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 15, 2022
Q2 2022
|
Ritholtz Wealth Management
|
SELL
|
- |
-18.6K- 88.59% |
$1.95M - $2.04M
|
2.4K
$257K
|
|
|
Jul 14, 2022
Q2 2022
|
B&D White Capital Company, LLC
|
BUY
|
- |
13.8KNew |
$1.44M - $1.51M
|
13.8K
$1.47M
|
|
|
Jul 14, 2022
Q2 2022
|
Compass Advisory Group LLC
|
SELL
|
- |
-10.3KClosed |
$1.08M - $1.13M
|
0
$0
|
|
|
Jul 14, 2022
Q2 2022
|
Ma Private Wealth
|
SELL
|
- |
-4KClosed |
$419K - $438K
|
0
$0
|
|
|
Jul 14, 2022
Q2 2022
|
Signature Wealth Management Group
|
SELL
|
- |
-4.98KClosed |
$522K - $545K
|
0
$0
|
|
|
Jul 14, 2022
Q2 2022
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-5.04KClosed |
$528K - $552K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
17New |
$1.78K - $1.86K
|
17
$1.82K
|
|
|
Jul 13, 2022
Q2 2022
|
Burleson & Company, LLC
|
BUY
|
- |
9New |
$943 - $986
|
9
$963
|
|
|
Jul 13, 2022
Q2 2022
|
Rgt Wealth Advisors, LLC
|
SELL
|
- |
-1.96K- 19.15% |
$205K - $215K
|
8.28K
$886K
|
|
|
Jul 13, 2022
Q2 2022
|
Strategy Asset Managers LLC
|
SELL
|
- |
-1.51K- 32.1% |
$158K - $165K
|
3.18K
$340K
|
|
|
Jul 12, 2022
Q2 2022
|
Dock Street Asset Management Inc
|
SELL
|
- |
-1.92KClosed |
$201K - $210K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Holland Advisory Services, Inc.
|
SELL
|
- |
-1.92KClosed |
$201K - $210K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Minot Wealth Management LLC
|
SELL
|
- |
-5.08KClosed |
$532K - $556K
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
Avondale Wealth Management
|
SELL
|
- |
-1K- 33.33% |
$105K - $110K
|
2K
$214K
|
|
|
Jul 08, 2022
Q2 2022
|
Worth Asset Management, LLC
|
BUY
|
- |
7.52KNew |
$788K - $824K
|
7.52K
$805K
|
|
|
Jul 07, 2022
Q2 2022
|
S.A. Mason LLC
|
SELL
|
- |
-600Closed |
$62.8K - $65.7K
|
0
$0
|
|
|
Jul 07, 2022
Q2 2022
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-7.02KClosed |
$735K - $768K
|
0
$0
|
|
|
Jul 06, 2022
Q2 2022
|
Centric Wealth Management
|
SELL
|
- |
-22.3KClosed |
$2.34M - $2.45M
|
0
$0
|
|
|
Jul 06, 2022
Q2 2022
|
Farmer Steven Patrick
|
BUY
|
- |
53.9KNew |
$5.65M - $5.9M
|
53.9K
$5.77M
|
|
| Q1 2022 | |||||||
|
Sep 21, 2023
Q1 2022
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-725- 3.5% |
$79.3K - $84.2K
|
20K
$2.14M
|
|
|
Sep 21, 2023
Q1 2022
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
14.2KNew |
$1.55M - $1.64M
|
14.2K
$1.51M
|
|
|
Aug 31, 2022
Q1 2022
|
Acute Investment Advisory, LLC
Mesa, AZ |
SELL
|
- |
-9.67KClosed |
$1.06M - $1.12M
|
0
$0
|
|
|
May 20, 2022
Q1 2022
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-100Closed |
$10.9K - $11.6K
|
0
$0
|
|
|
May 19, 2022
Q1 2022
|
Penobscot Wealth Management
|
SELL
|
- |
-2.87KClosed |
$314K - $333K
|
0
$0
|
|
|
May 17, 2022
Q1 2022
|
Consultiva Wealth Management, Corp.
San Juan, PR |
SELL
|
- |
-1.24KClosed |
$136K - $144K
|
0
$0
|
|
|
May 17, 2022
Q1 2022
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-3.53KClosed |
$386K - $410K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Squarepoint Ops LLC
New York, NY |
SELL
|
- |
-14.2KClosed |
$1.56M - $1.65M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-185Closed |
$20.2K - $21.5K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-100Closed |
$10.9K - $11.6K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Concorde Financial Corp
Dallas, TX |
SELL
|
- |
-353Closed |
$38.6K - $41K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-61KClosed |
$6.67M - $7.09M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Washington Trust Bank
|
BUY
|
- |
2.96KNew |
$324K - $344K
|
2.96K
$317K
|
|
|
May 13, 2022
Q1 2022
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
SELL
|
- |
-17.2KClosed |
$1.88M - $2M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Fca Corp
Houston, TX |
SELL
|
- |
-9.72KClosed |
$1.06M - $1.13M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-1.77KClosed |
$193K - $205K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-3.5KClosed |
$383K - $407K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Antonetti Capital Management LLC
|
SELL
|
- |
-200- 3.87% |
$21.9K - $23.2K
|
4.96K
$531K
|
|
|
May 12, 2022
Q1 2022
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
2.44KNew |
$266K - $283K
|
2.44K
$261K
|
|
|
May 12, 2022
Q1 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-8.48KClosed |
$927K - $985K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-3.96KClosed |
$433K - $460K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Jag Capital Management, LLC
|
SELL
|
- |
-17.8KClosed |
$1.95M - $2.07M
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
New World Advisors LLC
Hingham, MA |
SELL
|
- |
-46.6KClosed |
$5.09M - $5.41M
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Custos Family Office, LLC
Greenwood Village, CO |
SELL
|
- |
-2.66KClosed |
$291K - $309K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Advanced Research Investment Solutions, LLC
|
SELL
|
- |
-130KClosed |
$14.2M - $15.1M
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-9.47KClosed |
$1.04M - $1.1M
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Dixon Hubard Feinour & Brown Inc
|
BUY
|
- |
455+ 11.19% |
$49.7K - $52.9K
|
4.52K
$484K
|
|
|
May 09, 2022
Q1 2022
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-3.67KClosed |
$401K - $426K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
2.3KNew |
$251K - $267K
|
2.3K
$246K
|
|
|
May 06, 2022
Q1 2022
|
Bouchey Financial Group LTD
|
SELL
|
- |
-59.7KClosed |
$6.52M - $6.93M
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Foresight Capital Management Advisors, Inc.
|
SELL
|
- |
-5.98KClosed |
$654K - $695K
|
0
$0
|
|