Schechter Investment Advisors, LLC Ishares National Muni Bond ETF Transaction History

Schechter Investment Advisors, LLC

$997 Million
Q3 2024

A detailed history of Schechter Investment Advisors, LLC transactions in Ishares National Muni Bond ETF stock. As of the latest transaction made, Schechter Investment Advisors, LLC holds 28,245 shares of MUB stock, worth $3.01 Million. This represents 0.31% of its overall portfolio holdings.

Number of Shares

28,245

Previous 21,142 33.6%

Holding current value

$3.01 Million

Previous $2.25 Million 36.23%

% of portfolio

0.31%

Previous 0.23%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$106.13 - $108.7 $753,841 - $772,096	7,103 Added 33.6%	28,245 $3.07 Million
Q2 2024 Aug 12, 2024	BUY	$105.37 - $107.16 $971,195 - $987,693	9,217 Added 77.29%	21,142 $2.25 Million
Q1 2024 May 06, 2024	BUY	$107.41 - $108.76 $153,488 - $155,418	1,429 Added 13.61%	11,925 $1.28 Million
Q4 2023 Jan 17, 2024	BUY	$100.97 - $108.77 $7,471 - $8,048	74 Added 0.71%	10,496 $1.14 Million
Q3 2023 Nov 06, 2023	SELL	$102.54 - $107.39 $1.49 Million - $1.56 Million	-14,553 Reduced 58.27%	10,422 $1.07 Million
Q2 2023 Jul 26, 2023	BUY	$105.16 - $108.58 $4,837 - $4,994	46 Added 0.18%	24,975 $2.67 Million
Q1 2023 Apr 28, 2023	SELL	$104.99 - $108.49 $21.8 Million - $22.5 Million	-207,331 Reduced 89.27%	24,929 $2.69 Million
Q4 2022 Feb 13, 2023	BUY	$101.51 - $106.72 $21.1 Million - $22.2 Million	208,011 Added 857.81%	232,260 $24.5 Million
Q3 2022 Nov 04, 2022	SELL	$102.55 - $108.59 $480,344 - $508,635	-4,684 Reduced 16.19%	24,249 $2.49 Million
Q2 2022 Nov 03, 2022	BUY	$104.73 - $109.51 $3.03 Million - $3.17 Million	28,933 New	28,933 $3.08 Million
Q1 2022 Nov 18, 2022	BUY	$109.33 - $116.18 $1.36 Million - $1.44 Million	12,394 Added 51.11%	36,643 $4.02 Million
Q4 2021 Dec 27, 2022	BUY	$115.39 - $116.62 $6.21 Million - $6.28 Million	53,857 Added 222.1%	78,106 $9.08 Million

Others Institutions Holding MUB

# of Institutions

1,511

Shares Held

304M

Call Options Held

506K

Put Options Held

427K

View Full List

About ISHARES NATIONAL MUNI BOND ETF

Ticker MUB
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Schechter Investment Advisors, LLC Ishares National Muni Bond ETF Transaction History