Wfa Of San Diego, LLC Ishares California Muni Bond E Transaction History

Wfa Of San Diego, LLC

$116 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Jan 31, 2023	BUY	$53.99 - $56.91 $8,800 - $9,276	163 New	163 $9,000
Q2 2022 Jul 28, 2022	BUY	$55.37 - $58.09 $9,246 - $9,701	167 New	167 $9,000

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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