Heritage Financial Services, LLC Ishares National Muni Bond ETF Transaction History

Heritage Financial Services, LLC

  • $1.09 Billion
  • Q3 2025

A detailed history of Heritage Financial Services, LLC transactions in Ishares National Muni Bond ETF stock. As of the latest transaction made, Heritage Financial Services, LLC holds 4,567 shares of MUB stock, worth $488,531. This represents 0.04% of its overall portfolio holdings.

Number of Shares
4,567
Previous 4,567 -0.0%
Holding current value
$488,531
Previous $477,000 1.89%
% of portfolio
0.04%
Previous 0.05%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 18, 2025
SELL
$102.31 - $105.8 $3,273 - $3,385
-32 Reduced 0.7%
4,567 $477,000
Q1 2025

May 14, 2025
SELL
$104.71 - $107.69 $147,222 - $151,412
-1,406 Reduced 23.41%
4,599 $484,000
Q4 2024

Jan 23, 2025
BUY
$105.78 - $108.7 $86,210 - $88,590
815 Added 15.7%
6,005 $639,000
Q3 2024

Oct 23, 2024
SELL
$106.13 - $108.7 $13,690 - $14,022
-129 Reduced 2.43%
5,190 $563,000
Q2 2024

Jul 23, 2024
BUY
$105.37 - $107.16 $13,592 - $13,823
129 Added 2.49%
5,319 $566,000
Q4 2023

Feb 02, 2024
BUY
$100.97 - $108.77 $524,034 - $564,516
5,190 New
5,190 $562,000

Others Institutions Holding MUB

# of Institutions
1,766
Shares Held
307M
Call Options Held
4.99M
Put Options Held
3.46M
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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