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 13, 2024
Q1 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-29- 0.09% |
$3.11K - $3.15K
|
34K
$3.62M
|
|
|
May 13, 2024
Q1 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
15+ 0.48% |
$1.61K - $1.63K
|
3.15K
$335K
|
|
|
May 13, 2024
Q1 2024
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
2.02KNew |
$217K - $220K
|
2.02K
$215K
|
|
|
May 13, 2024
Q1 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
1.01KNew |
$108K - $109K
|
1.01K
$107K
|
|
|
May 13, 2024
Q1 2024
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-68- 0.78% |
$7.3K - $7.4K
|
8.67K
$923K
|
|
|
May 13, 2024
Q1 2024
|
Tfo Tdc, LLC
|
BUY
|
- |
36+ 3.09% |
$3.87K - $3.92K
|
1.2K
$128K
|
|
|
May 10, 2024
Q1 2024
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-452- 18.79% |
$48.5K - $49.2K
|
1.95K
$208K
|
|
|
May 10, 2024
Q1 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
363New |
$39K - $39.5K
|
363
$38.6K
|
|
|
May 10, 2024
Q1 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
79+ 0.49% |
$8.49K - $8.59K
|
16.2K
$1.73M
|
|
|
May 09, 2024
Q1 2024
|
Investment Management Associates Inc
|
SELL
|
- |
-2.13K- 6.02% |
$228K - $231K
|
33.2K
$3.53M
|
|
|
May 09, 2024
Q1 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
4.21KNew |
$452K - $457K
|
4.21K
$448K
|
|
|
May 08, 2024
Q1 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
57KNew |
$6.12M - $6.19M
|
57K
$6.06M
|
|
|
May 08, 2024
Q1 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
2.29KNew |
$246K - $249K
|
2.29K
$244K
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-361K- 4.02% |
$38.8M - $39.3M
|
8.62M
$917M
|
|
|
May 08, 2024
Q1 2024
|
Harbour Investment Management LLC
Edmonds, WA |
BUY
|
- |
4.95KNew |
$532K - $538K
|
4.95K
$527K
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-3.26K- 3.27% |
$350K - $354K
|
96.4K
$10.3M
|
|
|
May 07, 2024
Q1 2024
|
Roffman Miller Associates Inc
Philadelphia, PA |
SELL
|
- |
-785- 12.65% |
$84.3K - $85.4K
|
5.42K
$577K
|
|
|
May 07, 2024
Q1 2024
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
2.61KNew |
$281K - $284K
|
2.61K
$278K
|
|
|
May 07, 2024
Q1 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
3.03K+ 6.48% |
$326K - $330K
|
49.9K
$5.31M
|
|
|
May 07, 2024
Q1 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
SELL
|
- |
-2.38K- 52.71% |
$256K - $259K
|
2.14K
$227K
|
|
|
May 06, 2024
Q1 2024
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
352+ 14.14% |
$37.8K - $38.3K
|
2.84K
$302K
|
|
|
May 03, 2024
Q1 2024
|
Coulter & Justus Financial Services, LLC
|
BUY
|
- |
8.12KNew |
$872K - $883K
|
8.12K
$864K
|
|
|
May 03, 2024
Q1 2024
|
Petix & Botte CO
|
BUY
|
- |
2.24KNew |
$241K - $244K
|
2.24K
$239K
|
|
|
May 03, 2024
Q1 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
SELL
|
- |
-180- 6.42% |
$19.3K - $19.6K
|
2.63K
$279K
|
|
|
May 02, 2024
Q1 2024
|
Andrew Hill Investment Advisors, Inc.
Naples, FL |
SELL
|
- |
-180- 5.02% |
$19.3K - $19.6K
|
3.4K
$362K
|
|
|
May 02, 2024
Q1 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
2.65KNew |
$285K - $288K
|
2.65K
$282K
|
|
|
May 02, 2024
Q1 2024
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
2.4KNew |
$258K - $261K
|
2.4K
$255K
|
|
|
May 02, 2024
Q1 2024
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-69.8K- 95.87% |
$7.5M - $7.6M
|
3.01K
$320K
|
|
|
May 02, 2024
Q1 2024
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
100+ 1.06% |
$10.7K - $10.9K
|
9.53K
$1.01M
|
|
|
May 02, 2024
Q1 2024
|
Welch & Forbes LLC
|
BUY
|
- |
4.02KNew |
$432K - $437K
|
4.02K
$428K
|
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
1.51KNew |
$162K - $164K
|
1.51K
$161K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
21.5K+ 13.58% |
$2.31M - $2.34M
|
180K
$19.1M
|
|
|
Apr 30, 2024
Q1 2024
|
Derbend Asset Management
|
BUY
|
- |
3.77K+ 54.35% |
$405K - $410K
|
10.7K
$1.14M
|
|
|
Apr 30, 2024
Q1 2024
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-21.5K- 83.38% |
$2.31M - $2.34M
|
4.28K
$456K
|
|
|
Apr 26, 2024
Q1 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
28New |
$3.01K - $3.05K
|
28
$2.98K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
212New |
$22.8K - $23.1K
|
212
$22.6K
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
448New |
$48.1K - $48.7K
|
448
$47.7K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
3KNew |
$322K - $326K
|
3K
$319K
|
|
|
Apr 25, 2024
Q1 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
1.89KNew |
$203K - $206K
|
1.89K
$201K
|
|
|
Apr 24, 2024
Q1 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
1.3KNew |
$140K - $141K
|
1.3K
$138K
|
|
|
Apr 22, 2024
Q1 2024
|
Xcel Wealth Management, LLC
|
BUY
|
- |
1.89KNew |
$203K - $206K
|
1.89K
$201K
|
|
|
Apr 22, 2024
Q1 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-80.8K- 98.64% |
$8.67M - $8.78M
|
1.12K
$119K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
BUY
|
- |
423New |
$45.4K - $46K
|
423
$45K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-6.3K- 90.0% |
$677K - $685K
|
700
$74.5K
|
|
|
Apr 19, 2024
Q1 2024
|
Advisor Resource Council
|
SELL
|
- |
-17.4K- 80.34% |
$1.87M - $1.89M
|
4.26K
$453K
|
|
|
Apr 19, 2024
Q1 2024
|
American National Bank & Trust CO /Va/
Danville, VA |
BUY
|
- |
5.64KNew |
$606K - $613K
|
5.64K
$600K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-355- 5.36% |
$38.1K - $38.6K
|
6.26K
$666K
|
|
|
Apr 17, 2024
Q1 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-6.54K- 16.71% |
$702K - $711K
|
32.6K
$3.47M
|
|
|
Apr 15, 2024
Q1 2024
|
Manning & Napier Group, LLC
|
BUY
|
- |
2.06K+ 0.47% |
$221K - $224K
|
441K
$46.9M
|
|
|
Apr 15, 2024
Q1 2024
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
3+ 0.11% |
$322 - $326
|
2.79K
$297K
|