Apella Capital, LLC Ishares California Muni Bond E Transaction History

Apella Capital, LLC

$2.54 Billion
Q4 2024

A detailed history of Apella Capital, LLC transactions in Ishares California Muni Bond E stock. As of the latest transaction made, Apella Capital, LLC holds 37,105 shares of CMF stock, worth $2.1 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares

37,105

Previous 40,873 9.22%

Holding current value

$2.1 Million

Previous $2.38 Million 10.53%

% of portfolio

0.08%

Previous 0.1%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 14, 2025	SELL	$56.66 - $58.1 $213,494 - $218,920	-3,768 Reduced 9.22%	37,105 $2.13 Million
Q3 2024 Oct 03, 2024	BUY	$56.65 - $58.17 $586,724 - $602,466	10,357 Added 33.94%	40,873 $2.38 Million
Q2 2024 Jul 10, 2024	BUY	$56.38 - $57.26 $268,876 - $273,072	4,769 Added 18.52%	30,516 $1.74 Million
Q1 2024 Apr 10, 2024	SELL	$57.33 - $58.04 $38,181 - $38,654	-666 Reduced 2.52%	25,747 $1.48 Million
Q4 2023 Jan 05, 2024	BUY	$53.93 - $58.09 $399,837 - $430,679	7,414 Added 39.02%	26,413 $1.53 Million
Q3 2023 Oct 10, 2023	BUY	$54.65 - $57.2 $16,285 - $17,045	298 Added 1.59%	18,999 $1.04 Million
Q2 2023 Jul 06, 2023	BUY	$56.03 - $57.9 $198,402 - $205,023	3,541 Added 23.36%	18,701 $1.07 Million
Q4 2022 Jan 10, 2023	SELL	$53.99 - $56.91 $157,866 - $166,404	-2,924 Reduced 16.17%	15,160 $0
Q3 2022 Oct 11, 2022	SELL	$54.22 - $57.98 $15,018 - $16,060	-277 Reduced 1.51%	18,084 $981,000
Q2 2022 Jul 08, 2022	BUY	$55.37 - $58.09 $2,602 - $2,730	47 Added 0.26%	18,361 $1.04 Million
Q1 2022 Apr 11, 2022	SELL	$58.05 - $62.27 $35,642 - $38,233	-614 Reduced 3.24%	18,314 $1.07 Million
Q4 2021 Jan 13, 2022	BUY	$61.79 - $62.37 $152,374 - $153,804	2,466 Added 14.98%	18,928 $1.18 Million
Q3 2021 Oct 12, 2021	SELL	$62.08 - $62.98 $70,212 - $71,230	-1,131 Reduced 6.43%	16,462 $1.02 Million
Q2 2021 Jul 02, 2021	BUY	$62.05 - $62.84 $265,263 - $268,641	4,275 Added 32.1%	17,593 $1.1 Million
Q1 2021 Apr 15, 2021	SELL	$61.72 - $63.18 $4,320 - $4,422	-70 Reduced 0.52%	13,318 $827,000
Q4 2020 Feb 18, 2021	BUY	$61.84 - $62.92 $128,998 - $131,251	2,086 Added 18.46%	13,388 $841,000
Q3 2020 Oct 22, 2020	BUY	$62.0 - $63.15 $45,136 - $45,973	728 Added 6.88%	11,302 $705,000
Q2 2020 Jul 20, 2020	SELL	$58.99 - $62.38 $37,222 - $39,361	-631 Reduced 5.63%	10,574 $657,000
Q1 2020 May 14, 2020	BUY	$53.78 - $62.95 $602,604 - $705,354	11,205 New	11,205 $678,000

Others Institutions Holding CMF

# of Institutions

314

Shares Held

39.5M

Call Options Held

Put Options Held

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About ISHARES CALIFORNIA MUNI BOND E

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Apella Capital, LLC Ishares California Muni Bond E Transaction History