Summit Wealth & Retirement Planning, Inc. Ishares National Muni Bond ETF Transaction History

Summit Wealth & Retirement Planning, Inc.

$300 Million
Q3 2024

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Oct 25, 2023	BUY	$102.54 - $107.39 $319,617 - $334,734	3,117 Added 5.95%	55,500 $5.69 Million
Q2 2023 Jul 26, 2023	SELL	$105.16 - $108.58 $315,480 - $325,740	-3,000 Reduced 5.42%	52,383 $5.59 Million
Q1 2023 May 11, 2023	BUY	$104.99 - $108.49 $860,918 - $889,618	8,200 Added 17.38%	55,383 $5.97 Million
Q4 2022 Feb 09, 2023	SELL	$101.51 - $106.72 $4.15 Million - $4.37 Million	-40,915 Reduced 46.44%	47,183 $4.98 Million
Q3 2022 Nov 10, 2022	BUY	$102.55 - $108.59 $3.54 Million - $3.75 Million	34,552 Added 64.53%	88,098 $9.04 Million
Q2 2022 Aug 02, 2022	SELL	$104.73 - $109.51 $278,791 - $291,515	-2,662 Reduced 4.74%	53,546 $5.7 Million
Q1 2022 May 12, 2022	SELL	$109.33 - $116.18 $5.43 Million - $5.77 Million	-49,638 Reduced 46.9%	56,208 $6.16 Million
Q4 2021 Feb 03, 2022	BUY	$115.39 - $116.62 $40,386 - $40,817	350 Added 0.33%	105,846 $12.3 Million
Q3 2021 Nov 12, 2021	BUY	$116.12 - $117.94 $52,486 - $53,308	452 Added 0.43%	105,496 $12.3 Million
Q2 2021 Aug 13, 2021	SELL	$115.91 - $117.6 $267,172 - $271,068	-2,305 Reduced 2.15%	105,044 $12.3 Million
Q1 2021 May 10, 2021	BUY	$115.3 - $117.87 $1.61 Million - $1.65 Million	14,003 Added 15.0%	107,349 $12.5 Million
Q4 2020 Feb 09, 2021	BUY	$115.08 - $117.2 $201,390 - $205,100	1,750 Added 1.91%	93,346 $10.9 Million
Q3 2020 Nov 10, 2020	BUY	$115.26 - $117.22 $3.41 Million - $3.47 Million	29,574 Added 47.68%	91,596 $10.6 Million
Q2 2020 Aug 13, 2020	BUY	$109.93 - $115.44 $196,884 - $206,753	1,791 Added 2.97%	62,022 $7.16 Million
Q1 2020 May 11, 2020	BUY	$101.52 - $117.61 $277,352 - $321,310	2,732 Added 4.75%	60,231 $6.81 Million
Q4 2019 Feb 10, 2020	BUY	$113.18 - $114.61 $2.41 Million - $2.44 Million	21,315 Added 58.91%	57,499 $6.55 Million
Q3 2019 Nov 12, 2019	BUY	$112.74 - $115.35 $222,774 - $227,931	1,976 Added 5.78%	36,184 $4.13 Million
Q2 2019 Aug 06, 2019	SELL	$110.67 - $113.09 $41,943 - $42,861	-379 Reduced 1.1%	34,208 $3.87 Million
Q1 2019 May 08, 2019	BUY	$108.82 - $111.36 $343,653 - $351,674	3,158 Added 10.05%	34,587 $3.85 Million
Q4 2018 Feb 08, 2019	BUY	$106.42 - $109.04 $3.34 Million - $3.43 Million	31,429 New	31,429 $3.43 Million

Others Institutions Holding MUB

# of Institutions

1,509

Shares Held

304M

Call Options Held

506K

Put Options Held

427K

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About ISHARES NATIONAL MUNI BOND ETF

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