Smallwood Wealth Investment Management, LLC Ishares National Muni Bond ETF Transaction History

Smallwood Wealth Investment Management, LLC

  • $126 Million
  • Q2 2024

A detailed history of Smallwood Wealth Investment Management, LLC transactions in Ishares National Muni Bond ETF stock. As of the latest transaction made, Smallwood Wealth Investment Management, LLC holds 28,054 shares of MUB stock, worth $3.01 Million. This represents 2.36% of its overall portfolio holdings.

Number of Shares
28,054
Previous 35,443 20.85%
Holding current value
$3.01 Million
Previous $3.81 Million 21.61%
% of portfolio
2.36%
Previous 2.97%

Shares

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

Jul 26, 2024
SELL
$105.37 - $107.16 $778,578 - $791,805
-7,389 Reduced 20.85%
28,054 $2.99 Million
Q1 2024

Apr 24, 2024
SELL
$107.41 - $108.76 $4,403 - $4,459
-41 Reduced 0.12%
35,443 $3.81 Million
Q4 2023

Jan 23, 2024
SELL
$100.97 - $108.77 $32,916 - $35,459
-326 Reduced 0.91%
35,484 $3.85 Million
Q3 2023

Oct 31, 2023
SELL
$102.54 - $107.39 $717 - $751
-7 Reduced 0.02%
35,810 $3.67 Million
Q2 2023

Jul 17, 2023
SELL
$105.16 - $108.58 $11,567 - $11,943
-110 Reduced 0.31%
35,817 $3.82 Million
Q1 2023

Apr 25, 2023
SELL
$104.99 - $108.49 $62,889 - $64,985
-599 Reduced 1.64%
35,927 $3.87 Million
Q4 2022

Feb 14, 2023
SELL
$101.78 - $106.72 $20,661 - $21,664
-203 Reduced 0.55%
36,526 $3.85 Million
Q3 2022

Nov 14, 2022
BUY
$103.36 - $108.59 $3.8 Million - $3.99 Million
36,729 New
36,729 $3.77 Million

Others Institutions Holding MUB

# of Institutions
1,439
Shares Held
282M
Call Options Held
1.73M
Put Options Held
2.2M
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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