Parcion Private Wealth LLC Ishares California Muni Bond E Transaction History

Parcion Private Wealth LLC

  • $1.18 Billion
  • Q3 2024

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Aug 02, 2023
SELL
$56.03 - $57.9 $5,827 - $6,021
-104 Reduced 0.68%
15,150 $862,000
Q4 2022

Feb 10, 2023
SELL
$53.99 - $56.91 $918,693 - $968,380
-17,016 Reduced 52.73%
15,254 $855,000
Q3 2022

Oct 14, 2022
BUY
$54.22 - $57.98 $96,620 - $103,320
1,782 Added 5.84%
32,270 $1.75 Million
Q2 2022

Aug 12, 2022
BUY
$55.37 - $58.09 $278,511 - $292,192
5,030 Added 19.76%
30,488 $1.75 Million
Q1 2022

May 06, 2022
SELL
$58.05 - $62.27 $718,833 - $771,089
-12,383 Reduced 32.72%
25,458 $1.48 Million
Q4 2021

Feb 08, 2022
SELL
$61.79 - $62.37 $444,888 - $449,064
-7,200 Reduced 15.99%
37,841 $2.33 Million
Q3 2021

Nov 15, 2021
BUY
$62.08 - $62.98 $639,051 - $648,316
10,294 Added 29.63%
45,041 $2.79 Million
Q2 2021

Jul 30, 2021
SELL
$62.05 - $62.84 $541,944 - $548,844
-8,734 Reduced 20.09%
34,747 $2.18 Million
Q1 2021

Apr 08, 2021
SELL
$61.72 - $63.18 $42,648 - $43,657
-691 Reduced 1.56%
43,481 $2.7 Million
Q3 2020

Oct 20, 2020
SELL
$62.0 - $63.15 $38,688 - $39,405
-624 Reduced 1.39%
44,172 $2.75 Million
Q2 2020

Jul 21, 2020
SELL
$58.99 - $62.38 $697,497 - $737,581
-11,824 Reduced 20.88%
44,796 $2.78 Million
Q1 2020

Apr 29, 2020
SELL
$53.78 - $62.95 $53 - $62
-1 Reduced -0.0%
56,620 $3.43 Million
Q4 2019

Feb 13, 2020
BUY
$60.79 - $61.64 $3.44 Million - $3.49 Million
56,621 New
56,621 $3.47 Million

Others Institutions Holding CMF

# of Institutions
289
Shares Held
38.7M
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
Track This Portfolio

Track Parcion Private Wealth LLC Portfolio

Follow Parcion Private Wealth LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Parcion Private Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Parcion Private Wealth LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email