Avantax Planning Partners, Inc. Ishares National Muni Bond ETF Transaction History

Avantax Planning Partners, Inc.

$2.78 Billion
Q3 2024

A detailed history of Avantax Planning Partners, Inc. transactions in Ishares National Muni Bond ETF stock. As of the latest transaction made, Avantax Planning Partners, Inc. holds 295,359 shares of MUB stock, worth $31.7 Million. This represents 1.16% of its overall portfolio holdings.

Number of Shares

295,359

Previous 326,719 9.6%

Holding current value

$31.7 Million

Previous $34.8 Million 7.83%

% of portfolio

1.16%

Previous 1.12%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	SELL	$106.13 - $108.7 $3.33 Million - $3.41 Million	-31,360 Reduced 9.6%	295,359 $32.1 Million
Q2 2024 Aug 09, 2024	BUY	$105.37 - $107.16 $1.4 Million - $1.43 Million	13,333 Added 4.25%	326,719 $34.8 Million
Q1 2024 May 02, 2024	BUY	$107.41 - $108.76 $7.25 Million - $7.34 Million	67,462 Added 27.43%	313,386 $33.7 Million
Q4 2023 Feb 09, 2024	SELL	$100.97 - $108.77 $6.3 Million - $6.79 Million	-62,410 Reduced 20.24%	245,924 $26.7 Million
Q3 2023 Nov 03, 2023	BUY	$102.54 - $107.39 $3.74 Million - $3.92 Million	36,521 Added 13.44%	308,334 $31.6 Million
Q2 2023 Jul 17, 2023	BUY	$105.16 - $108.58 $8.05 Million - $8.31 Million	76,570 Added 39.22%	271,813 $29 Million
Q1 2023 Apr 20, 2023	BUY	$104.99 - $108.49 $1.47 Million - $1.52 Million	13,980 Added 7.71%	195,243 $21 Million
Q4 2022 Feb 09, 2023	SELL	$101.51 - $106.72 $14.4 Million - $15.1 Million	-141,727 Reduced 43.88%	181,263 $19.1 Million
Q3 2022 Oct 14, 2022	BUY	$102.55 - $108.59 $2.86 Million - $3.03 Million	27,888 Added 9.45%	322,990 $33.1 Million
Q2 2022 Jul 18, 2022	BUY	$104.73 - $109.51 $7.87 Million - $8.23 Million	75,149 Added 34.17%	295,102 $31.4 Million
Q1 2022 May 09, 2022	SELL	$109.33 - $116.18 $22.2 Million - $23.6 Million	-202,901 Reduced 47.98%	219,953 $24.1 Million
Q4 2021 Jan 28, 2022	BUY	$115.39 - $116.62 $5.4 Million - $5.46 Million	46,789 Added 12.44%	422,854 $49.2 Million
Q3 2021 Oct 27, 2021	BUY	$116.12 - $117.94 $3.55 Million - $3.61 Million	30,608 Added 8.86%	376,065 $43.7 Million
Q2 2021 Aug 10, 2021	BUY	$115.91 - $117.6 $5.02 Million - $5.09 Million	43,300 Added 14.33%	345,457 $40.5 Million
Q1 2021 May 06, 2021	BUY	$115.3 - $117.87 $6.48 Million - $6.62 Million	56,203 Added 22.85%	302,157 $35.1 Million
Q4 2020 Feb 04, 2021	BUY	$115.08 - $117.2 $281,370 - $286,554	2,445 Added 1.0%	245,954 $28.8 Million
Q3 2020 Oct 28, 2020	BUY	$115.26 - $117.22 $24.4 Million - $24.8 Million	211,988 Added 672.53%	243,509 $28.2 Million
Q2 2020 Jul 15, 2020	BUY	$109.93 - $115.44 $848,109 - $890,619	7,715 Added 32.41%	31,521 $3.64 Million
Q1 2020 Apr 27, 2020	BUY	$101.52 - $117.61 $41,927 - $48,572	413 Added 1.77%	23,806 $2.69 Million
Q4 2019 Jan 15, 2020	SELL	$113.18 - $114.61 $34,180 - $34,612	-302 Reduced 1.27%	23,393 $2.67 Million
Q3 2019 Nov 08, 2019	SELL	$112.74 - $115.35 $126,156 - $129,076	-1,119 Reduced 4.51%	23,695 $2.7 Million
Q2 2019 Aug 07, 2019	SELL	$110.67 - $113.09 $271,141 - $277,070	-2,450 Reduced 8.99%	24,814 $2.8 Million
Q1 2019 May 08, 2019	SELL	$108.82 - $111.36 $21.3 Million - $21.8 Million	-195,706 Reduced 87.77%	27,264 $3.03 Million
Q4 2018 Feb 14, 2019	BUY	$106.42 - $109.04 $23.4 Million - $23.9 Million	219,528 Added 6377.92%	222,970 $24.3 Million
Q3 2018 Nov 13, 2018	BUY	$107.7 - $109.4 $370,703 - $376,554	3,442 New	3,442 $372,000
Q2 2018 Aug 13, 2018	SELL	$107.59 - $109.29 $370,324 - $376,176	-3,442 Closed	0 $0
Q1 2018 May 15, 2018	SELL	$108.23 - $110.72 $401,425 - $410,660	-3,709 Reduced 51.87%	3,442 $375,000
Q4 2017 Feb 09, 2018	BUY	$109.75 - $111.28 $517,690 - $524,907	4,717 Added 193.8%	7,151 $792,000
Q3 2017 Oct 19, 2017	BUY	$110.87 - $111.22 $269,857 - $270,709	2,434	2,434 $270,000

Others Institutions Holding MUB

# of Institutions

1,507

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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Avantax Planning Partners, Inc. Ishares National Muni Bond ETF Transaction History