Clear Perspectives Financial Planning, LLC Ishares National Muni Bond ETF Transaction History

Clear Perspectives Financial Planning, LLC

$178 Million
Q1 2023

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Nov 05, 2021	SELL	$116.12 - $117.94 $23,224 - $23,588	-200 Closed	0 $0
Q4 2020 Feb 01, 2021	BUY	$115.08 - $117.2 $23,016 - $23,440	200 New	200 $23,000

Others Institutions Holding MUB

# of Institutions

1,648

Shares Held

327M

Call Options Held

697K

Put Options Held

1.36M

Bank Of America Corp Charlotte, NC

30.9M
Shares

$3.31 Billion
0.28% of portfolio
Envestnet Asset Management Inc

20.4M
Shares

$2.18 Billion
0.72% of portfolio
Betterment LLC New York, NY

18.3M
Shares

$1.96 Billion
4.68% of portfolio
Creative Planning Overland Park, KS

13.2M
Shares

$1.42 Billion
1.37% of portfolio
Wells Fargo & Company San Francisco, CA

10.6M
Shares

$1.14 Billion
0.26% of portfolio

View Full List

About ISHARES NATIONAL MUNI BOND ETF

Ticker MUB
Sector ETFs
Industry ETFs

More about MUB

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