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
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
1.84K+ 4.07% |
$194K - $197K
|
47.1K
$4.96M
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
1.84K+ 1426.36% |
$194K - $197K
|
1.97K
$207K
|
|
|
Jul 30, 2024
Q2 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
1.83K+ 19.33% |
$193K - $197K
|
11.3K
$1.19M
|
|
|
Jul 31, 2024
Q2 2024
|
Keybank National Association
|
BUY
|
- |
1.83K+ 5.92% |
$192K - $196K
|
32.7K
$3.44M
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.8K+ 1.33% |
$190K - $193K
|
138K
$14.5M
|
|
|
Aug 01, 2024
Q2 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
1.78K+ 6.02% |
$187K - $190K
|
31.3K
$3.29M
|
|
|
Aug 01, 2024
Q2 2024
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
1.76K+ 16.48% |
$185K - $189K
|
12.4K
$1.31M
|
|
|
Aug 12, 2024
Q2 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
1.73K+ 5.43% |
$183K - $186K
|
33.7K
$3.54M
|
|
|
Aug 12, 2024
Q2 2024
|
First American Trust, Fsb
|
BUY
|
- |
1.72K+ 6.23% |
$181K - $185K
|
29.4K
$3.09M
|
|
|
Jul 29, 2024
Q2 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.72K+ 15.19% |
$181K - $184K
|
13K
$1.37M
|
|
|
Jul 17, 2024
Q2 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
1.69K+ 11.72% |
$178K - $181K
|
16.1K
$1.69M
|
|
|
Aug 08, 2024
Q2 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
1.69K+ 2.87% |
$178K - $181K
|
60.5K
$6.36M
|
|
|
Aug 07, 2024
Q2 2024
|
Investment Partners, Ltd.
|
BUY
|
- |
1.68K+ 5.29% |
$177K - $180K
|
33.5K
$3.53M
|
|
|
Jul 17, 2024
Q2 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
1.68K+ 12.86% |
$177K - $180K
|
14.7K
$1.55M
|
|
|
Jul 03, 2024
Q2 2024
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
1.65K+ 6.12% |
$174K - $177K
|
28.6K
$3.01M
|
|
|
Jul 31, 2024
Q2 2024
|
Regions Financial Corp
|
BUY
|
- |
1.63K+ 0.77% |
$172K - $175K
|
212K
$22.3M
|
|
|
Aug 12, 2024
Q2 2024
|
Brighton Jones LLC
|
BUY
|
- |
1.62K+ 86.57% |
$171K - $174K
|
3.5K
$368K
|
|
|
Jul 02, 2024
Q2 2024
|
Stairway Partners, LLC
|
BUY
|
- |
1.58K+ 1.07% |
$166K - $169K
|
149K
$15.7M
|
|
|
Jul 22, 2024
Q2 2024
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
1.55K+ 0.78% |
$164K - $166K
|
200K
$21M
|
|
|
Aug 14, 2024
Q2 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
1.54K+ 6.63% |
$163K - $165K
|
24.8K
$2.61M
|
|
|
Jul 15, 2024
Q2 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
1.53K+ 8.4% |
$161K - $164K
|
19.7K
$2.08M
|
|
|
Aug 13, 2024
Q2 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
1.52K+ 24.07% |
$160K - $163K
|
7.84K
$825K
|
|
|
Jul 05, 2024
Q2 2024
|
Collective Family Office LLC
|
BUY
|
- |
1.5K+ 15.56% |
$158K - $161K
|
11.2K
$1.17M
|
|
|
Jul 12, 2024
Q2 2024
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
1.5K+ 2.63% |
$158K - $161K
|
58.5K
$6.15M
|
|
|
Aug 14, 2024
Q2 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
1.5K+ 64.27% |
$158K - $160K
|
3.82K
$402K
|
|
|
Jul 16, 2024
Q2 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
1.48K+ 4.33% |
$156K - $159K
|
35.7K
$3.75M
|
|
|
Jul 30, 2024
Q2 2024
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
1.46K+ 9.47% |
$154K - $157K
|
16.9K
$1.78M
|
|
|
Jul 18, 2024
Q2 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
1.44K+ 34.83% |
$151K - $154K
|
5.56K
$585K
|
|
|
Jul 30, 2024
Q2 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
1.42K+ 35.91% |
$150K - $153K
|
5.39K
$567K
|
|
|
Aug 09, 2024
Q2 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
1.42K+ 100.64% |
$150K - $152K
|
2.83K
$298K
|
|
|
Jul 22, 2024
Q2 2024
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
1.41K+ 0.78% |
$149K - $152K
|
184K
$19.3M
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.41K+ 0.37% |
$148K - $151K
|
384K
$40.4M
|
|
|
Jul 12, 2024
Q2 2024
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
1.4K+ 14.56% |
$148K - $150K
|
11K
$1.16M
|
|
|
Aug 14, 2024
Q2 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
1.4K+ 32.19% |
$147K - $150K
|
5.73K
$603K
|
|
|
Aug 09, 2024
Q2 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
1.38K+ 0.24% |
$145K - $148K
|
578K
$60.8M
|
|
|
Jul 12, 2024
Q2 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
1.37K+ 22.17% |
$145K - $147K
|
7.57K
$796K
|
|
|
Aug 12, 2024
Q2 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
1.35K+ 3.62% |
$143K - $145K
|
38.8K
$4.08M
|
|
|
Aug 14, 2024
Q2 2024
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
1.35K+ 4.04% |
$142K - $145K
|
34.8K
$3.66M
|
|
|
Jul 17, 2024
Q2 2024
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
1.35K+ 12.83% |
$142K - $145K
|
11.9K
$1.25M
|
|
|
Aug 06, 2024
Q2 2024
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
1.35K+ 10.79% |
$142K - $145K
|
13.9K
$1.46M
|
|
|
Aug 05, 2024
Q2 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
1.35K+ 2.46% |
$142K - $145K
|
56.3K
$5.92M
|
|
|
Aug 13, 2024
Q2 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.33K+ 3.99% |
$140K - $143K
|
34.7K
$3.65M
|
|
|
Jul 10, 2024
Q2 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.3K+ 55.25% |
$136K - $139K
|
3.64K
$383K
|
|
|
Aug 08, 2024
Q2 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
1.28K+ 11.04% |
$135K - $137K
|
12.9K
$1.35M
|
|
|
Jul 10, 2024
Q2 2024
|
Csenge Advisory Group
|
BUY
|
- |
1.27K+ 5.47% |
$134K - $136K
|
24.5K
$2.58M
|
|
|
Aug 05, 2024
Q2 2024
|
Apexium Financial, LP
|
BUY
|
- |
1.27K+ 12.89% |
$133K - $136K
|
11.1K
$1.17M
|
|
|
Jul 15, 2024
Q2 2024
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
1.27K+ 2.78% |
$133K - $136K
|
46.8K
$4.93M
|
|
|
Jul 31, 2024
Q2 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
1.26KNew |
$132K - $135K
|
1.26K
$132K
|
|
|
Jan 27, 2025
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
1.23K+ 28.79% |
$130K - $132K
|
5.51K
$579K
|
|
|
Jul 26, 2024
Q2 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.23K+ 57.88% |
$129K - $131K
|
3.35K
$352K
|