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, 2022
Q3 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
163K+ 61.24% |
$16.7M - $17.7M
|
429K
$45.7M
|
|
Oct 24, 2022
Q3 2022
|
Lyell Wealth Management, LP
|
SELL
|
- |
-340- 8.89% |
$34.9K - $36.9K
|
3.49K
$371K
|
|
Oct 20, 2022
Q3 2022
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
3.33K+ 45.26% |
$341K - $361K
|
10.7K
$1.14M
|
|
Oct 20, 2022
Q3 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1+ 0.45% |
$103 - $109
|
225
$23.9K
|
|
Oct 18, 2022
Q3 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
2KNew |
$205K - $217K
|
2K
$213K
|
|
Oct 17, 2022
Q3 2022
|
S.C. Financial Services, Inc.
|
BUY
|
- |
564+ 11.4% |
$57.8K - $61.2K
|
5.51K
$587K
|
|
Oct 17, 2022
Q3 2022
|
Highland Private Wealth Management
|
SELL
|
- |
-1.18K- 18.82% |
$121K - $128K
|
5.08K
$541K
|
|
Oct 17, 2022
Q3 2022
|
Lantz Financial LLC
|
BUY
|
- |
2.09KNew |
$214K - $227K
|
2.09K
$222K
|
|
Oct 17, 2022
Q3 2022
|
Axiom Financial Strategies, LLC
New Albany, IN |
SELL
|
- |
-102K- 96.75% |
$10.4M - $11M
|
3.41K
$363K
|
|
Oct 13, 2022
Q3 2022
|
Range Financial Group LLC
|
SELL
|
- |
-610- 17.81% |
$62.6K - $66.2K
|
2.82K
$300K
|
|
Oct 13, 2022
Q3 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
2+ 0.1% |
$205 - $217
|
1.99K
$212K
|
|
Oct 12, 2022
Q3 2022
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
228+ 9.8% |
$23.4K - $24.8K
|
2.55K
$272K
|
|
Oct 07, 2022
Q3 2022
|
Roth Financial Partners LLC
|
SELL
|
- |
-16.7K- 66.55% |
$1.71M - $1.81M
|
8.38K
$892K
|
|
Oct 07, 2022
Q3 2022
|
Hoese & CO LLP
|
BUY
|
- |
400New |
$41K - $43.4K
|
400
$42.6K
|
|
Oct 07, 2022
Q3 2022
|
In Track Investment Management Inc
|
BUY
|
- |
3.73KNew |
$382K - $405K
|
3.73K
$397K
|
|
Oct 05, 2022
Q3 2022
|
Hbw Advisory Services LLC
|
BUY
|
- |
7.34KNew |
$753K - $797K
|
7.34K
$781K
|
|
Oct 05, 2022
Q3 2022
|
Econ Financial Services Corp
|
SELL
|
- |
-8.3K- 47.39% |
$851K - $902K
|
9.22K
$981K
|
|
Q2 2022 | |||||||
May 19, 2025
Q2 2022
|
Aaf Wealth Management, LLC
|
BUY
|
- |
8.46KNew |
$886K - $926K
|
8.46K
$900K
|
|
Apr 06, 2023
Q2 2022
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
3.94KNew |
$412K - $431K
|
3.94K
$419K
|
|
Dec 08, 2022
Q2 2022
|
Amj Financial Wealth Management
Leesburg, VA |
SELL
|
- |
-12KClosed |
$1.26M - $1.32M
|
0
$0
|
|
Nov 14, 2022
Q2 2022
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-27.1KClosed |
$2.84M - $2.96M
|
0
$0
|
|
Nov 09, 2022
Q2 2022
|
Titus Wealth Management
Larskpur, CA |
BUY
|
- |
2.1KNew |
$220K - $230K
|
2.1K
$224K
|
|
Aug 31, 2022
Q2 2022
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
4.22KNew |
$442K - $462K
|
4.22K
$449K
|
|
Aug 24, 2022
Q2 2022
|
Cordatus Wealth Management LLC
Newtown, PA |
SELL
|
- |
-4.33KClosed |
$453K - $474K
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-245Closed |
$25.7K - $26.8K
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
SELL
|
- |
-420KClosed |
$44M - $46M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Vericrest Private Wealth
Newtown, PA |
SELL
|
- |
-1.57K- 4.7% |
$165K - $172K
|
31.9K
$3.4M
|
|
Aug 15, 2022
Q2 2022
|
Karlinski Andrew C
Irvine, CA |
SELL
|
- |
-197Closed |
$20.6K - $21.6K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-750Closed |
$78.5K - $82.1K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Philadelphia Trust CO
Philadelphia, PA |
BUY
|
- |
855+ 4.34% |
$89.5K - $93.6K
|
20.6K
$2.19M
|
|
Aug 15, 2022
Q2 2022
|
Vident Investment Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-410- 13.4% |
$42.9K - $44.9K
|
2.65K
$282K
|
|
Aug 15, 2022
Q2 2022
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
PUT |
25.4KNew |
$2.66M - $2.78M
|
25.4K
$2.7M
|
|
Aug 15, 2022
Q2 2022
|
Siena Capital LLC
Cincinnati, OH |
SELL
|
- |
-118Closed |
$12.4K - $12.9K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-131KClosed |
$13.7M - $14.4M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Wj Interests, LLC
Sugar Land, TX |
BUY
|
- |
108KNew |
$11.4M - $11.9M
|
108K
$11.5M
|
|
Aug 15, 2022
Q2 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-146Closed |
$15.3K - $16K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
4+ 0.19% |
$419 - $438
|
2.16K
$229K
|
|
Aug 15, 2022
Q2 2022
|
New Vernon Capital Holdings Ii LLC
Morristown, NJ |
SELL
|
- |
-20.8KClosed |
$2.17M - $2.27M
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-2.5KClosed |
$262K - $274K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Orcam Financial Group
Encinitas, CA |
SELL
|
- |
-2.56KClosed |
$268K - $280K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-22Closed |
$2.3K - $2.41K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-14.5K- 80.96% |
$1.51M - $1.58M
|
3.4K
$362K
|
|
Aug 12, 2022
Q2 2022
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-1.22KClosed |
$128K - $134K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
SELL
|
- |
-4.48KClosed |
$469K - $490K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Freedman Financial Associates, Inc.
Peabody, MA |
SELL
|
- |
-20Closed |
$2.09K - $2.19K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-2.12KClosed |
$222K - $232K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-400Closed |
$41.9K - $43.8K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-261- 6.87% |
$27.3K - $28.6K
|
3.54K
$376K
|
|
Aug 12, 2022
Q2 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-492KClosed |
$51.5M - $53.9M
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-200Closed |
$20.9K - $21.9K
|
0
$0
|