Sequoia Financial Advisors, LLC Ishares National Muni Bond ETF Transaction History

Sequoia Financial Advisors, LLC

$11.6 Billion
Q1 2025

A detailed history of Sequoia Financial Advisors, LLC transactions in Ishares National Muni Bond ETF stock. As of the latest transaction made, Sequoia Financial Advisors, LLC holds 1,577,162 shares of MUB stock, worth $165 Million. This represents 1.44% of its overall portfolio holdings.

Number of Shares

1,577,162

Previous 1,312,902 20.13%

Holding current value

$165 Million

Previous $140 Million 18.88%

% of portfolio

1.44%

Previous 1.21%

33 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 23, 2025	BUY	$104.71 - $107.69 $27.7 Million - $28.5 Million	264,260 Added 20.13%	1,577,162 $166 Million
Q4 2024 Feb 07, 2025	BUY	$105.78 - $108.7 $30.6 Million - $31.5 Million	289,407 Added 28.28%	1,312,902 $140 Million
Q3 2024 Oct 21, 2024	BUY	$106.13 - $108.7 $1.34 Million - $1.37 Million	12,588 Added 1.25%	1,023,495 $111 Million
Q2 2024 Jul 15, 2024	SELL	$105.37 - $107.16 $5.28 Million - $5.37 Million	-50,127 Reduced 4.72%	1,010,907 $108 Million
Q1 2024 Apr 30, 2024	BUY	$107.41 - $108.76 $2.23 Million - $2.26 Million	20,780 Added 2.0%	1,061,034 $114 Million
Q4 2023 Jan 25, 2024	SELL	$100.97 - $108.77 $2.77 Million - $2.98 Million	-27,400 Reduced 2.57%	1,040,254 $113 Million
Q3 2023 Nov 08, 2023	SELL	$102.54 - $107.39 $5.41 Million - $5.67 Million	-52,803 Reduced 4.71%	1,067,654 $109 Million
Q2 2023 Aug 08, 2023	SELL	$105.16 - $108.58 $950,751 - $981,671	-9,041 Reduced 0.8%	1,120,457 $120 Million
Q1 2023 Apr 24, 2023	BUY	$104.99 - $108.49 $37.9 Million - $39.2 Million	361,437 Added 47.06%	1,129,498 $122 Million
Q4 2022 Jan 17, 2023	SELL	$101.51 - $106.72 $34.3 Million - $36.1 Million	-338,341 Reduced 30.58%	768,061 $0
Q3 2022 Oct 26, 2022	SELL	$102.55 - $108.59 $157 Million - $166 Million	-1,531,322 Reduced 58.05%	1,106,402 $113 Million
Q2 2022 Jul 22, 2022	BUY	$104.73 - $109.51 $180 Million - $188 Million	1,714,842 Added 185.81%	2,637,724 $281 Million
Q1 2022 May 13, 2022	BUY	$109.33 - $116.18 $21.8 Million - $23.1 Million	199,258 Added 27.54%	922,882 $101 Million
Q4 2021 Feb 11, 2022	BUY	$115.39 - $116.62 $58.2 Million - $58.8 Million	504,363 Added 230.03%	723,624 $84.1 Million
Q3 2021 Oct 26, 2021	SELL	$116.12 - $117.94 $22.2 Million - $22.6 Million	-191,202 Reduced 46.58%	219,261 $25.5 Million
Q2 2021 Jul 27, 2021	BUY	$115.91 - $117.6 $7.19 Million - $7.3 Million	62,044 Added 17.81%	410,463 $48.1 Million
Q1 2021 May 14, 2021	BUY	$115.3 - $117.87 $1.96 Million - $2.01 Million	17,030 Added 5.14%	348,419 $40.4 Million
Q4 2020 Feb 12, 2021	BUY	$115.08 - $117.2 $2.74 Million - $2.79 Million	23,788 Added 7.73%	331,389 $38.8 Million
Q3 2020 Oct 23, 2020	BUY	$115.26 - $117.22 $3.17 Million - $3.23 Million	27,528 Added 9.83%	307,601 $35.7 Million
Q2 2020 Aug 25, 2020	BUY	$109.93 - $115.44 $30.8 Million - $32.3 Million	280,073 New	280,073 $32.3 Million
Q2 2020 Aug 11, 2020	SELL	$109.93 - $115.44 $26.5 Million - $27.8 Million	-241,192 Closed	0 $32.3 Million
Q1 2020 May 11, 2020	BUY	$101.52 - $117.61 $1.93 Million - $2.24 Million	19,036 Added 8.57%	241,192 $27.3 Million
Q4 2019 Feb 13, 2020	BUY	$113.18 - $114.61 $2.7 Million - $2.73 Million	23,851 Added 12.03%	222,156 $25.3 Million
Q3 2019 Oct 22, 2019	BUY	$112.74 - $115.35 $1.93 Million - $1.98 Million	17,142 Added 9.46%	198,305 $22.6 Million
Q2 2019 Jul 31, 2019	BUY	$110.67 - $113.09 $515,611 - $526,886	4,659 Added 2.64%	181,163 $20.5 Million
Q1 2019 May 13, 2019	BUY	$108.82 - $111.36 $17,846 - $18,263	164 Added 0.09%	176,504 $19.6 Million
Q4 2018 Feb 14, 2019	SELL	$106.42 - $109.04 $602,550 - $617,384	-5,662 Reduced 3.11%	176,340 $19.2 Million
Q3 2018 Nov 14, 2018	BUY	$107.7 - $109.4 $14,862 - $15,097	138 Added 0.08%	182,002 $19.6 Million
Q2 2018 Aug 14, 2018	SELL	$107.59 - $109.29 $1.14 Million - $1.16 Million	-10,580 Reduced 5.5%	181,864 $19.8 Million
Q1 2018 May 14, 2018	BUY	$108.23 - $110.72 $2.88 Million - $2.95 Million	26,652 Added 16.08%	192,444 $21 Million
Q4 2017 Feb 13, 2018	BUY	$109.75 - $111.28 $2.96 Million - $3 Million	26,932 Added 19.4%	165,792 $18.4 Million
Q3 2017 Nov 13, 2017	BUY	$110.87 - $111.22 $1.33 Million - $1.33 Million	11,952 Added 9.42%	138,860 $15.4 Million
Q2 2017 Aug 09, 2017	BUY	N/A	126,908	126,908 $14 Million

Others Institutions Holding MUB

# of Institutions

1,661

Shares Held

339M

Call Options Held

697K

Put Options Held

1.36M

View Full List

About ISHARES NATIONAL MUNI BOND ETF

Ticker MUB
Sector ETFs
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Sequoia Financial Advisors, LLC Ishares National Muni Bond ETF Transaction History