Summit Wealth Group, LLC Ishares National Muni Bond ETF Transaction History

Summit Wealth Group, LLC

  • $342 Million
  • Q1 2025

A detailed history of Summit Wealth Group, LLC transactions in Ishares National Muni Bond ETF stock. As of the latest transaction made, Summit Wealth Group, LLC holds 29,508 shares of MUB stock, worth $3.09 Million. This represents 0.91% of its overall portfolio holdings.

Number of Shares
29,508
Previous 21,047 40.2%
Holding current value
$3.09 Million
Previous $2.24 Million 38.7%
% of portfolio
0.91%
Previous 0.65%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 02, 2025
BUY
$104.71 - $107.69 $885,951 - $911,165
8,461 Added 40.2%
29,508 $3.11 Million
Q3 2024

Nov 08, 2024
SELL
$106.13 - $108.7 $62,722 - $64,241
-591 Reduced 2.73%
21,047 $2.29 Million
Q2 2024

Jul 31, 2024
BUY
$105.37 - $107.16 $2.28 Million - $2.32 Million
21,638 New
21,638 $2.31 Million
Q2 2023

Jul 26, 2023
SELL
$105.16 - $108.58 $255 Million - $263 Million
-2,421,770 Reduced 99.05%
23,282 $2.49 Million
Q1 2023

May 10, 2023
BUY
$104.99 - $108.49 $257 Million - $265 Million
2,445,052 New
2,445,052 $23,000

Others Institutions Holding MUB

# of Institutions
1,674
Shares Held
338M
Call Options Held
940K
Put Options Held
4.43M
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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