Shared Vision Wealth Group LLC Ishares California Muni Bond E Transaction History

Shared Vision Wealth Group LLC

  • $183 Billion
  • Q1 2025

A detailed history of Shared Vision Wealth Group LLC transactions in Ishares California Muni Bond E stock. As of the latest transaction made, Shared Vision Wealth Group LLC holds 11,362 shares of CMF stock, worth $628,545. This represents 0.35% of its overall portfolio holdings.

Number of Shares
11,362
Previous 11,360 0.02%
Holding current value
$628,545
Previous $651 Million 1.72%
% of portfolio
0.35%
Previous 0.34%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 02, 2025
BUY
$55.93 - $57.47 $111 - $114
2 Added 0.02%
11,362 $639 Million
Q4 2024

Feb 06, 2025
BUY
$56.66 - $58.1 $283 - $290
5 Added 0.04%
11,360 $651 Million
Q3 2024

Nov 12, 2024
BUY
$56.65 - $58.17 $148,139 - $152,114
2,615 Added 29.92%
11,355 $660 Million
Q2 2024

Jul 23, 2024
BUY
$56.38 - $57.26 $202,122 - $205,277
3,585 Added 69.54%
8,740 $497 Million
Q1 2024

May 06, 2024
BUY
$57.33 - $58.04 $114 - $116
2 Added 0.04%
5,155 $297 Million
Q4 2023

Feb 07, 2024
BUY
$53.93 - $58.09 $277,901 - $299,337
5,153 New
5,153 $299 Million

Others Institutions Holding CMF

# of Institutions
328
Shares Held
48.9M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES CALIFORNIA MUNI BOND E

CMF Quotes by TradingView
  • Ticker CMF
  • Sector ETFs
  • Industry ETFs
More about CMF
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