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 24, 2024
Q2 2024
|
Capital Insight Partners, LLC
|
SELL
|
- |
-4.99K- 2.04% |
$525K - $534K
|
240K
$25.9M
|
|
|
Aug 01, 2024
Q2 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-5.04K- 23.82% |
$531K - $540K
|
16.1K
$1.74M
|
|
|
Jul 26, 2024
Q2 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-5.12K- 42.87% |
$539K - $548K
|
6.82K
$737K
|
|
|
Jul 19, 2024
Q2 2024
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-5.12K- 7.01% |
$540K - $549K
|
67.9K
$7.34M
|
|
|
Jul 25, 2024
Q2 2024
|
Bailard, Inc.
|
SELL
|
- |
-5.17K- 2.07% |
$545K - $554K
|
244K
$26.4M
|
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
SELL
|
- |
-5.59K- 7.47% |
$589K - $599K
|
69.2K
$7.48M
|
|
|
Aug 13, 2024
Q2 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-5.61KClosed |
$591K - $601K
|
0
$0
|
|
|
Jul 29, 2024
Q2 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-5.74K- 7.02% |
$605K - $615K
|
75.9K
$8.21M
|
|
|
Aug 13, 2024
Q2 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-5.93K- 37.72% |
$625K - $636K
|
9.8K
$1.06M
|
|
|
Aug 08, 2024
Q2 2024
|
Hoge Financial Services, LLC
Canonsburg, PA |
SELL
|
- |
-6.05K- 20.37% |
$637K - $648K
|
23.6K
$2.55M
|
|
|
Jul 12, 2024
Q2 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-6.12K- 20.98% |
$645K - $655K
|
23K
$2.49M
|
|
|
Jul 24, 2024
Q2 2024
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-6.15K- 2.97% |
$648K - $659K
|
201K
$21.7M
|
|
|
Aug 06, 2024
Q2 2024
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
SELL
|
- |
-6.27K- 7.06% |
$661K - $672K
|
82.6K
$8.93M
|
|
|
Jul 30, 2024
Q2 2024
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-6.31K- 45.91% |
$665K - $676K
|
7.43K
$803K
|
|
|
Aug 14, 2024
Q2 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-6.31K- 5.22% |
$665K - $676K
|
115K
$12.4M
|
|
|
Aug 05, 2024
Q2 2024
|
Truepoint, Inc.
|
SELL
|
- |
-6.53K- 52.24% |
$688K - $700K
|
5.97K
$645K
|
|
|
Aug 13, 2024
Q2 2024
|
Patten & Patten Inc
|
SELL
|
- |
-6.65K- 59.16% |
$701K - $713K
|
4.59K
$496K
|
|
|
Jul 11, 2024
Q2 2024
|
Old National Bancorp
|
SELL
|
- |
-6.67K- 40.83% |
$702K - $714K
|
9.66K
$1.04M
|
|
|
Aug 06, 2024
Q2 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-6.75K- 14.3% |
$711K - $723K
|
40.4K
$4.37M
|
|
|
Aug 14, 2024
Q2 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-6.76K- 5.83% |
$712K - $724K
|
109K
$11.8M
|
|
|
Jul 26, 2024
Q2 2024
|
Detalus Advisors, LLC
|
SELL
|
- |
-6.96K- 17.11% |
$734K - $746K
|
33.7K
$3.65M
|
|
|
Aug 02, 2024
Q2 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-7.12K- 16.49% |
$750K - $763K
|
36.1K
$3.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-7.36K- 72.36% |
$775K - $788K
|
2.81K
$304K
|
|
|
Jul 26, 2024
Q2 2024
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
SELL
|
- |
-7.39K- 20.85% |
$779K - $792K
|
28.1K
$3.03M
|
|
|
Aug 14, 2024
Q2 2024
|
Balyasny Asset Management LLC
Chicago, IL |
SELL
|
- |
-7.75K- 36.11% |
$817K - $830K
|
13.7K
$1.48M
|
|
|
Jul 18, 2024
Q2 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-7.87K- 20.86% |
$829K - $843K
|
29.8K
$3.23M
|
|
|
Aug 13, 2024
Q2 2024
|
Hamilton Wealth, LLC
|
SELL
|
- |
-7.91K- 27.08% |
$834K - $848K
|
21.3K
$2.3M
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-7.95K- 12.88% |
$837K - $851K
|
53.8K
$5.81M
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-8.1K- 23.11% |
$853K - $868K
|
26.9K
$2.91M
|
|
|
Jul 10, 2024
Q2 2024
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-8.6K- 18.22% |
$906K - $921K
|
38.6K
$4.17M
|
|
|
Aug 12, 2024
Q2 2024
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-8.68K- 25.36% |
$915K - $930K
|
25.5K
$2.76M
|
|
|
Jul 12, 2024
Q2 2024
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-8.7K- 29.26% |
$917K - $933K
|
21K
$2.27M
|
|
|
Jul 17, 2024
Q2 2024
|
Sws Partners
|
SELL
|
- |
-9.06K- 25.4% |
$955K - $971K
|
26.6K
$2.88M
|
|
|
Jul 30, 2024
Q2 2024
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-9.08K- 34.01% |
$957K - $973K
|
17.6K
$1.9M
|
|
|
Jul 25, 2024
Q2 2024
|
Calamos Wealth Management LLC
|
SELL
|
- |
-9.5K- 39.78% |
$1M - $1.02M
|
14.4K
$1.55M
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-9.71K- 1.64% |
$1.02M - $1.04M
|
582K
$62.9M
|
|
|
Jul 10, 2024
Q2 2024
|
Life Pro Asset Management
|
SELL
|
- |
-9.88K- 44.4% |
$1.04M - $1.06M
|
12.4K
$1.34M
|
|
|
Aug 05, 2024
Q2 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-9.97K- 3.18% |
$1.05M - $1.07M
|
303K
$32.8M
|
|
|
Aug 05, 2024
Q2 2024
|
Florin Court Capital LLP
|
SELL
|
- |
-10.5K- 43.57% |
$1.11M - $1.13M
|
13.6K
$1.47M
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-10.7K- 16.01% |
$1.13M - $1.15M
|
56.1K
$6.06M
|
|
|
Jul 17, 2024
Q2 2024
|
Sharkey, Howes & Javer
|
SELL
|
- |
-11.5K- 39.27% |
$1.21M - $1.23M
|
17.7K
$1.92M
|
|
|
Jul 30, 2024
Q2 2024
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-11.6K- 6.2% |
$1.22M - $1.24M
|
176K
$19M
|
|
|
Aug 07, 2024
Q2 2024
|
Chesapeake Capital Corp /Il/
Richmond, VA |
SELL
|
- |
-11.6K- 51.41% |
$1.22M - $1.25M
|
11K
$1.19M
|
|
|
Aug 08, 2024
Q2 2024
|
Sykon Capital LLC
Harrison, NY |
SELL
|
- |
-12.1K- 61.19% |
$1.28M - $1.3M
|
7.68K
$830K
|
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-12.2K- 12.61% |
$1.29M - $1.31M
|
84.6K
$9.14M
|
|
|
Aug 08, 2024
Q2 2024
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-12.3K- 14.3% |
$1.3M - $1.32M
|
74K
$7.99M
|
|
|
Jul 23, 2024
Q2 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
SELL
|
- |
-13.7K- 65.4% |
$1.45M - $1.47M
|
7.27K
$785K
|
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-15.1K- 20.7% |
$1.59M - $1.61M
|
57.7K
$6.23M
|
|
|
Jul 08, 2024
Q2 2024
|
Myecfo, LLC
La Jolla, CA |
SELL
|
- |
-15.2K- 43.73% |
$1.6M - $1.63M
|
19.6K
$2.12M
|
|
|
Jul 11, 2024
Q2 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-15.6K- 20.22% |
$1.65M - $1.68M
|
61.7K
$6.67M
|