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 |
|---|---|---|---|---|---|---|---|
|
Feb 08, 2024
Q4 2023
|
Jordan Park Group LLC
|
SELL
|
- |
-503- 14.22% |
$50.8K - $54.7K
|
3.04K
$326K
|
|
|
Jan 17, 2024
Q4 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-481- 97.57% |
$48.6K - $52.3K
|
12
$1.29K
|
|
|
Feb 02, 2024
Q4 2023
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-200- 34.78% |
$20.2K - $21.8K
|
375
$40.3K
|
|
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-183- 18.62% |
$18.5K - $19.9K
|
800
$85.9K
|
|
|
Jan 25, 2024
Q4 2023
|
Tfc Financial Management
|
SELL
|
- |
-181- 50.0% |
$18.3K - $19.7K
|
181
$19.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-116- 86.57% |
$11.7K - $12.6K
|
18
$1.93K
|
|
|
Feb 14, 2024
Q4 2023
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-112- 5.33% |
$11.3K - $12.2K
|
1.99K
$214K
|
|
|
Jun 14, 2024
Q4 2023
|
Quent Capital, LLC
|
SELL
|
- |
-108- 33.75% |
$10.9K - $11.7K
|
212
$22.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Team Financial Group, LLC
Temecula, CA |
SELL
|
- |
-98- 5.36% |
$9.9K - $10.7K
|
1.73K
$186K
|
|
|
Feb 07, 2024
Q4 2023
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-79- 7.21% |
$7.98K - $8.59K
|
1.02K
$109K
|
|
|
Jan 24, 2024
Q4 2023
|
Vaughan Nelson Investment Management, L.P.
|
SELL
|
- |
-55- 1.48% |
$5.55K - $5.98K
|
3.65K
$392K
|
|
|
Jan 19, 2024
Q4 2023
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-30- 1.48% |
$3.03K - $3.26K
|
1.99K
$214K
|
|
|
Jan 26, 2024
Q4 2023
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-22- 0.9% |
$2.22K - $2.39K
|
2.43K
$261K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-122K- 88.15% |
$12.6M - $13.2M
|
16.5K
$1.77M
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
SELL
|
- |
-84.8K- 77.01% |
$8.69M - $9.1M
|
25.3K
$2.72M
|
|
|
Oct 25, 2023
Q3 2023
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-49.6K- 90.71% |
$5.08M - $5.32M
|
5.08K
$545K
|
|
|
Nov 02, 2023
Q3 2023
|
Estate Counselors, LLC
|
SELL
|
- |
-24.9K- 38.98% |
$2.56M - $2.68M
|
39K
$4.19M
|
|
|
Nov 09, 2023
Q3 2023
|
Wavelength Capital Management, LLC
|
SELL
|
- |
-18.7K- 20.86% |
$1.92M - $2.01M
|
70.9K
$7.62M
|
|
|
Nov 13, 2023
Q3 2023
|
Granby Capital Management, LLC
|
SELL
|
- |
-15K- 21.43% |
$1.54M - $1.61M
|
55K
$5.91M
|
|
|
Nov 14, 2023
Q3 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-13.1K- 91.14% |
$1.34M - $1.4M
|
1.27K
$136K
|
|
|
Nov 14, 2023
Q3 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-12.9K- 95.52% |
$1.32M - $1.38M
|
603
$64.8K
|
|
|
Nov 14, 2023
Q3 2023
|
River Glades Family Offices LLC
Naples, FL |
SELL
|
- |
-5.9K- 59.57% |
$605K - $634K
|
4.01K
$430K
|
|
|
Nov 14, 2023
Q3 2023
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-4.91K- 54.06% |
$503K - $527K
|
4.17K
$448K
|
|
|
Oct 19, 2023
Q3 2023
|
Evanson Asset Management, LLC
|
SELL
|
- |
-3.91K- 41.07% |
$400K - $419K
|
5.6K
$602K
|
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
SELL
|
- |
-3.44K- 0.8% |
$353K - $369K
|
425K
$45.7M
|
|
|
Oct 23, 2023
Q3 2023
|
Financial Guidance Group, Inc.
|
SELL
|
- |
-3.13K- 4.16% |
$320K - $336K
|
72K
$7.74M
|
|
|
Oct 27, 2023
Q3 2023
|
Smith, Salley & Associates
|
SELL
|
- |
-2.6K- 25.94% |
$267K - $279K
|
7.42K
$797K
|
|
|
Nov 14, 2023
Q3 2023
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-2.51K- 13.93% |
$257K - $270K
|
15.5K
$1.67M
|
|
|
Sep 06, 2024
Q3 2023
|
Ted Buchan & CO
San Diego, CA |
SELL
|
- |
-2.06KClosed |
$211K - $221K
|
0
$0
|
|
|
Nov 01, 2023
Q3 2023
|
Mattern Wealth Management LLC
|
SELL
|
- |
-1.7K- 44.62% |
$174K - $182K
|
2.11K
$226K
|
|
|
Oct 10, 2023
Q3 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-1.4K- 27.43% |
$144K - $151K
|
3.71K
$399K
|
|
|
Oct 10, 2023
Q3 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-823- 27.5% |
$84.4K - $88.4K
|
2.17K
$233K
|
|
|
Oct 24, 2023
Q3 2023
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-797- 17.34% |
$81.7K - $85.6K
|
3.8K
$408K
|
|
|
Oct 16, 2023
Q3 2023
|
Mc Broom & Associates, LLC
|
SELL
|
- |
-752- 10.59% |
$77.1K - $80.8K
|
6.35K
$682K
|
|
|
Oct 10, 2023
Q3 2023
|
Founders Capital Management
|
SELL
|
- |
-620- 93.37% |
$63.6K - $66.6K
|
44
$4.73K
|
|
|
Nov 14, 2023
Q3 2023
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-474- 11.79% |
$48.6K - $50.9K
|
3.55K
$381K
|
|
|
Nov 17, 2023
Q3 2023
|
Diversified Trust CO
|
SELL
|
- |
-450- 13.67% |
$46.1K - $48.3K
|
2.84K
$305K
|
|
|
Oct 24, 2023
Q3 2023
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-427- 16.8% |
$43.8K - $45.9K
|
2.12K
$227K
|
|
|
Nov 15, 2023
Q3 2023
|
Journey Advisory Group, LLC
|
SELL
|
- |
-423- 16.99% |
$43.4K - $45.4K
|
2.07K
$222K
|
|
|
Oct 27, 2023
Q3 2023
|
Center For Asset Management LLC
|
SELL
|
- |
-269- 7.98% |
$27.6K - $28.9K
|
3.1K
$333K
|
|
|
Oct 25, 2023
Q3 2023
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-239- 7.38% |
$24.5K - $25.7K
|
3K
$322K
|
|
|
Oct 11, 2023
Q3 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-216- 11.99% |
$22.1K - $23.2K
|
1.59K
$170K
|
|
|
Oct 16, 2023
Q3 2023
|
Lake Hills Wealth Management, LLC
|
SELL
|
- |
-209- 6.71% |
$21.4K - $22.4K
|
2.91K
$312K
|
|
|
Nov 03, 2023
Q3 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-202- 68.24% |
$20.7K - $21.7K
|
94
$10.1K
|
|
|
Oct 27, 2023
Q3 2023
|
Briggs Advisory Group, Inc.
|
SELL
|
- |
-190- 3.78% |
$19.5K - $20.4K
|
4.84K
$520K
|
|
|
Oct 11, 2023
Q3 2023
|
Independent Wealth Network Inc.
|
SELL
|
- |
-100- 4.58% |
$10.3K - $10.7K
|
2.08K
$224K
|
|
|
Oct 16, 2023
Q3 2023
|
First Premier Bank
|
SELL
|
- |
-75- 27.27% |
$7.69K - $8.05K
|
200
$21.5K
|
|
|
Jun 28, 2024
Q3 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-72Closed |
$7.38K - $7.73K
|
0
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-40- 15.38% |
$4.1K - $4.3K
|
220
$23.6K
|
|
|
Oct 19, 2023
Q3 2023
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-38- 1.64% |
$3.9K - $4.08K
|
2.28K
$245K
|
|