Icon Wealth Advisors, LLC Ishares National Muni Bond ETF Transaction History
Icon Wealth Advisors, LLC
- $1.37 Billion
- Q3 2025
A detailed history of Icon Wealth Advisors, LLC transactions in Ishares National Muni Bond ETF stock. As of the latest transaction made, Icon Wealth Advisors, LLC holds 223,120 shares of MUB stock, worth $23.9 Million. This represents 1.73% of its overall portfolio holdings.
Number of Shares
223,120
Previous 273,566
18.44%
Holding current value
$23.9 Million
Previous $28.6 Million
16.87%
% of portfolio
1.73%
Previous 2.15%
Shares
11 transactions
Others Institutions Holding MUB
# of Institutions
1,763Shares Held
308MCall Options Held
4.99MPut Options Held
3.46M-
Bank Of America Corp Charlotte, NC33.6MShares$3.59 Billion0.25% of portfolio
-
Betterment LLC New York, NY17.3MShares$1.86 Billion3.65% of portfolio
-
Envestnet Asset Management Inc14.3MShares$1.53 Billion0.47% of portfolio
-
Creative Planning Overland Park, KS13.2MShares$1.41 Billion1.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC10.5MShares$1.12 Billion0.35% of portfolio