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 12, 2024
Q3 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
1.05K+ 18.66% |
$111K - $114K
|
6.68K
$706K
|
|
|
Nov 12, 2024
Q3 2024
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
1.49K+ 8.81% |
$158K - $162K
|
18.4K
$1.95M
|
|
|
Nov 12, 2024
Q3 2024
|
Wrenne Financial Planning LLC
Lexington, KY |
BUY
|
- |
3.6K+ 7.15% |
$382K - $391K
|
54K
$5.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
3.82K+ 3.5% |
$406K - $416K
|
113K
$11.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Horan Securities, Inc.
|
BUY
|
- |
576+ 4.73% |
$61.1K - $62.6K
|
12.8K
$1.35M
|
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-395- 0.38% |
$41.9K - $42.9K
|
103K
$10.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Howard Capital Management Inc.
|
SELL
|
- |
-76- 0.82% |
$8.07K - $8.26K
|
9.21K
$973K
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
SELL
|
- |
-259- 81.19% |
$27.5K - $28.2K
|
60
$6.34K
|
|
|
Nov 12, 2024
Q3 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
2.42KNew |
$257K - $263K
|
2.42K
$256K
|
|
|
Nov 12, 2024
Q3 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
4+ 0.69% |
$425 - $435
|
581
$61.4K
|
|
|
Nov 12, 2024
Q3 2024
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
3.51K+ 59.56% |
$372K - $381K
|
9.4K
$993K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
215K+ 3.53% |
$22.9M - $23.4M
|
6.31M
$667M
|
|
|
Nov 12, 2024
Q3 2024
|
Efficient Advisors, LLC
|
SELL
|
- |
-686- 6.21% |
$72.8K - $74.6K
|
10.4K
$1.09M
|
|
|
Nov 12, 2024
Q3 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-399- 4.7% |
$42.3K - $43.4K
|
8.09K
$855K
|
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-2.8K- 2.72% |
$297K - $304K
|
99.8K
$10.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
11.3K+ 92.16% |
$1.2M - $1.22M
|
23.5K
$2.48M
|
|
|
Nov 12, 2024
Q3 2024
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
575+ 8.9% |
$61K - $62.5K
|
7.04K
$743K
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
6.09K+ 5.11% |
$646K - $661K
|
125K
$13.2M
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
6.95K+ 1.13% |
$737K - $755K
|
624K
$66M
|
|
|
Nov 12, 2024
Q3 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
1.52K+ 8.18% |
$161K - $165K
|
20K
$2.12M
|
|
|
Nov 12, 2024
Q3 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
622+ 15.28% |
$66K - $67.6K
|
4.69K
$496K
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-1.47K- 30.28% |
$156K - $160K
|
3.39K
$359K
|
|
|
Nov 12, 2024
Q3 2024
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
3.46K+ 64.17% |
$367K - $376K
|
8.86K
$936K
|
|
|
Nov 12, 2024
Q3 2024
|
Cfo4 Life Group, LLC
|
BUY
|
- |
1.16K+ 19.65% |
$123K - $126K
|
7.07K
$747K
|
|
|
Nov 12, 2024
Q3 2024
|
Covenant Asset Management, LLC
|
BUY
|
- |
145+ 5.86% |
$15.4K - $15.8K
|
2.62K
$277K
|
|
|
Nov 12, 2024
Q3 2024
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-1.27K- 13.26% |
$134K - $138K
|
8.28K
$874K
|
|
|
Nov 12, 2024
Q3 2024
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
536+ 11.44% |
$56.9K - $58.3K
|
5.22K
$552K
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
13.5KNew |
$1.44M - $1.47M
|
13.5K
$1.43M
|
|
|
Nov 12, 2024
Q3 2024
|
Forum Private Client Group LLC
|
BUY
|
- |
744+ 36.96% |
$79K - $80.9K
|
2.76K
$291K
|
|
|
Nov 12, 2024
Q3 2024
|
Lokken Investment Group LLC
|
SELL
|
- |
-354- 7.26% |
$37.6K - $38.5K
|
4.52K
$478K
|
|
|
Nov 12, 2024
Q3 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-2.6K- 2.26% |
$276K - $282K
|
112K
$11.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-3.6K- 38.03% |
$382K - $391K
|
5.86K
$619K
|
|
|
Nov 12, 2024
Q3 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
425+ 4.64% |
$45.1K - $46.2K
|
9.58K
$1.01M
|
|
|
Nov 12, 2024
Q3 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-7.72K- 5.92% |
$820K - $840K
|
123K
$13M
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
1.48K+ 27.76% |
$157K - $161K
|
6.83K
$721K
|
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-258- 3.2% |
$27.4K - $28K
|
7.81K
$825K
|
|
|
Nov 12, 2024
Q3 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
15.2K+ 25.91% |
$1.62M - $1.66M
|
74.1K
$7.82M
|
|
|
Nov 12, 2024
Q3 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
1.59K+ 12.8% |
$168K - $173K
|
14K
$1.48M
|
|
|
Nov 12, 2024
Q3 2024
|
Eley Financial Management, Inc
South Burlington, VT |
BUY
|
- |
418+ 5.64% |
$44.4K - $45.4K
|
7.83K
$827K
|
|
|
Nov 12, 2024
Q3 2024
|
Kingdom Financial Group Llc.
Peoria, AZ |
BUY
|
- |
1.33K+ 0.87% |
$141K - $144K
|
154K
$16.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Power Wealth Management LLC
Roswell, GA |
BUY
|
- |
290+ 0.71% |
$30.8K - $31.5K
|
41.4K
$4.37M
|
|
|
Nov 12, 2024
Q3 2024
|
Hoge Financial Services, LLC
Canonsburg, PA |
BUY
|
- |
270+ 1.14% |
$28.7K - $29.3K
|
23.9K
$2.52M
|
|
|
Nov 12, 2024
Q3 2024
|
Cannon Advisors, Inc.
Charlotte, NC |
BUY
|
- |
16.9KNew |
$1.8M - $1.84M
|
16.9K
$1.79M
|
|
|
Nov 12, 2024
Q3 2024
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
BUY
|
- |
3.86KNew |
$409K - $419K
|
3.86K
$407K
|
|
|
Nov 12, 2024
Q3 2024
|
Providence First Trust CO
|
SELL
|
- |
-2.71K- 58.34% |
$288K - $295K
|
1.94K
$205K
|
|
|
Nov 12, 2024
Q3 2024
|
Stokes Family Office, LLC
|
SELL
|
- |
-249- 1.29% |
$26.4K - $27.1K
|
19K
$2.01M
|
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
477+ 1.93% |
$50.6K - $51.8K
|
25.2K
$2.66M
|
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
150K+ 13.75% |
$15.9M - $16.3M
|
1.24M
$131M
|
|
|
Nov 12, 2024
Q3 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
381+ 4.99% |
$40.4K - $41.4K
|
8.01K
$846K
|
|
|
Nov 12, 2024
Q3 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-10.9K- 90.08% |
$1.15M - $1.18M
|
1.2K
$127K
|