Latest Institutional Transactions on Ishares National Muni Bond ETF (MUB)
This table provides information on the latest institutional transactions involving Ishares National Muni Bond ETF (MUB) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2025
Q4 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
91New |
$9.63K - $9.89K
|
91
$9.71K
|
|
|
Feb 10, 2025
Q4 2024
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-707- 9.99% |
$74.8K - $76.9K
|
6.37K
$679K
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
26+ 2.17% |
$2.75K - $2.83K
|
1.22K
$131K
|
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
1.48K+ 18.88% |
$156K - $160K
|
9.29K
$991K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
70.6K+ 2.47% |
$7.47M - $7.67M
|
2.93M
$313M
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-2.22K- 8.93% |
$235K - $241K
|
22.7K
$2.42M
|
|
|
Feb 10, 2025
Q4 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
2.05K+ 3.46% |
$217K - $223K
|
61.4K
$6.56M
|
|
|
Feb 10, 2025
Q4 2024
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-3.26K- 8.73% |
$344K - $354K
|
34K
$3.63M
|
|
|
Feb 10, 2025
Q4 2024
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
8.26KNew |
$874K - $898K
|
8.26K
$882K
|
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
36.9K+ 39.04% |
$3.9M - $4.01M
|
131K
$14M
|
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
4.55K+ 4.43% |
$481K - $495K
|
107K
$11.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-1.48K- 41.28% |
$156K - $160K
|
2.1K
$224K
|
|
|
Feb 10, 2025
Q4 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
44.1K+ 517.04% |
$4.67M - $4.8M
|
52.6K
$5.62M
|
|
|
Feb 10, 2025
Q4 2024
|
Postrock Partners LLC
Overland Park, OR |
BUY
|
- |
2.08KNew |
$219K - $226K
|
2.08K
$221K
|
|
|
Feb 10, 2025
Q4 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-1.03K- 25.18% |
$109K - $112K
|
3.07K
$327K
|
|
|
Feb 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
329New |
$34.8K - $35.8K
|
329
$35.1K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
21.4K+ 10.4% |
$2.27M - $2.33M
|
228K
$24.3M
|
|
|
Feb 10, 2025
Q4 2024
|
First National Trust CO
|
SELL
|
- |
-7.2K- 11.84% |
$762K - $783K
|
53.6K
$5.72M
|
|
|
Feb 10, 2025
Q4 2024
|
Hills Bank & Trust CO
|
BUY
|
- |
744+ 18.1% |
$78.7K - $80.9K
|
4.86K
$518K
|
|
|
Feb 10, 2025
Q4 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
6+ 1.03% |
$635 - $652
|
587
$62.6K
|
|
|
Feb 10, 2025
Q4 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-2.56K- 5.99% |
$270K - $278K
|
40.1K
$4.28M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
6.43K+ 5.21% |
$680K - $699K
|
130K
$13.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-110K- 7.99% |
$11.7M - $12M
|
1.27M
$136M
|
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
2+ 1.82% |
$212 - $217
|
112
$12K
|
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
749K+ 530.33% |
$79.2M - $81.4M
|
890K
$95M
|
|
|
Feb 10, 2025
Q4 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
3.57K+ 11.91% |
$378K - $388K
|
33.5K
$3.58M
|
|
|
Feb 10, 2025
Q4 2024
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
8.86KNew |
$938K - $964K
|
8.86K
$946K
|
|
|
Feb 10, 2025
Q4 2024
|
First Financial Group Corp
Raleigh, NC |
BUY
|
- |
2.36KNew |
$249K - $256K
|
2.36K
$251K
|
|
|
Feb 10, 2025
Q4 2024
|
Patten & Patten Inc
|
SELL
|
- |
-150- 3.27% |
$15.9K - $16.3K
|
4.44K
$474K
|
|
|
Feb 10, 2025
Q4 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
86.2K+ 5.89% |
$9.11M - $9.36M
|
1.55M
$165M
|
|
|
Feb 10, 2025
Q4 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-221- 2.31% |
$23.4K - $24K
|
9.36K
$999K
|
|
|
Feb 10, 2025
Q4 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-603- 12.85% |
$63.8K - $65.5K
|
4.09K
$436K
|
|
|
Feb 10, 2025
Q4 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
57+ 2.23% |
$6.03K - $6.2K
|
2.62K
$279K
|
|
|
Feb 10, 2025
Q4 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
1.57K+ 43.81% |
$166K - $171K
|
5.16K
$550K
|
|
|
Feb 10, 2025
Q4 2024
|
Cv Advisors LLC
Aventura, FL |
BUY
|
- |
29.4K+ 192.58% |
$3.11M - $3.2M
|
44.7K
$4.77M
|
|
|
Feb 10, 2025
Q4 2024
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
5.42KNew |
$573K - $589K
|
5.42K
$578K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
438+ 2.04% |
$46.3K - $47.6K
|
21.9K
$2.33M
|
|
|
Feb 10, 2025
Q4 2024
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
60+ 1.38% |
$6.35K - $6.52K
|
4.4K
$469K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-83.3K- 10.81% |
$8.81M - $9.05M
|
687K
$73.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Kingdom Financial Group Llc.
Peoria, AZ |
SELL
|
- |
-1.12K- 0.73% |
$118K - $121K
|
153K
$16.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-470K- 8.87% |
$49.7M - $51.1M
|
4.83M
$516M
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-9.35K- 17.04% |
$989K - $1.02M
|
45.5K
$4.86M
|
|
|
Feb 10, 2025
Q4 2024
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
371+ 1.16% |
$39.2K - $40.3K
|
32.3K
$3.45M
|
|
|
Feb 10, 2025
Q4 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
62+ 2.17% |
$6.56K - $6.74K
|
2.92K
$312K
|
|
|
Feb 10, 2025
Q4 2024
|
Yardley Wealth Management LLC
Yardley, PA |
SELL
|
- |
-46- 0.39% |
$4.87K - $5K
|
11.7K
$1.24M
|
|
|
Feb 10, 2025
Q4 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
356+ 14.24% |
$37.7K - $38.7K
|
2.86K
$305K
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
4.58K+ 4.47% |
$485K - $498K
|
107K
$11.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
7.31K+ 2.0% |
$773K - $795K
|
372K
$39.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
SELL
|
- |
-2.44K- 14.49% |
$258K - $265K
|
14.4K
$1.53M
|
|
|
Feb 10, 2025
Q4 2024
|
Clarity Wealth Development LLC
Corvallis, OR |
BUY
|
- |
3.9KNew |
$413K - $424K
|
3.9K
$416K
|