Intergy Private Wealth, LLC Ishares National Muni Bond ETF Transaction History

Intergy Private Wealth, LLC

  • $260 Million
  • Q3 2024

A detailed history of Intergy Private Wealth, LLC transactions in Ishares National Muni Bond ETF stock. As of the latest transaction made, Intergy Private Wealth, LLC holds 2,390 shares of MUB stock, worth $256,709. This represents 0.1% of its overall portfolio holdings.

Number of Shares
2,390
Previous 2,384 0.25%
Holding current value
$256,709
Previous $254,000 1.97%
% of portfolio
0.1%
Previous 0.11%

Shares

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

Oct 17, 2024
BUY
$106.13 - $108.7 $636 - $652
6 Added 0.25%
2,390 $259,000
Q2 2024

Jul 15, 2024
SELL
$105.37 - $107.16 $45,835 - $46,614
-435 Reduced 15.43%
2,384 $254,000
Q1 2024

Apr 24, 2024
BUY
$107.41 - $108.76 $429 - $435
4 Added 0.14%
2,819 $303,000
Q4 2023

Jan 11, 2024
BUY
$100.97 - $108.77 $284,230 - $306,187
2,815 New
2,815 $305,000
Q3 2022

Oct 18, 2022
BUY
$102.55 - $108.59 $274,834 - $291,021
2,680 New
2,680 $275,000

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
Track This Portfolio

Track Intergy Private Wealth, LLC Portfolio

Follow Intergy Private Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Intergy Private Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email