Liberty Wealth Management LLC Ishares National Muni Bond ETF Transaction History

Liberty Wealth Management LLC

$569 Million
Q3 2024

Shares

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Aug 10, 2023	BUY	$105.16 - $108.58 $214,316 - $221,286	2,038 New	2,038 $217,000
Q1 2022 May 09, 2022	SELL	$109.33 - $116.18 $31,924 - $33,924	-292 Closed	0 $0
Q4 2021 Feb 15, 2022	SELL	$115.39 - $116.62 $91,042 - $92,013	-789 Reduced 72.99%	292 $34 Million
Q3 2021 Nov 15, 2021	BUY	$116.12 - $117.94 $78,729 - $79,963	678 Added 168.24%	1,081 $126,000
Q2 2021 Aug 13, 2021	SELL	$115.91 - $117.6 $5.43 Million - $5.51 Million	-46,854 Reduced 99.15%	403 $47,000
Q2 2021 Aug 13, 2021	BUY	$115.91 - $117.6 $5.44 Million - $5.52 Million	46,954 Added 15496.37%	47,257 $403,000
Q4 2020 Feb 09, 2021	BUY	$115.08 - $117.2 $920 - $937	8 Added 2.71%	303 $35,000
Q2 2020 Aug 04, 2020	SELL	$109.93 - $115.44 $10,993 - $11,544	-100 Reduced 25.32%	295 $34,000
Q1 2020 Apr 27, 2020	BUY	$101.52 - $117.61 $406 - $470	4 Added 1.02%	395 $45,000
Q4 2019 Feb 05, 2020	BUY	$113.18 - $114.61 $113 - $114	1 Added 0.26%	391 $45,000
Q3 2019 Oct 30, 2019	BUY	$112.74 - $115.35 $21,871 - $22,377	194 Added 98.98%	390 $45,000
Q2 2019 Jul 30, 2019	BUY	$110.67 - $113.09 $10,513 - $10,743	95 Added 94.06%	196 $22,000
Q4 2018 Mar 26, 2019	BUY	$106.42 - $109.04 $10,748 - $11,013	101 New	101 $11,000

Others Institutions Holding MUB

# of Institutions

1,508

Shares Held

304M

Call Options Held

506K

Put Options Held

427K

About ISHARES NATIONAL MUNI BOND ETF

Ticker MUB
Sector ETFs
Industry ETFs

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