Foster Victor Wealth Advisors, LLC Ishares National Muni Bond ETF Transaction History

Foster Victor Wealth Advisors, LLC

$1.22 Billion
Q4 2024

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 19, 2024	SELL	$100.97 - $108.77 $3,029 - $3,263	-30 Reduced 1.48%	1,992 $215,000
Q3 2023 Oct 13, 2023	SELL	$102.54 - $107.39 $4,409 - $4,617	-43 Reduced 2.08%	2,022 $207,000
Q2 2023 Jul 14, 2023	SELL	$105.16 - $108.58 $146,593 - $151,360	-1,394 Reduced 40.3%	2,065 $220,000
Q1 2023 Apr 20, 2023	BUY	$104.99 - $108.49 $524 - $542	5 Added 0.14%	3,459 $372,000
Q4 2022 Jan 27, 2023	SELL	$101.51 - $106.72 $10.5 Million - $11 Million	-103,171 Reduced 96.76%	3,454 $0
Q3 2022 Oct 24, 2022	BUY	$102.55 - $108.59 $361,488 - $382,779	3,525 Added 3.42%	106,625 $11 Million
Q2 2022 Jul 19, 2022	BUY	$104.73 - $109.51 $368,335 - $385,146	3,517 Added 3.53%	103,100 $11 Million
Q1 2022 Apr 14, 2022	BUY	$109.33 - $116.18 $937,723 - $996,475	8,577 Added 9.42%	99,583 $10.9 Million
Q4 2021 Jan 19, 2022	BUY	$115.39 - $116.62 $967,660 - $977,975	8,386 Added 10.15%	91,006 $10.5 Million
Q3 2021 Oct 08, 2021	BUY	$116.12 - $117.94 $650,736 - $660,935	5,604 Added 7.28%	82,620 $9.6 Million
Q2 2021 Jul 29, 2021	BUY	$115.91 - $117.6 $327,445 - $332,220	2,825 Added 3.81%	77,016 $9.03 Million
Q1 2021 Apr 23, 2021	BUY	$115.3 - $117.87 $810,213 - $828,272	7,027 Added 10.46%	74,191 $8.64 Million
Q4 2020 Feb 08, 2021	BUY	$115.08 - $117.2 $42,694 - $43,481	371 Added 0.56%	67,164 $7.87 Million
Q3 2020 Oct 26, 2020	BUY	$115.26 - $117.22 $3.18 Million - $3.23 Million	27,556 Added 70.23%	66,793 $7.74 Million
Q2 2020 Aug 03, 2020	BUY	$109.93 - $115.44 $4.31 Million - $4.53 Million	39,237 New	39,237 $4.53 Million
Q1 2020 Apr 29, 2020	SELL	$101.52 - $117.61 $271,261 - $314,253	-2,672 Closed	0 $0
Q4 2019 Jan 13, 2020	BUY	$113.18 - $114.61 $302,416 - $306,237	2,672 New	2,672 $306,000

Others Institutions Holding MUB

# of Institutions

1,545

Shares Held

305M

Call Options Held

506K

Put Options Held

427K

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About ISHARES NATIONAL MUNI BOND ETF

Ticker MUB
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