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 |
|---|---|---|---|---|---|---|---|
|
Nov 09, 2023
Q3 2023
|
Kensington Investment Counsel, LLC
|
BUY
|
- |
4.5KNew |
$461K - $483K
|
4.5K
$475K
|
|
|
Nov 08, 2023
Q3 2023
|
Klr Investment Advisors, LLC
Providence, RI |
BUY
|
- |
4.03K+ 93.87% |
$413K - $433K
|
8.32K
$879K
|
|
|
Nov 07, 2023
Q3 2023
|
Strategic Equity Management
|
BUY
|
- |
564+ 1.31% |
$57.8K - $60.6K
|
43.5K
$4.6M
|
|
|
Nov 06, 2023
Q3 2023
|
Retirement Group, LLC
|
BUY
|
- |
42New |
$4.31K - $4.51K
|
42
$4.44K
|
|
|
Nov 06, 2023
Q3 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-4- 0.2% |
$410 - $430
|
1.98K
$209K
|
|
|
Nov 06, 2023
Q3 2023
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
2.64KNew |
$270K - $283K
|
2.64K
$278K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
25New |
$2.56K - $2.68K
|
25
$2.64K
|
|
|
Nov 03, 2023
Q3 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-202- 68.24% |
$20.7K - $21.7K
|
94
$9.93K
|
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
SELL
|
- |
-3.44K- 0.8% |
$353K - $369K
|
425K
$45M
|
|
|
Nov 02, 2023
Q3 2023
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
300New |
$30.8K - $32.2K
|
300
$31.7K
|
|
|
Nov 02, 2023
Q3 2023
|
Estate Counselors, LLC
|
SELL
|
- |
-24.9K- 38.98% |
$2.56M - $2.68M
|
39K
$4.12M
|
|
|
Nov 02, 2023
Q3 2023
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
18New |
$1.85K - $1.93K
|
18
$1.9K
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
PUT |
16.1KNew |
$1.65M - $1.73M
|
16.1K
$1.7M
|
|
|
Nov 02, 2023
Q3 2023
|
Advisor Os, LLC
|
BUY
|
- |
275+ 3.35% |
$28.2K - $29.5K
|
8.49K
$897K
|
|
|
Nov 02, 2023
Q3 2023
|
Compass Ion Advisors, LLC
|
BUY
|
- |
4.43KNew |
$454K - $475K
|
4.43K
$468K
|
|
|
Nov 01, 2023
Q3 2023
|
Mattern Wealth Management LLC
|
SELL
|
- |
-1.7K- 44.62% |
$174K - $182K
|
2.11K
$222K
|
|
|
Oct 31, 2023
Q3 2023
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
88.1KNew |
$9.03M - $9.46M
|
88.1K
$9.31M
|
|
|
Oct 31, 2023
Q3 2023
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
9.29K+ 403.39% |
$953K - $998K
|
11.6K
$1.22M
|
|
|
Oct 30, 2023
Q3 2023
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
160New |
$16.4K - $17.2K
|
160
$16.9K
|
|
|
Oct 27, 2023
Q3 2023
|
Center For Asset Management LLC
|
SELL
|
- |
-269- 7.98% |
$27.6K - $28.9K
|
3.1K
$328K
|
|
|
Oct 27, 2023
Q3 2023
|
Dubuque Bank & Trust CO
|
BUY
|
- |
4.82KNew |
$495K - $518K
|
4.82K
$510K
|
|
|
Oct 27, 2023
Q3 2023
|
Briggs Advisory Group, Inc.
|
SELL
|
- |
-190- 3.78% |
$19.5K - $20.4K
|
4.84K
$512K
|
|
|
Oct 27, 2023
Q3 2023
|
Smith, Salley & Associates
|
SELL
|
- |
-2.6K- 25.94% |
$267K - $279K
|
7.42K
$784K
|
|
|
Oct 26, 2023
Q3 2023
|
Verity Wealth Advisors
|
BUY
|
- |
31+ 0.67% |
$3.18K - $3.33K
|
4.66K
$492K
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
463+ 0.89% |
$47.5K - $49.7K
|
52.7K
$5.56M
|
|
|
Oct 26, 2023
Q3 2023
|
Hills Bank & Trust CO
|
BUY
|
- |
4.11KNew |
$422K - $441K
|
4.11K
$434K
|
|
|
Oct 26, 2023
Q3 2023
|
Peoples Bank
|
BUY
|
- |
4.96KNew |
$509K - $533K
|
4.96K
$524K
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
SELL
|
- |
-84.8K- 77.01% |
$8.69M - $9.1M
|
25.3K
$2.67M
|
|
|
Oct 25, 2023
Q3 2023
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
12+ 0.47% |
$1.23K - $1.29K
|
2.54K
$269K
|
|
|
Oct 25, 2023
Q3 2023
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-239- 7.38% |
$24.5K - $25.7K
|
3K
$317K
|
|
|
Oct 25, 2023
Q3 2023
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
3.12K+ 5.95% |
$320K - $335K
|
55.5K
$5.86M
|
|
|
Oct 25, 2023
Q3 2023
|
Ferguson Shapiro LLC
|
BUY
|
- |
42+ 0.82% |
$4.31K - $4.51K
|
5.14K
$543K
|
|
|
Oct 25, 2023
Q3 2023
|
Cornerstone Retirement Group, Inc.
|
BUY
|
- |
4.56KNew |
$468K - $490K
|
4.56K
$482K
|
|
|
Oct 25, 2023
Q3 2023
|
Shufro Rose & CO LLC
|
BUY
|
- |
107+ 4.88% |
$11K - $11.5K
|
2.3K
$243K
|
|
|
Oct 25, 2023
Q3 2023
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-49.6K- 90.71% |
$5.08M - $5.32M
|
5.08K
$536K
|
|
|
Oct 24, 2023
Q3 2023
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-797- 17.34% |
$81.7K - $85.6K
|
3.8K
$401K
|
|
|
Oct 24, 2023
Q3 2023
|
Windsor Group LTD
|
BUY
|
- |
1.87K+ 1.87% |
$191K - $200K
|
102K
$10.8M
|
|
|
Oct 24, 2023
Q3 2023
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-427- 16.8% |
$43.8K - $45.9K
|
2.12K
$223K
|
|
|
Oct 23, 2023
Q3 2023
|
Financial Guidance Group, Inc.
|
SELL
|
- |
-3.13K- 4.16% |
$320K - $336K
|
72K
$7.61M
|
|
|
Oct 23, 2023
Q3 2023
|
Sowa Financial Group, Inc.
Lincoln, RI |
BUY
|
- |
84+ 0.31% |
$8.61K - $9.02K
|
26.8K
$2.84M
|
|
|
Oct 20, 2023
Q3 2023
|
Lake Street Financial LLC
|
BUY
|
- |
2.66KNew |
$273K - $286K
|
2.66K
$281K
|
|
|
Oct 20, 2023
Q3 2023
|
Newton One Investments LLC
|
BUY
|
- |
737+ 4.46% |
$75.6K - $79.1K
|
17.3K
$1.83M
|
|
|
Oct 19, 2023
Q3 2023
|
Evanson Asset Management, LLC
|
SELL
|
- |
-3.91K- 41.07% |
$400K - $419K
|
5.6K
$592K
|
|
|
Oct 19, 2023
Q3 2023
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-38- 1.64% |
$3.9K - $4.08K
|
2.28K
$241K
|
|
|
Oct 19, 2023
Q3 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
195+ 3.87% |
$20K - $20.9K
|
5.24K
$553K
|
|
|
Oct 19, 2023
Q3 2023
|
Ogorek Anthony Joseph
|
BUY
|
- |
1New |
$103 - $107
|
1
$106
|
|
|
Oct 19, 2023
Q3 2023
|
Great Diamond Partners, LLC
|
BUY
|
- |
3.3KNew |
$338K - $354K
|
3.3K
$349K
|
|
|
Oct 19, 2023
Q3 2023
|
Bridge Advisory, LLC
|
BUY
|
- |
2.59KNew |
$266K - $278K
|
2.59K
$274K
|
|
|
Oct 18, 2023
Q3 2023
|
Rda Financial Network
|
BUY
|
- |
777+ 14.61% |
$79.7K - $83.4K
|
6.1K
$644K
|
|
|
Oct 18, 2023
Q3 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
4.02KNew |
$413K - $432K
|
4.02K
$425K
|