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 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
6.68K+ 3.65% |
$704K - $716K
|
190K
$20.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
6.68KNew |
$704K - $716K
|
6.68K
$722K
|
|
|
Jul 31, 2024
Q2 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
6.67KNew |
$702K - $714K
|
6.67K
$720K
|
|
|
Aug 13, 2024
Q2 2024
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
6.65K+ 12.61% |
$701K - $713K
|
59.4K
$6.42M
|
|
|
Jul 30, 2024
Q2 2024
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
6.61K+ 21.43% |
$696K - $708K
|
37.4K
$4.05M
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
6.54K+ 926.77% |
$689K - $701K
|
7.25K
$783K
|
|
|
Jul 26, 2024
Q2 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
6.54K+ 12.64% |
$689K - $701K
|
58.3K
$6.3M
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
6.54K+ 25.67% |
$689K - $701K
|
32K
$3.46M
|
|
|
Aug 01, 2024
Q2 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
6.49K+ 1.01% |
$684K - $696K
|
649K
$70.1M
|
|
|
Jul 26, 2024
Q2 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
6.35K+ 30.11% |
$669K - $680K
|
27.4K
$2.96M
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
6.31K+ 3.67% |
$665K - $676K
|
178K
$19.3M
|
|
|
Jul 12, 2024
Q2 2024
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
6.27K+ 105.77% |
$661K - $672K
|
12.2K
$1.32M
|
|
|
Aug 07, 2024
Q2 2024
|
Lansing Street Advisors
|
BUY
|
- |
6.26K+ 67.98% |
$660K - $671K
|
15.5K
$1.67M
|
|
|
Aug 02, 2024
Q2 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
6.26KNew |
$659K - $670K
|
6.26K
$676K
|
|
|
Jul 19, 2024
Q2 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
6.23K+ 194.53% |
$656K - $667K
|
9.43K
$1.02M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
6.23K+ 4.81% |
$656K - $667K
|
136K
$14.7M
|
|
|
Aug 15, 2024
Q2 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
6.21KNew |
$654K - $665K
|
6.21K
$671K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
6.19K+ 72.09% |
$652K - $663K
|
14.8K
$1.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
6.06K+ 28.34% |
$639K - $650K
|
27.5K
$2.97M
|
|
|
Jul 16, 2024
Q2 2024
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
6.04K+ 36.43% |
$636K - $647K
|
22.6K
$2.44M
|
|
|
Aug 08, 2024
Q2 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
6.02K+ 1.06% |
$634K - $645K
|
571K
$61.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
6.01KNew |
$634K - $644K
|
6.01K
$650K
|
|
|
Jul 24, 2024
Q2 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
5.94K+ 3.73% |
$625K - $636K
|
165K
$17.8M
|
|
|
Jul 05, 2024
Q2 2024
|
25 LLC
St. Louis, MO |
BUY
|
- |
5.85K+ 6.64% |
$616K - $627K
|
93.9K
$10.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
5.85K+ 4.12% |
$616K - $627K
|
148K
$16M
|
|
|
Oct 23, 2024
Q2 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
5.8KNew |
$611K - $622K
|
5.8K
$627K
|
|
|
Jul 17, 2024
Q2 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
5.76K+ 68.18% |
$606K - $617K
|
14.2K
$1.53M
|
|
|
Aug 06, 2024
Q2 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
5.74K+ 25.22% |
$605K - $615K
|
28.5K
$3.08M
|
|
|
Aug 14, 2024
Q2 2024
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
5.72KNew |
$602K - $613K
|
5.72K
$618K
|
|
|
Jul 31, 2024
Q2 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
5.7K+ 23.53% |
$601K - $611K
|
29.9K
$3.24M
|
|
|
Aug 01, 2024
Q2 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
5.65K+ 92.9% |
$596K - $606K
|
11.7K
$1.27M
|
|
|
Jul 24, 2024
Q2 2024
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
5.64KNew |
$594K - $604K
|
5.64K
$609K
|
|
|
Aug 15, 2024
Q2 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
5.63K+ 24.06% |
$593K - $603K
|
29K
$3.14M
|
|
|
Aug 13, 2024
Q2 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
5.6K+ 3.44% |
$590K - $600K
|
168K
$18.2M
|
|
|
Jul 10, 2024
Q2 2024
|
Albion Financial Group
|
BUY
|
- |
5.6K+ 10.18% |
$590K - $600K
|
60.5K
$6.54M
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
5.39K+ 12.61% |
$568K - $577K
|
48.1K
$5.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
5.38K+ 9.2% |
$567K - $576K
|
63.8K
$6.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
5.34KNew |
$563K - $573K
|
5.34K
$577K
|
|
|
Aug 07, 2024
Q2 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
5.33K+ 97.12% |
$562K - $572K
|
10.8K
$1.17M
|
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
5.33K+ 9.81% |
$561K - $571K
|
59.6K
$6.44M
|
|
|
Aug 01, 2024
Q2 2024
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
5.21KNew |
$549K - $559K
|
5.21K
$563K
|
|
|
Jul 22, 2024
Q2 2024
|
Wiser Wealth Management, Inc
|
BUY
|
- |
5.19KNew |
$547K - $557K
|
5.19K
$561K
|
|
|
Aug 07, 2024
Q2 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
5.15K+ 20.51% |
$542K - $551K
|
30.2K
$3.27M
|
|
|
Aug 13, 2024
Q2 2024
|
Chesapeake Wealth Management
|
BUY
|
- |
5.13KNew |
$541K - $550K
|
5.13K
$554K
|
|
|
Aug 05, 2024
Q2 2024
|
Victory Capital Management Inc
|
BUY
|
- |
5KNew |
$527K - $536K
|
5K
$540K
|
|
|
Jul 19, 2024
Q2 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
4.95K+ 51.69% |
$522K - $531K
|
14.5K
$1.57M
|
|
|
Jul 25, 2024
Q2 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
4.95K+ 173.67% |
$521K - $530K
|
7.8K
$843K
|
|
|
Jul 25, 2024
Q2 2024
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
4.92KNew |
$518K - $527K
|
4.92K
$531K
|
|
|
Jul 12, 2024
Q2 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
4.87K+ 7.79% |
$513K - $522K
|
67.3K
$7.28M
|
|
|
Jul 26, 2024
Q2 2024
|
Durante & Waters, LLC
Brewster, NY |
BUY
|
- |
4.76K+ 17.56% |
$501K - $510K
|
31.9K
$3.44M
|