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
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-13.1K- 91.14% |
$1.34M - $1.4M
|
1.27K
$135K
|
|
|
Nov 14, 2023
Q3 2023
|
River Glades Family Offices LLC
Naples, FL |
SELL
|
- |
-5.9K- 59.57% |
$605K - $634K
|
4.01K
$426K
|
|
|
Nov 14, 2023
Q3 2023
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-4.91K- 54.06% |
$503K - $527K
|
4.17K
$444K
|
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
SELL
|
- |
-3.44K- 0.8% |
$353K - $369K
|
425K
$45.3M
|
|
|
Oct 23, 2023
Q3 2023
|
Financial Guidance Group, Inc.
|
SELL
|
- |
-3.13K- 4.16% |
$320K - $336K
|
72K
$7.67M
|
|
|
Oct 27, 2023
Q3 2023
|
Smith, Salley & Associates
|
SELL
|
- |
-2.6K- 25.94% |
$267K - $279K
|
7.42K
$790K
|
|
|
Nov 14, 2023
Q3 2023
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-2.51K- 13.93% |
$257K - $270K
|
15.5K
$1.65M
|
|
|
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
$224K
|
|
|
Oct 10, 2023
Q3 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-823- 27.5% |
$84.4K - $88.4K
|
2.17K
$231K
|
|
|
Oct 24, 2023
Q3 2023
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-797- 17.34% |
$81.7K - $85.6K
|
3.8K
$404K
|
|
|
Oct 16, 2023
Q3 2023
|
Mc Broom & Associates, LLC
|
SELL
|
- |
-752- 10.59% |
$77.1K - $80.8K
|
6.35K
$676K
|
|
|
Oct 10, 2023
Q3 2023
|
Founders Capital Management
|
SELL
|
- |
-620- 93.37% |
$63.6K - $66.6K
|
44
$4.68K
|
|
|
Nov 14, 2023
Q3 2023
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-474- 11.79% |
$48.6K - $50.9K
|
3.55K
$377K
|
|
|
Nov 17, 2023
Q3 2023
|
Diversified Trust CO
|
SELL
|
- |
-450- 13.67% |
$46.1K - $48.3K
|
2.84K
$302K
|
|
|
Oct 27, 2023
Q3 2023
|
Center For Asset Management LLC
|
SELL
|
- |
-269- 7.98% |
$27.6K - $28.9K
|
3.1K
$330K
|
|
|
Oct 11, 2023
Q3 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-216- 11.99% |
$22.1K - $23.2K
|
1.59K
$169K
|
|
|
Oct 16, 2023
Q3 2023
|
Lake Hills Wealth Management, LLC
|
SELL
|
- |
-209- 6.71% |
$21.4K - $22.4K
|
2.91K
$309K
|
|
|
Oct 27, 2023
Q3 2023
|
Briggs Advisory Group, Inc.
|
SELL
|
- |
-190- 3.78% |
$19.5K - $20.4K
|
4.84K
$515K
|
|
|
Oct 16, 2023
Q3 2023
|
First Premier Bank
|
SELL
|
- |
-75- 27.27% |
$7.69K - $8.05K
|
200
$21.3K
|
|
|
Jun 28, 2024
Q3 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-72Closed |
$7.38K - $7.73K
|
0
$0
|
|
|
Oct 19, 2023
Q3 2023
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-38- 1.64% |
$3.9K - $4.08K
|
2.28K
$243K
|
|
|
Nov 14, 2023
Q3 2023
|
Verde Capital Management
|
SELL
|
- |
-16- 0.72% |
$1.64K - $1.72K
|
2.21K
$235K
|
|
|
Nov 06, 2023
Q3 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-4- 0.2% |
$410 - $430
|
1.98K
$210K
|
|
| Q2 2023 | |||||||
|
Jul 31, 2023
Q2 2023
|
Bms Financial Advisors, LLC
|
SELL
|
- |
-7.85K- 48.05% |
$826K - $853K
|
8.49K
$904K
|
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-5.04K- 1.07% |
$529K - $547K
|
465K
$49.5M
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-4.67K- 10.39% |
$491K - $507K
|
40.2K
$4.28M
|
|
|
Jul 11, 2023
Q2 2023
|
Stokes Capital Advisors, LLC
|
SELL
|
- |
-4.08K- 28.23% |
$429K - $443K
|
10.4K
$1.11M
|
|
|
Sep 26, 2023
Q2 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-2.69K- 50.13% |
$283K - $292K
|
2.67K
$284K
|
|
|
Jul 13, 2023
Q2 2023
|
Qp Wealth Management, LLC
|
SELL
|
- |
-1.99K- 50.51% |
$209K - $216K
|
1.95K
$207K
|
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-1.14K- 6.3% |
$120K - $124K
|
17K
$1.81M
|
|
|
Aug 08, 2023
Q2 2023
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-873- 15.85% |
$91.8K - $94.8K
|
4.64K
$493K
|
|
|
Jul 26, 2023
Q2 2023
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-846- 29.36% |
$89K - $91.9K
|
2.04K
$217K
|
|
|
Jul 10, 2023
Q2 2023
|
Dakota Community Bank & Trust Na
Hebron, ND |
SELL
|
- |
-831- 46.04% |
$87.4K - $90.2K
|
974
$104K
|
|
|
Jul 31, 2023
Q2 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-351- 14.53% |
$36.9K - $38.1K
|
2.06K
$220K
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
SELL
|
- |
-348- 17.28% |
$36.6K - $37.8K
|
1.67K
$177K
|
|
|
Aug 08, 2023
Q2 2023
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-215- 36.44% |
$22.6K - $23.3K
|
375
$39.9K
|
|
|
Aug 01, 2023
Q2 2023
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-150- 6.98% |
$15.8K - $16.3K
|
2K
$213K
|
|
|
Aug 10, 2023
Q2 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-100- 3.85% |
$10.5K - $10.9K
|
2.5K
$266K
|
|
|
Aug 10, 2023
Q2 2023
|
Strategic Financial Planning, Inc.
|
SELL
|
- |
-64- 3.02% |
$6.73K - $6.95K
|
2.06K
$219K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-62- 1.2% |
$6.52K - $6.73K
|
5.11K
$544K
|
|
|
Aug 11, 2023
Q2 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-45- 0.74% |
$4.73K - $4.89K
|
6.06K
$645K
|
|
|
Nov 08, 2023
Q2 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-9- 0.27% |
$946 - $977
|
3.31K
$352K
|
|
| Q1 2023 | |||||||
|
May 02, 2023
Q1 2023
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-23.2K- 87.19% |
$2.43M - $2.51M
|
3.4K
$362K
|
|
|
Apr 28, 2023
Q1 2023
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-6.24K- 73.23% |
$655K - $677K
|
2.28K
$243K
|
|
|
May 22, 2023
Q1 2023
|
Aspireon Wealth Advisors
|
SELL
|
- |
-5.72K- 39.77% |
$601K - $621K
|
8.66K
$922K
|
|
|
May 15, 2023
Q1 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-4.61K- 32.11% |
$484K - $500K
|
9.75K
$1.04M
|
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-4.5K- 3.51% |
$472K - $488K
|
124K
$13.2M
|
|
|
May 12, 2023
Q1 2023
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-3.68K- 24.0% |
$386K - $399K
|
11.6K
$1.24M
|
|
|
May 15, 2023
Q1 2023
|
Avalon Investment & Advisory
Houston, TX |
SELL
|
- |
-2.44K- 17.52% |
$256K - $265K
|
11.5K
$1.22M
|
|