9258 Wealth Management, LLC Ishares National Muni Bond ETF Transaction History

9258 Wealth Management, LLC

  • $664 Million
  • Q3 2024

A detailed history of 9258 Wealth Management, LLC transactions in Ishares National Muni Bond ETF stock. As of the latest transaction made, 9258 Wealth Management, LLC holds 4,633 shares of MUB stock, worth $494,387. This represents 0.08% of its overall portfolio holdings.

Number of Shares
4,633
Previous 4,190 10.57%
Holding current value
$494,387
Previous $446,000 12.78%
% of portfolio
0.08%
Previous 0.07%

Shares

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

Nov 12, 2024
BUY
$106.13 - $108.7 $47,015 - $48,154
443 Added 10.57%
4,633 $503,000
Q2 2024

Aug 02, 2024
SELL
$105.37 - $107.16 $100,312 - $102,016
-952 Reduced 18.51%
4,190 $446,000
Q1 2024

May 03, 2024
BUY
$107.41 - $108.76 $6,552 - $6,634
61 Added 1.2%
5,142 $553,000
Q4 2023

Feb 06, 2024
SELL
$100.97 - $108.77 $90,469 - $97,457
-896 Reduced 14.99%
5,081 $550,000
Q3 2023

Nov 08, 2023
SELL
$102.54 - $107.39 $13,227 - $13,853
-129 Reduced 2.11%
5,977 $612,000
Q2 2023

Aug 08, 2023
SELL
$105.16 - $108.58 $10,621 - $10,966
-101 Reduced 1.63%
6,106 $651,000
Q1 2023

May 03, 2023
BUY
$104.99 - $108.49 $12,178 - $12,584
116 Added 1.9%
6,207 $668,000
Q4 2022

Feb 03, 2023
BUY
$101.51 - $106.72 $62,834 - $66,059
619 Added 11.31%
6,091 $642,000
Q3 2022

Nov 08, 2022
BUY
$102.55 - $108.59 $207,766 - $220,003
2,026 Added 58.79%
5,472 $561,000
Q2 2022

Aug 04, 2022
BUY
$104.73 - $109.51 $360,899 - $377,371
3,446 New
3,446 $367,000
Q1 2020

May 05, 2020
SELL
$101.52 - $117.61 $405,267 - $469,499
-3,992 Closed
0 $0
Q4 2019

Feb 06, 2020
BUY
$113.18 - $114.61 $451,814 - $457,523
3,992 New
3,992 $455,000

Others Institutions Holding MUB

# of Institutions
1,595
Shares Held
303M
Call Options Held
506K
Put Options Held
427K
View Full List

About ISHARES NATIONAL MUNI BOND ETF

MUB Quotes by TradingView
  • Ticker MUB
  • Sector ETFs
  • Industry ETFs
More about MUB
Track This Portfolio

Track 9258 Wealth Management, LLC Portfolio

Follow 9258 Wealth Management, 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 9258 Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on 9258 Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email