Philip James Wealth Mangement, LLC Ishares National Muni Bond ETF Transaction History

Philip James Wealth Mangement, LLC

  • $774 Billion
  • Q4 2024

A detailed history of Philip James Wealth Mangement, LLC transactions in Ishares National Muni Bond ETF stock. As of the latest transaction made, Philip James Wealth Mangement, LLC holds 7,107 shares of MUB stock, worth $754,692. This represents 0.1% of its overall portfolio holdings.

Number of Shares
7,107
Previous 7,276 2.32%
Holding current value
$754,692
Previous $790 Million 4.18%
% of portfolio
0.1%
Previous 0.1%

Shares

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

Jan 31, 2025
SELL
$105.78 - $108.7 $17,876 - $18,370
-169 Reduced 2.32%
7,107 $757 Million
Q3 2024

Oct 31, 2024
BUY
$106.13 - $108.7 $1,061 - $1,087
10 Added 0.14%
7,276 $790 Million
Q2 2024

Jul 23, 2024
SELL
$105.37 - $107.16 $1.45 Million - $1.47 Million
-13,733 Reduced 65.4%
7,266 $774 Million
Q1 2024

Apr 29, 2024
SELL
$107.41 - $108.76 $2,470 - $2,501
-23 Reduced 0.11%
20,999 $2.26 Billion
Q4 2023

Jan 29, 2024
BUY
$100.97 - $108.77 $2.12 Million - $2.29 Million
21,022 New
21,022 $2.28 Billion

Others Institutions Holding MUB

# of Institutions
1,660
Shares Held
321M
Call Options Held
697K
Put Options Held
1.36M
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 Philip James Wealth Mangement, LLC Portfolio

Follow Philip James Wealth Mangement, 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 Philip James Wealth Mangement, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Philip James Wealth Mangement, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email