Shared Vision Wealth Group LLC Ishares California Muni Bond E Transaction History

Shared Vision Wealth Group LLC

  • $187 Billion
  • Q3 2024

A detailed history of Shared Vision Wealth Group LLC transactions in Ishares California Muni Bond E stock. As of the latest transaction made, Shared Vision Wealth Group LLC holds 11,355 shares of CMF stock, worth $647,802. This represents 0.35% of its overall portfolio holdings.

Number of Shares
11,355
Previous 8,740 29.92%
Holding current value
$647,802
Previous $497 Million 32.74%
% of portfolio
0.35%
Previous 0.29%

Shares

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

Nov 12, 2024
BUY
$56.65 - $58.17 $148,139 - $152,114
2,615 Added 29.92%
11,355 $660 Million
Q2 2024

Jul 23, 2024
BUY
$56.38 - $57.26 $202,122 - $205,277
3,585 Added 69.54%
8,740 $497 Million
Q1 2024

May 06, 2024
BUY
$57.33 - $58.04 $114 - $116
2 Added 0.04%
5,155 $297 Million
Q4 2023

Feb 07, 2024
BUY
$53.93 - $58.09 $277,901 - $299,337
5,153 New
5,153 $299 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
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