Heartwood Wealth Advisors LLC Ishares National Muni Bond ETF Transaction History

Heartwood Wealth Advisors LLC

  • $879 Million
  • Q4 2024

A detailed history of Heartwood Wealth Advisors LLC transactions in Ishares National Muni Bond ETF stock. As of the latest transaction made, Heartwood Wealth Advisors LLC holds 110,990 shares of MUB stock, worth $12 Million. This represents 1.34% of its overall portfolio holdings.

Number of Shares
110,990
Previous 110,184 0.73%
Holding current value
$12 Million
Previous $12 Million 1.2%
% of portfolio
1.34%
Previous 1.34%

Shares

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

Jan 10, 2025
BUY
$105.78 - $108.7 $85,258 - $87,612
806 Added 0.73%
110,990 $11.8 Million
Q3 2024

Oct 07, 2024
BUY
$106.13 - $108.7 $453,387 - $464,366
4,272 Added 4.03%
110,184 $12 Million
Q2 2024

Jul 09, 2024
BUY
$105.37 - $107.16 $210,213 - $213,784
1,995 Added 1.92%
105,912 $11.3 Million
Q1 2024

Apr 02, 2024
BUY
$107.41 - $108.76 $475,611 - $481,589
4,428 Added 4.45%
103,917 $11.2 Million
Q4 2023

Jan 17, 2024
SELL
$100.97 - $108.77 $62,399 - $67,219
-618 Reduced 0.62%
99,489 $10.8 Million
Q3 2023

Oct 17, 2023
BUY
$102.54 - $107.39 $278,396 - $291,563
2,715 Added 2.79%
100,107 $10.3 Million
Q2 2023

Jul 19, 2023
BUY
$105.16 - $108.58 $561,869 - $580,142
5,343 Added 5.8%
97,392 $10.4 Million
Q1 2023

Apr 14, 2023
BUY
$104.99 - $108.49 $638,024 - $659,293
6,077 Added 7.07%
92,049 $9.92 Million
Q4 2022

Jan 12, 2023
BUY
$101.51 - $106.72 $81,512 - $85,696
803 Added 0.94%
85,972 $0
Q3 2022

Oct 25, 2022
BUY
$102.55 - $108.59 $472,652 - $500,491
4,609 Added 5.72%
85,169 $8.74 Million
Q2 2022

Jul 25, 2022
BUY
$104.73 - $109.51 $279,105 - $291,844
2,665 Added 3.42%
80,560 $8.57 Million
Q1 2022

Apr 26, 2022
BUY
$109.33 - $116.18 $542,276 - $576,252
4,960 Added 6.8%
77,895 $8.54 Million
Q4 2021

Jan 12, 2022
BUY
$115.39 - $116.62 $95,081 - $96,094
824 Added 1.14%
72,935 $8.48 Million
Q3 2021

Oct 12, 2021
BUY
$116.12 - $117.94 $197,868 - $200,969
1,704 Added 2.42%
72,111 $8.38 Million
Q2 2021

Jul 21, 2021
BUY
$115.91 - $117.6 $81,368 - $82,555
702 Added 1.01%
70,407 $8.25 Million
Q1 2021

Apr 19, 2021
BUY
$115.3 - $117.87 $656,172 - $670,798
5,691 Added 8.89%
69,705 $8.09 Million
Q4 2020

Jan 26, 2021
SELL
$115.08 - $117.2 $18,758 - $19,103
-163 Reduced 0.25%
64,014 $7.5 Million
Q3 2020

Oct 28, 2020
BUY
$115.26 - $117.22 $7,491 - $7,619
65 Added 0.1%
64,177 $7.44 Million
Q2 2020

Aug 05, 2020
BUY
$109.93 - $115.44 $264,931 - $278,210
2,410 Added 3.91%
64,112 $7.4 Million
Q1 2020

May 04, 2020
SELL
$101.52 - $117.61 $80,606 - $93,382
-794 Reduced 1.27%
61,702 $6.97 Million
Q4 2019

Jan 31, 2020
BUY
$113.18 - $114.61 $7.07 Million - $7.16 Million
62,496 New
62,496 $7.12 Million

Others Institutions Holding MUB

# of Institutions
1,657
Shares Held
321M
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
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