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 |
|---|---|---|---|---|---|---|---|
|
Oct 18, 2023
Q3 2023
|
Rda Financial Network
|
BUY
|
- |
777+ 14.61% |
$79.7K - $83.4K
|
6.1K
$652K
|
|
|
Oct 20, 2023
Q3 2023
|
Newton One Investments LLC
|
BUY
|
- |
737+ 4.46% |
$75.6K - $79.1K
|
17.3K
$1.85M
|
|
|
Nov 07, 2023
Q3 2023
|
Strategic Equity Management
|
BUY
|
- |
564+ 1.31% |
$57.8K - $60.6K
|
43.5K
$4.66M
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
513+ 0.22% |
$52.6K - $55.1K
|
229K
$24.5M
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
463+ 0.89% |
$47.5K - $49.7K
|
52.7K
$5.63M
|
|
|
Nov 02, 2023
Q3 2023
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
300New |
$30.8K - $32.2K
|
300
$32.1K
|
|
|
Oct 19, 2023
Q3 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
195+ 3.87% |
$20K - $20.9K
|
5.24K
$560K
|
|
|
Oct 30, 2023
Q3 2023
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
160New |
$16.4K - $17.2K
|
160
$17.1K
|
|
|
Nov 13, 2023
Q3 2023
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
152+ 7.33% |
$15.6K - $16.3K
|
2.23K
$238K
|
|
|
Oct 25, 2023
Q3 2023
|
Shufro Rose & CO LLC
|
BUY
|
- |
107+ 4.88% |
$11K - $11.5K
|
2.3K
$246K
|
|
|
Oct 13, 2023
Q3 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
100+ 42.37% |
$10.3K - $10.7K
|
336
$35.9K
|
|
|
Jan 24, 2024
Q3 2023
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
75+ 1.99% |
$7.69K - $8.05K
|
3.85K
$411K
|
|
|
Nov 06, 2023
Q3 2023
|
Retirement Group, LLC
|
BUY
|
- |
42New |
$4.31K - $4.51K
|
42
$4.49K
|
|
|
Oct 25, 2023
Q3 2023
|
Ferguson Shapiro LLC
|
BUY
|
- |
42+ 0.82% |
$4.31K - $4.51K
|
5.14K
$549K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
25New |
$2.56K - $2.68K
|
25
$2.67K
|
|
|
Oct 18, 2023
Q3 2023
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
25+ 0.69% |
$2.56K - $2.68K
|
3.64K
$390K
|
|
|
Nov 02, 2023
Q3 2023
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
18New |
$1.85K - $1.93K
|
18
$1.93K
|
|
|
Nov 14, 2023
Q3 2023
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
12+ 0.4% |
$1.23K - $1.29K
|
3.01K
$322K
|
|
|
Oct 25, 2023
Q3 2023
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
12+ 0.47% |
$1.23K - $1.29K
|
2.54K
$272K
|
|
| Q2 2023 | |||||||
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
312K+ 11.1% |
$32.8M - $33.9M
|
3.13M
$334M
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
276K+ 332.87% |
$29M - $29.9M
|
359K
$38.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
32.5KNew |
$3.42M - $3.53M
|
32.5K
$3.48M
|
|
|
Jul 11, 2023
Q2 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
6KNew |
$631K - $651K
|
6K
$642K
|
|
|
Aug 14, 2023
Q2 2023
|
Cantor Fitzgerald, L. P.
New York, NY |
BUY
|
- |
5.57KNew |
$585K - $604K
|
5.57K
$595K
|
|
|
Jul 13, 2023
Q2 2023
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
3.29KNew |
$345K - $357K
|
3.29K
$351K
|
|
|
Aug 02, 2023
Q2 2023
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
2.51KNew |
$264K - $273K
|
2.51K
$269K
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
2.23K+ 0.62% |
$235K - $242K
|
361K
$38.6M
|
|
|
Jul 07, 2023
Q2 2023
|
First Community Trust Na
|
BUY
|
- |
2.18KNew |
$229K - $236K
|
2.18K
$233K
|
|
|
Jul 13, 2023
Q2 2023
|
Atlas Private Wealth Management
|
BUY
|
- |
2.11KNew |
$222K - $230K
|
2.11K
$226K
|
|
|
Aug 14, 2023
Q2 2023
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
2.06KNew |
$217K - $224K
|
2.06K
$221K
|
|
|
Aug 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
2.05KNew |
$215K - $222K
|
2.05K
$219K
|
|
|
Aug 10, 2023
Q2 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
2.04KNew |
$214K - $221K
|
2.04K
$218K
|
|
|
Aug 01, 2023
Q2 2023
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
2.02KNew |
$212K - $219K
|
2.02K
$216K
|
|
|
Aug 03, 2023
Q2 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
1.95KNew |
$205K - $212K
|
1.95K
$209K
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
1.8K+ 6.62% |
$189K - $195K
|
28.9K
$3.1M
|
|
|
Aug 08, 2023
Q2 2023
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
1.57KNew |
$166K - $171K
|
1.57K
$168K
|
|
|
Jul 17, 2023
Q2 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
945+ 36.7% |
$99.4K - $103K
|
3.52K
$377K
|
|
|
Aug 14, 2023
Q2 2023
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
735New |
$77.3K - $79.8K
|
735
$78.6K
|
|
|
Jul 14, 2023
Q2 2023
|
Financial Connections Group, Inc.
|
BUY
|
- |
733+ 83.58% |
$77.1K - $79.6K
|
1.61K
$172K
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
439+ 14.18% |
$46.2K - $47.7K
|
3.53K
$378K
|
|
|
Aug 15, 2023
Q2 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
425New |
$44.7K - $46.1K
|
425
$45.5K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
342New |
$36K - $37.1K
|
342
$36.6K
|
|
|
Aug 09, 2023
Q2 2023
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
300+ 1.75% |
$31.5K - $32.6K
|
17.4K
$1.86M
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
270New |
$28.4K - $29.3K
|
270
$28.9K
|
|
|
Aug 14, 2023
Q2 2023
|
First National Bank Of Omaha
Omaha, NE |
BUY
|
- |
159+ 2.75% |
$16.7K - $17.3K
|
5.94K
$635K
|
|
|
Jul 14, 2023
Q2 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
101New |
$10.6K - $11K
|
101
$10.8K
|
|
|
Aug 14, 2023
Q2 2023
|
Basso Capital Management, L.P.
Stamford, CT |
BUY
|
- |
57New |
$5.99K - $6.19K
|
57
$6.1K
|
|
|
Aug 04, 2023
Q2 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
11+ 0.24% |
$1.16K - $1.19K
|
4.52K
$484K
|
|
|
Jul 24, 2023
Q2 2023
|
Wealthpoint, LLC
|
BUY
|
- |
5+ 0.19% |
$526 - $543
|
2.68K
$287K
|
|
|
Aug 14, 2023
Q2 2023
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
3New |
$315 - $326
|
3
$321
|
|