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 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-2.95K- 29.99% |
$312K - $321K
|
6.88K
$712K
|
|
|
Jan 30, 2025
Q4 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
1.04K+ 16.91% |
$109K - $113K
|
7.16K
$740K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
30.6K+ 6.58% |
$3.24M - $3.33M
|
496K
$51.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-313- 3.55% |
$33.1K - $34K
|
8.51K
$880K
|
|
|
Jan 30, 2025
Q4 2024
|
Hoge Financial Services, LLC
Canonsburg, PA |
SELL
|
- |
-631- 2.64% |
$66.7K - $68.6K
|
23.3K
$2.41M
|
|
|
Jan 30, 2025
Q4 2024
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
54+ 0.92% |
$5.71K - $5.87K
|
5.92K
$612K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
524+ 31.83% |
$55.4K - $57K
|
2.17K
$224K
|
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
2.79K+ 64.42% |
$295K - $303K
|
7.12K
$736K
|
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
918+ 9.39% |
$97.1K - $99.8K
|
10.7K
$1.11M
|
|
|
Jan 29, 2025
Q4 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
1.65K+ 18.68% |
$174K - $179K
|
10.5K
$1.08M
|
|
|
Jan 29, 2025
Q4 2024
|
Armor Investment Advisors, LLC
|
BUY
|
- |
6.34K+ 20.66% |
$670K - $689K
|
37K
$3.83M
|
|
|
Jan 29, 2025
Q4 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
26+ 0.16% |
$2.75K - $2.83K
|
16.5K
$1.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
2.32K+ 98.93% |
$245K - $252K
|
4.66K
$481K
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
1+ 0.23% |
$106 - $109
|
443
$45.8K
|
|
|
Jan 29, 2025
Q4 2024
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
2.85K+ 6.2% |
$301K - $309K
|
48.7K
$5.04M
|
|
|
Jan 29, 2025
Q4 2024
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-334- 0.16% |
$35.3K - $36.3K
|
204K
$21.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-6.23K- 0.7% |
$659K - $677K
|
880K
$91M
|
|
|
Jan 29, 2025
Q4 2024
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-2- 0.18% |
$212 - $217
|
1.13K
$116K
|
|
|
Jan 29, 2025
Q4 2024
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
266+ 8.12% |
$28.1K - $28.9K
|
3.54K
$366K
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
37.5KNew |
$3.97M - $4.08M
|
37.5K
$3.88M
|
|
|
Jan 29, 2025
Q4 2024
|
Aifg Consultants Ltd.
Halfmoon, NY |
SELL
|
- |
-25.7K- 75.7% |
$2.72M - $2.79M
|
8.25K
$853K
|
|
|
Jan 29, 2025
Q4 2024
|
Portfolio Design Labs, LLC
Encino, CA |
BUY
|
- |
2.38KNew |
$252K - $259K
|
2.38K
$246K
|
|
|
Jan 29, 2025
Q4 2024
|
Trust CO Of Virginia
|
BUY
|
- |
1.12K+ 12.24% |
$118K - $121K
|
10.2K
$1.06M
|
|
|
Jan 29, 2025
Q4 2024
|
Sage Private Wealth Group, LLC
|
SELL
|
- |
-1.99KClosed |
$210K - $216K
|
0
$0
|
|
|
Jan 29, 2025
Q4 2024
|
Sonata Capital Group Inc
|
BUY
|
- |
770+ 5.84% |
$81.5K - $83.7K
|
13.9K
$1.44M
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-233- 5.84% |
$24.6K - $25.3K
|
3.76K
$389K
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
2.47K+ 6.08% |
$262K - $269K
|
43.1K
$4.46M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
636+ 16.26% |
$67.3K - $69.1K
|
4.55K
$470K
|
|
|
Jan 29, 2025
Q4 2024
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-4.5K- 2.43% |
$476K - $489K
|
180K
$18.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
386+ 3.5% |
$40.8K - $42K
|
11.4K
$1.18M
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
95.2K+ 719.25% |
$10.1M - $10.4M
|
108K
$11.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
4.37K+ 2.85% |
$462K - $475K
|
158K
$16.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
10New |
$1.06K - $1.09K
|
10
$1.03K
|
|
|
Jan 29, 2025
Q4 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
10.9K+ 90.57% |
$1.15M - $1.19M
|
22.9K
$2.37M
|
|
|
Jan 29, 2025
Q4 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-32- 2.06% |
$3.38K - $3.48K
|
1.52K
$157K
|
|
|
Jan 29, 2025
Q4 2024
|
Hms Capital Management, LLC
|
BUY
|
- |
1.61K+ 32.22% |
$170K - $175K
|
6.59K
$682K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfc Financial Management
|
BUY
|
- |
8.27KNew |
$875K - $899K
|
8.27K
$855K
|
|
|
Jan 29, 2025
Q4 2024
|
Hudock, Inc.
|
BUY
|
- |
518+ 0.61% |
$54.8K - $56.3K
|
85.4K
$8.83M
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
100+ 6.34% |
$10.6K - $10.9K
|
1.68K
$173K
|
|
|
Jan 29, 2025
Q4 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
3.07K+ 3.3% |
$325K - $333K
|
96K
$9.93M
|
|
|
Jan 29, 2025
Q4 2024
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
1.17K+ 14.62% |
$123K - $127K
|
9.15K
$946K
|
|
|
Jan 29, 2025
Q4 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
5.33K+ 160.6% |
$564K - $580K
|
8.65K
$895K
|
|
|
Jan 29, 2025
Q4 2024
|
Dorval Corp
Maple Grove, MN |
BUY
|
- |
499+ 4.15% |
$52.8K - $54.2K
|
12.5K
$1.29M
|
|
|
Jan 29, 2025
Q4 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
SELL
|
- |
-279- 7.01% |
$29.5K - $30.3K
|
3.7K
$383K
|
|
|
Jan 28, 2025
Q4 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
595New |
$62.9K - $64.7K
|
595
$61.5K
|
|
|
Jan 28, 2025
Q4 2024
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
2.14KNew |
$226K - $233K
|
2.14K
$221K
|
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-811- 5.74% |
$85.8K - $88.2K
|
13.3K
$1.38M
|
|
|
Jan 28, 2025
Q4 2024
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
4.3K+ 41.73% |
$455K - $467K
|
14.6K
$1.51M
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-74- 8.1% |
$7.83K - $8.04K
|
840
$86.9K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-5.61K- 83.68% |
$594K - $610K
|
1.1K
$113K
|