Heritage Wealth Management, Inc. /Ca/ Ishares National Muni Bond ETF Transaction History

Heritage Wealth Management, Inc. /Ca/

  • $149 Billion
  • Q3 2025

A detailed history of Heritage Wealth Management, Inc. /Ca/ transactions in Ishares National Muni Bond ETF stock. As of the latest transaction made, Heritage Wealth Management, Inc. /Ca/ holds 3,682 shares of MUB stock, worth $393,863. This represents 0.26% of its overall portfolio holdings.

Number of Shares
3,682
Previous 3,712 0.81%
Holding current value
$393,863
Previous $388 Million 1.1%
% of portfolio
0.26%
Previous 0.26%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 05, 2025
SELL
$103.24 - $106.68 $3,097 - $3,200
-30 Reduced 0.81%
3,682 $392 Million
Q2 2025

Jul 28, 2025
SELL
$102.31 - $105.8 $30,897 - $31,951
-302 Reduced 7.52%
3,712 $388 Million
Q1 2025

Apr 30, 2025
BUY
$104.71 - $107.69 $31,622 - $32,522
302 Added 8.14%
4,014 $423 Million
Q4 2024

Feb 11, 2025
BUY
$105.78 - $108.7 $392,655 - $403,494
3,712 New
3,712 $396 Million

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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