Morgan Rosel Wealth Management, LLC Ishares National Muni Bond ETF Transaction History

Morgan Rosel Wealth Management, LLC

  • $291 Million
  • Q3 2024

A detailed history of Morgan Rosel Wealth Management, LLC transactions in Ishares National Muni Bond ETF stock. As of the latest transaction made, Morgan Rosel Wealth Management, LLC holds 14,767 shares of MUB stock, worth $1.57 Million. This represents 0.55% of its overall portfolio holdings.

Number of Shares
14,767
Previous 14,767 -0.0%
Holding current value
$1.57 Million
Previous $1.57 Million 1.97%
% of portfolio
0.55%
Previous 0.58%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 15, 2024
BUY
$105.37 - $107.16 $65,118 - $66,224
618 Added 4.37%
14,767 $1.57 Million
Q1 2024

Apr 17, 2024
SELL
$107.41 - $108.76 $48,549 - $49,159
-452 Reduced 3.1%
14,149 $1.52 Million
Q4 2023

Jan 19, 2024
BUY
$100.97 - $108.77 $27,665 - $29,802
274 Added 1.91%
14,601 $1.58 Million
Q3 2023

Oct 27, 2023
BUY
$102.54 - $107.39 $362,273 - $379,408
3,533 Added 32.73%
14,327 $1.47 Million
Q1 2023

Apr 12, 2023
BUY
$104.99 - $108.49 $687,159 - $710,067
6,545 Added 154.04%
10,794 $1.16 Million
Q4 2022

Jan 19, 2023
BUY
$101.51 - $106.72 $104,758 - $110,135
1,032 Added 32.08%
4,249 $0
Q3 2022

Oct 14, 2022
SELL
$102.55 - $108.59 $559,820 - $592,792
-5,459 Reduced 62.92%
3,217 $330,000
Q2 2022

Jul 27, 2022
BUY
$104.73 - $109.51 $908,637 - $950,108
8,676 New
8,676 $923,000

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

MUB Quotes by TradingView
  • Ticker MUB
  • Sector ETFs
  • Industry ETFs
More about MUB
Track This Portfolio

Track Morgan Rosel Wealth Management, LLC Portfolio

Follow Morgan Rosel Wealth Management, 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 Morgan Rosel Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Morgan Rosel Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email