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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-946- 0.18% |
$100K - $103K
|
517K
$55.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
2.21K+ 1.21% |
$235K - $240K
|
186K
$19.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-3.1K- 53.99% |
$328K - $336K
|
2.64K
$283K
|
|
|
Nov 13, 2024
Q3 2024
|
Idaho Trust Bank
Boise, ID |
SELL
|
- |
-55- 0.72% |
$5.84K - $5.98K
|
7.56K
$812K
|
|
|
Nov 13, 2024
Q3 2024
|
Rockport Wealth LLC
Fairview Park, OH |
SELL
|
- |
-62- 2.12% |
$6.58K - $6.74K
|
2.86K
$307K
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
26.6K+ 28.77% |
$2.82M - $2.89M
|
119K
$12.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-3.36K- 6.64% |
$356K - $365K
|
47.2K
$5.07M
|
|
|
Nov 12, 2024
Q3 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-217- 1.88% |
$23K - $23.6K
|
11.4K
$1.22M
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
1.88K+ 18.68% |
$200K - $204K
|
11.9K
$1.28M
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
26.9K+ 10.78% |
$2.85M - $2.92M
|
276K
$29.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-331- 7.37% |
$35.1K - $36K
|
4.16K
$447K
|
|
|
Nov 12, 2024
Q3 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
874+ 33.99% |
$92.8K - $95K
|
3.45K
$370K
|
|
|
Nov 12, 2024
Q3 2024
|
Investors Research Corp
|
BUY
|
- |
63New |
$6.69K - $6.85K
|
63
$6.77K
|
|
|
Nov 12, 2024
Q3 2024
|
Gen Trust, LLC
|
BUY
|
- |
5.74K+ 9.05% |
$609K - $624K
|
69.2K
$7.43M
|
|
|
Nov 12, 2024
Q3 2024
|
Allen Capital Group, LLC
|
SELL
|
- |
-61- 0.67% |
$6.47K - $6.63K
|
9.08K
$975K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
9.04KNew |
$960K - $983K
|
9.04K
$971K
|
|
|
Nov 12, 2024
Q3 2024
|
Retirement Capital Strategies
|
SELL
|
- |
-809- 5.94% |
$85.9K - $87.9K
|
12.8K
$1.38M
|
|
|
Nov 12, 2024
Q3 2024
|
Calamos Wealth Management LLC
|
SELL
|
- |
-9.33K- 64.85% |
$990K - $1.01M
|
5.06K
$543K
|
|
|
Nov 12, 2024
Q3 2024
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
1.06K+ 6.76% |
$113K - $116K
|
16.8K
$1.81M
|
|
|
Nov 12, 2024
Q3 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
7.46K+ 13.93% |
$792K - $811K
|
61K
$6.55M
|
|
|
Nov 12, 2024
Q3 2024
|
Concorde Asset Management, LLC
|
SELL
|
- |
-276- 8.06% |
$29.3K - $30K
|
3.15K
$338K
|
|
|
Nov 12, 2024
Q3 2024
|
Fairhaven Wealth Management, LLC
|
SELL
|
- |
-100- 0.99% |
$10.6K - $10.9K
|
9.98K
$1.07M
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
SELL
|
- |
-28.7K- 3.22% |
$3.05M - $3.12M
|
863K
$92.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
1.87K+ 3.18% |
$199K - $204K
|
60.8K
$6.53M
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
5.63K+ 20.89% |
$597K - $612K
|
32.6K
$3.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
18.7KNew |
$1.98M - $2.03M
|
18.7K
$2M
|
|
|
Nov 12, 2024
Q3 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
516+ 1.94% |
$54.8K - $56.1K
|
27.1K
$2.91M
|
|
|
Nov 12, 2024
Q3 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
25.2K+ 139.85% |
$2.67M - $2.74M
|
43.2K
$4.64M
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
16.9K+ 3.03% |
$1.8M - $1.84M
|
575K
$61.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
SELL
|
- |
-247- 9.93% |
$26.2K - $26.8K
|
2.24K
$241K
|
|
|
Nov 12, 2024
Q3 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-354K- 4.11% |
$37.6M - $38.5M
|
8.26M
$887M
|
|
|
Nov 12, 2024
Q3 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
147+ 1.79% |
$15.6K - $16K
|
8.34K
$896K
|
|
|
Nov 12, 2024
Q3 2024
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-6.06K- 6.49% |
$643K - $659K
|
87.4K
$9.38M
|
|
|
Nov 12, 2024
Q3 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
620K+ 14.73% |
$65.8M - $67.4M
|
4.83M
$519M
|
|
|
Nov 12, 2024
Q3 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-334- 0.59% |
$35.4K - $36.3K
|
56.2K
$6.04M
|
|
|
Nov 12, 2024
Q3 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
7.1K+ 33.6% |
$754K - $772K
|
28.2K
$3.03M
|
|
|
Nov 12, 2024
Q3 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
1.05K+ 18.66% |
$111K - $114K
|
6.68K
$717K
|
|
|
Nov 12, 2024
Q3 2024
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
1.49K+ 8.81% |
$158K - $162K
|
18.4K
$1.98M
|
|
|
Nov 12, 2024
Q3 2024
|
Wrenne Financial Planning LLC
Lexington, KY |
BUY
|
- |
3.6K+ 7.15% |
$382K - $391K
|
54K
$5.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
3.82K+ 3.5% |
$406K - $416K
|
113K
$12.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Horan Securities, Inc.
|
BUY
|
- |
576+ 4.73% |
$61.1K - $62.6K
|
12.8K
$1.37M
|
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-395- 0.38% |
$41.9K - $42.9K
|
103K
$11M
|
|
|
Nov 12, 2024
Q3 2024
|
Howard Capital Management Inc.
|
SELL
|
- |
-76- 0.82% |
$8.07K - $8.26K
|
9.21K
$990K
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
SELL
|
- |
-259- 81.19% |
$27.5K - $28.2K
|
60
$6.44K
|
|
|
Nov 12, 2024
Q3 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
2.42KNew |
$257K - $263K
|
2.42K
$260K
|
|
|
Nov 12, 2024
Q3 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
4+ 0.69% |
$425 - $435
|
581
$62.4K
|
|
|
Nov 12, 2024
Q3 2024
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
3.51K+ 59.56% |
$372K - $381K
|
9.4K
$1.01M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
215K+ 3.53% |
$22.9M - $23.4M
|
6.31M
$678M
|
|
|
Nov 12, 2024
Q3 2024
|
Efficient Advisors, LLC
|
SELL
|
- |
-686- 6.21% |
$72.8K - $74.6K
|
10.4K
$1.11M
|
|
|
Nov 12, 2024
Q3 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-399- 4.7% |
$42.3K - $43.4K
|
8.09K
$869K
|