Oakwell Private Wealth Management, LLC Ishares National Muni Bond ETF Transaction History

Oakwell Private Wealth Management, LLC

  • $354 Million
  • Q2 2024

A detailed history of Oakwell Private Wealth Management, LLC transactions in Ishares National Muni Bond ETF stock. As of the latest transaction made, Oakwell Private Wealth Management, LLC holds 74,538 shares of MUB stock, worth $8.05 Million. This represents 2.24% of its overall portfolio holdings.

Number of Shares
74,538
Previous 74,535 -0.0%
Holding current value
$8.05 Million
Previous $8.02 Million 0.96%
% of portfolio
2.24%
Previous 2.44%

Shares

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

Aug 08, 2024
BUY
$105.37 - $107.16 $316 - $321
3 Added 0.0%
74,538 $7.94 Million
Q1 2024

Apr 25, 2024
BUY
$107.41 - $108.76 $223,520 - $226,329
2,081 Added 2.87%
74,535 $8.02 Million
Q4 2023

Feb 05, 2024
SELL
$100.97 - $108.77 $71,082 - $76,574
-704 Reduced 0.96%
72,454 $7.85 Million
Q3 2023

Oct 30, 2023
SELL
$102.54 - $107.39 $2.23 Million - $2.34 Million
-21,770 Reduced 22.93%
73,158 $7.5 Million
Q2 2023

Jul 26, 2023
SELL
$105.16 - $108.58 $325,785 - $336,380
-3,098 Reduced 3.16%
94,928 $10.1 Million
Q1 2023

May 04, 2023
SELL
$104.99 - $108.49 $2 Million - $2.07 Million
-19,043 Reduced 16.27%
98,026 $10.6 Million
Q4 2022

Feb 01, 2023
BUY
$101.51 - $106.72 $3.94 Million - $4.14 Million
38,838 Added 49.65%
117,069 $12.4 Million
Q3 2022

Oct 27, 2022
BUY
$102.55 - $108.59 $5.56 Million - $5.89 Million
54,237 Added 226.04%
78,231 $8.03 Million
Q2 2022

Aug 03, 2022
SELL
$104.73 - $109.51 $428,450 - $448,005
-4,091 Reduced 14.57%
23,994 $2.55 Million
Q1 2022

May 03, 2022
BUY
$109.33 - $116.18 $111,407 - $118,387
1,019 Added 3.76%
28,085 $3.08 Million
Q4 2021

Jan 21, 2022
SELL
$115.39 - $116.62 $149,430 - $151,022
-1,295 Reduced 4.57%
27,066 $3.15 Million
Q3 2021

Oct 14, 2021
SELL
$116.12 - $117.94 $627,396 - $637,229
-5,403 Reduced 16.0%
28,361 $3.3 Million
Q2 2021

Jul 29, 2021
SELL
$115.91 - $117.6 $1.5 Million - $1.53 Million
-12,971 Reduced 27.75%
33,764 $3.96 Million
Q1 2021

Apr 21, 2021
BUY
$115.3 - $117.87 $1.23 Million - $1.26 Million
10,666 Added 29.57%
46,735 $5.42 Million
Q4 2020

Feb 10, 2021
BUY
$115.08 - $117.2 $4.15 Million - $4.23 Million
36,069 New
36,069 $4.23 Million

Others Institutions Holding MUB

# of Institutions
1,452
Shares Held
286M
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 Oakwell Private Wealth Management, LLC Portfolio

Follow Oakwell Private 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 Oakwell Private Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Oakwell Private Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email