Bradley & Co. Private Wealth Management, LLC Ishares California Muni Bond E Transaction History

Bradley & Co. Private Wealth Management, LLC

  • $162 Million
  • Q2 2025

A detailed history of Bradley & Co. Private Wealth Management, LLC transactions in Ishares California Muni Bond E stock. As of the latest transaction made, Bradley & Co. Private Wealth Management, LLC holds 3,205 shares of CMF stock, worth $184,255. This represents 0.11% of its overall portfolio holdings.

Number of Shares
3,205
Previous 3,205 -0.0%
Holding current value
$184,255
Previous $180,000 1.11%
% of portfolio
0.11%
Previous 0.12%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 26, 2024
SELL
$57.33 - $58.04 $44,832 - $45,387
-782 Reduced 19.61%
3,205 $184,000
Q4 2022

Feb 13, 2023
BUY
$53.99 - $56.91 $8,584 - $9,048
159 Added 4.15%
3,987 $223,000
Q2 2022

Jul 25, 2022
SELL
$55.37 - $58.09 $1.18 Million - $1.23 Million
-21,224 Reduced 84.72%
3,828 $216,000
Q1 2022

May 06, 2022
SELL
$58.05 - $62.27 $1.47 Million - $1.58 Million
-25,324 Reduced 50.27%
25,052 $1.46 Million
Q4 2021

Jan 21, 2022
BUY
$61.79 - $62.37 $236,532 - $238,752
3,828 Added 8.22%
50,376 $3.14 Million
Q3 2021

Nov 05, 2021
BUY
$62.08 - $62.98 $56,616 - $57,437
912 Added 2.0%
46,548 $2.89 Million
Q2 2021

Aug 09, 2021
BUY
$62.05 - $62.84 $195,829 - $198,323
3,156 Added 7.43%
45,636 $2.86 Million
Q1 2021

May 12, 2021
BUY
$61.72 - $63.18 $2.62 Million - $2.68 Million
42,480 New
42,480 $2.64 Million

Others Institutions Holding CMF

# of Institutions
343
Shares Held
47.4M
Call Options Held
0
Put Options Held
0
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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