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 23, 2024
Q2 2024
|
Exchange Capital Management, Inc.
|
BUY
|
- |
2.46K+ 27.77% |
$259K - $264K
|
11.3K
$1.19M
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.46K+ 2.71% |
$259K - $263K
|
93.2K
$9.8M
|
|
|
Aug 01, 2024
Q2 2024
|
Financial Counselors Inc
|
BUY
|
- |
2.45K+ 7.97% |
$258K - $263K
|
33.2K
$3.5M
|
|
|
Jul 08, 2024
Q2 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
2.45KNew |
$258K - $262K
|
2.45K
$257K
|
|
|
Aug 12, 2024
Q2 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
2.45K+ 36.53% |
$258K - $262K
|
9.14K
$962K
|
|
|
Jul 17, 2024
Q2 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
2.4K+ 11.76% |
$253K - $257K
|
22.8K
$2.4M
|
|
|
Jul 17, 2024
Q2 2024
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
BUY
|
- |
2.36K+ 4.89% |
$249K - $253K
|
50.6K
$5.32M
|
|
|
Jul 11, 2024
Q2 2024
|
Warther Private Wealth, LLC
Akron, OH |
BUY
|
- |
2.33KNew |
$246K - $250K
|
2.33K
$245K
|
|
|
Aug 07, 2024
Q2 2024
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
2.33K+ 65.45% |
$246K - $250K
|
5.89K
$620K
|
|
|
Jul 30, 2024
Q2 2024
|
Mosaic Advisors LLC
Houston, TX |
BUY
|
- |
2.33K+ 0.73% |
$245K - $249K
|
322K
$33.9M
|
|
|
Aug 02, 2024
Q2 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
2.3KNew |
$242K - $246K
|
2.3K
$242K
|
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
2.28K+ 27.29% |
$240K - $244K
|
10.6K
$1.12M
|
|
|
Aug 07, 2024
Q2 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
2.27KNew |
$240K - $244K
|
2.27K
$239K
|
|
|
Jul 26, 2024
Q2 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
2.27KNew |
$239K - $243K
|
2.27K
$239K
|
|
|
Jul 18, 2024
Q2 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
2.24K+ 2.13% |
$236K - $240K
|
107K
$11.3M
|
|
|
Jul 16, 2024
Q2 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
2.18K+ 2.61% |
$229K - $233K
|
85.4K
$8.98M
|
|
|
Jul 22, 2024
Q2 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
2.17KNew |
$229K - $233K
|
2.17K
$228K
|
|
|
Aug 01, 2024
Q2 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
2.11KNew |
$223K - $227K
|
2.11K
$222K
|
|
|
Aug 21, 2024
Q2 2024
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
2.1KNew |
$222K - $225K
|
2.1K
$221K
|
|
|
Jul 18, 2024
Q2 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
2.09K+ 6.06% |
$221K - $224K
|
36.6K
$3.85M
|
|
|
Jul 12, 2024
Q2 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
2.07K+ 53.59% |
$219K - $222K
|
5.94K
$625K
|
|
|
Aug 14, 2024
Q2 2024
|
Cito Capital Group, LLC
Miami, FL |
BUY
|
- |
2.04KNew |
$215K - $219K
|
2.04K
$215K
|
|
|
Aug 13, 2024
Q2 2024
|
Forum Private Client Group LLC
|
BUY
|
- |
2.01KNew |
$212K - $216K
|
2.01K
$212K
|
|
|
Aug 02, 2024
Q2 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
2.01KNew |
$212K - $215K
|
2.01K
$211K
|
|
|
Jul 26, 2024
Q2 2024
|
Tenon Financial LLC
Metuchen, NJ |
BUY
|
- |
2.01KNew |
$212K - $215K
|
2.01K
$211K
|
|
|
Aug 09, 2024
Q2 2024
|
Davis R M Inc
Portland, ME |
BUY
|
- |
2KNew |
$211K - $214K
|
2K
$210K
|
|
|
Jul 09, 2024
Q2 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
2K+ 1.92% |
$210K - $214K
|
106K
$11.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
2K+ 35.4% |
$210K - $214K
|
7.63K
$803K
|
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.99KNew |
$210K - $213K
|
1.99K
$209K
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
BUY
|
- |
1.99K+ 17.76% |
$209K - $213K
|
13.2K
$1.39M
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.99K+ 9.23% |
$209K - $213K
|
23.5K
$2.47M
|
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
1.99K+ 1.17% |
$209K - $213K
|
171K
$18M
|
|
|
Aug 13, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
1.98K+ 2.11% |
$209K - $212K
|
95.8K
$10.1M
|
|
|
Nov 22, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
1.98K+ 2.11% |
$209K - $212K
|
95.8K
$10.1M
|
|
|
Jul 26, 2024
Q2 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1.97K+ 2.52% |
$207K - $211K
|
80.1K
$8.42M
|
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
1.97K+ 17.73% |
$207K - $211K
|
13.1K
$1.37M
|
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
BUY
|
- |
1.97K+ 211.52% |
$207K - $211K
|
2.89K
$304K
|
|
|
Jul 24, 2024
Q2 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
1.95KNew |
$206K - $209K
|
1.95K
$206K
|
|
|
Jul 15, 2024
Q2 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
1.95KNew |
$205K - $209K
|
1.95K
$205K
|
|
|
Jul 22, 2024
Q2 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
1.95K+ 21.72% |
$205K - $208K
|
10.9K
$1.15M
|
|
|
Aug 06, 2024
Q2 2024
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
1.93K+ 22.51% |
$204K - $207K
|
10.5K
$1.11M
|
|
|
Aug 14, 2024
Q2 2024
|
Brown Advisory Inc
|
BUY
|
- |
1.93K+ 1.98% |
$204K - $207K
|
99.5K
$10.5M
|
|
|
Jul 26, 2024
Q2 2024
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
1.93K+ 7.68% |
$203K - $207K
|
27.1K
$2.85M
|
|
|
Aug 15, 2024
Q2 2024
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
1.93K+ 1.82% |
$203K - $206K
|
108K
$11.3M
|
|
|
Aug 01, 2024
Q2 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
1.91K+ 20.02% |
$201K - $205K
|
11.4K
$1.2M
|
|
|
Jul 26, 2024
Q2 2024
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
1.88KNew |
$198K - $201K
|
1.88K
$197K
|
|
|
Jul 25, 2024
Q2 2024
|
Sns Financial Group, LLC
|
BUY
|
- |
1.86K+ 0.62% |
$196K - $200K
|
302K
$31.7M
|
|
|
Jul 30, 2024
Q2 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
1.85K+ 2.36% |
$195K - $198K
|
80.2K
$8.43M
|
|
|
Aug 14, 2024
Q2 2024
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
1.85K+ 15.54% |
$195K - $198K
|
13.7K
$1.45M
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
1.84KNew |
$194K - $198K
|
1.84K
$194K
|