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

Certus Wealth Management, LLC

$142 Million
Q3 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 127,830 shares of CMF stock, worth $7.36 Million. This represents 5.24% of its overall portfolio holdings.

Number of Shares

127,830

Previous 125,853 1.57%

Holding current value

$7.36 Million

Previous $7.16 Million 3.77%

% of portfolio

5.24%

Previous 5.52%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

288

Shares Held

38.6M

Call Options Held

Put Options Held

4.5K

View Full List

About ISHARES CALIFORNIA MUNI BOND E

Ticker CMF
Sector ETFs
Industry ETFs

More about CMF

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Certus Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Certus Wealth Management, LLC with notifications on news.

Account

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