Morton Brown Family Wealth, LLC Ishares National Muni Bond ETF Transaction History

Morton Brown Family Wealth, LLC

$287 Million
Q4 2024

A detailed history of Morton Brown Family Wealth, LLC transactions in Ishares National Muni Bond ETF stock. As of the latest transaction made, Morton Brown Family Wealth, LLC holds 199,924 shares of MUB stock, worth $21.4 Million. This represents 7.43% of its overall portfolio holdings.

Number of Shares

199,924

Previous 187,411 6.68%

Holding current value

$21.4 Million

Previous $20.4 Million 4.63%

% of portfolio

7.43%

Previous 7.24%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	BUY	$105.78 - $108.7 $1.32 Million - $1.36 Million	12,513 Added 6.68%	199,924 $21.3 Million
Q3 2024 Oct 24, 2024	BUY	$106.13 - $108.7 $1.26 Million - $1.29 Million	11,839 Added 6.74%	187,411 $20.4 Million
Q2 2024 Jul 30, 2024	SELL	$105.37 - $107.16 $1.22 Million - $1.24 Million	-11,597 Reduced 6.2%	175,572 $18.7 Million
Q1 2024 Apr 23, 2024	BUY	$107.41 - $108.76 $2.72 Million - $2.75 Million	25,305 Added 15.63%	187,169 $20.1 Million
Q4 2023 Jan 26, 2024	BUY	$100.97 - $108.77 $3.12 Million - $3.36 Million	30,854 Added 23.55%	161,864 $17.5 Million
Q3 2023 Oct 18, 2023	BUY	$102.54 - $107.39 $1.14 Million - $1.2 Million	11,130 Added 9.28%	131,010 $13.4 Million
Q2 2023 Jul 25, 2023	BUY	$105.16 - $108.58 $80,973 - $83,606	770 Added 0.65%	119,880 $12.8 Million
Q1 2023 Apr 25, 2023	BUY	$104.99 - $108.49 $66,878 - $69,108	637 Added 0.54%	119,110 $12.8 Million
Q4 2022 Feb 01, 2023	BUY	$101.51 - $106.72 $827,306 - $869,768	8,150 Added 7.39%	118,473 $12.5 Million
Q3 2022 Oct 31, 2022	SELL	$102.55 - $108.59 $863,368 - $914,219	-8,419 Reduced 7.09%	110,323 $11.3 Million
Q2 2022 Jul 21, 2022	BUY	$104.73 - $109.51 $8.05 Million - $8.41 Million	76,838 Added 183.37%	118,742 $12.6 Million
Q1 2022 Apr 20, 2022	BUY	$109.33 - $116.18 $3.95 Million - $4.19 Million	36,090 Added 620.74%	41,904 $4.59 Million
Q4 2021 Feb 11, 2022	BUY	$115.39 - $116.62 $670,877 - $678,028	5,814 New	5,814 $676,000

Others Institutions Holding MUB

# of Institutions

1,649

Shares Held

327M

Call Options Held

697K

Put Options Held

1.36M

View Full List

About ISHARES NATIONAL MUNI BOND ETF

Ticker MUB
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Morton Brown Family Wealth, LLC Ishares National Muni Bond ETF Transaction History