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

Shared Vision Wealth Group LLC

$200 Billion
Q2 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 4,507 shares of CMF stock, worth $250,634. This represents 0.12% of its overall portfolio holdings.

Number of Shares

4,507

Previous 11,362 60.33%

Holding current value

$250,634

Previous $639 Million 60.92%

% of portfolio

0.12%

Previous 0.35%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 07, 2025	SELL	$54.52 - $56.7 $373,734 - $388,678	-6,855 Reduced 60.33%	4,507 $250 Million
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

334

Shares Held

48.8M

Call Options Held

Put Options Held

View Full List

About ISHARES CALIFORNIA MUNI BOND E

Ticker CMF
Sector ETFs
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Shared Vision Wealth Group LLC Ishares California Muni Bond E Transaction History