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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-50- 2.07% |
$5.29K - $5.44K
|
2.37K
$252K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
19New |
$2.01K - $2.07K
|
19
$2.02K
|
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
2.69KNew |
$284K - $292K
|
2.69K
$286K
|
|
|
Jan 23, 2025
Q4 2024
|
Intergy Private Wealth, LLC
|
BUY
|
- |
8+ 0.33% |
$846 - $870
|
2.4K
$255K
|
|
|
Jan 23, 2025
Q4 2024
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
1.71K+ 46.46% |
$181K - $186K
|
5.38K
$573K
|
|
|
Jan 23, 2025
Q4 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
15.6KNew |
$1.65M - $1.69M
|
15.6K
$1.66M
|
|
|
Jan 23, 2025
Q4 2024
|
Manuka Financial, LLC
Richmond, VA |
BUY
|
- |
3.15KNew |
$333K - $342K
|
3.15K
$335K
|
|
|
Jan 22, 2025
Q4 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
2.77KNew |
$293K - $301K
|
2.77K
$295K
|
|
|
Jan 21, 2025
Q4 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
SELL
|
- |
-979- 16.42% |
$104K - $106K
|
4.99K
$531K
|
|
|
Jan 17, 2025
Q4 2024
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
15KNew |
$1.58M - $1.63M
|
15K
$1.59M
|
|
|
Jan 17, 2025
Q4 2024
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-146- 5.44% |
$15.4K - $15.9K
|
2.54K
$270K
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
155+ 1.02% |
$16.4K - $16.8K
|
15.4K
$1.63M
|
|
|
Jan 16, 2025
Q4 2024
|
True Link Financial Advisors, LLC
|
BUY
|
- |
2.64KNew |
$279K - $287K
|
2.64K
$281K
|
|
|
Jan 16, 2025
Q4 2024
|
Hbc Financial Services, Pllc
|
BUY
|
- |
10.1K+ 7.56% |
$1.06M - $1.09M
|
143K
$15.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-281- 36.83% |
$29.7K - $30.5K
|
482
$51.3K
|
|
|
Jan 16, 2025
Q4 2024
|
Sowa Financial Group, Inc.
Lincoln, RI |
BUY
|
- |
10.5KNew |
$1.11M - $1.14M
|
10.5K
$1.11M
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
SELL
|
- |
-2.82K- 3.02% |
$298K - $306K
|
90.3K
$9.62M
|
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-41- 2.09% |
$4.34K - $4.46K
|
1.92K
$205K
|
|
|
Jan 14, 2025
Q4 2024
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
423+ 10575.0% |
$44.7K - $46K
|
427
$45.4K
|
|
|
Jan 14, 2025
Q4 2024
|
Strong Box Wealth, LLC
|
BUY
|
- |
2.76KNew |
$292K - $300K
|
2.76K
$294K
|
|
|
Jan 14, 2025
Q4 2024
|
Client First Capital LLC
|
BUY
|
- |
1+ 0.0% |
$106 - $109
|
23.1K
$2.46M
|
|
|
Jan 14, 2025
Q4 2024
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-46- 8.98% |
$4.87K - $5K
|
466
$49.6K
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
SELL
|
- |
-690- 20.15% |
$73K - $75K
|
2.73K
$291K
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-229- 93.09% |
$24.2K - $24.9K
|
17
$1.81K
|
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
11.1K+ 31.17% |
$1.17M - $1.2M
|
46.6K
$4.96M
|
|
|
Jan 13, 2025
Q4 2024
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
2KNew |
$212K - $217K
|
2K
$213K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
3+ 1.2% |
$317 - $326
|
253
$26.9K
|
|
|
Jan 13, 2025
Q4 2024
|
Crane Advisory, LLC
Fullerton, CA |
BUY
|
- |
2.38KNew |
$252K - $259K
|
2.38K
$253K
|
|
|
Jan 13, 2025
Q4 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
BUY
|
- |
5.3K+ 15.41% |
$561K - $577K
|
39.7K
$4.23M
|
|
|
Jan 10, 2025
Q4 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
5.16KNew |
$546K - $561K
|
5.16K
$549K
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
2.32KNew |
$246K - $253K
|
2.32K
$247K
|
|
|
Jan 08, 2025
Q4 2024
|
Farmers Trust CO
|
BUY
|
- |
4.53KNew |
$479K - $493K
|
4.53K
$482K
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
BUY
|
- |
1.3K+ 27.2% |
$137K - $141K
|
6.06K
$645K
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
461+ 5.17% |
$48.8K - $50.1K
|
9.37K
$998K
|
|
|
Jan 06, 2025
Q4 2024
|
Boltwood Capital Management
|
SELL
|
- |
-175- 8.14% |
$18.5K - $19K
|
1.98K
$210K
|
|
| Q3 2024 | |||||||
|
Jul 25, 2025
Q3 2024
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
34+ 0.7% |
$3.61K - $3.7K
|
4.88K
$520K
|
|
|
Dec 17, 2024
Q3 2024
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
1.3KNew |
$138K - $141K
|
1.3K
$138K
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
319New |
$33.9K - $34.7K
|
319
$34K
|
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
2.49K+ 84.42% |
$265K - $271K
|
5.45K
$580K
|
|
|
Nov 14, 2024
Q3 2024
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
PUT |
20KNew |
$2.12M - $2.17M
|
20K
$2.13M
|
|
|
Nov 14, 2024
Q3 2024
|
Alera Investment Advisors, LLC
|
BUY
|
- |
4.04K+ 1.65% |
$429K - $439K
|
250K
$26.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
168K+ 1223.58% |
$17.8M - $18.2M
|
181K
$19.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Hamilton Wealth, LLC
|
BUY
|
- |
3.93K+ 18.44% |
$417K - $427K
|
25.2K
$2.69M
|
|
|
Nov 14, 2024
Q3 2024
|
L.M. Kohn & Company
|
BUY
|
- |
1.85KNew |
$196K - $201K
|
1.85K
$197K
|
|
|
Nov 14, 2024
Q3 2024
|
Nia Impact Advisors, LLC
|
BUY
|
- |
1.87KNew |
$198K - $203K
|
1.87K
$198K
|
|
|
Nov 14, 2024
Q3 2024
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
69.6KNew |
$7.39M - $7.57M
|
69.6K
$7.41M
|
|
|
Nov 14, 2024
Q3 2024
|
Cosner Financial Group, LLC
Fort Collins, CO |
SELL
|
- |
-14.6K- 36.33% |
$1.55M - $1.59M
|
25.7K
$2.73M
|
|
|
Nov 14, 2024
Q3 2024
|
Brophy Wealth Management, LLC
Bedford, NH |
BUY
|
- |
10.6KNew |
$1.12M - $1.15M
|
10.6K
$1.13M
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
319New |
$33.9K - $34.7K
|
319
$34K
|
|
|
Nov 13, 2024
Q3 2024
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-48- 1.64% |
$5.09K - $5.22K
|
2.87K
$305K
|
|