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

Merriman Wealth Management, LLC

$2.3 Billion
Q4 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 20,378 shares of CMF stock, worth $1.17 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares

20,378

Previous 20,280 0.48%

Holding current value

$1.17 Million

Previous $1.18 Million 0.93%

% of portfolio

0.05%

Previous 0.05%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	BUY	$56.66 - $58.1 $5,552 - $5,693	98 Added 0.48%	20,378 $1.17 Million
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

348

Shares Held

42.1M

Call Options Held

Put Options Held

View Full List

About ISHARES CALIFORNIA MUNI BOND E

Ticker CMF
Sector ETFs
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Merriman Wealth Management, LLC Ishares California Muni Bond E Transaction History