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

Vertex Planning Partners, LLC

  • $361 Billion
  • Q1 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 7,052 shares of MUB stock, worth $754,775. This represents 0.21% of its overall portfolio holdings.

Number of Shares
7,052
Previous 5,589 26.18%
Holding current value
$754,775
Previous $606 Million 25.23%
% of portfolio
0.21%
Previous 0.18%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$101.78 - $106.72 $683,554 - $716,731
6,716 New
6,716 $709 Million

Others Institutions Holding MUB

# of Institutions
1,455
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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