Certus Wealth Management, LLC Ishares California Muni Bond E Transaction History

Certus Wealth Management, LLC

$144 Million
Q4 2024

A detailed history of Certus Wealth Management, LLC transactions in Ishares California Muni Bond E stock. As of the latest transaction made, Certus Wealth Management, LLC holds 140,006 shares of CMF stock, worth $8.04 Million. This represents 5.56% of its overall portfolio holdings.

Number of Shares

140,006

Previous 127,830 9.53%

Holding current value

$8.04 Million

Previous $7.43 Million 7.96%

% of portfolio

5.56%

Previous 5.24%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 11, 2025	BUY	$56.66 - $58.1 $689,892 - $707,425	12,176 Added 9.53%	140,006 $8.02 Million
Q3 2024 Nov 12, 2024	BUY	$56.65 - $58.17 $111,997 - $115,002	1,977 Added 1.57%	127,830 $7.43 Million
Q2 2024 Aug 02, 2024	BUY	$56.38 - $57.26 $576,598 - $585,598	10,227 Added 8.84%	125,853 $7.16 Million
Q1 2024 May 06, 2024	BUY	$57.33 - $58.04 $2.43 Million - $2.46 Million	42,392 Added 57.89%	115,626 $6.65 Million
Q4 2023 Feb 09, 2024	BUY	$53.93 - $58.09 $1.25 Million - $1.35 Million	23,185 Added 46.32%	73,234 $4.24 Million
Q3 2023 Nov 02, 2023	BUY	$54.65 - $57.2 $1.07 Million - $1.12 Million	19,646 Added 64.62%	50,049 $2.74 Million
Q2 2023 Aug 10, 2023	BUY	$56.03 - $57.9 $1.7 Million - $1.76 Million	30,403 New	30,403 $1.73 Billion

Others Institutions Holding CMF

# of Institutions

313

Shares Held

39.5M

Call Options Held

Put Options Held

View Full List

About ISHARES CALIFORNIA MUNI BOND E

Ticker CMF
Sector ETFs
Industry ETFs

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Certus Wealth Management, LLC Ishares California Muni Bond E Transaction History