Evercore Wealth Management, LLC Ishares National Muni Bond ETF Transaction History

Evercore Wealth Management, LLC

$6.56 Billion
Q3 2025

A detailed history of Evercore Wealth Management, LLC transactions in Ishares National Muni Bond ETF stock. As of the latest transaction made, Evercore Wealth Management, LLC holds 2,063 shares of MUB stock, worth $220,679. This represents 0.0% of its overall portfolio holdings.

Number of Shares

2,063

Previous 4,297 51.99%

Holding current value

$220,679

Previous $448,000 51.12%

% of portfolio

0.0%

Previous 0.01%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	SELL	$103.24 - $106.68 $230,638 - $238,323	-2,234 Reduced 51.99%	2,063 $219,000
Q1 2025 May 15, 2025	SELL	$104.71 - $107.69 $3,874 - $3,984	-37 Reduced 0.85%	4,297 $453,000
Q4 2024 Feb 14, 2025	SELL	$105.78 - $108.7 $38,927 - $40,001	-368 Reduced 7.83%	4,334 $461,000
Q4 2023 Feb 14, 2024	BUY	$100.97 - $108.77 $474,760 - $511,436	4,702 New	4,702 $509,000
Q4 2019 Feb 13, 2020	SELL	$113.18 - $114.61 $253,749 - $256,955	-2,242 Closed	0 $0

Q3 2019 Nov 14, 2019	BUY	$112.74 - $115.35 $252,763 - $258,614	2,242 New	2,242 $256,000
Q2 2019 Aug 13, 2019	SELL	$110.67 - $113.09 $203,964 - $208,424	-1,843 Closed	0 $0
Q1 2019 May 14, 2019	BUY	$108.82 - $111.36 $200,555 - $205,236	1,843 New	1,843 $205,000
Q1 2018 May 15, 2018	SELL	$108.23 - $110.72 $28,356 - $29,008	-262 Closed	0 $0
Q3 2017 Nov 13, 2017	BUY	$110.87 - $111.22 $29,047 - $29,139	262	262 $29,000

Others Institutions Holding MUB

# of Institutions

1,763

Shares Held

308M

Call Options Held

4.99M

Put Options Held

3.46M

View Full List

About ISHARES NATIONAL MUNI BOND ETF

Ticker MUB
Sector ETFs
Industry ETFs

More about MUB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Evercore Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Evercore Wealth Management, LLC with notifications on news.

Account

Evercore Wealth Management, LLC Ishares National Muni Bond ETF Transaction History