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 15, 2024
Q2 2024
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
3.18KNew |
$335K - $341K
|
3.18K
$345K
|
|
|
Jul 30, 2024
Q2 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
3.16K+ 9.93% |
$333K - $339K
|
35K
$3.8M
|
|
|
Jul 10, 2024
Q2 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
3.16K+ 5.3% |
$333K - $339K
|
62.8K
$6.8M
|
|
|
Aug 09, 2024
Q2 2024
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
3.15K+ 18.95% |
$332K - $337K
|
19.8K
$2.14M
|
|
|
Aug 02, 2024
Q2 2024
|
Sage Financial Group Inc
|
BUY
|
- |
3.14KNew |
$331K - $336K
|
3.14K
$340K
|
|
|
Jul 25, 2024
Q2 2024
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
3.13K+ 5.51% |
$329K - $335K
|
59.9K
$6.49M
|
|
|
Jul 25, 2024
Q2 2024
|
Armor Investment Advisors, LLC
|
BUY
|
- |
3.1K+ 13.23% |
$327K - $333K
|
26.6K
$2.88M
|
|
|
Aug 02, 2024
Q2 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
3.06K+ 32.59% |
$323K - $328K
|
12.5K
$1.35M
|
|
|
Aug 14, 2024
Q2 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
BUY
|
- |
3.05KNew |
$321K - $327K
|
3.05K
$330K
|
|
|
Aug 13, 2024
Q2 2024
|
Lindenwold Advisors
|
BUY
|
- |
3.02K+ 2.87% |
$319K - $324K
|
108K
$11.7M
|
|
|
Aug 06, 2024
Q2 2024
|
Weitzel Financial Services, Inc.
|
BUY
|
- |
3.02K+ 3.62% |
$318K - $324K
|
86.5K
$9.37M
|
|
|
Aug 14, 2024
Q2 2024
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
3.01K+ 13.54% |
$318K - $323K
|
25.3K
$2.74M
|
|
|
Aug 15, 2024
Q2 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
3.01K+ 4.65% |
$318K - $323K
|
67.8K
$7.34M
|
|
|
Aug 09, 2024
Q2 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
3K+ 23.76% |
$316K - $322K
|
15.6K
$1.69M
|
|
|
Aug 14, 2024
Q2 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
3K+ 0.96% |
$316K - $321K
|
316K
$34.3M
|
|
|
Jul 30, 2024
Q2 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
2.98K+ 6.61% |
$314K - $319K
|
48K
$5.2M
|
|
|
Aug 28, 2024
Q2 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
2.97KNew |
$313K - $318K
|
2.97K
$322K
|
|
|
Jul 19, 2024
Q2 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
2.96K+ 1.75% |
$311K - $317K
|
171K
$18.6M
|
|
|
Aug 08, 2024
Q2 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
2.95KNew |
$311K - $316K
|
2.95K
$320K
|
|
|
Aug 01, 2024
Q2 2024
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
2.95KNew |
$311K - $316K
|
2.95K
$319K
|
|
|
Jul 09, 2024
Q2 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
2.95K+ 53.73% |
$310K - $316K
|
8.43K
$913K
|
|
|
Jul 12, 2024
Q2 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
2.93K+ 11.23% |
$308K - $314K
|
29K
$3.14M
|
|
|
Jul 29, 2024
Q2 2024
|
Blue Chip Partners, Inc.
|
BUY
|
- |
2.9K+ 1.24% |
$306K - $311K
|
238K
$25.8M
|
|
|
Jul 15, 2024
Q2 2024
|
Trinity Wealth Management, LLC
|
BUY
|
- |
2.89K+ 4.42% |
$305K - $310K
|
68.4K
$7.41M
|
|
|
Aug 02, 2024
Q2 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
2.89K+ 35.32% |
$305K - $310K
|
11.1K
$1.2M
|
|
|
Jul 08, 2024
Q2 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
2.86K+ 8.98% |
$301K - $306K
|
34.7K
$3.76M
|
|
|
Jul 15, 2024
Q2 2024
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
2.83K+ 16.08% |
$298K - $303K
|
20.4K
$2.21M
|
|
|
Jul 26, 2024
Q2 2024
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
2.8K+ 7.59% |
$295K - $300K
|
39.7K
$4.3M
|
|
|
Jul 25, 2024
Q2 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
2.79K+ 53.26% |
$294K - $299K
|
8.04K
$871K
|
|
|
Sep 25, 2024
Q2 2024
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
2.77K+ 4.79% |
$292K - $297K
|
60.6K
$6.57M
|
|
|
Oct 09, 2024
Q2 2024
|
Martel Wealth Advisors Inc
Vancouver, WA |
BUY
|
- |
2.77K+ 3.3% |
$292K - $297K
|
86.8K
$9.4M
|
|
|
Aug 06, 2024
Q2 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
2.76K+ 32.59% |
$291K - $296K
|
11.2K
$1.22M
|
|
|
Aug 02, 2024
Q2 2024
|
Crumly & Associates Inc.
|
BUY
|
- |
2.76K+ 31.89% |
$291K - $295K
|
11.4K
$1.24M
|
|
|
Jul 16, 2024
Q2 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
2.74K+ 17.64% |
$288K - $293K
|
18.2K
$1.98M
|
|
|
Aug 07, 2024
Q2 2024
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
2.73KNew |
$288K - $293K
|
2.73K
$296K
|
|
|
Aug 09, 2024
Q2 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
2.72K+ 2.9% |
$287K - $292K
|
96.5K
$10.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
2.71K+ 52.36% |
$286K - $291K
|
7.89K
$855K
|
|
|
Nov 14, 2024
Q2 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
2.71K+ 52.36% |
$286K - $291K
|
7.89K
$855K
|
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
2.69K+ 6.45% |
$284K - $289K
|
44.5K
$4.82M
|
|
|
Jul 25, 2024
Q2 2024
|
Simplex Trading, LLC
|
BUY
|
- |
2.58KNew |
$272K - $277K
|
2.58K
$280K
|
|
|
Aug 13, 2024
Q2 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
2.57K+ 95.43% |
$271K - $275K
|
5.26K
$570K
|
|
|
Jul 08, 2024
Q2 2024
|
Dentgroup LLC
|
BUY
|
- |
2.55KNew |
$269K - $273K
|
2.55K
$276K
|
|
|
Aug 06, 2024
Q2 2024
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
2.54K+ 2.1% |
$267K - $272K
|
123K
$13.4M
|
|
|
Jul 19, 2024
Q2 2024
|
Zhang Financial LLC
|
BUY
|
- |
2.51K+ 7.13% |
$265K - $269K
|
37.7K
$4.09M
|
|
|
Jul 12, 2024
Q2 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2.5K+ 35.56% |
$264K - $268K
|
9.55K
$1.03M
|
|
|
Jul 12, 2024
Q2 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
2.5K+ 0.77% |
$264K - $268K
|
326K
$35.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Free Gulliver LLC
New Orleans, LA |
BUY
|
- |
2.5KNew |
$263K - $268K
|
2.5K
$271K
|
|
|
Jul 23, 2024
Q2 2024
|
Exchange Capital Management, Inc.
|
BUY
|
- |
2.46K+ 27.77% |
$259K - $264K
|
11.3K
$1.23M
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.46K+ 2.71% |
$259K - $263K
|
93.2K
$10.1M
|
|
|
Aug 01, 2024
Q2 2024
|
Financial Counselors Inc
|
BUY
|
- |
2.45K+ 7.97% |
$258K - $263K
|
33.2K
$3.6M
|