Tfg Advisers LLC Ishares California Muni Bond E Transaction History

Tfg Advisers LLC

$274 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 Apr 24, 2020	SELL	$53.78 - $62.95 $52,596 - $61,565	-978 Closed	0 $0
Q4 2019 Mar 16, 2020	BUY	$60.79 - $61.64 $59,452 - $60,283	978 New	978 $59,000

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

$754 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

$77.4 Million
0.01% of portfolio
Ep Wealth Advisors, LLC Torrance, CA

1.31M
Shares

$74.6 Million
0.68% of portfolio
Facet Wealth, Inc.

992K
Shares

$56.5 Million
1.6% of portfolio

About ISHARES CALIFORNIA MUNI BOND E

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