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 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-729- 2.24% |
$77.1K - $79.2K
|
31.8K
$3.29M
|
|
|
Feb 12, 2025
Q4 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
73+ 0.57% |
$7.72K - $7.94K
|
12.8K
$1.33M
|
|
|
Feb 12, 2025
Q4 2024
|
Bco Wealth Management LLC
Carlsbad, NM |
BUY
|
- |
92.3KNew |
$9.76M - $10M
|
92.3K
$9.54M
|
|
|
Feb 12, 2025
Q4 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
72.4K+ 11.07% |
$7.65M - $7.87M
|
726K
$75.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
5.42K+ 30.01% |
$574K - $590K
|
23.5K
$2.43M
|
|
|
Feb 12, 2025
Q4 2024
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
200+ 20.62% |
$21.2K - $21.7K
|
1.17K
$121K
|
|
|
Feb 12, 2025
Q4 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
1.55K+ 18.26% |
$164K - $168K
|
10K
$1.04M
|
|
|
Feb 12, 2025
Q4 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
2.64KNew |
$279K - $287K
|
2.64K
$273K
|
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
635+ 3.22% |
$67.2K - $69K
|
20.4K
$2.11M
|
|
|
Feb 12, 2025
Q4 2024
|
Esg Planning
Santa Clara, CA |
BUY
|
- |
5.95K+ 3.19% |
$630K - $647K
|
193K
$19.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-163K- 90.33% |
$17.3M - $17.8M
|
17.5K
$1.81M
|
|
|
Feb 12, 2025
Q4 2024
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
837K+ 112.88% |
$88.5M - $91M
|
1.58M
$163M
|
|
|
Feb 12, 2025
Q4 2024
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
21.1KNew |
$2.23M - $2.3M
|
21.1K
$2.18M
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
3.95K+ 0.67% |
$418K - $430K
|
598K
$61.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-28.4K- 99.74% |
$3.01M - $3.09M
|
75
$7.76K
|
|
|
Feb 12, 2025
Q4 2024
|
Adviser Investments LLC
|
SELL
|
- |
-13.3K- 0.48% |
$1.4M - $1.44M
|
2.78M
$288M
|
|
|
Feb 12, 2025
Q4 2024
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
14.9K+ 15.95% |
$1.57M - $1.62M
|
108K
$11.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Stage Harbor Financial, LLC
Needham, MA |
SELL
|
- |
-492- 0.28% |
$52K - $53.5K
|
175K
$18.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
238K+ 27.6% |
$25.2M - $25.9M
|
1.1M
$114M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-17.5K- 5.11% |
$1.85M - $1.91M
|
325K
$33.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Clifford Group, LLC
Wayland, MA |
SELL
|
- |
-9.87K- 26.72% |
$1.04M - $1.07M
|
27.1K
$2.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-29- 90.63% |
$3.07K - $3.15K
|
3
$310
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-1.81K- 18.08% |
$192K - $197K
|
8.22K
$850K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
638+ 0.6% |
$67.5K - $69.4K
|
107K
$11M
|
|
|
Feb 12, 2025
Q4 2024
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
BUY
|
- |
39.3K+ 15.37% |
$4.16M - $4.27M
|
295K
$30.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
17.1K+ 15.18% |
$1.81M - $1.86M
|
130K
$13.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-1.66K- 4.25% |
$176K - $181K
|
37.5K
$3.88M
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
55.3K+ 44.2% |
$5.85M - $6.01M
|
180K
$18.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Allie Family Office LLC
|
BUY
|
- |
2.55KNew |
$269K - $277K
|
2.55K
$263K
|
|
|
Feb 12, 2025
Q4 2024
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
16.3K+ 28.93% |
$1.73M - $1.78M
|
72.8K
$7.53M
|
|
|
Feb 12, 2025
Q4 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
71.8K+ 10.0% |
$7.6M - $7.81M
|
790K
$81.7M
|
|
|
Feb 12, 2025
Q4 2024
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-7.16K- 16.52% |
$758K - $779K
|
36.2K
$3.74M
|
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
7.07K+ 5.95% |
$748K - $769K
|
126K
$13M
|
|
|
Feb 12, 2025
Q4 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
34.3K+ 8.0% |
$3.63M - $3.73M
|
463K
$47.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Stone X Group Inc.
|
BUY
|
- |
14.7KNew |
$1.55M - $1.6M
|
14.7K
$1.52M
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
208+ 346.67% |
$22K - $22.6K
|
268
$27.7K
|
|
|
Feb 12, 2025
Q4 2024
|
Lokken Investment Group LLC
|
SELL
|
- |
-1.01K- 22.23% |
$106K - $109K
|
3.52K
$364K
|
|
|
Feb 12, 2025
Q4 2024
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-75- 15.89% |
$7.93K - $8.15K
|
397
$41.1K
|
|
|
Feb 12, 2025
Q4 2024
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-675- 1.76% |
$71.4K - $73.4K
|
37.7K
$3.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
3.73KNew |
$395K - $406K
|
3.73K
$386K
|
|
|
Feb 12, 2025
Q4 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
43+ 0.69% |
$4.55K - $4.67K
|
6.23K
$645K
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
15KNew |
$1.59M - $1.63M
|
15K
$1.55M
|
|
|
Feb 12, 2025
Q4 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-148- 11.44% |
$15.7K - $16.1K
|
1.15K
$119K
|
|
|
Feb 12, 2025
Q4 2024
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-4.45K- 85.26% |
$471K - $484K
|
770
$79.6K
|
|
|
Feb 12, 2025
Q4 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
4.32K+ 7.43% |
$457K - $470K
|
62.5K
$6.46M
|
|
|
Feb 12, 2025
Q4 2024
|
Cannon Advisors, Inc.
Charlotte, NC |
SELL
|
- |
-63- 0.37% |
$6.66K - $6.85K
|
16.9K
$1.74M
|
|
|
Feb 12, 2025
Q4 2024
|
May Hill Capital, LLC
Cohasset, MA |
BUY
|
- |
67.2KNew |
$7.11M - $7.3M
|
67.2K
$6.95M
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
73+ 0.62% |
$7.72K - $7.94K
|
11.9K
$1.23M
|
|
|
Feb 12, 2025
Q4 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
590+ 0.97% |
$62.4K - $64.1K
|
61.6K
$6.37M
|