Sheets Smith Wealth Management Ishares California Muni Bond E Transaction History

Sheets Smith Wealth Management

$807 Million
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Oct 23, 2023	BUY	$54.65 - $57.2 $55,032 - $57,600	1,007 New	1,007 $55,000

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

About ISHARES CALIFORNIA MUNI BOND E

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