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 01, 2024
Q3 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-1.95K- 22.37% |
$206K - $211K
|
6.75K
$717K
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
600+ 75.0% |
$63.7K - $65.2K
|
1.4K
$149K
|
|
|
Nov 01, 2024
Q3 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
1.19K+ 41.93% |
$126K - $129K
|
4.02K
$427K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
97K+ 4.12% |
$10.3M - $10.5M
|
2.45M
$260M
|
|
|
Nov 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
155+ 1.45% |
$16.5K - $16.8K
|
10.9K
$1.16M
|
|
|
Nov 01, 2024
Q3 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-4.62K- 26.59% |
$490K - $502K
|
12.7K
$1.35M
|
|
|
Nov 01, 2024
Q3 2024
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-87- 1.7% |
$9.23K - $9.46K
|
5.03K
$534K
|
|
|
Nov 01, 2024
Q3 2024
|
Arrow Financial Corp
|
BUY
|
- |
563+ 4.51% |
$59.8K - $61.2K
|
13.1K
$1.39M
|
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
7.86K+ 39.62% |
$834K - $854K
|
27.7K
$2.94M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.27K- 1.54% |
$240K - $246K
|
145K
$15.4M
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
303New |
$32.2K - $32.9K
|
303
$32.2K
|
|
|
Oct 31, 2024
Q3 2024
|
Opus Capital Group, LLC
|
SELL
|
- |
-326- 0.37% |
$34.6K - $35.4K
|
87K
$9.24M
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
1.1K+ 5.35% |
$117K - $119K
|
21.6K
$2.3M
|
|
|
Oct 31, 2024
Q3 2024
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-487- 11.29% |
$51.7K - $52.9K
|
3.83K
$407K
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
1.99K+ 5.51% |
$211K - $216K
|
38.1K
$4.04M
|
|
|
Oct 31, 2024
Q3 2024
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-195- 1.11% |
$20.7K - $21.2K
|
17.4K
$1.85M
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
BUY
|
- |
1.85K+ 5.67% |
$197K - $201K
|
34.5K
$3.67M
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
3.98K+ 7.66% |
$423K - $433K
|
56K
$5.95M
|
|
|
Oct 31, 2024
Q3 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-1.8K- 13.23% |
$191K - $196K
|
11.8K
$1.25M
|
|
|
Oct 31, 2024
Q3 2024
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
62.7K+ 79.64% |
$6.66M - $6.82M
|
142K
$15M
|
|
|
Oct 31, 2024
Q3 2024
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
BUY
|
- |
9.44KNew |
$1M - $1.03M
|
9.44K
$1M
|
|
|
Oct 31, 2024
Q3 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-3- 0.3% |
$318 - $326
|
981
$104K
|
|
|
Oct 31, 2024
Q3 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-439- 18.52% |
$46.6K - $47.7K
|
1.93K
$205K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
775K+ 17.12% |
$82.3M - $84.3M
|
5.3M
$564M
|
|
|
Oct 31, 2024
Q3 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
10+ 0.14% |
$1.06K - $1.09K
|
7.28K
$773K
|
|
|
Oct 31, 2024
Q3 2024
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
7.4KNew |
$785K - $804K
|
7.4K
$786K
|
|
|
Oct 31, 2024
Q3 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-57- 0.48% |
$6.05K - $6.2K
|
11.9K
$1.26M
|
|
|
Oct 31, 2024
Q3 2024
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
SELL
|
- |
-100- 3.62% |
$10.6K - $10.9K
|
2.67K
$283K
|
|
|
Oct 31, 2024
Q3 2024
|
Presidio Capital Management, LLC
|
SELL
|
- |
-1.94K- 43.08% |
$206K - $211K
|
2.56K
$272K
|
|
|
Oct 31, 2024
Q3 2024
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
40+ 0.84% |
$4.25K - $4.35K
|
4.78K
$508K
|
|
|
Oct 31, 2024
Q3 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
2.72K+ 43.84% |
$289K - $296K
|
8.93K
$949K
|
|
|
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
$29.5M
|
|
|
Oct 31, 2024
Q3 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
2.42KNew |
$257K - $263K
|
2.42K
$257K
|
|
|
Oct 31, 2024
Q3 2024
|
Weitzel Financial Services, Inc.
|
BUY
|
- |
2.44K+ 2.82% |
$259K - $266K
|
89K
$9.46M
|
|
|
Oct 31, 2024
Q3 2024
|
Diligent Investors, LLC
|
BUY
|
- |
9+ 0.19% |
$955 - $978
|
4.67K
$497K
|
|
|
Oct 31, 2024
Q3 2024
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
352+ 5.26% |
$37.4K - $38.3K
|
7.04K
$748K
|
|
|
Oct 31, 2024
Q3 2024
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-119- 0.76% |
$12.6K - $12.9K
|
15.5K
$1.65M
|
|
|
Oct 31, 2024
Q3 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-474- 0.16% |
$50.3K - $51.5K
|
301K
$32M
|
|
|
Oct 31, 2024
Q3 2024
|
Burt Wealth Advisors
|
BUY
|
- |
384+ 0.56% |
$40.8K - $41.7K
|
69.2K
$7.35M
|
|
|
Oct 31, 2024
Q3 2024
|
Sonata Capital Group Inc
|
BUY
|
- |
13.2KNew |
$1.4M - $1.43M
|
13.2K
$1.4M
|
|
|
Oct 31, 2024
Q3 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
1.02K+ 44.35% |
$108K - $111K
|
3.32K
$353K
|
|
|
Oct 31, 2024
Q3 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
530+ 2.96% |
$56.2K - $57.6K
|
18.4K
$1.96M
|
|
|
Oct 31, 2024
Q3 2024
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
BUY
|
- |
3.27K+ 12.32% |
$347K - $355K
|
29.8K
$3.16M
|
|
|
Oct 30, 2024
Q3 2024
|
Alpha Centric Advisors LLC
San Juan, PR |
SELL
|
- |
-1- 0.11% |
$106 - $109
|
927
$98.5K
|
|
|
Oct 30, 2024
Q3 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
31+ 2.04% |
$3.29K - $3.37K
|
1.55K
$165K
|
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
2.85K+ 21.03% |
$302K - $309K
|
16.4K
$1.74M
|
|
|
Oct 30, 2024
Q3 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-580- 3.21% |
$61.6K - $63K
|
17.5K
$1.86M
|
|
|
Oct 30, 2024
Q3 2024
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-79- 2.2% |
$8.38K - $8.59K
|
3.5K
$372K
|
|
|
Oct 30, 2024
Q3 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-214- 2.37% |
$22.7K - $23.3K
|
8.82K
$938K
|