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 |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2024
Q4 2023
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
7+ 0.33% |
$707 - $761
|
2.1K
$224K
|
|
|
Feb 01, 2024
Q4 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
3+ 0.12% |
$303 - $326
|
2.55K
$271K
|
|
|
Feb 12, 2024
Q4 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
2+ 0.02% |
$202 - $218
|
11.6K
$1.24M
|
|
|
Feb 01, 2024
Q4 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
2New |
$202 - $218
|
2
$213
|
|
|
Feb 01, 2024
Q4 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
2New |
$202 - $218
|
2
$213
|
|
| Q3 2023 | |||||||
|
Oct 31, 2023
Q3 2023
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
88.1KNew |
$9.03M - $9.46M
|
88.1K
$9.38M
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
PUT |
16.1KNew |
$1.65M - $1.73M
|
16.1K
$1.71M
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
15.3K+ 7.18% |
$1.57M - $1.64M
|
228K
$24.3M
|
|
|
Oct 31, 2023
Q3 2023
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
9.29K+ 403.39% |
$953K - $998K
|
11.6K
$1.23M
|
|
|
Oct 26, 2023
Q3 2023
|
Peoples Bank
|
BUY
|
- |
4.96KNew |
$509K - $533K
|
4.96K
$528K
|
|
|
Oct 27, 2023
Q3 2023
|
Dubuque Bank & Trust CO
|
BUY
|
- |
4.82KNew |
$495K - $518K
|
4.82K
$513K
|
|
|
Oct 25, 2023
Q3 2023
|
Cornerstone Retirement Group, Inc.
|
BUY
|
- |
4.56KNew |
$468K - $490K
|
4.56K
$486K
|
|
|
Nov 09, 2023
Q3 2023
|
Kensington Investment Counsel, LLC
|
BUY
|
- |
4.5KNew |
$461K - $483K
|
4.5K
$479K
|
|
|
Nov 14, 2023
Q3 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
4.46K+ 4.65% |
$458K - $479K
|
101K
$10.7M
|
|
|
Nov 02, 2023
Q3 2023
|
Compass Ion Advisors, LLC
|
BUY
|
- |
4.43KNew |
$454K - $475K
|
4.43K
$471K
|
|
|
Nov 08, 2023
Q3 2023
|
Klr Investment Advisors, LLC
Providence, RI |
BUY
|
- |
4.03K+ 93.87% |
$413K - $433K
|
8.32K
$886K
|
|
|
Oct 18, 2023
Q3 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
4.02KNew |
$413K - $432K
|
4.02K
$428K
|
|
|
Nov 14, 2023
Q3 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
3.87KNew |
$397K - $416K
|
3.87K
$412K
|
|
|
Nov 13, 2023
Q3 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
3.63KNew |
$372K - $390K
|
3.63K
$386K
|
|
|
Oct 19, 2023
Q3 2023
|
Great Diamond Partners, LLC
|
BUY
|
- |
3.3KNew |
$338K - $354K
|
3.3K
$351K
|
|
|
Oct 25, 2023
Q3 2023
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
3.12K+ 5.95% |
$320K - $335K
|
55.5K
$5.91M
|
|
|
Oct 20, 2023
Q3 2023
|
Lake Street Financial LLC
|
BUY
|
- |
2.66KNew |
$273K - $286K
|
2.66K
$283K
|
|
|
Nov 06, 2023
Q3 2023
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
2.64KNew |
$270K - $283K
|
2.64K
$280K
|
|
|
Oct 19, 2023
Q3 2023
|
Bridge Advisory, LLC
|
BUY
|
- |
2.59KNew |
$266K - $278K
|
2.59K
$276K
|
|
|
Oct 05, 2023
Q3 2023
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
2.54KNew |
$260K - $273K
|
2.54K
$270K
|
|
|
Mar 11, 2024
Q3 2023
|
Nepc LLC
Boston, MA |
BUY
|
- |
2.47KNew |
$253K - $265K
|
2.47K
$263K
|
|
|
Oct 13, 2023
Q3 2023
|
Monumental Financial Group Inc.
|
BUY
|
- |
2.16KNew |
$221K - $231K
|
2.16K
$229K
|
|
|
May 01, 2024
Q3 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
1.98KNew |
$203K - $213K
|
1.98K
$211K
|
|
|
Nov 09, 2023
Q3 2023
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
1.96KNew |
$201K - $211K
|
1.96K
$209K
|
|
|
Nov 09, 2023
Q3 2023
|
Arjuna Capital
|
BUY
|
- |
1.94KNew |
$198K - $208K
|
1.94K
$206K
|
|
|
Oct 24, 2023
Q3 2023
|
Windsor Group LTD
|
BUY
|
- |
1.87K+ 1.87% |
$191K - $200K
|
102K
$10.8M
|
|
|
Oct 18, 2023
Q3 2023
|
Rda Financial Network
|
BUY
|
- |
777+ 14.61% |
$79.7K - $83.4K
|
6.1K
$649K
|
|
|
Oct 20, 2023
Q3 2023
|
Newton One Investments LLC
|
BUY
|
- |
737+ 4.46% |
$75.6K - $79.1K
|
17.3K
$1.84M
|
|
|
Nov 07, 2023
Q3 2023
|
Strategic Equity Management
|
BUY
|
- |
564+ 1.31% |
$57.8K - $60.6K
|
43.5K
$4.63M
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
513+ 0.22% |
$52.6K - $55.1K
|
229K
$24.4M
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
463+ 0.89% |
$47.5K - $49.7K
|
52.7K
$5.6M
|
|
|
Nov 02, 2023
Q3 2023
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
300New |
$30.8K - $32.2K
|
300
$31.9K
|
|
|
Oct 19, 2023
Q3 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
195+ 3.87% |
$20K - $20.9K
|
5.24K
$557K
|
|
|
Oct 30, 2023
Q3 2023
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
160New |
$16.4K - $17.2K
|
160
$17K
|
|
|
Nov 13, 2023
Q3 2023
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
152+ 7.33% |
$15.6K - $16.3K
|
2.23K
$237K
|
|
|
Oct 25, 2023
Q3 2023
|
Shufro Rose & CO LLC
|
BUY
|
- |
107+ 4.88% |
$11K - $11.5K
|
2.3K
$245K
|
|
|
Oct 13, 2023
Q3 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
100+ 42.37% |
$10.3K - $10.7K
|
336
$35.8K
|
|
|
Jan 24, 2024
Q3 2023
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
75+ 1.99% |
$7.69K - $8.05K
|
3.85K
$409K
|
|
|
Nov 06, 2023
Q3 2023
|
Retirement Group, LLC
|
BUY
|
- |
42New |
$4.31K - $4.51K
|
42
$4.47K
|
|
|
Oct 25, 2023
Q3 2023
|
Ferguson Shapiro LLC
|
BUY
|
- |
42+ 0.82% |
$4.31K - $4.51K
|
5.14K
$547K
|
|
|
Oct 26, 2023
Q3 2023
|
Verity Wealth Advisors
|
BUY
|
- |
31+ 0.67% |
$3.18K - $3.33K
|
4.66K
$496K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
25New |
$2.56K - $2.68K
|
25
$2.66K
|
|
|
Oct 18, 2023
Q3 2023
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
25+ 0.69% |
$2.56K - $2.68K
|
3.64K
$388K
|
|
|
Nov 02, 2023
Q3 2023
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
18New |
$1.85K - $1.93K
|
18
$1.92K
|
|
|
Nov 14, 2023
Q3 2023
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
12+ 0.4% |
$1.23K - $1.29K
|
3.01K
$320K
|
|