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 25, 2024
Q3 2024
|
Fiducient Advisors LLC
|
BUY
|
- |
4.3KNew |
$456K - $467K
|
4.3K
$454K
|
|
|
Oct 25, 2024
Q3 2024
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
SELL
|
- |
-1.66K- 2.59% |
$176K - $180K
|
62.5K
$6.6M
|
|
|
Oct 25, 2024
Q3 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
6.25K+ 7.21% |
$664K - $680K
|
93K
$9.82M
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-422- 3.24% |
$44.8K - $45.9K
|
12.6K
$1.33M
|
|
|
Oct 24, 2024
Q3 2024
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-1.55K- 5.86% |
$164K - $168K
|
24.9K
$2.63M
|
|
|
Oct 24, 2024
Q3 2024
|
Ff Advisors,Llc
Manhattan Beach, CA |
SELL
|
- |
-935- 11.08% |
$99.2K - $102K
|
7.51K
$793K
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
BUY
|
- |
137+ 1.45% |
$14.5K - $14.9K
|
9.61K
$1.01M
|
|
|
Oct 24, 2024
Q3 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
116+ 2.09% |
$12.3K - $12.6K
|
5.68K
$600K
|
|
|
Oct 24, 2024
Q3 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
5.07K+ 13.84% |
$538K - $551K
|
41.7K
$4.41M
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
13.4K+ 5.94% |
$1.43M - $1.46M
|
240K
$25.3M
|
|
|
Oct 24, 2024
Q3 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
35+ 0.24% |
$3.71K - $3.8K
|
14.5K
$1.53M
|
|
|
Oct 24, 2024
Q3 2024
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-11.6K- 13.69% |
$1.24M - $1.27M
|
73.4K
$7.76M
|
|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-17.9K- 98.4% |
$1.9M - $1.95M
|
291
$30.7K
|
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
5+ 0.05% |
$531 - $544
|
9.54K
$1.01M
|
|
|
Oct 24, 2024
Q3 2024
|
Trust CO Of Virginia
|
BUY
|
- |
92+ 1.02% |
$9.76K - $10K
|
9.11K
$963K
|
|
|
Oct 24, 2024
Q3 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
11.8K+ 6.74% |
$1.26M - $1.29M
|
187K
$19.8M
|
|
|
Oct 24, 2024
Q3 2024
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-42.9K- 10.27% |
$4.55M - $4.66M
|
375K
$39.6M
|
|
|
Oct 24, 2024
Q3 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
2.05KNew |
$218K - $223K
|
2.05K
$217K
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-1.2K- 16.38% |
$127K - $131K
|
6.13K
$648K
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
SELL
|
- |
-134- 4.32% |
$14.2K - $14.6K
|
2.97K
$313K
|
|
|
Oct 24, 2024
Q3 2024
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
2.28K+ 45.81% |
$242K - $248K
|
7.25K
$766K
|
|
|
Oct 24, 2024
Q3 2024
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-173- 1.46% |
$18.4K - $18.8K
|
11.7K
$1.24M
|
|
|
Oct 24, 2024
Q3 2024
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-2.62K- 8.93% |
$278K - $285K
|
26.7K
$2.82M
|
|
|
Oct 24, 2024
Q3 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
27.5K+ 14.65% |
$2.91M - $2.98M
|
215K
$22.7M
|
|
|
Oct 24, 2024
Q3 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
1.6K+ 13.18% |
$170K - $174K
|
13.8K
$1.46M
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-990- 9.15% |
$105K - $108K
|
9.83K
$1.04M
|
|
|
Oct 24, 2024
Q3 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
35+ 0.74% |
$3.71K - $3.8K
|
4.77K
$504K
|
|
|
Oct 24, 2024
Q3 2024
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
1.95K+ 6.8% |
$206K - $211K
|
30.5K
$3.23M
|
|
|
Oct 24, 2024
Q3 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
SELL
|
- |
-38.6K- 81.89% |
$4.09M - $4.19M
|
8.53K
$901K
|
|
|
Oct 24, 2024
Q3 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
204+ 10.06% |
$21.7K - $22.2K
|
2.23K
$236K
|
|
|
Oct 24, 2024
Q3 2024
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
SELL
|
- |
-24- 0.33% |
$2.55K - $2.61K
|
7.14K
$754K
|
|
|
Oct 24, 2024
Q3 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
388+ 39.27% |
$41.2K - $42.2K
|
1.38K
$145K
|
|
|
Oct 24, 2024
Q3 2024
|
Greenspring Advisors, LLC
|
SELL
|
- |
-740- 3.9% |
$78.5K - $80.4K
|
18.3K
$1.93M
|
|
|
Oct 24, 2024
Q3 2024
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
264+ 5.95% |
$28K - $28.7K
|
4.7K
$497K
|
|
|
Oct 24, 2024
Q3 2024
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
583+ 4.69% |
$61.9K - $63.4K
|
13K
$1.38M
|
|
|
Oct 24, 2024
Q3 2024
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-1.05K- 12.94% |
$112K - $114K
|
7.08K
$748K
|
|
|
Oct 24, 2024
Q3 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-1.35K- 7.41% |
$143K - $147K
|
16.9K
$1.78M
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-10.6K- 11.01% |
$1.13M - $1.15M
|
85.9K
$9.07M
|
|
|
Oct 24, 2024
Q3 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
534+ 23.0% |
$56.7K - $58K
|
2.86K
$302K
|
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
900New |
$95.5K - $97.8K
|
900
$95.1K
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-3.58K- 15.53% |
$380K - $389K
|
19.5K
$2.06M
|
|
|
Oct 24, 2024
Q3 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-731- 1.66% |
$77.6K - $79.5K
|
43.4K
$4.58M
|
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
BUY
|
- |
15.8K+ 19.29% |
$1.68M - $1.72M
|
97.9K
$10.3M
|
|
|
Oct 23, 2024
Q3 2024
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-70- 2.66% |
$7.43K - $7.61K
|
2.56K
$270K
|
|
|
Oct 23, 2024
Q3 2024
|
Dt Investment Partners, LLC
|
SELL
|
- |
-752- 74.09% |
$79.8K - $81.7K
|
263
$27.8K
|
|
|
Oct 23, 2024
Q3 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
167+ 2.88% |
$17.7K - $18.2K
|
5.97K
$630K
|
|
|
Oct 23, 2024
Q3 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
17+ 0.19% |
$1.8K - $1.85K
|
8.87K
$937K
|
|
|
Oct 23, 2024
Q3 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
1.88K+ 29.45% |
$200K - $204K
|
8.27K
$874K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
8.93K+ 3.65% |
$948K - $971K
|
254K
$26.8M
|
|
|
Oct 23, 2024
Q3 2024
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
946+ 1.08% |
$100K - $103K
|
88.2K
$9.32M
|