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 |
---|---|---|---|---|---|---|---|
Jan 10, 2025
Q4 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
1.91K+ 18.06% |
$202K - $208K
|
12.5K
$1.32M
|
|
Jan 10, 2025
Q4 2024
|
First International Bank & Trust
Watford City, ND |
SELL
|
- |
-507- 1.97% |
$53.6K - $55.1K
|
25.3K
$2.67M
|
|
Jan 10, 2025
Q4 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
5.16KNew |
$546K - $561K
|
5.16K
$545K
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
53+ 0.14% |
$5.61K - $5.76K
|
38.4K
$4.06M
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
415K+ 61.57% |
$43.9M - $45.1M
|
1.09M
$115M
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
1.31K+ 2.21% |
$139K - $143K
|
60.5K
$6.39M
|
|
Jan 10, 2025
Q4 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-711- 34.75% |
$75.2K - $77.3K
|
1.34K
$141K
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-1.07K- 62.82% |
$113K - $116K
|
632
$66.8K
|
|
Jan 10, 2025
Q4 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
806+ 0.73% |
$85.3K - $87.6K
|
111K
$11.7M
|
|
Jan 10, 2025
Q4 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
526+ 11.19% |
$55.6K - $57.2K
|
5.23K
$552K
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
BUY
|
- |
11.3K+ 10.73% |
$1.19M - $1.23M
|
117K
$12.3M
|
|
Jan 10, 2025
Q4 2024
|
Rmr Wealth Builders
|
SELL
|
- |
-7.83K- 5.21% |
$828K - $851K
|
142K
$15.1M
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
2.32KNew |
$246K - $253K
|
2.32K
$245K
|
|
Jan 08, 2025
Q4 2024
|
Collective Family Office LLC
|
SELL
|
- |
-2.53K- 16.98% |
$267K - $275K
|
12.4K
$1.31M
|
|
Jan 08, 2025
Q4 2024
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-2.01K- 29.06% |
$212K - $218K
|
4.89K
$517K
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-817- 8.26% |
$86.4K - $88.8K
|
9.07K
$958K
|
|
Jan 08, 2025
Q4 2024
|
Farmers Trust CO
|
BUY
|
- |
4.53KNew |
$479K - $493K
|
4.53K
$479K
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
4.99K+ 9.38% |
$527K - $542K
|
58.2K
$6.15M
|
|
Jan 08, 2025
Q4 2024
|
Cumberland Advisors Inc
|
BUY
|
- |
295+ 10.14% |
$31.2K - $32.1K
|
3.21K
$339K
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
BUY
|
- |
1.3K+ 27.2% |
$137K - $141K
|
6.06K
$640K
|
|
Jan 08, 2025
Q4 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
3.74KNew |
$395K - $406K
|
3.74K
$395K
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
461+ 5.17% |
$48.8K - $50.1K
|
9.37K
$990K
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
875+ 20.11% |
$92.6K - $95.1K
|
5.23K
$552K
|
|
Jan 07, 2025
Q4 2024
|
Fc Advisory LLC
|
BUY
|
- |
1.31K+ 7.7% |
$138K - $142K
|
18.2K
$1.93M
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
20+ 2.77% |
$2.12K - $2.17K
|
741
$78.3K
|
|
Jan 07, 2025
Q4 2024
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
BUY
|
- |
77.7KNew |
$8.22M - $8.45M
|
77.7K
$8.21M
|
|
Jan 07, 2025
Q4 2024
|
Innova Wealth Partners
|
BUY
|
- |
3KNew |
$317K - $326K
|
3K
$317K
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
10.5K+ 14.18% |
$1.11M - $1.14M
|
84.3K
$8.91M
|
|
Jan 06, 2025
Q4 2024
|
Boltwood Capital Management
|
SELL
|
- |
-175- 8.14% |
$18.5K - $19K
|
1.98K
$209K
|
|
Jan 06, 2025
Q4 2024
|
Hiley Hunt Wealth Management
Omaha, NE |
BUY
|
- |
2.78K+ 83.24% |
$294K - $302K
|
6.11K
$646K
|
|
Jan 06, 2025
Q4 2024
|
Stairway Partners, LLC
|
SELL
|
- |
-4.97K- 3.08% |
$526K - $540K
|
156K
$16.5M
|
|
Jan 06, 2025
Q4 2024
|
Kings Path Partners LLC
Sugar Land, TX |
SELL
|
- |
-287- 1.5% |
$30.4K - $31.2K
|
18.8K
$1.98M
|
|
Jan 06, 2025
Q4 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-3.61K- 9.34% |
$382K - $392K
|
35K
$3.7M
|
|
Jan 06, 2025
Q4 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
226+ 9.37% |
$23.9K - $24.6K
|
2.64K
$279K
|
|
Jan 03, 2025
Q4 2024
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
972+ 3.84% |
$103K - $106K
|
26.3K
$2.78M
|
|
Jan 03, 2025
Q4 2024
|
Dentgroup LLC
|
SELL
|
- |
-512- 16.21% |
$54.2K - $55.7K
|
2.65K
$280K
|
|
Jan 03, 2025
Q4 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
2.41K+ 19.18% |
$255K - $262K
|
15K
$1.58M
|
|
Jan 02, 2025
Q4 2024
|
Confluence Investment Management LLC
|
SELL
|
- |
-9.52K- 47.55% |
$1.01M - $1.03M
|
10.5K
$1.11M
|
|
Jan 02, 2025
Q4 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
4.62K+ 6.45% |
$489K - $502K
|
76.3K
$8.06M
|
|
Jan 02, 2025
Q4 2024
|
Somnio Financial Group, LLC
Glastonbury, CT |
BUY
|
- |
1.43K+ 2.91% |
$151K - $155K
|
50.6K
$5.35M
|
|
Jan 02, 2025
Q4 2024
|
Impac Tfolio, LLC
|
BUY
|
- |
7.72K+ 14.83% |
$817K - $839K
|
59.8K
$6.32M
|
|
Jan 02, 2025
Q4 2024
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
9.38K+ 5.25% |
$992K - $1.02M
|
188K
$19.9M
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
13.8K+ 13.76% |
$1.46M - $1.5M
|
114K
$12.1M
|
|
Q3 2024 | |||||||
Jan 10, 2025
Q3 2024
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
2.03K+ 75.61% |
$216K - $221K
|
4.72K
$498K
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
286K+ 3.04% |
$30.4M - $31.1M
|
9.7M
$1.02B
|
|
Dec 17, 2024
Q3 2024
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
1.3KNew |
$138K - $141K
|
1.3K
$137K
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-7.71K- 33.82% |
$818K - $838K
|
15.1K
$1.59M
|
|
Dec 13, 2024
Q3 2024
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
6.42K+ 165.29% |
$681K - $697K
|
10.3K
$1.09M
|
|
Dec 10, 2024
Q3 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-150- 0.66% |
$15.9K - $16.3K
|
22.6K
$2.39M
|
|
Dec 02, 2024
Q3 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
213+ 0.5% |
$22.6K - $23.2K
|
42.7K
$4.51M
|