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 |
|---|---|---|---|---|---|---|---|
|
Oct 25, 2023
Q3 2023
|
Ferguson Shapiro LLC
|
BUY
|
- |
42+ 0.82% |
$4.31K - $4.51K
|
5.14K
$547K
|
|
|
Oct 25, 2023
Q3 2023
|
Cornerstone Retirement Group, Inc.
|
BUY
|
- |
4.56KNew |
$468K - $490K
|
4.56K
$486K
|
|
|
Oct 25, 2023
Q3 2023
|
Shufro Rose & CO LLC
|
BUY
|
- |
107+ 4.88% |
$11K - $11.5K
|
2.3K
$245K
|
|
|
Oct 25, 2023
Q3 2023
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-49.6K- 90.71% |
$5.08M - $5.32M
|
5.08K
$540K
|
|
|
Oct 24, 2023
Q3 2023
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-797- 17.34% |
$81.7K - $85.6K
|
3.8K
$404K
|
|
|
Oct 24, 2023
Q3 2023
|
Windsor Group LTD
|
BUY
|
- |
1.87K+ 1.87% |
$191K - $200K
|
102K
$10.8M
|
|
|
Oct 23, 2023
Q3 2023
|
Financial Guidance Group, Inc.
|
SELL
|
- |
-3.13K- 4.16% |
$320K - $336K
|
72K
$7.67M
|
|
|
Oct 20, 2023
Q3 2023
|
Lake Street Financial LLC
|
BUY
|
- |
2.66KNew |
$273K - $286K
|
2.66K
$283K
|
|
|
Oct 20, 2023
Q3 2023
|
Newton One Investments LLC
|
BUY
|
- |
737+ 4.46% |
$75.6K - $79.1K
|
17.3K
$1.84M
|
|
|
Oct 19, 2023
Q3 2023
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-38- 1.64% |
$3.9K - $4.08K
|
2.28K
$243K
|
|
|
Oct 19, 2023
Q3 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
195+ 3.87% |
$20K - $20.9K
|
5.24K
$557K
|
|
|
Oct 19, 2023
Q3 2023
|
Great Diamond Partners, LLC
|
BUY
|
- |
3.3KNew |
$338K - $354K
|
3.3K
$351K
|
|
|
Oct 19, 2023
Q3 2023
|
Bridge Advisory, LLC
|
BUY
|
- |
2.59KNew |
$266K - $278K
|
2.59K
$276K
|
|
|
Oct 18, 2023
Q3 2023
|
Rda Financial Network
|
BUY
|
- |
777+ 14.61% |
$79.7K - $83.4K
|
6.1K
$649K
|
|
|
Oct 18, 2023
Q3 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
4.02KNew |
$413K - $432K
|
4.02K
$428K
|
|
|
Oct 18, 2023
Q3 2023
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
25+ 0.69% |
$2.56K - $2.68K
|
3.64K
$388K
|
|
|
Oct 16, 2023
Q3 2023
|
First Premier Bank
|
SELL
|
- |
-75- 27.27% |
$7.69K - $8.05K
|
200
$21.3K
|
|
|
Oct 16, 2023
Q3 2023
|
Lake Hills Wealth Management, LLC
|
SELL
|
- |
-209- 6.71% |
$21.4K - $22.4K
|
2.91K
$309K
|
|
|
Oct 16, 2023
Q3 2023
|
Mc Broom & Associates, LLC
|
SELL
|
- |
-752- 10.59% |
$77.1K - $80.8K
|
6.35K
$676K
|
|
|
Oct 13, 2023
Q3 2023
|
Monumental Financial Group Inc.
|
BUY
|
- |
2.16KNew |
$221K - $231K
|
2.16K
$229K
|
|
|
Oct 13, 2023
Q3 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
100+ 42.37% |
$10.3K - $10.7K
|
336
$35.8K
|
|
|
Oct 11, 2023
Q3 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-216- 11.99% |
$22.1K - $23.2K
|
1.59K
$169K
|
|
|
Oct 10, 2023
Q3 2023
|
Founders Capital Management
|
SELL
|
- |
-620- 93.37% |
$63.6K - $66.6K
|
44
$4.68K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
2New |
$205 - $215
|
2
$213
|
|
|
Oct 10, 2023
Q3 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-823- 27.5% |
$84.4K - $88.4K
|
2.17K
$231K
|
|
|
Oct 05, 2023
Q3 2023
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
2.54KNew |
$260K - $273K
|
2.54K
$270K
|
|
| Q2 2023 | |||||||
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
276K+ 332.87% |
$29M - $29.9M
|
359K
$38.2M
|
|
|
Nov 08, 2023
Q2 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-9- 0.27% |
$946 - $977
|
3.31K
$352K
|
|
|
Sep 26, 2023
Q2 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-2.69K- 50.13% |
$283K - $292K
|
2.67K
$284K
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
270New |
$28.4K - $29.3K
|
270
$28.7K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
2+ 8.7% |
$210 - $217
|
25
$2.66K
|
|
|
Aug 15, 2023
Q2 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
425New |
$44.7K - $46.1K
|
425
$45.2K
|
|
|
Aug 14, 2023
Q2 2023
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
3New |
$315 - $326
|
3
$319
|
|
|
Aug 14, 2023
Q2 2023
|
Basso Capital Management, L.P.
Stamford, CT |
BUY
|
- |
57New |
$5.99K - $6.19K
|
57
$6.07K
|
|
|
Aug 14, 2023
Q2 2023
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
2.06KNew |
$217K - $224K
|
2.06K
$220K
|
|
|
Aug 14, 2023
Q2 2023
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
735New |
$77.3K - $79.8K
|
735
$78.2K
|
|
|
Aug 14, 2023
Q2 2023
|
Cantor Fitzgerald, L. P.
New York, NY |
BUY
|
- |
5.57KNew |
$585K - $604K
|
5.57K
$592K
|
|
|
Aug 14, 2023
Q2 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
32.5KNew |
$3.42M - $3.53M
|
32.5K
$3.46M
|
|
|
Aug 14, 2023
Q2 2023
|
First National Bank Of Omaha
Omaha, NE |
BUY
|
- |
159+ 2.75% |
$16.7K - $17.3K
|
5.94K
$632K
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
439+ 14.18% |
$46.2K - $47.7K
|
3.53K
$376K
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
2.23K+ 0.62% |
$235K - $242K
|
361K
$38.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-45- 0.74% |
$4.73K - $4.89K
|
6.06K
$645K
|
|
|
Aug 10, 2023
Q2 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
2.04KNew |
$214K - $221K
|
2.04K
$217K
|
|
|
Aug 10, 2023
Q2 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-100- 3.85% |
$10.5K - $10.9K
|
2.5K
$266K
|
|
|
Aug 10, 2023
Q2 2023
|
Strategic Financial Planning, Inc.
|
SELL
|
- |
-64- 3.02% |
$6.73K - $6.95K
|
2.06K
$219K
|
|
|
Aug 09, 2023
Q2 2023
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
300+ 1.75% |
$31.5K - $32.6K
|
17.4K
$1.85M
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-4.67K- 10.39% |
$491K - $507K
|
40.2K
$4.28M
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
1.8K+ 6.62% |
$189K - $195K
|
28.9K
$3.08M
|
|
|
Aug 08, 2023
Q2 2023
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-215- 36.44% |
$22.6K - $23.3K
|
375
$39.9K
|
|
|
Aug 08, 2023
Q2 2023
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-873- 15.85% |
$91.8K - $94.8K
|
4.64K
$493K
|
|