Welch & Forbes LLC Ishares California Muni Bond E Transaction History

Welch & Forbes LLC

$7.64 Billion
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 04, 2024	BUY	$56.65 - $58.17 $197,085 - $202,373	3,479 New	3,479 $202,000
Q4 2023 Feb 06, 2024	BUY	$53.93 - $58.09 $187,622 - $202,095	3,479 New	3,479 $201,000

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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