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 23, 2024
Q2 2024
|
Gray Private Wealth, LLC
Canton, MA |
SELL
|
- |
-2.24K- 19.98% |
$236K - $240K
|
8.97K
$944K
|
|
|
Jul 15, 2024
Q2 2024
|
Aspiriant, LLC
|
SELL
|
- |
-2.27K- 1.16% |
$239K - $243K
|
194K
$20.4M
|
|
|
Aug 09, 2024
Q2 2024
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
SELL
|
- |
-2.29K- 24.2% |
$241K - $245K
|
7.17K
$754K
|
|
|
Aug 14, 2024
Q2 2024
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-2.32K- 0.78% |
$245K - $249K
|
294K
$30.9M
|
|
|
Aug 09, 2024
Q2 2024
|
Gen Trust, LLC
|
SELL
|
- |
-2.33K- 3.54% |
$246K - $250K
|
63.4K
$6.67M
|
|
|
Aug 13, 2024
Q2 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-2.33K- 5.08% |
$246K - $250K
|
43.6K
$4.58M
|
|
|
Aug 13, 2024
Q2 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.33K- 4.08% |
$246K - $250K
|
54.8K
$5.77M
|
|
|
Jul 23, 2024
Q2 2024
|
Sol Capital Management CO
|
SELL
|
- |
-2.38K- 11.36% |
$251K - $255K
|
18.6K
$1.95M
|
|
|
Aug 08, 2024
Q2 2024
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-2.38K- 12.9% |
$251K - $255K
|
16.1K
$1.69M
|
|
|
Aug 07, 2024
Q2 2024
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-2.39K- 38.3% |
$252K - $256K
|
3.85K
$405K
|
|
|
Jul 12, 2024
Q2 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-2.4K- 17.77% |
$253K - $257K
|
11.1K
$1.17M
|
|
|
Aug 08, 2024
Q2 2024
|
Meritage Portfolio Management
|
SELL
|
- |
-2.41K- 12.96% |
$254K - $258K
|
16.2K
$1.7M
|
|
|
Jul 18, 2024
Q2 2024
|
Insight Wealth Partners, LLC
|
SELL
|
- |
-2.43K- 9.31% |
$256K - $261K
|
23.7K
$2.49M
|
|
|
Aug 13, 2024
Q2 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-2.46K- 9.04% |
$259K - $263K
|
24.7K
$2.6M
|
|
|
Jul 19, 2024
Q2 2024
|
Ade, LLC
|
SELL
|
- |
-2.48K- 3.05% |
$261K - $266K
|
78.7K
$8.28M
|
|
|
Jul 23, 2024
Q2 2024
|
Macroview Investment Management LLC
|
SELL
|
- |
-2.48K- 51.14% |
$262K - $266K
|
2.37K
$250K
|
|
|
Jul 15, 2024
Q2 2024
|
Diligent Investors, LLC
|
SELL
|
- |
-2.49K- 34.83% |
$263K - $267K
|
4.66K
$491K
|
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-2.52K- 34.33% |
$266K - $270K
|
4.82K
$507K
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
SELL
|
- |
-2.59K- 3.38% |
$272K - $277K
|
73.8K
$7.77M
|
|
|
Jul 16, 2024
Q2 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-2.61K- 7.9% |
$275K - $280K
|
30.4K
$3.2M
|
|
|
Jul 15, 2024
Q2 2024
|
West Financial Advisors, LLC
|
SELL
|
- |
-2.64K- 28.22% |
$278K - $283K
|
6.71K
$706K
|
|
|
Jul 19, 2024
Q2 2024
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-2.73K- 2.37% |
$287K - $292K
|
112K
$11.8M
|
|
|
Aug 07, 2024
Q2 2024
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-2.79K- 12.31% |
$293K - $298K
|
19.8K
$2.09M
|
|
|
Aug 09, 2024
Q2 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-2.79K- 2.81% |
$294K - $299K
|
96.5K
$10.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Power Wealth Management LLC
Roswell, GA |
SELL
|
- |
-2.88K- 6.56% |
$304K - $309K
|
41.1K
$4.32M
|
|
|
Jul 11, 2024
Q2 2024
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-2.91K- 32.37% |
$306K - $312K
|
6.08K
$639K
|
|
|
Aug 13, 2024
Q2 2024
|
Pillar Wealth Advisors, LLC
|
SELL
|
- |
-2.97K- 54.24% |
$313K - $318K
|
2.51K
$264K
|
|
|
Aug 06, 2024
Q2 2024
|
Stephenson & Company, Inc.
San Clemente, CA |
SELL
|
- |
-2.98K- 10.72% |
$314K - $319K
|
24.8K
$2.61M
|
|
|
Aug 02, 2024
Q2 2024
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-3.06K- 46.82% |
$322K - $327K
|
3.47K
$365K
|
|
|
Jul 19, 2024
Q2 2024
|
Capital Investment Services Of America, Inc.
|
SELL
|
- |
-3.13K- 4.98% |
$329K - $335K
|
59.6K
$6.27M
|
|
|
Jul 02, 2024
Q2 2024
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-3.13K- 11.4% |
$330K - $336K
|
24.4K
$2.56M
|
|
|
Aug 06, 2024
Q2 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-3.15K- 2.04% |
$331K - $337K
|
151K
$15.9M
|
|
|
Jul 31, 2024
Q2 2024
|
Concord Wealth Partners
|
SELL
|
- |
-3.31K- 51.62% |
$349K - $354K
|
3.1K
$326K
|
|
|
Aug 13, 2024
Q2 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-3.35K- 4.08% |
$353K - $359K
|
78.8K
$8.29M
|
|
|
Jul 22, 2024
Q2 2024
|
Motive Wealth Advisors
|
SELL
|
- |
-3.38K- 6.56% |
$356K - $362K
|
48.1K
$5.06M
|
|
|
Aug 13, 2024
Q2 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-3.38K- 4.55% |
$356K - $362K
|
70.9K
$7.45M
|
|
|
Nov 06, 2024
Q2 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-3.44KClosed |
$363K - $369K
|
0
$0
|
|
|
Jul 24, 2024
Q2 2024
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-3.45K- 10.52% |
$364K - $370K
|
29.4K
$3.09M
|
|
|
Aug 09, 2024
Q2 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-3.53K- 16.43% |
$372K - $378K
|
18K
$1.89M
|
|
|
Jul 02, 2024
Q2 2024
|
Appleton Partners Inc
|
SELL
|
- |
-3.54K- 59.83% |
$373K - $379K
|
2.38K
$250K
|
|
|
Aug 09, 2024
Q2 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-3.6K- 20.74% |
$379K - $385K
|
13.7K
$1.45M
|
|
|
Jul 16, 2024
Q2 2024
|
Financial Insights, Inc.
|
SELL
|
- |
-3.65K- 9.62% |
$385K - $391K
|
34.3K
$3.61M
|
|
|
Jul 22, 2024
Q2 2024
|
Veracity Capital LLC
|
SELL
|
- |
-3.69K- 50.32% |
$389K - $395K
|
3.64K
$383K
|
|
|
Jul 16, 2024
Q2 2024
|
Burt Wealth Advisors
|
SELL
|
- |
-3.76K- 5.18% |
$396K - $403K
|
68.8K
$7.24M
|
|
|
Jul 19, 2024
Q2 2024
|
Dakota Wealth Management
|
SELL
|
- |
-3.77K- 4.39% |
$397K - $404K
|
82.1K
$8.64M
|
|
|
Aug 01, 2024
Q2 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
SELL
|
- |
-3.85K- 12.64% |
$406K - $413K
|
26.6K
$2.8M
|
|
|
Jul 11, 2024
Q2 2024
|
Cx Institutional
|
SELL
|
- |
-3.85K- 2.13% |
$406K - $413K
|
177K
$18.6M
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-3.89K- 3.32% |
$410K - $417K
|
113K
$11.9M
|
|
|
Jul 24, 2024
Q2 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-3.97K- 2.16% |
$418K - $425K
|
180K
$18.9M
|
|
|
Jan 29, 2025
Q2 2024
|
Sage Private Wealth Group, LLC
|
SELL
|
- |
-4.12KClosed |
$434K - $442K
|
0
$0
|