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 30, 2024
Q2 2024
|
Orin Green Financial, LLC
|
BUY
|
- |
11.2K+ 10.94% |
$1.18M - $1.2M
|
114K
$12M
|
|
|
Aug 06, 2024
Q2 2024
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
11.1K+ 11.12% |
$1.17M - $1.19M
|
111K
$11.7M
|
|
|
Aug 08, 2024
Q2 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
11KNew |
$1.16M - $1.18M
|
11K
$1.16M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
10.9K+ 18.81% |
$1.15M - $1.17M
|
69.1K
$7.27M
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
10.9K+ 8.03% |
$1.15M - $1.17M
|
147K
$15.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
10.8K+ 3.47% |
$1.14M - $1.16M
|
322K
$33.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
10.8KNew |
$1.14M - $1.16M
|
10.8K
$1.14M
|
|
|
Jul 10, 2024
Q2 2024
|
Apella Capital, LLC
|
BUY
|
- |
10.7K+ 4.83% |
$1.13M - $1.15M
|
233K
$24.5M
|
|
|
Aug 09, 2024
Q2 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
10.6K+ 8.82% |
$1.12M - $1.14M
|
131K
$13.8M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
10.6KNew |
$1.12M - $1.13M
|
10.6K
$1.11M
|
|
|
Jul 22, 2024
Q2 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
10.5K+ 7.31% |
$1.1M - $1.12M
|
153K
$16.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
10.4KNew |
$1.1M - $1.12M
|
10.4K
$1.1M
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
10.3K+ 8.67% |
$1.08M - $1.1M
|
129K
$13.6M
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
10.3K+ 12.1% |
$1.08M - $1.1M
|
95K
$9.99M
|
|
|
Jul 02, 2024
Q2 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
10.2K+ 17.6% |
$1.07M - $1.09M
|
67.9K
$7.14M
|
|
|
Aug 13, 2024
Q2 2024
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
9.88K+ 6.32% |
$1.04M - $1.06M
|
166K
$17.5M
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
9.86KNew |
$1.04M - $1.06M
|
9.86K
$1.04M
|
|
|
Aug 12, 2024
Q2 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
9.84K+ 80.76% |
$1.04M - $1.05M
|
22K
$2.32M
|
|
|
Jul 23, 2024
Q2 2024
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
9.82K+ 49.48% |
$1.03M - $1.05M
|
29.7K
$3.12M
|
|
|
Jul 15, 2024
Q2 2024
|
Wedmont Private Capital
|
BUY
|
- |
9.49K+ 4.69% |
$1M - $1.02M
|
212K
$22.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
9.38K+ 3.86% |
$988K - $1M
|
252K
$26.5M
|
|
|
Aug 12, 2024
Q2 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
9.22K+ 77.29% |
$971K - $988K
|
21.1K
$2.22M
|
|
|
Aug 02, 2024
Q2 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
9.2K+ 9.8% |
$969K - $986K
|
103K
$10.8M
|
|
|
Aug 02, 2024
Q2 2024
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
8.89KNew |
$936K - $952K
|
8.89K
$935K
|
|
|
Jul 25, 2024
Q2 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
8.8K+ 13.68% |
$927K - $943K
|
73.1K
$7.69M
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
8.79K+ 0.64% |
$926K - $942K
|
1.38M
$146M
|
|
|
Aug 01, 2024
Q2 2024
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
8.47K+ 4.18% |
$893K - $908K
|
211K
$22.2M
|
|
|
Jul 19, 2024
Q2 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
8.17K+ 433.12% |
$861K - $876K
|
10.1K
$1.06M
|
|
|
Jul 26, 2024
Q2 2024
|
Tsa Wealth Managment LLC
Houston, TX |
BUY
|
- |
8.15K+ 389.35% |
$859K - $874K
|
10.2K
$1.08M
|
|
|
Jul 24, 2024
Q2 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
8.13K+ 55.65% |
$856K - $871K
|
22.7K
$2.39M
|
|
|
Aug 09, 2024
Q2 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
8.04K+ 4.81% |
$847K - $861K
|
175K
$18.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
7.87KNew |
$829K - $844K
|
7.87K
$828K
|
|
|
Jul 11, 2024
Q2 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
7.81K+ 42.8% |
$823K - $837K
|
26.1K
$2.74M
|
|
|
Jul 23, 2024
Q2 2024
|
Rmr Wealth Builders
|
BUY
|
- |
7.78K+ 5.96% |
$820K - $834K
|
138K
$14.5M
|
|
|
Aug 07, 2024
Q2 2024
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
7.62KNew |
$802K - $816K
|
7.62K
$801K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
7.55K+ 22.31% |
$795K - $809K
|
41.4K
$4.35M
|
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
BUY
|
- |
7.53K+ 3.73% |
$793K - $807K
|
209K
$22M
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
7.52K+ 49.22% |
$792K - $806K
|
22.8K
$2.4M
|
|
|
Aug 01, 2024
Q2 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
7.43KNew |
$783K - $797K
|
7.43K
$782K
|
|
|
Aug 12, 2024
Q2 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
7.43K+ 16.65% |
$782K - $796K
|
52K
$5.47M
|
|
|
Aug 15, 2024
Q2 2024
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
7.36K+ 16.26% |
$775K - $788K
|
52.6K
$5.53M
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
7.3K+ 16.87% |
$769K - $782K
|
50.6K
$5.32M
|
|
|
Aug 13, 2024
Q2 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
7.24K+ 14.56% |
$763K - $776K
|
57K
$5.99M
|
|
|
Aug 14, 2024
Q2 2024
|
Alley Investment Management Company, LLC
|
BUY
|
- |
7.22K+ 6.34% |
$761K - $774K
|
121K
$12.7M
|
|
|
Jul 31, 2024
Q2 2024
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
7.04K+ 6.12% |
$742K - $754K
|
122K
$12.8M
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
6.99K+ 27.96% |
$736K - $749K
|
32K
$3.36M
|
|
|
Aug 13, 2024
Q2 2024
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
6.9K+ 6.75% |
$727K - $740K
|
109K
$11.5M
|
|
|
Aug 06, 2024
Q2 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
6.87K+ 3.38% |
$724K - $737K
|
210K
$22.1M
|
|
|
Jul 10, 2024
Q2 2024
|
Cyr Financial Inc.
Hennepin, IL |
BUY
|
- |
6.83KNew |
$720K - $732K
|
6.83K
$718K
|
|
|
Jul 12, 2024
Q2 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
6.81K+ 13.58% |
$718K - $730K
|
57K
$5.99M
|