Latest Institutional Transactions on Ishares National Muni Bond ETF (MUB)
This table provides information on the latest institutional transactions involving Ishares National Muni Bond ETF (MUB) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2024
Q3 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-57- 0.48% |
$6.05K - $6.2K
|
11.9K
$1.25M
|
|
|
Oct 31, 2024
Q3 2024
|
Financial Strategies Group, Inc.
|
BUY
|
- |
5.75K+ 47.1% |
$610K - $624K
|
17.9K
$1.9M
|
|
|
Oct 31, 2024
Q3 2024
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
SELL
|
- |
-100- 3.62% |
$10.6K - $10.9K
|
2.67K
$282K
|
|
|
Oct 31, 2024
Q3 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
7+ 0.14% |
$743 - $761
|
4.99K
$527K
|
|
|
Oct 31, 2024
Q3 2024
|
Presidio Capital Management, LLC
|
SELL
|
- |
-1.94K- 43.08% |
$206K - $211K
|
2.56K
$270K
|
|
|
Oct 31, 2024
Q3 2024
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
40+ 0.84% |
$4.25K - $4.35K
|
4.78K
$505K
|
|
|
Oct 31, 2024
Q3 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
2.72K+ 43.84% |
$289K - $296K
|
8.93K
$943K
|
|
|
Oct 31, 2024
Q3 2024
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-285- 2.52% |
$30.2K - $31K
|
11K
$1.17M
|
|
|
Oct 31, 2024
Q3 2024
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-16.4K- 5.59% |
$1.75M - $1.79M
|
278K
$29.3M
|
|
|
Oct 31, 2024
Q3 2024
|
Defined Wealth Management, LLC
|
BUY
|
- |
1.9KNew |
$201K - $206K
|
1.9K
$200K
|
|
|
Oct 31, 2024
Q3 2024
|
Montecito Bank & Trust
|
BUY
|
- |
42.6KNew |
$4.52M - $4.63M
|
42.6K
$4.5M
|
|
|
Oct 31, 2024
Q3 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
2.42KNew |
$257K - $263K
|
2.42K
$256K
|
|
|
Oct 31, 2024
Q3 2024
|
Weitzel Financial Services, Inc.
|
BUY
|
- |
2.44K+ 2.82% |
$259K - $266K
|
89K
$9.4M
|
|
|
Oct 31, 2024
Q3 2024
|
Diligent Investors, LLC
|
BUY
|
- |
9+ 0.19% |
$955 - $978
|
4.67K
$494K
|
|
|
Oct 31, 2024
Q3 2024
|
Rhs Financial, LLC
|
BUY
|
- |
4.22KNew |
$448K - $459K
|
4.22K
$446K
|
|
|
Oct 31, 2024
Q3 2024
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
352+ 5.26% |
$37.4K - $38.3K
|
7.04K
$744K
|
|
|
Oct 31, 2024
Q3 2024
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-119- 0.76% |
$12.6K - $12.9K
|
15.5K
$1.64M
|
|
|
Oct 31, 2024
Q3 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-474- 0.16% |
$50.3K - $51.5K
|
301K
$31.8M
|
|
|
Oct 31, 2024
Q3 2024
|
Burt Wealth Advisors
|
BUY
|
- |
384+ 0.56% |
$40.8K - $41.7K
|
69.2K
$7.31M
|
|
|
Oct 31, 2024
Q3 2024
|
4 J Wealth Management LLC
|
SELL
|
- |
-320- 3.21% |
$34K - $34.8K
|
9.66K
$1.02M
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-1.81K- 3.27% |
$192K - $197K
|
53.4K
$5.65M
|
|
|
Oct 31, 2024
Q3 2024
|
Sonata Capital Group Inc
|
BUY
|
- |
13.2KNew |
$1.4M - $1.43M
|
13.2K
$1.39M
|
|
|
Oct 31, 2024
Q3 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
1.02K+ 44.35% |
$108K - $111K
|
3.32K
$351K
|
|
|
Oct 31, 2024
Q3 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
530+ 2.96% |
$56.2K - $57.6K
|
18.4K
$1.95M
|
|
|
Oct 31, 2024
Q3 2024
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
BUY
|
- |
3.27K+ 12.32% |
$347K - $355K
|
29.8K
$3.15M
|
|
|
Oct 30, 2024
Q3 2024
|
Alpha Centric Advisors LLC
San Juan, PR |
SELL
|
- |
-1- 0.11% |
$106 - $109
|
927
$97.9K
|
|
|
Oct 30, 2024
Q3 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.6K+ 2.81% |
$170K - $174K
|
58.6K
$6.19M
|
|
|
Oct 30, 2024
Q3 2024
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-372- 2.63% |
$39.5K - $40.4K
|
13.8K
$1.46M
|
|
|
Oct 30, 2024
Q3 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
31+ 2.04% |
$3.29K - $3.37K
|
1.55K
$164K
|
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
2.85K+ 21.03% |
$302K - $309K
|
16.4K
$1.73M
|
|
|
Oct 30, 2024
Q3 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-580- 3.21% |
$61.6K - $63K
|
17.5K
$1.85M
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-2.12K- 17.49% |
$225K - $231K
|
10K
$1.06M
|
|
|
Oct 30, 2024
Q3 2024
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-79- 2.2% |
$8.38K - $8.59K
|
3.5K
$370K
|
|
|
Oct 30, 2024
Q3 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-214- 2.37% |
$22.7K - $23.3K
|
8.82K
$932K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
90+ 0.62% |
$9.55K - $9.78K
|
14.6K
$1.54M
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.44K- 41.1% |
$152K - $156K
|
2.06K
$217K
|
|
|
Oct 30, 2024
Q3 2024
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-1.71K- 6.2% |
$181K - $185K
|
25.8K
$2.73M
|
|
|
Oct 30, 2024
Q3 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-291- 3.52% |
$30.9K - $31.6K
|
7.97K
$842K
|
|
|
Oct 30, 2024
Q3 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-923- 17.56% |
$98K - $100K
|
4.33K
$458K
|
|
|
Oct 30, 2024
Q3 2024
|
Cv Advisors LLC
Aventura, FL |
BUY
|
- |
927+ 6.46% |
$98.4K - $101K
|
15.3K
$1.62M
|
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-121- 19.93% |
$12.8K - $13.2K
|
486
$51.3K
|
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
1.45K+ 47.51% |
$154K - $158K
|
4.51K
$477K
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-35- 0.16% |
$3.71K - $3.8K
|
21.7K
$2.29M
|
|
|
Oct 30, 2024
Q3 2024
|
Ballast Advisors LLC
|
SELL
|
- |
-54- 0.91% |
$5.73K - $5.87K
|
5.86K
$619K
|
|
|
Oct 30, 2024
Q3 2024
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
5.56K+ 27.23% |
$590K - $604K
|
26K
$2.74M
|
|
|
Oct 30, 2024
Q3 2024
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
4.03K+ 2.19% |
$427K - $438K
|
188K
$19.8M
|
|
|
Oct 30, 2024
Q3 2024
|
Armor Investment Advisors, LLC
|
BUY
|
- |
4.11K+ 15.48% |
$436K - $447K
|
30.7K
$3.24M
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-21.5K- 5.39% |
$2.28M - $2.33M
|
377K
$39.8M
|
|
|
Oct 30, 2024
Q3 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
1.68K+ 9.21% |
$178K - $183K
|
19.9K
$2.1M
|
|
|
Oct 30, 2024
Q3 2024
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
1.1K+ 7.93% |
$117K - $120K
|
15K
$1.58M
|