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
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-161- 1.03% |
$17K - $17.3K
|
15.5K
$1.64M
|
|
|
Jul 30, 2024
Q2 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-165- 6.51% |
$17.4K - $17.7K
|
2.37K
$250K
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-165- 11.12% |
$17.4K - $17.7K
|
1.32K
$139K
|
|
|
Jul 25, 2024
Q2 2024
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-166- 3.15% |
$17.5K - $17.8K
|
5.11K
$538K
|
|
|
Aug 12, 2024
Q2 2024
|
Bright Financial Advisors, Inc.
Portage, MI |
SELL
|
- |
-166- 5.04% |
$17.5K - $17.8K
|
3.13K
$330K
|
|
|
Aug 23, 2024
Q2 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-167- 15.68% |
$17.6K - $17.9K
|
898
$94.6K
|
|
|
Aug 05, 2024
Q2 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-175- 15.1% |
$18.4K - $18.8K
|
984
$104K
|
|
|
Jul 22, 2024
Q2 2024
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-180- 8.02% |
$19K - $19.3K
|
2.06K
$217K
|
|
|
Aug 05, 2024
Q2 2024
|
Patron Partners, LLC
|
SELL
|
- |
-180- 2.94% |
$19K - $19.3K
|
5.94K
$626K
|
|
|
Aug 14, 2024
Q2 2024
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-182- 5.32% |
$19.2K - $19.5K
|
3.24K
$341K
|
|
|
Jul 31, 2024
Q2 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-184- 1.94% |
$19.4K - $19.7K
|
9.32K
$981K
|
|
|
Aug 12, 2024
Q2 2024
|
Clifford Group, LLC
Wayland, MA |
SELL
|
- |
-184- 0.46% |
$19.4K - $19.7K
|
39.7K
$4.18M
|
|
|
Jul 10, 2024
Q2 2024
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-191- 2.65% |
$20.1K - $20.5K
|
7.02K
$740K
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-199- 3.93% |
$21K - $21.3K
|
4.87K
$513K
|
|
|
Oct 08, 2024
Q2 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-200- 5.68% |
$21.1K - $21.4K
|
3.32K
$350K
|
|
|
Jul 11, 2024
Q2 2024
|
Lwmg, LLC
Lake Elmo, MN |
SELL
|
- |
-204- 7.21% |
$21.5K - $21.9K
|
2.63K
$277K
|
|
|
Jul 30, 2024
Q2 2024
|
Fonville Wealth Management LLC
Richmond, VA |
SELL
|
- |
-207- 9.42% |
$21.8K - $22.2K
|
1.99K
$210K
|
|
|
Jul 18, 2024
Q2 2024
|
Erickson Financial Group, LLC
Allentown, PA |
SELL
|
- |
-209- 5.14% |
$22K - $22.4K
|
3.85K
$406K
|
|
|
Aug 02, 2024
Q2 2024
|
Palumbo Wealth Management LLC
Great Neck, NY |
SELL
|
- |
-209- 5.05% |
$22K - $22.4K
|
3.93K
$414K
|
|
|
Jul 29, 2024
Q2 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-210- 12.14% |
$22.1K - $22.5K
|
1.52K
$160K
|
|
|
Jul 10, 2024
Q2 2024
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-216- 36.06% |
$22.8K - $23.1K
|
383
$40.3K
|
|
|
Jul 31, 2024
Q2 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-216- 0.06% |
$22.8K - $23.1K
|
339K
$35.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-217- 3.86% |
$22.9K - $23.3K
|
5.4K
$569K
|
|
|
Jul 29, 2024
Q2 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-221- 0.7% |
$23.3K - $23.7K
|
31.4K
$3.31M
|
|
|
Aug 05, 2024
Q2 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-221- 30.32% |
$23.3K - $23.7K
|
508
$53.5K
|
|
|
Jul 23, 2024
Q2 2024
|
Bear Mountain Capital, Inc.
Seattle, WA |
SELL
|
- |
-224- 0.11% |
$23.6K - $24K
|
197K
$20.7M
|
|
|
Aug 02, 2024
Q2 2024
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-225- 0.66% |
$23.7K - $24.1K
|
33.7K
$3.55M
|
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-237- 1.39% |
$25K - $25.4K
|
16.8K
$1.77M
|
|
|
Jul 11, 2024
Q2 2024
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-238- 1.65% |
$25.1K - $25.5K
|
14.2K
$1.49M
|
|
|
Aug 12, 2024
Q2 2024
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-240- 16.61% |
$25.3K - $25.7K
|
1.21K
$127K
|
|
|
Aug 16, 2024
Q2 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-241- 9.4% |
$25.4K - $25.8K
|
2.32K
$245K
|
|
|
Jul 29, 2024
Q2 2024
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-250- 53.19% |
$26.3K - $26.8K
|
220
$23.2K
|
|
|
Jul 08, 2024
Q2 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-252- 0.43% |
$26.6K - $27K
|
58.6K
$6.17M
|
|
|
Jul 17, 2024
Q2 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-258- 3.49% |
$27.2K - $27.6K
|
7.13K
$751K
|
|
|
Jul 25, 2024
Q2 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-262- 2.07% |
$27.6K - $28.1K
|
12.4K
$1.31M
|
|
|
Aug 12, 2024
Q2 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-264- 9.98% |
$27.8K - $28.3K
|
2.38K
$251K
|
|
|
Aug 02, 2024
Q2 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-280- 0.98% |
$29.5K - $30K
|
28.2K
$2.97M
|
|
|
Jul 30, 2024
Q2 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-282- 1.42% |
$29.7K - $30.2K
|
19.6K
$2.06M
|
|
|
Jul 25, 2024
Q2 2024
|
Cooksen Wealth, LLC
The Woodlands, TX |
SELL
|
- |
-283- 2.53% |
$29.8K - $30.3K
|
10.9K
$1.15M
|
|
|
Aug 07, 2024
Q2 2024
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-287- 0.47% |
$30.2K - $30.8K
|
60.4K
$6.36M
|
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-292- 0.05% |
$30.8K - $31.3K
|
617K
$65M
|
|
|
Jul 16, 2024
Q2 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-300- 38.91% |
$31.6K - $32.1K
|
471
$49.6K
|
|
|
Aug 13, 2024
Q2 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-319- 2.57% |
$33.6K - $34.2K
|
12.1K
$1.27M
|
|
|
Jul 25, 2024
Q2 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-324- 3.21% |
$34.1K - $34.7K
|
9.77K
$1.03M
|
|
|
Aug 08, 2024
Q2 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-325- 67.43% |
$34.2K - $34.8K
|
157
$16.5K
|
|
|
Aug 09, 2024
Q2 2024
|
Renasant Bank
|
SELL
|
- |
-325- 2.79% |
$34.2K - $34.8K
|
11.3K
$1.19M
|
|
|
Jul 23, 2024
Q2 2024
|
Essex Savings Bank
|
SELL
|
- |
-328- 4.75% |
$34.6K - $35.1K
|
6.58K
$693K
|
|
|
Aug 13, 2024
Q2 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-330- 0.58% |
$34.8K - $35.4K
|
56.1K
$5.91M
|
|
|
Aug 02, 2024
Q2 2024
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-331- 8.46% |
$34.9K - $35.5K
|
3.58K
$377K
|
|
|
Aug 06, 2024
Q2 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-332- 8.47% |
$35K - $35.6K
|
3.59K
$378K
|