Capital Advisors Wealth Management, LLC Ishares National Muni Bond ETF Transaction History

Capital Advisors Wealth Management, LLC

  • $556 Million
  • Q4 2024

A detailed history of Capital Advisors Wealth Management, LLC transactions in Ishares National Muni Bond ETF stock. As of the latest transaction made, Capital Advisors Wealth Management, LLC holds 35,465 shares of MUB stock, worth $3.76 Million. This represents 0.68% of its overall portfolio holdings.

Number of Shares
35,465
Previous 37,282 4.87%
Holding current value
$3.76 Million
Previous $4.05 Million 6.69%
% of portfolio
0.68%
Previous 0.75%

Shares

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

Jan 14, 2025
SELL
$105.78 - $108.7 $192,202 - $197,507
-1,817 Reduced 4.87%
35,465 $3.78 Million
Q3 2024

Oct 15, 2024
BUY
$106.13 - $108.7 $172,461 - $176,637
1,625 Added 4.56%
37,282 $4.05 Million
Q2 2024

Jul 16, 2024
BUY
$105.37 - $107.16 $155,947 - $158,596
1,480 Added 4.33%
35,657 $3.8 Million
Q1 2024

Apr 12, 2024
SELL
$107.41 - $108.76 $206,656 - $209,254
-1,924 Reduced 5.33%
34,177 $3.68 Million
Q4 2023

Jan 08, 2024
SELL
$100.97 - $108.77 $511,715 - $551,246
-5,068 Reduced 12.31%
36,101 $3.91 Million
Q3 2023

Oct 10, 2023
SELL
$102.54 - $107.39 $77,725 - $81,401
-758 Reduced 1.81%
41,169 $4.22 Million
Q2 2023

Jul 11, 2023
BUY
$105.16 - $108.58 $4,732 - $4,886
45 Added 0.11%
41,927 $4.47 Million
Q1 2023

Apr 14, 2023
BUY
$104.99 - $108.49 $312,135 - $322,540
2,973 Added 7.64%
41,882 $4.51 Million
Q4 2022

Feb 09, 2023
SELL
$101.51 - $106.72 $102,220 - $107,467
-1,007 Reduced 2.52%
38,909 $4.11 Million
Q3 2022

Nov 14, 2022
SELL
$102.55 - $108.59 $200,485 - $212,293
-1,955 Reduced 4.67%
39,916 $4.1 Million
Q2 2022

Aug 04, 2022
BUY
$104.73 - $109.51 $115,621 - $120,899
1,104 Added 2.71%
41,871 $4.45 Million
Q1 2022

May 09, 2022
BUY
$109.33 - $116.18 $143,003 - $151,963
1,308 Added 3.31%
40,767 $4.47 Million
Q4 2021

Feb 04, 2022
BUY
$115.39 - $116.62 $430,058 - $434,642
3,727 Added 10.43%
39,459 $4.59 Million
Q3 2021

Nov 12, 2021
BUY
$116.12 - $117.94 $381,802 - $387,786
3,288 Added 10.13%
35,732 $4.15 Million
Q2 2021

Aug 13, 2021
BUY
$115.91 - $117.6 $432,228 - $438,530
3,729 Added 12.99%
32,444 $3.8 Million
Q1 2021

Apr 20, 2021
BUY
$115.3 - $117.87 $3.31 Million - $3.38 Million
28,715 New
28,715 $3.33 Million

Others Institutions Holding MUB

# of Institutions
1,612
Shares Held
311M
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
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