Sound View Wealth Advisors Group, LLC Ishares National Muni Bond ETF Transaction History

Sound View Wealth Advisors Group, LLC

$1.23 Billion
Q4 2024

A detailed history of Sound View Wealth Advisors Group, LLC transactions in Ishares National Muni Bond ETF stock. As of the latest transaction made, Sound View Wealth Advisors Group, LLC holds 7,659 shares of MUB stock, worth $802,127. This represents 0.07% of its overall portfolio holdings.

Number of Shares

7,659

Previous 8,090 5.33%

Holding current value

$802,127

Previous $878,000 7.06%

% of portfolio

0.07%

Previous 0.07%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	SELL	$105.78 - $108.7 $45,591 - $46,849	-431 Reduced 5.33%	7,659 $816,000
Q3 2024 Nov 12, 2024	SELL	$106.13 - $108.7 $42,345 - $43,371	-399 Reduced 4.7%	8,090 $878,000
Q2 2024 Aug 05, 2024	BUY	$105.37 - $107.16 $16,332 - $16,609	155 Added 1.86%	8,489 $904,000
Q1 2024 May 09, 2024	SELL	$107.41 - $108.76 $4,726 - $4,785	-44 Reduced 0.53%	8,334 $896,000
Q4 2023 Feb 08, 2024	SELL	$100.97 - $108.77 $100,970 - $108,770	-1,000 Reduced 10.66%	8,378 $908,000
Q3 2023 Nov 07, 2023	SELL	$102.54 - $107.39 $4,409 - $4,617	-43 Reduced 0.46%	9,378 $961,000
Q2 2023 Aug 08, 2023	SELL	$105.16 - $108.58 $12,619 - $13,029	-120 Reduced 1.26%	9,421 $1.01 Million
Q1 2023 May 12, 2023	BUY	$104.99 - $108.49 $474,869 - $490,700	4,523 Added 90.14%	9,541 $1.03 Million
Q4 2022 Feb 08, 2023	SELL	$101.51 - $106.72 $928,816 - $976,488	-9,150 Reduced 64.58%	5,018 $529,000
Q3 2021 Oct 21, 2021	SELL	$116.12 - $117.94 $464,712 - $471,995	-4,002 Reduced 22.03%	14,168 $1.65 Million
Q1 2021 Apr 28, 2021	BUY	$115.3 - $117.87 $47,042 - $48,090	408 Added 2.3%	18,170 $2.11 Million
Q4 2020 Feb 02, 2021	SELL	$115.08 - $117.2 $86,310 - $87,900	-750 Reduced 4.05%	17,762 $2.08 Million
Q3 2020 Nov 09, 2020	SELL	$115.26 - $117.22 $61,779 - $62,829	-536 Reduced 2.81%	18,512 $2.15 Million
Q2 2020 Aug 07, 2020	SELL	$109.93 - $115.44 $29,021 - $30,476	-264 Reduced 1.37%	19,048 $2.2 Million
Q1 2020 May 12, 2020	BUY	$101.52 - $117.61 $147,204 - $170,534	1,450 Added 8.12%	19,312 $2.18 Million
Q4 2019 Jan 27, 2020	BUY	$113.18 - $114.61 $452,720 - $458,440	4,000 Added 28.86%	17,862 $2.04 Million
Q3 2019 Nov 07, 2019	BUY	$112.74 - $115.35 $112,740 - $115,350	1,000 Added 7.77%	13,862 $1.58 Million
Q2 2019 Aug 07, 2019	BUY	$110.67 - $113.09 $1.42 Million - $1.45 Million	12,862 New	12,862 $1.46 Million

Others Institutions Holding MUB

# of Institutions

1,663

Shares Held

338M

Call Options Held

697K

Put Options Held

1.36M

View Full List

About ISHARES NATIONAL MUNI BOND ETF

Ticker MUB
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Sound View Wealth Advisors Group, LLC Ishares National Muni Bond ETF Transaction History