Ballast Advisors LLC Ishares California Muni Bond E Transaction History
Ballast Advisors LLC
- $361 Million
- Q3 2025
A detailed history of Ballast Advisors LLC transactions in Ishares California Muni Bond E stock. As of the latest transaction made, Ballast Advisors LLC holds 410 shares of CMF stock, worth $23,513. This represents 0.01% of its overall portfolio holdings.
Number of Shares
410
Previous 410
-0.0%
Holding current value
$23,513
Previous $22,000
4.55%
% of portfolio
0.01%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding CMF
# of Institutions
350Shares Held
42.1MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA7.74MShares$444 Million0.07% of portfolio
-
Wealthfront Advisers LLC3.96MShares$227 Million0.54% of portfolio
-
Morgan Stanley New York, NY1.77MShares$101 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC1.64MShares$94.1 Million0.01% of portfolio
-
Bailard, Inc.1.43MShares$82.3 Million1.84% of portfolio