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 |
|---|---|---|---|---|---|---|---|
|
Nov 10, 2022
Q3 2022
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
2KNew |
$205K - $217K
|
2K
$211K
|
|
|
Nov 10, 2022
Q3 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-1.34K- 30.42% |
$137K - $145K
|
3.05K
$323K
|
|
|
Nov 09, 2022
Q3 2022
|
Glassman Wealth Services
|
SELL
|
- |
-20- 0.25% |
$2.05K - $2.17K
|
8.07K
$852K
|
|
|
Nov 08, 2022
Q3 2022
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
3.65KNew |
$375K - $397K
|
3.65K
$386K
|
|
|
Nov 08, 2022
Q3 2022
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-17- 0.73% |
$1.74K - $1.85K
|
2.33K
$246K
|
|
|
Nov 08, 2022
Q3 2022
|
Robinson Capital Management, LLC
|
SELL
|
- |
-39.9K- 49.94% |
$4.09M - $4.33M
|
40K
$4.23M
|
|
|
Nov 08, 2022
Q3 2022
|
Element Wealth, LLC
|
BUY
|
- |
3+ 0.67% |
$308 - $326
|
454
$48K
|
|
|
Nov 08, 2022
Q3 2022
|
Spearhead Capital Advisors, LLC
Wellington, FL |
BUY
|
- |
2.87K+ 142.31% |
$294K - $312K
|
4.89K
$516K
|
|
|
Nov 04, 2022
Q3 2022
|
Lake Hills Wealth Management, LLC
|
BUY
|
CALL |
4.83KNew |
$495K - $524K
|
4.83K
$510K
|
|
|
Nov 03, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
10.3KNew |
$1.06M - $1.12M
|
10.3K
$1.09M
|
|
|
Nov 03, 2022
Q3 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
26New |
$2.67K - $2.82K
|
26
$2.75K
|
|
|
Nov 03, 2022
Q3 2022
|
Moneywise, Inc.
|
SELL
|
- |
-8.2K- 61.45% |
$841K - $891K
|
5.15K
$544K
|
|
|
Nov 03, 2022
Q3 2022
|
Cypress Capital Management LLC
Greenville, DE |
SELL
|
- |
-15.4K- 67.35% |
$1.58M - $1.67M
|
7.48K
$790K
|
|
|
Nov 02, 2022
Q3 2022
|
Auxano Advisors, LLC
|
SELL
|
- |
-14K- 46.98% |
$1.44M - $1.52M
|
15.8K
$1.67M
|
|
|
Nov 02, 2022
Q3 2022
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
452+ 18.17% |
$46.4K - $49.1K
|
2.94K
$311K
|
|
|
Nov 02, 2022
Q3 2022
|
Cardinal Point Wealth Management Partners, LLC
|
BUY
|
- |
3+ 0.05% |
$308 - $326
|
6K
$634K
|
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
SELL
|
- |
-700- 64.16% |
$71.8K - $76K
|
391
$41.3K
|
|
|
Oct 28, 2022
Q3 2022
|
Brightworth
|
BUY
|
- |
33.2KNew |
$3.4M - $3.6M
|
33.2K
$3.5M
|
|
|
Oct 28, 2022
Q3 2022
|
Sadoff Investment Management LLC
|
SELL
|
- |
-1.63K- 3.65% |
$167K - $176K
|
42.9K
$4.53M
|
|
|
Oct 27, 2022
Q3 2022
|
Cadence Bank Na
|
BUY
|
- |
2KNew |
$205K - $217K
|
2K
$211K
|
|
|
Oct 27, 2022
Q3 2022
|
Windham Capital Management, LLC
|
SELL
|
- |
-127- 3.12% |
$13K - $13.8K
|
3.95K
$417K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
7.12K+ 364.38% |
$730K - $773K
|
9.07K
$959K
|
|
|
Oct 26, 2022
Q3 2022
|
Waypoint Wealth Partners Inc.
|
SELL
|
- |
-7.85K- 65.15% |
$805K - $852K
|
4.2K
$444K
|
|
|
Oct 26, 2022
Q3 2022
|
Smart Money Group LLC
|
SELL
|
- |
-1.22K- 11.93% |
$125K - $132K
|
8.98K
$949K
|
|
|
Oct 25, 2022
Q3 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
163K+ 61.24% |
$16.7M - $17.7M
|
429K
$45.4M
|
|
|
Oct 24, 2022
Q3 2022
|
Lyell Wealth Management, LP
|
SELL
|
- |
-340- 8.89% |
$34.9K - $36.9K
|
3.49K
$368K
|
|
|
Oct 20, 2022
Q3 2022
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
3.33K+ 45.26% |
$341K - $361K
|
10.7K
$1.13M
|
|
|
Oct 20, 2022
Q3 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1+ 0.45% |
$103 - $109
|
225
$23.8K
|
|
|
Oct 18, 2022
Q3 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
2KNew |
$205K - $217K
|
2K
$211K
|
|
|
Oct 18, 2022
Q3 2022
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-5.5K- 56.32% |
$564K - $597K
|
4.27K
$451K
|
|
|
Oct 17, 2022
Q3 2022
|
S.C. Financial Services, Inc.
|
BUY
|
- |
564+ 11.4% |
$57.8K - $61.2K
|
5.51K
$582K
|
|
|
Oct 17, 2022
Q3 2022
|
Highland Private Wealth Management
|
SELL
|
- |
-1.18K- 18.82% |
$121K - $128K
|
5.08K
$537K
|
|
|
Oct 17, 2022
Q3 2022
|
Altus Wealth Management, LLC
|
SELL
|
- |
-955- 19.73% |
$97.9K - $104K
|
3.89K
$410K
|
|
|
Oct 17, 2022
Q3 2022
|
Lantz Financial LLC
|
BUY
|
- |
2.09KNew |
$214K - $227K
|
2.09K
$221K
|
|
|
Oct 17, 2022
Q3 2022
|
Axiom Financial Strategies, LLC
New Albany, IN |
SELL
|
- |
-102K- 96.75% |
$10.4M - $11M
|
3.41K
$361K
|
|
|
Oct 13, 2022
Q3 2022
|
Benchmark Wealth Management, LLC
|
SELL
|
- |
-915- 14.14% |
$93.8K - $99.4K
|
5.56K
$587K
|
|
|
Oct 13, 2022
Q3 2022
|
Range Financial Group LLC
|
SELL
|
- |
-610- 17.81% |
$62.6K - $66.2K
|
2.82K
$297K
|
|
|
Oct 13, 2022
Q3 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
2+ 0.1% |
$205 - $217
|
1.99K
$210K
|
|
|
Oct 12, 2022
Q3 2022
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
228+ 9.8% |
$23.4K - $24.8K
|
2.55K
$270K
|
|
|
Oct 11, 2022
Q3 2022
|
Anderson Hoagland & CO
|
SELL
|
- |
-247- 5.42% |
$25.3K - $26.8K
|
4.31K
$455K
|
|
|
Oct 07, 2022
Q3 2022
|
Roth Financial Partners LLC
|
SELL
|
- |
-16.7K- 66.55% |
$1.71M - $1.81M
|
8.38K
$885K
|
|
|
Oct 07, 2022
Q3 2022
|
Hoese & CO LLP
|
BUY
|
- |
400New |
$41K - $43.4K
|
400
$42.3K
|
|
|
Oct 07, 2022
Q3 2022
|
In Track Investment Management Inc
|
BUY
|
- |
3.73KNew |
$382K - $405K
|
3.73K
$394K
|
|
|
Oct 05, 2022
Q3 2022
|
Hbw Advisory Services LLC
|
BUY
|
- |
7.34KNew |
$753K - $797K
|
7.34K
$775K
|
|
|
Oct 05, 2022
Q3 2022
|
Econ Financial Services Corp
|
SELL
|
- |
-8.3K- 47.39% |
$851K - $902K
|
9.22K
$974K
|
|
| Q2 2022 | |||||||
|
Oct 17, 2024
Q2 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-3- 0.03% |
$314 - $329
|
8.63K
$911K
|
|
|
Apr 06, 2023
Q2 2022
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
3.94KNew |
$412K - $431K
|
3.94K
$416K
|
|
|
Dec 08, 2022
Q2 2022
|
Amj Financial Wealth Management
Leesburg, VA |
SELL
|
- |
-12KClosed |
$1.26M - $1.32M
|
0
$0
|
|
|
Nov 14, 2022
Q2 2022
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-27.1KClosed |
$2.84M - $2.96M
|
0
$0
|
|
|
Nov 09, 2022
Q2 2022
|
Titus Wealth Management
Larskpur, CA |
BUY
|
- |
2.1KNew |
$220K - $230K
|
2.1K
$222K
|
|