Summit Wealth Partners, LLC Ishares National Muni Bond ETF Transaction History

Summit Wealth Partners, LLC

  • $519 Billion
  • Q3 2024

A detailed history of Summit Wealth Partners, LLC transactions in Ishares National Muni Bond ETF stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 4,233 shares of MUB stock, worth $454,835. This represents 0.09% of its overall portfolio holdings.

Number of Shares
4,233
Previous 3,703 14.31%
Holding current value
$454,835
Previous $395 Million 16.54%
% of portfolio
0.09%
Previous 0.08%

Shares

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

Oct 28, 2024
BUY
$106.13 - $108.7 $56,248 - $57,611
530 Added 14.31%
4,233 $460 Million
Q2 2024

Sep 11, 2024
BUY
$105.37 - $107.16 $1,580 - $1,607
15 Added 0.41%
3,703 $395 Million
Q1 2024

Sep 11, 2024
BUY
$107.41 - $108.76 $1,074 - $1,087
10 Added 0.27%
3,688 $397 Million
Q4 2023

Sep 11, 2024
BUY
$100.97 - $108.77 $5,149 - $5,547
51 Added 1.41%
3,678 $399 Million
Q3 2023

Sep 11, 2024
SELL
$102.54 - $107.39 $54,756 - $57,346
-534 Reduced 12.83%
3,627 $372 Million
Q2 2023

Sep 11, 2024
SELL
$105.16 - $108.58 $1,156 - $1,194
-11 Reduced 0.26%
4,161 $444 Million
Q1 2023

Sep 11, 2024
BUY
$104.99 - $108.49 $25,722 - $26,580
245 Added 6.24%
4,172 $450 Million
Q4 2022

Sep 11, 2024
SELL
$101.51 - $106.72 $85,877 - $90,285
-846 Reduced 17.72%
3,927 $414 Million
Q3 2022

Sep 11, 2024
BUY
$102.55 - $108.59 $23,996 - $25,410
234 Added 5.16%
4,773 $490 Million
Q2 2022

Sep 11, 2024
SELL
$104.73 - $109.51 $762,329 - $797,123
-7,279 Reduced 61.59%
4,539 $483 Million
Q1 2022

Sep 11, 2024
BUY
$109.33 - $116.18 $2,951 - $3,136
27 Added 0.23%
11,818 $1.3 Billion
Q4 2021

Sep 10, 2024
BUY
$115.39 - $116.62 $127,621 - $128,981
1,106 Added 10.35%
11,791 $1.37 Billion
Q3 2021

Sep 10, 2024
SELL
$116.12 - $117.94 $20,204 - $20,521
-174 Reduced 1.6%
10,685 $1.24 Billion
Q2 2021

Sep 10, 2024
SELL
$115.91 - $117.6 $3,940 - $3,998
-34 Reduced 0.31%
10,859 $1.27 Billion
Q1 2021

Sep 10, 2024
SELL
$115.3 - $117.87 $11,991 - $12,258
-104 Reduced 0.95%
10,893 $1.26 Billion
Q4 2020

Sep 10, 2024
BUY
$115.08 - $117.2 $50,059 - $50,982
435 Added 4.12%
10,997 $1.29 Billion
Q3 2020

Sep 10, 2024
SELL
$115.26 - $117.22 $14,292 - $14,535
-124 Reduced 1.16%
10,562 $1.22 Billion
Q2 2020

Sep 10, 2024
SELL
$109.93 - $115.44 $180,505 - $189,552
-1,642 Reduced 13.32%
10,686 $1.23 Billion
Q1 2020

Sep 10, 2024
BUY
$101.52 - $117.61 $41,623 - $48,220
410 Added 3.44%
12,328 $1.39 Billion
Q4 2019

Sep 09, 2024
BUY
$113.18 - $114.61 $1.35 Million - $1.37 Million
11,918 New
11,918 $1.36 Billion

Others Institutions Holding MUB

# of Institutions
1,475
Shares Held
295M
Call Options Held
558K
Put Options Held
250K
View Full List

About ISHARES NATIONAL MUNI BOND ETF

MUB Quotes by TradingView
  • Ticker MUB
  • Sector ETFs
  • Industry ETFs
More about MUB
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