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

Cliftonlarsonallen Wealth Advisors, LLC

$6.31 Billion
Q3 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 147,232 shares of CMF stock, worth $8.46 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares

147,232

Previous 85,544 72.11%

Holding current value

$8.46 Million

Previous $4.77 Million 76.13%

% of portfolio

0.13%

Previous 0.08%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 14, 2025	BUY	$55.16 - $57.13 $3.4 Million - $3.52 Million	61,688 Added 72.11%	147,232 $8.4 Million
Q2 2025 Jul 18, 2025	BUY	$54.52 - $56.7 $952,300 - $990,378	17,467 Added 25.66%	85,544 $4.77 Million
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

343

Shares Held

47.4M

Call Options Held

Put Options Held

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About ISHARES CALIFORNIA MUNI BOND E

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