Cliftonlarsonallen Wealth Advisors, LLC Ishares California Muni Bond E Transaction History

Cliftonlarsonallen Wealth Advisors, LLC

  • $5.35 Billion
  • Q1 2025

A detailed history of Cliftonlarsonallen Wealth Advisors, LLC transactions in Ishares California Muni Bond E stock. As of the latest transaction made, Cliftonlarsonallen Wealth Advisors, LLC holds 68,077 shares of CMF stock, worth $3.81 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
68,077
Previous 56,676 20.12%
Holding current value
$3.81 Million
Previous $3.25 Million 18.02%
% of portfolio
0.07%
Previous 0.06%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 16, 2025
BUY
$55.93 - $57.47 $637,657 - $655,215
11,401 Added 20.12%
68,077 $3.83 Million
Q4 2024

Jan 14, 2025
SELL
$56.66 - $58.1 $510,166 - $523,132
-9,004 Reduced 13.71%
56,676 $3.25 Million
Q3 2024

Oct 11, 2024
BUY
$56.65 - $58.17 $331,345 - $340,236
5,849 Added 9.78%
65,680 $3.82 Million
Q2 2024

Jul 11, 2024
BUY
$56.38 - $57.26 $2.45 Million - $2.49 Million
43,525 Added 266.93%
59,831 $3.4 Million
Q1 2024

May 02, 2024
BUY
$57.33 - $58.04 $934,822 - $946,400
16,306 New
16,306 $938,000

Others Institutions Holding CMF

# of Institutions
325
Shares Held
49.2M
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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