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 31, 2024
Q2 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
59.4K+ 180.51% |
$6.26M - $6.36M
|
92.3K
$10M
|
|
|
Jul 23, 2024
Q2 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
58.6K+ 259.4% |
$6.18M - $6.28M
|
81.2K
$8.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
58.5K+ 40.12% |
$6.17M - $6.27M
|
204K
$22.1M
|
|
|
Jul 30, 2024
Q2 2024
|
Foster Group, Inc.
|
BUY
|
- |
58.5K+ 14.22% |
$6.16M - $6.27M
|
470K
$50.9M
|
|
|
Aug 01, 2024
Q2 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
57.1K+ 43.23% |
$6.02M - $6.12M
|
189K
$20.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
56.6KNew |
$5.96M - $6.06M
|
56.6K
$6.13M
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
52.7KNew |
$5.55M - $5.64M
|
52.7K
$5.71M
|
|
|
Sep 10, 2024
Q2 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
51KNew |
$5.37M - $5.46M
|
51K
$5.52M
|
|
|
Jul 17, 2024
Q2 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
50.6KNew |
$5.33M - $5.42M
|
50.6K
$5.48M
|
|
|
Aug 23, 2024
Q2 2024
|
Somnio Financial Group, LLC
Glastonbury, CT |
BUY
|
- |
48KNew |
$5.05M - $5.14M
|
48K
$5.2M
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
46.3K+ 3.22% |
$4.88M - $4.96M
|
1.48M
$161M
|
|
|
Jul 12, 2024
Q2 2024
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
42.3K+ 18.48% |
$4.46M - $4.53M
|
271K
$29.4M
|
|
|
Aug 09, 2024
Q2 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
42.1K+ 749.98% |
$4.44M - $4.52M
|
47.8K
$5.18M
|
|
|
Jul 18, 2024
Q2 2024
|
Sofi Wealth, LLC
|
BUY
|
- |
40.5K+ 10.07% |
$4.27M - $4.34M
|
443K
$48M
|
|
|
Aug 14, 2024
Q2 2024
|
Ellevest, Inc.
|
BUY
|
- |
39K+ 4.42% |
$4.11M - $4.18M
|
921K
$99.8M
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
38K+ 20.96% |
$4M - $4.07M
|
219K
$23.8M
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
38K+ 17.39% |
$4M - $4.07M
|
256K
$27.8M
|
|
|
Jul 31, 2024
Q2 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
37.9K+ 180.52% |
$4M - $4.07M
|
59K
$6.39M
|
|
|
Jul 25, 2024
Q2 2024
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
37.4K+ 1716.35% |
$3.94M - $4M
|
39.5K
$4.28M
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
37.3K+ 2.74% |
$3.93M - $4M
|
1.4M
$152M
|
|
|
Jul 24, 2024
Q2 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
37.2K+ 24.23% |
$3.92M - $3.99M
|
191K
$20.7M
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
36.3K+ 0.31% |
$3.82M - $3.89M
|
11.9M
$1.29B
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
34.8KNew |
$3.67M - $3.73M
|
34.8K
$3.77M
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
34.7K+ 168.29% |
$3.66M - $3.72M
|
55.4K
$6M
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
34.1K+ 11.95% |
$3.6M - $3.66M
|
320K
$34.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
33.3K+ 11.38% |
$3.51M - $3.57M
|
326K
$35.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Carmenna Advisors LLC
New York, NY |
BUY
|
- |
32.8KNew |
$3.45M - $3.51M
|
32.8K
$3.55M
|
|
|
Aug 14, 2024
Q2 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
32.4KNew |
$3.41M - $3.47M
|
32.4K
$3.51M
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
30.9K+ 15.38% |
$3.25M - $3.31M
|
232K
$25.1M
|
|
|
Jul 22, 2024
Q2 2024
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
29.3K+ 20.31% |
$3.08M - $3.13M
|
173K
$18.8M
|
|
|
Jul 23, 2024
Q2 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
27.4K+ 341.4% |
$2.88M - $2.93M
|
35.4K
$3.83M
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
27.2K+ 3.05% |
$2.86M - $2.91M
|
917K
$99.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
25.8K+ 12.34% |
$2.72M - $2.77M
|
235K
$25.5M
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
23.8K+ 25.96% |
$2.51M - $2.55M
|
115K
$12.5M
|
|
|
Jul 24, 2024
Q2 2024
|
Diversified, LLC
|
BUY
|
- |
23.6K+ 710.56% |
$2.49M - $2.53M
|
27K
$2.92M
|
|
|
Aug 07, 2024
Q2 2024
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
23.2K+ 11.43% |
$2.45M - $2.49M
|
227K
$24.5M
|
|
|
Aug 12, 2024
Q2 2024
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
23.2KNew |
$2.44M - $2.49M
|
23.2K
$2.51M
|
|
|
Jul 03, 2024
Q2 2024
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
22.6K+ 14.37% |
$2.38M - $2.42M
|
180K
$19.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
22.5KNew |
$2.37M - $2.41M
|
22.5K
$2.44M
|
|
|
Aug 14, 2024
Q2 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
22.4K+ 5.64% |
$2.36M - $2.4M
|
420K
$45.5M
|
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
22.3K+ 11.46% |
$2.35M - $2.39M
|
217K
$23.5M
|
|
|
Jul 17, 2024
Q2 2024
|
Wealth Management Resources, Inc.
|
BUY
|
- |
22K+ 47.6% |
$2.32M - $2.36M
|
68.2K
$7.39M
|
|
|
Jul 22, 2024
Q2 2024
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
21.8KNew |
$2.3M - $2.34M
|
21.8K
$2.37M
|
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
21.7K+ 2.28% |
$2.29M - $2.32M
|
973K
$105M
|
|
|
Jul 31, 2024
Q2 2024
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
21.6KNew |
$2.28M - $2.32M
|
21.6K
$2.34M
|
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
21.6KNew |
$2.28M - $2.31M
|
21.6K
$2.34M
|
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
BUY
|
- |
21.6K+ 2.48% |
$2.27M - $2.31M
|
892K
$96.6M
|
|
|
Aug 12, 2024
Q2 2024
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
BUY
|
- |
21.1K+ 9.55% |
$2.23M - $2.27M
|
243K
$26.3M
|
|
|
Jul 25, 2024
Q2 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
21K+ 12.65% |
$2.22M - $2.25M
|
187K
$20.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
20.2K+ 2.11% |
$2.13M - $2.16M
|
977K
$106M
|