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 |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2022
Q2 2022
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-11.6K- 78.08% |
$1.22M - $1.28M
|
3.27K
$348K
|
|
|
Jul 22, 2022
Q2 2022
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-3.49K- 59.79% |
$366K - $382K
|
2.35K
$250K
|
|
|
Jul 22, 2022
Q2 2022
|
Altium Wealth Management LLC
|
BUY
|
- |
7.5K+ 3.98% |
$785K - $821K
|
196K
$20.8M
|
|
|
Jul 22, 2022
Q2 2022
|
Bcr Wealth Strategies, LLC
|
SELL
|
- |
-54- 3.04% |
$5.66K - $5.91K
|
1.73K
$184K
|
|
|
Jul 22, 2022
Q2 2022
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-3.1KClosed |
$325K - $340K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-320- 40.0% |
$33.5K - $35K
|
480
$51.1K
|
|
|
Jul 22, 2022
Q2 2022
|
Demars Financial Group, LLC
|
SELL
|
- |
-2.1KClosed |
$220K - $230K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
High Tower Trust Services, Lta
|
BUY
|
- |
1.92KNew |
$202K - $211K
|
1.92K
$205K
|
|
|
Jul 22, 2022
Q2 2022
|
Lincoln Capital Corp
|
BUY
|
- |
5.99KNew |
$627K - $656K
|
5.99K
$637K
|
|
|
Jul 22, 2022
Q2 2022
|
Rovin Capital
|
SELL
|
- |
-2.16KClosed |
$226K - $236K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Steward Financial Group LLC
|
SELL
|
- |
-291- 77.19% |
$30.5K - $31.9K
|
86
$9.15K
|
|
|
Jul 22, 2022
Q2 2022
|
Wood Trust Financial Corp
|
SELL
|
- |
-4.34KClosed |
$454K - $475K
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
D.B. Root & Company, LLC
|
SELL
|
- |
-224- 10.45% |
$23.5K - $24.5K
|
1.92K
$204K
|
|
|
Jul 21, 2022
Q2 2022
|
Rede Wealth, LLC
|
SELL
|
- |
-657- 13.79% |
$68.8K - $71.9K
|
4.11K
$437K
|
|
|
Jul 21, 2022
Q2 2022
|
Round Table Services, LLC
|
BUY
|
- |
293+ 14.77% |
$30.7K - $32.1K
|
2.28K
$242K
|
|
|
Jul 21, 2022
Q2 2022
|
Vaughan & CO Securities, Inc.
|
SELL
|
- |
-4.15KClosed |
$434K - $454K
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Weaver Consulting Group
|
SELL
|
- |
-2KClosed |
$209K - $219K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-1.19K- 35.11% |
$125K - $131K
|
2.2K
$234K
|
|
|
Jul 19, 2022
Q2 2022
|
Ht Partners LLC
|
SELL
|
- |
-3.15KClosed |
$330K - $345K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-620Closed |
$64.9K - $67.9K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Lake Point Wealth Management
|
SELL
|
- |
-46Closed |
$4.82K - $5.04K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Blb&B Advisors, LLC
|
SELL
|
- |
-1.02K- 33.8% |
$107K - $112K
|
2K
$213K
|
|
|
Jul 18, 2022
Q2 2022
|
Caerus Investment Advisors, LLC
|
BUY
|
- |
3.12KNew |
$326K - $341K
|
3.12K
$332K
|
|
|
Jul 18, 2022
Q2 2022
|
First United Bank & Trust
|
SELL
|
- |
-1.99KClosed |
$208K - $217K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Johnson Midwest Financial, LLC
|
SELL
|
- |
-115- 16.11% |
$12K - $12.6K
|
599
$63.8K
|
|
|
Jul 18, 2022
Q2 2022
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-3.28KClosed |
$343K - $359K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Bell Bank
|
BUY
|
- |
7.08KNew |
$742K - $775K
|
7.08K
$754K
|
|
|
Jul 15, 2022
Q2 2022
|
Berkshire Bank
|
SELL
|
- |
-10.2KClosed |
$1.07M - $1.12M
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Ritholtz Wealth Management
|
SELL
|
- |
-18.6K- 88.59% |
$1.95M - $2.04M
|
2.4K
$255K
|
|
|
Jul 14, 2022
Q2 2022
|
B&D White Capital Company, LLC
|
BUY
|
- |
13.8KNew |
$1.44M - $1.51M
|
13.8K
$1.46M
|
|
|
Jul 14, 2022
Q2 2022
|
Compass Advisory Group LLC
|
SELL
|
- |
-10.3KClosed |
$1.08M - $1.13M
|
0
$0
|
|
|
Jul 14, 2022
Q2 2022
|
Ma Private Wealth
|
SELL
|
- |
-4KClosed |
$419K - $438K
|
0
$0
|
|
|
Jul 14, 2022
Q2 2022
|
Signature Wealth Management Group
|
SELL
|
- |
-4.98KClosed |
$522K - $545K
|
0
$0
|
|
|
Jul 14, 2022
Q2 2022
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-5.04KClosed |
$528K - $552K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
17New |
$1.78K - $1.86K
|
17
$1.81K
|
|
|
Jul 13, 2022
Q2 2022
|
Burleson & Company, LLC
|
BUY
|
- |
9New |
$943 - $986
|
9
$958
|
|
|
Jul 13, 2022
Q2 2022
|
Rgt Wealth Advisors, LLC
|
SELL
|
- |
-1.96K- 19.15% |
$205K - $215K
|
8.28K
$881K
|
|
|
Jul 13, 2022
Q2 2022
|
Rockland Trust CO
|
SELL
|
- |
-1.9KClosed |
$199K - $208K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Strategy Asset Managers LLC
|
SELL
|
- |
-1.51K- 32.1% |
$158K - $165K
|
3.18K
$339K
|
|
|
Jul 12, 2022
Q2 2022
|
Dock Street Asset Management Inc
|
SELL
|
- |
-1.92KClosed |
$201K - $210K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Holland Advisory Services, Inc.
|
SELL
|
- |
-1.92KClosed |
$201K - $210K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Minot Wealth Management LLC
|
SELL
|
- |
-5.08KClosed |
$532K - $556K
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
Avondale Wealth Management
|
SELL
|
- |
-1K- 33.33% |
$105K - $110K
|
2K
$213K
|
|
|
Jul 08, 2022
Q2 2022
|
Worth Asset Management, LLC
|
BUY
|
- |
7.52KNew |
$788K - $824K
|
7.52K
$800K
|
|
|
Jul 07, 2022
Q2 2022
|
S.A. Mason LLC
|
SELL
|
- |
-600Closed |
$62.8K - $65.7K
|
0
$0
|
|
|
Jul 07, 2022
Q2 2022
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-7.02KClosed |
$735K - $768K
|
0
$0
|
|
|
Jul 06, 2022
Q2 2022
|
Centric Wealth Management
|
SELL
|
- |
-22.3KClosed |
$2.34M - $2.45M
|
0
$0
|
|
|
Jul 06, 2022
Q2 2022
|
Farmer Steven Patrick
|
BUY
|
- |
53.9KNew |
$5.65M - $5.9M
|
53.9K
$5.74M
|
|
| Q1 2022 | |||||||
|
Sep 21, 2023
Q1 2022
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-725- 3.5% |
$79.3K - $84.2K
|
20K
$2.13M
|
|
|
Sep 21, 2023
Q1 2022
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
14.2KNew |
$1.55M - $1.64M
|
14.2K
$1.51M
|
|