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 |
|---|---|---|---|---|---|---|---|
|
Aug 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
2.05KNew |
$215K - $222K
|
2.05K
$216K
|
|
|
Aug 01, 2023
Q2 2023
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-150- 6.98% |
$15.8K - $16.3K
|
2K
$211K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
312K+ 11.1% |
$32.8M - $33.9M
|
3.13M
$330M
|
|
|
Jul 31, 2023
Q2 2023
|
Bms Financial Advisors, LLC
|
SELL
|
- |
-7.85K- 48.05% |
$826K - $853K
|
8.49K
$897K
|
|
|
Jul 31, 2023
Q2 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-351- 14.53% |
$36.9K - $38.1K
|
2.06K
$218K
|
|
|
Jul 26, 2023
Q2 2023
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-846- 29.36% |
$89K - $91.9K
|
2.04K
$215K
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
SELL
|
- |
-348- 17.28% |
$36.6K - $37.8K
|
1.67K
$176K
|
|
|
Jul 24, 2023
Q2 2023
|
Wealthpoint, LLC
|
BUY
|
- |
5+ 0.19% |
$526 - $543
|
2.68K
$283K
|
|
|
Jul 24, 2023
Q2 2023
|
Rye Brook Capital LLC
|
BUY
|
- |
1.9KNew |
$200K - $206K
|
1.9K
$201K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-62- 1.2% |
$6.52K - $6.73K
|
5.11K
$540K
|
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-1.14K- 6.3% |
$120K - $124K
|
17K
$1.8M
|
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-5.04K- 1.07% |
$529K - $547K
|
465K
$49.1M
|
|
|
Jul 20, 2023
Q2 2023
|
Trinity Financial Advisors LLC
|
BUY
|
- |
2.55KNew |
$268K - $276K
|
2.55K
$269K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
342New |
$36K - $37.1K
|
342
$36.1K
|
|
|
Jul 17, 2023
Q2 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
816New |
$85.8K - $88.6K
|
816
$86.2K
|
|
|
Jul 17, 2023
Q2 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
945+ 36.7% |
$99.4K - $103K
|
3.52K
$372K
|
|
|
Jul 14, 2023
Q2 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
26+ 0.89% |
$2.73K - $2.82K
|
2.95K
$312K
|
|
|
Jul 14, 2023
Q2 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
101New |
$10.6K - $11K
|
101
$10.7K
|
|
|
Jul 14, 2023
Q2 2023
|
Financial Connections Group, Inc.
|
BUY
|
- |
733+ 83.58% |
$77.1K - $79.6K
|
1.61K
$170K
|
|
|
Jul 13, 2023
Q2 2023
|
Atlas Private Wealth Management
|
BUY
|
- |
2.11KNew |
$222K - $230K
|
2.11K
$223K
|
|
|
Jul 13, 2023
Q2 2023
|
Qp Wealth Management, LLC
|
SELL
|
- |
-1.99K- 50.51% |
$209K - $216K
|
1.95K
$205K
|
|
|
Jul 13, 2023
Q2 2023
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
3.29KNew |
$345K - $357K
|
3.29K
$347K
|
|
|
Jul 12, 2023
Q2 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
39New |
$4.1K - $4.23K
|
39
$4.12K
|
|
|
Jul 11, 2023
Q2 2023
|
Stokes Capital Advisors, LLC
|
SELL
|
- |
-4.08K- 28.23% |
$429K - $443K
|
10.4K
$1.1M
|
|
|
Jul 11, 2023
Q2 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
6KNew |
$631K - $651K
|
6K
$634K
|
|
|
Jul 10, 2023
Q2 2023
|
Dakota Community Bank & Trust Na
Hebron, ND |
SELL
|
- |
-831- 46.04% |
$87.4K - $90.2K
|
974
$103K
|
|
|
Jul 07, 2023
Q2 2023
|
First Community Trust Na
|
BUY
|
- |
2.18KNew |
$229K - $236K
|
2.18K
$230K
|
|
| Q1 2023 | |||||||
|
May 15, 2024
Q1 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-15Closed |
$1.57K - $1.63K
|
0
$0
|
|
|
Apr 26, 2024
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
25+ 44.64% |
$2.62K - $2.71K
|
81
$8.56K
|
|
|
Dec 18, 2023
Q1 2023
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-25Closed |
$2.62K - $2.71K
|
0
$0
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-100Closed |
$10.5K - $10.8K
|
0
$0
|
|
|
May 24, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
292+ 270.37% |
$30.7K - $31.7K
|
400
$42.3K
|
|
|
May 22, 2023
Q1 2023
|
American Trust
Lexington, KY |
BUY
|
- |
2.13KNew |
$223K - $231K
|
2.13K
$225K
|
|
|
May 22, 2023
Q1 2023
|
Aspireon Wealth Advisors
|
SELL
|
- |
-5.72K- 39.77% |
$601K - $621K
|
8.66K
$915K
|
|
|
May 17, 2023
Q1 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-25.1K- 99.07% |
$2.63M - $2.72M
|
235
$24.8K
|
|
|
May 15, 2023
Q1 2023
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-71- 2.69% |
$7.45K - $7.7K
|
2.57K
$271K
|
|
|
May 15, 2023
Q1 2023
|
Avalon Investment & Advisory
Houston, TX |
SELL
|
- |
-2.44K- 17.52% |
$256K - $265K
|
11.5K
$1.21M
|
|
|
May 15, 2023
Q1 2023
|
Ascendant Capital Management, LLC
Los Angeles, CA |
BUY
|
- |
16K+ 94.12% |
$1.68M - $1.74M
|
33K
$3.49M
|
|
|
May 15, 2023
Q1 2023
|
Family Management Corp
New York, NY |
SELL
|
- |
-2.34K- 89.18% |
$246K - $254K
|
284
$30K
|
|
|
May 15, 2023
Q1 2023
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
165K+ 173.41% |
$17.3M - $17.8M
|
259K
$27.4M
|
|
|
May 15, 2023
Q1 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-4.61K- 32.11% |
$484K - $500K
|
9.75K
$1.03M
|
|
|
May 12, 2023
Q1 2023
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
2.97KNew |
$312K - $322K
|
2.97K
$314K
|
|
|
May 12, 2023
Q1 2023
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
1.12K+ 2.75% |
$118K - $122K
|
41.9K
$4.43M
|
|
|
May 12, 2023
Q1 2023
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
75New |
$7.87K - $8.14K
|
75
$7.92K
|
|
|
May 12, 2023
Q1 2023
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-3.68K- 24.0% |
$386K - $399K
|
11.6K
$1.23M
|
|
|
May 12, 2023
Q1 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
1.2KNew |
$125K - $130K
|
1.2K
$126K
|
|
|
May 11, 2023
Q1 2023
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
4New |
$420 - $434
|
4
$423
|
|
|
May 10, 2023
Q1 2023
|
E Rn Financial, LLC
|
SELL
|
- |
-405- 17.62% |
$42.5K - $43.9K
|
1.89K
$200K
|
|
|
May 10, 2023
Q1 2023
|
First Ascent Asset Management, LLC
|
SELL
|
- |
-329- 12.53% |
$34.5K - $35.7K
|
2.3K
$243K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
10.5MNew |
$1.1B - $1.14B
|
10.5M
$1.11B
|
|