Shira Ridge Wealth Management Ishares California Muni Bond E Transaction History

Shira Ridge Wealth Management

  • $236 Billion
  • Q3 2025

A detailed history of Shira Ridge Wealth Management transactions in Ishares California Muni Bond E stock. As of the latest transaction made, Shira Ridge Wealth Management holds 12,350 shares of CMF stock, worth $708,272. This represents 0.3% of its overall portfolio holdings.

Number of Shares
12,350
Previous 12,777 3.34%
Holding current value
$708,272
Previous $712 Million 1.09%
% of portfolio
0.3%
Previous 0.33%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 20, 2025
SELL
$55.16 - $57.13 $23,553 - $24,394
-427 Reduced 3.34%
12,350 $704 Million
Q2 2025

Jul 09, 2025
SELL
$54.52 - $56.7 $616,675 - $641,333
-11,311 Reduced 46.96%
12,777 $712 Million
Q1 2025

Apr 14, 2025
SELL
$55.93 - $57.47 $57,216 - $58,791
-1,023 Reduced 4.07%
24,088 $1.36 Billion
Q4 2024

Jan 13, 2025
BUY
$56.66 - $58.1 $796,242 - $816,479
14,053 Added 127.08%
25,111 $1.44 Billion
Q3 2024

Oct 10, 2024
BUY
$56.65 - $58.17 $133,694 - $137,281
2,360 Added 27.13%
11,058 $643 Million
Q2 2024

Jul 11, 2024
BUY
$56.38 - $57.26 $151,098 - $153,456
2,680 Added 44.53%
8,698 $495 Million
Q1 2024

Apr 18, 2024
BUY
$57.33 - $58.04 $14,389 - $14,568
251 Added 4.35%
6,018 $346 Million
Q4 2023

Jan 10, 2024
BUY
$53.93 - $58.09 $311,014 - $335,005
5,767 New
5,767 $334 Million
Q1 2023

May 08, 2023
BUY
$55.81 - $57.67 $213,082 - $220,184
3,818 New
3,818 $219 Million

Others Institutions Holding CMF

# of Institutions
348
Shares Held
42.1M
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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