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 07, 2024
Q3 2024
|
Prosperity Planning, Inc.
|
BUY
|
- |
111+ 0.41% |
$11.8K - $12.1K
|
27.5K
$2.91M
|
|
|
Oct 07, 2024
Q3 2024
|
Kwmg, LLC
|
BUY
|
- |
955+ 3.32% |
$101K - $104K
|
29.7K
$3.14M
|
|
|
Oct 07, 2024
Q3 2024
|
Cypress Financial Planning LLC
|
BUY
|
- |
370+ 11.07% |
$39.3K - $40.2K
|
3.71K
$392K
|
|
|
Oct 07, 2024
Q3 2024
|
Foster Group, Inc.
|
BUY
|
- |
14.8K+ 3.15% |
$1.57M - $1.61M
|
485K
$51.2M
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-49.4K- 19.27% |
$5.24M - $5.37M
|
207K
$21.9M
|
|
|
Oct 07, 2024
Q3 2024
|
Myecfo, LLC
La Jolla, CA |
SELL
|
- |
-2.13K- 10.88% |
$226K - $232K
|
17.5K
$1.84M
|
|
|
Oct 07, 2024
Q3 2024
|
Shotwell Rutter Baer Inc
Lansing, MI |
SELL
|
- |
-14- 0.18% |
$1.49K - $1.52K
|
7.57K
$800K
|
|
|
Oct 07, 2024
Q3 2024
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
95+ 0.78% |
$10.1K - $10.3K
|
12.3K
$1.3M
|
|
|
Oct 07, 2024
Q3 2024
|
Twele Capital Management, Inc.
|
SELL
|
- |
-2.48K- 23.06% |
$263K - $270K
|
8.28K
$874K
|
|
|
Oct 07, 2024
Q3 2024
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
14.2K+ 5.25% |
$1.51M - $1.55M
|
285K
$30.2M
|
|
|
Oct 07, 2024
Q3 2024
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
851+ 0.88% |
$90.3K - $92.5K
|
97.8K
$10.3M
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-2.1K- 6.05% |
$223K - $228K
|
32.6K
$3.44M
|
|
|
Oct 04, 2024
Q3 2024
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
5.58K+ 9.32% |
$592K - $607K
|
65.5K
$6.92M
|
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
38+ 5.24% |
$4.03K - $4.13K
|
763
$80.6K
|
|
|
Oct 04, 2024
Q3 2024
|
Lwmg, LLC
Lake Elmo, MN |
SELL
|
- |
-253- 9.63% |
$26.9K - $27.5K
|
2.37K
$251K
|
|
|
Oct 04, 2024
Q3 2024
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
1.47K+ 7.78% |
$156K - $159K
|
20.3K
$2.15M
|
|
|
Oct 04, 2024
Q3 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
26+ 0.09% |
$2.76K - $2.83K
|
29K
$3.06M
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-66.6K- 78.2% |
$7.07M - $7.24M
|
18.6K
$1.96M
|
|
|
Oct 04, 2024
Q3 2024
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
3.81KNew |
$405K - $414K
|
3.81K
$403K
|
|
|
Oct 04, 2024
Q3 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
565+ 2.2% |
$60K - $61.4K
|
26.3K
$2.78M
|
|
|
Oct 03, 2024
Q3 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
35.4K+ 29.14% |
$3.76M - $3.85M
|
157K
$16.6M
|
|
|
Oct 03, 2024
Q3 2024
|
Curbstone Financial Management Corp
|
SELL
|
- |
-10.1K- 21.03% |
$1.07M - $1.09M
|
37.7K
$3.99M
|
|
|
Oct 03, 2024
Q3 2024
|
Presilium Private Wealth, LLC
Radnor, PA |
SELL
|
- |
-929- 1.98% |
$98.6K - $101K
|
45.9K
$4.85M
|
|
|
Oct 03, 2024
Q3 2024
|
Trust CO
|
SELL
|
- |
-8.57K- 3.87% |
$910K - $932K
|
213K
$22.5M
|
|
|
Oct 03, 2024
Q3 2024
|
Apella Capital, LLC
|
SELL
|
- |
-1.21K- 0.52% |
$128K - $131K
|
232K
$24.5M
|
|
|
Oct 03, 2024
Q3 2024
|
Wiser Wealth Management, Inc
|
SELL
|
- |
-5- 0.1% |
$531 - $544
|
5.19K
$548K
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-24.5K- 2.52% |
$2.6M - $2.67M
|
948K
$100M
|
|
|
Oct 02, 2024
Q3 2024
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
1.92KNew |
$204K - $209K
|
1.92K
$203K
|
|
|
Oct 02, 2024
Q3 2024
|
Whitcomb & Hess, Inc.
|
SELL
|
- |
-27- 0.65% |
$2.87K - $2.93K
|
4.1K
$433K
|
|
|
Oct 02, 2024
Q3 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
1.89K+ 5.61% |
$200K - $205K
|
35.5K
$3.75M
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
403+ 4.61% |
$42.8K - $43.8K
|
9.14K
$966K
|
|
|
Oct 01, 2024
Q3 2024
|
Appleton Partners Inc
|
BUY
|
- |
1.7K+ 71.71% |
$181K - $185K
|
4.08K
$431K
|
|
| Q2 2024 | |||||||
|
Nov 22, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
1.98K+ 2.11% |
$209K - $212K
|
95.8K
$10.1M
|
|
|
Nov 14, 2024
Q2 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
2.71K+ 52.36% |
$286K - $291K
|
7.89K
$834K
|
|
|
Nov 06, 2024
Q2 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-3.44KClosed |
$363K - $369K
|
0
$0
|
|
|
Aug 28, 2024
Q2 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
2.97KNew |
$313K - $318K
|
2.97K
$314K
|
|
|
Aug 21, 2024
Q2 2024
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
2.1KNew |
$222K - $225K
|
2.1K
$222K
|
|
|
Aug 15, 2024
Q2 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
65+ 8.41% |
$6.85K - $6.97K
|
838
$88.5K
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
252+ 720.0% |
$26.6K - $27K
|
287
$30.3K
|
|
|
Aug 14, 2024
Q2 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
1.5K+ 64.27% |
$158K - $160K
|
3.82K
$404K
|
|
|
Aug 14, 2024
Q2 2024
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
5.72KNew |
$602K - $613K
|
5.72K
$604K
|
|
|
Aug 14, 2024
Q2 2024
|
Wfa Of San Diego, LLC
|
BUY
|
- |
1.22KNew |
$128K - $130K
|
1.22K
$128K
|
|
|
Aug 14, 2024
Q2 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
SELL
|
- |
-1.15K- 17.32% |
$121K - $123K
|
5.49K
$580K
|
|
|
Aug 14, 2024
Q2 2024
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-161- 1.03% |
$17K - $17.3K
|
15.5K
$1.64M
|
|
|
Aug 14, 2024
Q2 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
6.68KNew |
$704K - $716K
|
6.68K
$706K
|
|
|
Aug 14, 2024
Q2 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
PUT |
32.9KNew |
$3.47M - $3.53M
|
32.9K
$3.48M
|
|
|
Aug 14, 2024
Q2 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-20- 0.35% |
$2.11K - $2.14K
|
5.65K
$597K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
CALL |
21.8KNew |
$2.3M - $2.34M
|
21.8K
$2.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
292+ 0.34% |
$30.8K - $31.3K
|
87.2K
$9.22M
|
|
|
Aug 14, 2024
Q2 2024
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-50- 1.65% |
$5.27K - $5.36K
|
2.97K
$314K
|
|