Latest Institutional Purchases of Ishares National Muni Bond ETF (MUB)
This list provides information on the latest institutional transactions involving Ishares National Muni Bond ETF (MUB) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Oct 07, 2024
Q3 2024
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
95+ 0.78% |
$10.1K - $10.3K
|
12.3K
$1.3M
|
|
Nov 13, 2024
Q3 2024
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
94+ 2.5% |
$9.98K - $10.2K
|
3.86K
$408K
|
|
Oct 28, 2024
Q3 2024
|
Jacobson & Schmitt Advisors, LLC
|
BUY
|
- |
92+ 0.3% |
$9.76K - $10K
|
31.2K
$3.29M
|
|
Oct 24, 2024
Q3 2024
|
Trust CO Of Virginia
|
BUY
|
- |
92+ 1.02% |
$9.76K - $10K
|
9.11K
$963K
|
|
Nov 14, 2024
Q3 2024
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
90+ 1.73% |
$9.55K - $9.78K
|
5.29K
$559K
|
|
Nov 13, 2024
Q3 2024
|
Rice Partnership, LLC
|
BUY
|
- |
90+ 12.84% |
$9.55K - $9.78K
|
791
$83.6K
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
90+ 0.62% |
$9.55K - $9.78K
|
14.6K
$1.54M
|
|
Oct 29, 2024
Q3 2024
|
Lansing Street Advisors
|
BUY
|
- |
86+ 0.56% |
$9.13K - $9.35K
|
15.6K
$1.64M
|
|
Nov 08, 2024
Q3 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
80+ 2.83% |
$8.49K - $8.7K
|
2.91K
$307K
|
|
Oct 11, 2024
Q3 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
78+ 3.85% |
$8.28K - $8.48K
|
2.11K
$222K
|
|
Nov 20, 2024
Q3 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
76+ 0.33% |
$8.07K - $8.26K
|
22.9K
$2.42M
|
|
Nov 13, 2024
Q3 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
75+ 18.89% |
$7.96K - $8.15K
|
472
$49.9K
|
|
Oct 17, 2024
Q3 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
74New |
$7.85K - $8.04K
|
74
$7.82K
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
72+ 6.12% |
$7.64K - $7.83K
|
1.25K
$132K
|
|
Oct 09, 2024
Q3 2024
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
72+ 1.0% |
$7.64K - $7.83K
|
7.31K
$772K
|
|
Oct 22, 2024
Q3 2024
|
Rogco, LP
Claremore, OK |
BUY
|
- |
69+ 0.79% |
$7.32K - $7.5K
|
8.82K
$932K
|
|
Nov 12, 2024
Q3 2024
|
Investors Research Corp
|
BUY
|
- |
63New |
$6.69K - $6.85K
|
63
$6.66K
|
|
Nov 12, 2024
Q3 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
63+ 3.13% |
$6.69K - $6.85K
|
2.07K
$219K
|
|
Nov 04, 2024
Q3 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
61+ 0.5% |
$6.47K - $6.63K
|
12.2K
$1.29M
|
|
Nov 04, 2024
Q3 2024
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
59+ 0.69% |
$6.26K - $6.41K
|
8.56K
$904K
|
|
Nov 04, 2024
Q3 2024
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
58+ 0.51% |
$6.16K - $6.3K
|
11.4K
$1.2M
|
|
Nov 04, 2024
Q3 2024
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
57+ 0.64% |
$6.05K - $6.2K
|
8.94K
$945K
|
|
Oct 15, 2024
Q3 2024
|
Five Oceans Advisors
|
BUY
|
- |
57+ 2.77% |
$6.05K - $6.2K
|
2.11K
$223K
|
|
Oct 17, 2024
Q3 2024
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
54+ 0.67% |
$5.73K - $5.87K
|
8.09K
$854K
|
|
Oct 08, 2024
Q3 2024
|
Act Wealth Management, LLC
|
BUY
|
- |
54+ 1.33% |
$5.73K - $5.87K
|
4.1K
$434K
|
|
Nov 15, 2024
Q3 2024
|
Dean Investment Associates, LLC
Beavercreek, OH |
BUY
|
- |
53+ 0.35% |
$5.62K - $5.76K
|
15.3K
$1.61M
|
|
Nov 13, 2024
Q3 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
53+ 0.07% |
$5.62K - $5.76K
|
70.9K
$7.49M
|
|
Nov 14, 2024
Q3 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
46+ 0.85% |
$4.88K - $5K
|
5.45K
$576K
|
|
Nov 05, 2024
Q3 2024
|
Fortis Capital Management LLC
|
BUY
|
- |
40+ 0.69% |
$4.25K - $4.35K
|
5.87K
$620K
|
|
Oct 31, 2024
Q3 2024
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
40+ 0.84% |
$4.25K - $4.35K
|
4.78K
$505K
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
38+ 5.24% |
$4.03K - $4.13K
|
763
$80.6K
|
|
Oct 09, 2024
Q3 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
36+ 1.38% |
$3.82K - $3.91K
|
2.64K
$279K
|
|
Nov 14, 2024
Q3 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
35+ 1166.67% |
$3.71K - $3.8K
|
38
$4.01K
|
|
Oct 24, 2024
Q3 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
35+ 0.24% |
$3.71K - $3.8K
|
14.5K
$1.53M
|
|
Oct 24, 2024
Q3 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
35+ 0.74% |
$3.71K - $3.8K
|
4.77K
$504K
|
|
Oct 08, 2024
Q3 2024
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
32+ 0.74% |
$3.4K - $3.48K
|
4.35K
$460K
|
|
Nov 12, 2024
Q3 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
31+ 0.5% |
$3.29K - $3.37K
|
6.19K
$654K
|
|
Oct 30, 2024
Q3 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
31+ 2.04% |
$3.29K - $3.37K
|
1.55K
$164K
|
|
Oct 22, 2024
Q3 2024
|
Riverwater Partners LLC
|
BUY
|
- |
28+ 0.72% |
$2.97K - $3.04K
|
3.9K
$412K
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
27+ 0.1% |
$2.87K - $2.93K
|
26.8K
$2.83M
|
|
Nov 18, 2024
Q3 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
26+ 0.5% |
$2.76K - $2.83K
|
5.27K
$556K
|
|
Nov 14, 2024
Q3 2024
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
26+ 0.13% |
$2.76K - $2.83K
|
19.8K
$2.09M
|
|
Oct 18, 2024
Q3 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
26+ 0.03% |
$2.76K - $2.83K
|
76K
$8.03M
|
|
Oct 04, 2024
Q3 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
26+ 0.09% |
$2.76K - $2.83K
|
29K
$3.06M
|
|
Nov 13, 2024
Q3 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
22+ 0.3% |
$2.33K - $2.39K
|
7.46K
$788K
|
|
Oct 21, 2024
Q3 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
22+ 0.74% |
$2.33K - $2.39K
|
2.99K
$316K
|
|
Oct 16, 2024
Q3 2024
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
22+ 0.69% |
$2.33K - $2.39K
|
3.21K
$339K
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
21+ 0.93% |
$2.23K - $2.28K
|
2.29K
$242K
|
|
Oct 15, 2024
Q3 2024
|
Olio Financial Planning
|
BUY
|
- |
21+ 0.25% |
$2.23K - $2.28K
|
8.57K
$905K
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
18New |
$1.91K - $1.96K
|
18
$1.9K
|