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 |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2024
Q3 2024
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-2.46K- 3.3% |
$261K - $267K
|
72.1K
$7.62M
|
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
SELL
|
- |
-232- 5.54% |
$24.6K - $25.2K
|
3.96K
$418K
|
|
|
Nov 04, 2024
Q3 2024
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
59+ 0.69% |
$6.26K - $6.41K
|
8.56K
$904K
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
783+ 3.49% |
$83.1K - $85.1K
|
23.2K
$2.45M
|
|
|
Nov 04, 2024
Q3 2024
|
Patron Partners, LLC
|
SELL
|
- |
-2.18K- 36.66% |
$231K - $237K
|
3.76K
$398K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.32K- 0.96% |
$140K - $143K
|
136K
$14.4M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
61+ 0.5% |
$6.47K - $6.63K
|
12.2K
$1.29M
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-70- 7.8% |
$7.43K - $7.61K
|
828
$87.5K
|
|
|
Nov 01, 2024
Q3 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-545- 4.81% |
$57.8K - $59.2K
|
10.8K
$1.14M
|
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
1.64K+ 69.91% |
$174K - $179K
|
3.99K
$422K
|
|
|
Nov 01, 2024
Q3 2024
|
Avid Wealth Partners LLC
San Antonio, TX |
BUY
|
- |
9.35K+ 49.62% |
$992K - $1.02M
|
28.2K
$2.98M
|
|
|
Nov 01, 2024
Q3 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
1.25K+ 54.47% |
$133K - $136K
|
3.54K
$374K
|
|
|
Nov 01, 2024
Q3 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
1.97KNew |
$209K - $214K
|
1.97K
$208K
|
|
|
Nov 01, 2024
Q3 2024
|
Rkl Wealth Management LLC
|
BUY
|
- |
15+ 0.77% |
$1.59K - $1.63K
|
1.96K
$207K
|
|
|
Nov 01, 2024
Q3 2024
|
Xml Financial, LLC
|
BUY
|
- |
1.56K+ 23.06% |
$166K - $170K
|
8.34K
$881K
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
212+ 7.21% |
$22.5K - $23K
|
3.15K
$333K
|
|
|
Nov 01, 2024
Q3 2024
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
181+ 1.48% |
$19.2K - $19.7K
|
12.4K
$1.31M
|
|
|
Nov 01, 2024
Q3 2024
|
Crumly & Associates Inc.
|
BUY
|
- |
5.57K+ 48.86% |
$591K - $606K
|
17K
$1.79M
|
|
|
Nov 01, 2024
Q3 2024
|
Seascape Capital Management
Portsmouth, NH |
SELL
|
- |
-2.17K- 12.27% |
$230K - $235K
|
15.5K
$1.64M
|
|
|
Nov 01, 2024
Q3 2024
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-3.28K- 6.41% |
$348K - $356K
|
47.8K
$5.05M
|
|
|
Nov 01, 2024
Q3 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-1.03K- 9.31% |
$109K - $112K
|
10K
$1.06M
|
|
|
Nov 01, 2024
Q3 2024
|
Able Wealth Management LLC
Lakewood, NJ |
SELL
|
- |
-2.09K- 40.83% |
$222K - $227K
|
3.03K
$320K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-181K- 64.07% |
$19.2M - $19.7M
|
102K
$10.7M
|
|
|
Nov 01, 2024
Q3 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-1.95K- 22.37% |
$206K - $211K
|
6.75K
$713K
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
600+ 75.0% |
$63.7K - $65.2K
|
1.4K
$148K
|
|
|
Nov 01, 2024
Q3 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
1.19K+ 41.93% |
$126K - $129K
|
4.02K
$425K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
97K+ 4.12% |
$10.3M - $10.5M
|
2.45M
$259M
|
|
|
Nov 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
155+ 1.45% |
$16.5K - $16.8K
|
10.9K
$1.15M
|
|
|
Nov 01, 2024
Q3 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-4.62K- 26.59% |
$490K - $502K
|
12.7K
$1.35M
|
|
|
Nov 01, 2024
Q3 2024
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-87- 1.7% |
$9.23K - $9.46K
|
5.03K
$531K
|
|
|
Nov 01, 2024
Q3 2024
|
Arrow Financial Corp
|
BUY
|
- |
563+ 4.51% |
$59.8K - $61.2K
|
13.1K
$1.38M
|
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
7.86K+ 39.62% |
$834K - $854K
|
27.7K
$2.93M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.27K- 1.54% |
$240K - $246K
|
145K
$15.3M
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
303New |
$32.2K - $32.9K
|
303
$32K
|
|
|
Oct 31, 2024
Q3 2024
|
Opus Capital Group, LLC
|
SELL
|
- |
-326- 0.37% |
$34.6K - $35.4K
|
87K
$9.19M
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
1.1K+ 5.35% |
$117K - $119K
|
21.6K
$2.29M
|
|
|
Oct 31, 2024
Q3 2024
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-487- 11.29% |
$51.7K - $52.9K
|
3.83K
$404K
|
|
|
Oct 31, 2024
Q3 2024
|
Wealth Management Resources, Inc.
|
SELL
|
- |
-4.1K- 6.01% |
$435K - $445K
|
64.1K
$6.77M
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
1.99K+ 5.51% |
$211K - $216K
|
38.1K
$4.02M
|
|
|
Oct 31, 2024
Q3 2024
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-195- 1.11% |
$20.7K - $21.2K
|
17.4K
$1.84M
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
BUY
|
- |
1.85K+ 5.67% |
$197K - $201K
|
34.5K
$3.65M
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
3.98K+ 7.66% |
$423K - $433K
|
56K
$5.92M
|
|
|
Oct 31, 2024
Q3 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-1.8K- 13.23% |
$191K - $196K
|
11.8K
$1.25M
|
|
|
Oct 31, 2024
Q3 2024
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
62.7K+ 79.64% |
$6.66M - $6.82M
|
142K
$14.9M
|
|
|
Oct 31, 2024
Q3 2024
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
BUY
|
- |
9.44KNew |
$1M - $1.03M
|
9.44K
$997K
|
|
|
Oct 31, 2024
Q3 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-3- 0.3% |
$318 - $326
|
981
$104K
|
|
|
Oct 31, 2024
Q3 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-439- 18.52% |
$46.6K - $47.7K
|
1.93K
$204K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
775K+ 17.12% |
$82.3M - $84.3M
|
5.3M
$560M
|
|
|
Oct 31, 2024
Q3 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
10+ 0.14% |
$1.06K - $1.09K
|
7.28K
$769K
|
|
|
Oct 31, 2024
Q3 2024
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
7.4KNew |
$785K - $804K
|
7.4K
$781K
|