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 |
|---|---|---|---|---|---|---|---|
|
Jan 18, 2023
Q4 2022
|
Aries Wealth Management
|
SELL
|
- |
-900- 15.31% |
$91.4K - $96K
|
4.98K
$526K
|
|
|
Jan 18, 2023
Q4 2022
|
De Dora Capital, Inc.
|
BUY
|
- |
97+ 4.59% |
$9.85K - $10.4K
|
2.21K
$233K
|
|
|
Jan 17, 2023
Q4 2022
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
10+ 0.29% |
$1.02K - $1.07K
|
3.49K
$369K
|
|
|
Jan 17, 2023
Q4 2022
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
6New |
$609 - $640
|
6
$634
|
|
|
Jan 13, 2023
Q4 2022
|
Baldrige Asset Management LLC
|
SELL
|
- |
-1.13K- 90.76% |
$115K - $120K
|
115
$12.1K
|
|
|
Jan 12, 2023
Q4 2022
|
Marquette Asset Management, LLC
|
BUY
|
- |
844New |
$85.7K - $90.1K
|
844
$89.2K
|
|
|
Jan 12, 2023
Q4 2022
|
First National Bank Of South Miami
|
SELL
|
- |
-1.38K- 5.35% |
$140K - $147K
|
24.3K
$2.57M
|
|
|
Jan 12, 2023
Q4 2022
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-16.6K- 70.47% |
$1.68M - $1.77M
|
6.95K
$734K
|
|
|
Jan 12, 2023
Q4 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
SELL
|
- |
-203- 3.93% |
$20.6K - $21.7K
|
4.96K
$524K
|
|
|
Jan 12, 2023
Q4 2022
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-366- 2.51% |
$37.2K - $39.1K
|
14.2K
$1.5M
|
|
|
Jan 11, 2023
Q4 2022
|
New England Guild Wealth Advisors, Inc.
|
BUY
|
- |
7.47K+ 64.62% |
$758K - $797K
|
19K
$2.01M
|
|
|
Jan 11, 2023
Q4 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
6.29KNew |
$638K - $671K
|
6.29K
$664K
|
|
|
Jan 11, 2023
Q4 2022
|
Paladin Advisory Group, LLC
|
BUY
|
CALL |
977+ 4.9% |
$99.2K - $104K
|
20.9K
$2.21M
|
|
|
Jan 10, 2023
Q4 2022
|
Norway Savings Bank
|
SELL
|
- |
-225- 28.13% |
$22.8K - $24K
|
575
$60.7K
|
|
|
Jan 09, 2023
Q4 2022
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
4.94KNew |
$502K - $528K
|
4.94K
$522K
|
|
|
Jan 09, 2023
Q4 2022
|
Align Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
87.4KNew |
$8.87M - $9.33M
|
87.4K
$9.24M
|
|
| Q3 2022 | |||||||
|
Jan 10, 2025
Q3 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
4.25KNew |
$435K - $461K
|
4.25K
$448K
|
|
|
Feb 01, 2023
Q3 2022
|
Keebeck Alpha, LP
Stamford, CT |
SELL
|
- |
-1.62K- 14.63% |
$166K - $176K
|
9.44K
$997K
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
1.42K+ 1.43% |
$146K - $155K
|
101K
$10.7M
|
|
|
Nov 21, 2022
Q3 2022
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
2.24KNew |
$230K - $243K
|
2.24K
$237K
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
300New |
$30.8K - $32.6K
|
300
$31.7K
|
|
|
Nov 15, 2022
Q3 2022
|
Entrust Global Partners L L C
New York, NY |
SELL
|
- |
-49.2K- 40.14% |
$5.05M - $5.35M
|
73.4K
$7.76M
|
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-4.21K- 18.96% |
$432K - $458K
|
18K
$1.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-3.09K- 57.82% |
$317K - $335K
|
2.25K
$238K
|
|
|
Nov 14, 2022
Q3 2022
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
5+ 0.25% |
$513 - $543
|
1.97K
$208K
|
|
|
Nov 14, 2022
Q3 2022
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-262- 11.43% |
$26.9K - $28.5K
|
2.03K
$214K
|
|
|
Nov 14, 2022
Q3 2022
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-435- 17.79% |
$44.6K - $47.2K
|
2.01K
$212K
|
|
|
Nov 14, 2022
Q3 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-162- 6.91% |
$16.6K - $17.6K
|
2.18K
$231K
|
|
|
Nov 14, 2022
Q3 2022
|
Maryland Capital Management
Towson, MD |
BUY
|
- |
100+ 1.02% |
$10.3K - $10.9K
|
9.95K
$1.05M
|
|
|
Nov 14, 2022
Q3 2022
|
1607 Capital Partners, LLC
Richmond, VA |
SELL
|
- |
-2.3K- 7.65% |
$236K - $250K
|
27.8K
$2.93M
|
|
|
Nov 14, 2022
Q3 2022
|
Bluestein R H & CO LLC
Birmingham, MI |
BUY
|
- |
5.25KNew |
$538K - $570K
|
5.25K
$554K
|
|
|
Nov 14, 2022
Q3 2022
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
SELL
|
- |
-2.81K- 15.25% |
$288K - $305K
|
15.6K
$1.65M
|
|
|
Nov 14, 2022
Q3 2022
|
Iron Financial, LLC
|
BUY
|
- |
5+ 0.24% |
$513 - $543
|
2.07K
$218K
|
|
|
Nov 14, 2022
Q3 2022
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-116- 5.57% |
$11.9K - $12.6K
|
1.97K
$208K
|
|
|
Nov 14, 2022
Q3 2022
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
182New |
$18.7K - $19.8K
|
182
$19.2K
|
|
|
Nov 14, 2022
Q3 2022
|
Solidarilty Wealth, LLC
Lehi, UT |
SELL
|
- |
-665- 7.75% |
$68.2K - $72.2K
|
7.91K
$836K
|
|
|
Nov 14, 2022
Q3 2022
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-24- 0.25% |
$2.46K - $2.61K
|
9.76K
$1.03M
|
|
|
Nov 14, 2022
Q3 2022
|
Greenwich Investment Management, Inc.
Stamford, CT |
SELL
|
- |
-5.13K- 57.58% |
$526K - $557K
|
3.78K
$399K
|
|
|
Nov 14, 2022
Q3 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-804- 4.03% |
$82.5K - $87.3K
|
19.1K
$2.02M
|
|
|
Nov 14, 2022
Q3 2022
|
Axiom Investment Management LLC
New York, NY |
SELL
|
- |
-542- 7.1% |
$55.6K - $58.9K
|
7.09K
$749K
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-676- 4.99% |
$69.3K - $73.4K
|
12.9K
$1.36M
|
|
|
Nov 14, 2022
Q3 2022
|
Karpus Management, Inc.
Pittsford, NY |
BUY
|
- |
9.52KNew |
$977K - $1.03M
|
9.52K
$1.01M
|
|
|
Nov 14, 2022
Q3 2022
|
Hap Trading, LLC
New York, NY |
BUY
|
PUT |
200KNew |
$20.5M - $21.7M
|
200K
$21.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Portfolio Solutions, LLC
Troy, MI |
SELL
|
- |
-56.5K- 44.57% |
$5.8M - $6.14M
|
70.3K
$7.43M
|
|
|
Nov 14, 2022
Q3 2022
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
5.69K+ 57.34% |
$583K - $617K
|
15.6K
$1.65M
|
|
|
Nov 14, 2022
Q3 2022
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
59.3K+ 132.75% |
$6.08M - $6.44M
|
104K
$11M
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
BUY
|
- |
4.27K+ 42.19% |
$438K - $464K
|
14.4K
$1.52M
|
|
|
Nov 10, 2022
Q3 2022
|
Citigroup Inc
|
BUY
|
PUT |
200KNew |
$20.5M - $21.7M
|
200K
$21.1M
|
|
|
Nov 10, 2022
Q3 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-16K- 47.56% |
$1.64M - $1.74M
|
17.7K
$1.87M
|
|
|
Nov 10, 2022
Q3 2022
|
Cahill Wealth Management, LLC
Portage, MI |
BUY
|
- |
50+ 2.04% |
$5.13K - $5.43K
|
2.5K
$264K
|
|