Merriman Wealth Management, LLC Ishares California Muni Bond E Transaction History

Merriman Wealth Management, LLC

  • $2.36 Billion
  • Q3 2024

A detailed history of Merriman Wealth Management, LLC transactions in Ishares California Muni Bond E stock. As of the latest transaction made, Merriman Wealth Management, LLC holds 20,280 shares of CMF stock, worth $1.16 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
20,280
Previous 20,208 0.36%
Holding current value
$1.16 Million
Previous $1.15 Million 2.52%
% of portfolio
0.05%
Previous 0.05%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
BUY
$56.65 - $58.17 $4,078 - $4,188
72 Added 0.36%
20,280 $1.18 Million
Q2 2024

Aug 13, 2024
SELL
$56.38 - $57.26 $89,813 - $91,215
-1,593 Reduced 7.31%
20,208 $1.15 Million
Q4 2023

Feb 13, 2024
BUY
$53.93 - $58.09 $91,357 - $98,404
1,694 Added 8.42%
21,801 $1.26 Million
Q1 2023

May 04, 2023
SELL
$55.81 - $57.67 $22,324 - $23,068
-400 Reduced 1.95%
20,107 $1.15 Million
Q4 2022

Feb 13, 2023
BUY
$53.99 - $56.91 $521,165 - $549,352
9,653 Added 88.93%
20,507 $1.15 Million
Q3 2022

Oct 26, 2022
BUY
$54.22 - $57.98 $588,503 - $629,314
10,854 New
10,854 $589,000

Others Institutions Holding CMF

# of Institutions
294
Shares Held
39.4M
Call Options Held
5K
Put Options Held
4.5K
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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