Simpli Fi, Inc. Ishares California Muni Bond E Transaction History

Simpli Fi, Inc.

$220 Million
Q3 2024

A detailed history of Simpli Fi, Inc. transactions in Ishares California Muni Bond E stock. As of the latest transaction made, Simpli Fi, Inc. holds 24,797 shares of CMF stock, worth $1.43 Million. This represents 0.65% of its overall portfolio holdings.

Number of Shares

24,797

Previous 24,628 0.69%

Holding current value

$1.43 Million

Previous $1.4 Million 2.86%

% of portfolio

0.65%

Previous 0.65%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 22, 2024	BUY	$56.65 - $58.17 $9,573 - $9,830	169 Added 0.69%	24,797 $1.44 Million
Q2 2024 Jul 25, 2024	BUY	$56.38 - $57.26 $21,931 - $22,274	389 Added 1.6%	24,628 $1.4 Million
Q1 2024 Apr 22, 2024	SELL	$57.33 - $58.04 $148,599 - $150,439	-2,592 Reduced 9.66%	24,239 $1.39 Million
Q3 2023 Oct 10, 2023	BUY	$54.65 - $57.2 $8,525 - $8,923	156 Added 0.58%	26,831 $1.47 Million
Q2 2023 Jul 17, 2023	BUY	$56.03 - $57.9 $575,035 - $594,227	10,263 Added 62.53%	26,675 $1.52 Million
Q1 2023 Apr 19, 2023	BUY	$55.81 - $57.67 $915,953 - $946,480	16,412 New	16,412 $942,000

Others Institutions Holding CMF

# of Institutions

289

Shares Held

38.7M

Call Options Held

Put Options Held

4.5K

View Full List

About ISHARES CALIFORNIA MUNI BOND E

Ticker CMF
Sector ETFs
Industry ETFs

More about CMF

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Simpli Fi, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Simpli Fi, Inc. with notifications on news.

Account