A detailed history of Shared Vision Wealth Group LLC transactions in Ishares National Muni Bond ETF stock. As of the latest transaction made, Shared Vision Wealth Group LLC holds 8,857 shares of MUB stock, worth $941,321. This represents 0.51% of its overall portfolio holdings.

Number of Shares
8,857
Previous 5,395 64.17%
Holding current value
$941,321
Previous $575 Million 67.38%
% of portfolio
0.51%
Previous 0.33%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

BUY
$106.13 - $108.7 $367,422 - $376,319
3,462 Added 64.17%
8,857 $962 Million
Q2 2024

Jul 23, 2024

BUY
$105.37 - $107.16 $19,598 - $19,931
186 Added 3.57%
5,395 $575 Million
Q1 2024

May 06, 2024

BUY
$107.41 - $108.76 $123,843 - $125,400
1,153 Added 28.43%
5,209 $561 Million
Q4 2023

Feb 07, 2024

BUY
$100.97 - $108.77 $409,534 - $441,171
4,056 New
4,056 $440 Million

Others Institutions Holding MUB

About ISHARES NATIONAL MUNI BOND ETF


  • Ticker MUB
  • Sector ETFs
  • Industry ETFs
More about MUB
Track This Portfolio

Track Shared Vision Wealth Group LLC Portfolio

Follow Shared Vision Wealth Group 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 Shared Vision Wealth Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Shared Vision Wealth Group LLC with notifications on news.