Latest Institutional Sells 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 sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 15, 2025
Q4 2024
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-306K- 8.34% |
$32.4M - $33.3M
|
3.37M
$358M
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-60.6K- 65.28% |
$6.41M - $6.58M
|
32.2K
$3.42M
|
|
Jan 24, 2025
Q4 2024
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-50K- 22.91% |
$5.29M - $5.44M
|
168K
$17.9M
|
|
Jan 16, 2025
Q4 2024
|
Charles Schwab Trust CO
|
SELL
|
- |
-47K- 45.0% |
$4.98M - $5.11M
|
57.5K
$6.11M
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-35.9K- 9.59% |
$3.8M - $3.91M
|
339K
$36M
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
SELL
|
- |
-30.5K- 14.3% |
$3.22M - $3.31M
|
183K
$19.4M
|
|
Jan 15, 2025
Q4 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-28.9K- 46.81% |
$3.06M - $3.14M
|
32.8K
$3.49M
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-25.9K- 0.97% |
$2.74M - $2.81M
|
2.64M
$281M
|
|
Jan 16, 2025
Q4 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-23.3K- 11.56% |
$2.47M - $2.54M
|
179K
$19M
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
SELL
|
- |
-21.2K- 11.29% |
$2.24M - $2.3M
|
167K
$17.7M
|
|
Jan 23, 2025
Q4 2024
|
Manning & Napier Advisors LLC
Fairport, NY |
SELL
|
- |
-9.91K- 1.98% |
$1.05M - $1.08M
|
491K
$52.1M
|
|
Jan 02, 2025
Q4 2024
|
Confluence Investment Management LLC
|
SELL
|
- |
-9.52K- 47.55% |
$1.01M - $1.03M
|
10.5K
$1.12M
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-7.85K- 18.44% |
$830K - $853K
|
34.7K
$3.69M
|
|
Jan 10, 2025
Q4 2024
|
Rmr Wealth Builders
|
SELL
|
- |
-7.83K- 5.21% |
$828K - $851K
|
142K
$15.1M
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-7.18K- 10.05% |
$759K - $780K
|
64.2K
$6.82M
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-6.5K- 24.75% |
$688K - $707K
|
19.8K
$2.1M
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-6.2K- 99.9% |
$656K - $674K
|
6
$638
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-5.71K- 4.18% |
$604K - $621K
|
131K
$13.9M
|
|
Jan 21, 2025
Q4 2024
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-5.53K- 21.52% |
$585K - $601K
|
20.2K
$2.14M
|
|
Jan 21, 2025
Q4 2024
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-5.13K- 15.21% |
$543K - $558K
|
28.6K
$3.04M
|
|
Jan 17, 2025
Q4 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-5.07K- 12.34% |
$537K - $552K
|
36K
$3.83M
|
|
Jan 06, 2025
Q4 2024
|
Stairway Partners, LLC
|
SELL
|
- |
-4.97K- 3.08% |
$526K - $540K
|
156K
$16.6M
|
|
Jan 17, 2025
Q4 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-4.88K- 40.09% |
$517K - $531K
|
7.3K
$776K
|
|
Jan 15, 2025
Q4 2024
|
25 LLC
St. Louis, MO |
SELL
|
- |
-4.85K- 4.83% |
$513K - $527K
|
95.6K
$10.2M
|
|
Jan 23, 2025
Q4 2024
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-4.83K- 1.69% |
$511K - $525K
|
282K
$29.9M
|
|
Jan 21, 2025
Q4 2024
|
Wealth Management Resources, Inc.
|
SELL
|
- |
-4.83K- 7.52% |
$510K - $524K
|
59.3K
$6.3M
|
|
Jan 14, 2025
Q4 2024
|
Lpwm LLC
Minneapolis, MN |
SELL
|
- |
-4.52K- 7.68% |
$478K - $492K
|
54.4K
$5.78M
|
|
Jan 13, 2025
Q4 2024
|
Traveka Wealth, LLC
San Jose, CA |
SELL
|
- |
-4.33K- 7.33% |
$457K - $470K
|
54.7K
$5.81M
|
|
Jan 13, 2025
Q4 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-4.19K- 3.1% |
$443K - $456K
|
131K
$13.9M
|
|
Jan 23, 2025
Q4 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-4.14K- 4.5% |
$438K - $450K
|
87.7K
$9.32M
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
SELL
|
- |
-4.03K- 48.34% |
$426K - $438K
|
4.31K
$458K
|
|
Jan 17, 2025
Q4 2024
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-3.97K- 24.46% |
$420K - $431K
|
12.2K
$1.3M
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-3.62K- 61.52% |
$383K - $393K
|
2.26K
$241K
|
|
Jan 06, 2025
Q4 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-3.61K- 9.34% |
$382K - $392K
|
35K
$3.72M
|
|
Jan 21, 2025
Q4 2024
|
Olio Financial Planning
|
SELL
|
- |
-3.6K- 41.98% |
$380K - $391K
|
4.97K
$528K
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-3.54K- 6.3% |
$375K - $385K
|
52.7K
$5.6M
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-3.45K- 13.43% |
$365K - $375K
|
22.3K
$2.37M
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-3.42K- 17.56% |
$362K - $372K
|
16K
$1.71M
|
|
Jan 17, 2025
Q4 2024
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-3.13K- 44.26% |
$331K - $340K
|
3.95K
$419K
|
|
Jan 13, 2025
Q4 2024
|
Kwmg, LLC
|
SELL
|
- |
-3.06K- 10.28% |
$323K - $332K
|
26.7K
$2.83M
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
SELL
|
- |
-2.82K- 3.02% |
$298K - $306K
|
90.3K
$9.6M
|
|
Jan 08, 2025
Q4 2024
|
Collective Family Office LLC
|
SELL
|
- |
-2.53K- 16.98% |
$267K - $275K
|
12.4K
$1.31M
|
|
Jan 16, 2025
Q4 2024
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-2.46K- 12.67% |
$260K - $267K
|
17K
$1.8M
|
|
Jan 15, 2025
Q4 2024
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-2.44K- 9.7% |
$258K - $265K
|
22.7K
$2.41M
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-2.31K- 23.05% |
$244K - $251K
|
7.7K
$819K
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-2.3K- 20.56% |
$244K - $250K
|
8.89K
$945K
|
|
Jan 13, 2025
Q4 2024
|
Myecfo, LLC
La Jolla, CA |
SELL
|
- |
-2.24K- 12.83% |
$237K - $243K
|
15.2K
$1.62M
|
|
Jan 16, 2025
Q4 2024
|
Ade, LLC
|
SELL
|
- |
-2.22K- 2.88% |
$235K - $241K
|
74.7K
$7.94M
|
|
Jan 22, 2025
Q4 2024
|
Forte Asset Management LLC
|
SELL
|
- |
-2.14K- 8.51% |
$227K - $233K
|
23.1K
$2.45M
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-2.14K- 12.26% |
$227K - $233K
|
15.3K
$1.63M
|