Insight Wealth Partners, LLC Ishares National Muni Bond ETF Transaction History

Insight Wealth Partners, LLC

$723 Million
Q4 2024

A detailed history of Insight Wealth Partners, LLC transactions in Ishares National Muni Bond ETF stock. As of the latest transaction made, Insight Wealth Partners, LLC holds 26,356 shares of MUB stock, worth $2.8 Million. This represents 0.39% of its overall portfolio holdings.

Number of Shares

26,356

Previous 24,195 8.93%

Holding current value

$2.8 Million

Previous $2.63 Million 6.85%

% of portfolio

0.39%

Previous 0.53%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	$105.78 - $108.7 $228,590 - $234,900	2,161 Added 8.93%	26,356 $2.81 Million
Q3 2024 Nov 13, 2024	BUY	$106.13 - $108.7 $53,383 - $54,676	503 Added 2.12%	24,195 $2.63 Million
Q2 2024 Jul 18, 2024	SELL	$105.37 - $107.16 $256,365 - $260,720	-2,433 Reduced 9.31%	23,692 $2.52 Million
Q1 2024 May 10, 2024	BUY	$107.41 - $108.76 $555,954 - $562,941	5,176 Added 24.71%	26,125 $2.81 Million
Q4 2023 Feb 13, 2024	BUY	$100.97 - $108.77 $24,434 - $26,322	242 Added 1.17%	20,949 $2.27 Million
Q3 2023 Oct 30, 2023	SELL	$102.54 - $107.39 $31,992 - $33,505	-312 Reduced 1.48%	20,707 $2.12 Million
Q2 2023 Aug 11, 2023	SELL	$105.16 - $108.58 $260,586 - $269,061	-2,478 Reduced 10.55%	21,019 $2.24 Million
Q1 2023 May 12, 2023	BUY	$104.99 - $108.49 $15,853 - $16,381	151 Added 0.65%	23,497 $2.53 Million
Q4 2022 Jan 31, 2023	BUY	$101.51 - $106.72 $285,141 - $299,776	2,809 Added 13.68%	23,346 $2.46 Million
Q3 2022 Dec 01, 2022	BUY	$102.55 - $108.59 $342,824 - $363,016	3,343 Added 19.44%	20,537 $2.11 Million
Q2 2022 Jul 13, 2022	SELL	$104.73 - $109.51 $168,510 - $176,201	-1,609 Reduced 8.56%	17,194 $1.83 Million
Q1 2022 May 02, 2022	SELL	$109.33 - $116.18 $4.87 Million - $5.18 Million	-44,568 Reduced 70.33%	18,803 $2.06 Million
Q4 2021 Feb 04, 2022	BUY	$115.39 - $116.62 $237,934 - $240,470	2,062 Added 3.36%	63,371 $7.37 Million
Q3 2021 Nov 05, 2021	BUY	$116.12 - $117.94 $178,011 - $180,802	1,533 Added 2.56%	61,309 $7.12 Million
Q2 2021 Jul 14, 2021	SELL	$115.91 - $117.6 $291,397 - $295,646	-2,514 Reduced 4.04%	59,776 $7.01 Million
Q1 2021 Apr 20, 2021	BUY	$115.3 - $117.87 $2.14 Million - $2.19 Million	18,554 Added 42.42%	62,290 $7.23 Million
Q4 2020 Jan 19, 2021	BUY	$115.08 - $117.2 $923,977 - $940,998	8,029 Added 22.49%	43,736 $5.13 Million
Q3 2020 Oct 16, 2020	BUY	$115.26 - $117.22 $4.12 Million - $4.19 Million	35,707 New	35,707 $4.14 Million

Others Institutions Holding MUB

# of Institutions

1,659

Shares Held

321M

Call Options Held

697K

Put Options Held

1.36M

View Full List

About ISHARES NATIONAL MUNI BOND ETF

Ticker MUB
Sector ETFs
Industry ETFs

More about MUB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Insight Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Insight Wealth Partners, LLC with notifications on news.

Account

Insight Wealth Partners, LLC Ishares National Muni Bond ETF Transaction History