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 |
---|---|---|---|---|---|---|---|
Sep 06, 2024
Q4 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
384+ 3.93% |
$39K - $41K
|
10.2K
$1.08M
|
|
Jan 20, 2023
Q4 2022
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
210New |
$21.3K - $22.4K
|
210
$22.4K
|
|
Feb 09, 2023
Q4 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
173New |
$17.6K - $18.5K
|
173
$18.4K
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
173New |
$17.6K - $18.5K
|
173
$18.4K
|
|
Feb 14, 2023
Q4 2022
|
Powell Investment Advisors, LLC
|
BUY
|
- |
151+ 0.79% |
$15.3K - $16.1K
|
19.2K
$2.05M
|
|
Jan 18, 2023
Q4 2022
|
De Dora Capital, Inc.
|
BUY
|
- |
97+ 4.59% |
$9.85K - $10.4K
|
2.21K
$235K
|
|
Feb 14, 2023
Q4 2022
|
Fwl Investment Management, LLC
|
BUY
|
- |
92New |
$9.34K - $9.82K
|
92
$9.79K
|
|
Feb 10, 2023
Q4 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
88+ 2200.0% |
$8.93K - $9.39K
|
92
$9.79K
|
|
Feb 02, 2023
Q4 2022
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
50New |
$5.08K - $5.34K
|
50
$5.32K
|
|
Jan 23, 2023
Q4 2022
|
Autus Asset Management, LLC
|
BUY
|
- |
26+ 0.3% |
$2.64K - $2.77K
|
8.65K
$921K
|
|
Jan 17, 2023
Q4 2022
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
10+ 0.29% |
$1.02K - $1.07K
|
3.49K
$371K
|
|
Feb 07, 2023
Q4 2022
|
Gamble Jones Investment Counsel
|
BUY
|
- |
6+ 0.2% |
$609 - $640
|
3K
$320K
|
|
Jan 17, 2023
Q4 2022
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
6New |
$609 - $640
|
6
$639
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
4New |
$406 - $427
|
4
$426
|
|
Feb 15, 2023
Q4 2022
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
3New |
$305 - $320
|
3
$319
|
|
Q3 2022 | |||||||
Nov 10, 2022
Q3 2022
|
Citigroup Inc
|
BUY
|
PUT |
200KNew |
$20.5M - $21.7M
|
200K
$21.3M
|
|
Oct 25, 2022
Q3 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
163K+ 61.24% |
$16.7M - $17.7M
|
429K
$45.7M
|
|
Nov 14, 2022
Q3 2022
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
59.3K+ 132.75% |
$6.08M - $6.44M
|
104K
$11.1M
|
|
Oct 28, 2022
Q3 2022
|
Brightworth
|
BUY
|
- |
33.2KNew |
$3.4M - $3.6M
|
33.2K
$3.53M
|
|
Nov 03, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
10.3KNew |
$1.06M - $1.12M
|
10.3K
$1.1M
|
|
Nov 14, 2022
Q3 2022
|
Karpus Management, Inc.
Pittsford, NY |
BUY
|
- |
9.52KNew |
$977K - $1.03M
|
9.52K
$1.01M
|
|
Oct 05, 2022
Q3 2022
|
Hbw Advisory Services LLC
|
BUY
|
- |
7.34KNew |
$753K - $797K
|
7.34K
$781K
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
7.12K+ 364.38% |
$730K - $773K
|
9.07K
$966K
|
|
Nov 14, 2022
Q3 2022
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
5.69K+ 57.34% |
$583K - $617K
|
15.6K
$1.66M
|
|
Nov 14, 2022
Q3 2022
|
Bluestein R H & CO LLC
Birmingham, MI |
BUY
|
- |
5.25KNew |
$538K - $570K
|
5.25K
$558K
|
|
Nov 04, 2022
Q3 2022
|
Lake Hills Wealth Management, LLC
|
BUY
|
CALL |
4.83KNew |
$495K - $524K
|
4.83K
$514K
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
BUY
|
- |
4.27K+ 42.19% |
$438K - $464K
|
14.4K
$1.53M
|
|
Jan 10, 2025
Q3 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
4.25KNew |
$435K - $461K
|
4.25K
$452K
|
|
Oct 07, 2022
Q3 2022
|
In Track Investment Management Inc
|
BUY
|
- |
3.73KNew |
$382K - $405K
|
3.73K
$397K
|
|
Nov 08, 2022
Q3 2022
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
3.65KNew |
$375K - $397K
|
3.65K
$389K
|
|
Oct 20, 2022
Q3 2022
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
3.33K+ 45.26% |
$341K - $361K
|
10.7K
$1.14M
|
|
Nov 08, 2022
Q3 2022
|
Spearhead Capital Advisors, LLC
Wellington, FL |
BUY
|
- |
2.87K+ 142.31% |
$294K - $312K
|
4.89K
$520K
|
|
Oct 17, 2022
Q3 2022
|
Lantz Financial LLC
|
BUY
|
- |
2.09KNew |
$214K - $227K
|
2.09K
$222K
|
|
Nov 10, 2022
Q3 2022
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
2KNew |
$205K - $217K
|
2K
$213K
|
|
Oct 27, 2022
Q3 2022
|
Cadence Bank Na
|
BUY
|
- |
2KNew |
$205K - $217K
|
2K
$213K
|
|
Oct 18, 2022
Q3 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
2KNew |
$205K - $217K
|
2K
$213K
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
1.42K+ 1.43% |
$146K - $155K
|
101K
$10.8M
|
|
Oct 17, 2022
Q3 2022
|
S.C. Financial Services, Inc.
|
BUY
|
- |
564+ 11.4% |
$57.8K - $61.2K
|
5.51K
$587K
|
|
Nov 02, 2022
Q3 2022
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
452+ 18.17% |
$46.4K - $49.1K
|
2.94K
$313K
|
|
Oct 07, 2022
Q3 2022
|
Hoese & CO LLP
|
BUY
|
- |
400New |
$41K - $43.4K
|
400
$42.6K
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
300New |
$30.8K - $32.6K
|
300
$31.9K
|
|
Oct 12, 2022
Q3 2022
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
228+ 9.8% |
$23.4K - $24.8K
|
2.55K
$272K
|
|
Nov 14, 2022
Q3 2022
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
182New |
$18.7K - $19.8K
|
182
$19.4K
|
|
Nov 14, 2022
Q3 2022
|
Maryland Capital Management
Towson, MD |
BUY
|
- |
100+ 1.02% |
$10.3K - $10.9K
|
9.95K
$1.06M
|
|
Nov 10, 2022
Q3 2022
|
Cahill Wealth Management, LLC
Portage, MI |
BUY
|
- |
50+ 2.04% |
$5.13K - $5.43K
|
2.5K
$266K
|
|
Nov 03, 2022
Q3 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
26New |
$2.67K - $2.82K
|
26
$2.77K
|
|
Nov 14, 2022
Q3 2022
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
5+ 0.25% |
$513 - $543
|
1.97K
$209K
|
|
Nov 14, 2022
Q3 2022
|
Iron Financial, LLC
|
BUY
|
- |
5+ 0.24% |
$513 - $543
|
2.07K
$220K
|
|
Nov 02, 2022
Q3 2022
|
Cardinal Point Wealth Management Partners, LLC
|
BUY
|
- |
3+ 0.05% |
$308 - $326
|
6K
$639K
|
|
Oct 13, 2022
Q3 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
2+ 0.1% |
$205 - $217
|
1.99K
$212K
|