Principal Financial Group Inc Ishares California Muni Bond E Transaction History

Principal Financial Group Inc

$1.66 Trillion
Q3 2024

Shares

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 10, 2022	BUY	$55.37 - $58.09 $1.3 Million - $1.36 Million	23,402 New	23,402 $1.32 Million
Q1 2022 May 09, 2022	SELL	$58.05 - $62.27 $3.16 Million - $3.39 Million	-54,424 Closed	0 $0
Q4 2021 Feb 09, 2022	SELL	$61.79 - $62.37 $105,784 - $106,777	-1,712 Reduced 3.05%	54,424 $3.39 Million
Q3 2021 Nov 09, 2021	BUY	$62.08 - $62.98 $1.65 Million - $1.67 Million	26,558 Added 89.79%	56,136 $3.49 Million
Q1 2021 May 10, 2021	SELL	$61.72 - $63.18 $802,360 - $821,340	-13,000 Reduced 30.53%	29,578 $1.84 Million
Q4 2020 Feb 08, 2021	SELL	$61.84 - $62.92 $3.53 Million - $3.6 Million	-57,153 Reduced 57.31%	42,578 $2.68 Million
Q2 2020 Aug 05, 2020	BUY	$58.99 - $62.38 $3.52 Million - $3.72 Million	59,659 Added 148.88%	99,731 $6.2 Million
Q1 2020 May 12, 2020	SELL	$53.78 - $62.95 $5.43 Million - $6.36 Million	-101,046 Reduced 71.6%	40,072 $2.43 Million
Q4 2019 Feb 05, 2020	SELL	$60.79 - $61.64 $9.26 Million - $9.39 Million	-152,292 Reduced 51.9%	141,118 $8.64 Million
Q3 2019 Nov 13, 2019	BUY	$60.49 - $61.99 $9.43 Million - $9.66 Million	155,910 Added 113.39%	293,410 $18 Million
Q2 2019 Aug 12, 2019	BUY	$59.26 - $60.67 $8.15 Million - $8.34 Million	137,500 New	137,500 $8.34 Million
Q1 2018 May 14, 2018	SELL	$58.0 - $59.3 $2.96 Million - $3.02 Million	-51,000 Closed	0 $0
Q4 2017 Feb 13, 2018	BUY	$58.67 - $59.59 $528,030 - $536,310	9,000 Added 21.43%	51,000 $3.02 Million
Q3 2017 Nov 02, 2017	BUY	$59.22 - $59.45 $2.49 Million - $2.5 Million	42,000	42,000 $4.98 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

$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

About ISHARES CALIFORNIA MUNI BOND E

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