Concurrent Investment Advisors, LLC Ishares National Muni Bond ETF Transaction History

Concurrent Investment Advisors, LLC

$4.12 Trillion
Q1 2025

A detailed history of Concurrent Investment Advisors, LLC transactions in Ishares National Muni Bond ETF stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 32,467 shares of MUB stock, worth $3.37 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares

32,467

Previous 22,767 42.61%

Holding current value

$3.37 Million

Previous $2.43 Billion 41.12%

% of portfolio

0.08%

Previous 0.07%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 29, 2025	BUY	$104.71 - $107.69 $1.02 Million - $1.04 Million	9,700 Added 42.61%	32,467 $3.42 Billion
Q4 2024 Feb 03, 2025	BUY	$105.78 - $108.7 $112,761 - $115,874	1,066 Added 4.91%	22,767 $2.43 Billion
Q3 2024 Oct 30, 2024	SELL	$106.13 - $108.7 $3,714 - $3,804	-35 Reduced 0.16%	21,701 $2.36 Billion
Q2 2024 Jul 30, 2024	SELL	$105.37 - $107.16 $55,108 - $56,044	-523 Reduced 2.35%	21,736 $2.32 Billion
Q1 2024 May 07, 2024	BUY	$107.41 - $108.76 $283,884 - $287,452	2,643 Added 13.47%	22,259 $2.4 Billion
Q4 2023 Apr 15, 2024	BUY	$100.97 - $108.77 $1.98 Million - $2.13 Million	19,616 New	19,616 $2.13 Billion

Others Institutions Holding MUB

# of Institutions

1,676

Shares Held

338M

Call Options Held

940K

Put Options Held

4.43M

View Full List

About ISHARES NATIONAL MUNI BOND ETF

Ticker MUB
Sector ETFs
Industry ETFs

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Concurrent Investment Advisors, LLC Ishares National Muni Bond ETF Transaction History