Rooted Wealth Advisors, Inc. Ishares National Muni Bond ETF Transaction History

Rooted Wealth Advisors, Inc.

$256 Million
Q4 2024

A detailed history of Rooted Wealth Advisors, Inc. transactions in Ishares National Muni Bond ETF stock. As of the latest transaction made, Rooted Wealth Advisors, Inc. holds 13,656 shares of MUB stock, worth $1.44 Million. This represents 0.57% of its overall portfolio holdings.

Number of Shares

13,656

Previous 13,986 2.36%

Holding current value

$1.44 Million

Previous $1.51 Million 3.71%

% of portfolio

0.57%

Previous 0.67%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	SELL	$105.78 - $108.7 $34,907 - $35,871	-330 Reduced 2.36%	13,656 $1.45 Million
Q3 2024 Nov 12, 2024	BUY	$106.13 - $108.7 $168,428 - $172,506	1,587 Added 12.8%	13,986 $1.51 Million
Q2 2024 Jul 25, 2024	SELL	$105.37 - $107.16 $27,606 - $28,075	-262 Reduced 2.07%	12,399 $1.33 Million
Q1 2024 Apr 17, 2024	SELL	$107.41 - $108.76 $11,815 - $11,963	-110 Reduced 0.86%	12,661 $1.35 Million
Q4 2023 Feb 07, 2024	BUY	$100.97 - $108.77 $791,200 - $852,321	7,836 Added 158.78%	12,771 $1.38 Million
Q3 2023 Nov 21, 2023	BUY	$102.54 - $107.39 $87,671 - $91,818	855 Added 20.96%	4,935 $517,000
Q2 2023 Aug 03, 2023	BUY	$105.16 - $108.58 $232,929 - $240,504	2,215 Added 118.77%	4,080 $434,000
Q1 2023 Apr 26, 2023	BUY	$104.99 - $108.49 $195,806 - $202,333	1,865 New	1,865 $201,000

Others Institutions Holding MUB

# of Institutions

1,661

Shares Held

321M

Call Options Held

697K

Put Options Held

1.36M

View Full List

About ISHARES NATIONAL MUNI BOND ETF

Ticker MUB
Sector ETFs
Industry ETFs

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Rooted Wealth Advisors, Inc. Ishares National Muni Bond ETF Transaction History