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 26, 2024
Q2 2024
|
Durante & Waters, LLC
Brewster, NY |
BUY
|
- |
4.76K+ 17.56% |
$501K - $510K
|
31.9K
$3.34M
|
|
|
Aug 09, 2024
Q2 2024
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
4.75K+ 10.35% |
$500K - $509K
|
50.6K
$5.31M
|
|
|
Jul 25, 2024
Q2 2024
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
4.73K+ 5.89% |
$499K - $507K
|
85.1K
$8.92M
|
|
|
Aug 06, 2024
Q2 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
4.7K+ 5.84% |
$495K - $504K
|
85.1K
$8.92M
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
4.65K+ 5.06% |
$490K - $498K
|
96.6K
$10.1M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
4.61K+ 13.14% |
$486K - $494K
|
39.7K
$4.16M
|
|
|
Jul 16, 2024
Q2 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
4.59KNew |
$484K - $492K
|
4.59K
$481K
|
|
|
Jul 22, 2024
Q2 2024
|
Xml Financial, LLC
|
BUY
|
- |
4.59K+ 210.16% |
$484K - $492K
|
6.77K
$710K
|
|
|
Aug 14, 2024
Q2 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.54K+ 10.74% |
$479K - $487K
|
46.9K
$4.91M
|
|
|
Jan 21, 2025
Q2 2024
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
4.51K+ 58.94% |
$475K - $483K
|
12.2K
$1.27M
|
|
|
Aug 28, 2024
Q2 2024
|
Farmers National Bank
Danville, KY |
BUY
|
- |
4.49KNew |
$473K - $481K
|
4.49K
$471K
|
|
|
Aug 09, 2024
Q2 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
4.48K+ 57.47% |
$472K - $480K
|
12.3K
$1.29M
|
|
|
Aug 14, 2024
Q2 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
4.41KNew |
$465K - $473K
|
4.41K
$463K
|
|
|
Jul 31, 2024
Q2 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
4.41K+ 69.6% |
$464K - $472K
|
10.7K
$1.13M
|
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
4.38K+ 7.37% |
$461K - $469K
|
63.7K
$6.68M
|
|
|
Aug 12, 2024
Q2 2024
|
Jacobson & Schmitt Advisors, LLC
|
BUY
|
- |
4.32K+ 16.15% |
$455K - $463K
|
31.1K
$3.26M
|
|
|
Aug 12, 2024
Q2 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
4.32K+ 1.59% |
$455K - $463K
|
275K
$28.9M
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
4.3K+ 46.19% |
$453K - $461K
|
13.6K
$1.43M
|
|
|
Jul 18, 2024
Q2 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
4.29K+ 3.66% |
$452K - $460K
|
121K
$12.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
4.27K+ 2.5% |
$450K - $458K
|
175K
$18.3M
|
|
|
Aug 07, 2024
Q2 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
4.26K+ 8.63% |
$448K - $456K
|
53.6K
$5.61M
|
|
|
Aug 15, 2024
Q2 2024
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
4.22K+ 0.66% |
$445K - $453K
|
646K
$67.7M
|
|
|
Aug 09, 2024
Q2 2024
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
4.16K+ 26.66% |
$439K - $446K
|
19.8K
$2.07M
|
|
|
Aug 08, 2024
Q2 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
4.08K+ 1377.36% |
$430K - $437K
|
4.37K
$458K
|
|
|
Jul 15, 2024
Q2 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
4.08K+ 55.54% |
$429K - $437K
|
11.4K
$1.2M
|
|
|
Oct 03, 2024
Q2 2024
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
4.06KNew |
$428K - $435K
|
4.06K
$426K
|
|
|
Aug 14, 2024
Q2 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
4.04K+ 57.5% |
$426K - $433K
|
11.1K
$1.16M
|
|
|
Aug 07, 2024
Q2 2024
|
Wrenne Financial Planning LLC
Lexington, KY |
BUY
|
- |
4K+ 8.62% |
$421K - $428K
|
50.4K
$5.28M
|
|
|
Aug 13, 2024
Q2 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
3.99KNew |
$420K - $428K
|
3.99K
$418K
|
|
|
Aug 12, 2024
Q2 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
3.87K+ 2.15% |
$408K - $415K
|
184K
$19.3M
|
|
|
Jul 24, 2024
Q2 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
3.86K+ 11.21% |
$406K - $413K
|
38.3K
$4.01M
|
|
|
Jul 15, 2024
Q2 2024
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
3.83KNew |
$403K - $410K
|
3.83K
$401K
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
3.78K+ 22.71% |
$398K - $405K
|
20.4K
$2.14M
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
3.74K+ 47.03% |
$394K - $401K
|
11.7K
$1.23M
|
|
|
Aug 02, 2024
Q2 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
3.73K+ 5.99% |
$393K - $400K
|
66K
$6.92M
|
|
|
Aug 14, 2024
Q2 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
3.72K+ 24.02% |
$392K - $399K
|
19.2K
$2.01M
|
|
|
Jul 15, 2024
Q2 2024
|
Trust CO
|
BUY
|
- |
3.71K+ 1.7% |
$391K - $397K
|
222K
$23.2M
|
|
|
Jul 30, 2024
Q2 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
3.66KNew |
$386K - $392K
|
3.66K
$384K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
3.48K+ 34.62% |
$367K - $373K
|
13.5K
$1.42M
|
|
|
Aug 02, 2024
Q2 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
3.48K+ 26.84% |
$366K - $372K
|
16.4K
$1.72M
|
|
|
Jul 24, 2024
Q2 2024
|
Mc Adam, LLC
|
BUY
|
- |
3.46K+ 6.3% |
$364K - $371K
|
58.3K
$6.11M
|
|
|
Aug 12, 2024
Q2 2024
|
Concorde Asset Management, LLC
|
BUY
|
- |
3.43KNew |
$361K - $367K
|
3.43K
$359K
|
|
|
Aug 14, 2024
Q2 2024
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
3.41K+ 4.54% |
$359K - $365K
|
78.4K
$8.22M
|
|
|
Aug 14, 2024
Q2 2024
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
3.36K+ 9.02% |
$354K - $360K
|
40.6K
$4.26M
|
|
|
Jul 29, 2024
Q2 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
3.34K+ 109.58% |
$352K - $358K
|
6.39K
$670K
|
|
|
Aug 12, 2024
Q2 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
3.32K+ 213.86% |
$350K - $355K
|
4.87K
$510K
|
|
|
Aug 09, 2024
Q2 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
3.3KNew |
$348K - $354K
|
3.3K
$346K
|
|
|
Aug 14, 2024
Q2 2024
|
Stone House Investment Management, LLC
|
BUY
|
- |
3.3K+ 4.86% |
$348K - $354K
|
71.1K
$7.46M
|
|
|
Jul 23, 2024
Q2 2024
|
One Advisory Partners, LLC
|
BUY
|
- |
3.28K+ 9.3% |
$345K - $351K
|
38.5K
$4.04M
|
|
|
Aug 13, 2024
Q2 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
3.26K+ 133.31% |
$343K - $349K
|
5.7K
$598K
|