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 16, 2024
Q3 2024
|
Sweet Financial Partners, LLC
|
BUY
|
- |
7.32K+ 56.88% |
$777K - $796K
|
20.2K
$2.15M
|
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-5.32K- 6.75% |
$565K - $578K
|
73.5K
$7.82M
|
|
|
Oct 15, 2024
Q3 2024
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
165KNew |
$17.5M - $17.9M
|
165K
$17.6M
|
|
|
Oct 15, 2024
Q3 2024
|
Htlf Bank
Denver, CO |
BUY
|
- |
849+ 9.16% |
$90.1K - $92.3K
|
10.1K
$1.08M
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-31- 31.31% |
$3.29K - $3.37K
|
68
$7.24K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
912+ 361.9% |
$96.8K - $99.1K
|
1.16K
$124K
|
|
|
Oct 11, 2024
Q3 2024
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
400+ 3.37% |
$42.5K - $43.5K
|
12.3K
$1.31M
|
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
1.71K+ 8.51% |
$181K - $186K
|
21.8K
$2.32M
|
|
|
Oct 11, 2024
Q3 2024
|
Occidental Asset Management, LLC
|
SELL
|
- |
-259- 12.02% |
$27.5K - $28.2K
|
1.9K
$202K
|
|
|
Oct 10, 2024
Q3 2024
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-400- 5.88% |
$42.5K - $43.5K
|
6.41K
$682K
|
|
|
Oct 10, 2024
Q3 2024
|
Cra Financial Services, LLC
|
SELL
|
- |
-300- 11.15% |
$31.8K - $32.6K
|
2.39K
$254K
|
|
|
Oct 09, 2024
Q3 2024
|
Life Pro Asset Management
|
SELL
|
- |
-2.25K- 18.19% |
$239K - $245K
|
10.1K
$1.08M
|
|
|
Oct 09, 2024
Q3 2024
|
West Coast Financial LLC
|
SELL
|
- |
-82- 2.07% |
$8.7K - $8.91K
|
3.89K
$414K
|
|
|
Oct 08, 2024
Q3 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-125- 5.11% |
$13.3K - $13.6K
|
2.32K
$247K
|
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
604New |
$64.1K - $65.7K
|
604
$64.3K
|
|
|
Oct 07, 2024
Q3 2024
|
Platte River Wealth Advisors, LLC
|
BUY
|
- |
3.75K+ 5.52% |
$398K - $408K
|
71.7K
$7.63M
|
|
|
Oct 04, 2024
Q3 2024
|
Lwmg, LLC
Lake Elmo, MN |
SELL
|
- |
-253- 9.63% |
$26.9K - $27.5K
|
2.37K
$253K
|
|
| Q2 2024 | |||||||
|
Mar 11, 2025
Q2 2024
|
Private Capital Management LLC
|
SELL
|
- |
-5.01K- 81.84% |
$527K - $536K
|
1.11K
$118K
|
|
|
Feb 20, 2025
Q2 2024
|
Clare Market Investments LLC
Dallas, TX |
SELL
|
- |
-2.1KClosed |
$221K - $225K
|
0
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
5.72KNew |
$602K - $613K
|
5.72K
$608K
|
|
|
Aug 14, 2024
Q2 2024
|
Wfa Of San Diego, LLC
|
BUY
|
- |
1.22KNew |
$128K - $130K
|
1.22K
$129K
|
|
|
Aug 14, 2024
Q2 2024
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-161- 1.03% |
$17K - $17.3K
|
15.5K
$1.65M
|
|
|
Aug 14, 2024
Q2 2024
|
Wunderlich Capital Managemnt
Memphis, TN |
BUY
|
- |
662+ 2.08% |
$69.8K - $70.9K
|
32.6K
$3.46M
|
|
|
Aug 14, 2024
Q2 2024
|
Gateway Advisory, LLC
Westfield, NJ |
SELL
|
- |
-1- 0.04% |
$105 - $107
|
2.68K
$285K
|
|
|
Aug 14, 2024
Q2 2024
|
Carmenna Advisors LLC
New York, NY |
BUY
|
- |
32.8KNew |
$3.45M - $3.51M
|
32.8K
$3.49M
|
|
|
Aug 14, 2024
Q2 2024
|
Regis Acquisition Inc.
Denver, CO |
BUY
|
- |
1.22K+ 12.89% |
$128K - $130K
|
10.6K
$1.13M
|
|
|
Aug 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
788New |
$83K - $84.4K
|
788
$83.9K
|
|
|
Aug 14, 2024
Q2 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
40New |
$4.21K - $4.29K
|
40
$4.26K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Counsel, LLC
Denver, CO |
SELL
|
- |
-2.01KClosed |
$212K - $215K
|
0
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
7.87KNew |
$829K - $844K
|
7.87K
$838K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-25.3K- 8.42% |
$2.67M - $2.71M
|
276K
$29.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Pillar Wealth Advisors, LLC
|
SELL
|
- |
-2.97K- 54.24% |
$313K - $318K
|
2.51K
$267K
|
|
|
Aug 12, 2024
Q2 2024
|
Girard Partners Ltd.
|
SELL
|
- |
-1.76K- 1.82% |
$186K - $189K
|
95K
$10.1M
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-3.89K- 3.32% |
$410K - $417K
|
113K
$12.1M
|
|
|
Aug 12, 2024
Q2 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
11.5KNew |
$1.21M - $1.23M
|
11.5K
$1.23M
|
|
|
Aug 12, 2024
Q2 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-93- 94.9% |
$9.8K - $9.97K
|
5
$532
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-585- 1.83% |
$61.6K - $62.7K
|
31.4K
$3.34M
|
|
|
Aug 12, 2024
Q2 2024
|
Bright Financial Advisors, Inc.
Portage, MI |
SELL
|
- |
-166- 5.04% |
$17.5K - $17.8K
|
3.13K
$333K
|
|
|
Aug 12, 2024
Q2 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-4.74K- 32.6% |
$499K - $508K
|
9.8K
$1.04M
|
|
|
Aug 09, 2024
Q2 2024
|
One Degree Advisors Inc
San Diego, CA |
SELL
|
- |
-73- 2.28% |
$7.69K - $7.82K
|
3.12K
$332K
|
|
|
Aug 09, 2024
Q2 2024
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-690- 24.86% |
$72.7K - $73.9K
|
2.09K
$222K
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
328New |
$34.6K - $35.1K
|
328
$34.9K
|
|
|
Aug 08, 2024
Q2 2024
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
77New |
$8.11K - $8.25K
|
77
$8.2K
|
|
|
Aug 08, 2024
Q2 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
413New |
$43.5K - $44.3K
|
413
$44K
|
|
|
Aug 08, 2024
Q2 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
11KNew |
$1.16M - $1.18M
|
11K
$1.17M
|
|
|
Aug 08, 2024
Q2 2024
|
Teilinger Capital Ltd.
Houston, TX |
BUY
|
- |
130KNew |
$13.7M - $13.9M
|
130K
$13.8M
|
|
|
Aug 07, 2024
Q2 2024
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
2.73KNew |
$288K - $293K
|
2.73K
$291K
|
|
|
Aug 07, 2024
Q2 2024
|
Gables Capital Management Inc.
|
BUY
|
- |
1New |
$105 - $107
|
1
$106
|
|
|
Aug 07, 2024
Q2 2024
|
Horizon Family Wealth, Inc.
|
SELL
|
- |
-19.7K- 87.87% |
$2.08M - $2.11M
|
2.72K
$289K
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
30New |
$3.16K - $3.21K
|
30
$3.19K
|
|