Beta Wealth Group, Inc. Ishares National Muni Bond ETF Transaction History

Beta Wealth Group, Inc.

  • $206 Million
  • Q4 2024

A detailed history of Beta Wealth Group, Inc. transactions in Ishares National Muni Bond ETF stock. As of the latest transaction made, Beta Wealth Group, Inc. holds 4,668 shares of MUB stock, worth $481,410. This represents 0.24% of its overall portfolio holdings.

Number of Shares
4,668
Previous 5,025 7.1%
Holding current value
$481,410
Previous $545,000 8.81%
% of portfolio
0.24%
Previous 0.27%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 31, 2025
SELL
$105.78 - $108.7 $37,763 - $38,805
-357 Reduced 7.1%
4,668 $497,000
Q3 2024

Nov 01, 2024
SELL
$106.13 - $108.7 $9,233 - $9,456
-87 Reduced 1.7%
5,025 $545,000
Q2 2024

Aug 12, 2024
BUY
$105.37 - $107.16 $31,400 - $31,933
298 Added 6.19%
5,112 $544,000
Q1 2024

May 14, 2024
SELL
$107.41 - $108.76 $134,477 - $136,167
-1,252 Reduced 20.64%
4,814 $517,000
Q4 2023

Feb 09, 2024
SELL
$100.97 - $108.77 $5.8 Million - $6.25 Million
-57,435 Reduced 90.45%
6,066 $657,000
Q3 2023

Nov 13, 2023
SELL
$102.54 - $107.39 $56,909 - $59,601
-555 Reduced 0.87%
63,501 $6.51 Million
Q2 2023

Aug 11, 2023
BUY
$105.16 - $108.58 $103,687 - $107,059
986 Added 1.56%
64,056 $6.84 Million
Q1 2023

May 09, 2023
BUY
$104.99 - $108.49 $5 Million - $5.17 Million
47,631 Added 308.51%
63,070 $6.8 Million
Q4 2022

Feb 10, 2023
BUY
$101.51 - $106.72 $437,203 - $459,643
4,307 Added 38.69%
15,439 $1.63 Million
Q3 2022

Nov 01, 2022
SELL
$102.55 - $108.59 $5.99 Million - $6.34 Million
-58,428 Reduced 84.0%
11,132 $1.14 Million
Q2 2022

Aug 05, 2022
BUY
$104.73 - $109.51 $6.75 Million - $7.06 Million
64,426 Added 1254.89%
69,560 $7.4 Million
Q1 2022

May 12, 2022
BUY
$109.33 - $116.18 $561,300 - $596,468
5,134 New
5,134 $563,000

Others Institutions Holding MUB

# of Institutions
1,656
Shares Held
341M
Call Options Held
697K
Put Options Held
1.36M
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 Beta Wealth Group, Inc. Portfolio

Follow Beta Wealth Group, Inc. 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 Beta Wealth Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Beta Wealth Group, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email