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 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
90+ 0.62% |
$9.55K - $9.78K
|
14.6K
$1.55M
|
|
|
Oct 30, 2024
Q3 2024
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-1.71K- 6.2% |
$181K - $185K
|
25.8K
$2.74M
|
|
|
Oct 30, 2024
Q3 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-291- 3.52% |
$30.9K - $31.6K
|
7.97K
$847K
|
|
|
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
$51.7K
|
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
1.45K+ 47.51% |
$154K - $158K
|
4.51K
$479K
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-35- 0.16% |
$3.71K - $3.8K
|
21.7K
$2.31M
|
|
|
Oct 30, 2024
Q3 2024
|
Ballast Advisors LLC
|
SELL
|
- |
-54- 0.91% |
$5.73K - $5.87K
|
5.86K
$622K
|
|
|
Oct 30, 2024
Q3 2024
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
5.56K+ 27.23% |
$590K - $604K
|
26K
$2.76M
|
|
|
Oct 30, 2024
Q3 2024
|
Armor Investment Advisors, LLC
|
BUY
|
- |
4.11K+ 15.48% |
$436K - $447K
|
30.7K
$3.26M
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-21.5K- 5.39% |
$2.28M - $2.33M
|
377K
$40M
|
|
|
Oct 30, 2024
Q3 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
1.68K+ 9.21% |
$178K - $183K
|
19.9K
$2.12M
|
|
|
Oct 30, 2024
Q3 2024
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
1.1K+ 7.93% |
$117K - $120K
|
15K
$1.59M
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
232+ 0.57% |
$24.6K - $25.2K
|
40.7K
$4.32M
|
|
|
Oct 30, 2024
Q3 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-2.08K- 5.99% |
$220K - $226K
|
32.6K
$3.46M
|
|
|
Oct 30, 2024
Q3 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
699K+ 373.77% |
$74.2M - $76M
|
886K
$94.2M
|
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
22.1K+ 30.52% |
$2.35M - $2.4M
|
94.6K
$10M
|
|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
SELL
|
- |
-225- 0.09% |
$23.9K - $24.5K
|
244K
$26M
|
|
|
Oct 30, 2024
Q3 2024
|
Hms Capital Management, LLC
|
BUY
|
- |
467+ 10.34% |
$49.6K - $50.8K
|
4.99K
$530K
|
|
|
Oct 30, 2024
Q3 2024
|
First Citizens Asset Management, Inc.
Raleigh, NC |
BUY
|
- |
22.9K+ 16.85% |
$2.43M - $2.49M
|
159K
$16.9M
|
|
|
Oct 30, 2024
Q3 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
5.57K+ 0.86% |
$591K - $605K
|
654K
$69.5M
|
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-2.94K- 76.28% |
$312K - $320K
|
914
$97.1K
|
|
|
Oct 29, 2024
Q3 2024
|
Symmetry Partners, LLC
|
SELL
|
- |
-385K- 85.4% |
$40.9M - $41.9M
|
65.9K
$7M
|
|
|
Oct 29, 2024
Q3 2024
|
James Investment Research Inc
|
BUY
|
- |
275+ 1.23% |
$29.2K - $29.9K
|
22.7K
$2.41M
|
|
|
Oct 29, 2024
Q3 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
1.84K+ 27.61% |
$195K - $200K
|
8.51K
$904K
|
|
|
Oct 29, 2024
Q3 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
401+ 1.14% |
$42.6K - $43.6K
|
35.4K
$3.77M
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
799+ 40.97% |
$84.8K - $86.9K
|
2.75K
$292K
|
|
|
Oct 29, 2024
Q3 2024
|
Lansing Street Advisors
|
BUY
|
- |
86+ 0.56% |
$9.13K - $9.35K
|
15.6K
$1.65M
|
|
|
Oct 29, 2024
Q3 2024
|
Kanawha Capital Management LLC
|
BUY
|
- |
2.23KNew |
$236K - $242K
|
2.23K
$237K
|
|
|
Oct 29, 2024
Q3 2024
|
Brooklyn Fi, LLC
New York, NY |
SELL
|
- |
-2.49K- 2.24% |
$264K - $271K
|
109K
$11.6M
|
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-4.11K- 1.56% |
$436K - $447K
|
260K
$27.6M
|
|
|
Oct 29, 2024
Q3 2024
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
SELL
|
- |
-187- 3.48% |
$19.8K - $20.3K
|
5.18K
$551K
|
|
|
Oct 29, 2024
Q3 2024
|
Harvey Capital Management Inc
|
SELL
|
- |
-90- 3.46% |
$9.55K - $9.78K
|
2.51K
$267K
|
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
3.35K+ 3.12% |
$355K - $364K
|
111K
$11.8M
|
|
|
Oct 29, 2024
Q3 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
584KNew |
$62M - $63.5M
|
584K
$62.1M
|
|
|
Oct 29, 2024
Q3 2024
|
Nvwm, LLC
|
BUY
|
- |
3.74KNew |
$397K - $407K
|
3.74K
$398K
|
|
|
Oct 29, 2024
Q3 2024
|
Sofi Wealth, LLC
|
BUY
|
- |
42.3K+ 9.55% |
$4.49M - $4.6M
|
485K
$51.6M
|
|
|
Oct 29, 2024
Q3 2024
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
6.39K+ 3.25% |
$678K - $695K
|
203K
$21.6M
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-49- 14.45% |
$5.2K - $5.33K
|
290
$30.8K
|
|
|
Oct 29, 2024
Q3 2024
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
5.22K+ 2.62% |
$554K - $567K
|
205K
$21.8M
|
|
|
Oct 29, 2024
Q3 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
6.67K+ 22.29% |
$708K - $725K
|
36.6K
$3.89M
|
|
|
Oct 29, 2024
Q3 2024
|
Silicon Valley Capital Partners
|
SELL
|
- |
-126- 8.67% |
$13.4K - $13.7K
|
1.33K
$141K
|
|
|
Oct 29, 2024
Q3 2024
|
Pds Planning, Inc
|
BUY
|
- |
7.64K+ 9.62% |
$810K - $830K
|
87K
$9.25M
|
|
|
Oct 29, 2024
Q3 2024
|
Leeward Financial Partners, LLC
|
BUY
|
- |
535+ 1.84% |
$56.8K - $58.2K
|
29.6K
$3.15M
|
|
|
Oct 29, 2024
Q3 2024
|
Lutz Financial Services LLC
|
BUY
|
- |
11.7K+ 4.03% |
$1.24M - $1.27M
|
301K
$32M
|
|
|
Oct 29, 2024
Q3 2024
|
Mosaic Advisors LLC
Houston, TX |
SELL
|
- |
-21.6K- 6.71% |
$2.29M - $2.35M
|
300K
$31.9M
|
|
|
Oct 28, 2024
Q3 2024
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
319+ 8.13% |
$33.9K - $34.7K
|
4.25K
$451K
|
|
|
Oct 28, 2024
Q3 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
708+ 5.9% |
$75.1K - $77K
|
12.7K
$1.35M
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
3.11K+ 28300.0% |
$330K - $338K
|
3.12K
$332K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.77K+ 1.88% |
$506K - $519K
|
259K
$27.5M
|