Westside Investment Management, Inc. Ishares California Muni Bond E Transaction History

Westside Investment Management, Inc.

$469 Billion
Q1 2025

A detailed history of Westside Investment Management, Inc. transactions in Ishares California Muni Bond E stock. As of the latest transaction made, Westside Investment Management, Inc. holds 41,727 shares of CMF stock, worth $2.32 Million. This represents 0.5% of its overall portfolio holdings.

Number of Shares

41,727

Previous 43,084 3.15%

Holding current value

$2.32 Million

Previous $2.47 Billion 4.84%

% of portfolio

0.5%

Previous 0.52%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 25, 2025	SELL	$55.93 - $57.47 $75,897 - $77,986	-1,357 Reduced 3.15%	41,727 $2.35 Billion
Q4 2024 Jan 17, 2025	BUY	$56.66 - $58.1 $128,278 - $131,538	2,264 Added 5.55%	43,084 $2.47 Billion
Q3 2024 Nov 20, 2024	SELL	$56.65 - $58.17 $5,665 - $5,817	-100 Reduced 0.24%	40,820 $2.37 Billion
Q2 2024 Jul 17, 2024	BUY	$56.38 - $57.26 $50,742 - $51,534	900 Added 2.25%	40,920 $2.33 Billion
Q1 2024 Apr 19, 2024	BUY	$57.33 - $58.04 $20,065 - $20,314	350 Added 0.88%	40,020 $2.3 Billion
Q4 2023 Jan 12, 2024	BUY	$53.93 - $58.09 $115,841 - $124,777	2,148 Added 5.72%	39,670 $2.3 Billion
Q3 2023 Nov 15, 2023	BUY	$54.65 - $57.2 $121,323 - $126,984	2,220 Added 6.29%	37,522 $2.06 Billion
Q2 2023 Jul 14, 2023	BUY	$56.03 - $57.9 $352,989 - $364,770	6,300 Added 21.72%	35,302 $2.01 Billion
Q1 2023 May 17, 2023	BUY	$55.81 - $57.67 $262,307 - $271,049	4,700 Added 19.34%	29,002 $1.67 Billion
Q4 2022 Jan 31, 2023	BUY	$53.99 - $56.91 $467,013 - $492,271	8,650 Added 55.26%	24,302 $29.5 Million
Q3 2022 Nov 09, 2022	BUY	$54.22 - $57.98 $439,182 - $469,638	8,100 Added 107.26%	15,652 $848,000
Q2 2022 Jul 15, 2022	SELL	$55.37 - $58.09 $914,823 - $959,762	-16,522 Reduced 68.63%	7,552 $426,000
Q1 2022 Apr 25, 2022	SELL	$58.05 - $62.27 $74,013 - $79,394	-1,275 Reduced 5.03%	24,074 $1.4 Million
Q4 2021 Feb 15, 2022	BUY	$61.79 - $62.37 $444,888 - $449,064	7,200 Added 39.67%	25,349 $1.58 Million
Q3 2021 Oct 27, 2021	BUY	$62.08 - $62.98 $635,699 - $644,915	10,240 Added 129.47%	18,149 $1.13 Million
Q2 2021 Jul 28, 2021	BUY	$62.05 - $62.84 $321,481 - $325,574	5,181 Added 189.92%	7,909 $495,000
Q1 2021 Apr 14, 2021	BUY	$61.72 - $63.18 $30,860 - $31,590	500 Added 22.44%	2,728 $169,000
Q4 2020 Jan 15, 2021	SELL	$61.84 - $62.92 $24,736 - $25,168	-400 Reduced 15.22%	2,228 $139,000
Q2 2018 Aug 13, 2018	SELL	$57.73 - $58.7 $19,628 - $19,958	-340 Reduced 11.46%	2,628 $0
Q1 2018 Apr 16, 2018	SELL	$58.0 - $59.3 $94,424 - $96,540	-1,628 Reduced 35.42%	2,968 $0
Q4 2017 Feb 15, 2018	BUY	$58.67 - $59.59 $134,823 - $136,937	2,298 Added 100.0%	4,596 $0
Q2 2017 Aug 15, 2017	BUY	N/A	2,298	2,298 $0

Others Institutions Holding CMF

# of Institutions

328

Shares Held

49M

Call Options Held

Put Options Held

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About ISHARES CALIFORNIA MUNI BOND E

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Westside Investment Management, Inc. Ishares California Muni Bond E Transaction History