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 13, 2024
Q3 2024
|
Diversified, LLC
|
BUY
|
- |
3.01K+ 11.18% |
$320K - $327K
|
30K
$3.19M
|
|
|
Nov 13, 2024
Q3 2024
|
Davidson Trust CO
|
SELL
|
- |
-450- 8.26% |
$47.8K - $48.9K
|
5K
$532K
|
|
|
Nov 13, 2024
Q3 2024
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
763+ 10.45% |
$81K - $82.9K
|
8.07K
$858K
|
|
|
Nov 13, 2024
Q3 2024
|
Todd Asset Management LLC
|
SELL
|
- |
-610- 21.57% |
$64.7K - $66.3K
|
2.22K
$236K
|
|
|
Nov 13, 2024
Q3 2024
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
2.7KNew |
$287K - $293K
|
2.7K
$287K
|
|
|
Nov 13, 2024
Q3 2024
|
Cito Capital Group, LLC
Miami, FL |
BUY
|
- |
500+ 24.46% |
$53.1K - $54.4K
|
2.54K
$271K
|
|
|
Nov 13, 2024
Q3 2024
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-135- 6.28% |
$14.3K - $14.7K
|
2.02K
$214K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-3.36K- 6.64% |
$356K - $365K
|
47.2K
$5.02M
|
|
|
Nov 12, 2024
Q3 2024
|
Investors Research Corp
|
BUY
|
- |
63New |
$6.69K - $6.85K
|
63
$6.71K
|
|
|
Nov 12, 2024
Q3 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
SELL
|
- |
-247- 9.93% |
$26.2K - $26.8K
|
2.24K
$239K
|
|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
BUY
|
- |
443+ 10.57% |
$47K - $48.2K
|
4.63K
$493K
|
|
|
Nov 12, 2024
Q3 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
500KNew |
$53.1M - $54.4M
|
500K
$53.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
9.45K+ 123.07% |
$1M - $1.03M
|
17.1K
$1.82M
|
|
|
Nov 08, 2024
Q3 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
80+ 2.83% |
$8.49K - $8.7K
|
2.91K
$309K
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
18New |
$1.91K - $1.96K
|
18
$1.92K
|
|
|
Nov 08, 2024
Q3 2024
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
2.89KNew |
$307K - $314K
|
2.89K
$308K
|
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
2.07K+ 5.7% |
$219K - $225K
|
38.3K
$4.08M
|
|
|
Nov 07, 2024
Q3 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-499- 16.38% |
$53K - $54.2K
|
2.55K
$271K
|
|
|
Nov 06, 2024
Q3 2024
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
1.84KNew |
$195K - $200K
|
1.84K
$195K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
5New |
$531 - $544
|
5
$532
|
|
|
Nov 06, 2024
Q3 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-326- 7.28% |
$34.6K - $35.4K
|
4.15K
$442K
|
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
SELL
|
- |
-18- 13.24% |
$1.91K - $1.96K
|
118
$12.6K
|
|
|
Nov 06, 2024
Q3 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-283- 39.14% |
$30K - $30.8K
|
440
$46.8K
|
|
|
Nov 06, 2024
Q3 2024
|
Obsidian Personal Planning Solutions LLC
|
SELL
|
- |
-93- 3.87% |
$9.87K - $10.1K
|
2.31K
$246K
|
|
|
Nov 05, 2024
Q3 2024
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
4.52KNew |
$479K - $491K
|
4.52K
$481K
|
|
|
Nov 05, 2024
Q3 2024
|
Victory Capital Management Inc
|
BUY
|
- |
5K+ 100.0% |
$531K - $544K
|
10K
$1.06M
|
|
|
Nov 05, 2024
Q3 2024
|
Fortis Capital Management LLC
|
BUY
|
- |
40+ 0.69% |
$4.25K - $4.35K
|
5.87K
$625K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
1.67K+ 41.8% |
$177K - $181K
|
5.66K
$602K
|
|
|
Nov 01, 2024
Q3 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-1.95K- 22.37% |
$206K - $211K
|
6.75K
$718K
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
600+ 75.0% |
$63.7K - $65.2K
|
1.4K
$149K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
303New |
$32.2K - $32.9K
|
303
$32.2K
|
|
|
Oct 31, 2024
Q3 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-439- 18.52% |
$46.6K - $47.7K
|
1.93K
$206K
|
|
|
Oct 31, 2024
Q3 2024
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
7.4KNew |
$785K - $804K
|
7.4K
$787K
|
|
|
Oct 31, 2024
Q3 2024
|
Presidio Capital Management, LLC
|
SELL
|
- |
-1.94K- 43.08% |
$206K - $211K
|
2.56K
$272K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
90+ 0.62% |
$9.55K - $9.78K
|
14.6K
$1.56M
|
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-121- 19.93% |
$12.8K - $13.2K
|
486
$51.7K
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
799+ 40.97% |
$84.8K - $86.9K
|
2.75K
$293K
|
|
|
Oct 29, 2024
Q3 2024
|
Harvey Capital Management Inc
|
SELL
|
- |
-90- 3.46% |
$9.55K - $9.78K
|
2.51K
$267K
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-49- 14.45% |
$5.2K - $5.33K
|
290
$30.9K
|
|
|
Oct 25, 2024
Q3 2024
|
Tnf LLC
|
SELL
|
- |
-20.9K- 41.94% |
$2.22M - $2.27M
|
28.9K
$3.08M
|
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
900New |
$95.5K - $97.8K
|
900
$95.8K
|
|
|
Oct 22, 2024
Q3 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
148+ 7.47% |
$15.7K - $16.1K
|
2.13K
$226K
|
|
|
Oct 22, 2024
Q3 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-42- 33.87% |
$4.46K - $4.57K
|
82
$8.73K
|
|
|
Oct 22, 2024
Q3 2024
|
Bts Asset Management, Inc.
|
BUY
|
- |
4.55KNew |
$483K - $495K
|
4.55K
$485K
|
|
|
Oct 21, 2024
Q3 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
2.27K+ 62.09% |
$241K - $247K
|
5.93K
$631K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-7.43K- 1.79% |
$788K - $807K
|
408K
$43.5M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.76K- 0.26% |
$186K - $191K
|
684K
$72.8M
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
2+ 0.38% |
$212 - $217
|
534
$56.8K
|
|
|
Oct 18, 2024
Q3 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
2.3KNew |
$244K - $250K
|
2.3K
$245K
|
|
|
Oct 17, 2024
Q3 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
74New |
$7.85K - $8.04K
|
74
$7.88K
|