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 |
|---|---|---|---|---|---|---|---|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
BUY
|
- |
7+ 700.0% |
$738 - $750
|
8
$845
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
30New |
$3.16K - $3.21K
|
30
$3.17K
|
|
|
Aug 06, 2024
Q2 2024
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
SELL
|
- |
-6.27K- 7.06% |
$661K - $672K
|
82.6K
$8.73M
|
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
21.6KNew |
$2.28M - $2.31M
|
21.6K
$2.28M
|
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
785New |
$82.7K - $84.1K
|
785
$82.9K
|
|
|
Aug 06, 2024
Q2 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-332- 8.47% |
$35K - $35.6K
|
3.59K
$379K
|
|
|
Aug 06, 2024
Q2 2024
|
Stephenson & Company, Inc.
San Clemente, CA |
SELL
|
- |
-2.98K- 10.72% |
$314K - $319K
|
24.8K
$2.62M
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
207+ 10.68% |
$21.8K - $22.2K
|
2.15K
$227K
|
|
|
Aug 05, 2024
Q2 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-221- 30.32% |
$23.3K - $23.7K
|
508
$53.7K
|
|
|
Aug 05, 2024
Q2 2024
|
Slocum, Gordon & CO LLP
Newport, RI |
BUY
|
- |
307New |
$32.3K - $32.9K
|
307
$32.4K
|
|
|
Aug 05, 2024
Q2 2024
|
Regis Management CO LLC
|
BUY
|
- |
1.1K+ 28.95% |
$116K - $118K
|
4.9K
$518K
|
|
|
Aug 02, 2024
Q2 2024
|
Round Rock Advisors, LLC
|
SELL
|
- |
-1.8K- 40.63% |
$190K - $193K
|
2.63K
$278K
|
|
|
Aug 02, 2024
Q2 2024
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-225- 0.66% |
$23.7K - $24.1K
|
33.7K
$3.56M
|
|
|
Aug 02, 2024
Q2 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
6.26KNew |
$659K - $670K
|
6.26K
$661K
|
|
|
Aug 02, 2024
Q2 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
743+ 18.46% |
$78.3K - $79.6K
|
4.77K
$504K
|
|
|
Aug 02, 2024
Q2 2024
|
Wealth Effects LLC
|
BUY
|
- |
353+ 13.46% |
$37.2K - $37.8K
|
2.98K
$314K
|
|
|
Aug 01, 2024
Q2 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-1.45K- 26.88% |
$153K - $155K
|
3.94K
$416K
|
|
|
Aug 01, 2024
Q2 2024
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
2.95KNew |
$311K - $316K
|
2.95K
$312K
|
|
|
Aug 01, 2024
Q2 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
2.11KNew |
$223K - $227K
|
2.11K
$223K
|
|
|
Jul 31, 2024
Q2 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-48- 2.77% |
$5.06K - $5.14K
|
1.68K
$178K
|
|
|
Jul 31, 2024
Q2 2024
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-640- 76.19% |
$67.4K - $68.6K
|
200
$21.1K
|
|
|
Jul 31, 2024
Q2 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-184- 1.94% |
$19.4K - $19.7K
|
9.32K
$984K
|
|
|
Jul 31, 2024
Q2 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-69- 1.75% |
$7.27K - $7.39K
|
3.88K
$410K
|
|
|
Jul 31, 2024
Q2 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
1.26KNew |
$132K - $135K
|
1.26K
$133K
|
|
|
Jul 31, 2024
Q2 2024
|
Spinnaker Trust
|
SELL
|
- |
-425- 2.58% |
$44.8K - $45.5K
|
16K
$1.69M
|
|
|
Jul 31, 2024
Q2 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-368- 3.68% |
$38.8K - $39.4K
|
9.65K
$1.02M
|
|
|
Jul 30, 2024
Q2 2024
|
Activest Wealth Management
|
BUY
|
- |
1+ 6.67% |
$105 - $107
|
16
$1.69K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-857- 6.77% |
$90.3K - $91.8K
|
11.8K
$1.25M
|
|
|
Jul 30, 2024
Q2 2024
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-1.61K- 4.14% |
$170K - $173K
|
37.3K
$3.94M
|
|
|
Jul 30, 2024
Q2 2024
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-6.31K- 45.91% |
$665K - $676K
|
7.43K
$785K
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
SELL
|
- |
-2.59K- 3.38% |
$272K - $277K
|
73.8K
$7.8M
|
|
|
Jul 30, 2024
Q2 2024
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
913+ 28.77% |
$96.2K - $97.8K
|
4.09K
$432K
|
|
|
Jul 30, 2024
Q2 2024
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-430- 14.3% |
$45.3K - $46.1K
|
2.58K
$272K
|
|
|
Jul 29, 2024
Q2 2024
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-250- 53.19% |
$26.3K - $26.8K
|
220
$23.2K
|
|
|
Jul 29, 2024
Q2 2024
|
Bank Ozk
|
BUY
|
- |
114+ 3.65% |
$12K - $12.2K
|
3.24K
$342K
|
|
|
Jul 29, 2024
Q2 2024
|
Key F Inancial Inc
|
BUY
|
- |
500+ 212.77% |
$52.7K - $53.6K
|
735
$77.7K
|
|
|
Jul 26, 2024
Q2 2024
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
1.88KNew |
$198K - $201K
|
1.88K
$198K
|
|
|
Jul 26, 2024
Q2 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
2.27KNew |
$239K - $243K
|
2.27K
$240K
|
|
|
Jul 26, 2024
Q2 2024
|
Keener Financial Planning LLC
Keller, TX |
SELL
|
- |
-1.25K- 97.74% |
$132K - $134K
|
29
$3.06K
|
|
|
Jul 26, 2024
Q2 2024
|
Tenon Financial LLC
Metuchen, NJ |
BUY
|
- |
2.01KNew |
$212K - $215K
|
2.01K
$212K
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO
|
SELL
|
- |
-1.02K- 9.99% |
$108K - $110K
|
9.23K
$975K
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-129- 0.39% |
$13.6K - $13.8K
|
33.2K
$3.51M
|
|
|
Jul 25, 2024
Q2 2024
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
974+ 4.78% |
$103K - $104K
|
21.4K
$2.26M
|
|
|
Jul 25, 2024
Q2 2024
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
4.92KNew |
$518K - $527K
|
4.92K
$519K
|
|
|
Jul 25, 2024
Q2 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-324- 3.21% |
$34.1K - $34.7K
|
9.77K
$1.03M
|
|
|
Jul 25, 2024
Q2 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
143New |
$15.1K - $15.3K
|
143
$15.1K
|
|
|
Jul 25, 2024
Q2 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
2.79K+ 53.26% |
$294K - $299K
|
8.04K
$849K
|
|
|
Jul 24, 2024
Q2 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
35+ 1.53% |
$3.69K - $3.75K
|
2.32K
$245K
|
|
|
Jul 24, 2024
Q2 2024
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
5.64KNew |
$594K - $604K
|
5.64K
$596K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
183New |
$19.3K - $19.6K
|
183
$19.3K
|