Investments & Financial Planning, LLC Ishares National Muni Bond ETF Transaction History

Investments & Financial Planning, LLC

  • $158 Million
  • Q3 2024

A detailed history of Investments & Financial Planning, LLC transactions in Ishares National Muni Bond ETF stock. As of the latest transaction made, Investments & Financial Planning, LLC holds 6,658 shares of MUB stock, worth $714,403. This represents 0.46% of its overall portfolio holdings.

Number of Shares
6,658
Previous 6,928 3.9%
Holding current value
$714,403
Previous $738,000 2.03%
% of portfolio
0.46%
Previous 0.5%

Shares

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

Oct 15, 2024
SELL
$106.13 - $108.7 $28,655 - $29,349
-270 Reduced 3.9%
6,658 $723,000
Q2 2024

Jul 18, 2024
SELL
$105.37 - $107.16 $12,433 - $12,644
-118 Reduced 1.67%
6,928 $738,000
Q1 2024

May 03, 2024
SELL
$107.41 - $108.76 $4,403 - $4,459
-41 Reduced 0.58%
7,046 $758,000
Q4 2023

Jan 18, 2024
BUY
$100.97 - $108.77 $86,430 - $93,107
856 Added 13.74%
7,087 $768,000
Q3 2023

Oct 18, 2023
SELL
$102.54 - $107.39 $44,194 - $46,285
-431 Reduced 6.47%
6,231 $638,000
Q2 2023

Jul 18, 2023
SELL
$105.16 - $108.58 $36,806 - $38,003
-350 Reduced 4.99%
6,662 $711,000
Q1 2023

May 02, 2023
BUY
$104.99 - $108.49 $8,399 - $8,679
80 Added 1.15%
7,012 $755,000
Q4 2022

Feb 28, 2023
BUY
$101.51 - $106.72 $80,700 - $84,842
795 Added 12.95%
6,932 $731,000
Q2 2022

Aug 11, 2022
BUY
$104.73 - $109.51 $96,875 - $101,296
925 Added 17.75%
6,137 $653,000
Q1 2022

May 09, 2022
BUY
$109.33 - $116.18 $327 - $348
3 Added 0.06%
5,212 $571,000
Q4 2021

Feb 11, 2022
BUY
$115.39 - $116.62 $601,066 - $607,473
5,209 New
5,209 $588,000

Others Institutions Holding MUB

# of Institutions
1,468
Shares Held
293M
Call Options Held
57.4K
Put Options Held
1.75M
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 Investments & Financial Planning, LLC Portfolio

Follow Investments & Financial Planning, 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 Investments & Financial Planning, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Investments & Financial Planning, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email