A detailed history of Wr Wealth Planners, LLC transactions in Ishares National Muni Bond ETF stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 15,729 shares of MUB stock, worth $1.69 Million. This represents 0.49% of its overall portfolio holdings.

Number of Shares
15,729
Previous 15,509 1.42%
Holding current value
$1.69 Million
Previous $1.65 Million 3.39%
% of portfolio
0.49%
Previous 0.52%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 17, 2024

BUY
$106.13 - $108.7 $23,348 - $23,914
220 Added 1.42%
15,729 $1.71 Million
Q2 2024

Jul 31, 2024

SELL
$105.37 - $107.16 $73,337 - $74,583
-696 Reduced 4.29%
15,509 $1.65 Million
Q1 2024

Jul 31, 2024

BUY
$107.41 - $108.76 $39,634 - $40,132
369 Added 2.33%
16,205 $1.74 Million
Q4 2023

Jul 30, 2024

BUY
$100.97 - $108.77 $1.6 Million - $1.72 Million
15,836 New
15,836 $1.72 Million
Q3 2023

Aug 01, 2024

BUY
$102.54 - $107.39 $17,021 - $17,826
166 Added 1.3%
12,977 $1.33 Billion
Q2 2023

Aug 01, 2024

SELL
$105.16 - $108.58 $283,721 - $292,948
-2,698 Reduced 17.4%
12,811 $1.37 Billion
Q1 2023

Aug 01, 2024

SELL
$104.99 - $108.49 $578,704 - $597,996
-5,512 Reduced 35.54%
9,997 $1.08 Billion
Q4 2022

Oct 10, 2024

BUY
$101.51 - $106.72 $203,832 - $214,293
2,008 Added 25.07%
10,017 $1.06 Billion
Q3 2022

Oct 10, 2024

SELL
$102.55 - $108.59 $769,125 - $814,425
-7,500 Reduced 48.36%
8,009 $822 Million
Q2 2022

Oct 17, 2024

SELL
$104.73 - $109.51 $314 - $328
-3 Reduced 0.03%
8,626 $917 Million
Q1 2022

Oct 17, 2024

SELL
$109.33 - $116.18 $776,243 - $824,878
-7,100 Reduced 45.14%
8,629 $946 Million

Others Institutions Holding MUB

About ISHARES NATIONAL MUNI BOND ETF


  • Ticker MUB
  • Sector ETFs
  • Industry ETFs
More about MUB
Track This Portfolio

Track Wr Wealth Planners, LLC Portfolio

Follow Wr Wealth Planners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wr Wealth Planners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wr Wealth Planners, LLC with notifications on news.