Alta Wealth Advisors LLC Ishares National Muni Bond ETF Transaction History

Alta Wealth Advisors LLC

$226 Million
Q4 2024

A detailed history of Alta Wealth Advisors LLC transactions in Ishares National Muni Bond ETF stock. As of the latest transaction made, Alta Wealth Advisors LLC holds 6,024 shares of MUB stock, worth $645,049. This represents 0.28% of its overall portfolio holdings.

Number of Shares

6,024

Previous 5,650 6.62%

Holding current value

$645,049

Previous $613,000 4.57%

% of portfolio

0.28%

Previous 0.28%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 23, 2025	BUY	$105.78 - $108.7 $39,561 - $40,653	374 Added 6.62%	6,024 $641,000
Q3 2024 Oct 18, 2024	SELL	$106.13 - $108.7 $251,103 - $257,184	-2,366 Reduced 29.52%	5,650 $613,000
Q2 2024 Jul 24, 2024	BUY	$105.37 - $107.16 $16,016 - $16,288	152 Added 1.93%	8,016 $854,000
Q1 2024 May 01, 2024	BUY	$107.41 - $108.76 $73,038 - $73,956	680 Added 9.47%	7,864 $846,000
Q4 2023 Feb 12, 2024	SELL	$100.97 - $108.77 $87,036 - $93,759	-862 Reduced 10.71%	7,184 $778,000
Q3 2023 Oct 19, 2023	BUY	$102.54 - $107.39 $7,998 - $8,376	78 Added 0.98%	8,046 $825,000
Q2 2023 Jul 17, 2023	SELL	$105.16 - $108.58 $78,764 - $81,326	-749 Reduced 8.59%	7,968 $850,000
Q1 2023 Apr 21, 2023	BUY	$104.99 - $108.49 $44,095 - $45,565	420 Added 5.06%	8,717 $939,000
Q4 2022 Jan 20, 2023	BUY	$101.51 - $106.72 $532,013 - $559,319	5,241 Added 171.5%	8,297 $0
Q3 2022 Oct 17, 2022	BUY	$102.55 - $108.59 $14,664 - $15,528	143 Added 4.91%	3,056 $313,000
Q2 2022 Jul 28, 2022	BUY	$104.73 - $109.51 $523 - $547	5 Added 0.17%	2,913 $310,000
Q1 2022 Apr 27, 2022	BUY	$109.33 - $116.18 $40,342 - $42,870	369 Added 14.53%	2,908 $319,000
Q4 2021 Feb 14, 2022	BUY	$115.39 - $116.62 $292,975 - $296,098	2,539 New	2,539 $295,000

Others Institutions Holding MUB

# of Institutions

1,648

Shares Held

327M

Call Options Held

697K

Put Options Held

1.36M

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About ISHARES NATIONAL MUNI BOND ETF

Ticker MUB
Sector ETFs
Industry ETFs

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Alta Wealth Advisors LLC Ishares National Muni Bond ETF Transaction History