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 15, 2024
Q3 2024
|
Htlf Bank
Denver, CO |
BUY
|
- |
849+ 9.16% |
$90.1K - $92.3K
|
10.1K
$1.07M
|
|
Oct 15, 2024
Q3 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-702- 3.43% |
$74.5K - $76.3K
|
19.8K
$2.09M
|
|
Oct 15, 2024
Q3 2024
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-434- 1.44% |
$46.1K - $47.2K
|
29.8K
$3.15M
|
|
Oct 15, 2024
Q3 2024
|
Parkside Investments, LLC
|
SELL
|
- |
-24.6K- 16.41% |
$2.61M - $2.67M
|
125K
$13.2M
|
|
Oct 15, 2024
Q3 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
13.1K+ 9.97% |
$1.39M - $1.42M
|
144K
$15.3M
|
|
Oct 15, 2024
Q3 2024
|
Olio Financial Planning
|
BUY
|
- |
21+ 0.25% |
$2.23K - $2.28K
|
8.57K
$905K
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-31- 31.31% |
$3.29K - $3.37K
|
68
$7.18K
|
|
Oct 15, 2024
Q3 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
17.2K+ 6.41% |
$1.83M - $1.87M
|
286K
$30.3M
|
|
Oct 15, 2024
Q3 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
15New |
$1.59K - $1.63K
|
15
$1.58K
|
|
Oct 11, 2024
Q3 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-2.16K- 4.26% |
$229K - $235K
|
48.5K
$5.13M
|
|
Oct 11, 2024
Q3 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
15+ 0.21% |
$1.59K - $1.63K
|
7.14K
$754K
|
|
Oct 11, 2024
Q3 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
1.45K+ 22.47% |
$154K - $158K
|
7.91K
$836K
|
|
Oct 11, 2024
Q3 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
1+ 0.01% |
$106 - $109
|
7.81K
$825K
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
912+ 361.9% |
$96.8K - $99.1K
|
1.16K
$123K
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
492+ 2.49% |
$52.2K - $53.5K
|
20.2K
$2.14M
|
|
Oct 11, 2024
Q3 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
16.4K+ 9.43% |
$1.74M - $1.79M
|
191K
$20.1M
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
723K+ 6.08% |
$76.8M - $78.6M
|
12.6M
$1.33B
|
|
Oct 11, 2024
Q3 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
78+ 3.85% |
$8.28K - $8.48K
|
2.11K
$222K
|
|
Oct 11, 2024
Q3 2024
|
Cx Institutional
|
BUY
|
- |
5.37K+ 3.03% |
$570K - $583K
|
183K
$19.3M
|
|
Oct 11, 2024
Q3 2024
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
400+ 3.37% |
$42.5K - $43.5K
|
12.3K
$1.3M
|
|
Oct 11, 2024
Q3 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
15+ 0.02% |
$1.59K - $1.63K
|
93.2K
$9.84M
|
|
Oct 11, 2024
Q3 2024
|
Grove Bank & Trust
|
BUY
|
- |
707+ 2.32% |
$75K - $76.9K
|
31.2K
$3.3M
|
|
Oct 11, 2024
Q3 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
9.67K+ 16.59% |
$1.03M - $1.05M
|
68K
$7.18M
|
|
Oct 11, 2024
Q3 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-800- 2.84% |
$84.9K - $87K
|
27.4K
$2.89M
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
1.71K+ 8.51% |
$181K - $186K
|
21.8K
$2.3M
|
|
Oct 11, 2024
Q3 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-9.42K- 0.84% |
$1M - $1.02M
|
1.11M
$117M
|
|
Oct 11, 2024
Q3 2024
|
Occidental Asset Management, LLC
|
SELL
|
- |
-259- 12.02% |
$27.5K - $28.2K
|
1.9K
$200K
|
|
Oct 10, 2024
Q3 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
273+ 3.55% |
$29K - $29.7K
|
7.96K
$841K
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-193- 5.3% |
$20.5K - $21K
|
3.45K
$364K
|
|
Oct 10, 2024
Q3 2024
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
9.32KNew |
$990K - $1.01M
|
9.32K
$985K
|
|
Oct 10, 2024
Q3 2024
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
7.27K+ 3.44% |
$771K - $790K
|
218K
$23.1M
|
|
Oct 10, 2024
Q3 2024
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-400- 5.88% |
$42.5K - $43.5K
|
6.41K
$677K
|
|
Oct 10, 2024
Q3 2024
|
Paragon Capital Management LTD
|
SELL
|
- |
-15- 0.39% |
$1.59K - $1.63K
|
3.79K
$401K
|
|
Oct 10, 2024
Q3 2024
|
Asio Capital, LLC
|
BUY
|
- |
4.95K+ 2.41% |
$526K - $538K
|
211K
$22.3M
|
|
Oct 10, 2024
Q3 2024
|
First Affirmative Financial Network
|
SELL
|
- |
-301- 6.72% |
$31.9K - $32.7K
|
4.18K
$441K
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
208+ 2.18% |
$22.1K - $22.6K
|
9.75K
$1.03M
|
|
Oct 10, 2024
Q3 2024
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-2.91K- 7.53% |
$308K - $316K
|
35.7K
$3.77M
|
|
Oct 10, 2024
Q3 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
BUY
|
- |
5.21K+ 17.83% |
$553K - $566K
|
34.4K
$3.64M
|
|
Oct 10, 2024
Q3 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
2.34KNew |
$248K - $254K
|
2.34K
$247K
|
|
Oct 10, 2024
Q3 2024
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-1K- 6.22% |
$106K - $109K
|
15.1K
$1.59M
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-7.66K- 8.21% |
$813K - $832K
|
85.6K
$9.04M
|
|
Oct 10, 2024
Q3 2024
|
Cra Financial Services, LLC
|
SELL
|
- |
-300- 11.15% |
$31.8K - $32.6K
|
2.39K
$253K
|
|
Oct 10, 2024
Q3 2024
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-3.18K- 8.8% |
$338K - $346K
|
33K
$3.49M
|
|
Oct 10, 2024
Q3 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-1.26K- 11.34% |
$134K - $137K
|
9.85K
$1.04M
|
|
Oct 09, 2024
Q3 2024
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
72+ 1.0% |
$7.64K - $7.83K
|
7.31K
$772K
|
|
Oct 09, 2024
Q3 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
23.2K+ 12.93% |
$2.47M - $2.52M
|
203K
$21.4M
|
|
Oct 09, 2024
Q3 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
7.7K+ 373.11% |
$817K - $837K
|
9.77K
$1.03M
|
|
Oct 09, 2024
Q3 2024
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-340- 1.31% |
$36.1K - $37K
|
25.7K
$2.72M
|
|
Oct 09, 2024
Q3 2024
|
Life Pro Asset Management
|
SELL
|
- |
-2.25K- 18.19% |
$239K - $245K
|
10.1K
$1.07M
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
306+ 2.81% |
$32.5K - $33.3K
|
11.2K
$1.18M
|