A detailed history of Adviser Investments LLC transactions in Ishares California Muni Bond E stock. As of the latest transaction made, Adviser Investments LLC holds 361,051 shares of CMF stock, worth $20.6 Million. This represents 0.26% of its overall portfolio holdings.

Number of Shares
361,051
Previous 331,900 8.78%
Holding current value
$20.6 Million
Previous $18.9 Million 11.13%
% of portfolio
0.26%
Previous 0.25%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 08, 2024

BUY
$56.65 - $58.17 $1.65 Million - $1.7 Million
29,151 Added 8.78%
361,051 $21 Million
Q2 2024

Aug 12, 2024

SELL
$56.38 - $57.26 $103,570 - $105,186
-1,837 Reduced 0.55%
331,900 $18.9 Million
Q1 2024

Apr 29, 2024

BUY
$57.33 - $58.04 $82,497 - $83,519
1,439 Added 0.43%
333,737 $19.2 Million
Q4 2023

Feb 01, 2024

SELL
$53.93 - $58.09 $90,494 - $97,475
-1,678 Reduced 0.5%
332,298 $19.3 Million
Q3 2023

Oct 11, 2023

SELL
$54.65 - $57.2 $90,937 - $95,180
-1,664 Reduced 0.5%
333,976 $18.3 Million
Q2 2023

Aug 04, 2023

BUY
$56.03 - $57.9 $6,163 - $6,369
110 Added 0.03%
335,640 $19.1 Million
Q1 2023

Apr 25, 2023

BUY
$55.81 - $57.67 $169,048 - $174,682
3,029 Added 0.91%
335,530 $19.3 Million
Q4 2022

Jan 19, 2023

BUY
$53.99 - $56.91 $13.5 Million - $14.2 Million
250,004 Added 303.05%
332,501 $0
Q3 2022

Oct 14, 2022

BUY
$54.22 - $57.98 $34,267 - $36,643
632 Added 0.77%
82,497 $4.47 Million
Q2 2022

Jul 14, 2022

BUY
$55.37 - $58.09 $4.53 Million - $4.76 Million
81,865 New
81,865 $4.62 Million

Others Institutions Holding CMF

About ISHARES CALIFORNIA MUNI BOND E


  • Ticker CMF
  • Sector ETFs
  • Industry ETFs
More about CMF
Track This Portfolio

Track Adviser Investments LLC Portfolio

Follow Adviser Investments LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Adviser Investments LLC, based on Form 13F filings with the SEC.

News

Stay updated on Adviser Investments LLC with notifications on news.