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 |
|---|---|---|---|---|---|---|---|
|
May 02, 2024
Q1 2024
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
100+ 1.06% |
$10.7K - $10.9K
|
9.53K
$1.01M
|
|
|
May 02, 2024
Q1 2024
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-163- 1.38% |
$17.5K - $17.7K
|
11.7K
$1.24M
|
|
|
May 02, 2024
Q1 2024
|
Welch & Forbes LLC
|
BUY
|
- |
4.02KNew |
$432K - $437K
|
4.02K
$427K
|
|
|
May 01, 2024
Q1 2024
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-1.97K- 32.95% |
$211K - $214K
|
4K
$425K
|
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
1.51KNew |
$162K - $164K
|
1.51K
$161K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
21.5K+ 13.58% |
$2.31M - $2.34M
|
180K
$19.1M
|
|
|
Apr 30, 2024
Q1 2024
|
Derbend Asset Management
|
BUY
|
- |
3.77K+ 54.35% |
$405K - $410K
|
10.7K
$1.14M
|
|
|
Apr 30, 2024
Q1 2024
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-21.5K- 83.38% |
$2.31M - $2.34M
|
4.28K
$455K
|
|
|
Apr 30, 2024
Q1 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
6.28KNew |
$675K - $683K
|
6.28K
$668K
|
|
|
Apr 29, 2024
Q1 2024
|
Capital Advisors Inc
|
BUY
|
- |
2.31KNew |
$248K - $251K
|
2.31K
$246K
|
|
|
Apr 29, 2024
Q1 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-2.36K- 27.92% |
$253K - $257K
|
6.09K
$648K
|
|
|
Apr 26, 2024
Q1 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
28New |
$3.01K - $3.05K
|
28
$2.98K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
212New |
$22.8K - $23.1K
|
212
$22.5K
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
448New |
$48.1K - $48.7K
|
448
$47.6K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
3KNew |
$322K - $326K
|
3K
$319K
|
|
|
Apr 25, 2024
Q1 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
1.89KNew |
$203K - $206K
|
1.89K
$201K
|
|
|
Apr 24, 2024
Q1 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
1.3KNew |
$140K - $141K
|
1.3K
$138K
|
|
|
Apr 24, 2024
Q1 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-1.9K- 28.49% |
$204K - $206K
|
4.76K
$506K
|
|
|
Apr 24, 2024
Q1 2024
|
Hartford Financial Management Inc.
|
SELL
|
- |
-466- 28.66% |
$50.1K - $50.7K
|
1.16K
$123K
|
|
|
Apr 22, 2024
Q1 2024
|
Xcel Wealth Management, LLC
|
BUY
|
- |
1.89KNew |
$203K - $206K
|
1.89K
$201K
|
|
|
Apr 22, 2024
Q1 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-233- 7.51% |
$25K - $25.3K
|
2.87K
$305K
|
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
8.47KNew |
$910K - $922K
|
8.47K
$901K
|
|
|
Apr 22, 2024
Q1 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-80.8K- 98.64% |
$8.67M - $8.78M
|
1.12K
$119K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
BUY
|
- |
423New |
$45.4K - $46K
|
423
$45K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-6.3K- 90.0% |
$677K - $685K
|
700
$74.4K
|
|
|
Apr 19, 2024
Q1 2024
|
Advisor Resource Council
|
SELL
|
- |
-17.4K- 80.34% |
$1.87M - $1.89M
|
4.26K
$453K
|
|
|
Apr 19, 2024
Q1 2024
|
American National Bank & Trust CO /Va/
Danville, VA |
BUY
|
- |
5.64KNew |
$606K - $613K
|
5.64K
$599K
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-997- 5.34% |
$107K - $108K
|
17.7K
$1.88M
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-355- 5.36% |
$38.1K - $38.6K
|
6.26K
$666K
|
|
|
Apr 17, 2024
Q1 2024
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-16- 0.16% |
$1.72K - $1.74K
|
9.75K
$1.04M
|
|
|
Apr 17, 2024
Q1 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-6.54K- 16.71% |
$702K - $711K
|
32.6K
$3.46M
|
|
|
Apr 17, 2024
Q1 2024
|
Chatham Capital Group, Inc.
|
BUY
|
- |
75+ 1.02% |
$8.06K - $8.16K
|
7.41K
$788K
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-128- 3.84% |
$13.7K - $13.9K
|
3.21K
$341K
|
|
|
Apr 16, 2024
Q1 2024
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
13+ 0.46% |
$1.4K - $1.41K
|
2.85K
$303K
|
|
|
Apr 16, 2024
Q1 2024
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
SELL
|
- |
-5.19K- 41.05% |
$557K - $564K
|
7.45K
$791K
|
|
|
Apr 16, 2024
Q1 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
SELL
|
- |
-143- 26.83% |
$15.4K - $15.6K
|
390
$41.5K
|
|
|
Apr 15, 2024
Q1 2024
|
Manning & Napier Group, LLC
|
BUY
|
- |
2.06K+ 0.47% |
$221K - $224K
|
441K
$46.9M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
4K+ 123.34% |
$430K - $435K
|
7.24K
$770K
|
|
|
Apr 15, 2024
Q1 2024
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
3+ 0.11% |
$322 - $326
|
2.79K
$296K
|
|
|
Apr 12, 2024
Q1 2024
|
True North Advisors, LLC
|
BUY
|
- |
3.09KNew |
$332K - $336K
|
3.09K
$328K
|
|
|
Apr 12, 2024
Q1 2024
|
First Financial Corp
|
BUY
|
- |
450New |
$48.3K - $48.9K
|
450
$47.8K
|
|
|
Apr 12, 2024
Q1 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
230New |
$24.7K - $25K
|
230
$24.4K
|
|
|
Apr 12, 2024
Q1 2024
|
Baker Boyer National Bank
|
SELL
|
- |
-553- 17.76% |
$59.4K - $60.1K
|
2.56K
$272K
|
|
|
Apr 12, 2024
Q1 2024
|
Retirement Planning Group
|
BUY
|
- |
1.89KNew |
$203K - $206K
|
1.89K
$201K
|
|
|
Apr 12, 2024
Q1 2024
|
Navalign, LLC
|
SELL
|
- |
-220- 3.37% |
$23.6K - $23.9K
|
6.31K
$671K
|
|
|
Apr 12, 2024
Q1 2024
|
Riverview Trust CO
|
BUY
|
- |
566New |
$60.8K - $61.6K
|
566
$60.2K
|
|
|
Apr 11, 2024
Q1 2024
|
Executive Wealth Group LLC
Kirkland, WA |
BUY
|
- |
17.6K+ 200.63% |
$1.89M - $1.92M
|
26.4K
$2.81M
|
|
|
Apr 11, 2024
Q1 2024
|
Moller Financial Services
|
BUY
|
- |
2.3K+ 3.47% |
$247K - $250K
|
68.7K
$7.3M
|
|
|
Apr 11, 2024
Q1 2024
|
Single Point Partners, LLC
|
BUY
|
- |
7.21K+ 5.98% |
$775K - $785K
|
128K
$13.6M
|
|
|
Apr 10, 2024
Q1 2024
|
Conrad Siegel Investment Advisors, Inc.
|
SELL
|
- |
-3.84K- 66.85% |
$413K - $418K
|
1.91K
$202K
|