Instrumental Wealth, LLC Ishares California Muni Bond E Transaction History

Instrumental Wealth, LLC

  • $110 Billion
  • Q1 2025

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 12,606 shares of CMF stock, worth $701,397. This represents 0.63% of its overall portfolio holdings.

Number of Shares
12,606
Previous 11,515 9.47%
Holding current value
$701,397
Previous $658 Million 6.2%
% of portfolio
0.63%
Previous 0.62%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 28, 2025
BUY
$55.93 - $57.47 $61,019 - $62,699
1,091 Added 9.47%
12,606 $698 Million
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
329
Shares Held
49M
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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