Perkins Coie Trust CO Ishares California Muni Bond E Transaction History

Perkins Coie Trust CO

$436 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 Apr 12, 2023	SELL	$55.81 - $57.67 $110,559 - $114,244	-1,981 Reduced 22.01%	7,019 $403,000
Q4 2017 Jan 12, 2018	BUY	$58.67 - $59.59 $528,030 - $536,310	9,000	9,000 $532,000

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

$756 Million
0.15% of portfolio
Morgan Stanley New York, NY

1.8M
Shares

$102 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

1.36M
Shares

$77.5 Million
0.01% of portfolio
Ep Wealth Advisors, LLC Torrance, CA

1.31M
Shares

$74.7 Million
0.68% of portfolio
Facet Wealth, Inc.

992K
Shares

$56.6 Million
1.6% of portfolio

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