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
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-20- 0.35% |
$2.11K - $2.14K
|
5.65K
$609K
|
|
|
Jul 12, 2024
Q2 2024
|
Olio Financial Planning
|
SELL
|
- |
-21- 0.25% |
$2.21K - $2.25K
|
8.55K
$920K
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-27- 90.0% |
$2.84K - $2.89K
|
3
$323
|
|
|
Jul 26, 2024
Q2 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-29- 0.16% |
$3.06K - $3.11K
|
18.3K
$1.97M
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-31- 5.51% |
$3.27K - $3.32K
|
532
$57.3K
|
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-31- 1.46% |
$3.27K - $3.32K
|
2.1K
$226K
|
|
|
Aug 02, 2024
Q2 2024
|
Archer Investment Corp
|
SELL
|
- |
-36- 20.93% |
$3.79K - $3.86K
|
136
$14.6K
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-37- 28.03% |
$3.9K - $3.96K
|
95
$10.2K
|
|
|
Jul 31, 2024
Q2 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-48- 2.77% |
$5.06K - $5.14K
|
1.68K
$181K
|
|
|
Jul 30, 2024
Q2 2024
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-49- 1.53% |
$5.16K - $5.25K
|
3.16K
$341K
|
|
|
Aug 14, 2024
Q2 2024
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-50- 1.65% |
$5.27K - $5.36K
|
2.97K
$320K
|
|
|
Jul 12, 2024
Q2 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-56- 2.1% |
$5.9K - $6K
|
2.61K
$281K
|
|
|
Aug 14, 2024
Q2 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-58- 0.34% |
$6.11K - $6.22K
|
17.1K
$1.84M
|
|
|
Aug 09, 2024
Q2 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-63- 0.46% |
$6.64K - $6.75K
|
13.6K
$1.46M
|
|
|
Aug 07, 2024
Q2 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-65- 1.14% |
$6.85K - $6.97K
|
5.66K
$609K
|
|
|
Aug 13, 2024
Q2 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-67- 1.55% |
$7.06K - $7.18K
|
4.25K
$457K
|
|
|
Aug 05, 2024
Q2 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
SELL
|
- |
-68- 2.66% |
$7.17K - $7.29K
|
2.49K
$268K
|
|
|
Jul 31, 2024
Q2 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-69- 1.75% |
$7.27K - $7.39K
|
3.88K
$418K
|
|
|
Aug 09, 2024
Q2 2024
|
One Degree Advisors Inc
San Diego, CA |
SELL
|
- |
-73- 2.28% |
$7.69K - $7.82K
|
3.12K
$336K
|
|
|
Jul 29, 2024
Q2 2024
|
Bfsg, LLC
|
SELL
|
- |
-75- 27.27% |
$7.9K - $8.04K
|
200
$21.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Scissortail Wealth Management, LLC
Tulsa, OK |
SELL
|
- |
-76- 0.51% |
$8.01K - $8.14K
|
14.9K
$1.6M
|
|
|
Aug 15, 2024
Q2 2024
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-77- 16.24% |
$8.11K - $8.25K
|
397
$42.8K
|
|
|
Jul 22, 2024
Q2 2024
|
Grant
|
SELL
|
- |
-78- 2.88% |
$8.22K - $8.36K
|
2.63K
$283K
|
|
|
Jul 17, 2024
Q2 2024
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-79- 0.64% |
$8.32K - $8.47K
|
12.2K
$1.31M
|
|
|
Jul 10, 2024
Q2 2024
|
Clean Yield Group
|
SELL
|
- |
-90- 16.79% |
$9.48K - $9.64K
|
446
$48K
|
|
|
Aug 12, 2024
Q2 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-93- 94.9% |
$9.8K - $9.97K
|
5
$538
|
|
|
Jul 16, 2024
Q2 2024
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-94- 2.92% |
$9.9K - $10.1K
|
3.12K
$336K
|
|
|
Jul 24, 2024
Q2 2024
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-96- 1.17% |
$10.1K - $10.3K
|
8.13K
$875K
|
|
|
Jul 30, 2024
Q2 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-98- 0.82% |
$10.3K - $10.5K
|
11.9K
$1.28M
|
|
|
Jul 03, 2024
Q2 2024
|
Curbstone Financial Management Corp
|
SELL
|
- |
-100- 0.21% |
$10.5K - $10.7K
|
47.8K
$5.15M
|
|
|
Jul 31, 2024
Q2 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-107- 1.19% |
$11.3K - $11.5K
|
8.92K
$960K
|
|
|
Aug 14, 2024
Q2 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-113- 1.02% |
$11.9K - $12.1K
|
10.9K
$1.18M
|
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-115- 2.39% |
$12.1K - $12.3K
|
4.69K
$505K
|
|
|
Aug 08, 2024
Q2 2024
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-116- 1.5% |
$12.2K - $12.4K
|
7.62K
$821K
|
|
|
Jul 18, 2024
Q2 2024
|
Investments & Financial Planning, LLC
Lexington, KY |
SELL
|
- |
-118- 1.67% |
$12.4K - $12.6K
|
6.93K
$746K
|
|
|
Aug 05, 2024
Q2 2024
|
Wakefield Asset Management Lllp
Englewood, CO |
SELL
|
- |
-119- 1.34% |
$12.5K - $12.8K
|
8.77K
$944K
|
|
|
Jul 17, 2024
Q2 2024
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-123- 1.73% |
$13K - $13.2K
|
7K
$754K
|
|
|
Jul 30, 2024
Q2 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-127- 0.84% |
$13.4K - $13.6K
|
15K
$1.61M
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-129- 0.39% |
$13.6K - $13.8K
|
33.2K
$3.58M
|
|
|
Aug 06, 2024
Q2 2024
|
Mount Lucas Management LP
Newtown, PA |
SELL
|
- |
-135- 2.01% |
$14.2K - $14.5K
|
6.58K
$708K
|
|
|
Jul 12, 2024
Q2 2024
|
Consilio Wealth Advisors, LLC
|
SELL
|
- |
-138- 1.08% |
$14.5K - $14.8K
|
12.7K
$1.37M
|
|
|
Aug 09, 2024
Q2 2024
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-139- 1.22% |
$14.6K - $14.9K
|
11.3K
$1.22M
|
|
|
Aug 12, 2024
Q2 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-141- 12.49% |
$14.9K - $15.1K
|
988
$106K
|
|
|
Jul 31, 2024
Q2 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-150- 2.78% |
$15.8K - $16.1K
|
5.24K
$564K
|
|
|
Aug 06, 2024
Q2 2024
|
Raub Brock Capital Management LP
|
SELL
|
- |
-155- 0.23% |
$16.3K - $16.6K
|
66.4K
$7.15M
|
|
|
Aug 12, 2024
Q2 2024
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-155- 0.38% |
$16.3K - $16.6K
|
40.4K
$4.35M
|
|
|
Jul 12, 2024
Q2 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-160- 0.78% |
$16.9K - $17.1K
|
20.5K
$2.2M
|
|
|
Jul 22, 2024
Q2 2024
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-160- 1.48% |
$16.9K - $17.1K
|
10.7K
$1.15M
|
|
|
Aug 14, 2024
Q2 2024
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-161- 1.03% |
$17K - $17.3K
|
15.5K
$1.67M
|
|
|
Jul 30, 2024
Q2 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-165- 6.51% |
$17.4K - $17.7K
|
2.37K
$255K
|