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 15, 2022
Q4 2021
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
3.27KNew |
$377K - $381K
|
3.27K
$354K
|
|
|
Jan 21, 2022
Q4 2021
|
Windsor Group LTD
|
BUY
|
- |
3.26K+ 12.11% |
$376K - $380K
|
30.2K
$3.27M
|
|
|
Feb 14, 2022
Q4 2021
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
3.23K+ 22.05% |
$373K - $377K
|
17.9K
$1.94M
|
|
|
Jan 27, 2022
Q4 2021
|
Smart Money Group LLC
|
BUY
|
- |
3.21K+ 20.62% |
$371K - $375K
|
18.8K
$2.04M
|
|
|
Feb 11, 2022
Q4 2021
|
True Private Wealth Advisors
|
BUY
|
- |
3.2K+ 24.87% |
$369K - $373K
|
16.1K
$1.74M
|
|
|
Feb 11, 2022
Q4 2021
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
3.2KNew |
$369K - $373K
|
3.2K
$347K
|
|
|
Jan 24, 2022
Q4 2021
|
Lake Street Financial LLC
|
BUY
|
- |
3.18K+ 23.53% |
$366K - $370K
|
16.7K
$1.81M
|
|
|
Feb 11, 2022
Q4 2021
|
Investment Advisory Group, LLC
|
BUY
|
- |
3.15KNew |
$363K - $367K
|
3.15K
$341K
|
|
|
Feb 14, 2022
Q4 2021
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
3.13KNew |
$361K - $365K
|
3.13K
$339K
|
|
|
Feb 07, 2022
Q4 2021
|
Monumental Financial Group Inc.
|
BUY
|
- |
3.08K+ 11.86% |
$356K - $360K
|
29.1K
$3.15M
|
|
|
Feb 11, 2022
Q4 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
3.05KNew |
$352K - $356K
|
3.05K
$331K
|
|
|
Feb 14, 2022
Q4 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
3.04K+ 32.01% |
$351K - $355K
|
12.5K
$1.36M
|
|
|
Dec 13, 2023
Q4 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
3.04K+ 32.01% |
$351K - $355K
|
12.5K
$1.36M
|
|
|
Feb 01, 2022
Q4 2021
|
Xml Financial, LLC
|
BUY
|
- |
3.04K+ 4.58% |
$351K - $355K
|
69.5K
$7.52M
|
|
|
Feb 07, 2022
Q4 2021
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
3.04K+ 3.56% |
$351K - $354K
|
88.3K
$9.57M
|
|
|
Feb 10, 2022
Q4 2021
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
3.04K+ 19.53% |
$350K - $354K
|
18.6K
$2.01M
|
|
|
Jan 26, 2022
Q4 2021
|
New Square Capital LLC
|
BUY
|
- |
3.04K+ 5.67% |
$350K - $354K
|
56.5K
$6.13M
|
|
|
Feb 15, 2022
Q4 2021
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
3.02KNew |
$349K - $353K
|
3.02K
$328K
|
|
|
Feb 09, 2022
Q4 2021
|
Orcam Financial Group
Encinitas, CA |
BUY
|
- |
3.01KNew |
$348K - $351K
|
3.01K
$326K
|
|
|
Feb 09, 2022
Q4 2021
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
3KNew |
$346K - $350K
|
3K
$325K
|
|
|
Feb 14, 2022
Q4 2021
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
2.99K+ 3.48% |
$345K - $349K
|
88.9K
$9.63M
|
|
|
Jan 26, 2022
Q4 2021
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
2.97K+ 5.93% |
$343K - $347K
|
53.1K
$5.75M
|
|
|
Jan 10, 2022
Q4 2021
|
Impac Tfolio, LLC
|
BUY
|
- |
2.96KNew |
$342K - $346K
|
2.96K
$321K
|
|
|
Feb 10, 2022
Q4 2021
|
Dakota Wealth Management
|
BUY
|
- |
2.96K+ 11.23% |
$342K - $345K
|
29.3K
$3.18M
|
|
|
Jan 20, 2022
Q4 2021
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
2.95KNew |
$340K - $343K
|
2.95K
$319K
|
|
|
Oct 09, 2024
Q4 2021
|
Martel Wealth Advisors Inc
Vancouver, WA |
BUY
|
- |
2.91K+ 4.33% |
$336K - $339K
|
70.1K
$7.59M
|
|
|
Feb 07, 2022
Q4 2021
|
Northwest Capital Management Inc
|
BUY
|
- |
2.88KNew |
$333K - $336K
|
2.88K
$312K
|
|
|
Feb 11, 2022
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
2.87K+ 68.58% |
$332K - $335K
|
7.07K
$765K
|
|
|
Jan 27, 2023
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
2.87K+ 68.58% |
$332K - $335K
|
7.07K
$765K
|
|
|
Feb 08, 2022
Q4 2021
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
2.85K+ 59.64% |
$329K - $333K
|
7.64K
$828K
|
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
2.85K+ 56980.0% |
$329K - $332K
|
2.85K
$309K
|
|
|
Jan 24, 2022
Q4 2021
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
2.84KNew |
$328K - $331K
|
2.84K
$308K
|
|
|
Jan 12, 2022
Q4 2021
|
Private Capital Management LLC
|
BUY
|
- |
2.82K+ 160.58% |
$325K - $328K
|
4.57K
$495K
|
|
|
Feb 10, 2022
Q4 2021
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
2.76K+ 5.88% |
$319K - $322K
|
49.7K
$5.39M
|
|
|
Jan 21, 2022
Q4 2021
|
Alhambra Investment Partners LLC
|
BUY
|
- |
2.76KNew |
$318K - $322K
|
2.76K
$299K
|
|
|
Feb 15, 2022
Q4 2021
|
Hb Wealth Management, LLC
|
BUY
|
- |
2.74KNew |
$316K - $319K
|
2.74K
$297K
|
|
|
Jan 18, 2022
Q4 2021
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
2.71K+ 2.07% |
$313K - $316K
|
134K
$14.5M
|
|
|
Feb 10, 2022
Q4 2021
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
2.7KNew |
$312K - $315K
|
2.7K
$293K
|
|
|
Jun 26, 2023
Q4 2021
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
2.69KNew |
$310K - $313K
|
2.69K
$291K
|
|
|
Jan 20, 2022
Q4 2021
|
Round Rock Advisors, LLC
|
BUY
|
- |
2.69K+ 62.68% |
$310K - $313K
|
6.97K
$755K
|
|
|
Feb 09, 2022
Q4 2021
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
2.66KNew |
$307K - $310K
|
2.66K
$288K
|
|
|
Jan 14, 2022
Q4 2021
|
Edge Wealth Management LLC
|
BUY
|
- |
2.66K+ 4836.36% |
$307K - $310K
|
2.72K
$294K
|
|
|
Feb 08, 2022
Q4 2021
|
Sigma Investment Counselors Inc
|
BUY
|
- |
2.63K+ 90.07% |
$303K - $307K
|
5.55K
$601K
|
|
|
Feb 14, 2022
Q4 2021
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
2.62K+ 6.85% |
$303K - $306K
|
40.9K
$4.43M
|
|
|
Jan 04, 2022
Q4 2021
|
Confluence Investment Management LLC
|
BUY
|
- |
2.61K+ 10.55% |
$301K - $304K
|
27.4K
$2.97M
|
|
|
Feb 16, 2022
Q4 2021
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
2.6KNew |
$300K - $303K
|
2.6K
$282K
|
|
|
Feb 14, 2022
Q4 2021
|
Founders Financial Securities LLC
|
BUY
|
- |
2.57K+ 14.33% |
$296K - $299K
|
20.5K
$2.22M
|
|
|
Feb 02, 2022
Q4 2021
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
2.55KNew |
$294K - $298K
|
2.55K
$276K
|
|
|
Feb 14, 2022
Q4 2021
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
2.55KNew |
$294K - $297K
|
2.55K
$276K
|
|
|
Feb 14, 2022
Q4 2021
|
Alta Wealth Advisors LLC
|
BUY
|
- |
2.54KNew |
$293K - $296K
|
2.54K
$275K
|