Instrumental Wealth, LLC Ishares California Muni Bond E Transaction History

Instrumental Wealth, LLC

  • $106 Billion
  • Q4 2024

A detailed history of Instrumental Wealth, LLC transactions in Ishares California Muni Bond E stock. As of the latest transaction made, Instrumental Wealth, LLC holds 11,515 shares of CMF stock, worth $656,700. This represents 0.62% of its overall portfolio holdings.

Number of Shares
11,515
Previous 10,954 5.12%
Holding current value
$656,700
Previous $630 Million 4.4%
% of portfolio
0.62%
Previous 0.61%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 24, 2025
BUY
$56.66 - $58.1 $31,786 - $32,594
561 Added 5.12%
11,515 $658 Million
Q3 2024

Oct 15, 2024
BUY
$56.65 - $58.17 $620,544 - $637,194
10,954 New
10,954 $630 Million

Others Institutions Holding CMF

# of Institutions
313
Shares Held
39.5M
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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