Latest Institutional Sells 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 sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-165- 11.12% |
$17.4K - $17.7K
|
1.32K
$141K
|
|
Aug 14, 2024
Q2 2024
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-161- 1.03% |
$17K - $17.3K
|
15.5K
$1.66M
|
|
Aug 12, 2024
Q2 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-93- 94.9% |
$9.8K - $9.97K
|
5
$535
|
|
Aug 09, 2024
Q2 2024
|
One Degree Advisors Inc
San Diego, CA |
SELL
|
- |
-73- 2.28% |
$7.69K - $7.82K
|
3.12K
$335K
|
|
Jul 31, 2024
Q2 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-69- 1.75% |
$7.27K - $7.39K
|
3.88K
$415K
|
|
Aug 14, 2024
Q2 2024
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-50- 1.65% |
$5.27K - $5.36K
|
2.97K
$318K
|
|
Jul 31, 2024
Q2 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-48- 2.77% |
$5.06K - $5.14K
|
1.68K
$180K
|
|
Aug 14, 2024
Q2 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-20- 0.35% |
$2.11K - $2.14K
|
5.65K
$605K
|
|
Jul 08, 2024
Q2 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-14- 4.22% |
$1.48K - $1.5K
|
318
$34.1K
|
|
Aug 14, 2024
Q2 2024
|
Gateway Advisory, LLC
Westfield, NJ |
SELL
|
- |
-1- 0.04% |
$105 - $107
|
2.68K
$287K
|
|
Q1 2024 | |||||||
May 15, 2024
Q1 2024
|
Barclays PLC
London, X0 |
SELL
|
- |
-928K- 99.94% |
$99.7M - $101M
|
540
$57.8K
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-361K- 4.02% |
$38.8M - $39.3M
|
8.62M
$923M
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-221K- 67.17% |
$23.8M - $24.1M
|
108K
$11.6M
|
|
Apr 22, 2024
Q1 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-80.8K- 98.64% |
$8.67M - $8.78M
|
1.12K
$119K
|
|
May 02, 2024
Q1 2024
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-69.8K- 95.87% |
$7.5M - $7.6M
|
3.01K
$322K
|
|
Apr 30, 2024
Q1 2024
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-21.5K- 83.38% |
$2.31M - $2.34M
|
4.28K
$459K
|
|
Apr 19, 2024
Q1 2024
|
Advisor Resource Council
|
SELL
|
- |
-17.4K- 80.34% |
$1.87M - $1.89M
|
4.26K
$456K
|
|
Apr 17, 2024
Q1 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-6.54K- 16.71% |
$702K - $711K
|
32.6K
$3.49M
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-6.3K- 90.0% |
$677K - $685K
|
700
$75K
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-4.13K- 39.39% |
$443K - $449K
|
6.35K
$680K
|
|
Apr 10, 2024
Q1 2024
|
Conrad Siegel Investment Advisors, Inc.
|
SELL
|
- |
-3.84K- 66.85% |
$413K - $418K
|
1.91K
$204K
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-3.26K- 3.27% |
$350K - $354K
|
96.4K
$10.3M
|
|
May 13, 2024
Q1 2024
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-3.12K- 13.48% |
$335K - $339K
|
20K
$2.14M
|
|
May 07, 2024
Q1 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
SELL
|
- |
-2.38K- 52.71% |
$256K - $259K
|
2.14K
$229K
|
|
Apr 29, 2024
Q1 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-2.36K- 27.92% |
$253K - $257K
|
6.09K
$652K
|
|
May 09, 2024
Q1 2024
|
Investment Management Associates Inc
|
SELL
|
- |
-2.13K- 6.02% |
$228K - $231K
|
33.2K
$3.55M
|
|
Apr 24, 2024
Q1 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-1.9K- 28.49% |
$204K - $206K
|
4.76K
$509K
|
|
May 14, 2024
Q1 2024
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-1.71K- 43.73% |
$183K - $186K
|
2.2K
$235K
|
|
May 09, 2024
Q1 2024
|
Motco
|
SELL
|
- |
-1.24K- 61.59% |
$133K - $135K
|
774
$82.9K
|
|
Oct 31, 2024
Q1 2024
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-928- 20.71% |
$99.7K - $101K
|
3.55K
$380K
|
|
May 07, 2024
Q1 2024
|
Roffman Miller Associates Inc
Philadelphia, PA |
SELL
|
- |
-785- 12.65% |
$84.3K - $85.4K
|
5.42K
$580K
|
|
Apr 12, 2024
Q1 2024
|
Baker Boyer National Bank
|
SELL
|
- |
-553- 17.76% |
$59.4K - $60.1K
|
2.56K
$274K
|
|
Apr 24, 2024
Q1 2024
|
Hartford Financial Management Inc.
|
SELL
|
- |
-466- 28.66% |
$50.1K - $50.7K
|
1.16K
$124K
|
|
May 10, 2024
Q1 2024
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-452- 18.79% |
$48.5K - $49.2K
|
1.95K
$209K
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-355- 5.36% |
$38.1K - $38.6K
|
6.26K
$671K
|
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-300- 79.37% |
$32.2K - $32.6K
|
78
$8.35K
|
|
May 15, 2024
Q1 2024
|
Treynor Bancshares, Inc.
|
SELL
|
- |
-248- 3.2% |
$26.6K - $27K
|
7.5K
$803K
|
|
Apr 22, 2024
Q1 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-233- 7.51% |
$25K - $25.3K
|
2.87K
$307K
|
|
May 03, 2024
Q1 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
SELL
|
- |
-180- 6.42% |
$19.3K - $19.6K
|
2.63K
$281K
|
|
May 02, 2024
Q1 2024
|
Andrew Hill Investment Advisors, Inc.
Naples, FL |
SELL
|
- |
-180- 5.02% |
$19.3K - $19.6K
|
3.4K
$364K
|
|
Apr 16, 2024
Q1 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
SELL
|
- |
-143- 26.83% |
$15.4K - $15.6K
|
390
$41.8K
|
|
May 13, 2024
Q1 2024
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-68- 0.78% |
$7.3K - $7.4K
|
8.67K
$928K
|
|
May 13, 2024
Q1 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-29- 0.09% |
$3.11K - $3.15K
|
34K
$3.65M
|
|
Apr 17, 2024
Q1 2024
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-16- 0.16% |
$1.72K - $1.74K
|
9.75K
$1.04M
|
|
Q4 2023 | |||||||
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-75K- 46.62% |
$7.57M - $8.16M
|
85.9K
$9.2M
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-48K- 31.97% |
$4.85M - $5.23M
|
102K
$10.9M
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-31.4K- 34.44% |
$3.17M - $3.41M
|
59.7K
$6.4M
|
|
Jan 23, 2024
Q4 2023
|
Afs Financial Group, LLC
Bethesda, MD |
SELL
|
- |
-22.6K- 60.85% |
$2.28M - $2.46M
|
14.5K
$1.56M
|
|
Jan 18, 2024
Q4 2023
|
Williams Financial, LLC
Bennington, VT |
SELL
|
- |
-16.5K- 8.79% |
$1.66M - $1.79M
|
171K
$18.3M
|
|
Feb 14, 2024
Q4 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-13.4K- 6.43% |
$1.36M - $1.46M
|
195K
$20.9M
|