White Lighthouse Investment Management Inc. Ishares California Muni Bond E Transaction History

White Lighthouse Investment Management Inc.

$556 Million
Q3 2024

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Jul 20, 2022	SELL	$55.37 - $58.09 $13,842 - $14,522	-250 Reduced 5.88%	4,000 $226,000
Q1 2022 Apr 20, 2022	SELL	$58.05 - $62.27 $135,024 - $144,840	-2,326 Reduced 35.37%	4,250 $247,000
Q4 2021 Jan 12, 2022	BUY	$61.79 - $62.37 $10,318 - $10,415	167 Added 2.61%	6,576 $410,000
Q2 2021 Jul 26, 2021	BUY	$62.05 - $62.84 $397,678 - $402,741	6,409 New	6,409 $401,000

Others Institutions Holding CMF

# of Institutions

289

Shares Held

38.7M

Call Options Held

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

View Full List

About ISHARES CALIFORNIA MUNI BOND E

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