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 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-83.5K- 5.59% |
$8.8M - $8.95M
|
1.41M
$149M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-88.5K- 16.44% |
$9.32M - $9.48M
|
450K
$47.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-90.9K- 5.99% |
$9.58M - $9.75M
|
1.43M
$151M
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-98.5K- 9.69% |
$10.4M - $10.6M
|
918K
$97.2M
|
|
|
Jul 24, 2024
Q2 2024
|
Slow Capital, Inc.
|
SELL
|
- |
-106K- 37.59% |
$11.2M - $11.3M
|
176K
$18.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-129K- 54.75% |
$13.6M - $13.8M
|
106K
$11.3M
|
|
|
Jul 30, 2024
Q2 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-175K- 39.79% |
$18.4M - $18.7M
|
264K
$28M
|
|
|
Jul 22, 2024
Q2 2024
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-176K- 4.67% |
$18.5M - $18.8M
|
3.59M
$380M
|
|
|
Aug 08, 2024
Q2 2024
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-252K- 17.65% |
$26.6M - $27M
|
1.18M
$125M
|
|
|
Dec 26, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-286K- 2.95% |
$30.2M - $30.7M
|
9.41M
$996M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-299K- 4.33% |
$31.5M - $32M
|
6.61M
$699M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-299K- 4.33% |
$31.5M - $32M
|
6.61M
$699M
|
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-404K- 21.87% |
$42.5M - $43.3M
|
1.44M
$153M
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-406K- 4.14% |
$42.8M - $43.6M
|
9.41M
$996M
|
|
|
Jul 19, 2024
Q2 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-431K- 14.99% |
$45.4M - $46.2M
|
2.44M
$258M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-435K- 6.65% |
$45.8M - $46.6M
|
6.1M
$645M
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-736K- 13.99% |
$77.6M - $78.9M
|
4.53M
$479M
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
SELL
|
- |
-2.27M- 31.23% |
$239M - $243M
|
5M
$529M
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-2.72M- 97.91% |
$287M - $291M
|
57.9K
$6.13M
|