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 05, 2024
Q2 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
420+ 3.0% |
$44.3K - $45K
|
14.4K
$1.57M
|
|
|
Aug 08, 2024
Q2 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
413New |
$43.5K - $44.3K
|
413
$44.8K
|
|
|
Jul 11, 2024
Q2 2024
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
410+ 1.6% |
$43.2K - $43.9K
|
26K
$2.83M
|
|
|
Jul 17, 2024
Q2 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
409+ 5.21% |
$43.1K - $43.8K
|
8.26K
$896K
|
|
|
Jul 12, 2024
Q2 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
408+ 5.61% |
$43K - $43.7K
|
7.69K
$834K
|
|
|
Aug 01, 2024
Q2 2024
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
408+ 10.12% |
$43K - $43.7K
|
4.44K
$482K
|
|
|
Aug 13, 2024
Q2 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
404+ 1.52% |
$42.6K - $43.3K
|
27K
$2.93M
|
|
|
Jul 17, 2024
Q2 2024
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
400+ 11.21% |
$42.1K - $42.9K
|
3.97K
$430K
|
|
|
Aug 14, 2024
Q2 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
386+ 11.05% |
$40.7K - $41.4K
|
3.88K
$421K
|
|
|
Jul 30, 2024
Q2 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
385+ 3.16% |
$40.6K - $41.3K
|
12.6K
$1.36M
|
|
|
Jul 31, 2024
Q2 2024
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
BUY
|
- |
379+ 4.77% |
$39.9K - $40.6K
|
8.32K
$903K
|
|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
BUY
|
- |
376+ 3.1% |
$39.6K - $40.3K
|
12.5K
$1.36M
|
|
|
Aug 09, 2024
Q2 2024
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
376+ 4.63% |
$39.6K - $40.3K
|
8.5K
$922K
|
|
|
Jul 26, 2024
Q2 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
362+ 5.19% |
$38.1K - $38.8K
|
7.33K
$795K
|
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
359+ 1.63% |
$37.8K - $38.5K
|
22.4K
$2.44M
|
|
|
Aug 12, 2024
Q2 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
357+ 3.01% |
$37.6K - $38.3K
|
12.2K
$1.33M
|
|
|
Aug 02, 2024
Q2 2024
|
Wealth Effects LLC
|
BUY
|
- |
353+ 13.46% |
$37.2K - $37.8K
|
2.98K
$323K
|
|
|
Jul 12, 2024
Q2 2024
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
344+ 1.86% |
$36.2K - $36.9K
|
18.9K
$2.05M
|
|
|
Aug 09, 2024
Q2 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
344+ 13.26% |
$36.2K - $36.9K
|
2.94K
$319K
|
|
|
Jul 26, 2024
Q2 2024
|
Ballast Advisors LLC
|
BUY
|
- |
341+ 6.12% |
$35.9K - $36.5K
|
5.91K
$641K
|
|
|
Aug 14, 2024
Q2 2024
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
334+ 5.2% |
$35.2K - $35.8K
|
6.75K
$733K
|
|
|
Jul 19, 2024
Q2 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
331+ 5.09% |
$34.9K - $35.5K
|
6.83K
$741K
|
|
|
Aug 01, 2024
Q2 2024
|
Rice Partnership, LLC
|
BUY
|
- |
328+ 87.94% |
$34.6K - $35.1K
|
701
$76.1K
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
328New |
$34.6K - $35.1K
|
328
$35.6K
|
|
|
Aug 07, 2024
Q2 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
323+ 1.77% |
$34K - $34.6K
|
18.5K
$2.01M
|
|
|
Aug 01, 2024
Q2 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
317+ 7.93% |
$33.4K - $34K
|
4.31K
$468K
|
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
313New |
$33K - $33.5K
|
313
$34K
|
|
|
Aug 06, 2024
Q2 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
313+ 4.1% |
$33K - $33.5K
|
7.96K
$863K
|
|
|
Aug 14, 2024
Q2 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
312+ 5.34% |
$32.9K - $33.4K
|
6.16K
$668K
|
|
|
Jul 10, 2024
Q2 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
311+ 0.52% |
$32.8K - $33.3K
|
59.6K
$6.47M
|
|
|
Jul 16, 2024
Q2 2024
|
Friedenthal Financial
|
BUY
|
- |
311+ 24.16% |
$32.8K - $33.3K
|
1.6K
$173K
|
|
|
Aug 14, 2024
Q2 2024
|
Cambria Investment Management, L.P.
|
BUY
|
- |
309+ 2.52% |
$32.6K - $33.1K
|
12.6K
$1.36M
|
|
|
Aug 05, 2024
Q2 2024
|
Slocum, Gordon & CO LLP
Newport, RI |
BUY
|
- |
307New |
$32.3K - $32.9K
|
307
$33.3K
|
|
|
Aug 14, 2024
Q2 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
300+ 0.6% |
$31.6K - $32.1K
|
50.4K
$5.47M
|
|
|
Aug 12, 2024
Q2 2024
|
Beta Wealth Group, Inc.
|
BUY
|
- |
298+ 6.19% |
$31.4K - $31.9K
|
5.11K
$555K
|
|
|
Aug 14, 2024
Q2 2024
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
292+ 0.34% |
$30.8K - $31.3K
|
87.2K
$9.47M
|
|
|
Jul 12, 2024
Q2 2024
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
282+ 0.81% |
$29.7K - $30.2K
|
35.2K
$3.82M
|
|
|
Aug 05, 2024
Q2 2024
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
280+ 4.53% |
$29.5K - $30K
|
6.46K
$701K
|
|
|
Aug 12, 2024
Q2 2024
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
280+ 3.36% |
$29.5K - $30K
|
8.61K
$934K
|
|
|
Aug 12, 2024
Q2 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
277+ 5.58% |
$29.2K - $29.7K
|
5.24K
$569K
|
|
|
Jul 15, 2024
Q2 2024
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
276+ 0.52% |
$29.1K - $29.6K
|
53.7K
$5.82M
|
|
|
Aug 07, 2024
Q2 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
272+ 7.08% |
$28.7K - $29.1K
|
4.11K
$446K
|
|
|
Jul 01, 2024
Q2 2024
|
Confluence Investment Management LLC
|
BUY
|
- |
267+ 1.35% |
$28.1K - $28.6K
|
20K
$2.17M
|
|
|
Jul 30, 2024
Q2 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
253+ 5.7% |
$26.7K - $27.1K
|
4.69K
$509K
|
|
|
Jul 02, 2024
Q2 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
252+ 1.37% |
$26.6K - $27K
|
18.6K
$2.02M
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
252+ 720.0% |
$26.6K - $27K
|
287
$31.1K
|
|
|
Jul 23, 2024
Q2 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
249+ 0.73% |
$26.2K - $26.7K
|
34.3K
$3.73M
|
|
|
Jul 12, 2024
Q2 2024
|
Columbia Advisory Partners LLC
|
BUY
|
- |
248+ 12.44% |
$26.1K - $26.6K
|
2.24K
$243K
|
|
|
Aug 02, 2024
Q2 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
247+ 7.54% |
$26K - $26.5K
|
3.52K
$382K
|
|
|
Jul 11, 2024
Q2 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
246New |
$25.9K - $26.4K
|
246
$26.7K
|