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 13, 2025
Q4 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
11.8K+ 19.38% |
$1.24M - $1.28M
|
72.5K
$7.49M
|
|
|
Feb 13, 2025
Q4 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
25.6K+ 61.5% |
$2.71M - $2.78M
|
67.3K
$6.96M
|
|
|
Feb 13, 2025
Q4 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
16+ 0.33% |
$1.69K - $1.74K
|
4.91K
$508K
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
106K+ 23.36% |
$11.2M - $11.5M
|
558K
$57.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
27.3K+ 3.74% |
$2.88M - $2.96M
|
756K
$78.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-206K- 67.93% |
$21.7M - $22.3M
|
97K
$10M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
1.47K+ 1.09% |
$156K - $160K
|
137K
$14.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
17.8K+ 5.3% |
$1.88M - $1.94M
|
354K
$36.6M
|
|
|
Feb 13, 2025
Q4 2024
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
6.86K+ 7.06% |
$726K - $746K
|
104K
$10.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
5.84K+ 4.75% |
$618K - $635K
|
129K
$13.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Accredited Investors Inc.
|
SELL
|
- |
-158- 2.07% |
$16.7K - $17.2K
|
7.47K
$773K
|
|
|
Feb 13, 2025
Q4 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-301- 8.23% |
$31.8K - $32.7K
|
3.36K
$347K
|
|
|
Feb 13, 2025
Q4 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-300- 5.36% |
$31.7K - $32.6K
|
5.3K
$548K
|
|
|
Feb 13, 2025
Q4 2024
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-1.63K- 5.71% |
$172K - $177K
|
26.8K
$2.77M
|
|
|
Feb 13, 2025
Q4 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
15.6K+ 265.41% |
$1.65M - $1.69M
|
21.4K
$2.21M
|
|
|
Feb 13, 2025
Q4 2024
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-5.33K- 71.81% |
$563K - $579K
|
2.09K
$216K
|
|
|
Feb 13, 2025
Q4 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-3.87K- 17.55% |
$409K - $420K
|
18.2K
$1.88M
|
|
|
Feb 13, 2025
Q4 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
838+ 10.62% |
$88.6K - $91.1K
|
8.73K
$903K
|
|
|
Feb 13, 2025
Q4 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-1- 0.39% |
$106 - $109
|
258
$26.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Mcia Inc
|
BUY
|
- |
2.22KNew |
$235K - $242K
|
2.22K
$230K
|
|
|
Feb 13, 2025
Q4 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
5.52K+ 55.9% |
$584K - $600K
|
15.4K
$1.59M
|
|
|
Feb 13, 2025
Q4 2024
|
Integrity Financial Corp
|
BUY
|
- |
230New |
$24.3K - $25K
|
230
$23.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
5.14K+ 212.36% |
$543K - $558K
|
7.56K
$781K
|
|
|
Feb 13, 2025
Q4 2024
|
Concorde Asset Management, LLC
|
BUY
|
- |
14+ 0.44% |
$1.48K - $1.52K
|
3.16K
$327K
|
|
|
Feb 13, 2025
Q4 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-330- 4.51% |
$34.9K - $35.9K
|
6.98K
$722K
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
301+ 9.55% |
$31.8K - $32.7K
|
3.45K
$357K
|
|
|
Feb 13, 2025
Q4 2024
|
Horiko Capital Management LLC
New York, NY |
BUY
|
- |
21.5K+ 33.05% |
$2.27M - $2.34M
|
86.6K
$8.95M
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
236+ 24.74% |
$25K - $25.7K
|
1.19K
$123K
|
|
|
Feb 13, 2025
Q4 2024
|
Eley Financial Management, Inc
South Burlington, VT |
SELL
|
- |
-230- 2.94% |
$24.3K - $25K
|
7.6K
$786K
|
|
|
Feb 13, 2025
Q4 2024
|
Elios Financial Group Inc.
Westlake, OH |
SELL
|
- |
-1.1K- 10.58% |
$116K - $120K
|
9.3K
$961K
|
|
|
Feb 13, 2025
Q4 2024
|
Crux Wealth Advisors
Long Beach, CA |
BUY
|
- |
2.32KNew |
$245K - $252K
|
2.32K
$240K
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-211- 4.2% |
$22.3K - $22.9K
|
4.82K
$498K
|
|
|
Feb 13, 2025
Q4 2024
|
Elm Partners Management LLC
|
BUY
|
- |
8.33K+ 6.34% |
$881K - $906K
|
140K
$14.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Stone House Investment Management, LLC
|
SELL
|
- |
-5.05K- 7.15% |
$534K - $549K
|
65.6K
$6.79M
|
|
|
Feb 13, 2025
Q4 2024
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
5.01K+ 6.38% |
$530K - $544K
|
83.4K
$8.63M
|
|
|
Feb 13, 2025
Q4 2024
|
Fiducient Advisors LLC
|
BUY
|
- |
40+ 0.93% |
$4.23K - $4.35K
|
4.34K
$449K
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
3.57K+ 1.33% |
$377K - $388K
|
271K
$28M
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
38.2K+ 496.38% |
$4.04M - $4.15M
|
45.9K
$4.74M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.54K+ 2.97% |
$269K - $277K
|
88.1K
$9.11M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-12.8K- 1.58% |
$1.35M - $1.39M
|
798K
$82.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Rock Point Advisors, LLC
Burlington, VT |
BUY
|
- |
5.38KNew |
$569K - $584K
|
5.38K
$556K
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-4.6K- 9.27% |
$486K - $500K
|
45K
$4.66M
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
710+ 1.87% |
$75.1K - $77.2K
|
38.7K
$4.01M
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
5.26K+ 15.05% |
$556K - $572K
|
40.2K
$4.16M
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.09K+ 61.24% |
$327K - $336K
|
8.14K
$842K
|
|
|
Feb 13, 2025
Q4 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
7.23K+ 7.27% |
$765K - $786K
|
107K
$11M
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
3.26K+ 0.83% |
$345K - $354K
|
396K
$41M
|
|
|
Feb 13, 2025
Q4 2024
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
5+ 0.26% |
$529 - $544
|
1.95K
$202K
|
|
|
Feb 13, 2025
Q4 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
2.2K+ 3.04% |
$232K - $239K
|
74.4K
$7.69M
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
96.8K+ 53.44% |
$10.2M - $10.5M
|
278K
$28.7M
|