Intergy Private Wealth, LLC Ishares National Muni Bond ETF Transaction History

Intergy Private Wealth, LLC

  • $265 Million
  • Q4 2024

A detailed history of Intergy Private Wealth, LLC transactions in Ishares National Muni Bond ETF stock. As of the latest transaction made, Intergy Private Wealth, LLC holds 2,398 shares of MUB stock, worth $255,986. This represents 0.1% of its overall portfolio holdings.

Number of Shares
2,398
Previous 2,390 0.33%
Holding current value
$255,986
Previous $259,000 1.54%
% of portfolio
0.1%
Previous 0.1%

Shares

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

Jan 23, 2025
BUY
$105.78 - $108.7 $846 - $869
8 Added 0.33%
2,398 $255,000
Q3 2024

Oct 17, 2024
BUY
$106.13 - $108.7 $636 - $652
6 Added 0.25%
2,390 $259,000
Q2 2024

Jul 15, 2024
SELL
$105.37 - $107.16 $45,835 - $46,614
-435 Reduced 15.43%
2,384 $254,000
Q1 2024

Apr 24, 2024
BUY
$107.41 - $108.76 $429 - $435
4 Added 0.14%
2,819 $303,000
Q4 2023

Jan 11, 2024
BUY
$100.97 - $108.77 $284,230 - $306,187
2,815 New
2,815 $305,000
Q3 2022

Oct 18, 2022
BUY
$102.55 - $108.59 $274,834 - $291,021
2,680 New
2,680 $275,000

Others Institutions Holding MUB

# of Institutions
1,657
Shares Held
321M
Call Options Held
697K
Put Options Held
1.36M
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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