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
|
Northwest Wealth Management, LLC
|
BUY
|
- |
119+ 3.32% |
$12.5K - $12.8K
|
3.7K
$389K
|
|
|
Jul 29, 2024
Q2 2024
|
Bank Ozk
|
BUY
|
- |
114+ 3.65% |
$12K - $12.2K
|
3.24K
$341K
|
|
|
Aug 12, 2024
Q2 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
110+ 3.57% |
$11.6K - $11.8K
|
3.19K
$335K
|
|
|
Aug 07, 2024
Q2 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
108+ 3.17% |
$11.4K - $11.6K
|
3.52K
$370K
|
|
|
Jul 25, 2024
Q2 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
102+ 1.62% |
$10.7K - $10.9K
|
6.42K
$675K
|
|
|
Aug 01, 2024
Q2 2024
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
101+ 2.85% |
$10.6K - $10.8K
|
3.64K
$383K
|
|
|
Aug 01, 2024
Q2 2024
|
Providence First Trust CO
|
BUY
|
- |
100+ 2.2% |
$10.5K - $10.7K
|
4.65K
$489K
|
|
|
Jul 12, 2024
Q2 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
99New |
$10.4K - $10.6K
|
99
$10.4K
|
|
|
Jul 17, 2024
Q2 2024
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
99+ 0.19% |
$10.4K - $10.6K
|
51.1K
$5.38M
|
|
|
Jul 19, 2024
Q2 2024
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
98+ 4.37% |
$10.3K - $10.5K
|
2.34K
$246K
|
|
|
Jul 08, 2024
Q2 2024
|
Fc Advisory LLC
|
BUY
|
- |
96+ 0.62% |
$10.1K - $10.3K
|
15.7K
$1.65M
|
|
|
Jul 26, 2024
Q2 2024
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
95+ 1.8% |
$10K - $10.2K
|
5.37K
$565K
|
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
90New |
$9.48K - $9.64K
|
90
$9.47K
|
|
|
Aug 13, 2024
Q2 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
86+ 0.17% |
$9.06K - $9.22K
|
52K
$5.47M
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
85+ 0.03% |
$8.96K - $9.11K
|
291K
$30.7M
|
|
|
Aug 12, 2024
Q2 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
85+ 1.77% |
$8.96K - $9.11K
|
4.89K
$515K
|
|
|
Jul 23, 2024
Q2 2024
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
80+ 1.21% |
$8.43K - $8.57K
|
6.69K
$704K
|
|
|
Jul 24, 2024
Q2 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
79+ 2.31% |
$8.32K - $8.47K
|
3.5K
$368K
|
|
|
Aug 08, 2024
Q2 2024
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
77New |
$8.11K - $8.25K
|
77
$8.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
73+ 0.23% |
$7.69K - $7.82K
|
31.3K
$3.29M
|
|
|
Jul 10, 2024
Q2 2024
|
Five Oceans Advisors
|
BUY
|
- |
71+ 3.58% |
$7.48K - $7.61K
|
2.06K
$216K
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
71+ 1.88% |
$7.48K - $7.61K
|
3.85K
$405K
|
|
|
Jul 19, 2024
Q2 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
66+ 3.18% |
$6.95K - $7.07K
|
2.14K
$225K
|
|
|
Aug 15, 2024
Q2 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
65+ 8.41% |
$6.85K - $6.97K
|
838
$88.1K
|
|
|
Aug 02, 2024
Q2 2024
|
National Bank Of Canada
|
BUY
|
- |
63+ 24.61% |
$6.64K - $6.75K
|
319
$33.6K
|
|
|
Aug 15, 2024
Q2 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
62+ 2.17% |
$6.53K - $6.64K
|
2.92K
$307K
|
|
|
Jul 08, 2024
Q2 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
57+ 2.75% |
$6.01K - $6.11K
|
2.13K
$224K
|
|
|
Aug 09, 2024
Q2 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
55+ 10.54% |
$5.8K - $5.89K
|
577
$60.7K
|
|
|
Aug 13, 2024
Q2 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
54+ 0.24% |
$5.69K - $5.79K
|
22.7K
$2.38M
|
|
|
Jul 12, 2024
Q2 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
48+ 0.23% |
$5.06K - $5.14K
|
21.3K
$2.24M
|
|
|
Aug 05, 2024
Q2 2024
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
48+ 1.67% |
$5.06K - $5.14K
|
2.92K
$307K
|
|
|
Aug 08, 2024
Q2 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
47+ 0.71% |
$4.95K - $5.04K
|
6.68K
$703K
|
|
|
Jul 23, 2024
Q2 2024
|
Fortis Capital Management LLC
|
BUY
|
- |
46+ 0.8% |
$4.85K - $4.93K
|
5.83K
$613K
|
|
|
Aug 05, 2024
Q2 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
46+ 21.4% |
$4.85K - $4.93K
|
261
$27.5K
|
|
|
Aug 13, 2024
Q2 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
41+ 0.31% |
$4.32K - $4.39K
|
13.3K
$1.4M
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
40New |
$4.21K - $4.29K
|
40
$4.21K
|
|
|
Aug 09, 2024
Q2 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
40+ 0.99% |
$4.21K - $4.29K
|
4.07K
$428K
|
|
|
Aug 14, 2024
Q2 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
40New |
$4.21K - $4.29K
|
40
$4.21K
|
|
|
Jul 10, 2024
Q2 2024
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
38+ 0.18% |
$4K - $4.07K
|
21.1K
$2.22M
|
|
|
Jul 23, 2024
Q2 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
38New |
$4K - $4.07K
|
38
$4K
|
|
|
Aug 07, 2024
Q2 2024
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
37+ 0.51% |
$3.9K - $3.96K
|
7.23K
$761K
|
|
|
Jul 24, 2024
Q2 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
35+ 1.53% |
$3.69K - $3.75K
|
2.32K
$244K
|
|
|
Jul 18, 2024
Q2 2024
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
32+ 0.75% |
$3.37K - $3.43K
|
4.32K
$455K
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
30New |
$3.16K - $3.21K
|
30
$3.16K
|
|
|
Jul 15, 2024
Q2 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
30+ 1.41% |
$3.16K - $3.21K
|
2.15K
$227K
|
|
|
Jul 19, 2024
Q2 2024
|
Riverwater Partners LLC
|
BUY
|
- |
29+ 0.75% |
$3.06K - $3.11K
|
3.87K
$408K
|
|
|
Jul 24, 2024
Q2 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
29+ 2.94% |
$3.06K - $3.11K
|
1.02K
$107K
|
|
|
Aug 14, 2024
Q2 2024
|
Gould Capital, LLC
|
BUY
|
- |
28+ 4.84% |
$2.95K - $3K
|
607
$63.9K
|
|
|
Aug 12, 2024
Q2 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
25+ 0.44% |
$2.63K - $2.68K
|
5.67K
$597K
|
|
|
Jul 11, 2024
Q2 2024
|
Act Wealth Management, LLC
|
BUY
|
- |
24+ 0.6% |
$2.53K - $2.57K
|
4.05K
$426K
|