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 13, 2021
Q2 2021
|
Wms Partners, LLC
|
SELL
|
- |
-5.51KClosed |
$638K - $647K
|
0
$0
|
|
|
Aug 10, 2021
Q2 2021
|
Alpha Dna Investment Management LLC
Columbia, MD |
SELL
|
- |
-576Closed |
$66.8K - $67.7K
|
0
$0
|
|
|
Aug 09, 2021
Q2 2021
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-1.03KClosed |
$119K - $121K
|
0
$0
|
|
|
Aug 03, 2021
Q2 2021
|
Community Bank, N.A.
|
SELL
|
- |
-500Closed |
$58K - $58.8K
|
0
$0
|
|
|
Aug 02, 2021
Q2 2021
|
Human Investing LLC
|
SELL
|
- |
-91Closed |
$10.5K - $10.7K
|
0
$0
|
|
|
Jul 30, 2021
Q2 2021
|
4 Thought Financial Group Inc.
|
SELL
|
- |
-235Closed |
$27.2K - $27.6K
|
0
$0
|
|
|
Jul 29, 2021
Q2 2021
|
Cordasco Financial Network
|
SELL
|
- |
-865Closed |
$100K - $102K
|
0
$0
|
|
|
Jul 27, 2021
Q2 2021
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-41Closed |
$4.75K - $4.82K
|
0
$0
|
|
|
Jul 23, 2021
Q2 2021
|
Capital City Trust CO
|
BUY
|
- |
3.5KNew |
$406K - $412K
|
3.5K
$370K
|
|
|
Jul 22, 2021
Q2 2021
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-8Closed |
$927 - $941
|
0
$0
|
|
|
Jul 22, 2021
Q2 2021
|
Sierra Capital LLC
|
SELL
|
- |
-14.3KClosed |
$1.65M - $1.68M
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
20.7KNew |
$2.4M - $2.44M
|
20.7K
$2.19M
|
|
|
Jul 21, 2021
Q2 2021
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-2.31KClosed |
$267K - $271K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Manchester Financial Inc
|
SELL
|
- |
-52Closed |
$6.03K - $6.12K
|
0
$0
|
|
|
Jul 15, 2021
Q2 2021
|
Parker Investment Management, LLC
|
SELL
|
- |
-3.39KClosed |
$393K - $398K
|
0
$0
|
|
|
Jul 13, 2021
Q2 2021
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-2.84KClosed |
$329K - $333K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 17, 2021
Q1 2021
|
Requisite Capital Management, LLC
|
SELL
|
- |
-7.33KClosed |
$845K - $864K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Capital Bank & Trust CO
Irvine, CA |
SELL
|
- |
-1.93KClosed |
$222K - $227K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
PUT |
22KNew |
$2.54M - $2.59M
|
22K
$2.32M
|
|
|
May 14, 2021
Q1 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
246New |
$28.4K - $29K
|
246
$26K
|
|
|
May 13, 2021
Q1 2021
|
Bourgeon Capital Management LLC
|
SELL
|
- |
-2.1KClosed |
$242K - $247K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Sg Americas Securities, LLC
|
SELL
|
- |
-992Closed |
$114K - $117K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Cabana LLC
Fayetteville, AR |
SELL
|
- |
-21Closed |
$2.42K - $2.48K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Wall Street Access Asset Management, LLC
New York, NY |
SELL
|
- |
-2.21KClosed |
$255K - $261K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-2.73KClosed |
$315K - $322K
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
Waycross Partners, LLC
Louisville, KY |
SELL
|
- |
-750Closed |
$86.5K - $88.4K
|
0
$0
|
|
|
May 07, 2021
Q1 2021
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-9.3KClosed |
$1.07M - $1.1M
|
0
$0
|
|
|
May 07, 2021
Q1 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-10.3KClosed |
$1.18M - $1.21M
|
0
$0
|
|
|
May 07, 2021
Q1 2021
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
May 06, 2021
Q1 2021
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-37.8KClosed |
$4.36M - $4.45M
|
0
$0
|
|
|
May 05, 2021
Q1 2021
|
Blue Fin Capital, Inc.
|
BUY
|
- |
854+ 20.33% |
$98.5K - $101K
|
5.05K
$534K
|
|
|
May 05, 2021
Q1 2021
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-87Closed |
$10K - $10.3K
|
0
$0
|
|
|
Apr 30, 2021
Q1 2021
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-3.68KClosed |
$424K - $434K
|
0
$0
|
|
|
Apr 30, 2021
Q1 2021
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-75.6KClosed |
$8.72M - $8.91M
|
0
$0
|
|
|
Apr 30, 2021
Q1 2021
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-54Closed |
$6.23K - $6.36K
|
0
$0
|
|
|
Apr 28, 2021
Q1 2021
|
Ironwood Financial, LLC
|
SELL
|
- |
-23Closed |
$2.65K - $2.71K
|
0
$0
|
|
|
Apr 26, 2021
Q1 2021
|
Atwood & Palmer Inc
|
SELL
|
- |
-166- 29.7% |
$19.1K - $19.6K
|
393
$41.5K
|
|
|
Apr 16, 2021
Q1 2021
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-1.09KClosed |
$126K - $129K
|
0
$0
|
|
|
Apr 12, 2021
Q1 2021
|
Private Capital Group, LLC
|
SELL
|
- |
-3.22KClosed |
$372K - $380K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Jul 09, 2024
Q4 2020
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-2.73KClosed |
$314K - $320K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
167KNew |
$19.2M - $19.6M
|
167K
$17.6M
|
|
|
Feb 16, 2021
Q4 2020
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
SELL
|
PUT |
-75KClosed |
$8.63M - $8.79M
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
12.4KNew |
$1.43M - $1.46M
|
12.4K
$1.31M
|
|
|
Feb 16, 2021
Q4 2020
|
Balyasny Asset Management LLC
Chicago, IL |
SELL
|
PUT |
-150KClosed |
$17.3M - $17.6M
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-1KClosed |
$115K - $117K
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
197New |
$22.7K - $23.1K
|
197
$20.8K
|
|
|
Feb 10, 2021
Q4 2020
|
May Tech Global Investments, LLC
New York, NY |
BUY
|
- |
5.1K+ 23.5% |
$587K - $598K
|
26.8K
$2.83M
|
|
|
Feb 09, 2021
Q4 2020
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-332Closed |
$38.2K - $38.9K
|
0
$0
|
|
|
Feb 04, 2021
Q4 2020
|
Daniels&Tansey,Llp
|
SELL
|
- |
-5.35KClosed |
$615K - $626K
|
0
$0
|
|
|
Feb 03, 2021
Q4 2020
|
Knuff & CO LLC
Foster City, CA |
SELL
|
- |
-1.01KClosed |
$116K - $118K
|
0
$0
|
|