Sofi Wealth, LLC Ishares National Muni Bond ETF Transaction History

Sofi Wealth, LLC

$732 Million
Q4 2024

A detailed history of Sofi Wealth, LLC transactions in Ishares National Muni Bond ETF stock. As of the latest transaction made, Sofi Wealth, LLC holds 549,510 shares of MUB stock, worth $58.2 Million. This represents 8.0% of its overall portfolio holdings.

Number of Shares

549,510

Previous 485,236 13.25%

Holding current value

$58.2 Million

Previous $52.7 Million 11.08%

% of portfolio

8.0%

Previous 3.88%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 04, 2025	BUY	$105.78 - $108.7 $6.8 Million - $6.99 Million	64,274 Added 13.25%	549,510 $58.6 Million
Q3 2024 Oct 29, 2024	BUY	$106.13 - $108.7 $4.49 Million - $4.6 Million	42,310 Added 9.55%	485,236 $52.7 Million
Q2 2024 Jul 18, 2024	BUY	$105.37 - $107.16 $4.27 Million - $4.34 Million	40,519 Added 10.07%	442,926 $47.2 Million
Q1 2024 May 07, 2024	BUY	$107.41 - $108.76 $2.76 Million - $2.8 Million	25,703 Added 6.82%	402,407 $43.3 Million
Q4 2023 Jan 24, 2024	BUY	$100.97 - $108.77 $772,622 - $832,308	7,652 Added 2.07%	376,704 $40.8 Million
Q3 2023 Oct 24, 2023	SELL	$102.54 - $107.39 $24,814 - $25,988	-242 Reduced 0.07%	369,052 $37.8 Million
Q2 2023 Aug 03, 2023	BUY	$105.16 - $108.58 $544,939 - $562,661	5,182 Added 1.42%	369,294 $39.4 Million
Q1 2023 Apr 14, 2023	BUY	$104.99 - $108.49 $953,834 - $985,631	9,085 Added 2.56%	364,112 $39.2 Million
Q4 2022 Feb 08, 2023	BUY	$101.51 - $106.72 $1.29 Million - $1.35 Million	12,691 Added 3.71%	355,027 $37.5 Million
Q3 2022 Oct 19, 2022	BUY	$102.55 - $108.59 $1.42 Million - $1.51 Million	13,883 Added 4.23%	342,336 $35.1 Million
Q2 2022 Jul 25, 2022	BUY	$104.73 - $109.51 $1.94 Million - $2.03 Million	18,508 Added 5.97%	328,453 $34.9 Million
Q1 2022 May 16, 2022	BUY	$109.33 - $116.18 $33.9 Million - $36 Million	309,945 New	309,945 $34 Million

Others Institutions Holding MUB

# of Institutions

1,660

Shares Held

321M

Call Options Held

697K

Put Options Held

1.36M

View Full List

About ISHARES NATIONAL MUNI BOND ETF

Ticker MUB
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