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

Heritage Financial Services, LLC

  • $733 Million
  • Q4 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 6,005 shares of MUB stock, worth $635,509. This represents 0.09% of its overall portfolio holdings.

Number of Shares
6,005
Previous 5,190 15.7%
Holding current value
$635,509
Previous $563,000 13.5%
% of portfolio
0.09%
Previous 0.08%

Shares

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

Jan 23, 2025
BUY
$105.78 - $108.7 $86,210 - $88,590
815 Added 15.7%
6,005 $639,000
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
1,661
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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