Joel Isaacson & Co., LLC Ishares California Muni Bond E Transaction History

Joel Isaacson & Co., LLC

$2.18 Billion
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 15, 2022	SELL	$55.37 - $58.09 $228,456 - $239,679	-4,126 Closed	0 $0
Q2 2021 Jul 20, 2021	BUY	$62.05 - $62.84 $256,018 - $259,277	4,126 New	4,126 $258,000

Others Institutions Holding CMF

# of Institutions

302

Shares Held

38.7M

Call Options Held

5K

Put Options Held

4.5K

Charles Schwab Investment Management Inc San Francisco, CA

11M
Shares

$626 Million
0.12% 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

$77.3 Million
0.01% of portfolio
Ep Wealth Advisors, LLC Torrance, CA

1.31M
Shares

$74.5 Million
0.68% of portfolio
Facet Wealth, Inc.

1.15M
Shares

$65.4 Million
1.79% of portfolio

About ISHARES CALIFORNIA MUNI BOND E

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