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

Certus Wealth Management, LLC

  • $155 Million
  • Q3 2025

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 127,232 shares of CMF stock, worth $7.3 Million. This represents 4.67% of its overall portfolio holdings.

Number of Shares
127,232
Previous 142,019 10.41%
Holding current value
$7.3 Million
Previous $7.92 Million 8.32%
% of portfolio
4.67%
Previous 5.32%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 07, 2025
SELL
$55.16 - $57.13 $815,650 - $844,781
-14,787 Reduced 10.41%
127,232 $7.26 Million
Q2 2025

Jul 24, 2025
SELL
$54.52 - $56.7 $54 - $56
-1 Reduced -0.0%
142,019 $7.92 Million
Q1 2025

May 13, 2025
BUY
$55.93 - $57.47 $112,643 - $115,744
2,014 Added 1.44%
142,020 $7.99 Million
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
349
Shares Held
42.1M
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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