Elmwood Wealth Management, Inc. Ishares California Muni Bond E Transaction History

Elmwood Wealth Management, Inc.

  • $219 Million
  • Q1 2024

A detailed history of Elmwood Wealth Management, Inc. transactions in Ishares California Muni Bond E stock. As of the latest transaction made, Elmwood Wealth Management, Inc. holds 62,890 shares of CMF stock, worth $3.58 Million. This represents 1.65% of its overall portfolio holdings.

Number of Shares
62,890
Previous 52,622 19.51%
Holding current value
$3.58 Million
Previous $3.05 Million 18.7%
% of portfolio
1.65%
Previous 2.21%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 10, 2024
BUY
$57.33 - $58.04 $588,664 - $595,954
10,268 Added 19.51%
62,890 $3.62 Million
Q4 2023

Jan 30, 2024
BUY
$53.93 - $58.09 $169,340 - $182,402
3,140 Added 6.35%
52,622 $3.05 Million
Q3 2023

Nov 15, 2023
BUY
$54.65 - $57.2 $2.7 Million - $2.83 Million
49,482 New
49,482 $2.71 Million
Q1 2022

May 16, 2022
SELL
$58.05 - $62.27 $19,562 - $20,984
-337 Closed
0 $0
Q2 2020

Aug 13, 2020
SELL
$58.99 - $62.38 $9,851 - $10,417
-167 Reduced 33.13%
337 $21,000
Q1 2020

May 12, 2020
BUY
$53.78 - $62.95 $27,105 - $31,726
504 New
504 $30,000
Q4 2019

Feb 05, 2020
SELL
$60.79 - $61.64 $21,215 - $21,512
-349 Closed
0 $0
Q2 2019

Aug 07, 2019
SELL
$59.26 - $60.67 $3,851 - $3,943
-65 Reduced 15.7%
349 $21,000
Q4 2018

Feb 14, 2019
SELL
$56.95 - $58.45 $1,765 - $1,811
-31 Reduced 6.97%
414 $24,000
Q3 2018

Oct 11, 2018
SELL
$57.8 - $58.76 $1,040 - $1,057
-18 Reduced 3.89%
445 $25.8 Million
Q2 2018

Aug 22, 2018
SELL
$57.73 - $58.7 $2,366 - $2,406
-41 Reduced 8.13%
463 $27.1 Million
Q1 2018

May 10, 2018
BUY
$58.0 - $59.3 $29,232 - $29,887
504 New
504 $29.4 Million

Others Institutions Holding CMF

# of Institutions
266
Shares Held
32.6M
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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