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 |
|---|---|---|---|---|---|---|---|
|
Jun 28, 2024
Q3 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-72Closed |
$7.38K - $7.73K
|
0
$0
|
|
|
May 01, 2024
Q3 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
1.98KNew |
$203K - $213K
|
1.98K
$211K
|
|
|
Mar 11, 2024
Q3 2023
|
Nepc LLC
Boston, MA |
BUY
|
- |
2.47KNew |
$253K - $265K
|
2.47K
$263K
|
|
|
Jan 24, 2024
Q3 2023
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
75+ 1.99% |
$7.69K - $8.05K
|
3.85K
$409K
|
|
|
Nov 17, 2023
Q3 2023
|
Diversified Trust CO
|
SELL
|
- |
-450- 13.67% |
$46.1K - $48.3K
|
2.84K
$302K
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
513+ 0.22% |
$52.6K - $55.1K
|
229K
$24.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
4.46K+ 4.65% |
$458K - $479K
|
101K
$10.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
3.87KNew |
$397K - $416K
|
3.87K
$412K
|
|
|
Nov 14, 2023
Q3 2023
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-4.91K- 54.06% |
$503K - $527K
|
4.17K
$444K
|
|
|
Nov 14, 2023
Q3 2023
|
Verde Capital Management
|
SELL
|
- |
-16- 0.72% |
$1.64K - $1.72K
|
2.21K
$235K
|
|
|
Nov 14, 2023
Q3 2023
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
12+ 0.4% |
$1.23K - $1.29K
|
3.01K
$320K
|
|
|
Nov 14, 2023
Q3 2023
|
River Glades Family Offices LLC
Naples, FL |
SELL
|
- |
-5.9K- 59.57% |
$605K - $634K
|
4.01K
$426K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
15.3K+ 7.18% |
$1.57M - $1.64M
|
228K
$24.3M
|
|
|
Nov 14, 2023
Q3 2023
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-2.51K- 13.93% |
$257K - $270K
|
15.5K
$1.65M
|
|
|
Nov 14, 2023
Q3 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-13.1K- 91.14% |
$1.34M - $1.4M
|
1.27K
$135K
|
|
|
Nov 14, 2023
Q3 2023
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-474- 11.79% |
$48.6K - $50.9K
|
3.55K
$377K
|
|
|
Nov 13, 2023
Q3 2023
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-122K- 88.15% |
$12.6M - $13.2M
|
16.5K
$1.75M
|
|
|
Nov 13, 2023
Q3 2023
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
152+ 7.33% |
$15.6K - $16.3K
|
2.23K
$237K
|
|
|
Nov 13, 2023
Q3 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
3.63KNew |
$372K - $390K
|
3.63K
$386K
|
|
|
Nov 13, 2023
Q3 2023
|
Granby Capital Management, LLC
|
SELL
|
- |
-15K- 21.43% |
$1.54M - $1.61M
|
55K
$5.85M
|
|
|
Nov 09, 2023
Q3 2023
|
Wavelength Capital Management, LLC
|
SELL
|
- |
-18.7K- 20.86% |
$1.92M - $2.01M
|
70.9K
$7.55M
|
|
|
Nov 09, 2023
Q3 2023
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
1.96KNew |
$201K - $211K
|
1.96K
$209K
|
|
|
Nov 09, 2023
Q3 2023
|
Arjuna Capital
|
BUY
|
- |
1.94KNew |
$198K - $208K
|
1.94K
$206K
|
|
|
Nov 09, 2023
Q3 2023
|
Kensington Investment Counsel, LLC
|
BUY
|
- |
4.5KNew |
$461K - $483K
|
4.5K
$479K
|
|
|
Nov 08, 2023
Q3 2023
|
Klr Investment Advisors, LLC
Providence, RI |
BUY
|
- |
4.03K+ 93.87% |
$413K - $433K
|
8.32K
$886K
|
|
|
Nov 07, 2023
Q3 2023
|
Strategic Equity Management
|
BUY
|
- |
564+ 1.31% |
$57.8K - $60.6K
|
43.5K
$4.63M
|
|
|
Nov 06, 2023
Q3 2023
|
Retirement Group, LLC
|
BUY
|
- |
42New |
$4.31K - $4.51K
|
42
$4.47K
|
|
|
Nov 06, 2023
Q3 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-4- 0.2% |
$410 - $430
|
1.98K
$210K
|
|
|
Nov 06, 2023
Q3 2023
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
2.64KNew |
$270K - $283K
|
2.64K
$280K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
25New |
$2.56K - $2.68K
|
25
$2.66K
|
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
SELL
|
- |
-3.44K- 0.8% |
$353K - $369K
|
425K
$45.3M
|
|
|
Nov 02, 2023
Q3 2023
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
300New |
$30.8K - $32.2K
|
300
$31.9K
|
|
|
Nov 02, 2023
Q3 2023
|
Estate Counselors, LLC
|
SELL
|
- |
-24.9K- 38.98% |
$2.56M - $2.68M
|
39K
$4.15M
|
|
|
Nov 02, 2023
Q3 2023
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
18New |
$1.85K - $1.93K
|
18
$1.92K
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
PUT |
16.1KNew |
$1.65M - $1.73M
|
16.1K
$1.71M
|
|
|
Nov 02, 2023
Q3 2023
|
Compass Ion Advisors, LLC
|
BUY
|
- |
4.43KNew |
$454K - $475K
|
4.43K
$471K
|
|
|
Nov 01, 2023
Q3 2023
|
Mattern Wealth Management LLC
|
SELL
|
- |
-1.7K- 44.62% |
$174K - $182K
|
2.11K
$224K
|
|
|
Oct 31, 2023
Q3 2023
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
88.1KNew |
$9.03M - $9.46M
|
88.1K
$9.38M
|
|
|
Oct 31, 2023
Q3 2023
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
9.29K+ 403.39% |
$953K - $998K
|
11.6K
$1.23M
|
|
|
Oct 30, 2023
Q3 2023
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
160New |
$16.4K - $17.2K
|
160
$17K
|
|
|
Oct 27, 2023
Q3 2023
|
Center For Asset Management LLC
|
SELL
|
- |
-269- 7.98% |
$27.6K - $28.9K
|
3.1K
$330K
|
|
|
Oct 27, 2023
Q3 2023
|
Dubuque Bank & Trust CO
|
BUY
|
- |
4.82KNew |
$495K - $518K
|
4.82K
$513K
|
|
|
Oct 27, 2023
Q3 2023
|
Briggs Advisory Group, Inc.
|
SELL
|
- |
-190- 3.78% |
$19.5K - $20.4K
|
4.84K
$515K
|
|
|
Oct 27, 2023
Q3 2023
|
Smith, Salley & Associates
|
SELL
|
- |
-2.6K- 25.94% |
$267K - $279K
|
7.42K
$790K
|
|
|
Oct 26, 2023
Q3 2023
|
Verity Wealth Advisors
|
BUY
|
- |
31+ 0.67% |
$3.18K - $3.33K
|
4.66K
$496K
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
463+ 0.89% |
$47.5K - $49.7K
|
52.7K
$5.6M
|
|
|
Oct 26, 2023
Q3 2023
|
Peoples Bank
|
BUY
|
- |
4.96KNew |
$509K - $533K
|
4.96K
$528K
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
SELL
|
- |
-84.8K- 77.01% |
$8.69M - $9.1M
|
25.3K
$2.69M
|
|
|
Oct 25, 2023
Q3 2023
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
12+ 0.47% |
$1.23K - $1.29K
|
2.54K
$271K
|
|
|
Oct 25, 2023
Q3 2023
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
3.12K+ 5.95% |
$320K - $335K
|
55.5K
$5.91M
|