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 06, 2024
Q2 2024
|
Davenport & CO LLC
|
SELL
|
- |
-1.39K- 12.78% |
$146K - $149K
|
9.47K
$1.03M
|
|
|
Aug 14, 2024
Q2 2024
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-1.41K- 8.2% |
$148K - $151K
|
15.8K
$1.71M
|
|
|
Jul 15, 2024
Q2 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-1.41K- 11.44% |
$148K - $151K
|
10.9K
$1.18M
|
|
|
Jul 26, 2024
Q2 2024
|
Riversedge Advisors, LLC
|
SELL
|
- |
-1.42K- 6.22% |
$150K - $152K
|
21.5K
$2.32M
|
|
|
Aug 01, 2024
Q2 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-1.45K- 26.88% |
$153K - $155K
|
3.94K
$427K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.45K- 7.18% |
$153K - $155K
|
18.8K
$2.03M
|
|
|
Jul 12, 2024
Q2 2024
|
Paragon Capital Management LTD
|
SELL
|
- |
-1.46K- 27.69% |
$154K - $156K
|
3.81K
$413K
|
|
|
Jul 16, 2024
Q2 2024
|
Traveka Wealth, LLC
San Jose, CA |
SELL
|
- |
-1.5K- 2.49% |
$158K - $161K
|
58.8K
$6.38M
|
|
|
Jul 16, 2024
Q2 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-1.51K- 26.75% |
$159K - $161K
|
4.13K
$447K
|
|
|
Aug 01, 2024
Q2 2024
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-1.51K- 15.66% |
$159K - $162K
|
8.14K
$882K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-1.52K- 41.54% |
$160K - $163K
|
2.14K
$232K
|
|
|
Jul 31, 2024
Q2 2024
|
Cook Wealth Management Group LLC
Raleigh, NC |
SELL
|
- |
-1.52K- 1.54% |
$160K - $163K
|
97.2K
$10.5M
|
|
|
Nov 01, 2024
Q2 2024
|
Able Wealth Management LLC
Lakewood, NJ |
SELL
|
- |
-1.52K- 22.9% |
$160K - $163K
|
5.12K
$555K
|
|
|
Jul 30, 2024
Q2 2024
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-1.61K- 4.14% |
$170K - $173K
|
37.3K
$4.04M
|
|
|
Jul 30, 2024
Q2 2024
|
Maple Capital Management, Inc.
|
SELL
|
- |
-1.68K- 25.82% |
$176K - $179K
|
4.81K
$521K
|
|
|
Jul 31, 2024
Q2 2024
|
Opus Capital Group, LLC
|
SELL
|
- |
-1.69K- 1.9% |
$178K - $181K
|
87.3K
$9.46M
|
|
|
Jul 15, 2024
Q2 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-1.72K- 17.6% |
$182K - $185K
|
8.06K
$874K
|
|
|
Aug 01, 2024
Q2 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-1.73K- 1.66% |
$183K - $186K
|
103K
$11.1M
|
|
|
Jul 19, 2024
Q2 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-1.75K- 16.49% |
$184K - $188K
|
8.86K
$960K
|
|
|
Aug 12, 2024
Q2 2024
|
Girard Partners Ltd.
|
SELL
|
- |
-1.76K- 1.82% |
$186K - $189K
|
95K
$10.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Dean Investment Associates, LLC
Beavercreek, OH |
SELL
|
- |
-1.78K- 10.5% |
$188K - $191K
|
15.2K
$1.65M
|
|
|
Aug 02, 2024
Q2 2024
|
Round Rock Advisors, LLC
|
SELL
|
- |
-1.8K- 40.63% |
$190K - $193K
|
2.63K
$285K
|
|
|
Aug 08, 2024
Q2 2024
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-1.84K- 7.92% |
$194K - $197K
|
21.4K
$2.32M
|
|
|
Aug 13, 2024
Q2 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-1.87K- 8.27% |
$197K - $200K
|
20.7K
$2.24M
|
|
|
Dec 02, 2024
Q2 2024
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-1.87K- 8.07% |
$197K - $201K
|
21.3K
$2.31M
|
|
|
Jul 26, 2024
Q2 2024
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-1.91K- 6.9% |
$201K - $204K
|
25.7K
$2.79M
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.93K- 13.71% |
$203K - $207K
|
12.1K
$1.31M
|
|
|
Jul 24, 2024
Q2 2024
|
Boyd Wealth Management, LLC
|
SELL
|
- |
-1.94K- 40.62% |
$204K - $208K
|
2.84K
$307K
|
|
|
Jul 23, 2024
Q2 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-1.95K- 4.11% |
$206K - $209K
|
45.6K
$4.94M
|
|
|
Jul 15, 2024
Q2 2024
|
Stage Harbor Financial, LLC
Needham, MA |
SELL
|
- |
-1.98K- 1.11% |
$209K - $212K
|
176K
$19.1M
|
|
|
Aug 09, 2024
Q2 2024
|
Lokken Investment Group LLC
|
SELL
|
- |
-2K- 29.08% |
$211K - $214K
|
4.87K
$528K
|
|
|
Aug 13, 2024
Q2 2024
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-2K- 14.42% |
$211K - $214K
|
11.9K
$1.29M
|
|
|
Jul 18, 2024
Q2 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-2K- 39.37% |
$211K - $214K
|
3.08K
$334K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Counsel, LLC
Denver, CO |
SELL
|
- |
-2.01KClosed |
$212K - $215K
|
0
$0
|
|
|
Jul 15, 2024
Q2 2024
|
Cooper Financial Group
|
SELL
|
- |
-2.06K- 34.02% |
$217K - $220K
|
3.99K
$432K
|
|
|
Jul 16, 2024
Q2 2024
|
Capstone Capital Wealth Advisors
Henderson, NV |
SELL
|
- |
-2.06K- 23.49% |
$217K - $221K
|
6.71K
$727K
|
|
|
Jul 24, 2024
Q2 2024
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-2.11K- 8.78% |
$222K - $226K
|
21.9K
$2.37M
|
|
|
Jul 16, 2024
Q2 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-2.14K- 7.39% |
$225K - $229K
|
26.8K
$2.9M
|
|
|
Jul 19, 2024
Q2 2024
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-2.17K- 37.11% |
$229K - $232K
|
3.68K
$398K
|
|
|
Jul 11, 2024
Q2 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-2.18K- 0.19% |
$229K - $233K
|
1.12M
$121M
|
|
|
Jul 23, 2024
Q2 2024
|
Gray Private Wealth, LLC
Canton, MA |
SELL
|
- |
-2.24K- 19.98% |
$236K - $240K
|
8.97K
$972K
|
|
|
Jul 15, 2024
Q2 2024
|
Aspiriant, LLC
|
SELL
|
- |
-2.27K- 1.16% |
$239K - $243K
|
194K
$21M
|
|
|
Aug 09, 2024
Q2 2024
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
SELL
|
- |
-2.29K- 24.2% |
$241K - $245K
|
7.17K
$776K
|
|
|
Aug 14, 2024
Q2 2024
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-2.32K- 0.78% |
$245K - $249K
|
294K
$31.9M
|
|
|
Aug 09, 2024
Q2 2024
|
Gen Trust, LLC
|
SELL
|
- |
-2.33K- 3.54% |
$246K - $250K
|
63.4K
$6.87M
|
|
|
Aug 13, 2024
Q2 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-2.33K- 5.08% |
$246K - $250K
|
43.6K
$4.72M
|
|
|
Aug 13, 2024
Q2 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.33K- 4.08% |
$246K - $250K
|
54.8K
$5.94M
|
|
|
Jul 23, 2024
Q2 2024
|
Sol Capital Management CO
|
SELL
|
- |
-2.38K- 11.36% |
$251K - $255K
|
18.6K
$2.01M
|
|
|
Aug 08, 2024
Q2 2024
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-2.38K- 12.9% |
$251K - $255K
|
16.1K
$1.74M
|
|
|
Aug 07, 2024
Q2 2024
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-2.39K- 38.3% |
$252K - $256K
|
3.85K
$417K
|