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 |
---|---|---|---|---|---|---|---|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
3+ 1.2% |
$317 - $326
|
253
$26.9K
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
2+ 0.08% |
$212 - $217
|
2.53K
$269K
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
1New |
$106 - $109
|
1
$106
|
|
Jan 14, 2025
Q4 2024
|
Client First Capital LLC
|
BUY
|
- |
1+ 0.0% |
$106 - $109
|
23.1K
$2.46M
|
|
Q3 2024 | |||||||
Nov 12, 2024
Q3 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
500KNew |
$53.1M - $54.4M
|
500K
$53.2M
|
|
Nov 14, 2024
Q3 2024
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
168K+ 1223.58% |
$17.8M - $18.2M
|
181K
$19.3M
|
|
Oct 15, 2024
Q3 2024
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
165KNew |
$17.5M - $17.9M
|
165K
$17.6M
|
|
Nov 14, 2024
Q3 2024
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
69.6KNew |
$7.39M - $7.57M
|
69.6K
$7.41M
|
|
Nov 14, 2024
Q3 2024
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
PUT |
20KNew |
$2.12M - $2.17M
|
20K
$2.13M
|
|
Nov 14, 2024
Q3 2024
|
Brophy Wealth Management, LLC
Bedford, NH |
BUY
|
- |
10.6KNew |
$1.12M - $1.15M
|
10.6K
$1.13M
|
|
Nov 12, 2024
Q3 2024
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
9.45K+ 123.07% |
$1M - $1.03M
|
17.1K
$1.82M
|
|
Oct 31, 2024
Q3 2024
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
7.4KNew |
$785K - $804K
|
7.4K
$787K
|
|
Oct 16, 2024
Q3 2024
|
Sweet Financial Partners, LLC
|
BUY
|
- |
7.32K+ 56.88% |
$777K - $796K
|
20.2K
$2.15M
|
|
Nov 05, 2024
Q3 2024
|
Victory Capital Management Inc
|
BUY
|
- |
5K+ 100.0% |
$531K - $544K
|
10K
$1.06M
|
|
Oct 22, 2024
Q3 2024
|
Bts Asset Management, Inc.
|
BUY
|
- |
4.55KNew |
$483K - $495K
|
4.55K
$485K
|
|
Nov 05, 2024
Q3 2024
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
4.52KNew |
$479K - $491K
|
4.52K
$481K
|
|
Nov 14, 2024
Q3 2024
|
Alera Investment Advisors, LLC
|
BUY
|
- |
4.04K+ 1.65% |
$429K - $439K
|
250K
$26.6M
|
|
Nov 14, 2024
Q3 2024
|
Hamilton Wealth, LLC
|
BUY
|
- |
3.93K+ 18.44% |
$417K - $427K
|
25.2K
$2.69M
|
|
Oct 07, 2024
Q3 2024
|
Platte River Wealth Advisors, LLC
|
BUY
|
- |
3.75K+ 5.52% |
$398K - $408K
|
71.7K
$7.63M
|
|
Nov 13, 2024
Q3 2024
|
Diversified, LLC
|
BUY
|
- |
3.01K+ 11.18% |
$320K - $327K
|
30K
$3.19M
|
|
Nov 08, 2024
Q3 2024
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
2.89KNew |
$307K - $314K
|
2.89K
$308K
|
|
Nov 13, 2024
Q3 2024
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
2.7KNew |
$287K - $293K
|
2.7K
$287K
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
2.49K+ 84.42% |
$265K - $271K
|
5.45K
$580K
|
|
Oct 18, 2024
Q3 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
2.3KNew |
$244K - $250K
|
2.3K
$245K
|
|
Oct 21, 2024
Q3 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
2.27K+ 62.09% |
$241K - $247K
|
5.93K
$631K
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
2.07K+ 5.7% |
$219K - $225K
|
38.3K
$4.08M
|
|
Nov 14, 2024
Q3 2024
|
Nia Impact Advisors, LLC
|
BUY
|
- |
1.87KNew |
$198K - $203K
|
1.87K
$198K
|
|
Nov 14, 2024
Q3 2024
|
L.M. Kohn & Company
|
BUY
|
- |
1.85KNew |
$196K - $201K
|
1.85K
$197K
|
|
Nov 06, 2024
Q3 2024
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
1.84KNew |
$195K - $200K
|
1.84K
$195K
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
1.71K+ 8.51% |
$181K - $186K
|
21.8K
$2.32M
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
1.67K+ 41.8% |
$177K - $181K
|
5.66K
$602K
|
|
Dec 17, 2024
Q3 2024
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
1.3KNew |
$138K - $141K
|
1.3K
$138K
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
912+ 361.9% |
$96.8K - $99.1K
|
1.16K
$124K
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
900New |
$95.5K - $97.8K
|
900
$95.8K
|
|
Oct 15, 2024
Q3 2024
|
Htlf Bank
Denver, CO |
BUY
|
- |
849+ 9.16% |
$90.1K - $92.3K
|
10.1K
$1.08M
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
799+ 40.97% |
$84.8K - $86.9K
|
2.75K
$293K
|
|
Nov 13, 2024
Q3 2024
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
763+ 10.45% |
$81K - $82.9K
|
8.07K
$858K
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
604New |
$64.1K - $65.7K
|
604
$64.3K
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
600+ 75.0% |
$63.7K - $65.2K
|
1.4K
$149K
|
|
Nov 13, 2024
Q3 2024
|
Cito Capital Group, LLC
Miami, FL |
BUY
|
- |
500+ 24.46% |
$53.1K - $54.4K
|
2.54K
$271K
|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
BUY
|
- |
443+ 10.57% |
$47K - $48.2K
|
4.63K
$493K
|
|
Oct 11, 2024
Q3 2024
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
400+ 3.37% |
$42.5K - $43.5K
|
12.3K
$1.31M
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
319New |
$33.9K - $34.7K
|
319
$34K
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
319New |
$33.9K - $34.7K
|
319
$34K
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
303New |
$32.2K - $32.9K
|
303
$32.2K
|
|
Oct 22, 2024
Q3 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
148+ 7.47% |
$15.7K - $16.1K
|
2.13K
$226K
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
90+ 0.62% |
$9.55K - $9.78K
|
14.6K
$1.56M
|
|
Nov 08, 2024
Q3 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
80+ 2.83% |
$8.49K - $8.7K
|
2.91K
$309K
|
|
Oct 17, 2024
Q3 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
74New |
$7.85K - $8.04K
|
74
$7.88K
|
|
Nov 12, 2024
Q3 2024
|
Investors Research Corp
|
BUY
|
- |
63New |
$6.69K - $6.85K
|
63
$6.71K
|