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 02, 2024
Q2 2024
|
First Hawaiian Bank
|
SELL
|
- |
-16.7K- 76.24% |
$1.76M - $1.79M
|
5.2K
$561K
|
|
|
Jul 30, 2024
Q2 2024
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-16.9K- 75.26% |
$1.78M - $1.81M
|
5.56K
$601K
|
|
|
Jul 15, 2024
Q2 2024
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-18K- 31.57% |
$1.9M - $1.93M
|
39K
$4.22M
|
|
|
Aug 02, 2024
Q2 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-18.3K- 50.38% |
$1.93M - $1.96M
|
18K
$1.95M
|
|
|
Aug 07, 2024
Q2 2024
|
Horizon Family Wealth, Inc.
|
SELL
|
- |
-19.7K- 87.87% |
$2.08M - $2.11M
|
2.72K
$294K
|
|
|
Jul 30, 2024
Q2 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-21.7K- 66.22% |
$2.29M - $2.33M
|
11.1K
$1.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-22.7K- 14.82% |
$2.39M - $2.43M
|
131K
$14.1M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-23.6K- 5.37% |
$2.49M - $2.53M
|
416K
$44.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-24.3K- 3.01% |
$2.56M - $2.6M
|
782K
$84.5M
|
|
|
Jul 08, 2024
Q2 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-24.9K- 15.04% |
$2.62M - $2.66M
|
140K
$15.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-25.3K- 8.42% |
$2.67M - $2.71M
|
276K
$29.8M
|
|
|
Aug 02, 2024
Q2 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-26.1K- 56.28% |
$2.75M - $2.8M
|
20.3K
$2.19M
|
|
|
Aug 12, 2024
Q2 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-26.7K- 6.3% |
$2.82M - $2.87M
|
398K
$43M
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-28.2K- 5.0% |
$2.97M - $3.02M
|
535K
$57.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-29K- 46.77% |
$3.05M - $3.1M
|
33K
$3.56M
|
|
|
Jul 19, 2024
Q2 2024
|
Btc Capital Management, Inc.
|
SELL
|
- |
-29.1K- 24.96% |
$3.06M - $3.12M
|
87.4K
$9.45M
|
|
|
Aug 08, 2024
Q2 2024
|
Wright Fund Management, LLC
Santa Monica, CA |
SELL
|
- |
-29.7K- 20.03% |
$3.13M - $3.18M
|
119K
$12.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-30.1K- 5.48% |
$3.17M - $3.22M
|
518K
$56M
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-30.6K- 22.57% |
$3.22M - $3.28M
|
105K
$11.3M
|
|
|
Jul 19, 2024
Q2 2024
|
Avid Wealth Partners LLC
San Antonio, TX |
SELL
|
- |
-31.9K- 62.9% |
$3.36M - $3.42M
|
18.8K
$2.04M
|
|
|
Aug 14, 2024
Q2 2024
|
Centiva Capital, LP
New York, NY |
SELL
|
- |
-32.5K- 9.77% |
$3.42M - $3.48M
|
300K
$32.4M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-35.7K- 3.69% |
$3.76M - $3.82M
|
930K
$101M
|
|
|
Aug 12, 2024
Q2 2024
|
First Citizens Asset Management, Inc.
Raleigh, NC |
SELL
|
- |
-39.3K- 22.45% |
$4.15M - $4.22M
|
136K
$14.7M
|
|
|
Aug 09, 2024
Q2 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-40K- 15.17% |
$4.21M - $4.28M
|
224K
$24.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-41.6K- 5.48% |
$4.39M - $4.46M
|
718K
$77.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-42.7K- 8.48% |
$4.5M - $4.58M
|
461K
$49.8M
|
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-43.1K- 4.53% |
$4.54M - $4.62M
|
908K
$98.2M
|
|
|
Aug 07, 2024
Q2 2024
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
SELL
|
- |
-44.5K- 40.97% |
$4.69M - $4.77M
|
64.1K
$6.93M
|
|
|
Jul 31, 2024
Q2 2024
|
Elm Partners Management LLC
|
SELL
|
- |
-48.7K- 36.73% |
$5.13M - $5.22M
|
83.8K
$9.06M
|
|
|
Aug 14, 2024
Q2 2024
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-49K- 26.81% |
$5.16M - $5.25M
|
134K
$14.5M
|
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-50.1K- 4.72% |
$5.28M - $5.37M
|
1.01M
$109M
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-52.8K- 87.75% |
$5.56M - $5.66M
|
7.37K
$796K
|
|
|
Aug 14, 2024
Q2 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-55.6K- 16.44% |
$5.86M - $5.96M
|
283K
$30.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-57.4K- 38.58% |
$6.05M - $6.16M
|
91.5K
$9.88M
|
|
|
Aug 09, 2024
Q2 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-60.7K- 53.2% |
$6.39M - $6.5M
|
53.4K
$5.77M
|
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-68K- 13.63% |
$7.17M - $7.29M
|
431K
$46.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Retirement Capital Strategies
|
SELL
|
- |
-72.7K- 84.22% |
$7.67M - $7.8M
|
13.6K
$1.47M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-83.5K- 5.59% |
$8.8M - $8.95M
|
1.41M
$153M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-88.5K- 16.44% |
$9.32M - $9.48M
|
450K
$48.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-90.9K- 5.99% |
$9.58M - $9.75M
|
1.43M
$154M
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-98.5K- 9.69% |
$10.4M - $10.6M
|
918K
$99.2M
|
|
|
Jul 24, 2024
Q2 2024
|
Slow Capital, Inc.
|
SELL
|
- |
-106K- 37.59% |
$11.2M - $11.3M
|
176K
$19M
|
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-129K- 54.75% |
$13.6M - $13.8M
|
106K
$11.5M
|
|
|
Jul 30, 2024
Q2 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-175K- 39.79% |
$18.4M - $18.7M
|
264K
$28.6M
|
|
|
Jul 22, 2024
Q2 2024
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-176K- 4.67% |
$18.5M - $18.8M
|
3.59M
$388M
|
|
|
Aug 08, 2024
Q2 2024
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-252K- 17.65% |
$26.6M - $27M
|
1.18M
$127M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-299K- 4.33% |
$31.5M - $32M
|
6.61M
$714M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-299K- 4.33% |
$31.5M - $32M
|
6.61M
$714M
|
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-404K- 21.87% |
$42.5M - $43.3M
|
1.44M
$156M
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-406K- 4.14% |
$42.8M - $43.6M
|
9.41M
$1.02B
|