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 |
---|---|---|---|---|---|---|---|
Nov 14, 2024
Q3 2024
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
457+ 6.77% |
$48.5K - $49.7K
|
7.21K
$762K
|
|
Nov 14, 2024
Q3 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
191K+ 310.64% |
$20.2M - $20.7M
|
252K
$26.6M
|
|
Nov 14, 2024
Q3 2024
|
Waterford Advisors, LLC
Orchard Park, NY |
SELL
|
- |
-21.7K- 34.84% |
$2.31M - $2.36M
|
40.6K
$4.29M
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
2.75K+ 1.54% |
$292K - $299K
|
181K
$19.1M
|
|
Nov 14, 2024
Q3 2024
|
Cosner Financial Group, LLC
Fort Collins, CO |
SELL
|
- |
-14.6K- 36.33% |
$1.55M - $1.59M
|
25.7K
$2.71M
|
|
Nov 14, 2024
Q3 2024
|
Valley Financial Group, Inc.
Ambler, PA |
SELL
|
- |
-58- 1.58% |
$6.16K - $6.3K
|
3.6K
$381K
|
|
Nov 14, 2024
Q3 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
319+ 268.07% |
$33.9K - $34.7K
|
438
$46.3K
|
|
Nov 14, 2024
Q3 2024
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-7.07K- 5.29% |
$751K - $769K
|
127K
$13.4M
|
|
Nov 14, 2024
Q3 2024
|
Sterling Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-224- 4.84% |
$23.8K - $24.3K
|
4.4K
$465K
|
|
Nov 14, 2024
Q3 2024
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
9K+ 25.83% |
$955K - $978K
|
43.8K
$4.63M
|
|
Nov 14, 2024
Q3 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
162K+ 67.25% |
$17.2M - $17.6M
|
403K
$42.5M
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
27.7K+ 36.6% |
$2.94M - $3.02M
|
104K
$10.9M
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
32.1K+ 3.53% |
$3.41M - $3.49M
|
940K
$99.3M
|
|
Nov 14, 2024
Q3 2024
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
65.9K+ 10.2% |
$6.99M - $7.16M
|
712K
$75.2M
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
39.6K+ 68.28% |
$4.2M - $4.3M
|
97.5K
$10.3M
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
PUT |
67.6KNew |
$7.17M - $7.35M
|
67.6K
$7.14M
|
|
Nov 14, 2024
Q3 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
3.2K+ 11.03% |
$340K - $348K
|
32.2K
$3.41M
|
|
Nov 14, 2024
Q3 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
4+ 0.09% |
$425 - $435
|
4.42K
$467K
|
|
Nov 14, 2024
Q3 2024
|
Clarity Asset Management, Inc.
Ames, IA |
SELL
|
- |
-10.7K- 9.92% |
$1.13M - $1.16M
|
96.8K
$10.2M
|
|
Nov 14, 2024
Q3 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
35+ 1166.67% |
$3.71K - $3.8K
|
38
$4.01K
|
|
Nov 14, 2024
Q3 2024
|
Brophy Wealth Management, LLC
Bedford, NH |
BUY
|
- |
10.6KNew |
$1.12M - $1.15M
|
10.6K
$1.12M
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
319New |
$33.9K - $34.7K
|
319
$33.7K
|
|
Nov 13, 2024
Q3 2024
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-48- 1.64% |
$5.09K - $5.22K
|
2.87K
$303K
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
1New |
$106 - $109
|
1
$106
|
|
Nov 13, 2024
Q3 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
75+ 18.89% |
$7.96K - $8.15K
|
472
$49.9K
|
|
Nov 13, 2024
Q3 2024
|
Ellevest, Inc.
|
BUY
|
- |
23.5K+ 2.55% |
$2.49M - $2.55M
|
944K
$99.8M
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-22K- 2.4% |
$2.34M - $2.39M
|
896K
$94.7M
|
|
Nov 13, 2024
Q3 2024
|
Rinkey Investments
San Diego, CA |
SELL
|
- |
-3.07K- 2.51% |
$325K - $333K
|
119K
$12.6M
|
|
Nov 13, 2024
Q3 2024
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-6.99K- 53.54% |
$742K - $760K
|
6.07K
$641K
|
|
Nov 13, 2024
Q3 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-3.3K- 7.58% |
$350K - $359K
|
40.3K
$4.25M
|
|
Nov 13, 2024
Q3 2024
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-2K- 3.41% |
$212K - $217K
|
56.5K
$5.96M
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
7.44K+ 60.58% |
$790K - $809K
|
19.7K
$2.08M
|
|
Nov 13, 2024
Q3 2024
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-3.55K- 6.55% |
$376K - $386K
|
50.6K
$5.34M
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
12K+ 37.58% |
$1.28M - $1.31M
|
44K
$4.65M
|
|
Nov 13, 2024
Q3 2024
|
Diversified, LLC
|
BUY
|
- |
3.01K+ 11.18% |
$320K - $327K
|
30K
$3.17M
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-485- 3.57% |
$51.5K - $52.7K
|
13.1K
$1.39M
|
|
Nov 13, 2024
Q3 2024
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
94+ 2.5% |
$9.98K - $10.2K
|
3.86K
$408K
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
6.08K+ 1.35% |
$645K - $661K
|
456K
$48.2M
|
|
Nov 13, 2024
Q3 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
11.1K+ 5.55% |
$1.18M - $1.21M
|
212K
$22.4M
|
|
Nov 13, 2024
Q3 2024
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
10.4KNew |
$1.1M - $1.13M
|
10.4K
$1.1M
|
|
Nov 13, 2024
Q3 2024
|
Davidson Investment Advisors
|
SELL
|
- |
-2.17K- 3.88% |
$230K - $236K
|
53.7K
$5.68M
|
|
Nov 13, 2024
Q3 2024
|
Davidson Trust CO
|
SELL
|
- |
-450- 8.26% |
$47.8K - $48.9K
|
5K
$528K
|
|
Nov 13, 2024
Q3 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
954+ 1.49% |
$101K - $104K
|
64.8K
$6.84M
|
|
Nov 13, 2024
Q3 2024
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
763+ 10.45% |
$81K - $82.9K
|
8.07K
$852K
|
|
Nov 13, 2024
Q3 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
6.66K+ 126.47% |
$706K - $724K
|
11.9K
$1.26M
|
|
Nov 13, 2024
Q3 2024
|
Horiko Capital Management LLC
New York, NY |
BUY
|
- |
65.1KNew |
$6.9M - $7.07M
|
65.1K
$6.87M
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
4.62KNew |
$490K - $502K
|
4.62K
$488K
|
|
Nov 13, 2024
Q3 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
1+ 0.02% |
$106 - $109
|
4.9K
$517K
|
|
Nov 13, 2024
Q3 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
4.49K+ 8.37% |
$477K - $488K
|
58.2K
$6.14M
|
|
Nov 13, 2024
Q3 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-135K- 2.64% |
$14.3M - $14.6M
|
4.97M
$525M
|