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 09, 2022
Q2 2022
|
Titus Wealth Management
Larskpur, CA |
BUY
|
- |
2.1KNew |
$220K - $230K
|
2.1K
$222K
|
|
|
Jul 11, 2022
Q2 2022
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
1.94KNew |
$203K - $213K
|
1.94K
$205K
|
|
|
Jul 22, 2022
Q2 2022
|
High Tower Trust Services, Lta
|
BUY
|
- |
1.92KNew |
$202K - $211K
|
1.92K
$203K
|
|
|
Aug 11, 2022
Q2 2022
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
1.07K+ 3.95% |
$112K - $117K
|
28.1K
$2.97M
|
|
|
Aug 15, 2022
Q2 2022
|
Philadelphia Trust CO
Philadelphia, PA |
BUY
|
- |
855+ 4.34% |
$89.5K - $93.6K
|
20.6K
$2.17M
|
|
|
Aug 10, 2022
Q2 2022
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
603+ 257.69% |
$63.2K - $66K
|
837
$88.4K
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
524New |
$54.9K - $57.4K
|
524
$55.4K
|
|
|
Jul 25, 2022
Q2 2022
|
Godsey & Gibb Associates
|
BUY
|
- |
310New |
$32.5K - $33.9K
|
310
$32.8K
|
|
|
Jul 21, 2022
Q2 2022
|
Round Table Services, LLC
|
BUY
|
- |
293+ 14.77% |
$30.7K - $32.1K
|
2.28K
$241K
|
|
|
Jul 28, 2022
Q2 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
149+ 14900.0% |
$15.6K - $16.3K
|
150
$15.8K
|
|
|
Aug 01, 2022
Q2 2022
|
Schubert & CO
|
BUY
|
- |
124New |
$13K - $13.6K
|
124
$13.1K
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
17New |
$1.78K - $1.86K
|
17
$1.8K
|
|
|
Aug 08, 2022
Q2 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
15New |
$1.57K - $1.64K
|
15
$1.58K
|
|
|
Jul 13, 2022
Q2 2022
|
Burleson & Company, LLC
|
BUY
|
- |
9New |
$943 - $986
|
9
$951
|
|
|
Aug 15, 2022
Q2 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
4+ 0.19% |
$419 - $438
|
2.16K
$228K
|
|
|
Aug 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
2New |
$209 - $219
|
2
$211
|
|
|
Aug 11, 2022
Q2 2022
|
Bar Harbor Trust Services
Ellsworth, ME |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
125KNew |
$13.7M - $14.5M
|
125K
$13.2M
|
|
|
Sep 21, 2023
Q1 2022
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
14.2KNew |
$1.55M - $1.64M
|
14.2K
$1.5M
|
|
|
Apr 12, 2022
Q1 2022
|
Carl Stuart Investment Advisor, Inc
Austin, TX |
BUY
|
- |
9.7KNew |
$1.06M - $1.13M
|
9.7K
$1.02M
|
|
|
May 13, 2022
Q1 2022
|
Washington Trust Bank
|
BUY
|
- |
2.96KNew |
$324K - $344K
|
2.96K
$313K
|
|
|
Apr 29, 2022
Q1 2022
|
Mcdonald Partners LLC
|
BUY
|
- |
2.63K+ 4537.93% |
$288K - $306K
|
2.69K
$284K
|
|
|
May 12, 2022
Q1 2022
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
2.44KNew |
$266K - $283K
|
2.44K
$257K
|
|
|
May 06, 2022
Q1 2022
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
2.3KNew |
$251K - $267K
|
2.3K
$243K
|
|
|
May 09, 2022
Q1 2022
|
Dixon Hubard Feinour & Brown Inc
|
BUY
|
- |
455+ 11.19% |
$49.7K - $52.9K
|
4.52K
$478K
|
|
|
Apr 25, 2022
Q1 2022
|
Emerson Wealth, LLC
|
BUY
|
- |
42+ 1.11% |
$4.59K - $4.88K
|
3.83K
$404K
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
362KNew |
$41.7M - $42.2M
|
362K
$38.2M
|
|
|
May 17, 2024
Q4 2021
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
8.59K+ 49.85% |
$991K - $1M
|
25.8K
$2.73M
|
|
|
Feb 04, 2022
Q4 2021
|
Torray LLC
|
BUY
|
- |
3.75KNew |
$433K - $437K
|
3.75K
$396K
|
|
|
Feb 14, 2022
Q4 2021
|
Camden Capital, LLC
|
BUY
|
- |
3.52KNew |
$406K - $411K
|
3.52K
$372K
|
|
|
Jan 28, 2022
Q4 2021
|
Security National Bank
|
BUY
|
- |
2.43KNew |
$280K - $283K
|
2.43K
$257K
|
|
|
Feb 23, 2022
Q4 2021
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
2KNew |
$231K - $233K
|
2K
$211K
|
|
|
Jan 19, 2022
Q4 2021
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
784+ 31.56% |
$90.5K - $91.4K
|
3.27K
$345K
|
|
|
May 13, 2022
Q4 2021
|
Mechanics Financial Corp
|
BUY
|
- |
643New |
$74.2K - $75K
|
643
$67.9K
|
|
|
Feb 09, 2022
Q4 2021
|
Red Cedar Capital, LLC
|
BUY
|
- |
138New |
$15.9K - $16.1K
|
138
$14.6K
|
|
|
Feb 14, 2022
Q4 2021
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
100New |
$11.5K - $11.7K
|
100
$10.6K
|
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
46New |
$5.31K - $5.36K
|
46
$4.86K
|
|
| Q3 2021 | |||||||
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
39.5KNew |
$4.58M - $4.65M
|
39.5K
$4.17M
|
|
|
Oct 04, 2021
Q3 2021
|
Thomasville National Bank
|
BUY
|
- |
1.97KNew |
$228K - $232K
|
1.97K
$208K
|
|
|
Oct 26, 2021
Q3 2021
|
Legacy Bridge, LLC
|
BUY
|
- |
1.61KNew |
$186K - $189K
|
1.61K
$170K
|
|
|
Nov 01, 2021
Q3 2021
|
Sage Mountain Advisors LLC
|
BUY
|
- |
890New |
$103K - $105K
|
890
$94K
|
|
|
Aug 10, 2023
Q3 2021
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
203New |
$23.6K - $23.9K
|
203
$21.4K
|
|
| Q2 2021 | |||||||
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
20.7KNew |
$2.4M - $2.44M
|
20.7K
$2.19M
|
|
|
Jul 23, 2021
Q2 2021
|
Capital City Trust CO
|
BUY
|
- |
3.5KNew |
$406K - $412K
|
3.5K
$370K
|
|
| Q1 2021 | |||||||
|
May 14, 2021
Q1 2021
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
PUT |
22KNew |
$2.54M - $2.59M
|
22K
$2.32M
|
|
|
May 05, 2021
Q1 2021
|
Blue Fin Capital, Inc.
|
BUY
|
- |
854+ 20.33% |
$98.5K - $101K
|
5.05K
$534K
|
|
|
May 14, 2021
Q1 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
246New |
$28.4K - $29K
|
246
$26K
|
|
| Q4 2020 | |||||||
|
Feb 16, 2021
Q4 2020
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
167KNew |
$19.2M - $19.6M
|
167K
$17.6M
|
|
|
Jan 29, 2021
Q4 2020
|
Bellwether Advisors, LLC
|
BUY
|
- |
15.8KNew |
$1.82M - $1.86M
|
15.8K
$1.67M
|
|
|
Jan 12, 2021
Q4 2020
|
Mcia Inc
|
BUY
|
- |
14.1KNew |
$1.63M - $1.66M
|
14.1K
$1.49M
|
|