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

  • $3.55 Billion
  • Q3 2024

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 24,249 shares of CMF stock, worth $1.4 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
24,249
Previous 23,584 2.82%
Holding current value
$1.4 Million
Previous $1.34 Million 5.07%
% of portfolio
0.04%
Previous 0.04%

Shares

23 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
289
Shares Held
38.7M
Call Options Held
5K
Put Options Held
4.5K
View Full List

About ISHARES CALIFORNIA MUNI BOND E

CMF Quotes by TradingView
  • Ticker CMF
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More about CMF
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