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 |
---|---|---|---|---|---|---|---|
Aug 14, 2023
Q2 2023
|
Cantor Fitzgerald, L. P.
New York, NY |
BUY
|
- |
5.57KNew |
$585K - $604K
|
5.57K
$579K
|
|
Jul 13, 2023
Q2 2023
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
3.29KNew |
$345K - $357K
|
3.29K
$342K
|
|
Aug 02, 2023
Q2 2023
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
2.51KNew |
$264K - $273K
|
2.51K
$262K
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
2.23K+ 0.62% |
$235K - $242K
|
361K
$37.5M
|
|
Jul 07, 2023
Q2 2023
|
First Community Trust Na
|
BUY
|
- |
2.18KNew |
$229K - $236K
|
2.18K
$227K
|
|
Jul 13, 2023
Q2 2023
|
Atlas Private Wealth Management
|
BUY
|
- |
2.11KNew |
$222K - $230K
|
2.11K
$220K
|
|
Aug 14, 2023
Q2 2023
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
2.06KNew |
$217K - $224K
|
2.06K
$215K
|
|
Aug 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
2.05KNew |
$215K - $222K
|
2.05K
$213K
|
|
Aug 10, 2023
Q2 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
2.04KNew |
$214K - $221K
|
2.04K
$212K
|
|
Aug 01, 2023
Q2 2023
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
2.02KNew |
$212K - $219K
|
2.02K
$210K
|
|
Aug 03, 2023
Q2 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
1.95KNew |
$205K - $212K
|
1.95K
$203K
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
1.8K+ 6.62% |
$189K - $195K
|
28.9K
$3.01M
|
|
Aug 08, 2023
Q2 2023
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
1.57KNew |
$166K - $171K
|
1.57K
$164K
|
|
Jul 17, 2023
Q2 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
945+ 36.7% |
$99.4K - $103K
|
3.52K
$366K
|
|
Aug 14, 2023
Q2 2023
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
735New |
$77.3K - $79.8K
|
735
$76.5K
|
|
Jul 14, 2023
Q2 2023
|
Financial Connections Group, Inc.
|
BUY
|
- |
733+ 83.58% |
$77.1K - $79.6K
|
1.61K
$167K
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
439+ 14.18% |
$46.2K - $47.7K
|
3.53K
$368K
|
|
Aug 15, 2023
Q2 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
425New |
$44.7K - $46.1K
|
425
$44.2K
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
342New |
$36K - $37.1K
|
342
$35.6K
|
|
Aug 09, 2023
Q2 2023
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
300+ 1.75% |
$31.5K - $32.6K
|
17.4K
$1.81M
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
270New |
$28.4K - $29.3K
|
270
$28.1K
|
|
Aug 14, 2023
Q2 2023
|
First National Bank Of Omaha
Omaha, NE |
BUY
|
- |
159+ 2.75% |
$16.7K - $17.3K
|
5.94K
$618K
|
|
Jul 14, 2023
Q2 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
101New |
$10.6K - $11K
|
101
$10.5K
|
|
Aug 14, 2023
Q2 2023
|
Basso Capital Management, L.P.
Stamford, CT |
BUY
|
- |
57New |
$5.99K - $6.19K
|
57
$5.93K
|
|
Aug 04, 2023
Q2 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
11+ 0.24% |
$1.16K - $1.19K
|
4.52K
$470K
|
|
Jul 24, 2023
Q2 2023
|
Wealthpoint, LLC
|
BUY
|
- |
5+ 0.19% |
$526 - $543
|
2.68K
$279K
|
|
Aug 14, 2023
Q2 2023
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
3New |
$315 - $326
|
3
$312
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
2+ 8.7% |
$210 - $217
|
25
$2.6K
|
|
Q1 2023 | |||||||
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
10.5MNew |
$1.1B - $1.14B
|
10.5M
$1.09B
|
|
May 15, 2023
Q1 2023
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
165K+ 173.41% |
$17.3M - $17.8M
|
259K
$27M
|
|
May 05, 2023
Q1 2023
|
Wambolt & Associates, LLC
|
BUY
|
- |
16.9KNew |
$1.78M - $1.83M
|
16.9K
$1.76M
|
|
May 15, 2023
Q1 2023
|
Ascendant Capital Management, LLC
Los Angeles, CA |
BUY
|
- |
16K+ 94.12% |
$1.68M - $1.74M
|
33K
$3.43M
|
|
May 01, 2023
Q1 2023
|
Crestone Asset Management LLC
|
BUY
|
- |
9.64KNew |
$1.01M - $1.05M
|
9.64K
$1M
|
|
Apr 11, 2023
Q1 2023
|
Catalyst Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
5.55KNew |
$583K - $602K
|
5.55K
$577K
|
|
Apr 14, 2023
Q1 2023
|
Nvest Financial, LLC
|
BUY
|
- |
5.31KNew |
$558K - $576K
|
5.31K
$553K
|
|
Apr 12, 2023
Q1 2023
|
Retireful, LLC
|
BUY
|
- |
4.35KNew |
$457K - $472K
|
4.35K
$453K
|
|
May 04, 2023
Q1 2023
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
4.15KNew |
$436K - $450K
|
4.15K
$432K
|
|
Apr 26, 2023
Q1 2023
|
Highview Capital Management LLC
|
BUY
|
- |
3.61K+ 76.83% |
$379K - $392K
|
8.31K
$865K
|
|
May 12, 2023
Q1 2023
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
2.97KNew |
$312K - $322K
|
2.97K
$309K
|
|
May 05, 2023
Q1 2023
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
2.16KNew |
$226K - $234K
|
2.16K
$224K
|
|
May 22, 2023
Q1 2023
|
American Trust
Lexington, KY |
BUY
|
- |
2.13KNew |
$223K - $231K
|
2.13K
$221K
|
|
May 05, 2023
Q1 2023
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
1.95KNew |
$205K - $212K
|
1.95K
$203K
|
|
Apr 18, 2023
Q1 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
1.9K+ 54.6% |
$199K - $206K
|
5.38K
$559K
|
|
May 04, 2023
Q1 2023
|
Barber Financial Group, Inc.
|
BUY
|
- |
1.89K+ 38.84% |
$199K - $205K
|
6.77K
$704K
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
1.43KNew |
$150K - $155K
|
1.43K
$148K
|
|
May 12, 2023
Q1 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
1.2KNew |
$125K - $130K
|
1.2K
$124K
|
|
May 12, 2023
Q1 2023
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
1.12K+ 2.75% |
$118K - $122K
|
41.9K
$4.36M
|
|
May 24, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
292+ 270.37% |
$30.7K - $31.7K
|
400
$41.6K
|
|
May 05, 2023
Q1 2023
|
Tri Star Advisors Inc.
|
BUY
|
- |
271New |
$28.5K - $29.4K
|
271
$28.2K
|
|
Apr 13, 2023
Q1 2023
|
Central Bank & Trust CO
|
BUY
|
- |
104+ 8.83% |
$10.9K - $11.3K
|
1.28K
$133K
|