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 |
|---|---|---|---|---|---|---|---|
|
Jul 16, 2024
Q2 2024
|
Tsfg, LLC
|
BUY
|
- |
23+ 0.19% |
$2.42K - $2.46K
|
12.4K
$1.31M
|
|
|
Jul 18, 2024
Q2 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
22+ 0.3% |
$2.32K - $2.36K
|
7.44K
$783K
|
|
|
Jul 23, 2024
Q2 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
22+ 0.75% |
$2.32K - $2.36K
|
2.97K
$312K
|
|
|
Jul 23, 2024
Q2 2024
|
Prosperity Planning, Inc.
|
BUY
|
- |
22+ 0.08% |
$2.32K - $2.36K
|
27.4K
$2.88M
|
|
|
Aug 06, 2024
Q2 2024
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
19+ 0.48% |
$2K - $2.04K
|
3.95K
$416K
|
|
|
Aug 13, 2024
Q2 2024
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
19+ 0.93% |
$2K - $2.04K
|
2.06K
$217K
|
|
|
Aug 14, 2024
Q2 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
19+ 0.12% |
$2K - $2.04K
|
16.4K
$1.73M
|
|
|
Jul 12, 2024
Q2 2024
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
18+ 0.15% |
$1.9K - $1.93K
|
12.2K
$1.29M
|
|
|
Aug 14, 2024
Q2 2024
|
Valley Financial Group, Inc.
Ambler, PA |
BUY
|
- |
18+ 0.49% |
$1.9K - $1.93K
|
3.66K
$385K
|
|
|
Aug 14, 2024
Q2 2024
|
Wit, LLC
District Of Columbia, DC |
BUY
|
- |
16+ 80.0% |
$1.69K - $1.71K
|
36
$3.79K
|
|
|
Jul 16, 2024
Q2 2024
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
15+ 0.3% |
$1.58K - $1.61K
|
4.98K
$523K
|
|
|
Aug 09, 2024
Q2 2024
|
Firestone Capital Management
|
BUY
|
- |
15+ 0.75% |
$1.58K - $1.61K
|
2.01K
$212K
|
|
|
Aug 13, 2024
Q2 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
15+ 0.21% |
$1.58K - $1.61K
|
7.09K
$746K
|
|
|
Aug 13, 2024
Q2 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
15+ 0.18% |
$1.58K - $1.61K
|
8.19K
$862K
|
|
|
Sep 11, 2024
Q2 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
15+ 0.41% |
$1.58K - $1.61K
|
3.7K
$390K
|
|
|
Jul 12, 2024
Q2 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
14+ 0.69% |
$1.48K - $1.5K
|
2.03K
$214K
|
|
|
Jul 17, 2024
Q2 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
14+ 0.7% |
$1.48K - $1.5K
|
2.03K
$213K
|
|
|
Jul 17, 2024
Q2 2024
|
Rkl Wealth Management LLC
|
BUY
|
- |
14+ 0.72% |
$1.48K - $1.5K
|
1.95K
$205K
|
|
|
Jul 15, 2024
Q2 2024
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
13+ 0.28% |
$1.37K - $1.39K
|
4.69K
$493K
|
|
|
Aug 05, 2024
Q2 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
12+ 0.02% |
$1.26K - $1.29K
|
72.4K
$7.62M
|
|
|
Aug 14, 2024
Q2 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
12+ 0.28% |
$1.26K - $1.29K
|
4.23K
$445K
|
|
|
Jul 25, 2024
Q2 2024
|
Alpha Centric Advisors LLC
San Juan, PR |
BUY
|
- |
11+ 1.2% |
$1.16K - $1.18K
|
928
$97.6K
|
|
|
Aug 13, 2024
Q2 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
11New |
$1.16K - $1.18K
|
11
$1.16K
|
|
|
Jul 22, 2024
Q2 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
10+ 0.11% |
$1.05K - $1.07K
|
8.77K
$923K
|
|
|
Oct 29, 2024
Q2 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
9+ 0.62% |
$948 - $964
|
1.45K
$153K
|
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
BUY
|
- |
7+ 700.0% |
$738 - $750
|
8
$842
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
7+ 0.06% |
$738 - $750
|
12.1K
$1.28M
|
|
|
Jul 22, 2024
Q2 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
6+ 0.85% |
$632 - $643
|
712
$74.9K
|
|
|
Jul 12, 2024
Q2 2024
|
Harbor Group, Inc.
|
BUY
|
- |
5+ 0.01% |
$527 - $536
|
87.9K
$9.25M
|
|
|
Jul 17, 2024
Q2 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
5+ 1.94% |
$527 - $536
|
263
$27.7K
|
|
|
Aug 13, 2024
Q2 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
5+ 0.7% |
$527 - $536
|
716
$75.3K
|
|
|
Jul 22, 2024
Q2 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
4New |
$421 - $429
|
4
$421
|
|
|
Aug 08, 2024
Q2 2024
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
4+ 0.21% |
$421 - $429
|
1.94K
$204K
|
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
BUY
|
- |
3+ 1.22% |
$316 - $321
|
249
$26.2K
|
|
|
Jul 24, 2024
Q2 2024
|
Hms Capital Management, LLC
|
BUY
|
- |
3+ 0.07% |
$316 - $321
|
4.52K
$475K
|
|
|
Aug 08, 2024
Q2 2024
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
3+ 0.0% |
$316 - $321
|
74.5K
$7.84M
|
|
|
Jul 31, 2024
Q2 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
2+ 0.78% |
$211 - $214
|
260
$27.3K
|
|
|
Jul 30, 2024
Q2 2024
|
Activest Wealth Management
|
BUY
|
- |
1+ 6.67% |
$105 - $107
|
16
$1.68K
|
|
|
Aug 07, 2024
Q2 2024
|
Anson Capital, Inc.
|
BUY
|
- |
1+ 0.04% |
$105 - $107
|
2.29K
$241K
|
|
|
Aug 07, 2024
Q2 2024
|
Gables Capital Management Inc.
|
BUY
|
- |
1New |
$105 - $107
|
1
$105
|
|
|
Aug 12, 2024
Q2 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1+ 0.18% |
$105 - $107
|
550
$57.9K
|
|
|
Aug 14, 2024
Q2 2024
|
Gateway Advisory, LLC
Westfield, NJ |
SELL
|
- |
-1- 0.04% |
$105 - $107
|
2.68K
$282K
|
|
|
Aug 14, 2024
Q2 2024
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-2- 0.18% |
$211 - $214
|
1.13K
$119K
|
|
|
Jul 17, 2024
Q2 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-4- 0.19% |
$421 - $429
|
2.07K
$218K
|
|
|
Jul 22, 2024
Q2 2024
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-5- 0.1% |
$527 - $536
|
4.76K
$501K
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-6- -0.0% |
$632 - $643
|
254K
$26.7M
|
|
|
Aug 05, 2024
Q2 2024
|
Howard Capital Management Inc.
|
SELL
|
- |
-10- 0.11% |
$1.05K - $1.07K
|
9.29K
$977K
|
|
|
Jul 31, 2024
Q2 2024
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-12- 0.14% |
$1.26K - $1.29K
|
8.38K
$882K
|
|
|
Jul 08, 2024
Q2 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-14- 4.22% |
$1.48K - $1.5K
|
318
$33.5K
|
|
|
Aug 05, 2024
Q2 2024
|
Addison Advisors LLC
|
SELL
|
- |
-14- 0.33% |
$1.48K - $1.5K
|
4.19K
$441K
|