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 09, 2024
Q2 2024
|
Financial Life Advisors
|
SELL
|
- |
-649- 1.24% |
$68.4K - $69.5K
|
51.6K
$5.43M
|
|
|
Jul 26, 2024
Q2 2024
|
Evensky & Katz LLC
|
SELL
|
- |
-653- 19.27% |
$68.8K - $70K
|
2.74K
$288K
|
|
|
Jul 15, 2024
Q2 2024
|
Flc Capital Advisors
|
SELL
|
- |
-655- 21.05% |
$69K - $70.2K
|
2.46K
$258K
|
|
|
Jul 25, 2024
Q2 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-675- 5.93% |
$71.1K - $72.3K
|
10.7K
$1.13M
|
|
|
Aug 09, 2024
Q2 2024
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-690- 24.86% |
$72.7K - $73.9K
|
2.09K
$219K
|
|
|
Jul 24, 2024
Q2 2024
|
Advisory Resource Group
|
SELL
|
- |
-691- 3.88% |
$72.8K - $74K
|
17.1K
$1.8M
|
|
|
Jul 31, 2024
Q2 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-696- 4.29% |
$73.3K - $74.6K
|
15.5K
$1.63M
|
|
|
Jul 30, 2024
Q2 2024
|
James Investment Research Inc
|
SELL
|
- |
-700- 3.03% |
$73.8K - $75K
|
22.4K
$2.36M
|
|
|
Aug 09, 2024
Q2 2024
|
Okabena Investment Services Inc
Minneapolis, MN |
SELL
|
- |
-728- 0.79% |
$76.7K - $78K
|
91.7K
$9.64M
|
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-733- 3.76% |
$77.2K - $78.5K
|
18.7K
$1.97M
|
|
|
Jul 30, 2024
Q2 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-736- 3.88% |
$77.6K - $78.9K
|
18.2K
$1.92M
|
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-749- 2.87% |
$78.9K - $80.3K
|
25.4K
$2.67M
|
|
|
Aug 07, 2024
Q2 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-757- 3.63% |
$79.8K - $81.1K
|
20.1K
$2.11M
|
|
|
Jul 26, 2024
Q2 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-777- 4.16% |
$81.9K - $83.3K
|
17.9K
$1.88M
|
|
|
Jul 30, 2024
Q2 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-798- 5.24% |
$84.1K - $85.5K
|
14.4K
$1.52M
|
|
|
Jul 22, 2024
Q2 2024
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-809- 5.98% |
$85.2K - $86.7K
|
12.7K
$1.34M
|
|
|
Aug 12, 2024
Q2 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-810- 52.84% |
$85.3K - $86.8K
|
723
$76.1K
|
|
|
Aug 09, 2024
Q2 2024
|
Eley Financial Management, Inc
South Burlington, VT |
SELL
|
- |
-811- 9.87% |
$85.5K - $86.9K
|
7.41K
$779K
|
|
|
Jul 24, 2024
Q2 2024
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-821- 4.85% |
$86.5K - $88K
|
16.1K
$1.69M
|
|
|
Jul 25, 2024
Q2 2024
|
Tnf LLC
|
SELL
|
- |
-846- 1.67% |
$89.1K - $90.7K
|
49.8K
$5.24M
|
|
|
Aug 01, 2024
Q2 2024
|
Dorval Corp
Maple Grove, MN |
SELL
|
- |
-852- 6.75% |
$89.8K - $91.3K
|
11.8K
$1.24M
|
|
|
Aug 13, 2024
Q2 2024
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-852- 4.19% |
$89.8K - $91.3K
|
19.5K
$2.05M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-857- 6.77% |
$90.3K - $91.8K
|
11.8K
$1.24M
|
|
|
Jul 16, 2024
Q2 2024
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
SELL
|
- |
-883- 3.51% |
$93K - $94.6K
|
24.3K
$2.55M
|
|
|
Aug 05, 2024
Q2 2024
|
Efficient Advisors, LLC
|
SELL
|
- |
-916- 7.66% |
$96.5K - $98.2K
|
11K
$1.16M
|
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-951- 12.39% |
$100K - $102K
|
6.73K
$707K
|
|
|
Aug 02, 2024
Q2 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-952- 18.51% |
$100K - $102K
|
4.19K
$441K
|
|
|
Jul 18, 2024
Q2 2024
|
Sweet Financial Partners, LLC
|
SELL
|
- |
-959- 6.93% |
$101K - $103K
|
12.9K
$1.35M
|
|
|
Aug 13, 2024
Q2 2024
|
Evoke Wealth, LLC
|
SELL
|
- |
-1K- 33.33% |
$105K - $107K
|
2K
$210K
|
|
|
Jul 26, 2024
Q2 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-1.01K- 6.7% |
$106K - $108K
|
14K
$1.47M
|
|
|
Jul 19, 2024
Q2 2024
|
Greenspring Advisors, LLC
|
SELL
|
- |
-1.02K- 5.07% |
$107K - $109K
|
19K
$2M
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO
|
SELL
|
- |
-1.02K- 9.99% |
$108K - $110K
|
9.23K
$971K
|
|
|
Jul 23, 2024
Q2 2024
|
New Square Capital LLC
|
SELL
|
- |
-1.04K- 1.98% |
$109K - $111K
|
51.1K
$5.38M
|
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-1.07K- 68.59% |
$113K - $114K
|
489
$51.4K
|
|
|
Aug 12, 2024
Q2 2024
|
Cornerstone Investment Partners, LLC
|
SELL
|
- |
-1.07K- 10.37% |
$113K - $115K
|
9.25K
$972K
|
|
|
Jul 31, 2024
Q2 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-1.07K- 2.38% |
$113K - $115K
|
44.1K
$4.64M
|
|
|
Aug 09, 2024
Q2 2024
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-1.1K- 4.01% |
$116K - $118K
|
26.4K
$2.78M
|
|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.13K- 11.93% |
$119K - $121K
|
8.34K
$877K
|
|
|
Jul 25, 2024
Q2 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-1.14K- 36.93% |
$120K - $122K
|
1.95K
$205K
|
|
|
Jul 30, 2024
Q2 2024
|
Seascape Capital Management
Portsmouth, NH |
SELL
|
- |
-1.15K- 6.09% |
$121K - $123K
|
17.6K
$1.86M
|
|
|
Aug 08, 2024
Q2 2024
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-1.15K- 16.55% |
$121K - $123K
|
5.79K
$609K
|
|
|
Aug 14, 2024
Q2 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
SELL
|
- |
-1.15K- 17.32% |
$121K - $123K
|
5.49K
$577K
|
|
|
Aug 13, 2024
Q2 2024
|
Cosner Financial Group, LLC
Fort Collins, CO |
SELL
|
- |
-1.16K- 2.8% |
$122K - $124K
|
40.3K
$4.24M
|
|
|
Jul 25, 2024
Q2 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-1.17K- 5.26% |
$123K - $125K
|
21K
$2.21M
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-1.18K- 0.48% |
$124K - $126K
|
245K
$25.8M
|
|
|
Jul 19, 2024
Q2 2024
|
Aspen Wealth Strategies, LLC
Arvada, CO |
SELL
|
- |
-1.19K- 13.08% |
$125K - $127K
|
7.9K
$831K
|
|
|
Aug 09, 2024
Q2 2024
|
Horan Securities, Inc.
|
SELL
|
- |
-1.19K- 8.92% |
$126K - $128K
|
12.2K
$1.28M
|
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.22K- 10.13% |
$129K - $131K
|
10.8K
$1.14M
|
|
|
Aug 02, 2024
Q2 2024
|
First National Trust CO
|
SELL
|
- |
-1.23K- 1.9% |
$129K - $131K
|
63.2K
$6.65M
|
|
|
Aug 08, 2024
Q2 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-1.23K- 13.25% |
$130K - $132K
|
8.07K
$849K
|