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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2024
Q3 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
2.72K+ 43.84% |
$289K - $296K
|
8.93K
$951K
|
|
|
Oct 31, 2024
Q3 2024
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-16.4K- 5.59% |
$1.75M - $1.79M
|
278K
$29.6M
|
|
|
Oct 31, 2024
Q3 2024
|
Weitzel Financial Services, Inc.
|
BUY
|
- |
2.44K+ 2.82% |
$259K - $266K
|
89K
$9.48M
|
|
|
Oct 31, 2024
Q3 2024
|
Diligent Investors, LLC
|
BUY
|
- |
9+ 0.19% |
$955 - $978
|
4.67K
$498K
|
|
|
Oct 31, 2024
Q3 2024
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-119- 0.76% |
$12.6K - $12.9K
|
15.5K
$1.65M
|
|
|
Oct 31, 2024
Q3 2024
|
Burt Wealth Advisors
|
BUY
|
- |
384+ 0.56% |
$40.8K - $41.7K
|
69.2K
$7.37M
|
|
|
Oct 31, 2024
Q3 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
530+ 2.96% |
$56.2K - $57.6K
|
18.4K
$1.96M
|
|
|
Oct 31, 2024
Q3 2024
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
BUY
|
- |
3.27K+ 12.32% |
$347K - $355K
|
29.8K
$3.17M
|
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
2.85K+ 21.03% |
$302K - $309K
|
16.4K
$1.75M
|
|
|
Oct 30, 2024
Q3 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-580- 3.21% |
$61.6K - $63K
|
17.5K
$1.86M
|
|
|
Oct 30, 2024
Q3 2024
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-79- 2.2% |
$8.38K - $8.59K
|
3.5K
$373K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
90+ 0.62% |
$9.55K - $9.78K
|
14.6K
$1.56M
|
|
|
Oct 30, 2024
Q3 2024
|
Cv Advisors LLC
Aventura, FL |
BUY
|
- |
927+ 6.46% |
$98.4K - $101K
|
15.3K
$1.63M
|
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-121- 19.93% |
$12.8K - $13.2K
|
486
$51.8K
|
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
1.45K+ 47.51% |
$154K - $158K
|
4.51K
$481K
|
|
|
Oct 30, 2024
Q3 2024
|
Ballast Advisors LLC
|
SELL
|
- |
-54- 0.91% |
$5.73K - $5.87K
|
5.86K
$624K
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-21.5K- 5.39% |
$2.28M - $2.33M
|
377K
$40.1M
|
|
|
Oct 30, 2024
Q3 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
1.68K+ 9.21% |
$178K - $183K
|
19.9K
$2.12M
|
|
|
Oct 30, 2024
Q3 2024
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
1.1K+ 7.93% |
$117K - $120K
|
15K
$1.59M
|
|
|
Oct 30, 2024
Q3 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-2.08K- 5.99% |
$220K - $226K
|
32.6K
$3.47M
|
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
22.1K+ 30.52% |
$2.35M - $2.4M
|
94.6K
$10.1M
|
|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
SELL
|
- |
-225- 0.09% |
$23.9K - $24.5K
|
244K
$26M
|
|
|
Oct 30, 2024
Q3 2024
|
First Citizens Asset Management, Inc.
Raleigh, NC |
BUY
|
- |
22.9K+ 16.85% |
$2.43M - $2.49M
|
159K
$16.9M
|
|
|
Oct 29, 2024
Q3 2024
|
Symmetry Partners, LLC
|
SELL
|
- |
-385K- 85.4% |
$40.9M - $41.9M
|
65.9K
$7.02M
|
|
|
Oct 29, 2024
Q3 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
1.84K+ 27.61% |
$195K - $200K
|
8.51K
$906K
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
799+ 40.97% |
$84.8K - $86.9K
|
2.75K
$293K
|
|
|
Oct 29, 2024
Q3 2024
|
Brooklyn Fi, LLC
New York, NY |
SELL
|
- |
-2.49K- 2.24% |
$264K - $271K
|
109K
$11.6M
|
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-4.11K- 1.56% |
$436K - $447K
|
260K
$27.7M
|
|
|
Oct 29, 2024
Q3 2024
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
SELL
|
- |
-187- 3.48% |
$19.8K - $20.3K
|
5.18K
$552K
|
|
|
Oct 29, 2024
Q3 2024
|
Harvey Capital Management Inc
|
SELL
|
- |
-90- 3.46% |
$9.55K - $9.78K
|
2.51K
$267K
|
|
|
Oct 29, 2024
Q3 2024
|
Sofi Wealth, LLC
|
BUY
|
- |
42.3K+ 9.55% |
$4.49M - $4.6M
|
485K
$51.7M
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-49- 14.45% |
$5.2K - $5.33K
|
290
$30.9K
|
|
|
Oct 29, 2024
Q3 2024
|
Pds Planning, Inc
|
BUY
|
- |
7.64K+ 9.62% |
$810K - $830K
|
87K
$9.27M
|
|
|
Oct 29, 2024
Q3 2024
|
Leeward Financial Partners, LLC
|
BUY
|
- |
535+ 1.84% |
$56.8K - $58.2K
|
29.6K
$3.15M
|
|
|
Oct 29, 2024
Q3 2024
|
Mosaic Advisors LLC
Houston, TX |
SELL
|
- |
-21.6K- 6.71% |
$2.29M - $2.35M
|
300K
$32M
|
|
|
Oct 28, 2024
Q3 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
708+ 5.9% |
$75.1K - $77K
|
12.7K
$1.35M
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
3.11K+ 28300.0% |
$330K - $338K
|
3.12K
$333K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.77K+ 1.88% |
$506K - $519K
|
259K
$27.6M
|
|
|
Oct 28, 2024
Q3 2024
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
2.75K+ 9.4% |
$291K - $298K
|
32K
$3.4M
|
|
|
Oct 28, 2024
Q3 2024
|
Durante & Waters, LLC
Brewster, NY |
BUY
|
- |
607+ 1.91% |
$64.4K - $66K
|
32.5K
$3.46M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
1.86M+ 37.23% |
$197M - $202M
|
6.86M
$730M
|
|
|
Oct 28, 2024
Q3 2024
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-9- 0.04% |
$955 - $978
|
25.5K
$2.72M
|
|
|
Oct 28, 2024
Q3 2024
|
Values Added Financial LLC
Washington, DC |
SELL
|
- |
-76- 1.45% |
$8.07K - $8.26K
|
5.16K
$550K
|
|
|
Oct 28, 2024
Q3 2024
|
Tpg Advisors LLC
Northfield, IL |
SELL
|
- |
-168- 0.75% |
$17.8K - $18.3K
|
22.3K
$2.38M
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-1.21K- 2.16% |
$128K - $131K
|
54.9K
$5.85M
|
|
|
Oct 28, 2024
Q3 2024
|
Aspen Wealth Strategies, LLC
Arvada, CO |
SELL
|
- |
-270- 3.42% |
$28.7K - $29.3K
|
7.63K
$813K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
81K+ 36.93% |
$8.6M - $8.81M
|
300K
$32M
|
|
|
Oct 25, 2024
Q3 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
3New |
$318 - $326
|
3
$320
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
1.89K+ 409.11% |
$200K - $205K
|
2.35K
$250K
|
|
|
Oct 25, 2024
Q3 2024
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
579+ 2.69% |
$61.4K - $62.9K
|
22.1K
$2.35M
|