Essential Planning, Llc. Ishares National Muni Bond ETF Transaction History

Essential Planning, Llc.

  • $15 Billion
  • Q4 2024

A detailed history of Essential Planning, Llc. transactions in Ishares National Muni Bond ETF stock. As of the latest transaction made, Essential Planning, Llc. holds 108,265 shares of MUB stock, worth $11.6 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares
108,265
Holding current value
$11.6 Million
% of portfolio
0.08%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 07, 2025
BUY
$105.78 - $108.7 $11.5 Million - $11.8 Million
108,265 New
108,265 $11.5 Million
Q2 2023

Aug 10, 2023
SELL
$105.16 - $108.58 $24,186 - $24,973
-230 Reduced 8.9%
2,354 $251,000
Q1 2023

May 09, 2023
BUY
$104.99 - $108.49 $8,924 - $9,221
85 Added 3.4%
2,584 $278,000
Q4 2022

Feb 14, 2023
BUY
$101.51 - $106.72 $253,673 - $266,693
2,499 New
2,499 $263,000

Others Institutions Holding MUB

# of Institutions
1,595
Shares Held
303M
Call Options Held
506K
Put Options Held
427K
View Full List

About ISHARES NATIONAL MUNI BOND ETF

MUB Quotes by TradingView
  • Ticker MUB
  • Sector ETFs
  • Industry ETFs
More about MUB
Track This Portfolio

Track Essential Planning, Llc. Portfolio

Follow Essential Planning, Llc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Essential Planning, Llc., based on Form 13F filings with the SEC.

News

Stay updated on Essential Planning, Llc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email