Credit Suisse Ag Ishares California Muni Bond E Transaction History

Credit Suisse Ag

$101 Billion
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 May 13, 2020	SELL	$53.78 - $62.95 $1.08 Million - $1.26 Million	-20,000 Closed	0 $0
Q4 2019 Feb 12, 2020	BUY	$60.79 - $61.64 $1.22 Million - $1.23 Million	20,000 New	20,000 $1.23 Million

Others Institutions Holding CMF

# of Institutions

289

Shares Held

38.7M

Call Options Held

5K

Put Options Held

4.5K

Charles Schwab Investment Management Inc San Francisco, CA

13.2M
Shares

$768 Million
0.15% of portfolio
Morgan Stanley New York, NY

1.8M
Shares

$104 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

1.36M
Shares

$78.8 Million
0.01% of portfolio
Ep Wealth Advisors, LLC Torrance, CA

1.31M
Shares

$75.9 Million
0.68% of portfolio
Facet Wealth, Inc.

992K
Shares

$57.5 Million
1.6% of portfolio

About ISHARES CALIFORNIA MUNI BOND E

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