Ever Source Wealth Advisors, LLC Ishares National Muni Bond ETF Transaction History

Ever Source Wealth Advisors, LLC

$1.66 Billion
Q1 2025

A detailed history of Ever Source Wealth Advisors, LLC transactions in Ishares National Muni Bond ETF stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 13,063 shares of MUB stock, worth $1.35 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares

13,063

Previous 19,802 34.03%

Holding current value

$1.35 Million

Previous $2.11 Million 34.71%

% of portfolio

0.08%

Previous 0.13%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	SELL	$104.71 - $107.69 $705,640 - $725,722	-6,739 Reduced 34.03%	13,063 $1.38 Million
Q4 2024 Feb 07, 2025	SELL	$105.78 - $108.7 $84,835 - $87,177	-802 Reduced 3.89%	19,802 $2.11 Million
Q3 2024 Nov 08, 2024	BUY	$106.13 - $108.7 $19,846 - $20,326	187 Added 0.92%	20,604 $2.24 Million
Q2 2024 Aug 13, 2024	BUY	$105.37 - $107.16 $398,087 - $404,850	3,778 Added 22.71%	20,417 $2.18 Million
Q1 2024 Jun 11, 2024	BUY	$107.41 - $108.76 $1.01 Million - $1.03 Million	9,446 Added 131.32%	16,639 $1.79 Million
Q4 2023 Feb 09, 2024	BUY	$100.97 - $108.77 $43,921 - $47,314	435 Added 6.44%	7,193 $779,000
Q3 2023 Nov 03, 2023	BUY	$102.54 - $107.39 $84,287 - $88,274	822 Added 13.85%	6,758 $692,000
Q2 2023 Aug 04, 2023	BUY	$105.16 - $108.58 $49,951 - $51,575	475 Added 8.7%	5,936 $633,000
Q1 2023 May 11, 2023	SELL	$104.99 - $108.49 $98,060 - $101,329	-934 Reduced 14.61%	5,461 $588,000
Q4 2022 Feb 09, 2023	BUY	$101.51 - $106.72 $491,714 - $516,951	4,844 Added 312.31%	6,395 $674,000
Q3 2022 Nov 07, 2022	SELL	$102.55 - $108.59 $30,765 - $32,577	-300 Reduced 16.21%	1,551 $159,000
Q2 2022 Aug 01, 2022	SELL	$104.73 - $109.51 $381,740 - $399,163	-3,645 Reduced 66.32%	1,851 $196,000
Q1 2022 May 25, 2022	SELL	$109.33 - $116.18 $49,963 - $53,094	-457 Reduced 7.68%	5,496 $603,000
Q4 2021 Feb 07, 2022	BUY	$115.39 - $116.62 $686,916 - $694,238	5,953 New	5,953 $692,000

Others Institutions Holding MUB

# of Institutions

1,704

Shares Held

328M

Call Options Held

940K

Put Options Held

4.43M

View Full List

About ISHARES NATIONAL MUNI BOND ETF

Ticker MUB
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Ever Source Wealth Advisors, LLC Ishares National Muni Bond ETF Transaction History