Institutional & Family Asset Management, LLC Ishares National Muni Bond ETF Transaction History

Institutional & Family Asset Management, LLC

$846 Million
Q2 2024

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 06, 2024	BUY	$100.97 - $108.77 $399,033 - $429,859	3,952 New	3,952 $428,000

Others Institutions Holding MUB

# of Institutions

1,509

Shares Held

304M

Call Options Held

506K

Put Options Held

427K

Bank Of America Corp Charlotte, NC

25.6M
Shares

$2.78 Billion
0.23% of portfolio
Envestnet Asset Management Inc

19.2M
Shares

$2.09 Billion
0.69% of portfolio
Betterment LLC New York, NY

16.9M
Shares

$1.83 Billion
4.41% of portfolio
Creative Planning Overland Park, KS

12.6M
Shares

$1.37 Billion
1.36% of portfolio
Wealthfront Advisers LLC

9.74M
Shares

$1.06 Billion
3.29% of portfolio

View Full List

About ISHARES NATIONAL MUNI BOND ETF

Ticker MUB
Sector ETFs
Industry ETFs

More about MUB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Institutional & Family Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Institutional & Family Asset Management, LLC with notifications on news.

Account