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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Verde Capital Management
|
SELL
|
- |
-16- 0.72% |
$1.64K - $1.72K
|
2.21K
$238K
|
|
|
Nov 06, 2023
Q3 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-4- 0.2% |
$410 - $430
|
1.98K
$212K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-20.9K- 88.78% |
$2.2M - $2.27M
|
2.64K
$284K
|
|
|
Jul 31, 2023
Q2 2023
|
Bms Financial Advisors, LLC
|
SELL
|
- |
-7.85K- 48.05% |
$826K - $853K
|
8.49K
$912K
|
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-5.04K- 1.07% |
$529K - $547K
|
465K
$50M
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-4.67K- 10.39% |
$491K - $507K
|
40.2K
$4.32M
|
|
|
Jul 11, 2023
Q2 2023
|
Stokes Capital Advisors, LLC
|
SELL
|
- |
-4.08K- 28.23% |
$429K - $443K
|
10.4K
$1.12M
|
|
|
Sep 26, 2023
Q2 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-2.69K- 50.13% |
$283K - $292K
|
2.67K
$287K
|
|
|
Jul 13, 2023
Q2 2023
|
Qp Wealth Management, LLC
|
SELL
|
- |
-1.99K- 50.51% |
$209K - $216K
|
1.95K
$209K
|
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-1.14K- 6.3% |
$120K - $124K
|
17K
$1.83M
|
|
|
Aug 08, 2023
Q2 2023
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-873- 15.85% |
$91.8K - $94.8K
|
4.64K
$498K
|
|
|
Jul 26, 2023
Q2 2023
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-846- 29.36% |
$89K - $91.9K
|
2.04K
$219K
|
|
|
Jul 10, 2023
Q2 2023
|
Dakota Community Bank & Trust Na
Hebron, ND |
SELL
|
- |
-831- 46.04% |
$87.4K - $90.2K
|
974
$105K
|
|
|
Oct 29, 2024
Q2 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-650- 38.24% |
$68.4K - $70.6K
|
1.05K
$113K
|
|
|
Jul 31, 2023
Q2 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-351- 14.53% |
$36.9K - $38.1K
|
2.06K
$222K
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
SELL
|
- |
-348- 17.28% |
$36.6K - $37.8K
|
1.67K
$179K
|
|
|
Aug 10, 2023
Q2 2023
|
Hollencrest Capital Management
|
SELL
|
- |
-320- 97.56% |
$33.7K - $34.7K
|
8
$859
|
|
|
Aug 10, 2023
Q2 2023
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-230- 8.9% |
$24.2K - $25K
|
2.35K
$253K
|
|
|
Aug 08, 2023
Q2 2023
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-215- 36.44% |
$22.6K - $23.3K
|
375
$40.3K
|
|
|
Aug 01, 2023
Q2 2023
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-150- 6.98% |
$15.8K - $16.3K
|
2K
$215K
|
|
|
Aug 10, 2023
Q2 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-100- 3.85% |
$10.5K - $10.9K
|
2.5K
$268K
|
|
|
Aug 10, 2023
Q2 2023
|
Strategic Financial Planning, Inc.
|
SELL
|
- |
-64- 3.02% |
$6.73K - $6.95K
|
2.06K
$221K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-62- 1.2% |
$6.52K - $6.73K
|
5.11K
$549K
|
|
|
Aug 11, 2023
Q2 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-45- 0.74% |
$4.73K - $4.89K
|
6.06K
$651K
|
|
|
Nov 08, 2023
Q2 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-9- 0.27% |
$946 - $977
|
3.31K
$356K
|
|
| Q1 2023 | |||||||
|
May 17, 2023
Q1 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-25.1K- 99.07% |
$2.63M - $2.72M
|
235
$25.2K
|
|
|
May 02, 2023
Q1 2023
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-23.2K- 87.19% |
$2.43M - $2.51M
|
3.4K
$366K
|
|
|
Apr 18, 2023
Q1 2023
|
Affiance Financial, LLC
|
SELL
|
- |
-9.9K- 79.3% |
$1.04M - $1.07M
|
2.59K
$278K
|
|
|
Apr 28, 2023
Q1 2023
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-6.24K- 73.23% |
$655K - $677K
|
2.28K
$245K
|
|
|
May 22, 2023
Q1 2023
|
Aspireon Wealth Advisors
|
SELL
|
- |
-5.72K- 39.77% |
$601K - $621K
|
8.66K
$930K
|
|
|
May 15, 2023
Q1 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-4.61K- 32.11% |
$484K - $500K
|
9.75K
$1.05M
|
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-4.5K- 3.51% |
$472K - $488K
|
124K
$13.3M
|
|
|
May 12, 2023
Q1 2023
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-3.68K- 24.0% |
$386K - $399K
|
11.6K
$1.25M
|
|
|
May 15, 2023
Q1 2023
|
Avalon Investment & Advisory
Houston, TX |
SELL
|
- |
-2.44K- 17.52% |
$256K - $265K
|
11.5K
$1.24M
|
|
|
May 15, 2023
Q1 2023
|
Family Management Corp
New York, NY |
SELL
|
- |
-2.34K- 89.18% |
$246K - $254K
|
284
$30.5K
|
|
|
Apr 17, 2023
Q1 2023
|
Wealth Cmt
|
SELL
|
- |
-1.75K- 2.27% |
$184K - $190K
|
75.3K
$8.09M
|
|
|
May 02, 2023
Q1 2023
|
Investment Advisory Group, LLC
|
SELL
|
- |
-550- 21.29% |
$57.7K - $59.7K
|
2.03K
$218K
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-529- 92.97% |
$55.5K - $57.4K
|
40
$4.3K
|
|
|
Apr 20, 2023
Q1 2023
|
Blue Zone Wealth Advisors, LLC
|
SELL
|
- |
-500- 7.6% |
$52.5K - $54.2K
|
6.08K
$653K
|
|
|
May 10, 2023
Q1 2023
|
E Rn Financial, LLC
|
SELL
|
- |
-405- 17.62% |
$42.5K - $43.9K
|
1.89K
$203K
|
|
|
May 10, 2023
Q1 2023
|
First Ascent Asset Management, LLC
|
SELL
|
- |
-329- 12.53% |
$34.5K - $35.7K
|
2.3K
$247K
|
|
|
Apr 26, 2023
Q1 2023
|
Sabal Trust CO
|
SELL
|
- |
-300- 8.55% |
$31.5K - $32.5K
|
3.21K
$345K
|
|
|
Apr 12, 2023
Q1 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-174- 36.55% |
$18.3K - $18.9K
|
302
$32.4K
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-100Closed |
$10.5K - $10.8K
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-71- 2.69% |
$7.45K - $7.7K
|
2.57K
$276K
|
|
|
Dec 18, 2023
Q1 2023
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-25Closed |
$2.62K - $2.71K
|
0
$0
|
|
|
May 15, 2024
Q1 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-15Closed |
$1.57K - $1.63K
|
0
$0
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
SELL
|
- |
-53.4K- 35.1% |
$5.42M - $5.7M
|
98.8K
$10.6M
|
|
|
Jan 24, 2023
Q4 2022
|
Caprin Asset Management LLC
Henrico, VA |
SELL
|
- |
-44.1K- 28.96% |
$4.47M - $4.7M
|
108K
$11.6M
|
|
|
Feb 10, 2023
Q4 2022
|
Jsf Financial, LLC
|
SELL
|
- |
-43.3K- 57.16% |
$4.4M - $4.63M
|
32.5K
$3.49M
|
|