Purchases and Sales Made in Q2 2024 in Ishares National Muni Bond ETF (MUB)
This table provides information about the institutional ownership of Ishares National Muni Bond ETF (MUB) during Q2 2024. 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 12, 2024
Q2 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
8.58M+ 23438.48% |
$904M - $919M
|
8.61M
$935M
|
|
|
Aug 14, 2024
Q2 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
2.35M+ 17.49% |
$247M - $252M
|
15.8M
$1.71B
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.59M+ 177.45% |
$167M - $170M
|
2.48M
$269M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.51M+ 8.9% |
$159M - $162M
|
18.5M
$2.01B
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.01M+ 16.14% |
$107M - $109M
|
7.3M
$792M
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
865K+ 16.56% |
$91.1M - $92.7M
|
6.09M
$661M
|
|
|
Aug 01, 2024
Q2 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
835K+ 19.56% |
$88M - $89.5M
|
5.1M
$554M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
583K+ 9.08% |
$61.4M - $62.4M
|
7M
$759M
|
|
|
Aug 13, 2024
Q2 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
529K+ 14.37% |
$55.7M - $56.7M
|
4.21M
$457M
|
|
|
Jul 11, 2024
Q2 2024
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
477KNew |
$50.3M - $51.1M
|
477K
$51.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
402K+ 1.73% |
$42.3M - $43M
|
23.6M
$2.56B
|
|
|
Aug 12, 2024
Q2 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
372K+ 98.12% |
$39.2M - $39.8M
|
751K
$81.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
348K+ 7.95% |
$36.7M - $37.3M
|
4.73M
$514M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
290K+ 3.3% |
$30.5M - $31M
|
9.05M
$983M
|
|
|
Jul 11, 2024
Q2 2024
|
Symmetry Partners, LLC
|
BUY
|
- |
289K+ 178.94% |
$30.5M - $31M
|
451K
$48.9M
|
|
|
Jul 26, 2024
Q2 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
258K+ 672.69% |
$27.2M - $27.7M
|
296K
$32.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Lmr Partners LLP
London, X0 |
BUY
|
- |
250KNew |
$26.3M - $26.8M
|
250K
$27.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
246K+ 10019.74% |
$25.9M - $26.3M
|
248K
$26.9M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
243K+ 9.79% |
$25.6M - $26M
|
2.72M
$295M
|
|
|
Aug 28, 2024
Q2 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
241KNew |
$25.4M - $25.8M
|
241K
$26.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
238K+ 125.31% |
$25.1M - $25.5M
|
427K
$46.4M
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
224K+ 49.16% |
$23.6M - $24M
|
680K
$73.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
201K+ 9.34% |
$21.2M - $21.5M
|
2.35M
$255M
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
192K+ 210.77% |
$20.2M - $20.5M
|
283K
$30.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
183K+ 22.96% |
$19.3M - $19.6M
|
979K
$106M
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
179KNew |
$18.8M - $19.1M
|
179K
$19.4M
|
|
|
Aug 09, 2024
Q2 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
167K+ 18.16% |
$17.6M - $17.9M
|
1.09M
$118M
|
|
|
Jul 19, 2024
Q2 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
167K+ 66.87% |
$17.6M - $17.9M
|
418K
$45.4M
|
|
|
Aug 08, 2024
Q2 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
154K+ 29.65% |
$16.2M - $16.5M
|
674K
$73.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
146K+ 1.6% |
$15.4M - $15.7M
|
9.3M
$1.01B
|
|
|
Aug 08, 2024
Q2 2024
|
Teilinger Capital Ltd.
Houston, TX |
BUY
|
- |
130KNew |
$13.7M - $13.9M
|
130K
$14.1M
|
|
|
Aug 05, 2024
Q2 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
128K+ 85.06% |
$13.5M - $13.8M
|
279K
$30.3M
|
|
|
Jul 31, 2024
Q2 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
127K+ 42.18% |
$13.4M - $13.6M
|
428K
$46.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
126K+ 8.2% |
$13.3M - $13.5M
|
1.67M
$181M
|
|
|
Jul 30, 2024
Q2 2024
|
Esg Planning
Santa Clara, CA |
BUY
|
- |
119K+ 344.05% |
$12.6M - $12.8M
|
154K
$16.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
105K+ 3.94% |
$11.1M - $11.3M
|
2.78M
$302M
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
95.2K+ 318.93% |
$10M - $10.2M
|
125K
$13.6M
|
|
|
Aug 12, 2024
Q2 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
93.4KNew |
$9.84M - $10M
|
93.4K
$10.1M
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
93.1KNew |
$9.81M - $9.98M
|
93.1K
$10.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
84.9K+ 15.37% |
$8.95M - $9.1M
|
638K
$69.2M
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
76.9K+ 10.96% |
$8.1M - $8.24M
|
778K
$84.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
74.8K+ 43.87% |
$7.89M - $8.02M
|
245K
$26.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Alera Investment Advisors, LLC
|
BUY
|
- |
71.9K+ 41.35% |
$7.57M - $7.7M
|
246K
$26.7M
|
|
|
Jul 25, 2024
Q2 2024
|
Amg National Trust Bank
|
BUY
|
- |
71.1K+ 34.19% |
$7.49M - $7.62M
|
279K
$30.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
70.3K+ 7.16% |
$7.41M - $7.53M
|
1.05M
$114M
|
|
|
Jul 29, 2024
Q2 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
69.5K+ 44.4% |
$7.33M - $7.45M
|
226K
$24.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
69.2K+ 63.37% |
$7.29M - $7.42M
|
178K
$19.4M
|
|
|
Aug 09, 2024
Q2 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
68.3K+ 33.8% |
$7.2M - $7.32M
|
270K
$29.3M
|
|
|
Aug 02, 2024
Q2 2024
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
66.4K+ 536.58% |
$7M - $7.11M
|
78.8K
$8.55M
|
|
|
Aug 09, 2024
Q2 2024
|
Black Diamond Financial, LLC
|
BUY
|
- |
63.5KNew |
$6.69M - $6.8M
|
63.5K
$6.89M
|