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 09, 2024
Q3 2024
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
1.71K+ 42.09% |
$181K - $186K
|
5.77K
$609K
|
|
|
Oct 09, 2024
Q3 2024
|
Capital Insight Partners, LLC
|
BUY
|
- |
10.3K+ 4.31% |
$1.1M - $1.12M
|
250K
$26.4M
|
|
|
Oct 09, 2024
Q3 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
5.96KNew |
$633K - $648K
|
5.96K
$630K
|
|
|
Oct 09, 2024
Q3 2024
|
Albion Financial Group
|
BUY
|
- |
19.5K+ 32.28% |
$2.07M - $2.12M
|
80.1K
$8.46M
|
|
|
Oct 09, 2024
Q3 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-1.64K- 7.22% |
$174K - $178K
|
21.1K
$2.23M
|
|
|
Oct 09, 2024
Q3 2024
|
West Coast Financial LLC
|
SELL
|
- |
-82- 2.07% |
$8.7K - $8.91K
|
3.89K
$411K
|
|
|
Oct 09, 2024
Q3 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
56.2K+ 116.24% |
$5.96M - $6.11M
|
105K
$11M
|
|
|
Oct 09, 2024
Q3 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
36+ 1.38% |
$3.82K - $3.91K
|
2.64K
$279K
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-19.6K- 20.61% |
$2.08M - $2.13M
|
75.4K
$7.97M
|
|
|
Oct 09, 2024
Q3 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-1.39K- 2.75% |
$148K - $151K
|
49.2K
$5.19M
|
|
|
Oct 08, 2024
Q3 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-125- 5.11% |
$13.3K - $13.6K
|
2.32K
$245K
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
1.72K+ 34.47% |
$183K - $187K
|
6.72K
$710K
|
|
|
Oct 08, 2024
Q3 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-1.12K- 6.04% |
$119K - $122K
|
17.5K
$1.85M
|
|
|
Oct 08, 2024
Q3 2024
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
131+ 0.22% |
$13.9K - $14.2K
|
59K
$6.23M
|
|
|
Oct 08, 2024
Q3 2024
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-282- 8.85% |
$29.9K - $30.7K
|
2.9K
$307K
|
|
|
Oct 08, 2024
Q3 2024
|
Patten Group, Inc.
|
BUY
|
- |
769+ 4.18% |
$81.6K - $83.6K
|
19.2K
$2.02M
|
|
|
Oct 08, 2024
Q3 2024
|
Wedmont Private Capital
|
BUY
|
- |
2.38K+ 1.12% |
$253K - $259K
|
214K
$22.6M
|
|
|
Oct 08, 2024
Q3 2024
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
13+ 0.28% |
$1.38K - $1.41K
|
4.72K
$498K
|
|
|
Oct 08, 2024
Q3 2024
|
Ironwood Wealth Management, Llc.
|
BUY
|
- |
470+ 0.64% |
$49.9K - $51.1K
|
74.4K
$7.86M
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
6.69K+ 9.66% |
$710K - $727K
|
75.9K
$8.02M
|
|
|
Oct 08, 2024
Q3 2024
|
Evensky & Katz LLC
|
SELL
|
- |
-133- 4.86% |
$14.1K - $14.5K
|
2.6K
$275K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
113K+ 16.61% |
$12M - $12.3M
|
792K
$83.7M
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-667- 11.22% |
$70.8K - $72.5K
|
5.28K
$558K
|
|
|
Oct 08, 2024
Q3 2024
|
Safir Wealth Advisors, LLC
|
BUY
|
- |
780+ 4.05% |
$82.8K - $84.8K
|
20K
$2.12M
|
|
|
Oct 08, 2024
Q3 2024
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
32+ 0.74% |
$3.4K - $3.48K
|
4.35K
$460K
|
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
604New |
$64.1K - $65.7K
|
604
$63.8K
|
|
|
Oct 08, 2024
Q3 2024
|
Act Wealth Management, LLC
|
BUY
|
- |
54+ 1.33% |
$5.73K - $5.87K
|
4.1K
$434K
|
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
2.39K+ 21.58% |
$254K - $260K
|
13.5K
$1.42M
|
|
|
Oct 08, 2024
Q3 2024
|
Helen Stephens Group, LLC
|
SELL
|
- |
-2.39K- 13.71% |
$254K - $260K
|
15K
$1.59M
|
|
|
Oct 08, 2024
Q3 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-190- 5.72% |
$20.2K - $20.7K
|
3.13K
$331K
|
|
|
Oct 08, 2024
Q3 2024
|
Harbor Group, Inc.
|
SELL
|
- |
-2.66K- 3.03% |
$282K - $289K
|
85.2K
$9.01M
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
BUY
|
- |
1.47K+ 608.3% |
$156K - $159K
|
1.71K
$180K
|
|
|
Oct 08, 2024
Q3 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
1.28K+ 5.99% |
$136K - $139K
|
22.6K
$2.39M
|
|
|
Oct 08, 2024
Q3 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
SELL
|
- |
-468- 10.53% |
$49.7K - $50.9K
|
3.98K
$420K
|
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-1.12K- 3.38% |
$119K - $122K
|
32.2K
$3.4M
|
|
|
Oct 07, 2024
Q3 2024
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
525+ 4.14% |
$55.7K - $57.1K
|
13.2K
$1.4M
|
|
|
Oct 07, 2024
Q3 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
432+ 8.73% |
$45.8K - $47K
|
5.38K
$568K
|
|
|
Oct 07, 2024
Q3 2024
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-2.07K- 5.9% |
$220K - $225K
|
33.1K
$3.5M
|
|
|
Oct 07, 2024
Q3 2024
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
10.8K+ 5.83% |
$1.15M - $1.18M
|
196K
$20.7M
|
|
|
Oct 07, 2024
Q3 2024
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-545- 7.76% |
$57.8K - $59.2K
|
6.48K
$684K
|
|
|
Oct 07, 2024
Q3 2024
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
5.24K+ 9.76% |
$556K - $569K
|
58.9K
$6.22M
|
|
|
Oct 07, 2024
Q3 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
967+ 12.78% |
$103K - $105K
|
8.53K
$901K
|
|
|
Oct 07, 2024
Q3 2024
|
Clean Yield Group
|
BUY
|
- |
4+ 0.9% |
$425 - $435
|
450
$47.5K
|
|
|
Oct 07, 2024
Q3 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-5.36K- 17.05% |
$569K - $582K
|
26.1K
$2.75M
|
|
|
Oct 07, 2024
Q3 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
30.6K+ 17.86% |
$3.25M - $3.33M
|
202K
$21.3M
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-3.83K- 3.96% |
$406K - $416K
|
92.8K
$9.8M
|
|
|
Oct 07, 2024
Q3 2024
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
1.6K+ 25.88% |
$170K - $174K
|
7.79K
$823K
|
|
|
Oct 07, 2024
Q3 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-20- 0.77% |
$2.12K - $2.17K
|
2.57K
$271K
|
|
|
Oct 07, 2024
Q3 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-5.28K- 3.76% |
$560K - $574K
|
135K
$14.3M
|
|
|
Oct 07, 2024
Q3 2024
|
Platte River Wealth Advisors, LLC
|
BUY
|
- |
3.75K+ 5.52% |
$398K - $408K
|
71.7K
$7.57M
|