Heritage Wealth Management, LLC Ishares National Muni Bond ETF Transaction History

Heritage Wealth Management, LLC

  • $177 Million
  • Q2 2024

A detailed history of Heritage Wealth Management, LLC transactions in Ishares National Muni Bond ETF stock. As of the latest transaction made, Heritage Wealth Management, LLC holds 7,434 shares of MUB stock, worth $798,485. This represents 0.45% of its overall portfolio holdings.

Number of Shares
7,434
Previous 13,744 45.91%
Holding current value
$798,485
Previous $1.48 Million 46.41%
% of portfolio
0.45%
Previous 0.74%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 30, 2024
SELL
$105.37 - $107.16 $664,884 - $676,179
-6,310 Reduced 45.91%
7,434 $792,000
Q1 2024

Apr 25, 2024
SELL
$107.41 - $108.76 $412,561 - $417,747
-3,841 Reduced 21.84%
13,744 $1.48 Million
Q4 2023

Feb 06, 2024
SELL
$100.97 - $108.77 $4.51 Million - $4.86 Million
-44,639 Reduced 71.74%
17,585 $1.91 Million
Q4 2022

Feb 13, 2023
BUY
$101.51 - $106.72 $3.73 Million - $3.92 Million
36,735 Added 144.12%
62,224 $6.57 Million
Q3 2022

Nov 14, 2022
BUY
$102.55 - $108.59 $466,705 - $494,193
4,551 Added 21.74%
25,489 $2.62 Million
Q2 2022

Aug 15, 2022
BUY
$104.73 - $109.51 $119,078 - $124,512
1,137 Added 5.74%
20,938 $2.23 Million
Q1 2022

Aug 15, 2022
BUY
$109.33 - $116.18 $1.04 Million - $1.11 Million
9,536 Added 92.9%
19,801 $2.17 Million
Q3 2021

Nov 10, 2021
BUY
$116.12 - $117.94 $357,301 - $362,901
3,077 Added 42.81%
10,265 $1.19 Million
Q2 2021

Aug 11, 2021
BUY
$115.91 - $117.6 $585,809 - $594,350
5,054 Added 236.83%
7,188 $842,000
Q1 2021

Jul 16, 2021
BUY
$115.3 - $117.87 $246,050 - $251,534
2,134 New
2,134 $248,000

Others Institutions Holding MUB

# of Institutions
1,507
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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