Vista Private Wealth Partners. LLC Ishares National Muni Bond ETF Transaction History

Vista Private Wealth Partners. LLC

$261 Million
Q3 2024

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 13, 2024	SELL	$107.41 - $108.76 $7,303 - $7,395	-68 Reduced 0.78%	8,668 $932,000
Q4 2023 Feb 13, 2024	SELL	$100.97 - $108.77 $81,987 - $88,321	-812 Reduced 8.5%	8,736 $947,000
Q3 2023 Oct 10, 2023	SELL	$102.54 - $107.39 $8,818 - $9,235	-86 Reduced 0.89%	9,548 $979,000
Q2 2023 Jul 17, 2023	SELL	$105.16 - $108.58 $13,565 - $14,006	-129 Reduced 1.32%	9,634 $1.03 Million
Q1 2023 May 09, 2023	SELL	$104.99 - $108.49 $30,447 - $31,462	-290 Reduced 2.88%	9,763 $1.05 Million
Q4 2022 Jan 12, 2023	SELL	$101.51 - $106.72 $383,200 - $402,868	-3,775 Reduced 27.3%	10,053 $0
Q3 2022 Oct 13, 2022	BUY	$102.55 - $108.59 $282,217 - $298,839	2,752 Added 24.85%	13,828 $1.42 Million
Q2 2022 Jul 13, 2022	SELL	$104.73 - $109.51 $186,733 - $195,256	-1,783 Reduced 13.87%	11,076 $1.18 Million
Q1 2022 Apr 13, 2022	SELL	$109.33 - $116.18 $84,730 - $90,039	-775 Reduced 5.68%	12,859 $1.41 Million
Q4 2021 Jan 19, 2022	BUY	$115.39 - $116.62 $5,769 - $5,831	50 Added 0.37%	13,634 $1.58 Million
Q3 2021 Oct 13, 2021	BUY	$116.12 - $117.94 $4,528 - $4,599	39 Added 0.29%	13,584 $1.58 Million
Q2 2021 Jul 14, 2021	SELL	$115.91 - $117.6 $1.63 Million - $1.65 Million	-14,026 Reduced 50.87%	13,545 $1.59 Million
Q1 2021 Apr 14, 2021	SELL	$115.3 - $117.87 $72,177 - $73,786	-626 Reduced 2.22%	27,571 $3.2 Million
Q4 2020 Jan 20, 2021	BUY	$115.08 - $117.2 $72,040 - $73,367	626 Added 2.27%	28,197 $3.3 Million
Q3 2020 Dec 22, 2020	BUY	$115.26 - $117.22 $253,687 - $258,001	2,201 Added 8.68%	27,571 $3.2 Million
Q2 2020 Jul 15, 2020	BUY	$109.93 - $115.44 $474,567 - $498,354	4,317 Added 20.51%	25,370 $2.93 Million
Q1 2020 Apr 16, 2020	BUY	$101.52 - $117.61 $141,112 - $163,477	1,390 Added 7.07%	21,053 $2.31 Million
Q4 2019 Jan 08, 2020	BUY	$113.18 - $114.61 $140,909 - $142,689	1,245 Added 6.76%	19,663 $2.24 Million
Q3 2019 Oct 16, 2019	SELL	$112.74 - $115.35 $29,199 - $29,875	-259 Reduced 1.39%	18,418 $2.1 Million
Q2 2019 Aug 27, 2019	BUY	$110.67 - $113.09 $65,184 - $66,610	589 Added 3.26%	18,677 $2.15 Million
Q1 2019 Apr 18, 2019	BUY	$108.82 - $111.36 $12,623 - $12,917	116 Added 0.65%	18,088 $2 Million
Q4 2018 Feb 14, 2019	BUY	$106.42 - $109.04 $351,398 - $360,050	3,302 Added 22.51%	17,972 $1.97 Million
Q3 2018 Nov 15, 2018	BUY	$107.7 - $109.4 $1.58 Million - $1.6 Million	14,670 New	14,670 $1.57 Million

Others Institutions Holding MUB

# of Institutions

1,516

Shares Held

304M

Call Options Held

506K

Put Options Held

427K

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About ISHARES NATIONAL MUNI BOND ETF

Ticker MUB
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