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 15, 2024
Q3 2024
|
Sws Partners
|
BUY
|
- |
101+ 0.38% |
$10.7K - $11K
|
26.7K
$2.84M
|
|
Oct 15, 2024
Q3 2024
|
Members Trust CO
|
SELL
|
- |
-248- 2.98% |
$26.3K - $27K
|
8.07K
$858K
|
|
Oct 15, 2024
Q3 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
1.55K+ 13.54% |
$165K - $168K
|
13K
$1.38M
|
|
Oct 15, 2024
Q3 2024
|
Flagstone Financial Management
Lincoln, NE |
SELL
|
- |
-23- 0.56% |
$2.44K - $2.5K
|
4.12K
$438K
|
|
Oct 15, 2024
Q3 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-4.86K- 37.82% |
$516K - $529K
|
7.99K
$850K
|
|
Oct 15, 2024
Q3 2024
|
Investments & Financial Planning, LLC
Lexington, KY |
SELL
|
- |
-270- 3.9% |
$28.7K - $29.3K
|
6.66K
$708K
|
|
Oct 15, 2024
Q3 2024
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
165KNew |
$17.5M - $17.9M
|
165K
$17.5M
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
1.92K+ 15.34% |
$203K - $208K
|
14.4K
$1.53M
|
|
Oct 15, 2024
Q3 2024
|
Htlf Bank
Denver, CO |
BUY
|
- |
849+ 9.16% |
$90.1K - $92.3K
|
10.1K
$1.07M
|
|
Oct 15, 2024
Q3 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-702- 3.43% |
$74.5K - $76.3K
|
19.8K
$2.1M
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-31- 31.31% |
$3.29K - $3.37K
|
68
$7.23K
|
|
Oct 15, 2024
Q3 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
15New |
$1.59K - $1.63K
|
15
$1.59K
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
912+ 361.9% |
$96.8K - $99.1K
|
1.16K
$124K
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
723K+ 6.08% |
$76.8M - $78.6M
|
12.6M
$1.34B
|
|
Oct 11, 2024
Q3 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
78+ 3.85% |
$8.28K - $8.48K
|
2.11K
$224K
|
|
Oct 11, 2024
Q3 2024
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
400+ 3.37% |
$42.5K - $43.5K
|
12.3K
$1.3M
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
1.71K+ 8.51% |
$181K - $186K
|
21.8K
$2.32M
|
|
Oct 11, 2024
Q3 2024
|
Occidental Asset Management, LLC
|
SELL
|
- |
-259- 12.02% |
$27.5K - $28.2K
|
1.9K
$201K
|
|
Oct 10, 2024
Q3 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
273+ 3.55% |
$29K - $29.7K
|
7.96K
$846K
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-193- 5.3% |
$20.5K - $21K
|
3.45K
$366K
|
|
Oct 10, 2024
Q3 2024
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
9.32KNew |
$990K - $1.01M
|
9.32K
$991K
|
|
Oct 10, 2024
Q3 2024
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-400- 5.88% |
$42.5K - $43.5K
|
6.41K
$681K
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-7.66K- 8.21% |
$813K - $832K
|
85.6K
$9.09M
|
|
Oct 10, 2024
Q3 2024
|
Cra Financial Services, LLC
|
SELL
|
- |
-300- 11.15% |
$31.8K - $32.6K
|
2.39K
$254K
|
|
Oct 09, 2024
Q3 2024
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
72+ 1.0% |
$7.64K - $7.83K
|
7.31K
$777K
|
|
Oct 09, 2024
Q3 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
23.2K+ 12.93% |
$2.47M - $2.52M
|
203K
$21.6M
|
|
Oct 09, 2024
Q3 2024
|
Life Pro Asset Management
|
SELL
|
- |
-2.25K- 18.19% |
$239K - $245K
|
10.1K
$1.08M
|
|
Oct 09, 2024
Q3 2024
|
West Coast Financial LLC
|
SELL
|
- |
-82- 2.07% |
$8.7K - $8.91K
|
3.89K
$413K
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-19.6K- 20.61% |
$2.08M - $2.13M
|
75.4K
$8.02M
|
|
Oct 08, 2024
Q3 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-125- 5.11% |
$13.3K - $13.6K
|
2.32K
$247K
|
|
Oct 08, 2024
Q3 2024
|
Patten Group, Inc.
|
BUY
|
- |
769+ 4.18% |
$81.6K - $83.6K
|
19.2K
$2.04M
|
|
Oct 08, 2024
Q3 2024
|
Ironwood Wealth Management, Llc.
|
BUY
|
- |
470+ 0.64% |
$49.9K - $51.1K
|
74.4K
$7.91M
|
|
Oct 08, 2024
Q3 2024
|
Evensky & Katz LLC
|
SELL
|
- |
-133- 4.86% |
$14.1K - $14.5K
|
2.6K
$277K
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
113K+ 16.61% |
$12M - $12.3M
|
792K
$84.2M
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-667- 11.22% |
$70.8K - $72.5K
|
5.28K
$561K
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
604New |
$64.1K - $65.7K
|
604
$64.2K
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
2.39K+ 21.58% |
$254K - $260K
|
13.5K
$1.43M
|
|
Oct 08, 2024
Q3 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-190- 5.72% |
$20.2K - $20.7K
|
3.13K
$333K
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
BUY
|
- |
1.47K+ 608.3% |
$156K - $159K
|
1.71K
$181K
|
|
Oct 08, 2024
Q3 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
SELL
|
- |
-468- 10.53% |
$49.7K - $50.9K
|
3.98K
$423K
|
|
Oct 07, 2024
Q3 2024
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
10.8K+ 5.83% |
$1.15M - $1.18M
|
196K
$20.9M
|
|
Oct 07, 2024
Q3 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-5.36K- 17.05% |
$569K - $582K
|
26.1K
$2.77M
|
|
Oct 07, 2024
Q3 2024
|
Platte River Wealth Advisors, LLC
|
BUY
|
- |
3.75K+ 5.52% |
$398K - $408K
|
71.7K
$7.62M
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-49.4K- 19.27% |
$5.24M - $5.37M
|
207K
$22M
|
|
Oct 07, 2024
Q3 2024
|
Shotwell Rutter Baer Inc
Lansing, MI |
SELL
|
- |
-14- 0.18% |
$1.49K - $1.52K
|
7.57K
$805K
|
|
Oct 07, 2024
Q3 2024
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
95+ 0.78% |
$10.1K - $10.3K
|
12.3K
$1.31M
|
|
Oct 07, 2024
Q3 2024
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
851+ 0.88% |
$90.3K - $92.5K
|
97.8K
$10.4M
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-2.1K- 6.05% |
$223K - $228K
|
32.6K
$3.46M
|
|
Oct 04, 2024
Q3 2024
|
Lwmg, LLC
Lake Elmo, MN |
SELL
|
- |
-253- 9.63% |
$26.9K - $27.5K
|
2.37K
$252K
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-66.6K- 78.2% |
$7.07M - $7.24M
|
18.6K
$1.97M
|