Latest Institutional Purchases of Ishares National Muni Bond ETF (MUB)
This list provides information on the latest institutional transactions involving Ishares National Muni Bond ETF (MUB) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
2.49K+ 84.42% |
$265K - $271K
|
5.45K
$579K
|
|
Nov 14, 2024
Q3 2024
|
Brasada Capital Management, LP
Houston, TX |
BUY
|
- |
2.47KNew |
$262K - $269K
|
2.47K
$263K
|
|
Oct 31, 2024
Q3 2024
|
Weitzel Financial Services, Inc.
|
BUY
|
- |
2.44K+ 2.82% |
$259K - $266K
|
89K
$9.46M
|
|
Oct 31, 2024
Q3 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
2.42KNew |
$257K - $263K
|
2.42K
$257K
|
|
Nov 12, 2024
Q3 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
2.42KNew |
$257K - $263K
|
2.42K
$257K
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
2.39K+ 21.58% |
$254K - $260K
|
13.5K
$1.43M
|
|
Nov 04, 2024
Q3 2024
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
2.34K+ 4.62% |
$248K - $254K
|
53K
$5.63M
|
|
Oct 21, 2024
Q3 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
2.31KNew |
$245K - $251K
|
2.31K
$245K
|
|
Oct 18, 2024
Q3 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
2.3KNew |
$244K - $250K
|
2.3K
$244K
|
|
Oct 21, 2024
Q3 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
2.27K+ 62.09% |
$241K - $247K
|
5.93K
$630K
|
|
Nov 06, 2024
Q3 2024
|
Coastline Trust CO
|
BUY
|
- |
2.25KNew |
$239K - $245K
|
2.25K
$239K
|
|
Oct 29, 2024
Q3 2024
|
Kanawha Capital Management LLC
|
BUY
|
- |
2.23KNew |
$236K - $242K
|
2.23K
$237K
|
|
Nov 13, 2024
Q3 2024
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
2.21K+ 1.21% |
$235K - $240K
|
186K
$19.7M
|
|
Nov 14, 2024
Q3 2024
|
Orleans Capital Management Corp
Mandeville, LA |
BUY
|
- |
2.15KNew |
$228K - $234K
|
2.15K
$229K
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
2.07K+ 5.7% |
$219K - $225K
|
38.3K
$4.08M
|
|
Oct 24, 2024
Q3 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
2.05KNew |
$218K - $223K
|
2.05K
$218K
|
|
Jan 10, 2025
Q3 2024
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
2.03K+ 75.61% |
$216K - $221K
|
4.72K
$501K
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
1.99K+ 5.51% |
$211K - $216K
|
38.1K
$4.04M
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
1.97K+ 2.06% |
$209K - $214K
|
97.4K
$10.3M
|
|
Nov 01, 2024
Q3 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
1.97KNew |
$209K - $214K
|
1.97K
$209K
|
|
Nov 06, 2024
Q3 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
1.95K+ 16.61% |
$207K - $212K
|
13.7K
$1.46M
|
|
Nov 18, 2024
Q3 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
1.95K+ 81.82% |
$207K - $212K
|
4.33K
$460K
|
|
Oct 24, 2024
Q3 2024
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
1.95K+ 6.8% |
$206K - $211K
|
30.5K
$3.25M
|
|
Oct 02, 2024
Q3 2024
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
1.92KNew |
$204K - $209K
|
1.92K
$204K
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
1.92K+ 15.34% |
$203K - $208K
|
14.4K
$1.53M
|
|
Oct 22, 2024
Q3 2024
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
1.89KNew |
$201K - $205K
|
1.89K
$201K
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
1.89K+ 409.11% |
$200K - $205K
|
2.35K
$249K
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
1.88K+ 18.68% |
$200K - $204K
|
11.9K
$1.27M
|
|
Oct 23, 2024
Q3 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
1.88K+ 29.45% |
$200K - $204K
|
8.27K
$879K
|
|
Nov 20, 2024
Q3 2024
|
Advisory Resource Group
|
BUY
|
- |
1.87K+ 10.96% |
$199K - $204K
|
19K
$2.02M
|
|
Nov 12, 2024
Q3 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
1.87K+ 3.18% |
$199K - $204K
|
60.8K
$6.47M
|
|
Nov 14, 2024
Q3 2024
|
Nia Impact Advisors, LLC
|
BUY
|
- |
1.87KNew |
$198K - $203K
|
1.87K
$198K
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
BUY
|
- |
1.85K+ 5.67% |
$197K - $201K
|
34.5K
$3.67M
|
|
Nov 14, 2024
Q3 2024
|
L.M. Kohn & Company
|
BUY
|
- |
1.85KNew |
$196K - $201K
|
1.85K
$197K
|
|
Nov 13, 2024
Q3 2024
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
BUY
|
- |
1.85K+ 26.06% |
$196K - $201K
|
8.95K
$951K
|
|
Nov 04, 2024
Q3 2024
|
Blue Chip Partners, Inc.
|
BUY
|
- |
1.85K+ 0.78% |
$196K - $201K
|
240K
$25.5M
|
|
Oct 29, 2024
Q3 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
1.84K+ 27.61% |
$195K - $200K
|
8.51K
$904K
|
|
Nov 06, 2024
Q3 2024
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
1.84KNew |
$195K - $200K
|
1.84K
$195K
|
|
Nov 19, 2024
Q3 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
1.79K+ 21.34% |
$190K - $195K
|
10.2K
$1.08M
|
|
Nov 04, 2024
Q3 2024
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
1.79K+ 16.21% |
$190K - $194K
|
12.8K
$1.36M
|
|
Nov 04, 2024
Q3 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
1.78K+ 96.26% |
$188K - $193K
|
3.62K
$385K
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
1.71K+ 8.51% |
$181K - $186K
|
21.8K
$2.32M
|
|
Oct 01, 2024
Q3 2024
|
Appleton Partners Inc
|
BUY
|
- |
1.7K+ 71.71% |
$181K - $185K
|
4.08K
$433K
|
|
Oct 30, 2024
Q3 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
1.68K+ 9.21% |
$178K - $183K
|
19.9K
$2.12M
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
1.67K+ 41.8% |
$177K - $181K
|
5.66K
$601K
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
1.64K+ 69.91% |
$174K - $179K
|
3.99K
$424K
|
|
Oct 24, 2024
Q3 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
1.6K+ 13.18% |
$170K - $174K
|
13.8K
$1.46M
|
|
Nov 12, 2024
Q3 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
1.59K+ 12.8% |
$168K - $173K
|
14K
$1.49M
|
|
Nov 13, 2024
Q3 2024
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
1.55K+ 3.5% |
$165K - $169K
|
45.9K
$4.88M
|
|
Oct 15, 2024
Q3 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
1.55K+ 13.54% |
$165K - $168K
|
13K
$1.38M
|