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 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-2.8K- 2.72% |
$297K - $304K
|
99.8K
$10.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
11.3K+ 92.16% |
$1.2M - $1.22M
|
23.5K
$2.52M
|
|
|
Nov 12, 2024
Q3 2024
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
575+ 8.9% |
$61K - $62.5K
|
7.04K
$756K
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
6.09K+ 5.11% |
$646K - $661K
|
125K
$13.4M
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
6.95K+ 1.13% |
$737K - $755K
|
624K
$67.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
1.52K+ 8.18% |
$161K - $165K
|
20K
$2.15M
|
|
|
Nov 12, 2024
Q3 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
622+ 15.28% |
$66K - $67.6K
|
4.69K
$504K
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-1.47K- 30.28% |
$156K - $160K
|
3.39K
$365K
|
|
|
Nov 12, 2024
Q3 2024
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
3.46K+ 64.17% |
$367K - $376K
|
8.86K
$951K
|
|
|
Nov 12, 2024
Q3 2024
|
Cfo4 Life Group, LLC
|
BUY
|
- |
1.16K+ 19.65% |
$123K - $126K
|
7.07K
$760K
|
|
|
Nov 12, 2024
Q3 2024
|
Covenant Asset Management, LLC
|
BUY
|
- |
145+ 5.86% |
$15.4K - $15.8K
|
2.62K
$281K
|
|
|
Nov 12, 2024
Q3 2024
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-1.27K- 13.26% |
$134K - $138K
|
8.28K
$889K
|
|
|
Nov 12, 2024
Q3 2024
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
536+ 11.44% |
$56.9K - $58.3K
|
5.22K
$561K
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
13.5KNew |
$1.44M - $1.47M
|
13.5K
$1.45M
|
|
|
Nov 12, 2024
Q3 2024
|
Forum Private Client Group LLC
|
BUY
|
- |
744+ 36.96% |
$79K - $80.9K
|
2.76K
$296K
|
|
|
Nov 12, 2024
Q3 2024
|
Lokken Investment Group LLC
|
SELL
|
- |
-354- 7.26% |
$37.6K - $38.5K
|
4.52K
$485K
|
|
|
Nov 12, 2024
Q3 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-2.6K- 2.26% |
$276K - $282K
|
112K
$12M
|
|
|
Nov 12, 2024
Q3 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-3.6K- 38.03% |
$382K - $391K
|
5.86K
$629K
|
|
|
Nov 12, 2024
Q3 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
425+ 4.64% |
$45.1K - $46.2K
|
9.58K
$1.03M
|
|
|
Nov 12, 2024
Q3 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-7.72K- 5.92% |
$820K - $840K
|
123K
$13.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
1.48K+ 27.76% |
$157K - $161K
|
6.83K
$733K
|
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-258- 3.2% |
$27.4K - $28K
|
7.81K
$839K
|
|
|
Nov 12, 2024
Q3 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
15.2K+ 25.91% |
$1.62M - $1.66M
|
74.1K
$7.95M
|
|
|
Nov 12, 2024
Q3 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
1.59K+ 12.8% |
$168K - $173K
|
14K
$1.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Eley Financial Management, Inc
South Burlington, VT |
BUY
|
- |
418+ 5.64% |
$44.4K - $45.4K
|
7.83K
$841K
|
|
|
Nov 12, 2024
Q3 2024
|
Kingdom Financial Group Llc.
Peoria, AZ |
BUY
|
- |
1.33K+ 0.87% |
$141K - $144K
|
154K
$16.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Power Wealth Management LLC
Roswell, GA |
BUY
|
- |
290+ 0.71% |
$30.8K - $31.5K
|
41.4K
$4.44M
|
|
|
Nov 12, 2024
Q3 2024
|
Hoge Financial Services, LLC
Canonsburg, PA |
BUY
|
- |
270+ 1.14% |
$28.7K - $29.3K
|
23.9K
$2.57M
|
|
|
Nov 12, 2024
Q3 2024
|
Cannon Advisors, Inc.
Charlotte, NC |
BUY
|
- |
16.9KNew |
$1.8M - $1.84M
|
16.9K
$1.82M
|
|
|
Nov 12, 2024
Q3 2024
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
BUY
|
- |
3.86KNew |
$409K - $419K
|
3.86K
$414K
|
|
|
Nov 12, 2024
Q3 2024
|
Providence First Trust CO
|
SELL
|
- |
-2.71K- 58.34% |
$288K - $295K
|
1.94K
$208K
|
|
|
Nov 12, 2024
Q3 2024
|
Stokes Family Office, LLC
|
SELL
|
- |
-249- 1.29% |
$26.4K - $27.1K
|
19K
$2.05M
|
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
477+ 1.93% |
$50.6K - $51.8K
|
25.2K
$2.7M
|
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
150K+ 13.75% |
$15.9M - $16.3M
|
1.24M
$133M
|
|
|
Nov 12, 2024
Q3 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
381+ 4.99% |
$40.4K - $41.4K
|
8.01K
$860K
|
|
|
Nov 12, 2024
Q3 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-10.9K- 90.08% |
$1.15M - $1.18M
|
1.2K
$129K
|
|
|
Nov 12, 2024
Q3 2024
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-86- 1.65% |
$9.13K - $9.35K
|
5.13K
$551K
|
|
|
Nov 12, 2024
Q3 2024
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-5.01K- 2.79% |
$531K - $544K
|
175K
$18.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
3.2KNew |
$339K - $347K
|
3.2K
$343K
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
10.6K+ 1.48% |
$1.13M - $1.15M
|
728K
$78.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.68K- 24.95% |
$178K - $182K
|
5.05K
$542K
|
|
|
Nov 12, 2024
Q3 2024
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
6.47K+ 3.9% |
$687K - $704K
|
173K
$18.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
3.08K+ 6.4% |
$327K - $335K
|
51.2K
$5.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Wright Fund Management, LLC
Santa Monica, CA |
SELL
|
- |
-116K- 98.03% |
$12.3M - $12.6M
|
2.34K
$251K
|
|
|
Nov 12, 2024
Q3 2024
|
Certus Wealth Management, LLC
Redwood City, CA |
BUY
|
- |
215+ 3.32% |
$22.8K - $23.4K
|
6.69K
$718K
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-8.23K- 1.79% |
$874K - $895K
|
453K
$48.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
750+ 59.62% |
$79.6K - $81.5K
|
2.01K
$216K
|
|
|
Nov 12, 2024
Q3 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-1.31K- 11.63% |
$138K - $142K
|
9.92K
$1.07M
|
|
|
Nov 12, 2024
Q3 2024
|
Elyxium Wealth, LLC
San Mateo, CA |
BUY
|
- |
8.15KNew |
$865K - $885K
|
8.15K
$875K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
439K+ 4.72% |
$46.6M - $47.7M
|
9.74M
$1.05B
|