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 |
|---|---|---|---|---|---|---|---|
|
Apr 10, 2024
Q1 2024
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
5.65K+ 8.97% |
$607K - $615K
|
68.7K
$7.3M
|
|
|
Apr 08, 2024
Q1 2024
|
Jvl Associates LLC
|
BUY
|
- |
6.4KNew |
$687K - $696K
|
6.4K
$680K
|
|
| Q4 2023 | |||||||
|
Aug 28, 2024
Q4 2023
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
5KNew |
$505K - $544K
|
5K
$531K
|
|
|
Aug 22, 2024
Q4 2023
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
2.06KNew |
$208K - $224K
|
2.06K
$219K
|
|
|
Jun 14, 2024
Q4 2023
|
Quent Capital, LLC
|
SELL
|
- |
-108- 33.75% |
$10.9K - $11.7K
|
212
$22.5K
|
|
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-183- 18.62% |
$18.5K - $19.9K
|
800
$85K
|
|
|
Mar 20, 2024
Q4 2023
|
Ariston Services Group
San Diego, CA |
BUY
|
- |
38.1KNew |
$3.85M - $4.15M
|
38.1K
$4.05M
|
|
|
Mar 15, 2024
Q4 2023
|
Vander Pol Investments L.L.C.
Caledonia, MI |
BUY
|
- |
2.94KNew |
$296K - $319K
|
2.94K
$312K
|
|
|
Mar 07, 2024
Q4 2023
|
Objective Capital Management, LLC
|
BUY
|
- |
3.35KNew |
$338K - $364K
|
3.35K
$356K
|
|
|
Mar 05, 2024
Q4 2023
|
Processus Wealth & Capital Management, LLC
Brentwood, TN |
BUY
|
- |
53.4KNew |
$5.39M - $5.81M
|
53.4K
$5.67M
|
|
|
Feb 15, 2024
Q4 2023
|
Dagco, Inc.
|
BUY
|
- |
6.4KNew |
$647K - $697K
|
6.4K
$681K
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
861New |
$86.9K - $93.7K
|
861
$91.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
2.05KNew |
$207K - $223K
|
2.05K
$218K
|
|
|
Feb 14, 2024
Q4 2023
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
230KNew |
$23.2M - $25M
|
230K
$24.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Csm Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
230KNew |
$23.2M - $25M
|
230K
$24.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
2.33KNew |
$235K - $254K
|
2.33K
$248K
|
|
|
Feb 14, 2024
Q4 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-13.4K- 6.43% |
$1.36M - $1.46M
|
195K
$20.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
4.7KNew |
$475K - $511K
|
4.7K
$500K
|
|
|
Feb 14, 2024
Q4 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
10.2KNew |
$1.03M - $1.1M
|
10.2K
$1.08M
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-116- 86.57% |
$11.7K - $12.6K
|
18
$1.91K
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
1.85KNew |
$187K - $201K
|
1.85K
$197K
|
|
|
Feb 14, 2024
Q4 2023
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-112- 5.33% |
$11.3K - $12.2K
|
1.99K
$212K
|
|
|
Feb 14, 2024
Q4 2023
|
Team Financial Group, LLC
Temecula, CA |
SELL
|
- |
-98- 5.36% |
$9.9K - $10.7K
|
1.73K
$184K
|
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
3.19KNew |
$322K - $347K
|
3.19K
$339K
|
|
|
Feb 14, 2024
Q4 2023
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
5.37KNew |
$542K - $584K
|
5.37K
$571K
|
|
|
Feb 14, 2024
Q4 2023
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
1.99KNew |
$201K - $216K
|
1.99K
$211K
|
|
|
Feb 13, 2024
Q4 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
320+ 230.22% |
$32.3K - $34.8K
|
459
$48.8K
|
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
791New |
$79.9K - $86K
|
791
$84.1K
|
|
|
Feb 13, 2024
Q4 2023
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-990- 36.69% |
$100K - $108K
|
1.71K
$182K
|
|
|
Feb 12, 2024
Q4 2023
|
Ballentine Capital Advisors, Inc
Greenville, SC |
BUY
|
- |
8.34KNew |
$842K - $907K
|
8.34K
$886K
|
|
|
Feb 12, 2024
Q4 2023
|
Corda Investment Management, Llc.
Houston, TX |
BUY
|
- |
9.67KNew |
$977K - $1.05M
|
9.67K
$1.03M
|
|
|
Feb 12, 2024
Q4 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
522K+ 7481.48% |
$52.7M - $56.8M
|
529K
$56.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
2+ 0.02% |
$202 - $218
|
11.6K
$1.23M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
66KNew |
$6.66M - $7.18M
|
66K
$7.02M
|
|
|
Feb 12, 2024
Q4 2023
|
Connable Office Inc
|
BUY
|
- |
8.05KNew |
$812K - $875K
|
8.05K
$855K
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
4.02KNew |
$406K - $437K
|
4.02K
$427K
|
|
|
Feb 09, 2024
Q4 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
68+ 2.72% |
$6.87K - $7.4K
|
2.57K
$273K
|
|
|
Feb 09, 2024
Q4 2023
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-7.48K- 69.14% |
$755K - $813K
|
3.34K
$355K
|
|
|
Feb 09, 2024
Q4 2023
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
2.8KNew |
$283K - $305K
|
2.8K
$298K
|
|
|
Feb 09, 2024
Q4 2023
|
Citizens & Northern Corp
|
BUY
|
- |
2.99KNew |
$301K - $325K
|
2.99K
$317K
|
|
|
Feb 09, 2024
Q4 2023
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
11.5K+ 60.55% |
$1.16M - $1.25M
|
30.5K
$3.24M
|
|
|
Feb 09, 2024
Q4 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
425New |
$42.9K - $46.2K
|
425
$45.2K
|
|
|
Feb 09, 2024
Q4 2023
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-3.65K- 22.55% |
$369K - $397K
|
12.5K
$1.33M
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-75K- 46.62% |
$7.57M - $8.16M
|
85.9K
$9.13M
|
|
|
Feb 08, 2024
Q4 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
262New |
$26.5K - $28.5K
|
262
$27.8K
|
|
|
Feb 08, 2024
Q4 2023
|
Jordan Park Group LLC
|
SELL
|
- |
-503- 14.22% |
$50.8K - $54.7K
|
3.04K
$323K
|
|
|
Feb 08, 2024
Q4 2023
|
American National Bank
|
BUY
|
- |
493New |
$49.8K - $53.6K
|
493
$52.4K
|
|
|
Feb 08, 2024
Q4 2023
|
Royal Harbor Partners, LLC
|
SELL
|
- |
-9.12K- 81.58% |
$921K - $992K
|
2.06K
$219K
|
|
|
Feb 07, 2024
Q4 2023
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-79- 7.21% |
$7.98K - $8.59K
|
1.02K
$108K
|
|
|
Feb 07, 2024
Q4 2023
|
Wall Capital Group, Inc.
|
BUY
|
- |
17+ 0.62% |
$1.72K - $1.85K
|
2.74K
$292K
|
|