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 |
---|---|---|---|---|---|---|---|
Nov 05, 2024
Q3 2024
|
Fortis Capital Management LLC
|
BUY
|
- |
40+ 0.69% |
$4.25K - $4.35K
|
5.87K
$625K
|
|
Jul 25, 2025
Q3 2024
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
34+ 0.7% |
$3.61K - $3.7K
|
4.88K
$520K
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
18New |
$1.91K - $1.96K
|
18
$1.92K
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
5New |
$531 - $544
|
5
$532
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
2+ 0.38% |
$212 - $217
|
534
$56.8K
|
|
Q2 2024 | |||||||
Aug 08, 2024
Q2 2024
|
Teilinger Capital Ltd.
Houston, TX |
BUY
|
- |
130KNew |
$13.7M - $13.9M
|
130K
$13.8M
|
|
Aug 14, 2024
Q2 2024
|
Carmenna Advisors LLC
New York, NY |
BUY
|
- |
32.8KNew |
$3.45M - $3.51M
|
32.8K
$3.49M
|
|
Aug 12, 2024
Q2 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
11.5KNew |
$1.21M - $1.23M
|
11.5K
$1.23M
|
|
Aug 08, 2024
Q2 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
11KNew |
$1.16M - $1.18M
|
11K
$1.17M
|
|
Jul 19, 2024
Q2 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
8.17K+ 433.12% |
$861K - $876K
|
10.1K
$1.07M
|
|
Aug 13, 2024
Q2 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
7.87KNew |
$829K - $844K
|
7.87K
$838K
|
|
Aug 02, 2024
Q2 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
6.26KNew |
$659K - $670K
|
6.26K
$666K
|
|
Aug 14, 2024
Q2 2024
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
5.72KNew |
$602K - $613K
|
5.72K
$608K
|
|
Jul 25, 2024
Q2 2024
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
4.92KNew |
$518K - $527K
|
4.92K
$523K
|
|
Jul 16, 2024
Q2 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
4.59KNew |
$484K - $492K
|
4.59K
$489K
|
|
Aug 07, 2024
Q2 2024
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
2.73KNew |
$288K - $293K
|
2.73K
$291K
|
|
Jul 11, 2024
Q2 2024
|
Warther Private Wealth, LLC
Akron, OH |
BUY
|
- |
2.33KNew |
$246K - $250K
|
2.33K
$248K
|
|
Jul 26, 2024
Q2 2024
|
Tenon Financial LLC
Metuchen, NJ |
BUY
|
- |
2.01KNew |
$212K - $215K
|
2.01K
$214K
|
|
Jul 31, 2024
Q2 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
1.26KNew |
$132K - $135K
|
1.26K
$134K
|
|
Aug 14, 2024
Q2 2024
|
Wfa Of San Diego, LLC
|
BUY
|
- |
1.22KNew |
$128K - $130K
|
1.22K
$129K
|
|
Aug 14, 2024
Q2 2024
|
Regis Acquisition Inc.
Denver, CO |
BUY
|
- |
1.22K+ 12.89% |
$128K - $130K
|
10.6K
$1.13M
|
|
Aug 05, 2024
Q2 2024
|
Regis Management CO LLC
|
BUY
|
- |
1.1K+ 28.95% |
$116K - $118K
|
4.9K
$522K
|
|
Aug 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
788New |
$83K - $84.4K
|
788
$83.9K
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
785New |
$82.7K - $84.1K
|
785
$83.5K
|
|
Aug 14, 2024
Q2 2024
|
Wunderlich Capital Managemnt
Memphis, TN |
BUY
|
- |
662+ 2.08% |
$69.8K - $70.9K
|
32.6K
$3.46M
|
|
Jul 09, 2024
Q2 2024
|
Arden Trust CO
|
BUY
|
- |
495+ 2.83% |
$52.2K - $53K
|
18K
$1.91M
|
|
Aug 08, 2024
Q2 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
413New |
$43.5K - $44.3K
|
413
$44K
|
|
Aug 02, 2024
Q2 2024
|
Wealth Effects LLC
|
BUY
|
- |
353+ 13.46% |
$37.2K - $37.8K
|
2.98K
$317K
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
328New |
$34.6K - $35.1K
|
328
$34.9K
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
313New |
$33K - $33.5K
|
313
$33.3K
|
|
Jul 16, 2024
Q2 2024
|
Friedenthal Financial
|
BUY
|
- |
311+ 24.16% |
$32.8K - $33.3K
|
1.6K
$170K
|
|
Aug 05, 2024
Q2 2024
|
Slocum, Gordon & CO LLP
Newport, RI |
BUY
|
- |
307New |
$32.3K - $32.9K
|
307
$32.7K
|
|
Jul 16, 2024
Q2 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
213New |
$22.4K - $22.8K
|
213
$22.7K
|
|
Jul 17, 2024
Q2 2024
|
New Potomac Partners, LLC
|
BUY
|
- |
200+ 3.13% |
$21.1K - $21.4K
|
6.58K
$700K
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
183New |
$19.3K - $19.6K
|
183
$19.5K
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
90New |
$9.48K - $9.64K
|
90
$9.58K
|
|
Aug 08, 2024
Q2 2024
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
77New |
$8.11K - $8.25K
|
77
$8.2K
|
|
Jul 19, 2024
Q2 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
66+ 3.18% |
$6.95K - $7.07K
|
2.14K
$228K
|
|
Aug 14, 2024
Q2 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
40New |
$4.21K - $4.29K
|
40
$4.26K
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
30New |
$3.16K - $3.21K
|
30
$3.19K
|
|
Jul 12, 2024
Q2 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
14+ 0.69% |
$1.48K - $1.5K
|
2.03K
$216K
|
|
Jul 22, 2024
Q2 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
4New |
$421 - $429
|
4
$426
|
|
Aug 07, 2024
Q2 2024
|
Gables Capital Management Inc.
|
BUY
|
- |
1New |
$105 - $107
|
1
$106
|
|
Q1 2024 | |||||||
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
84.1K+ 58.36% |
$9.03M - $9.14M
|
228K
$24.3M
|
|
May 08, 2024
Q1 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
57KNew |
$6.12M - $6.19M
|
57K
$6.06M
|
|
May 14, 2024
Q1 2024
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
49.9K+ 8.94% |
$5.36M - $5.43M
|
608K
$64.7M
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
22.1KNew |
$2.38M - $2.41M
|
22.1K
$2.36M
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
21.5K+ 13.58% |
$2.31M - $2.34M
|
180K
$19.1M
|
|
Apr 11, 2024
Q1 2024
|
Executive Wealth Group LLC
Kirkland, WA |
BUY
|
- |
17.6K+ 200.63% |
$1.89M - $1.92M
|
26.4K
$2.81M
|
|
Aug 16, 2024
Q1 2024
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
9.1KNew |
$977K - $990K
|
9.1K
$969K
|