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 09, 2022
Q2 2022
|
Unionview, LLC
Seattle, WA |
SELL
|
- |
-3.97KClosed |
$416K - $435K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
15New |
$1.57K - $1.64K
|
15
$1.58K
|
|
Aug 08, 2022
Q2 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-793Closed |
$83.1K - $86.8K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Aft, Forsyth & Sober, LLC
|
SELL
|
- |
-9.9K- 83.02% |
$1.04M - $1.08M
|
2.03K
$214K
|
|
Aug 05, 2022
Q2 2022
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-832Closed |
$87.1K - $91.1K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
2New |
$209 - $219
|
2
$211
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-560- 2.24% |
$58.6K - $61.3K
|
24.5K
$2.58M
|
|
Aug 04, 2022
Q2 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-15Closed |
$1.57K - $1.64K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
3.51KNew |
$367K - $384K
|
3.51K
$370K
|
|
Aug 04, 2022
Q2 2022
|
Summit Place Financial Advisors, LLC
|
SELL
|
- |
-20.7K- 89.51% |
$2.17M - $2.27M
|
2.43K
$257K
|
|
Aug 04, 2022
Q2 2022
|
Sensible Financial Planning & Management, Llc.
|
SELL
|
- |
-2.09KClosed |
$218K - $228K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
2.88KNew |
$302K - $315K
|
2.88K
$304K
|
|
Aug 03, 2022
Q2 2022
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-9.78KClosed |
$1.02M - $1.07M
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-200Closed |
$20.9K - $21.9K
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
First Business Financial Services, Inc.
|
SELL
|
- |
-3.74K- 9.8% |
$392K - $410K
|
34.4K
$3.64M
|
|
Aug 02, 2022
Q2 2022
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-2.08KClosed |
$218K - $228K
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
2.33KNew |
$244K - $255K
|
2.33K
$246K
|
|
Aug 01, 2022
Q2 2022
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-2.92KClosed |
$305K - $319K
|
0
$0
|
|
Aug 01, 2022
Q2 2022
|
Emerald Advisors, LLC
|
SELL
|
- |
-4.15KClosed |
$435K - $455K
|
0
$0
|
|
Aug 01, 2022
Q2 2022
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-52.4KClosed |
$5.49M - $5.74M
|
0
$0
|
|
Aug 01, 2022
Q2 2022
|
Schubert & CO
|
BUY
|
- |
124New |
$13K - $13.6K
|
124
$13.1K
|
|
Aug 01, 2022
Q2 2022
|
Tag Stone Capital, Inc.
|
BUY
|
- |
7.35KNew |
$769K - $805K
|
7.35K
$776K
|
|
Aug 01, 2022
Q2 2022
|
Tranquility Partners, LLC
|
SELL
|
- |
-1.95KClosed |
$204K - $213K
|
0
$0
|
|
Jul 29, 2022
Q2 2022
|
Newport Capital Group, LLC
|
SELL
|
- |
-47.2KClosed |
$4.95M - $5.17M
|
0
$0
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
524New |
$54.9K - $57.4K
|
524
$55.4K
|
|
Jul 29, 2022
Q2 2022
|
Wealth Architects, LLC
|
BUY
|
- |
5.06KNew |
$530K - $555K
|
5.06K
$535K
|
|
Jul 28, 2022
Q2 2022
|
Dgs Capital Management, LLC
|
SELL
|
- |
-2- 0.1% |
$209 - $219
|
2.09K
$221K
|
|
Jul 28, 2022
Q2 2022
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
9.32KNew |
$976K - $1.02M
|
9.32K
$984K
|
|
Jul 28, 2022
Q2 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
149+ 14900.0% |
$15.6K - $16.3K
|
150
$15.8K
|
|
Jul 27, 2022
Q2 2022
|
Ifs Advisors, LLC
|
SELL
|
- |
-139Closed |
$14.6K - $15.2K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Reik & Co., LLC
|
SELL
|
- |
-12.3KClosed |
$1.29M - $1.35M
|
0
$0
|
|
Jul 26, 2022
Q2 2022
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-710- 58.68% |
$74.4K - $77.8K
|
500
$52.8K
|
|
Jul 26, 2022
Q2 2022
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-345- 4.71% |
$36.1K - $37.8K
|
6.98K
$738K
|
|
Jul 25, 2022
Q2 2022
|
Corbenic Partners LLC
|
BUY
|
- |
70.3K+ 219.04% |
$7.36M - $7.7M
|
102K
$10.8M
|
|
Jul 25, 2022
Q2 2022
|
Godsey & Gibb Associates
|
BUY
|
- |
310New |
$32.5K - $33.9K
|
310
$32.8K
|
|
Jul 25, 2022
Q2 2022
|
Parisi Gray Wealth Management
|
SELL
|
- |
-1.87KClosed |
$196K - $205K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-11.6K- 78.08% |
$1.22M - $1.28M
|
3.27K
$345K
|
|
Jul 22, 2022
Q2 2022
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-3.49K- 59.79% |
$366K - $382K
|
2.35K
$248K
|
|
Jul 22, 2022
Q2 2022
|
Altium Wealth Management LLC
|
BUY
|
- |
7.5K+ 3.98% |
$785K - $821K
|
196K
$20.7M
|
|
Jul 22, 2022
Q2 2022
|
Bcr Wealth Strategies, LLC
|
SELL
|
- |
-54- 3.04% |
$5.66K - $5.91K
|
1.73K
$182K
|
|
Jul 22, 2022
Q2 2022
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-3.1KClosed |
$325K - $340K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Bison Wealth, LLC
|
SELL
|
- |
-1K- 82.3% |
$105K - $110K
|
215
$22.7K
|
|
Jul 22, 2022
Q2 2022
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-320- 40.0% |
$33.5K - $35K
|
480
$50.7K
|
|
Jul 22, 2022
Q2 2022
|
Demars Financial Group, LLC
|
SELL
|
- |
-2.1KClosed |
$220K - $230K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
High Tower Trust Services, Lta
|
BUY
|
- |
1.92KNew |
$202K - $211K
|
1.92K
$203K
|
|
Jul 22, 2022
Q2 2022
|
Lincoln Capital Corp
|
BUY
|
- |
5.99KNew |
$627K - $656K
|
5.99K
$633K
|
|
Jul 22, 2022
Q2 2022
|
Rovin Capital
|
SELL
|
- |
-2.16KClosed |
$226K - $236K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Steward Financial Group LLC
|
SELL
|
- |
-291- 77.19% |
$30.5K - $31.9K
|
86
$9.09K
|
|
Jul 22, 2022
Q2 2022
|
Wood Trust Financial Corp
|
SELL
|
- |
-4.34KClosed |
$454K - $475K
|
0
$0
|
|
Jul 21, 2022
Q2 2022
|
D.B. Root & Company, LLC
|
SELL
|
- |
-224- 10.45% |
$23.5K - $24.5K
|
1.92K
$203K
|