Vista Investment Management Ishares California Muni Bond E Transaction History

Vista Investment Management

$250 Million
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Aug 16, 2021	SELL	$62.05 - $62.84 $213,389 - $216,106	-3,439 Closed	0 $0
Q4 2020 Feb 12, 2021	BUY	$61.84 - $62.92 $212,667 - $216,381	3,439 New	3,439 $216,000

Others Institutions Holding CMF

# of Institutions

312

Shares Held

39.5M

Call Options Held

0

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

11M
Shares

$630 Million
0.12% of portfolio
Morgan Stanley New York, NY

1.84M
Shares

$106 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

1.69M
Shares

$97.1 Million
0.01% of portfolio
Ep Wealth Advisors, LLC Torrance, CA

1.42M
Shares

$81.6 Million
0.69% of portfolio
Facet Wealth, Inc.

1.15M
Shares

$65.9 Million
1.79% of portfolio

About ISHARES CALIFORNIA MUNI BOND E

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