Envestnet Portfolio Solutions, Inc. Ishares California Muni Bond E Transaction History

Envestnet Portfolio Solutions, Inc.

$23.7 Billion
Q1 2025

A detailed history of Envestnet Portfolio Solutions, Inc. transactions in Ishares California Muni Bond E stock. As of the latest transaction made, Envestnet Portfolio Solutions, Inc. holds 204,743 shares of CMF stock, worth $11.3 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares

204,743

Previous 182,305 12.31%

Holding current value

$11.3 Million

Previous $10.4 Million 10.34%

% of portfolio

0.05%

Previous 0.04%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 21, 2025	BUY	$55.93 - $57.47 $1.25 Million - $1.29 Million	22,438 Added 12.31%	204,743 $11.5 Million
Q4 2024 Feb 10, 2025	BUY	$56.66 - $58.1 $2.08 Million - $2.13 Million	36,680 Added 25.19%	182,305 $10.4 Million
Q3 2024 Oct 31, 2024	BUY	$56.65 - $58.17 $1.59 Million - $1.63 Million	28,073 Added 23.88%	145,625 $8.46 Million
Q2 2024 Jul 16, 2024	BUY	$56.38 - $57.26 $1.85 Million - $1.88 Million	32,863 Added 38.8%	117,552 $6.69 Million
Q1 2024 May 06, 2024	BUY	$57.33 - $58.04 $1.52 Million - $1.54 Million	26,566 Added 45.71%	84,689 $4.87 Million
Q4 2023 Feb 07, 2024	BUY	$53.93 - $58.09 $619,332 - $667,105	11,484 Added 24.62%	58,123 $3.37 Million
Q3 2023 Nov 13, 2023	BUY	$54.65 - $57.2 $2.55 Million - $2.67 Million	46,639 New	46,639 $2.56 Million

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

Ticker CMF
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Envestnet Portfolio Solutions, Inc. Ishares California Muni Bond E Transaction History