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 13, 2024
Q2 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-355- 0.92% |
$37.4K - $38K
|
38.3K
$4.13M
|
|
|
Aug 12, 2024
Q2 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-357- 5.71% |
$37.6K - $38.3K
|
5.9K
$635K
|
|
|
Jul 18, 2024
Q2 2024
|
Wheelhouse Advisory Group LLC
St. Louis, MO |
SELL
|
- |
-358- 8.67% |
$37.7K - $38.4K
|
3.77K
$406K
|
|
|
Aug 06, 2024
Q2 2024
|
Bka Wealth Consulting, Inc.
|
SELL
|
- |
-363- 7.17% |
$38.2K - $38.9K
|
4.7K
$506K
|
|
|
Aug 13, 2024
Q2 2024
|
Ff Advisors,Llc
Manhattan Beach, CA |
SELL
|
- |
-365- 4.14% |
$38.5K - $39.1K
|
8.44K
$909K
|
|
|
Jul 31, 2024
Q2 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-368- 3.68% |
$38.8K - $39.4K
|
9.65K
$1.04M
|
|
|
Aug 02, 2024
Q2 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-369- 0.55% |
$38.9K - $39.5K
|
67.2K
$7.24M
|
|
|
Jul 23, 2024
Q2 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-375- 1.02% |
$39.5K - $40.2K
|
36.3K
$3.91M
|
|
|
Jul 29, 2024
Q2 2024
|
Aifg Consultants Ltd.
Halfmoon, NY |
SELL
|
- |
-380- 1.09% |
$40K - $40.7K
|
34.3K
$3.7M
|
|
|
Jul 31, 2024
Q2 2024
|
Spinnaker Trust
|
SELL
|
- |
-425- 2.58% |
$44.8K - $45.5K
|
16K
$1.73M
|
|
|
Jul 30, 2024
Q2 2024
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-430- 14.3% |
$45.3K - $46.1K
|
2.58K
$278K
|
|
|
Jul 15, 2024
Q2 2024
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-435- 15.43% |
$45.8K - $46.6K
|
2.38K
$257K
|
|
|
Jul 24, 2024
Q2 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-443- 6.25% |
$46.7K - $47.5K
|
6.65K
$716K
|
|
|
Jul 29, 2024
Q2 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-450- 5.73% |
$47.4K - $48.2K
|
7.41K
$798K
|
|
|
Jul 09, 2024
Q2 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-461- 29.31% |
$48.6K - $49.4K
|
1.11K
$120K
|
|
|
Jul 31, 2024
Q2 2024
|
Fairhaven Wealth Management, LLC
|
SELL
|
- |
-465- 4.41% |
$49K - $49.8K
|
10.1K
$1.09M
|
|
|
Jul 16, 2024
Q2 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-471- 6.79% |
$49.6K - $50.5K
|
6.46K
$696K
|
|
|
Jul 22, 2024
Q2 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-471- 3.94% |
$49.6K - $50.5K
|
11.5K
$1.24M
|
|
|
Jul 12, 2024
Q2 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-485- 5.85% |
$51.1K - $52K
|
7.81K
$841K
|
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-486- 0.11% |
$51.2K - $52.1K
|
434K
$46.7M
|
|
|
Jul 15, 2024
Q2 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
SELL
|
- |
-486- 9.85% |
$51.2K - $52.1K
|
4.45K
$479K
|
|
|
Jul 19, 2024
Q2 2024
|
West Coast Financial LLC
|
SELL
|
- |
-491- 11.01% |
$51.7K - $52.6K
|
3.97K
$427K
|
|
|
Aug 08, 2024
Q2 2024
|
1 St Source Bank
|
SELL
|
- |
-514- 7.88% |
$54.2K - $55.1K
|
6.01K
$647K
|
|
|
Jul 25, 2024
Q2 2024
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
SELL
|
- |
-516- 15.73% |
$54.4K - $55.3K
|
2.77K
$298K
|
|
|
Jul 10, 2024
Q2 2024
|
Helen Stephens Group, LLC
|
SELL
|
- |
-517- 2.88% |
$54.5K - $55.4K
|
17.4K
$1.88M
|
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-523- 2.35% |
$55.1K - $56K
|
21.7K
$2.34M
|
|
|
Jul 26, 2024
Q2 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-532- 9.63% |
$56.1K - $57K
|
5K
$538K
|
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-532- 49.72% |
$56.1K - $57K
|
538
$57.9K
|
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-532- 24.55% |
$56.1K - $57K
|
1.64K
$176K
|
|
|
Aug 14, 2024
Q2 2024
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-539- 12.52% |
$56.8K - $57.8K
|
3.77K
$406K
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-540- 13.39% |
$56.9K - $57.9K
|
3.49K
$376K
|
|
|
Jul 17, 2024
Q2 2024
|
4 J Wealth Management LLC
|
SELL
|
- |
-543- 5.16% |
$57.2K - $58.2K
|
9.98K
$1.07M
|
|
|
Aug 13, 2024
Q2 2024
|
Innova Wealth Partners
|
SELL
|
- |
-550- 11.83% |
$58K - $58.9K
|
4.1K
$442K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
SELL
|
- |
-554- 53.79% |
$58.4K - $59.4K
|
476
$51.3K
|
|
|
Aug 15, 2024
Q2 2024
|
Sepio Capital, LP
|
SELL
|
- |
-555- 4.43% |
$58.5K - $59.5K
|
12K
$1.29M
|
|
|
Jul 11, 2024
Q2 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-571- 4.25% |
$60.2K - $61.2K
|
12.9K
$1.38M
|
|
|
Aug 13, 2024
Q2 2024
|
German American Bancorp, Inc.
Jasper, IN |
SELL
|
- |
-580- 0.65% |
$61.1K - $62.2K
|
88K
$9.48M
|
|
|
Jul 18, 2024
Q2 2024
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-582- 17.23% |
$61.3K - $62.4K
|
2.8K
$301K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-585- 1.83% |
$61.6K - $62.7K
|
31.4K
$3.38M
|
|
|
Aug 12, 2024
Q2 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-586Closed |
$61.7K - $62.8K
|
0
$0
|
|
|
Jul 30, 2024
Q2 2024
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-588- 18.88% |
$62K - $63K
|
2.53K
$272K
|
|
|
Aug 09, 2024
Q2 2024
|
True Vision Mn LLC
Woodbury, MN |
SELL
|
- |
-593- 1.32% |
$62.5K - $63.5K
|
44.3K
$4.77M
|
|
|
Jul 24, 2024
Q2 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-600- 10.24% |
$63.2K - $64.3K
|
5.26K
$566K
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-603- 21.01% |
$63.5K - $64.6K
|
2.27K
$244K
|
|
|
Aug 06, 2024
Q2 2024
|
Beacon Financial Group
|
SELL
|
- |
-622- 14.39% |
$65.5K - $66.7K
|
3.7K
$399K
|
|
|
Jul 31, 2024
Q2 2024
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-640- 76.19% |
$67.4K - $68.6K
|
200
$21.5K
|
|
|
Aug 06, 2024
Q2 2024
|
Stephens Inc
|
SELL
|
- |
-642- 1.36% |
$67.6K - $68.8K
|
46.7K
$5.03M
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-646- 0.36% |
$68.1K - $69.2K
|
179K
$19.3M
|
|
|
Aug 09, 2024
Q2 2024
|
Financial Life Advisors
|
SELL
|
- |
-649- 1.24% |
$68.4K - $69.5K
|
51.6K
$5.55M
|
|
|
Jul 26, 2024
Q2 2024
|
Evensky & Katz LLC
|
SELL
|
- |
-653- 19.27% |
$68.8K - $70K
|
2.74K
$295K
|