Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Ishares California Muni Bond E Transaction History

Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

$3.85 Billion
Q1 2025

A detailed history of Empirical Financial Services, LLC D.B.A. Empirical Wealth Management transactions in Ishares California Muni Bond E stock. As of the latest transaction made, Empirical Financial Services, LLC D.B.A. Empirical Wealth Management holds 33,986 shares of CMF stock, worth $1.88 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares

33,986

Previous 25,476 33.4%

Holding current value

$1.88 Million

Previous $1.46 Million 31.05%

% of portfolio

0.05%

Previous 0.04%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 08, 2025	BUY	$55.93 - $57.47 $475,964 - $489,069	8,510 Added 33.4%	33,986 $1.91 Million
Q4 2024 Jan 21, 2025	BUY	$56.66 - $58.1 $69,521 - $71,288	1,227 Added 5.06%	25,476 $1.46 Million
Q3 2024 Oct 31, 2024	BUY	$56.65 - $58.17 $37,672 - $38,683	665 Added 2.82%	24,249 $1.41 Million
Q2 2024 Aug 09, 2024	SELL	$56.38 - $57.26 $161,528 - $164,049	-2,865 Reduced 10.83%	23,584 $1.34 Million
Q1 2024 May 06, 2024	SELL	$57.33 - $58.04 $184,659 - $186,946	-3,221 Reduced 10.86%	26,449 $1.52 Million
Q4 2023 Feb 06, 2024	BUY	$53.93 - $58.09 $228,771 - $246,417	4,242 Added 16.68%	29,670 $1.72 Million
Q3 2023 Nov 02, 2023	SELL	$54.65 - $57.2 $301,558 - $315,629	-5,518 Reduced 17.83%	25,428 $1.39 Million
Q2 2023 Aug 11, 2023	SELL	$56.03 - $57.9 $72,726 - $75,154	-1,298 Reduced 4.03%	30,946 $1.76 Million
Q1 2023 May 09, 2023	SELL	$55.81 - $57.67 $282,063 - $291,464	-5,054 Reduced 13.55%	32,244 $1.85 Million
Q4 2022 Feb 07, 2023	SELL	$53.99 - $56.91 $69,215 - $72,958	-1,282 Reduced 3.32%	37,298 $2.09 Million
Q3 2022 Nov 02, 2022	SELL	$54.22 - $57.98 $587,311 - $628,039	-10,832 Reduced 21.92%	38,580 $2.09 Million
Q2 2022 Aug 02, 2022	BUY	$55.37 - $58.09 $1.84 Million - $1.93 Million	33,196 Added 204.71%	49,412 $2.79 Million
Q1 2022 May 13, 2022	BUY	$58.05 - $62.27 $330,246 - $354,254	5,689 Added 54.04%	16,216 $943,000
Q4 2021 Feb 14, 2022	BUY	$61.79 - $62.37 $56,846 - $57,380	920 Added 9.58%	10,527 $656,000
Q3 2021 Nov 02, 2021	SELL	$62.08 - $62.98 $175,562 - $178,107	-2,828 Reduced 22.74%	9,607 $596,000
Q2 2021 Aug 12, 2021	SELL	$62.05 - $62.84 $72,288 - $73,208	-1,165 Reduced 8.57%	12,435 $779,000
Q1 2021 May 17, 2021	SELL	$61.72 - $63.18 $135,475 - $138,680	-2,195 Reduced 13.9%	13,600 $845,000
Q4 2020 Feb 12, 2021	BUY	$61.84 - $62.92 $65,859 - $67,009	1,065 Added 7.23%	15,795 $992,000
Q3 2020 Nov 12, 2020	BUY	$62.0 - $63.15 $354,950 - $361,533	5,725 Added 63.58%	14,730 $919,000
Q2 2020 Aug 12, 2020	SELL	$58.99 - $62.38 $96,035 - $101,554	-1,628 Reduced 15.31%	9,005 $560,000
Q1 2020 May 11, 2020	BUY	$53.78 - $62.95 $77,174 - $90,333	1,435 Added 15.6%	10,633 $644,000
Q4 2019 Feb 13, 2020	BUY	$60.79 - $61.64 $59,452 - $60,283	978 Added 11.9%	9,198 $563,000
Q3 2019 Nov 13, 2019	BUY	$60.49 - $61.99 $497,227 - $509,557	8,220 New	8,220 $504,000
Q4 2018 Feb 13, 2019	SELL	$56.95 - $58.45 $245,283 - $251,744	-4,307 Closed	0 $0
Q3 2018 Nov 13, 2018	BUY	$57.8 - $58.76 $248,944 - $253,079	4,307 New	4,307 $250,000

Others Institutions Holding CMF

# of Institutions

329

Shares Held

49M

Call Options Held

Put Options Held

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About ISHARES CALIFORNIA MUNI BOND E

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Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Ishares California Muni Bond E Transaction History