Bell Investment Advisors, Inc Ishares California Muni Bond E Transaction History

Bell Investment Advisors, Inc

$538 Million
Q1 2025

A detailed history of Bell Investment Advisors, Inc transactions in Ishares California Muni Bond E stock. As of the latest transaction made, Bell Investment Advisors, Inc holds 74,152 shares of CMF stock, worth $4.1 Million. This represents 0.78% of its overall portfolio holdings.

Number of Shares

74,152

Previous 64,206 15.49%

Holding current value

$4.1 Million

Previous $3.68 Million 13.49%

% of portfolio

0.78%

Previous 0.69%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	BUY	$55.93 - $57.47 $556,279 - $571,596	9,946 Added 15.49%	74,152 $4.17 Million
Q4 2024 Feb 07, 2025	BUY	$56.66 - $58.1 $274,970 - $281,959	4,853 Added 8.18%	64,206 $3.68 Million
Q3 2024 Nov 13, 2024	BUY	$56.65 - $58.17 $207,508 - $213,076	3,663 Added 6.58%	59,353 $3.45 Million
Q2 2024 Aug 07, 2024	BUY	$56.38 - $57.26 $46,006 - $46,724	816 Added 1.49%	55,690 $3.17 Million
Q1 2024 May 08, 2024	BUY	$57.33 - $58.04 $230,925 - $233,785	4,028 Added 7.92%	54,874 $3.16 Million
Q4 2023 Feb 14, 2024	BUY	$53.93 - $58.09 $113,199 - $121,930	2,099 Added 4.31%	50,846 $2.95 Million
Q3 2023 Nov 08, 2023	BUY	$54.65 - $57.2 $2.54 Million - $2.66 Million	46,418 Added 1993.04%	48,747 $2.67 Million
Q2 2023 Aug 09, 2023	BUY	$56.03 - $57.9 $130,493 - $134,849	2,329 New	2,329 $132,000

Others Institutions Holding CMF

# of Institutions

334

Shares Held

48.4M

Call Options Held

Put Options Held

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About ISHARES CALIFORNIA MUNI BOND E

Ticker CMF
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Bell Investment Advisors, Inc Ishares California Muni Bond E Transaction History