Mount Yale Investment Advisors, LLC Ishares National Muni Bond ETF Transaction History

Mount Yale Investment Advisors, LLC

  • $1.2 Billion
  • Q4 2024

A detailed history of Mount Yale Investment Advisors, LLC transactions in Ishares National Muni Bond ETF stock. As of the latest transaction made, Mount Yale Investment Advisors, LLC holds 14,477 shares of MUB stock, worth $1.54 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares
14,477
Previous 8,873 63.16%
Holding current value
$1.54 Million
Previous $963,000 60.12%
% of portfolio
0.13%
Previous 0.09%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 22, 2025
BUY
$105.78 - $108.7 $592,791 - $609,154
5,604 Added 63.16%
14,477 $1.54 Million
Q3 2024

Oct 23, 2024
BUY
$106.13 - $108.7 $1,804 - $1,847
17 Added 0.19%
8,873 $963,000
Q2 2024

Aug 13, 2024
BUY
$105.37 - $107.16 $97,572 - $99,230
926 Added 11.68%
8,856 $943,000
Q1 2024

May 15, 2024
SELL
$107.41 - $108.76 $2.66 Million - $2.69 Million
-24,762 Reduced 75.74%
7,930 $853,000
Q4 2023

Feb 12, 2024
BUY
$100.97 - $108.77 $2.52 Million - $2.71 Million
24,932 Added 321.29%
32,692 $3.54 Million
Q3 2023

Oct 11, 2023
BUY
$102.54 - $107.39 $78,340 - $82,045
764 Added 10.92%
7,760 $795,000
Q2 2023

Aug 14, 2023
BUY
$105.16 - $108.58 $85,810 - $88,601
816 Added 13.2%
6,996 $746,000
Q1 2023

May 11, 2023
SELL
$104.99 - $108.49 $6.96 Million - $7.19 Million
-66,303 Reduced 91.47%
6,180 $665,000
Q4 2022

Feb 13, 2023
BUY
$101.51 - $106.72 $6.77 Million - $7.12 Million
66,671 Added 1147.13%
72,483 $7.65 Million
Q3 2022

Nov 07, 2022
BUY
$102.55 - $108.59 $75,476 - $79,922
736 Added 14.5%
5,812 $596,000
Q2 2022

Aug 02, 2022
SELL
$104.73 - $109.51 $98,446 - $102,939
-940 Reduced 15.63%
5,076 $540,000
Q1 2022

May 03, 2022
BUY
$109.33 - $116.18 $213,521 - $226,899
1,953 Added 48.07%
6,016 $660,000
Q4 2021

Feb 02, 2022
BUY
$115.39 - $116.62 $468,829 - $473,827
4,063 New
4,063 $472,000
Q4 2018

Feb 14, 2019
SELL
$106.42 - $109.04 $92,159 - $94,428
-866 Closed
0 $0
Q2 2018

Aug 22, 2018
SELL
$107.59 - $109.29 $241,109 - $244,918
-2,241 Reduced 72.13%
866 $94,000
Q1 2018

Jun 25, 2018
BUY
$108.23 - $110.72 $336,270 - $344,007
3,107 New
3,107 $338,000

Others Institutions Holding MUB

# of Institutions
1,536
Shares Held
305M
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
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