Dowling & Yahnke LLC Ishares California Muni Bond E Transaction History

Dowling & Yahnke LLC

$215 Million
Q3 2022

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 May 15, 2020	SELL	$53.78 - $62.95 $2,689 - $3,147	-50 Closed	0 $0
Q4 2019 Jan 27, 2020	BUY	$60.79 - $61.64 $3,039 - $3,082	50 New	50 $3,000

Others Institutions Holding CMF

# of Institutions

289

Shares Held

38.8M

Call Options Held

5K

Put Options Held

4.5K

Charles Schwab Investment Management Inc San Francisco, CA

13.2M
Shares

$752 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

$77.2 Million
0.01% of portfolio
Ep Wealth Advisors, LLC Torrance, CA

1.31M
Shares

$74.4 Million
0.68% of portfolio
Facet Wealth, Inc.

992K
Shares

$56.3 Million
1.6% of portfolio

About ISHARES CALIFORNIA MUNI BOND E

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