Sowell Financial Services LLC Ishares California Muni Bond E Transaction History

Sowell Financial Services LLC

  • $2.56 Billion
  • Q4 2025

A detailed history of Sowell Financial Services LLC transactions in Ishares California Muni Bond E stock. As of the latest transaction made, Sowell Financial Services LLC holds 7,113 shares of CMF stock, worth $407,930. This represents 0.02% of its overall portfolio holdings.

Number of Shares
7,113
Previous 4,150 71.4%
Holding current value
$407,930
Previous $236,000 72.46%
% of portfolio
0.02%
Previous 0.01%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 20, 2026
BUY
$56.96 - $57.62 $168,772 - $170,728
2,963 Added 71.4%
7,113 $407,000
Q3 2025

Oct 17, 2025
BUY
$55.16 - $57.13 $16,768 - $17,367
304 Added 7.9%
4,150 $236,000
Q2 2025

Jul 11, 2025
BUY
$54.52 - $56.7 $209,683 - $218,068
3,846 New
3,846 $214,000
Q2 2021

Aug 05, 2021
SELL
$62.05 - $62.84 $62,050 - $62,840
-1,000 Closed
0 $0
Q3 2019

Nov 14, 2019
BUY
$60.49 - $61.99 $60,490 - $61,990
1,000 New
1,000 $61,000

Others Institutions Holding CMF

# of Institutions
360
Shares Held
42.7M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES CALIFORNIA MUNI BOND E

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