Wescott Financial Advisory Group, LLC Ishares National Muni Bond ETF Transaction History

Wescott Financial Advisory Group, LLC

$862 Million
Q4 2024

A detailed history of Wescott Financial Advisory Group, LLC transactions in Ishares National Muni Bond ETF stock. As of the latest transaction made, Wescott Financial Advisory Group, LLC holds 6,232 shares of MUB stock, worth $659,532. This represents 0.08% of its overall portfolio holdings.

Number of Shares

6,232

Previous 6,189 0.69%

Holding current value

$659,532

Previous $672,000 1.19%

% of portfolio

0.08%

Previous 0.08%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 12, 2025	BUY	$105.78 - $108.7 $4,548 - $4,674	43 Added 0.69%	6,232 $664,000
Q3 2024 Nov 12, 2024	BUY	$106.13 - $108.7 $3,290 - $3,369	31 Added 0.5%	6,189 $672,000
Q2 2024 Aug 14, 2024	BUY	$105.37 - $107.16 $32,875 - $33,433	312 Added 5.34%	6,158 $656,000
Q1 2024 May 13, 2024	BUY	$107.41 - $108.76 $2,255 - $2,283	21 Added 0.36%	5,846 $629,000
Q4 2023 Feb 13, 2024	BUY	$100.97 - $108.77 $807 - $870	8 Added 0.14%	5,825 $631,000
Q3 2023 Nov 09, 2023	SELL	$102.54 - $107.39 $278,498 - $291,671	-2,716 Reduced 31.83%	5,817 $596,000
Q2 2023 Aug 11, 2023	BUY	$105.16 - $108.58 $4,627 - $4,777	44 Added 0.52%	8,533 $910,000
Q1 2023 May 10, 2023	SELL	$104.99 - $108.49 $678,340 - $700,953	-6,461 Reduced 43.22%	8,489 $914,000
Q4 2022 Feb 06, 2023	BUY	$101.51 - $106.72 $1.31 Million - $1.38 Million	12,950 Added 647.5%	14,950 $1.58 Million
Q3 2022 Nov 14, 2022	BUY	$102.55 - $108.59 $205,100 - $217,180	2,000 New	2,000 $205,000

Others Institutions Holding MUB

# of Institutions

1,660

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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Wescott Financial Advisory Group, LLC Ishares National Muni Bond ETF Transaction History