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 |
|---|---|---|---|---|---|---|---|
|
Jul 30, 2024
Q2 2024
|
Activest Wealth Management
|
BUY
|
- |
1+ 6.67% |
$105 - $107
|
16
$1.69K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
84.1K+ 58.36% |
$9.03M - $9.14M
|
228K
$24.1M
|
|
|
May 08, 2024
Q1 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
57KNew |
$6.12M - $6.19M
|
57K
$6.02M
|
|
|
May 14, 2024
Q1 2024
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
49.9K+ 8.94% |
$5.36M - $5.43M
|
608K
$64.2M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
22.1KNew |
$2.38M - $2.41M
|
22.1K
$2.34M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
21.5K+ 13.58% |
$2.31M - $2.34M
|
180K
$19M
|
|
|
Apr 11, 2024
Q1 2024
|
Executive Wealth Group LLC
Kirkland, WA |
BUY
|
- |
17.6K+ 200.63% |
$1.89M - $1.92M
|
26.4K
$2.79M
|
|
|
Aug 16, 2024
Q1 2024
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
9.1KNew |
$977K - $990K
|
9.1K
$961K
|
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
8.47KNew |
$910K - $922K
|
8.47K
$895K
|
|
|
May 03, 2024
Q1 2024
|
Coulter & Justus Financial Services, LLC
|
BUY
|
- |
8.12KNew |
$872K - $883K
|
8.12K
$858K
|
|
|
Apr 11, 2024
Q1 2024
|
Single Point Partners, LLC
|
BUY
|
- |
7.21K+ 5.98% |
$775K - $785K
|
128K
$13.5M
|
|
|
Apr 08, 2024
Q1 2024
|
Jvl Associates LLC
|
BUY
|
- |
6.4KNew |
$687K - $696K
|
6.4K
$676K
|
|
|
Apr 30, 2024
Q1 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
6.28KNew |
$675K - $683K
|
6.28K
$664K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
5.93K+ 0.87% |
$637K - $645K
|
687K
$72.6M
|
|
|
Apr 10, 2024
Q1 2024
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
5.65K+ 8.97% |
$607K - $615K
|
68.7K
$7.26M
|
|
|
Apr 19, 2024
Q1 2024
|
American National Bank & Trust CO /Va/
Danville, VA |
BUY
|
- |
5.64KNew |
$606K - $613K
|
5.64K
$596K
|
|
|
May 08, 2024
Q1 2024
|
Harbour Investment Management LLC
Edmonds, WA |
BUY
|
- |
4.95KNew |
$532K - $538K
|
4.95K
$523K
|
|
|
May 09, 2024
Q1 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
4.21KNew |
$452K - $457K
|
4.21K
$444K
|
|
|
May 02, 2024
Q1 2024
|
Welch & Forbes LLC
|
BUY
|
- |
4.02KNew |
$432K - $437K
|
4.02K
$425K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
4K+ 123.34% |
$430K - $435K
|
7.24K
$765K
|
|
|
Apr 30, 2024
Q1 2024
|
Derbend Asset Management
|
BUY
|
- |
3.77K+ 54.35% |
$405K - $410K
|
10.7K
$1.13M
|
|
|
May 08, 2024
Q1 2024
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
3.54KNew |
$380K - $385K
|
3.54K
$374K
|
|
|
Apr 12, 2024
Q1 2024
|
True North Advisors, LLC
|
BUY
|
- |
3.09KNew |
$332K - $336K
|
3.09K
$326K
|
|
|
May 07, 2024
Q1 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
3.03K+ 6.48% |
$326K - $330K
|
49.9K
$5.27M
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
3KNew |
$322K - $326K
|
3K
$317K
|
|
|
May 02, 2024
Q1 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
2.65KNew |
$285K - $288K
|
2.65K
$280K
|
|
|
May 07, 2024
Q1 2024
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
2.61KNew |
$281K - $284K
|
2.61K
$276K
|
|
|
Aug 28, 2024
Q1 2024
|
Farmers National Bank
Danville, KY |
BUY
|
- |
2.44K+ 118.53% |
$262K - $265K
|
4.49K
$475K
|
|
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
BUY
|
- |
2.42KNew |
$260K - $263K
|
2.42K
$255K
|
|
|
May 02, 2024
Q1 2024
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
2.4KNew |
$258K - $261K
|
2.4K
$253K
|
|
|
Apr 29, 2024
Q1 2024
|
Capital Advisors Inc
|
BUY
|
- |
2.31KNew |
$248K - $251K
|
2.31K
$244K
|
|
|
Apr 11, 2024
Q1 2024
|
Moller Financial Services
|
BUY
|
- |
2.3K+ 3.47% |
$247K - $250K
|
68.7K
$7.25M
|
|
|
May 08, 2024
Q1 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
2.29KNew |
$246K - $249K
|
2.29K
$242K
|
|
|
May 03, 2024
Q1 2024
|
Petix & Botte CO
|
BUY
|
- |
2.24KNew |
$241K - $244K
|
2.24K
$237K
|
|
|
Apr 15, 2024
Q1 2024
|
Manning & Napier Group, LLC
|
BUY
|
- |
2.06K+ 0.47% |
$221K - $224K
|
441K
$46.6M
|
|
|
May 13, 2024
Q1 2024
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
2.02KNew |
$217K - $220K
|
2.02K
$213K
|
|
|
Apr 12, 2024
Q1 2024
|
Retirement Planning Group
|
BUY
|
- |
1.89KNew |
$203K - $206K
|
1.89K
$200K
|
|
|
Apr 22, 2024
Q1 2024
|
Xcel Wealth Management, LLC
|
BUY
|
- |
1.89KNew |
$203K - $206K
|
1.89K
$200K
|
|
|
Apr 25, 2024
Q1 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
1.89KNew |
$203K - $206K
|
1.89K
$200K
|
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
1.51KNew |
$162K - $164K
|
1.51K
$160K
|
|
|
May 14, 2024
Q1 2024
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
1.48K+ 21.93% |
$159K - $161K
|
8.23K
$869K
|
|
|
Apr 24, 2024
Q1 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
1.3KNew |
$140K - $141K
|
1.3K
$137K
|
|
|
May 13, 2024
Q1 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
1.01KNew |
$108K - $109K
|
1.01K
$106K
|
|
|
May 15, 2024
Q1 2024
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
PUT |
700+ 15.56% |
$75.2K - $76.1K
|
5.2K
$549K
|
|
|
Apr 12, 2024
Q1 2024
|
Riverview Trust CO
|
BUY
|
- |
566New |
$60.8K - $61.6K
|
566
$59.8K
|
|
|
May 31, 2024
Q1 2024
|
First Citizens Financial Corp
|
BUY
|
- |
494+ 14.14% |
$53.1K - $53.7K
|
3.99K
$421K
|
|
|
Apr 12, 2024
Q1 2024
|
First Financial Corp
|
BUY
|
- |
450New |
$48.3K - $48.9K
|
450
$47.5K
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
448New |
$48.1K - $48.7K
|
448
$47.3K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
BUY
|
- |
423New |
$45.4K - $46K
|
423
$44.7K
|
|
|
May 10, 2024
Q1 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
363New |
$39K - $39.5K
|
363
$38.4K
|
|