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 22, 2025
Q4 2024
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-68- 1.12% |
$7.19K - $7.39K
|
6K
$638K
|
|
|
Jan 22, 2025
Q4 2024
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
30+ 0.52% |
$3.17K - $3.26K
|
5.77K
$613K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
6.94K+ 36.57% |
$734K - $754K
|
25.9K
$2.75M
|
|
|
Jan 22, 2025
Q4 2024
|
Slow Capital, Inc.
|
BUY
|
- |
6.16K+ 3.36% |
$652K - $670K
|
190K
$20.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
7.41K+ 4.27% |
$783K - $805K
|
181K
$19.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
4.26KNew |
$451K - $463K
|
4.26K
$453K
|
|
|
Jan 22, 2025
Q4 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-638- 6.61% |
$67.5K - $69.4K
|
9.01K
$957K
|
|
|
Jan 22, 2025
Q4 2024
|
Altus Wealth Management, LLC
|
BUY
|
- |
3.76K+ 96.65% |
$397K - $408K
|
7.64K
$812K
|
|
|
Jan 22, 2025
Q4 2024
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-636- 5.25% |
$67.3K - $69.1K
|
11.5K
$1.22M
|
|
|
Jan 22, 2025
Q4 2024
|
Whitcomb & Hess, Inc.
|
SELL
|
- |
-623- 15.2% |
$65.9K - $67.7K
|
3.48K
$370K
|
|
|
Jan 22, 2025
Q4 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
12K+ 10.69% |
$1.27M - $1.3M
|
124K
$13.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
1.23K+ 33.0% |
$130K - $134K
|
4.97K
$528K
|
|
|
Jan 22, 2025
Q4 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-759- 17.51% |
$80.3K - $82.5K
|
3.58K
$380K
|
|
|
Jan 22, 2025
Q4 2024
|
Curbstone Financial Management Corp
|
BUY
|
- |
150+ 0.4% |
$15.9K - $16.3K
|
37.9K
$4.03M
|
|
|
Jan 22, 2025
Q4 2024
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-1.35K- 14.05% |
$142K - $146K
|
8.23K
$875K
|
|
|
Jan 22, 2025
Q4 2024
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
4.93K+ 11.49% |
$521K - $536K
|
47.8K
$5.08M
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
2.49K+ 3.68% |
$263K - $271K
|
70.2K
$7.46M
|
|
|
Jan 22, 2025
Q4 2024
|
Forte Asset Management LLC
|
SELL
|
- |
-2.14K- 8.51% |
$227K - $233K
|
23.1K
$2.45M
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-881- 14.37% |
$93.2K - $95.8K
|
5.25K
$558K
|
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
31.8K+ 663.48% |
$3.36M - $3.45M
|
36.5K
$3.88M
|
|
|
Jan 22, 2025
Q4 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
2.18K+ 3.63% |
$230K - $237K
|
62.2K
$6.61M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
13.9K+ 6.06% |
$1.47M - $1.52M
|
244K
$25.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
2.66K+ 12.16% |
$281K - $289K
|
24.5K
$2.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
30K+ 20.76% |
$3.17M - $3.26M
|
174K
$18.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Group, Inc.
|
BUY
|
- |
48K+ 9.9% |
$5.08M - $5.22M
|
533K
$56.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-1.06K- 1.72% |
$112K - $115K
|
60.5K
$6.43M
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
828+ 2.79% |
$87.6K - $90K
|
30.5K
$3.24M
|
|
|
Jan 22, 2025
Q4 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
11.9K+ 86.86% |
$1.26M - $1.29M
|
25.6K
$2.72M
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
58+ 2.03% |
$6.14K - $6.3K
|
2.91K
$310K
|
|
|
Jan 22, 2025
Q4 2024
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
149+ 1.91% |
$15.8K - $16.2K
|
7.94K
$844K
|
|
|
Jan 22, 2025
Q4 2024
|
Verus Wealth Management, LLC
De Pere, WI |
BUY
|
- |
108KNew |
$11.4M - $11.7M
|
108K
$11.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Motive Wealth Advisors
|
SELL
|
- |
-974- 2.02% |
$103K - $106K
|
47.1K
$5.01M
|
|
|
Jan 21, 2025
Q4 2024
|
One Advisory Partners, LLC
|
BUY
|
- |
470+ 1.19% |
$49.7K - $51.1K
|
40K
$4.25M
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
2.55KNew |
$269K - $277K
|
2.55K
$271K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
4.85K+ 6.45% |
$513K - $527K
|
80.1K
$8.51M
|
|
|
Jan 21, 2025
Q4 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
SELL
|
- |
-979- 16.42% |
$104K - $106K
|
4.99K
$530K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
281+ 124.34% |
$29.7K - $30.5K
|
507
$53.9K
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
2.32K+ 98.93% |
$245K - $252K
|
4.66K
$495K
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
38.6K+ 21.16% |
$4.08M - $4.2M
|
221K
$23.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
43+ 0.53% |
$4.55K - $4.67K
|
8.13K
$864K
|
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
928+ 1.91% |
$98.2K - $101K
|
49.5K
$5.26M
|
|
|
Jan 21, 2025
Q4 2024
|
Liquid Strategies, LLC
Atlanta, GA |
BUY
|
- |
43.7K+ 20.54% |
$4.63M - $4.76M
|
257K
$27.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Wheelhouse Advisory Group LLC
St. Louis, MO |
BUY
|
- |
343+ 9.09% |
$36.3K - $37.3K
|
4.12K
$438K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-1- 0.03% |
$106 - $109
|
2.93K
$311K
|
|
|
Jan 21, 2025
Q4 2024
|
Wealth Management Resources, Inc.
|
SELL
|
- |
-4.83K- 7.52% |
$510K - $524K
|
59.3K
$6.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Pflug Koory, LLC
|
BUY
|
- |
376+ 274.45% |
$39.8K - $40.9K
|
513
$54.5K
|
|
|
Jan 21, 2025
Q4 2024
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-836- 15.03% |
$88.4K - $90.9K
|
4.73K
$503K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.06K+ 2.48% |
$112K - $116K
|
44K
$4.68M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-60.6K- 65.28% |
$6.41M - $6.58M
|
32.2K
$3.42M
|
|
|
Jan 21, 2025
Q4 2024
|
Accel Wealth Management
|
SELL
|
- |
-7- 0.13% |
$740 - $761
|
5.56K
$591K
|