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

Cliftonlarsonallen Wealth Advisors, LLC

$5.95 Billion
Q2 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 85,544 shares of CMF stock, worth $4.73 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares

85,544

Previous 68,077 25.66%

Holding current value

$4.73 Million

Previous $3.83 Million 24.46%

% of portfolio

0.08%

Previous 0.07%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

334

Shares Held

48.4M

Call Options Held

Put Options Held

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 Cliftonlarsonallen Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cliftonlarsonallen Wealth Advisors, LLC with notifications on news.

Account

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