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 |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2023
Q2 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
6KNew |
$631K - $651K
|
6K
$642K
|
|
|
Jul 10, 2023
Q2 2023
|
Dakota Community Bank & Trust Na
Hebron, ND |
SELL
|
- |
-831- 46.04% |
$87.4K - $90.2K
|
974
$104K
|
|
|
Jul 07, 2023
Q2 2023
|
First Community Trust Na
|
BUY
|
- |
2.18KNew |
$229K - $236K
|
2.18K
$233K
|
|
| Q1 2023 | |||||||
|
May 15, 2024
Q1 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-15Closed |
$1.57K - $1.63K
|
0
$0
|
|
|
Apr 26, 2024
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
25+ 44.64% |
$2.62K - $2.71K
|
81
$8.66K
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-100Closed |
$10.5K - $10.8K
|
0
$0
|
|
|
May 24, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
292+ 270.37% |
$30.7K - $31.7K
|
400
$42.8K
|
|
|
May 22, 2023
Q1 2023
|
American Trust
Lexington, KY |
BUY
|
- |
2.13KNew |
$223K - $231K
|
2.13K
$227K
|
|
|
May 22, 2023
Q1 2023
|
Aspireon Wealth Advisors
|
SELL
|
- |
-5.72K- 39.77% |
$601K - $621K
|
8.66K
$927K
|
|
|
May 15, 2023
Q1 2023
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-71- 2.69% |
$7.45K - $7.7K
|
2.57K
$275K
|
|
|
May 15, 2023
Q1 2023
|
Avalon Investment & Advisory
Houston, TX |
SELL
|
- |
-2.44K- 17.52% |
$256K - $265K
|
11.5K
$1.23M
|
|
|
May 15, 2023
Q1 2023
|
Ascendant Capital Management, LLC
Los Angeles, CA |
BUY
|
- |
16K+ 94.12% |
$1.68M - $1.74M
|
33K
$3.53M
|
|
|
May 15, 2023
Q1 2023
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
165K+ 173.41% |
$17.3M - $17.8M
|
259K
$27.7M
|
|
|
May 15, 2023
Q1 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-4.61K- 32.11% |
$484K - $500K
|
9.75K
$1.04M
|
|
|
May 12, 2023
Q1 2023
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
2.97KNew |
$312K - $322K
|
2.97K
$318K
|
|
|
May 12, 2023
Q1 2023
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
1.12K+ 2.75% |
$118K - $122K
|
41.9K
$4.48M
|
|
|
May 12, 2023
Q1 2023
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
75New |
$7.87K - $8.14K
|
75
$8.02K
|
|
|
May 12, 2023
Q1 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
1.2KNew |
$125K - $130K
|
1.2K
$128K
|
|
|
May 11, 2023
Q1 2023
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
4New |
$420 - $434
|
4
$428
|
|
|
May 10, 2023
Q1 2023
|
E Rn Financial, LLC
|
SELL
|
- |
-405- 17.62% |
$42.5K - $43.9K
|
1.89K
$203K
|
|
|
May 10, 2023
Q1 2023
|
First Ascent Asset Management, LLC
|
SELL
|
- |
-329- 12.53% |
$34.5K - $35.7K
|
2.3K
$246K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
10.5MNew |
$1.1B - $1.14B
|
10.5M
$1.13B
|
|
|
May 05, 2023
Q1 2023
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
1.95KNew |
$205K - $212K
|
1.95K
$209K
|
|
|
May 05, 2023
Q1 2023
|
Tri Star Advisors Inc.
|
BUY
|
- |
271New |
$28.5K - $29.4K
|
271
$29K
|
|
|
May 05, 2023
Q1 2023
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
2.16KNew |
$226K - $234K
|
2.16K
$231K
|
|
|
May 05, 2023
Q1 2023
|
Wambolt & Associates, LLC
|
BUY
|
- |
16.9KNew |
$1.78M - $1.83M
|
16.9K
$1.81M
|
|
|
May 04, 2023
Q1 2023
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
4.15KNew |
$436K - $450K
|
4.15K
$444K
|
|
|
May 04, 2023
Q1 2023
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
51+ 0.59% |
$5.35K - $5.53K
|
8.75K
$936K
|
|
|
May 04, 2023
Q1 2023
|
Barber Financial Group, Inc.
|
BUY
|
- |
1.89K+ 38.84% |
$199K - $205K
|
6.77K
$724K
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
1.43KNew |
$150K - $155K
|
1.43K
$153K
|
|
|
May 02, 2023
Q1 2023
|
Investment Advisory Group, LLC
|
SELL
|
- |
-550- 21.29% |
$57.7K - $59.7K
|
2.03K
$217K
|
|
|
May 02, 2023
Q1 2023
|
True Capital Management
San Francisco, CA |
BUY
|
- |
10+ 0.41% |
$1.05K - $1.08K
|
2.44K
$261K
|
|
|
May 02, 2023
Q1 2023
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-23.2K- 87.19% |
$2.43M - $2.51M
|
3.4K
$364K
|
|
|
May 01, 2023
Q1 2023
|
Crestone Asset Management LLC
|
BUY
|
- |
9.64KNew |
$1.01M - $1.05M
|
9.64K
$1.03M
|
|
|
Apr 28, 2023
Q1 2023
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-6.24K- 73.23% |
$655K - $677K
|
2.28K
$244K
|
|
|
Apr 26, 2023
Q1 2023
|
Highview Capital Management LLC
|
BUY
|
- |
3.61K+ 76.83% |
$379K - $392K
|
8.31K
$889K
|
|
|
Apr 26, 2023
Q1 2023
|
Sabal Trust CO
|
SELL
|
- |
-300- 8.55% |
$31.5K - $32.5K
|
3.21K
$343K
|
|
|
Apr 24, 2023
Q1 2023
|
Peak Financial Management, Inc.
|
BUY
|
- |
88+ 3.23% |
$9.24K - $9.55K
|
2.81K
$301K
|
|
|
Apr 20, 2023
Q1 2023
|
Blue Zone Wealth Advisors, LLC
|
SELL
|
- |
-500- 7.6% |
$52.5K - $54.2K
|
6.08K
$650K
|
|
|
Apr 18, 2023
Q1 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
1.9K+ 54.6% |
$199K - $206K
|
5.38K
$575K
|
|
|
Apr 17, 2023
Q1 2023
|
Wealth Cmt
|
SELL
|
- |
-1.75K- 2.27% |
$184K - $190K
|
75.3K
$8.06M
|
|
|
Apr 17, 2023
Q1 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
4New |
$420 - $434
|
4
$428
|
|
|
Apr 14, 2023
Q1 2023
|
Nvest Financial, LLC
|
BUY
|
- |
5.31KNew |
$558K - $576K
|
5.31K
$568K
|
|
|
Apr 13, 2023
Q1 2023
|
Central Bank & Trust CO
|
BUY
|
- |
104+ 8.83% |
$10.9K - $11.3K
|
1.28K
$137K
|
|
|
Apr 12, 2023
Q1 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-174- 36.55% |
$18.3K - $18.9K
|
302
$32.3K
|
|
|
Apr 12, 2023
Q1 2023
|
Retireful, LLC
|
BUY
|
- |
4.35KNew |
$457K - $472K
|
4.35K
$466K
|
|
|
Apr 11, 2023
Q1 2023
|
Catalyst Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
5.55KNew |
$583K - $602K
|
5.55K
$594K
|
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-4.5K- 3.51% |
$472K - $488K
|
124K
$13.2M
|
|
| Q4 2022 | |||||||
|
Sep 06, 2024
Q4 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
384+ 3.93% |
$39K - $41K
|
10.2K
$1.09M
|
|
|
Sep 04, 2024
Q4 2022
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
2.49KNew |
$253K - $266K
|
2.49K
$266K
|
|