Financial Planning & Information Services, Inc. Ishares National Muni Bond ETF Transaction History

Financial Planning & Information Services, Inc.

$725 Million
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 19, 2022	SELL	$104.73 - $109.51 $124,838 - $130,535	-1,192 Reduced 35.11%	2,203 $234,000
Q1 2022 Apr 19, 2022	BUY	$109.33 - $116.18 $371,175 - $394,431	3,395 New	3,395 $372,000

Others Institutions Holding MUB

# of Institutions

1,516

Shares Held

304M

Call Options Held

506K

Put Options Held

427K

Bank Of America Corp Charlotte, NC

25.6M
Shares

$2.7 Billion
0.23% of portfolio
Envestnet Asset Management Inc

19.2M
Shares

$2.03 Billion
0.69% of portfolio
Betterment LLC New York, NY

16.9M
Shares

$1.78 Billion
4.41% of portfolio
Creative Planning Overland Park, KS

12.6M
Shares

$1.33 Billion
1.36% of portfolio
Wealthfront Advisers LLC

9.74M
Shares

$1.03 Billion
3.29% of portfolio

View Full List

About ISHARES NATIONAL MUNI BOND ETF

Ticker MUB
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