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 13, 2024
Q2 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
20.2K+ 2.11% |
$2.13M - $2.16M
|
977K
$103M
|
|
|
Aug 01, 2024
Q2 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
19.3K+ 21.06% |
$2.04M - $2.07M
|
111K
$11.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
19.3K+ 21.98% |
$2.04M - $2.07M
|
107K
$11.3M
|
|
|
Jul 30, 2024
Q2 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
18.6KNew |
$1.96M - $2M
|
18.6K
$1.96M
|
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
18.6K+ 18.53% |
$1.96M - $1.99M
|
119K
$12.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
18.4K+ 16.74% |
$1.94M - $1.97M
|
128K
$13.5M
|
|
|
Jul 11, 2024
Q2 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
18.2K+ 11.68% |
$1.92M - $1.95M
|
174K
$18.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Laird Norton Trust Company, LLC
|
BUY
|
- |
18.2K+ 28.89% |
$1.91M - $1.94M
|
81K
$8.53M
|
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
17.9K+ 31.07% |
$1.89M - $1.92M
|
75.6K
$7.97M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
17.8K+ 2.66% |
$1.87M - $1.91M
|
686K
$72.2M
|
|
|
Aug 02, 2024
Q2 2024
|
Hudock, Inc.
|
BUY
|
- |
17.7K+ 26.42% |
$1.87M - $1.9M
|
84.9K
$8.94M
|
|
|
Aug 09, 2024
Q2 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
17.4K+ 6.92% |
$1.84M - $1.87M
|
269K
$28.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
16.9K+ 28.7% |
$1.78M - $1.81M
|
75.8K
$7.98M
|
|
|
Aug 14, 2024
Q2 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
16.9K+ 53.63% |
$1.78M - $1.81M
|
48.3K
$5.09M
|
|
|
Aug 14, 2024
Q2 2024
|
Ascent Group, LLC
|
BUY
|
- |
15.9K+ 101.61% |
$1.68M - $1.71M
|
31.6K
$3.33M
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
15.6K+ 2.88% |
$1.65M - $1.68M
|
558K
$58.8M
|
|
|
Jul 31, 2024
Q2 2024
|
M&T Bank Corp
|
BUY
|
- |
15.6K+ 5.14% |
$1.64M - $1.67M
|
319K
$33.6M
|
|
|
Jul 24, 2024
Q2 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
15.6K+ 63.2% |
$1.64M - $1.67M
|
40.2K
$4.23M
|
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
15K+ 54.82% |
$1.58M - $1.61M
|
42.4K
$4.47M
|
|
|
Jul 15, 2024
Q2 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
15K+ 23.55% |
$1.58M - $1.6M
|
78.6K
$8.28M
|
|
|
Aug 14, 2024
Q2 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
14.9K+ 8.04% |
$1.57M - $1.6M
|
200K
$21.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Liquid Strategies, LLC
Atlanta, GA |
BUY
|
- |
14.7K+ 7.43% |
$1.55M - $1.58M
|
213K
$22.5M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
14.6K+ 3.71% |
$1.54M - $1.57M
|
409K
$43M
|
|
|
Aug 02, 2024
Q2 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
14.6K+ 33.04% |
$1.54M - $1.57M
|
58.8K
$6.2M
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
14.5K+ 5.15% |
$1.53M - $1.56M
|
297K
$31.3M
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
14.4K+ 57.16% |
$1.52M - $1.54M
|
39.6K
$4.17M
|
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
14.3K+ 2.44% |
$1.51M - $1.53M
|
600K
$63.2M
|
|
|
Aug 12, 2024
Q2 2024
|
Adviser Investments LLC
|
BUY
|
- |
14.1K+ 0.51% |
$1.49M - $1.52M
|
2.78M
$293M
|
|
|
Jul 17, 2024
Q2 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
13.8K+ 39.85% |
$1.45M - $1.48M
|
48.3K
$5.09M
|
|
|
Jul 17, 2024
Q2 2024
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
13.4K+ 95.55% |
$1.42M - $1.44M
|
27.5K
$2.9M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
13.3K+ 4.25% |
$1.4M - $1.43M
|
327K
$34.4M
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
13.3K+ 44.06% |
$1.4M - $1.43M
|
43.5K
$4.58M
|
|
|
Jul 31, 2024
Q2 2024
|
Graypoint LLC
|
BUY
|
- |
13.1K+ 18.04% |
$1.38M - $1.4M
|
85.7K
$9.03M
|
|
|
Aug 01, 2024
Q2 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
13.1K+ 263.1% |
$1.38M - $1.4M
|
18K
$1.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
13K+ 12.44% |
$1.37M - $1.39M
|
118K
$12.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
12.9K+ 14.32% |
$1.36M - $1.38M
|
103K
$10.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
12.9K+ 6.21% |
$1.35M - $1.38M
|
220K
$23.2M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
12.8K+ 6.47% |
$1.35M - $1.37M
|
211K
$22.2M
|
|
|
Jul 29, 2024
Q2 2024
|
Lutz Financial Services LLC
|
BUY
|
- |
12.4K+ 4.48% |
$1.31M - $1.33M
|
289K
$30.5M
|
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
BUY
|
- |
12.4K+ 14.91% |
$1.3M - $1.33M
|
95.4K
$10M
|
|
|
Aug 14, 2024
Q2 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
12.3K+ 133.01% |
$1.29M - $1.31M
|
21.5K
$2.26M
|
|
|
Aug 05, 2024
Q2 2024
|
Ledyard National Bank
|
BUY
|
- |
12.2K+ 6.08% |
$1.29M - $1.31M
|
213K
$22.5M
|
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
BUY
|
- |
12.1K+ 11.46% |
$1.27M - $1.3M
|
118K
$12.4M
|
|
|
Aug 05, 2024
Q2 2024
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
12K+ 5.71% |
$1.26M - $1.29M
|
222K
$23.4M
|
|
|
Aug 06, 2024
Q2 2024
|
Kingdom Financial Group Llc.
Peoria, AZ |
BUY
|
- |
11.9K+ 8.43% |
$1.25M - $1.27M
|
153K
$16.1M
|
|
|
Jul 10, 2024
Q2 2024
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
11.6K+ 6.67% |
$1.22M - $1.24M
|
186K
$19.5M
|
|
|
Aug 12, 2024
Q2 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
11.5KNew |
$1.21M - $1.23M
|
11.5K
$1.21M
|
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
11.4K+ 4.78% |
$1.2M - $1.22M
|
249K
$26.3M
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
11.3K+ 9.85% |
$1.19M - $1.21M
|
126K
$13.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
11.3K+ 6.57% |
$1.19M - $1.21M
|
183K
$19.3M
|