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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
SELL
|
- |
-6.35K- 16.14% |
$641K - $690K
|
33K
$3.51M
|
|
|
Feb 05, 2024
Q4 2023
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
7+ 0.33% |
$707 - $761
|
2.1K
$224K
|
|
|
Feb 05, 2024
Q4 2023
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
9.34KNew |
$943K - $1.02M
|
9.34K
$994K
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
110New |
$11.1K - $12K
|
110
$11.7K
|
|
|
Feb 05, 2024
Q4 2023
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
2KNew |
$202K - $218K
|
2K
$213K
|
|
|
Feb 02, 2024
Q4 2023
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-200- 34.78% |
$20.2K - $21.8K
|
375
$39.9K
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
BUY
|
- |
12.3K+ 149.68% |
$1.24M - $1.33M
|
20.4K
$2.18M
|
|
|
Feb 01, 2024
Q4 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
3+ 0.12% |
$303 - $326
|
2.55K
$271K
|
|
|
Feb 01, 2024
Q4 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
2New |
$202 - $218
|
2
$213
|
|
|
Feb 01, 2024
Q4 2023
|
First National Bank Sioux Falls
|
BUY
|
- |
6.87K+ 120.93% |
$694K - $747K
|
12.6K
$1.34M
|
|
|
Feb 01, 2024
Q4 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
2New |
$202 - $218
|
2
$213
|
|
|
Jan 31, 2024
Q4 2023
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-1.2K- 10.71% |
$121K - $131K
|
10K
$1.06M
|
|
|
Jan 30, 2024
Q4 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
190New |
$19.2K - $20.7K
|
190
$20.2K
|
|
|
Jan 29, 2024
Q4 2023
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
2.11KNew |
$213K - $229K
|
2.11K
$224K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
33.6K+ 320.98% |
$3.4M - $3.66M
|
44.1K
$4.7M
|
|
|
Jan 29, 2024
Q4 2023
|
Bray Capital Advisors
|
BUY
|
- |
3.95K+ 1128.57% |
$399K - $430K
|
4.3K
$458K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
6.58K+ 8.69% |
$665K - $716K
|
82.3K
$8.76M
|
|
|
Jan 25, 2024
Q4 2023
|
Villere St Denis J & CO LLC
|
BUY
|
- |
6.96KNew |
$703K - $757K
|
6.96K
$741K
|
|
|
Jan 25, 2024
Q4 2023
|
Price Capital Management, Inc.
Lafayette, LA |
BUY
|
- |
736KNew |
$74.3M - $80.1M
|
736K
$78.3M
|
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
10.4KNew |
$1.05M - $1.13M
|
10.4K
$1.1M
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Partners LLC
|
BUY
|
- |
148KNew |
$15M - $16.1M
|
148K
$15.8M
|
|
|
Jan 24, 2024
Q4 2023
|
Hardy Reed LLC
|
BUY
|
- |
5.1KNew |
$515K - $555K
|
5.1K
$543K
|
|
|
Jan 24, 2024
Q4 2023
|
Canal Capital Management, LLC
|
SELL
|
- |
-563- 13.11% |
$56.8K - $61.2K
|
3.73K
$397K
|
|
|
Jan 24, 2024
Q4 2023
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-4.27K- 37.11% |
$431K - $464K
|
7.24K
$770K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-2.77K- 9.79% |
$279K - $301K
|
25.5K
$2.72M
|
|
|
Jan 23, 2024
Q4 2023
|
Afs Financial Group, LLC
Bethesda, MD |
SELL
|
- |
-22.6K- 60.85% |
$2.28M - $2.46M
|
14.5K
$1.55M
|
|
|
Jan 23, 2024
Q4 2023
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
1.86KNew |
$188K - $202K
|
1.86K
$198K
|
|
|
Jan 19, 2024
Q4 2023
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
76New |
$7.67K - $8.27K
|
76
$8.09K
|
|
|
Jan 19, 2024
Q4 2023
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-30- 1.48% |
$3.03K - $3.26K
|
1.99K
$212K
|
|
|
Jan 19, 2024
Q4 2023
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-809- 29.41% |
$81.7K - $88K
|
1.94K
$207K
|
|
|
Jan 18, 2024
Q4 2023
|
First National Corp
|
BUY
|
- |
2.06KNew |
$208K - $224K
|
2.06K
$219K
|
|
|
Jan 18, 2024
Q4 2023
|
Williams Financial, LLC
Bennington, VT |
SELL
|
- |
-16.5K- 8.79% |
$1.66M - $1.79M
|
171K
$18.2M
|
|
|
Jan 18, 2024
Q4 2023
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
3.22KNew |
$325K - $350K
|
3.22K
$343K
|
|
|
Jan 17, 2024
Q4 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-481- 97.57% |
$48.6K - $52.3K
|
12
$1.28K
|
|
|
Jan 17, 2024
Q4 2023
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
159+ 0.95% |
$16.1K - $17.3K
|
16.8K
$1.79M
|
|
|
Jan 17, 2024
Q4 2023
|
Columbia Trust CO 01012016
|
BUY
|
- |
1.35K+ 8.32% |
$136K - $146K
|
17.5K
$1.86M
|
|
|
Jan 16, 2024
Q4 2023
|
Engrave Wealth Partners LLC
|
BUY
|
- |
44+ 0.67% |
$4.44K - $4.79K
|
6.6K
$703K
|
|
|
Jan 16, 2024
Q4 2023
|
Exeter Financial, LLC
|
BUY
|
- |
1.89KNew |
$191K - $206K
|
1.89K
$201K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-48K- 31.97% |
$4.85M - $5.23M
|
102K
$10.9M
|
|
|
Jan 11, 2024
Q4 2023
|
Focus Wealth Advisors, LLC
|
SELL
|
- |
-3.97K- 47.93% |
$401K - $432K
|
4.31K
$459K
|
|
|
Jan 10, 2024
Q4 2023
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
13.6KNew |
$1.37M - $1.48M
|
13.6K
$1.44M
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
19.1K+ 58.37% |
$1.93M - $2.08M
|
51.8K
$5.51M
|
|
|
Jan 09, 2024
Q4 2023
|
Resource Planning Group
|
BUY
|
- |
2.91KNew |
$294K - $317K
|
2.91K
$310K
|
|
|
Jan 08, 2024
Q4 2023
|
Optimum Investment Advisors
|
SELL
|
- |
-1.5K- 33.33% |
$151K - $163K
|
3K
$319K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-31.4K- 34.44% |
$3.17M - $3.41M
|
59.7K
$6.36M
|
|
|
Jan 08, 2024
Q4 2023
|
Sunburst Financial Group, LLC
|
BUY
|
- |
2.08KNew |
$210K - $226K
|
2.08K
$221K
|
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-1.56K- 31.54% |
$157K - $169K
|
3.38K
$359K
|
|
|
Jan 03, 2024
Q4 2023
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
SELL
|
- |
-1.69K- 6.52% |
$170K - $183K
|
24.1K
$2.57M
|
|
|
Jan 03, 2024
Q4 2023
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
22+ 0.93% |
$2.22K - $2.39K
|
2.38K
$253K
|
|
| Q3 2023 | |||||||
|
Sep 06, 2024
Q3 2023
|
Ted Buchan & CO
San Diego, CA |
SELL
|
- |
-2.06KClosed |
$211K - $221K
|
0
$0
|
|