Aj Wealth Strategies, LLC Ishares California Muni Bond E Transaction History

Aj Wealth Strategies, LLC

  • $2.07 Billion
  • Q2 2023

A detailed history of Aj Wealth Strategies, LLC transactions in Ishares California Muni Bond E stock. As of the latest transaction made, Aj Wealth Strategies, LLC holds 73,339 shares of CMF stock, worth $4.18 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares
73,339
Previous 73,033 0.42%
Holding current value
$4.18 Million
Previous $4.19 Million 0.41%
% of portfolio
0.2%
Previous 0.22%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Jul 20, 2023
BUY
$56.03 - $57.9 $17,145 - $17,717
306 Added 0.42%
73,339 $4.18 Million
Q1 2023

Apr 28, 2023
BUY
$55.81 - $57.67 $11,887 - $12,283
213 Added 0.29%
73,033 $4.19 Million
Q4 2022

Jan 25, 2023
BUY
$53.99 - $56.91 $3.12 Million - $3.28 Million
57,716 Added 382.12%
72,820 $4.09 Million
Q2 2022

Aug 04, 2022
SELL
$55.37 - $58.09 $69,046 - $72,438
-1,247 Reduced 7.63%
15,104 $853,000
Q1 2020

May 15, 2020
SELL
$53.78 - $62.95 $186,885 - $218,751
-3,475 Reduced 17.53%
16,351 $990,000
Q2 2018

Jul 19, 2018
BUY
$57.73 - $58.7 $82,669 - $84,058
1,432 Added 7.79%
19,826 $1.16 Million
Q4 2017

Jul 19, 2018
BUY
$58.67 - $59.59 $446,772 - $453,777
7,615 Added 70.65%
18,394 $1.09 Million
Q3 2017

Jul 19, 2018
SELL
$59.22 - $59.45 $394,345 - $395,877
-6,659 Reduced 38.19%
10,779 $1.28 Million
Q2 2017

Jul 19, 2018
BUY
N/A
2,138 Added 13.97%
17,438 $2.05 Million
Q1 2017

Jul 19, 2018
SELL
N/A
-18,253 Reduced 54.4%
15,300 $1.78 Million
Q4 2016

Jul 19, 2018
BUY
N/A
33,553
33,553 $3.88 Million

Others Institutions Holding CMF

# of Institutions
295
Shares Held
39.4M
Call Options Held
5K
Put Options Held
4.5K
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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