Heritage Financial Services, LLC Ishares National Muni Bond ETF Transaction History

Heritage Financial Services, LLC

  • $732 Million
  • Q3 2024

A detailed history of Heritage Financial Services, LLC transactions in Ishares National Muni Bond ETF stock. As of the latest transaction made, Heritage Financial Services, LLC holds 5,190 shares of MUB stock, worth $560,987. This represents 0.08% of its overall portfolio holdings.

Number of Shares
5,190
Previous 5,319 2.43%
Holding current value
$560,987
Previous $566,000 0.53%
% of portfolio
0.08%
Previous 0.08%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 23, 2024
SELL
$106.13 - $108.7 $13,690 - $14,022
-129 Reduced 2.43%
5,190 $563,000
Q2 2024

Jul 23, 2024
BUY
$105.37 - $107.16 $13,592 - $13,823
129 Added 2.49%
5,319 $566,000
Q4 2023

Feb 02, 2024
BUY
$100.97 - $108.77 $524,034 - $564,516
5,190 New
5,190 $562,000

Others Institutions Holding MUB

# of Institutions
1,509
Shares Held
304M
Call Options Held
506K
Put Options Held
427K
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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