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 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
1.19KNew |
$125K - $128K
|
1.19K
$129K
|
|
|
Jul 10, 2024
Q2 2024
|
Shotwell Rutter Baer Inc
Lansing, MI |
BUY
|
- |
1.16K+ 18.13% |
$123K - $125K
|
7.59K
$820K
|
|
|
Jul 23, 2024
Q2 2024
|
Htlf Bank
Denver, CO |
BUY
|
- |
1.14K+ 14.03% |
$120K - $122K
|
9.26K
$1M
|
|
|
Aug 16, 2024
Q2 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
1.14K+ 15.68% |
$120K - $122K
|
8.4K
$908K
|
|
|
Aug 07, 2024
Q2 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.14K+ 0.21% |
$120K - $122K
|
535K
$57.8M
|
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.13K+ 5.36% |
$119K - $121K
|
22.2K
$2.4M
|
|
|
Jul 16, 2024
Q2 2024
|
Cypress Financial Planning LLC
|
BUY
|
- |
1.13K+ 50.77% |
$119K - $121K
|
3.34K
$361K
|
|
|
Aug 05, 2024
Q2 2024
|
Regis Management CO LLC
|
BUY
|
- |
1.1K+ 28.95% |
$116K - $118K
|
4.9K
$530K
|
|
|
Jul 16, 2024
Q2 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
BUY
|
- |
1.09K+ 3.88% |
$115K - $117K
|
29.2K
$3.16M
|
|
|
Jul 18, 2024
Q2 2024
|
Veery Capital, LLC
|
BUY
|
- |
1.09K+ 1.16% |
$115K - $117K
|
94.8K
$10.2M
|
|
|
Aug 02, 2024
Q2 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
1.06K+ 5.42% |
$111K - $113K
|
20.5K
$2.22M
|
|
|
Jul 25, 2024
Q2 2024
|
Paulson Wealth Management Inc.
|
BUY
|
- |
1.06K+ 4.05% |
$111K - $113K
|
27.1K
$2.93M
|
|
|
Jul 11, 2024
Q2 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
1.05K+ 68.12% |
$111K - $112K
|
2.59K
$280K
|
|
|
Aug 07, 2024
Q2 2024
|
Pds Planning, Inc
|
BUY
|
- |
1.04K+ 1.33% |
$110K - $112K
|
79.3K
$8.57M
|
|
|
Aug 02, 2024
Q2 2024
|
Compass Financial Group, Inc.
|
BUY
|
- |
1.04K+ 11.29% |
$109K - $111K
|
10.2K
$1.1M
|
|
|
Jul 16, 2024
Q2 2024
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
1.03K+ 1.19% |
$108K - $110K
|
87.3K
$9.43M
|
|
|
Jul 24, 2024
Q2 2024
|
Paladin Advisory Group, LLC
|
BUY
|
- |
1K+ 3.86% |
$106K - $108K
|
27K
$2.92M
|
|
|
Jul 17, 2024
Q2 2024
|
Northland Capital Management LLC
|
BUY
|
- |
1K+ 42.74% |
$105K - $107K
|
3.34K
$361K
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
988+ 8.23% |
$104K - $106K
|
13K
$1.4M
|
|
|
Aug 02, 2024
Q2 2024
|
Certus Wealth Management, LLC
Redwood City, CA |
BUY
|
- |
981+ 17.86% |
$103K - $105K
|
6.47K
$700K
|
|
|
Jul 25, 2024
Q2 2024
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
974+ 4.78% |
$103K - $104K
|
21.4K
$2.31M
|
|
|
Jul 30, 2024
Q2 2024
|
Leeward Financial Partners, LLC
|
BUY
|
- |
956+ 3.4% |
$101K - $102K
|
29.1K
$3.14M
|
|
|
Aug 01, 2024
Q2 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
950+ 4.03% |
$100K - $102K
|
24.5K
$2.65M
|
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
941+ 47.29% |
$99.2K - $101K
|
2.93K
$317K
|
|
|
Jul 24, 2024
Q2 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
939+ 9.74% |
$98.9K - $101K
|
10.6K
$1.14M
|
|
|
Aug 13, 2024
Q2 2024
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
938+ 6.34% |
$98.8K - $101K
|
15.7K
$1.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
926+ 11.68% |
$97.6K - $99.2K
|
8.86K
$957K
|
|
|
Jul 30, 2024
Q2 2024
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
913+ 28.77% |
$96.2K - $97.8K
|
4.09K
$442K
|
|
|
Aug 12, 2024
Q2 2024
|
Ieq Capital, LLC
|
BUY
|
- |
894+ 38.11% |
$94.2K - $95.8K
|
3.24K
$350K
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
876+ 4.27% |
$92.3K - $93.9K
|
21.4K
$2.31M
|
|
|
Jul 18, 2024
Q2 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
858+ 20.81% |
$90.4K - $91.9K
|
4.98K
$538K
|
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
852+ 9.81% |
$89.8K - $91.3K
|
9.54K
$1.03M
|
|
|
Jul 25, 2024
Q2 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
837+ 16.33% |
$88.2K - $89.7K
|
5.96K
$644K
|
|
|
Aug 14, 2024
Q2 2024
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
803+ 21.0% |
$84.6K - $86K
|
4.63K
$500K
|
|
|
Jul 26, 2024
Q2 2024
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
791+ 3.82% |
$83.3K - $84.8K
|
21.5K
$2.32M
|
|
|
Aug 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
788New |
$83K - $84.4K
|
788
$85.2K
|
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
785New |
$82.7K - $84.1K
|
785
$84.8K
|
|
|
Jul 30, 2024
Q2 2024
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
783+ 4.84% |
$82.5K - $83.9K
|
17K
$1.83M
|
|
|
Jul 22, 2024
Q2 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
778+ 1.26% |
$82K - $83.4K
|
62.4K
$6.74M
|
|
|
Aug 12, 2024
Q2 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
775+ 7.07% |
$81.7K - $83K
|
11.7K
$1.27M
|
|
|
Jul 08, 2024
Q2 2024
|
Impac Tfolio, LLC
|
BUY
|
- |
770+ 1.65% |
$81.1K - $82.5K
|
47.4K
$5.13M
|
|
|
Jul 12, 2024
Q2 2024
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
770+ 14.21% |
$81.1K - $82.5K
|
6.19K
$669K
|
|
|
Aug 06, 2024
Q2 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
767+ 8.22% |
$80.8K - $82.2K
|
10.1K
$1.09M
|
|
|
Jul 24, 2024
Q2 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
758+ 49.38% |
$79.9K - $81.2K
|
2.29K
$248K
|
|
|
Aug 09, 2024
Q2 2024
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
755+ 1.97% |
$79.6K - $80.9K
|
39.1K
$4.22M
|
|
|
Aug 12, 2024
Q2 2024
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
BUY
|
- |
750+ 11.81% |
$79K - $80.4K
|
7.1K
$767K
|
|
|
Jul 15, 2024
Q2 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
747+ 25.24% |
$78.7K - $80K
|
3.71K
$401K
|
|
|
Aug 02, 2024
Q2 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
743+ 18.46% |
$78.3K - $79.6K
|
4.77K
$515K
|
|
|
Jul 29, 2024
Q2 2024
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
720+ 13.51% |
$75.9K - $77.2K
|
6.05K
$654K
|
|
|
Jul 22, 2024
Q2 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
708+ 11.34% |
$74.6K - $75.9K
|
6.95K
$751K
|