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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2024
Q3 2024
|
Lindenwold Advisors
|
BUY
|
- |
4.47K+ 4.12% |
$474K - $485K
|
113K
$12M
|
|
|
Nov 07, 2024
Q3 2024
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-1.23K- 3.04% |
$130K - $133K
|
39.2K
$4.17M
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-2.19K- 0.51% |
$232K - $238K
|
429K
$45.6M
|
|
|
Nov 07, 2024
Q3 2024
|
Elm Partners Management LLC
|
BUY
|
- |
47.6K+ 56.77% |
$5.05M - $5.17M
|
131K
$14M
|
|
|
Nov 07, 2024
Q3 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
43.9K+ 6.51% |
$4.66M - $4.77M
|
718K
$76.3M
|
|
|
Nov 07, 2024
Q3 2024
|
Esg Planning
Santa Clara, CA |
BUY
|
- |
32.5K+ 21.1% |
$3.45M - $3.53M
|
187K
$19.8M
|
|
|
Nov 06, 2024
Q3 2024
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
1.84KNew |
$195K - $200K
|
1.84K
$195K
|
|
|
Nov 06, 2024
Q3 2024
|
Florin Court Capital LLP
|
BUY
|
- |
16.7K+ 122.79% |
$1.77M - $1.82M
|
30.3K
$3.22M
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
9.7K+ 3.27% |
$1.03M - $1.05M
|
306K
$32.6M
|
|
|
Nov 06, 2024
Q3 2024
|
Black Diamond Financial, LLC
|
BUY
|
- |
838+ 1.32% |
$88.9K - $91.1K
|
64.3K
$6.84M
|
|
|
Nov 06, 2024
Q3 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-164- 0.11% |
$17.4K - $17.8K
|
153K
$16.3M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
32K+ 4.11% |
$3.39M - $3.47M
|
810K
$86.1M
|
|
|
Nov 06, 2024
Q3 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
8.52K+ 31.54% |
$904K - $926K
|
35.5K
$3.78M
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
5New |
$531 - $544
|
5
$531
|
|
|
Nov 06, 2024
Q3 2024
|
Tsa Wealth Managment LLC
Houston, TX |
BUY
|
- |
5.44K+ 53.1% |
$577K - $591K
|
15.7K
$1.67M
|
|
|
Nov 06, 2024
Q3 2024
|
Coastline Trust CO
|
BUY
|
- |
2.25KNew |
$239K - $245K
|
2.25K
$239K
|
|
|
Nov 06, 2024
Q3 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-326- 7.28% |
$34.6K - $35.4K
|
4.15K
$441K
|
|
|
Nov 06, 2024
Q3 2024
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
BUY
|
- |
16+ 0.19% |
$1.7K - $1.74K
|
8.34K
$886K
|
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
SELL
|
- |
-18- 13.24% |
$1.91K - $1.96K
|
118
$12.5K
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
1.28K+ 16.37% |
$135K - $139K
|
9.07K
$964K
|
|
|
Nov 06, 2024
Q3 2024
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-183- 3.9% |
$19.4K - $19.9K
|
4.51K
$479K
|
|
|
Nov 06, 2024
Q3 2024
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
5.58K+ 14.91% |
$592K - $607K
|
43K
$4.57M
|
|
|
Nov 06, 2024
Q3 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-283- 39.14% |
$30K - $30.8K
|
440
$46.8K
|
|
|
Nov 06, 2024
Q3 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 06, 2024
Q3 2024
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
25.6K+ 11.29% |
$2.71M - $2.78M
|
252K
$26.8M
|
|
|
Nov 06, 2024
Q3 2024
|
Accredited Investors Inc.
|
BUY
|
- |
5.34K+ 233.44% |
$567K - $581K
|
7.63K
$811K
|
|
|
Nov 06, 2024
Q3 2024
|
Mount Lucas Management LP
Newtown, PA |
BUY
|
- |
319+ 4.85% |
$33.9K - $34.7K
|
6.89K
$733K
|
|
|
Nov 06, 2024
Q3 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
18+ 0.11% |
$1.91K - $1.96K
|
16.4K
$1.75M
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
3.75K+ 2.1% |
$398K - $407K
|
182K
$19.4M
|
|
|
Nov 06, 2024
Q3 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
1.95K+ 16.61% |
$207K - $212K
|
13.7K
$1.46M
|
|
|
Nov 06, 2024
Q3 2024
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-47.9K- 25.35% |
$5.09M - $5.21M
|
141K
$15M
|
|
|
Nov 06, 2024
Q3 2024
|
Obsidian Personal Planning Solutions LLC
|
SELL
|
- |
-93- 3.87% |
$9.87K - $10.1K
|
2.31K
$246K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
701K+ 3.79% |
$74.4M - $76.2M
|
19.2M
$2.04B
|
|
|
Nov 06, 2024
Q3 2024
|
Chesapeake Capital Corp /Il/
Richmond, VA |
BUY
|
- |
3.07K+ 27.92% |
$325K - $333K
|
14K
$1.49M
|
|
|
Nov 05, 2024
Q3 2024
|
First National Trust CO
|
SELL
|
- |
-2.33K- 3.69% |
$247K - $253K
|
60.9K
$6.47M
|
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-298- 5.27% |
$31.6K - $32.4K
|
5.36K
$570K
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-6.36K- 1.06% |
$675K - $691K
|
594K
$63.1M
|
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
16.3K+ 84.87% |
$1.73M - $1.77M
|
35.5K
$3.77M
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
123+ 1.05% |
$13.1K - $13.4K
|
11.8K
$1.26M
|
|
|
Nov 05, 2024
Q3 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
194+ 17.64% |
$20.6K - $21.1K
|
1.29K
$138K
|
|
|
Nov 05, 2024
Q3 2024
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
107+ 1.22% |
$11.4K - $11.6K
|
8.88K
$943K
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
6.92K+ 63.94% |
$735K - $752K
|
17.7K
$1.89M
|
|
|
Nov 05, 2024
Q3 2024
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
4.52KNew |
$479K - $491K
|
4.52K
$480K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-10.7K- 48.35% |
$1.14M - $1.17M
|
11.5K
$1.22M
|
|
|
Nov 05, 2024
Q3 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-46- 0.27% |
$4.88K - $5K
|
16.9K
$1.8M
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
11+ 0.67% |
$1.17K - $1.2K
|
1.65K
$175K
|
|
|
Nov 05, 2024
Q3 2024
|
Hassell Wealth Management, LLC
Houma, LA |
BUY
|
- |
4+ 0.01% |
$425 - $435
|
45.6K
$4.85M
|
|
|
Nov 05, 2024
Q3 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-1.56K- 26.23% |
$166K - $170K
|
4.4K
$468K
|
|
|
Nov 05, 2024
Q3 2024
|
Paulson Wealth Management Inc.
|
BUY
|
- |
1.31K+ 4.81% |
$138K - $142K
|
28.5K
$3.02M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
9.83K+ 17.76% |
$1.04M - $1.07M
|
65.2K
$6.93M
|