Vertex Planning Partners, LLC Ishares National Muni Bond ETF Transaction History

Vertex Planning Partners, LLC

$453 Billion
Q4 2024

A detailed history of Vertex Planning Partners, LLC transactions in Ishares National Muni Bond ETF stock. As of the latest transaction made, Vertex Planning Partners, LLC holds 10,013 shares of MUB stock, worth $1.06 Million. This represents 0.24% of its overall portfolio holdings.

Number of Shares

10,013

Previous 8,467 18.26%

Holding current value

$1.06 Million

Previous $920 Million 16.0%

% of portfolio

0.24%

Previous 0.22%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 12, 2025	BUY	$105.78 - $108.7 $163,535 - $168,050	1,546 Added 18.26%	10,013 $1.07 Billion
Q3 2024 Nov 07, 2024	BUY	$106.13 - $108.7 $75,564 - $77,394	712 Added 9.18%	8,467 $920 Million
Q2 2024 Aug 13, 2024	BUY	$105.37 - $107.16 $74,075 - $75,333	703 Added 9.97%	7,755 $826 Million
Q1 2024 May 13, 2024	BUY	$107.41 - $108.76 $157,140 - $159,115	1,463 Added 26.18%	7,052 $759 Million
Q4 2023 Feb 14, 2024	BUY	$100.97 - $108.77 $192,246 - $207,098	1,904 Added 51.67%	5,589 $606 Million
Q3 2023 Nov 14, 2023	SELL	$102.54 - $107.39 $2,153 - $2,255	-21 Reduced 0.57%	3,685 $378 Million
Q2 2023 Aug 14, 2023	BUY	$105.16 - $108.58 $9,569 - $9,880	91 Added 2.52%	3,706 $396 Million
Q1 2023 May 16, 2023	SELL	$104.99 - $108.49 $325,573 - $336,427	-3,101 Reduced 46.17%	3,615 $389 Million
Q4 2022 Feb 06, 2023	BUY	$101.51 - $106.72 $681,741 - $716,731	6,716 New	6,716 $709 Million

Others Institutions Holding MUB

# of Institutions

1,661

Shares Held

321M

Call Options Held

697K

Put Options Held

1.36M

View Full List

About ISHARES NATIONAL MUNI BOND ETF

Ticker MUB
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Vertex Planning Partners, LLC Ishares National Muni Bond ETF Transaction History