Summit Financial Wealth Advisors, LLC Ishares National Muni Bond ETF Transaction History

Summit Financial Wealth Advisors, LLC

  • $440 Million
  • Q2 2024

A detailed history of Summit Financial Wealth Advisors, LLC transactions in Ishares National Muni Bond ETF stock. As of the latest transaction made, Summit Financial Wealth Advisors, LLC holds 6,982 shares of MUB stock, worth $747,283. This represents 0.17% of its overall portfolio holdings.

Number of Shares
6,982
Previous 6,982 -0.0%
Holding current value
$747,283
Previous $751,000 1.07%
% of portfolio
0.17%
Previous 0.17%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2022

Jul 26, 2022
SELL
$104.73 - $109.51 $36,131 - $37,780
-345 Reduced 4.71%
6,982 $751,000
Q1 2022

May 06, 2022
BUY
$109.33 - $116.18 $22,849 - $24,281
209 Added 2.94%
7,327 $803,000
Q4 2021

Jan 12, 2022
SELL
$115.39 - $116.62 $14,308 - $14,460
-124 Reduced 1.71%
7,118 $827,000
Q3 2021

Nov 05, 2021
BUY
$116.12 - $117.94 $22,991 - $23,352
198 Added 2.81%
7,242 $841,000
Q2 2021

Aug 09, 2021
BUY
$115.91 - $117.6 $83,339 - $84,554
719 Added 11.37%
7,044 $826,000
Q1 2021

Apr 23, 2021
SELL
$115.3 - $117.87 $111,264 - $113,744
-965 Reduced 13.24%
6,325 $741,000
Q4 2020

Jan 11, 2021
BUY
$115.08 - $117.2 $162,838 - $165,838
1,415 Added 24.09%
7,290 $845,000
Q3 2020

Nov 09, 2020
SELL
$115.26 - $117.22 $163,092 - $165,866
-1,415 Reduced 19.41%
5,875 $676,000
Q2 2020

Jul 16, 2020
BUY
$109.93 - $115.44 $5,606 - $5,887
51 Added 0.7%
7,290 $841,000
Q1 2020

Apr 29, 2020
BUY
$101.52 - $117.61 $388,720 - $450,328
3,829 Added 112.29%
7,239 $805,000
Q4 2019

Jan 28, 2020
BUY
$113.18 - $114.61 $52,741 - $53,408
466 Added 15.83%
3,410 $394,000
Q3 2019

Nov 05, 2019
SELL
$112.74 - $115.35 $29,537 - $30,221
-262 Reduced 8.17%
2,944 $336,000
Q2 2019

Jul 16, 2019
SELL
$110.67 - $113.09 $8,964 - $9,160
-81 Reduced 2.46%
3,206 $363,000
Q1 2019

May 01, 2019
BUY
$108.82 - $111.36 $27,205 - $27,840
250 Added 8.23%
3,287 $364,000
Q4 2018

Feb 01, 2019
SELL
$106.42 - $109.04 $7,023 - $7,196
-66 Reduced 2.13%
3,037 $331,000
Q3 2018

Oct 22, 2018
SELL
$107.7 - $109.4 $110,823 - $112,572
-1,029 Reduced 24.9%
3,103 $331,000
Q1 2018

Apr 09, 2018
BUY
$108.23 - $110.72 $447,206 - $457,495
4,132 New
4,132 $450,000
Q1 2018

Apr 06, 2018
SELL
$108.23 - $110.72 $644,726 - $659,559
-5,957 Closed
0 $0
Q4 2017

Feb 05, 2018
BUY
$109.75 - $111.28 $125,663 - $127,415
1,145 Added 23.79%
5,957 $660,000
Q3 2017

Nov 06, 2017
BUY
$110.87 - $111.22 $55,102 - $55,276
497 Added 11.52%
4,812 $534,000
Q2 2017

Aug 14, 2017
BUY
N/A
4,315
4,315 $475,000

Others Institutions Holding MUB

# of Institutions
1,467
Shares Held
292M
Call Options Held
57.4K
Put Options Held
1.75M
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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