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 |
---|---|---|---|---|---|---|---|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
90New |
$9.48K - $9.64K
|
90
$9.51K
|
|
Jul 23, 2024
Q2 2024
|
Essex Savings Bank
|
SELL
|
- |
-328- 4.75% |
$34.6K - $35.1K
|
6.58K
$695K
|
|
Jul 22, 2024
Q2 2024
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
21.8KNew |
$2.3M - $2.34M
|
21.8K
$2.31M
|
|
Jul 22, 2024
Q2 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-471- 3.94% |
$49.6K - $50.5K
|
11.5K
$1.21M
|
|
Jul 22, 2024
Q2 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
4New |
$421 - $429
|
4
$423
|
|
Jul 22, 2024
Q2 2024
|
Motive Wealth Advisors
|
SELL
|
- |
-3.38K- 6.56% |
$356K - $362K
|
48.1K
$5.08M
|
|
Jul 22, 2024
Q2 2024
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
635+ 9.89% |
$66.9K - $68K
|
7.06K
$746K
|
|
Jul 19, 2024
Q2 2024
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
98+ 4.37% |
$10.3K - $10.5K
|
2.34K
$247K
|
|
Jul 19, 2024
Q2 2024
|
Capital Investment Services Of America, Inc.
|
SELL
|
- |
-3.13K- 4.98% |
$329K - $335K
|
59.6K
$6.3M
|
|
Jul 19, 2024
Q2 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
66+ 3.18% |
$6.95K - $7.07K
|
2.14K
$226K
|
|
Jul 19, 2024
Q2 2024
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-2.17K- 37.11% |
$229K - $232K
|
3.68K
$388K
|
|
Jul 19, 2024
Q2 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
331+ 5.09% |
$34.9K - $35.5K
|
6.83K
$722K
|
|
Jul 19, 2024
Q2 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
8.17K+ 433.12% |
$861K - $876K
|
10.1K
$1.06M
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
SELL
|
- |
-554- 53.79% |
$58.4K - $59.4K
|
476
$50.3K
|
|
Jul 18, 2024
Q2 2024
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
188+ 9.48% |
$19.8K - $20.1K
|
2.17K
$229K
|
|
Jul 17, 2024
Q2 2024
|
Northland Capital Management LLC
|
BUY
|
- |
1K+ 42.74% |
$105K - $107K
|
3.34K
$353K
|
|
Jul 17, 2024
Q2 2024
|
New Potomac Partners, LLC
|
BUY
|
- |
200+ 3.13% |
$21.1K - $21.4K
|
6.58K
$695K
|
|
Jul 16, 2024
Q2 2024
|
Friedenthal Financial
|
BUY
|
- |
311+ 24.16% |
$32.8K - $33.3K
|
1.6K
$169K
|
|
Jul 16, 2024
Q2 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-300- 38.91% |
$31.6K - $32.1K
|
471
$49.8K
|
|
Jul 16, 2024
Q2 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
213New |
$22.4K - $22.8K
|
213
$22.5K
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-1.07K- 68.59% |
$113K - $114K
|
489
$51.7K
|
|
Jul 16, 2024
Q2 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
4.59KNew |
$484K - $492K
|
4.59K
$485K
|
|
Jul 15, 2024
Q2 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
1.95KNew |
$205K - $209K
|
1.95K
$206K
|
|
Jul 15, 2024
Q2 2024
|
Washington Trust CO
|
BUY
|
- |
130+ 4.22% |
$13.7K - $13.9K
|
3.21K
$339K
|
|
Jul 15, 2024
Q2 2024
|
West Financial Advisors, LLC
|
SELL
|
- |
-2.64K- 28.22% |
$278K - $283K
|
6.71K
$709K
|
|
Jul 15, 2024
Q2 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
747+ 25.24% |
$78.7K - $80K
|
3.71K
$392K
|
|
Jul 15, 2024
Q2 2024
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
618+ 4.37% |
$65.1K - $66.2K
|
14.8K
$1.56M
|
|
Jul 12, 2024
Q2 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
14+ 0.69% |
$1.48K - $1.5K
|
2.03K
$214K
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-15- 6.22% |
$1.58K - $1.61K
|
226
$23.9K
|
|
Jul 12, 2024
Q2 2024
|
Successful Portfolios LLC
|
BUY
|
- |
140+ 6.38% |
$14.8K - $15K
|
2.34K
$247K
|
|
Jul 12, 2024
Q2 2024
|
Country Trust Bank
|
BUY
|
- |
222+ 0.51% |
$23.4K - $23.8K
|
43.4K
$4.59M
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-52.8K- 87.75% |
$5.56M - $5.66M
|
7.37K
$778K
|
|
Jul 11, 2024
Q2 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
246New |
$25.9K - $26.4K
|
246
$26K
|
|
Jul 11, 2024
Q2 2024
|
Warther Private Wealth, LLC
Akron, OH |
BUY
|
- |
2.33KNew |
$246K - $250K
|
2.33K
$246K
|
|
Jul 11, 2024
Q2 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-15.6K- 20.22% |
$1.65M - $1.68M
|
61.7K
$6.52M
|
|
Jul 09, 2024
Q2 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-461- 29.31% |
$48.6K - $49.4K
|
1.11K
$117K
|
|
Jul 09, 2024
Q2 2024
|
Arden Trust CO
|
BUY
|
- |
495+ 2.83% |
$52.2K - $53K
|
18K
$1.9M
|
|
Jul 08, 2024
Q2 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-14- 4.22% |
$1.48K - $1.5K
|
318
$33.6K
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
313New |
$33K - $33.5K
|
313
$33.1K
|
|
Q1 2024 | |||||||
Oct 31, 2024
Q1 2024
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-928- 20.71% |
$99.7K - $101K
|
3.55K
$375K
|
|
Aug 28, 2024
Q1 2024
|
Farmers National Bank
Danville, KY |
BUY
|
- |
2.44K+ 118.53% |
$262K - $265K
|
4.49K
$475K
|
|
Aug 16, 2024
Q1 2024
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
9.1KNew |
$977K - $990K
|
9.1K
$961K
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-1.56K- 97.63% |
$168K - $170K
|
38
$4.01K
|
|
May 31, 2024
Q1 2024
|
First Citizens Financial Corp
|
BUY
|
- |
494+ 14.14% |
$53.1K - $53.7K
|
3.99K
$421K
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-4.13K- 39.39% |
$443K - $449K
|
6.35K
$671K
|
|
May 16, 2024
Q1 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
1+ 0.23% |
$107 - $109
|
442
$46.7K
|
|
May 15, 2024
Q1 2024
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
PUT |
700+ 15.56% |
$75.2K - $76.1K
|
5.2K
$549K
|
|
May 15, 2024
Q1 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
347New |
$37.3K - $37.7K
|
347
$36.7K
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
350New |
$37.6K - $38.1K
|
350
$37K
|
|
May 15, 2024
Q1 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
SELL
|
- |
-2.47K- 55.01% |
$265K - $269K
|
2.02K
$214K
|