Fsm Wealth Advisors, LLC Ishares National Muni Bond ETF Transaction History

Fsm Wealth Advisors, LLC

$405 Million
Q4 2024

A detailed history of Fsm Wealth Advisors, LLC transactions in Ishares National Muni Bond ETF stock. As of the latest transaction made, Fsm Wealth Advisors, LLC holds 71,090 shares of MUB stock, worth $7.59 Million. This represents 1.87% of its overall portfolio holdings.

Number of Shares

71,090

Previous 58,567 21.38%

Holding current value

$7.59 Million

Previous $6.36 Million 19.05%

% of portfolio

1.87%

Previous 1.69%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 24, 2025	BUY	$105.78 - $108.7 $1.32 Million - $1.36 Million	12,523 Added 21.38%	71,090 $7.57 Million
Q3 2024 Oct 30, 2024	BUY	$106.13 - $108.7 $170,020 - $174,137	1,602 Added 2.81%	58,567 $6.36 Million
Q2 2024 Jul 12, 2024	BUY	$105.37 - $107.16 $717,569 - $729,759	6,810 Added 13.58%	56,965 $6.07 Million
Q1 2024 May 14, 2024	BUY	$107.41 - $108.76 $1.26 Million - $1.27 Million	11,722 Added 30.5%	50,155 $5.4 Million
Q4 2023 May 14, 2024	BUY	$100.97 - $108.77 $290,692 - $313,148	2,879 Added 8.1%	38,433 $4.17 Million
Q3 2023 Nov 14, 2023	BUY	$102.54 - $107.39 $84,492 - $88,489	824 Added 2.37%	35,554 $3.65 Million
Q2 2023 Jul 12, 2023	SELL	$105.16 - $108.58 $266,054 - $274,707	-2,530 Reduced 6.79%	34,730 $3.71 Million
Q1 2023 Apr 24, 2023	BUY	$104.99 - $108.49 $918,452 - $949,070	8,748 Added 30.68%	37,260 $4.01 Million
Q4 2022 Jan 19, 2023	BUY	$101.51 - $106.72 $1.13 Million - $1.18 Million	11,083 Added 63.59%	28,512 $0
Q3 2022 Oct 24, 2022	BUY	$102.55 - $108.59 $72,502 - $76,773	707 Added 4.23%	17,429 $1.79 Million
Q2 2022 Aug 12, 2022	BUY	$104.73 - $109.51 $1.75 Million - $1.83 Million	16,722 New	16,722 $1.81 Million

Others Institutions Holding MUB

# of Institutions

1,586

Shares Held

302M

Call Options Held

506K

Put Options Held

427K

View Full List

About ISHARES NATIONAL MUNI BOND ETF

Ticker MUB
Sector ETFs
Industry ETFs

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Fsm Wealth Advisors, LLC Ishares National Muni Bond ETF Transaction History