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 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-379- 27.54% |
$40.1K - $41.2K
|
997
$106K
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
SELL
|
- |
-815- 10.14% |
$86.2K - $88.6K
|
7.23K
$768K
|
|
|
Jan 24, 2025
Q4 2024
|
Brio Consultants, LLC
|
BUY
|
- |
10.6K+ 31.45% |
$1.12M - $1.15M
|
44.4K
$4.72M
|
|
|
Jan 24, 2025
Q4 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-433- 10.82% |
$45.8K - $47.1K
|
3.57K
$379K
|
|
|
Jan 24, 2025
Q4 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
10.2K+ 39.3% |
$1.07M - $1.1M
|
36K
$3.82M
|
|
|
Jan 24, 2025
Q4 2024
|
Capital Insight Partners, LLC
|
BUY
|
- |
5.7K+ 2.28% |
$603K - $619K
|
256K
$27.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
SELL
|
- |
-235- 2.45% |
$24.9K - $25.5K
|
9.37K
$996K
|
|
|
Jan 24, 2025
Q4 2024
|
Five Oceans Advisors
|
BUY
|
- |
93+ 4.4% |
$9.84K - $10.1K
|
2.21K
$235K
|
|
|
Jan 24, 2025
Q4 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
7.41KNew |
$784K - $805K
|
7.41K
$788K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-1.4K- 12.07% |
$148K - $152K
|
10.2K
$1.09M
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
3.65K+ 45.56% |
$386K - $397K
|
11.7K
$1.24M
|
|
|
Jan 24, 2025
Q4 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
370+ 6.52% |
$39.1K - $40.2K
|
6.05K
$643K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
938+ 4.48% |
$99.2K - $102K
|
21.9K
$2.32M
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
47.1KNew |
$4.98M - $5.12M
|
47.1K
$5M
|
|
|
Jan 24, 2025
Q4 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
702New |
$74.3K - $76.3K
|
702
$74.6K
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
BUY
|
- |
63+ 21.65% |
$6.66K - $6.85K
|
354
$37.6K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
670+ 314.55% |
$70.9K - $72.8K
|
883
$93.9K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
848+ 1.31% |
$89.7K - $92.2K
|
65.8K
$7M
|
|
|
Jan 24, 2025
Q4 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
3+ 1.15% |
$317 - $326
|
265
$28.2K
|
|
|
Jan 24, 2025
Q4 2024
|
Level Wealth Management LLC
Greensboro, NC |
BUY
|
- |
5.9KNew |
$624K - $641K
|
5.9K
$627K
|
|
|
Jan 24, 2025
Q4 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
30+ 1.0% |
$3.17K - $3.26K
|
3.02K
$321K
|
|
|
Jan 24, 2025
Q4 2024
|
Cook Wealth Management Group LLC
Raleigh, NC |
BUY
|
- |
2K+ 2.15% |
$212K - $218K
|
95.1K
$10.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
8.31K+ 68.09% |
$879K - $903K
|
20.5K
$2.18M
|
|
|
Jan 24, 2025
Q4 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
12.5K+ 21.38% |
$1.32M - $1.36M
|
71.1K
$7.56M
|
|
|
Jan 24, 2025
Q4 2024
|
Jb Capital LLC
|
BUY
|
- |
5KNew |
$529K - $543K
|
5K
$531K
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1+ 0.18% |
$106 - $109
|
552
$58.7K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
132+ 1.05% |
$14K - $14.3K
|
12.8K
$1.36M
|
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-50- 2.07% |
$5.29K - $5.44K
|
2.37K
$252K
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
11.4K+ 9.92% |
$1.21M - $1.24M
|
126K
$13.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Rice Partnership, LLC
|
BUY
|
- |
36+ 4.55% |
$3.81K - $3.91K
|
827
$87.9K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Strategies Group, Inc.
|
BUY
|
- |
653+ 3.64% |
$69.1K - $71K
|
18.6K
$1.98M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-50K- 22.91% |
$5.29M - $5.44M
|
168K
$17.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Leisure Capital Management
|
BUY
|
- |
8.51KNew |
$900K - $925K
|
8.51K
$904K
|
|
|
Jan 24, 2025
Q4 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
53.9K+ 44.83% |
$5.71M - $5.86M
|
174K
$18.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
19New |
$2.01K - $2.07K
|
19
$2.02K
|
|
|
Jan 24, 2025
Q4 2024
|
Columbus Macro, LLC
|
SELL
|
- |
-6- 0.32% |
$635 - $652
|
1.9K
$202K
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
2.14K+ 42.37% |
$227K - $233K
|
7.2K
$765K
|
|
|
Jan 24, 2025
Q4 2024
|
Patron Partners, LLC
|
BUY
|
- |
375+ 9.97% |
$39.7K - $40.8K
|
4.14K
$440K
|
|
|
Jan 24, 2025
Q4 2024
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
3.71K+ 43.39% |
$393K - $404K
|
12.3K
$1.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
2.69KNew |
$284K - $292K
|
2.69K
$286K
|
|
|
Jan 23, 2025
Q4 2024
|
Allen Capital Group, LLC
|
SELL
|
- |
-969- 10.67% |
$103K - $105K
|
8.11K
$862K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
3.81K+ 5.72% |
$403K - $414K
|
70.4K
$7.49M
|
|
|
Jan 23, 2025
Q4 2024
|
Paladin Advisory Group, LLC
|
BUY
|
- |
757+ 2.75% |
$80.1K - $82.3K
|
28.3K
$3.01M
|
|
|
Jan 23, 2025
Q4 2024
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
2.74KNew |
$289K - $297K
|
2.74K
$291K
|
|
|
Jan 23, 2025
Q4 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
569+ 0.87% |
$60.2K - $61.9K
|
65.7K
$6.98M
|
|
|
Jan 23, 2025
Q4 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
20.3KNew |
$2.15M - $2.21M
|
20.3K
$2.16M
|
|
|
Jan 23, 2025
Q4 2024
|
Manning & Napier Advisors LLC
Fairport, NY |
SELL
|
- |
-9.91K- 1.98% |
$1.05M - $1.08M
|
491K
$52.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
2.49K+ 3.04% |
$263K - $271K
|
84.4K
$8.97M
|
|
|
Jan 23, 2025
Q4 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
SELL
|
- |
-727- 1.0% |
$76.9K - $79K
|
71.7K
$7.63M
|
|
|
Jan 23, 2025
Q4 2024
|
Busey Wealth Management
|
BUY
|
- |
3.72KNew |
$394K - $405K
|
3.72K
$396K
|