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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-529- 92.97% |
$55.5K - $57.4K
|
40
$4.23K
|
|
|
May 09, 2023
Q1 2023
|
Integrity Financial Corp
|
BUY
|
- |
2New |
$210 - $217
|
2
$211
|
|
|
May 05, 2023
Q1 2023
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
1.95KNew |
$205K - $212K
|
1.95K
$206K
|
|
|
May 05, 2023
Q1 2023
|
Tri Star Advisors Inc.
|
BUY
|
- |
271New |
$28.5K - $29.4K
|
271
$28.6K
|
|
|
May 05, 2023
Q1 2023
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
2.16KNew |
$226K - $234K
|
2.16K
$228K
|
|
|
May 05, 2023
Q1 2023
|
Wambolt & Associates, LLC
|
BUY
|
- |
16.9KNew |
$1.78M - $1.83M
|
16.9K
$1.79M
|
|
|
May 04, 2023
Q1 2023
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
4.15KNew |
$436K - $450K
|
4.15K
$439K
|
|
|
May 04, 2023
Q1 2023
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
51+ 0.59% |
$5.35K - $5.53K
|
8.75K
$925K
|
|
|
May 04, 2023
Q1 2023
|
Barber Financial Group, Inc.
|
BUY
|
- |
1.89K+ 38.84% |
$199K - $205K
|
6.77K
$715K
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
1.43KNew |
$150K - $155K
|
1.43K
$151K
|
|
|
May 02, 2023
Q1 2023
|
Investment Advisory Group, LLC
|
SELL
|
- |
-550- 21.29% |
$57.7K - $59.7K
|
2.03K
$215K
|
|
|
May 02, 2023
Q1 2023
|
True Capital Management
San Francisco, CA |
BUY
|
- |
10+ 0.41% |
$1.05K - $1.08K
|
2.44K
$258K
|
|
|
May 02, 2023
Q1 2023
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
4.95KNew |
$519K - $537K
|
4.95K
$523K
|
|
|
May 02, 2023
Q1 2023
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-23.2K- 87.19% |
$2.43M - $2.51M
|
3.4K
$360K
|
|
|
May 01, 2023
Q1 2023
|
Crestone Asset Management LLC
|
BUY
|
- |
9.64KNew |
$1.01M - $1.05M
|
9.64K
$1.02M
|
|
|
Apr 28, 2023
Q1 2023
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-6.24K- 73.23% |
$655K - $677K
|
2.28K
$241K
|
|
|
Apr 26, 2023
Q1 2023
|
Highview Capital Management LLC
|
BUY
|
- |
3.61K+ 76.83% |
$379K - $392K
|
8.31K
$878K
|
|
|
Apr 26, 2023
Q1 2023
|
Sabal Trust CO
|
SELL
|
- |
-300- 8.55% |
$31.5K - $32.5K
|
3.21K
$339K
|
|
|
Apr 24, 2023
Q1 2023
|
Peak Financial Management, Inc.
|
BUY
|
- |
88+ 3.23% |
$9.24K - $9.55K
|
2.81K
$297K
|
|
|
Apr 20, 2023
Q1 2023
|
Blue Zone Wealth Advisors, LLC
|
SELL
|
- |
-500- 7.6% |
$52.5K - $54.2K
|
6.08K
$642K
|
|
|
Apr 18, 2023
Q1 2023
|
Affiance Financial, LLC
|
SELL
|
- |
-9.9K- 79.3% |
$1.04M - $1.07M
|
2.59K
$273K
|
|
|
Apr 18, 2023
Q1 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
1.9K+ 54.6% |
$199K - $206K
|
5.38K
$568K
|
|
|
Apr 17, 2023
Q1 2023
|
Wealth Cmt
|
SELL
|
- |
-1.75K- 2.27% |
$184K - $190K
|
75.3K
$7.96M
|
|
|
Apr 17, 2023
Q1 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
4New |
$420 - $434
|
4
$423
|
|
|
Apr 14, 2023
Q1 2023
|
Transform Wealth, LLC
|
BUY
|
- |
58.9KNew |
$6.19M - $6.39M
|
58.9K
$6.22M
|
|
|
Apr 14, 2023
Q1 2023
|
Nvest Financial, LLC
|
BUY
|
- |
5.31KNew |
$558K - $576K
|
5.31K
$561K
|
|
|
Apr 13, 2023
Q1 2023
|
Central Bank & Trust CO
|
BUY
|
- |
104+ 8.83% |
$10.9K - $11.3K
|
1.28K
$135K
|
|
|
Apr 12, 2023
Q1 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-174- 36.55% |
$18.3K - $18.9K
|
302
$31.9K
|
|
|
Apr 12, 2023
Q1 2023
|
Retireful, LLC
|
BUY
|
- |
4.35KNew |
$457K - $472K
|
4.35K
$460K
|
|
|
Apr 11, 2023
Q1 2023
|
Catalyst Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
5.55KNew |
$583K - $602K
|
5.55K
$586K
|
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-4.5K- 3.51% |
$472K - $488K
|
124K
$13.1M
|
|
| Q4 2022 | |||||||
|
Sep 06, 2024
Q4 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
384+ 3.93% |
$39K - $41K
|
10.2K
$1.07M
|
|
|
Sep 04, 2024
Q4 2022
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
2.49KNew |
$253K - $266K
|
2.49K
$263K
|
|
|
Aug 06, 2024
Q4 2022
|
Hantz Financial Services, Inc.
|
BUY
|
- |
12New |
$1.22K - $1.28K
|
12
$1.27K
|
|
|
Mar 30, 2023
Q4 2022
|
Reframe Wealth, LLC
Fairfax, VA |
BUY
|
- |
198KNew |
$20.1M - $21.1M
|
198K
$20.9M
|
|
|
Mar 01, 2023
Q4 2022
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
2.18KNew |
$221K - $232K
|
2.18K
$230K
|
|
|
Feb 27, 2023
Q4 2022
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
6.61KNew |
$671K - $706K
|
6.61K
$699K
|
|
|
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
5.03KNew |
$510K - $536K
|
5.03K
$531K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
4New |
$406 - $427
|
4
$423
|
|
|
Feb 15, 2023
Q4 2022
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
808New |
$82K - $86.2K
|
808
$85.4K
|
|
|
Feb 15, 2023
Q4 2022
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
3New |
$305 - $320
|
3
$317
|
|
|
Feb 14, 2023
Q4 2022
|
Powell Investment Advisors, LLC
|
BUY
|
- |
151+ 0.79% |
$15.3K - $16.1K
|
19.2K
$2.03M
|
|
|
Feb 14, 2023
Q4 2022
|
F3 Logic, LLC
|
SELL
|
- |
-318- 5.95% |
$32.3K - $33.9K
|
5.03K
$531K
|
|
|
Feb 14, 2023
Q4 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
SELL
|
- |
-53.4K- 35.1% |
$5.42M - $5.7M
|
98.8K
$10.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
13.5KNew |
$1.37M - $1.44M
|
13.5K
$1.43M
|
|
|
Feb 14, 2023
Q4 2022
|
Comprehensive Financial Management LLC
Los Gatos, CA |
BUY
|
- |
12KNew |
$1.22M - $1.28M
|
12K
$1.27M
|
|
|
Feb 14, 2023
Q4 2022
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
123K+ 4471.01% |
$12.5M - $13.2M
|
126K
$13.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-384- 15.6% |
$39K - $41K
|
2.08K
$220K
|
|
|
Feb 14, 2023
Q4 2022
|
Allstate Investment Management CO
Northbrook, IL |
BUY
|
- |
604KNew |
$61.3M - $64.4M
|
604K
$63.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
589+ 15.68% |
$59.8K - $62.9K
|
4.35K
$459K
|
|