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 19, 2022
Q4 2021
|
Brio Consultants, LLC
|
BUY
|
- |
2.51K+ 19.64% |
$290K - $293K
|
15.3K
$1.66M
|
|
Feb 09, 2022
Q4 2021
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
2.49KNew |
$287K - $290K
|
2.49K
$270K
|
|
Feb 08, 2022
Q4 2021
|
Blue Chip Partners, Inc.
|
BUY
|
- |
2.48K+ 10.61% |
$286K - $289K
|
25.8K
$2.8M
|
|
Jan 21, 2022
Q4 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
2.46K+ 419.8% |
$284K - $287K
|
3.05K
$330K
|
|
Feb 10, 2022
Q4 2021
|
Antonetti Capital Management LLC
|
BUY
|
- |
2.45K+ 90.27% |
$283K - $286K
|
5.16K
$559K
|
|
Feb 09, 2022
Q4 2021
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
2.45K+ 14.54% |
$283K - $286K
|
19.3K
$2.09M
|
|
Feb 18, 2022
Q4 2021
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
2.45KNew |
$282K - $285K
|
2.45K
$265K
|
|
Feb 08, 2022
Q4 2021
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
2.44K+ 3.95% |
$282K - $285K
|
64.2K
$6.95M
|
|
Jan 28, 2022
Q4 2021
|
Security National Bank
|
BUY
|
- |
2.43KNew |
$280K - $283K
|
2.43K
$263K
|
|
Jan 20, 2022
Q4 2021
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
2.42K+ 55.02% |
$280K - $283K
|
6.83K
$740K
|
|
Feb 11, 2022
Q4 2021
|
Silicon Valley Capital Partners
|
BUY
|
- |
2.42KNew |
$280K - $283K
|
2.42K
$263K
|
|
Feb 14, 2022
Q4 2021
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
2.41K+ 9.31% |
$278K - $281K
|
28.3K
$3.06M
|
|
Feb 14, 2022
Q4 2021
|
Money Concepts Capital Corp
|
BUY
|
- |
2.4K+ 24.25% |
$277K - $280K
|
12.3K
$1.33M
|
|
Jan 20, 2022
Q4 2021
|
Kwmg, LLC
|
BUY
|
- |
2.34K+ 12.35% |
$270K - $273K
|
21.3K
$2.31M
|
|
Jan 20, 2022
Q4 2021
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
2.34K+ 10.38% |
$270K - $273K
|
24.9K
$2.69M
|
|
Feb 14, 2022
Q4 2021
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
2.33K+ 15.45% |
$269K - $272K
|
17.4K
$1.89M
|
|
Jan 20, 2022
Q4 2021
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
2.32K+ 31.07% |
$267K - $270K
|
9.77K
$1.06M
|
|
Feb 14, 2022
Q4 2021
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
2.29KNew |
$265K - $268K
|
2.29K
$249K
|
|
Feb 02, 2022
Q4 2021
|
Sunburst Financial Group, LLC
|
BUY
|
- |
2.27KNew |
$262K - $264K
|
2.27K
$246K
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.26K+ 6.61% |
$261K - $264K
|
36.5K
$3.95M
|
|
Jan 11, 2022
Q4 2021
|
First American Trust, Fsb
|
BUY
|
- |
2.22K+ 22.16% |
$257K - $259K
|
12.3K
$1.33M
|
|
Feb 15, 2022
Q4 2021
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
2.22K+ 12.36% |
$256K - $258K
|
20.1K
$2.18M
|
|
Feb 11, 2022
Q4 2021
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
2.21K+ 68.32% |
$255K - $258K
|
5.45K
$591K
|
|
Feb 23, 2022
Q4 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
2.16K+ 1.76% |
$249K - $252K
|
125K
$13.6M
|
|
Feb 01, 2022
Q4 2021
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
2.14K+ 3.54% |
$247K - $250K
|
62.6K
$6.78M
|
|
Jan 26, 2022
Q4 2021
|
Transform Wealth, LLC
|
BUY
|
- |
2.13KNew |
$246K - $249K
|
2.13K
$231K
|
|
Feb 14, 2022
Q4 2021
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
2.13K+ 4.0% |
$246K - $248K
|
55.3K
$5.99M
|
|
Jan 28, 2022
Q4 2021
|
Dgs Capital Management, LLC
|
BUY
|
- |
2.09KNew |
$241K - $244K
|
2.09K
$226K
|
|
Jan 18, 2022
Q4 2021
|
Abundance Wealth Counselors
|
BUY
|
- |
2.08KNew |
$240K - $243K
|
2.08K
$225K
|
|
Feb 15, 2022
Q4 2021
|
Westside Investment Management, Inc.
|
BUY
|
- |
2.08K+ 7.81% |
$239K - $242K
|
28.6K
$3.1M
|
|
Feb 07, 2022
Q4 2021
|
Financial Strategies Group, Inc.
|
BUY
|
- |
2.07KNew |
$238K - $241K
|
2.07K
$224K
|
|
Feb 04, 2022
Q4 2021
|
Insight Wealth Partners, LLC
|
BUY
|
- |
2.06K+ 3.36% |
$238K - $240K
|
63.4K
$6.87M
|
|
May 06, 2022
Q4 2021
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
2.06KNew |
$237K - $240K
|
2.06K
$223K
|
|
Jan 07, 2022
Q4 2021
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
2.04K+ 20.67% |
$235K - $237K
|
11.9K
$1.29M
|
|
Feb 10, 2022
Q4 2021
|
Wealth Management Resources, Inc.
|
BUY
|
- |
2.04KNew |
$235K - $237K
|
2.04K
$220K
|
|
Dec 15, 2022
Q4 2021
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
2.02KNew |
$233K - $235K
|
2.02K
$219K
|
|
Feb 08, 2022
Q4 2021
|
Wade Financial Advisory, Inc
|
BUY
|
- |
2.01K+ 14.62% |
$232K - $235K
|
15.8K
$1.71M
|
|
Jan 18, 2022
Q4 2021
|
Accel Wealth Management
|
BUY
|
- |
2K+ 149.85% |
$231K - $233K
|
3.34K
$362K
|
|
Feb 23, 2022
Q4 2021
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
2KNew |
$231K - $233K
|
2K
$217K
|
|
Jan 26, 2022
Q4 2021
|
Safir Wealth Advisors, LLC
|
BUY
|
- |
1.98K+ 10.04% |
$228K - $230K
|
21.7K
$2.35M
|
|
Jan 18, 2022
Q4 2021
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
1.97K+ 8.26% |
$228K - $230K
|
25.9K
$2.8M
|
|
Feb 10, 2022
Q4 2021
|
Caerus Investment Advisors, LLC
|
BUY
|
- |
1.97KNew |
$227K - $230K
|
1.97K
$214K
|
|
Feb 01, 2022
Q4 2021
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
1.96K+ 8.56% |
$226K - $229K
|
24.9K
$2.69M
|
|
Jan 06, 2022
Q4 2021
|
Vigilant Capital Management, LLC
|
BUY
|
- |
1.96K+ 258.18% |
$226K - $228K
|
2.72K
$294K
|
|
Jan 24, 2022
Q4 2021
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
1.95K+ 12.8% |
$225K - $227K
|
17.2K
$1.86M
|
|
Jan 26, 2022
Q4 2021
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
1.94KNew |
$224K - $226K
|
1.94K
$210K
|
|
Feb 11, 2022
Q4 2021
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1.93K+ 13.55% |
$222K - $225K
|
16.1K
$1.75M
|
|
Feb 11, 2022
Q4 2021
|
Personal Capital Advisors Corp
|
BUY
|
- |
1.92K+ 48.12% |
$222K - $224K
|
5.92K
$641K
|
|
Jan 04, 2022
Q4 2021
|
Fc Advisory LLC
|
BUY
|
- |
1.92K+ 12.43% |
$222K - $224K
|
17.4K
$1.88M
|
|
Feb 11, 2022
Q4 2021
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
1.92K+ 66.52% |
$221K - $224K
|
4.8K
$520K
|