Pathstone Family Office, LLC Ishares California Muni Bond E Transaction History

Pathstone Family Office, LLC

$15.6 Billion
Q3 2023

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 16, 2022	SELL	$58.05 - $62.27 $189,939 - $203,747	-3,272 Closed	0 $0
Q4 2020 Feb 16, 2021	BUY	$61.84 - $62.92 $202,340 - $205,874	3,272 New	3,272 $206,000

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

$557 Million
0.11% of portfolio
Morgan Stanley New York, NY

1.79M
Shares

$104 Million
0.01% of portfolio
Ep Wealth Advisors, LLC Torrance, CA

1.27M
Shares

$73.9 Million
0.78% of portfolio
Bank Of America Corp Charlotte, NC

1.04M
Shares

$60.6 Million
0.01% of portfolio
Mariner, LLC Overland Park, KS

825K
Shares

$47.9 Million
0.09% of portfolio

About ISHARES CALIFORNIA MUNI BOND E

Ticker CMF
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