Avestar Capital, LLC Ishares California Muni Bond E Transaction History

Avestar Capital, LLC

$965 Million
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2019 Nov 14, 2019	SELL	$60.49 - $61.99 $15,122 - $15,497	-250 Closed	0 $0
Q4 2018 Jan 25, 2019	BUY	$56.95 - $58.45 $14,237 - $14,612	250 New	250 $14,000

Others Institutions Holding CMF

# of Institutions

264

Shares Held

32.7M

Call Options Held

6K

Put Options Held

4.5K

Charles Schwab Investment Management Inc San Francisco, CA

9.61M
Shares

$555 Million
0.11% of portfolio
Morgan Stanley New York, NY

1.79M
Shares

$103 Million
0.01% of portfolio
Ep Wealth Advisors, LLC Torrance, CA

1.27M
Shares

$73.6 Million
0.78% of portfolio
Bank Of America Corp Charlotte, NC

1.04M
Shares

$60.3 Million
0.01% of portfolio
Mariner, LLC Overland Park, KS

825K
Shares

$47.7 Million
0.09% of portfolio

About ISHARES CALIFORNIA MUNI BOND E

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