2022
Q4 2021
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
3.73K+ 10.43% |
$430K - $435K
|
39.5K
$4.27M
|
|
|
Feb 01, 2022
Q4 2021
|
Traynor Capital Management, Inc.
|
BUY
|
- |
3.7K+ 9.11% |
$426K - $431K
|
44.2K
$4.79M
|
|
|
Jan 21, 2022
Q4 2021
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
3.67K+ 4.35% |
$424K - $428K
|
88.2K
$9.55M
|
|
|
Jan 21, 2022
Q4 2021
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
3.67KNew |
$423K - $428K
|
3.67K
$397K
|
|
|
Jan 21, 2022
Q4 2021
|
Beacon Financial Advisory LLC
|
BUY
|
- |
3.67K+ 65.54% |
$423K - $427K
|
9.26K
$1M
|
|
|
Feb 14, 2022
Q4 2021
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
3.65K+ 32.39% |
$421K - $426K
|
14.9K
$1.62M
|
|
|
Feb 15, 2022
Q4 2021
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
3.64KNew |
$420K - $425K
|
3.64K
$395K
|
|
|
Mar 08, 2022
Q4 2021
|
Bartlett & Co. LLC
|
BUY
|
- |
3.62K+ 5.62% |
$417K - $422K
|
68K
$7.37M
|
|
|
Feb 14, 2024
Q4 2021
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
3.62K+ 5.62% |
$417K - $422K
|
68K
$7.37M
|
|
|
Feb 09, 2022
Q4 2021
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
3.62K+ 5.73% |
$417K - $422K
|
66.7K
$7.22M
|
|
|
Feb 11, 2022
Q4 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.59K+ 5.08% |
$414K - $419K
|
74.2K
$8.04M
|
|
|
Feb 08, 2022
Q4 2021
|
Motive Wealth Advisors
|
BUY
|
- |
3.58K+ 5.09% |
$413K - $417K
|
74K
$8.01M
|
|
|
Feb 15, 2022
Q4 2021
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
3.56KNew |
$411K - $416K
|
3.56K
$386K
|
|
|
Feb 14, 2022
Q4 2021
|
Camden Capital, LLC
|
BUY
|
- |
3.52KNew |
$406K - $411K
|
3.52K
$381K
|
|
|
Jan 25, 2022
Q4 2021
|
Spearhead Capital Advisors, LLC
Wellington, FL |
BUY
|
- |
3.43K+ 40.22% |
$396K - $400K
|
12K
$1.3M
|
|
|
Feb 09, 2022
Q4 2021
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
3.39KNew |
$391K - $396K
|
3.39K
$367K
|
|
|
Feb 07, 2022
Q4 2021
|
Gen Trust, LLC
|
BUY
|
- |
3.39K+ 3.71% |
$391K - $395K
|
94.8K
$10.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Wealthsource Partners, LLC
|
BUY
|
- |
3.38K+ 7.39% |
$390K - $395K
|
49.2K
$5.33M
|
|
|
Jan 19, 2023
Q4 2021
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
3.31KNew |
$382K - $386K
|
3.31K
$359K
|