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

Insight Wealth Strategies, LLC

$749 Million
Q3 2024

A detailed history of Insight Wealth Strategies, LLC transactions in Ishares National Muni Bond ETF stock. As of the latest transaction made, Insight Wealth Strategies, LLC holds 38,639 shares of MUB stock, worth $4.11 Million. This represents 0.56% of its overall portfolio holdings.

Number of Shares

38,639

Previous 34,691 11.38%

Holding current value

$4.11 Million

Previous $3.7 Million 13.56%

% of portfolio

0.56%

Previous 0.53%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 07, 2024	BUY	$106.13 - $108.7 $419,001 - $429,147	3,948 Added 11.38%	38,639 $4.2 Million
Q2 2024 Jul 08, 2024	BUY	$105.37 - $107.16 $301,358 - $306,477	2,860 Added 8.98%	34,691 $3.7 Million
Q1 2024 Apr 05, 2024	BUY	$107.41 - $108.76 $166,915 - $169,013	1,554 Added 5.13%	31,831 $3.43 Million
Q4 2023 Jan 12, 2024	BUY	$100.97 - $108.77 $285,543 - $307,601	2,828 Added 10.3%	30,277 $3.28 Million
Q3 2023 Oct 13, 2023	BUY	$102.54 - $107.39 $14,047 - $14,712	137 Added 0.5%	27,449 $2.81 Million
Q2 2023 Jul 14, 2023	BUY	$105.16 - $108.58 $27,657 - $28,556	263 Added 0.97%	27,312 $2.92 Million
Q1 2023 Apr 06, 2023	BUY	$104.99 - $108.49 $19,528 - $20,179	186 Added 0.69%	27,049 $2.91 Million
Q4 2022 Jan 06, 2023	BUY	$101.51 - $106.72 $48,623 - $51,118	479 Added 1.82%	26,863 $0
Q2 2022 Jul 01, 2022	BUY	$104.73 - $109.51 $40,530 - $42,380	387 Added 1.49%	26,384 $2.81 Million
Q1 2022 Apr 12, 2022	BUY	$109.33 - $116.18 $113,703 - $120,827	1,040 Added 4.17%	25,997 $2.85 Million
Q4 2021 Jan 31, 2022	SELL	$115.39 - $116.62 $96,581 - $97,610	-837 Reduced 3.24%	24,957 $2.9 Million
Q3 2021 Oct 28, 2021	BUY	$116.12 - $117.94 $62,472 - $63,451	538 Added 2.13%	25,794 $3 Million
Q2 2021 Aug 12, 2021	SELL	$115.91 - $117.6 $1.01 Million - $1.03 Million	-8,740 Reduced 25.71%	25,256 $2.96 Million
Q1 2021 May 12, 2021	BUY	$115.3 - $117.87 $28,248 - $28,878	245 Added 0.73%	33,996 $3.95 Million
Q4 2020 Feb 05, 2021	BUY	$115.08 - $117.2 $642,606 - $654,444	5,584 Added 19.82%	33,751 $3.96 Million
Q3 2020 Oct 29, 2020	SELL	$115.26 - $117.22 $146,956 - $149,455	-1,275 Reduced 4.33%	28,167 $3.27 Million
Q2 2020 Jul 31, 2020	BUY	$109.93 - $115.44 $516,341 - $542,221	4,697 Added 18.98%	29,442 $3.4 Million
Q1 2020 Apr 21, 2020	BUY	$101.52 - $117.61 $2.13 Million - $2.47 Million	21,006 Added 561.81%	24,745 $2.8 Million
Q4 2019 Feb 21, 2020	SELL	$113.18 - $114.61 $80,244 - $81,258	-709 Reduced 15.94%	3,739 $426,000
Q3 2019 Nov 06, 2019	BUY	$112.74 - $115.35 $100,338 - $102,661	890 Added 25.01%	4,448 $508,000
Q2 2019 Aug 06, 2019	BUY	$110.67 - $113.09 $4,758 - $4,862	43 Added 1.22%	3,558 $402,000
Q1 2019 Apr 24, 2019	BUY	$108.82 - $111.36 $382,502 - $391,430	3,515 New	3,515 $391,000

Others Institutions Holding MUB

# of Institutions

1,511

Shares Held

304M

Call Options Held

506K

Put Options Held

427K

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 Strategies, LLC, based on Form 13F filings with the SEC.

News

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

Account

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