Congress Wealth Management LLC Ishares National Muni Bond ETF Transaction History

Congress Wealth Management LLC

$6.94 Billion
Q4 2024

A detailed history of Congress Wealth Management LLC transactions in Ishares National Muni Bond ETF stock. As of the latest transaction made, Congress Wealth Management LLC holds 28,543 shares of MUB stock, worth $2.95 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

28,543

Previous 25,179 13.36%

Holding current value

$2.95 Million

Previous $2.74 Million 11.19%

% of portfolio

0.04%

Previous 0.04%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 11, 2025	BUY	$105.78 - $108.7 $355,843 - $365,666	3,364 Added 13.36%	28,543 $3.04 Million
Q3 2024 Nov 12, 2024	BUY	$106.13 - $108.7 $50,624 - $51,849	477 Added 1.93%	25,179 $2.74 Million
Q2 2024 Aug 13, 2024	SELL	$105.37 - $107.16 $258,683 - $263,077	-2,455 Reduced 9.04%	24,702 $2.63 Million
Q1 2024 Apr 18, 2024	SELL	$107.41 - $108.76 $341,348 - $345,639	-3,178 Reduced 10.48%	27,157 $2.92 Million
Q4 2023 Feb 09, 2024	SELL	$100.97 - $108.77 $227,384 - $244,950	-2,252 Reduced 6.91%	30,335 $3.29 Million
Q3 2023 Oct 30, 2023	BUY	$102.54 - $107.39 $1.32 Million - $1.38 Million	12,892 Added 65.46%	32,587 $3.34 Million
Q2 2023 Jul 13, 2023	SELL	$105.16 - $108.58 $109,471 - $113,031	-1,041 Reduced 5.02%	19,695 $2.1 Million
Q1 2023 Apr 14, 2023	SELL	$104.99 - $108.49 $33,071 - $34,174	-315 Reduced 1.5%	20,736 $2.23 Million
Q4 2022 Feb 02, 2023	SELL	$101.51 - $106.72 $6.04 Million - $6.35 Million	-59,478 Reduced 73.86%	21,051 $2.22 Million
Q3 2022 Nov 08, 2022	SELL	$102.55 - $108.59 $159,055 - $168,423	-1,551 Reduced 1.89%	80,529 $8.26 Million
Q2 2022 Aug 11, 2022	BUY	$104.73 - $109.51 $165,787 - $173,354	1,583 Added 1.97%	82,080 $8.73 Million
Q1 2022 May 16, 2022	SELL	$109.33 - $116.18 $1.59 Million - $1.69 Million	-14,582 Reduced 15.34%	80,497 $8.83 Million
Q4 2021 Feb 04, 2022	BUY	$115.39 - $116.62 $11 Million - $11.1 Million	95,079 New	95,079 $11.1 Million

Others Institutions Holding MUB

# of Institutions

1,659

Shares Held

340M

Call Options Held

697K

Put Options Held

1.36M

View Full List

About ISHARES NATIONAL MUNI BOND ETF

Ticker MUB
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Congress Wealth Management LLC Ishares National Muni Bond ETF Transaction History