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 06, 2024
Q2 2024
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
SELL
|
- |
-6.27K- 7.06% |
$661K - $672K
|
82.6K
$8.79M
|
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
785New |
$82.7K - $84.1K
|
785
$83.5K
|
|
|
Aug 05, 2024
Q2 2024
|
Slocum, Gordon & CO LLP
Newport, RI |
BUY
|
- |
307New |
$32.3K - $32.9K
|
307
$32.7K
|
|
|
Aug 05, 2024
Q2 2024
|
Regis Management CO LLC
|
BUY
|
- |
1.1K+ 28.95% |
$116K - $118K
|
4.9K
$522K
|
|
|
Aug 02, 2024
Q2 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
6.26KNew |
$659K - $670K
|
6.26K
$666K
|
|
|
Aug 02, 2024
Q2 2024
|
Wealth Effects LLC
|
BUY
|
- |
353+ 13.46% |
$37.2K - $37.8K
|
2.98K
$317K
|
|
|
Jul 31, 2024
Q2 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-48- 2.77% |
$5.06K - $5.14K
|
1.68K
$179K
|
|
|
Jul 31, 2024
Q2 2024
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-640- 76.19% |
$67.4K - $68.6K
|
200
$21.3K
|
|
|
Jul 31, 2024
Q2 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-69- 1.75% |
$7.27K - $7.39K
|
3.88K
$413K
|
|
|
Jul 31, 2024
Q2 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
1.26KNew |
$132K - $135K
|
1.26K
$134K
|
|
|
Jul 31, 2024
Q2 2024
|
Spinnaker Trust
|
SELL
|
- |
-425- 2.58% |
$44.8K - $45.5K
|
16K
$1.71M
|
|
|
Jul 30, 2024
Q2 2024
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-6.31K- 45.91% |
$665K - $676K
|
7.43K
$791K
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
SELL
|
- |
-2.59K- 3.38% |
$272K - $277K
|
73.8K
$7.86M
|
|
|
Jul 26, 2024
Q2 2024
|
Tenon Financial LLC
Metuchen, NJ |
BUY
|
- |
2.01KNew |
$212K - $215K
|
2.01K
$214K
|
|
|
Jul 25, 2024
Q2 2024
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
4.92KNew |
$518K - $527K
|
4.92K
$523K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
183New |
$19.3K - $19.6K
|
183
$19.5K
|
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
90New |
$9.48K - $9.64K
|
90
$9.58K
|
|
|
Jul 23, 2024
Q2 2024
|
Essex Savings Bank
|
SELL
|
- |
-328- 4.75% |
$34.6K - $35.1K
|
6.58K
$700K
|
|
|
Jul 22, 2024
Q2 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
4New |
$421 - $429
|
4
$426
|
|
|
Jul 19, 2024
Q2 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
66+ 3.18% |
$6.95K - $7.07K
|
2.14K
$228K
|
|
|
Jul 19, 2024
Q2 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
8.17K+ 433.12% |
$861K - $876K
|
10.1K
$1.07M
|
|
|
Jul 17, 2024
Q2 2024
|
New Potomac Partners, LLC
|
BUY
|
- |
200+ 3.13% |
$21.1K - $21.4K
|
6.58K
$700K
|
|
|
Jul 16, 2024
Q2 2024
|
Friedenthal Financial
|
BUY
|
- |
311+ 24.16% |
$32.8K - $33.3K
|
1.6K
$170K
|
|
|
Jul 16, 2024
Q2 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
213New |
$22.4K - $22.8K
|
213
$22.7K
|
|
|
Jul 16, 2024
Q2 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
4.59KNew |
$484K - $492K
|
4.59K
$489K
|
|
|
Jul 12, 2024
Q2 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
14+ 0.69% |
$1.48K - $1.5K
|
2.03K
$216K
|
|
|
Jul 11, 2024
Q2 2024
|
Warther Private Wealth, LLC
Akron, OH |
BUY
|
- |
2.33KNew |
$246K - $250K
|
2.33K
$248K
|
|
|
Jul 09, 2024
Q2 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-461- 29.31% |
$48.6K - $49.4K
|
1.11K
$118K
|
|
|
Jul 09, 2024
Q2 2024
|
Arden Trust CO
|
BUY
|
- |
495+ 2.83% |
$52.2K - $53K
|
18K
$1.91M
|
|
|
Jul 08, 2024
Q2 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-14- 4.22% |
$1.48K - $1.5K
|
318
$33.8K
|
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
313New |
$33K - $33.5K
|
313
$33.3K
|
|
| Q1 2024 | |||||||
|
Feb 27, 2025
Q1 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-299Closed |
$32.1K - $32.5K
|
0
$0
|
|
|
Feb 05, 2025
Q1 2024
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
514New |
$55.2K - $55.9K
|
514
$54.7K
|
|
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-300- 79.37% |
$32.2K - $32.6K
|
78
$8.3K
|
|
|
Oct 31, 2024
Q1 2024
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-928- 20.71% |
$99.7K - $101K
|
3.55K
$378K
|
|
|
Aug 16, 2024
Q1 2024
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
9.1KNew |
$977K - $990K
|
9.1K
$969K
|
|
|
May 31, 2024
Q1 2024
|
First Citizens Financial Corp
|
BUY
|
- |
494+ 14.14% |
$53.1K - $53.7K
|
3.99K
$424K
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-4.13K- 39.39% |
$443K - $449K
|
6.35K
$676K
|
|
|
May 15, 2024
Q1 2024
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
PUT |
700+ 15.56% |
$75.2K - $76.1K
|
5.2K
$553K
|
|
|
May 15, 2024
Q1 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
347New |
$37.3K - $37.7K
|
347
$36.9K
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
350New |
$37.6K - $38.1K
|
350
$37.3K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
22.1KNew |
$2.38M - $2.41M
|
22.1K
$2.36M
|
|
|
May 15, 2024
Q1 2024
|
Barclays PLC
London, X0 |
SELL
|
- |
-928K- 99.94% |
$99.7M - $101M
|
540
$57.5K
|
|
|
May 15, 2024
Q1 2024
|
Treynor Bancshares, Inc.
|
SELL
|
- |
-248- 3.2% |
$26.6K - $27K
|
7.5K
$798K
|
|
|
May 15, 2024
Q1 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
22New |
$2.36K - $2.39K
|
22
$2.34K
|
|
|
May 14, 2024
Q1 2024
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
49.9K+ 8.94% |
$5.36M - $5.43M
|
608K
$64.7M
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
7+ 3.37% |
$752 - $761
|
215
$22.9K
|
|
|
May 14, 2024
Q1 2024
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-1.71K- 43.73% |
$183K - $186K
|
2.2K
$234K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
5.93K+ 0.87% |
$637K - $645K
|
687K
$73.1M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
84.1K+ 58.36% |
$9.03M - $9.14M
|
228K
$24.3M
|
|