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 |
|---|---|---|---|---|---|---|---|
|
Jan 09, 2023
Q4 2022
|
Align Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
87.4KNew |
$8.87M - $9.33M
|
87.4K
$9.3M
|
|
| Q3 2022 | |||||||
|
Jan 10, 2025
Q3 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
4.25KNew |
$435K - $461K
|
4.25K
$452K
|
|
|
Feb 01, 2023
Q3 2022
|
Keebeck Alpha, LP
Stamford, CT |
SELL
|
- |
-1.62K- 14.63% |
$166K - $176K
|
9.44K
$1M
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
1.42K+ 1.43% |
$146K - $155K
|
101K
$10.8M
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
300New |
$30.8K - $32.6K
|
300
$31.9K
|
|
|
Nov 15, 2022
Q3 2022
|
Entrust Global Partners L L C
New York, NY |
SELL
|
- |
-49.2K- 40.14% |
$5.05M - $5.35M
|
73.4K
$7.82M
|
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-4.21K- 18.96% |
$432K - $458K
|
18K
$1.92M
|
|
|
Nov 14, 2022
Q3 2022
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-3.09K- 57.82% |
$317K - $335K
|
2.25K
$240K
|
|
|
Nov 14, 2022
Q3 2022
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
5+ 0.25% |
$513 - $543
|
1.97K
$209K
|
|
|
Nov 14, 2022
Q3 2022
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-262- 11.43% |
$26.9K - $28.5K
|
2.03K
$216K
|
|
|
Nov 14, 2022
Q3 2022
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-435- 17.79% |
$44.6K - $47.2K
|
2.01K
$214K
|
|
|
Nov 14, 2022
Q3 2022
|
Maryland Capital Management
Towson, MD |
BUY
|
- |
100+ 1.02% |
$10.3K - $10.9K
|
9.95K
$1.06M
|
|
|
Nov 14, 2022
Q3 2022
|
1607 Capital Partners, LLC
Richmond, VA |
SELL
|
- |
-2.3K- 7.65% |
$236K - $250K
|
27.8K
$2.96M
|
|
|
Nov 14, 2022
Q3 2022
|
Bluestein R H & CO LLC
Birmingham, MI |
BUY
|
- |
5.25KNew |
$538K - $570K
|
5.25K
$558K
|
|
|
Nov 14, 2022
Q3 2022
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
SELL
|
- |
-2.81K- 15.25% |
$288K - $305K
|
15.6K
$1.66M
|
|
|
Nov 14, 2022
Q3 2022
|
Iron Financial, LLC
|
BUY
|
- |
5+ 0.24% |
$513 - $543
|
2.07K
$220K
|
|
|
Nov 14, 2022
Q3 2022
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-116- 5.57% |
$11.9K - $12.6K
|
1.97K
$209K
|
|
|
Nov 14, 2022
Q3 2022
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
182New |
$18.7K - $19.8K
|
182
$19.4K
|
|
|
Nov 14, 2022
Q3 2022
|
Solidarilty Wealth, LLC
Lehi, UT |
SELL
|
- |
-665- 7.75% |
$68.2K - $72.2K
|
7.91K
$842K
|
|
|
Nov 14, 2022
Q3 2022
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-24- 0.25% |
$2.46K - $2.61K
|
9.76K
$1.04M
|
|
|
Nov 14, 2022
Q3 2022
|
Greenwich Investment Management, Inc.
Stamford, CT |
SELL
|
- |
-5.13K- 57.58% |
$526K - $557K
|
3.78K
$402K
|
|
|
Nov 14, 2022
Q3 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-804- 4.03% |
$82.5K - $87.3K
|
19.1K
$2.04M
|
|
|
Nov 14, 2022
Q3 2022
|
Axiom Investment Management LLC
New York, NY |
SELL
|
- |
-542- 7.1% |
$55.6K - $58.9K
|
7.09K
$755K
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-676- 4.99% |
$69.3K - $73.4K
|
12.9K
$1.37M
|
|
|
Nov 14, 2022
Q3 2022
|
Karpus Management, Inc.
Pittsford, NY |
BUY
|
- |
9.52KNew |
$977K - $1.03M
|
9.52K
$1.01M
|
|
|
Nov 14, 2022
Q3 2022
|
Portfolio Solutions, LLC
Troy, MI |
SELL
|
- |
-56.5K- 44.57% |
$5.8M - $6.14M
|
70.3K
$7.48M
|
|
|
Nov 14, 2022
Q3 2022
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
5.69K+ 57.34% |
$583K - $617K
|
15.6K
$1.66M
|
|
|
Nov 14, 2022
Q3 2022
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
59.3K+ 132.75% |
$6.08M - $6.44M
|
104K
$11.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
BUY
|
- |
4.27K+ 42.19% |
$438K - $464K
|
14.4K
$1.53M
|
|
|
Nov 10, 2022
Q3 2022
|
Citigroup Inc
|
BUY
|
PUT |
200KNew |
$20.5M - $21.7M
|
200K
$21.3M
|
|
|
Nov 10, 2022
Q3 2022
|
Cahill Wealth Management, LLC
Portage, MI |
BUY
|
- |
50+ 2.04% |
$5.13K - $5.43K
|
2.5K
$266K
|
|
|
Nov 10, 2022
Q3 2022
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
2KNew |
$205K - $217K
|
2K
$213K
|
|
|
Nov 10, 2022
Q3 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-1.34K- 30.42% |
$137K - $145K
|
3.05K
$325K
|
|
|
Nov 08, 2022
Q3 2022
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
3.65KNew |
$375K - $397K
|
3.65K
$389K
|
|
|
Nov 08, 2022
Q3 2022
|
Robinson Capital Management, LLC
|
SELL
|
- |
-39.9K- 49.94% |
$4.09M - $4.33M
|
40K
$4.26M
|
|
|
Nov 08, 2022
Q3 2022
|
Spearhead Capital Advisors, LLC
Wellington, FL |
BUY
|
- |
2.87K+ 142.31% |
$294K - $312K
|
4.89K
$520K
|
|
|
Nov 04, 2022
Q3 2022
|
Lake Hills Wealth Management, LLC
|
BUY
|
CALL |
4.83KNew |
$495K - $524K
|
4.83K
$514K
|
|
|
Nov 03, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
10.3KNew |
$1.06M - $1.12M
|
10.3K
$1.1M
|
|
|
Nov 03, 2022
Q3 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
26New |
$2.67K - $2.82K
|
26
$2.77K
|
|
|
Nov 03, 2022
Q3 2022
|
Moneywise, Inc.
|
SELL
|
- |
-8.2K- 61.45% |
$841K - $891K
|
5.15K
$548K
|
|
|
Nov 03, 2022
Q3 2022
|
Cypress Capital Management LLC
Greenville, DE |
SELL
|
- |
-15.4K- 67.35% |
$1.58M - $1.67M
|
7.48K
$796K
|
|
|
Nov 02, 2022
Q3 2022
|
Auxano Advisors, LLC
|
SELL
|
- |
-14K- 46.98% |
$1.44M - $1.52M
|
15.8K
$1.68M
|
|
|
Nov 02, 2022
Q3 2022
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
452+ 18.17% |
$46.4K - $49.1K
|
2.94K
$313K
|
|
|
Nov 02, 2022
Q3 2022
|
Cardinal Point Wealth Management Partners, LLC
|
BUY
|
- |
3+ 0.05% |
$308 - $326
|
6K
$639K
|
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
SELL
|
- |
-700- 64.16% |
$71.8K - $76K
|
391
$41.6K
|
|
|
Oct 28, 2022
Q3 2022
|
Brightworth
|
BUY
|
- |
33.2KNew |
$3.4M - $3.6M
|
33.2K
$3.53M
|
|
|
Oct 28, 2022
Q3 2022
|
Sadoff Investment Management LLC
|
SELL
|
- |
-1.63K- 3.65% |
$167K - $176K
|
42.9K
$4.56M
|
|
|
Oct 27, 2022
Q3 2022
|
Cadence Bank Na
|
BUY
|
- |
2KNew |
$205K - $217K
|
2K
$213K
|
|
|
Oct 27, 2022
Q3 2022
|
Windham Capital Management, LLC
|
SELL
|
- |
-127- 3.12% |
$13K - $13.8K
|
3.95K
$420K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
7.12K+ 364.38% |
$730K - $773K
|
9.07K
$966K
|
|