Shufro Rose & CO LLC Ishares California Muni Bond E Transaction History

Shufro Rose & CO LLC

$1.27 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2020 Feb 03, 2021	SELL	$61.84 - $62.92 $446,237 - $454,030	-7,216 Closed	0 $0
Q1 2020 Apr 22, 2020	BUY	$53.78 - $62.95 $388,076 - $454,247	7,216 New	7,216 $437,000

Others Institutions Holding CMF

# of Institutions

288

Shares Held

38.6M

Call Options Held

5K

Put Options Held

4.5K

Charles Schwab Investment Management Inc San Francisco, CA

13.2M
Shares

$762 Million
0.15% of portfolio
Morgan Stanley New York, NY

1.8M
Shares

$103 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

1.36M
Shares

$78.2 Million
0.01% of portfolio
Ep Wealth Advisors, LLC Torrance, CA

1.31M
Shares

$75.4 Million
0.68% of portfolio
Facet Wealth, Inc.

992K
Shares

$57.1 Million
1.6% of portfolio

About ISHARES CALIFORNIA MUNI BOND E

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