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 |
|---|---|---|---|---|---|---|---|
|
Oct 18, 2023
Q3 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
22New |
$2.26K - $2.36K
|
22
$2.32K
|
|
|
Oct 18, 2023
Q3 2023
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
25+ 0.69% |
$2.56K - $2.68K
|
3.64K
$385K
|
|
|
Oct 16, 2023
Q3 2023
|
First Premier Bank
|
SELL
|
- |
-75- 27.27% |
$7.69K - $8.05K
|
200
$21.1K
|
|
|
Oct 16, 2023
Q3 2023
|
Lake Hills Wealth Management, LLC
|
SELL
|
- |
-209- 6.71% |
$21.4K - $22.4K
|
2.91K
$307K
|
|
|
Oct 16, 2023
Q3 2023
|
Mc Broom & Associates, LLC
|
SELL
|
- |
-752- 10.59% |
$77.1K - $80.8K
|
6.35K
$671K
|
|
|
Oct 13, 2023
Q3 2023
|
Monumental Financial Group Inc.
|
BUY
|
- |
2.16KNew |
$221K - $231K
|
2.16K
$228K
|
|
|
Oct 13, 2023
Q3 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
100+ 42.37% |
$10.3K - $10.7K
|
336
$35.5K
|
|
|
Oct 11, 2023
Q3 2023
|
Independent Wealth Network Inc.
|
SELL
|
- |
-100- 4.58% |
$10.3K - $10.7K
|
2.08K
$220K
|
|
|
Oct 11, 2023
Q3 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-216- 11.99% |
$22.1K - $23.2K
|
1.59K
$168K
|
|
|
Oct 10, 2023
Q3 2023
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
4New |
$410 - $430
|
4
$423
|
|
|
Oct 10, 2023
Q3 2023
|
Founders Capital Management
|
SELL
|
- |
-620- 93.37% |
$63.6K - $66.6K
|
44
$4.65K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
2New |
$205 - $215
|
2
$211
|
|
|
Oct 10, 2023
Q3 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-823- 27.5% |
$84.4K - $88.4K
|
2.17K
$229K
|
|
|
Oct 05, 2023
Q3 2023
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
2.54KNew |
$260K - $273K
|
2.54K
$268K
|
|
| Q2 2023 | |||||||
|
Aug 28, 2024
Q2 2023
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
7.3KNew |
$767K - $792K
|
7.3K
$771K
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
276K+ 332.87% |
$29M - $29.9M
|
359K
$37.9M
|
|
|
Nov 08, 2023
Q2 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-9- 0.27% |
$946 - $977
|
3.31K
$350K
|
|
|
Sep 26, 2023
Q2 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-2.69K- 50.13% |
$283K - $292K
|
2.67K
$282K
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
270New |
$28.4K - $29.3K
|
270
$28.5K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
2+ 8.7% |
$210 - $217
|
25
$2.64K
|
|
|
Aug 15, 2023
Q2 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
425New |
$44.7K - $46.1K
|
425
$44.9K
|
|
|
Aug 14, 2023
Q2 2023
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
3New |
$315 - $326
|
3
$317
|
|
|
Aug 14, 2023
Q2 2023
|
Basso Capital Management, L.P.
Stamford, CT |
BUY
|
- |
57New |
$5.99K - $6.19K
|
57
$6.02K
|
|
|
Aug 14, 2023
Q2 2023
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-20.9K- 88.78% |
$2.2M - $2.27M
|
2.64K
$279K
|
|
|
Aug 14, 2023
Q2 2023
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
2.06KNew |
$217K - $224K
|
2.06K
$218K
|
|
|
Aug 14, 2023
Q2 2023
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
735New |
$77.3K - $79.8K
|
735
$77.7K
|
|
|
Aug 14, 2023
Q2 2023
|
Cantor Fitzgerald, L. P.
New York, NY |
BUY
|
- |
5.57KNew |
$585K - $604K
|
5.57K
$588K
|
|
|
Aug 14, 2023
Q2 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
32.5KNew |
$3.42M - $3.53M
|
32.5K
$3.43M
|
|
|
Aug 14, 2023
Q2 2023
|
First National Bank Of Omaha
Omaha, NE |
BUY
|
- |
159+ 2.75% |
$16.7K - $17.3K
|
5.94K
$627K
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
439+ 14.18% |
$46.2K - $47.7K
|
3.53K
$373K
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
2.23K+ 0.62% |
$235K - $242K
|
361K
$38.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-45- 0.74% |
$4.73K - $4.89K
|
6.06K
$641K
|
|
|
Aug 10, 2023
Q2 2023
|
Aaf Wealth Management, LLC
|
BUY
|
- |
12+ 0.63% |
$1.26K - $1.3K
|
1.91K
$201K
|
|
|
Aug 10, 2023
Q2 2023
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-230- 8.9% |
$24.2K - $25K
|
2.35K
$249K
|
|
|
Aug 10, 2023
Q2 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
2.04KNew |
$214K - $221K
|
2.04K
$215K
|
|
|
Aug 10, 2023
Q2 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-100- 3.85% |
$10.5K - $10.9K
|
2.5K
$264K
|
|
|
Aug 10, 2023
Q2 2023
|
Hollencrest Capital Management
|
SELL
|
- |
-320- 97.56% |
$33.7K - $34.7K
|
8
$845
|
|
|
Aug 10, 2023
Q2 2023
|
Strategic Financial Planning, Inc.
|
SELL
|
- |
-64- 3.02% |
$6.73K - $6.95K
|
2.06K
$217K
|
|
|
Aug 09, 2023
Q2 2023
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
300+ 1.75% |
$31.5K - $32.6K
|
17.4K
$1.84M
|
|
|
Aug 09, 2023
Q2 2023
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
BUY
|
- |
21KNew |
$2.21M - $2.28M
|
21K
$2.22M
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-4.67K- 10.39% |
$491K - $507K
|
40.2K
$4.25M
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
1.8K+ 6.62% |
$189K - $195K
|
28.9K
$3.06M
|
|
|
Aug 08, 2023
Q2 2023
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-215- 36.44% |
$22.6K - $23.3K
|
375
$39.6K
|
|
|
Aug 08, 2023
Q2 2023
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-873- 15.85% |
$91.8K - $94.8K
|
4.64K
$490K
|
|
|
Aug 08, 2023
Q2 2023
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
1.57KNew |
$166K - $171K
|
1.57K
$166K
|
|
|
Aug 07, 2023
Q2 2023
|
Grandfield & Dodd, LLC
|
BUY
|
- |
6.31KNew |
$664K - $685K
|
6.31K
$667K
|
|
|
Aug 04, 2023
Q2 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
11+ 0.24% |
$1.16K - $1.19K
|
4.52K
$478K
|
|
|
Aug 03, 2023
Q2 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
1.95KNew |
$205K - $212K
|
1.95K
$206K
|
|
|
Aug 02, 2023
Q2 2023
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
2.51KNew |
$264K - $273K
|
2.51K
$266K
|
|
|
Aug 01, 2023
Q2 2023
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
2.02KNew |
$212K - $219K
|
2.02K
$213K
|
|