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
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
240+ 25.61% |
$25.3K - $25.7K
|
1.18K
$128K
|
|
Jul 12, 2024
Q2 2024
|
Country Trust Bank
|
BUY
|
- |
222+ 0.51% |
$23.4K - $23.8K
|
43.4K
$4.71M
|
|
Jul 29, 2024
Q2 2024
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
216+ 10.58% |
$22.8K - $23.1K
|
2.26K
$245K
|
|
Aug 05, 2024
Q2 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
214+ 2.43% |
$22.5K - $22.9K
|
9.04K
$981K
|
|
Jul 16, 2024
Q2 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
213+ 0.43% |
$22.4K - $22.8K
|
50K
$5.43M
|
|
Jul 16, 2024
Q2 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
213New |
$22.4K - $22.8K
|
213
$23.1K
|
|
Aug 14, 2024
Q2 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
211+ 6.09% |
$22.2K - $22.6K
|
3.68K
$399K
|
|
Jul 23, 2024
Q2 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
210+ 0.41% |
$22.1K - $22.5K
|
51.3K
$5.56M
|
|
Aug 06, 2024
Q2 2024
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
207+ 10.68% |
$21.8K - $22.2K
|
2.15K
$233K
|
|
Jul 30, 2024
Q2 2024
|
Arrow Financial Corp
|
BUY
|
- |
205+ 1.67% |
$21.6K - $22K
|
12.5K
$1.36M
|
|
Jul 17, 2024
Q2 2024
|
New Potomac Partners, LLC
|
BUY
|
- |
200+ 3.13% |
$21.1K - $21.4K
|
6.58K
$714K
|
|
Aug 14, 2024
Q2 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
200+ 7.61% |
$21.1K - $21.4K
|
2.83K
$307K
|
|
Aug 08, 2024
Q2 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
196+ 4.99% |
$20.7K - $21K
|
4.12K
$447K
|
|
Aug 08, 2024
Q2 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
196+ 6.85% |
$20.7K - $21K
|
3.06K
$332K
|
|
Jul 18, 2024
Q2 2024
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
188+ 9.48% |
$19.8K - $20.1K
|
2.17K
$236K
|
|
Jul 23, 2024
Q2 2024
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
186+ 3.57% |
$19.6K - $19.9K
|
5.4K
$585K
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
183New |
$19.3K - $19.6K
|
183
$19.9K
|
|
Jul 25, 2024
Q2 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
182+ 0.21% |
$19.2K - $19.5K
|
86.7K
$9.41M
|
|
Aug 12, 2024
Q2 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
181+ 7.57% |
$19.1K - $19.4K
|
2.57K
$279K
|
|
Jul 31, 2024
Q2 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
179+ 0.25% |
$18.9K - $19.2K
|
71.3K
$7.73M
|
|
Jul 25, 2024
Q2 2024
|
Patten Group, Inc.
|
BUY
|
- |
172+ 0.94% |
$18.1K - $18.4K
|
18.4K
$2M
|
|
Jul 16, 2024
Q2 2024
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
170+ 2.16% |
$17.9K - $18.2K
|
8.03K
$872K
|
|
Jul 29, 2024
Q2 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
165+ 2.31% |
$17.4K - $17.7K
|
7.31K
$793K
|
|
Jul 15, 2024
Q2 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
162+ 3.38% |
$17.1K - $17.4K
|
4.95K
$537K
|
|
Aug 14, 2024
Q2 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
159+ 6.45% |
$16.8K - $17K
|
2.63K
$285K
|
|
Jul 19, 2024
Q2 2024
|
Accredited Investors Inc.
|
BUY
|
- |
158+ 1.95% |
$16.6K - $16.9K
|
8.28K
$898K
|
|
Jul 12, 2024
Q2 2024
|
Kwmg, LLC
|
BUY
|
- |
156+ 0.55% |
$16.4K - $16.7K
|
28.8K
$3.12M
|
|
Aug 05, 2024
Q2 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
155+ 1.86% |
$16.3K - $16.6K
|
8.49K
$921K
|
|
Jul 24, 2024
Q2 2024
|
Alta Wealth Advisors LLC
|
BUY
|
- |
152+ 1.93% |
$16K - $16.3K
|
8.02K
$870K
|
|
Jul 17, 2024
Q2 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
151+ 1.16% |
$15.9K - $16.2K
|
13.1K
$1.43M
|
|
Jul 10, 2024
Q2 2024
|
Cumberland Advisors Inc
|
BUY
|
- |
150+ 5.45% |
$15.8K - $16.1K
|
2.9K
$315K
|
|
Aug 09, 2024
Q2 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
147+ 1.35% |
$15.5K - $15.8K
|
11K
$1.2M
|
|
Jul 25, 2024
Q2 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
143New |
$15.1K - $15.3K
|
143
$15.5K
|
|
Oct 31, 2024
Q2 2024
|
Westshore Wealth, LLC
|
BUY
|
- |
142+ 2.36% |
$15K - $15.2K
|
6.16K
$669K
|
|
Jul 12, 2024
Q2 2024
|
Successful Portfolios LLC
|
BUY
|
- |
140+ 6.38% |
$14.8K - $15K
|
2.34K
$253K
|
|
Aug 14, 2024
Q2 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
140+ 3.59% |
$14.8K - $15K
|
4.04K
$438K
|
|
Jul 15, 2024
Q2 2024
|
Washington Trust CO
|
BUY
|
- |
130+ 4.22% |
$13.7K - $13.9K
|
3.21K
$348K
|
|
Jul 23, 2024
Q2 2024
|
Heritage Financial Services, LLC
|
BUY
|
- |
129+ 2.49% |
$13.6K - $13.8K
|
5.32K
$577K
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
128+ 21.44% |
$13.5K - $13.7K
|
725
$78.7K
|
|
Aug 07, 2024
Q2 2024
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
126+ 2.9% |
$13.3K - $13.5K
|
4.48K
$486K
|
|
Jul 19, 2024
Q2 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
119+ 6.24% |
$12.5K - $12.8K
|
2.03K
$220K
|
|
Aug 05, 2024
Q2 2024
|
Northwest Wealth Management, LLC
|
BUY
|
- |
119+ 3.32% |
$12.5K - $12.8K
|
3.7K
$401K
|
|
Jul 29, 2024
Q2 2024
|
Bank Ozk
|
BUY
|
- |
114+ 3.65% |
$12K - $12.2K
|
3.24K
$351K
|
|
Aug 12, 2024
Q2 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
110+ 3.57% |
$11.6K - $11.8K
|
3.19K
$346K
|
|
Aug 07, 2024
Q2 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
108+ 3.17% |
$11.4K - $11.6K
|
3.52K
$381K
|
|
Jul 25, 2024
Q2 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
102+ 1.62% |
$10.7K - $10.9K
|
6.42K
$696K
|
|
Aug 01, 2024
Q2 2024
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
101+ 2.85% |
$10.6K - $10.8K
|
3.64K
$395K
|
|
Aug 01, 2024
Q2 2024
|
Providence First Trust CO
|
BUY
|
- |
100+ 2.2% |
$10.5K - $10.7K
|
4.65K
$505K
|
|
Jul 12, 2024
Q2 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
99New |
$10.4K - $10.6K
|
99
$10.7K
|
|
Jul 17, 2024
Q2 2024
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
99+ 0.19% |
$10.4K - $10.6K
|
51.1K
$5.55M
|