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 |
---|---|---|---|---|---|---|---|
Apr 17, 2023
Q1 2023
|
Wealth Cmt
|
SELL
|
- |
-1.75K- 2.27% |
$184K - $190K
|
75.3K
$8.01M
|
|
May 02, 2023
Q1 2023
|
Investment Advisory Group, LLC
|
SELL
|
- |
-550- 21.29% |
$57.7K - $59.7K
|
2.03K
$216K
|
|
Apr 20, 2023
Q1 2023
|
Blue Zone Wealth Advisors, LLC
|
SELL
|
- |
-500- 7.6% |
$52.5K - $54.2K
|
6.08K
$647K
|
|
May 10, 2023
Q1 2023
|
E Rn Financial, LLC
|
SELL
|
- |
-405- 17.62% |
$42.5K - $43.9K
|
1.89K
$202K
|
|
May 10, 2023
Q1 2023
|
First Ascent Asset Management, LLC
|
SELL
|
- |
-329- 12.53% |
$34.5K - $35.7K
|
2.3K
$244K
|
|
Apr 26, 2023
Q1 2023
|
Sabal Trust CO
|
SELL
|
- |
-300- 8.55% |
$31.5K - $32.5K
|
3.21K
$342K
|
|
Apr 12, 2023
Q1 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-174- 36.55% |
$18.3K - $18.9K
|
302
$32.1K
|
|
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
$273K
|
|
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
$10.5M
|
|
Jan 24, 2023
Q4 2022
|
Caprin Asset Management LLC
Henrico, VA |
SELL
|
- |
-44.1K- 28.96% |
$4.47M - $4.7M
|
108K
$11.5M
|
|
Feb 10, 2023
Q4 2022
|
Jsf Financial, LLC
|
SELL
|
- |
-43.3K- 57.16% |
$4.4M - $4.63M
|
32.5K
$3.46M
|
|
Jan 12, 2023
Q4 2022
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-16.6K- 70.47% |
$1.68M - $1.77M
|
6.95K
$739K
|
|
Feb 14, 2023
Q4 2022
|
All Gen Financial Advisors, Inc.
Orlando, FL |
SELL
|
- |
-14.3KClosed |
$1.46M - $1.53M
|
0
$0
|
|
Feb 09, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-4.31K- 66.34% |
$437K - $460K
|
2.19K
$233K
|
|
Feb 02, 2023
Q4 2022
|
Q3 Asset Management
|
SELL
|
- |
-2.33K- 8.92% |
$237K - $249K
|
23.8K
$2.53M
|
|
Jan 18, 2023
Q4 2022
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-2.28K- 14.89% |
$231K - $243K
|
13K
$1.38M
|
|
Feb 14, 2023
Q4 2022
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-1.71K- 6.63% |
$174K - $183K
|
24.1K
$2.57M
|
|
Jan 12, 2023
Q4 2022
|
First National Bank Of South Miami
|
SELL
|
- |
-1.38K- 5.35% |
$140K - $147K
|
24.3K
$2.59M
|
|
Jan 13, 2023
Q4 2022
|
Baldrige Asset Management LLC
|
SELL
|
- |
-1.13K- 90.76% |
$115K - $120K
|
115
$12.2K
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-975- 5.61% |
$99K - $104K
|
16.4K
$1.74M
|
|
Jan 18, 2023
Q4 2022
|
Aries Wealth Management
|
SELL
|
- |
-900- 15.31% |
$91.4K - $96K
|
4.98K
$530K
|
|
Jan 19, 2023
Q4 2022
|
Melone Private Wealth, LLC
|
SELL
|
- |
-788- 20.46% |
$80K - $84.1K
|
3.06K
$326K
|
|
Feb 14, 2023
Q4 2022
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-384- 15.6% |
$39K - $41K
|
2.08K
$221K
|
|
Jan 12, 2023
Q4 2022
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-366- 2.51% |
$37.2K - $39.1K
|
14.2K
$1.51M
|
|
Feb 07, 2023
Q4 2022
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-321- 10.41% |
$32.6K - $34.3K
|
2.76K
$294K
|
|
Feb 14, 2023
Q4 2022
|
F3 Logic, LLC
|
SELL
|
- |
-318- 5.95% |
$32.3K - $33.9K
|
5.03K
$535K
|
|
Jan 10, 2023
Q4 2022
|
Norway Savings Bank
|
SELL
|
- |
-225- 28.13% |
$22.8K - $24K
|
575
$61.2K
|
|
Jan 12, 2023
Q4 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
SELL
|
- |
-203- 3.93% |
$20.6K - $21.7K
|
4.96K
$528K
|
|
Jan 30, 2023
Q4 2022
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-190- 6.28% |
$19.3K - $20.3K
|
2.84K
$302K
|
|
Jan 23, 2023
Q4 2022
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-186- 87.32% |
$18.9K - $19.8K
|
27
$2.87K
|
|
Jan 30, 2023
Q4 2022
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-26- 1.27% |
$2.64K - $2.77K
|
2.02K
$215K
|
|
Feb 08, 2023
Q4 2022
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-1- 0.11% |
$102 - $107
|
900
$95.8K
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
SELL
|
- |
-1- 0.03% |
$102 - $107
|
3.33K
$355K
|
|
Q3 2022 | |||||||
Oct 17, 2022
Q3 2022
|
Axiom Financial Strategies, LLC
New Albany, IN |
SELL
|
- |
-102K- 96.75% |
$10.4M - $11M
|
3.41K
$363K
|
|
Nov 14, 2022
Q3 2022
|
Portfolio Solutions, LLC
Troy, MI |
SELL
|
- |
-56.5K- 44.57% |
$5.8M - $6.14M
|
70.3K
$7.48M
|
|
Nov 15, 2022
Q3 2022
|
Entrust Global Partners L L C
New York, NY |
SELL
|
- |
-49.2K- 40.14% |
$5.05M - $5.35M
|
73.4K
$7.82M
|
|
Nov 08, 2022
Q3 2022
|
Robinson Capital Management, LLC
|
SELL
|
- |
-39.9K- 49.94% |
$4.09M - $4.33M
|
40K
$4.26M
|
|
Oct 07, 2022
Q3 2022
|
Roth Financial Partners LLC
|
SELL
|
- |
-16.7K- 66.55% |
$1.71M - $1.81M
|
8.38K
$892K
|
|
Nov 03, 2022
Q3 2022
|
Cypress Capital Management LLC
Greenville, DE |
SELL
|
- |
-15.4K- 67.35% |
$1.58M - $1.67M
|
7.48K
$796K
|
|
Nov 02, 2022
Q3 2022
|
Auxano Advisors, LLC
|
SELL
|
- |
-14K- 46.98% |
$1.44M - $1.52M
|
15.8K
$1.68M
|
|
Oct 05, 2022
Q3 2022
|
Econ Financial Services Corp
|
SELL
|
- |
-8.3K- 47.39% |
$851K - $902K
|
9.22K
$981K
|
|
Nov 03, 2022
Q3 2022
|
Moneywise, Inc.
|
SELL
|
- |
-8.2K- 61.45% |
$841K - $891K
|
5.15K
$548K
|
|
Nov 14, 2022
Q3 2022
|
Greenwich Investment Management, Inc.
Stamford, CT |
SELL
|
- |
-5.13K- 57.58% |
$526K - $557K
|
3.78K
$402K
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-4.21K- 18.96% |
$432K - $458K
|
18K
$1.92M
|
|
Nov 14, 2022
Q3 2022
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-3.09K- 57.82% |
$317K - $335K
|
2.25K
$240K
|
|
Nov 14, 2022
Q3 2022
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
SELL
|
- |
-2.81K- 15.25% |
$288K - $305K
|
15.6K
$1.66M
|
|
Nov 14, 2022
Q3 2022
|
1607 Capital Partners, LLC
Richmond, VA |
SELL
|
- |
-2.3K- 7.65% |
$236K - $250K
|
27.8K
$2.96M
|