Wealth Plan Partners, LLC Ishares National Muni Bond ETF Transaction History

Wealth Plan Partners, LLC

$705 Billion
Q4 2024

Shares

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 05, 2024	SELL	$100.97 - $108.77 $157,008 - $169,137	-1,555 Reduced 31.54%	3,375 $366 Million
Q3 2023 Nov 01, 2023	BUY	$102.54 - $107.39 $335,203 - $351,057	3,269 Added 196.81%	4,930 $506 Million
Q2 2023 Jul 31, 2023	SELL	$105.16 - $108.58 $52,369 - $54,072	-498 Reduced 23.07%	1,661 $177 Million
Q1 2023 May 10, 2023	SELL	$104.99 - $108.49 $59,214 - $61,188	-564 Reduced 20.71%	2,159 $233 Million
Q4 2022 Feb 16, 2023	SELL	$101.51 - $106.72 $132,978 - $139,803	-1,310 Reduced 32.48%	2,723 $292 Million
Q1 2022 May 03, 2022	SELL	$109.33 - $116.18 $267,749 - $284,524	-2,449 Reduced 37.78%	4,033 $430,000
Q4 2021 Feb 01, 2022	SELL	$115.39 - $116.62 $92,196 - $93,179	-799 Reduced 10.97%	6,482 $736,000
Q3 2021 Dec 09, 2021	BUY	$116.12 - $117.94 $22,411 - $22,762	193 Added 2.72%	7,281 $845,000
Q2 2021 Aug 19, 2021	BUY	$115.91 - $117.6 $24,225 - $24,578	209 Added 3.04%	7,088 $831,000
Q1 2021 May 11, 2021	BUY	$115.3 - $117.87 $45,658 - $46,676	396 Added 6.11%	6,879 $801,000
Q4 2020 Feb 09, 2021	SELL	$115.08 - $117.2 $44,651 - $45,473	-388 Reduced 5.65%	6,483 $761,000
Q3 2020 Dec 18, 2020	BUY	$115.26 - $117.22 $103,042 - $104,794	894 Added 14.96%	6,871 $797,000
Q2 2020 Aug 19, 2020	BUY	$109.93 - $115.44 $657,051 - $689,984	5,977 New	5,977 $699,000

Others Institutions Holding MUB

# of Institutions

1,595

Shares Held

303M

Call Options Held

506K

Put Options Held

427K

About ISHARES NATIONAL MUNI BOND ETF

Ticker MUB
Sector ETFs
Industry ETFs

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