Steward Partners Investment Advisory, LLC Ishares California Muni Bond E Transaction History

Steward Partners Investment Advisory, LLC

  • $10.9 Billion
  • Q1 2025

A detailed history of Steward Partners Investment Advisory, LLC transactions in Ishares California Muni Bond E stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 5,416 shares of CMF stock, worth $301,183. This represents 0.0% of its overall portfolio holdings.

Number of Shares
5,416
Previous 5,411 0.09%
Holding current value
$301,183
Previous $309,000 1.62%
% of portfolio
0.0%
Previous 0.0%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 13, 2025
BUY
$55.93 - $57.47 $279 - $287
5 Added 0.09%
5,416 $304,000
Q4 2024

Feb 06, 2025
BUY
$56.66 - $58.1 $509 - $522
9 Added 0.17%
5,411 $309,000
Q3 2024

Nov 14, 2024
BUY
$56.65 - $58.17 $249,656 - $256,355
4,407 Added 442.91%
5,402 $313,000
Q2 2024

Aug 08, 2024
BUY
$56.38 - $57.26 $394 - $400
7 Added 0.71%
995 $56,000
Q1 2024

May 15, 2024
BUY
$57.33 - $58.04 $229 - $232
4 Added 0.41%
988 $56,000
Q4 2023

Feb 12, 2024
BUY
$53.93 - $58.09 $485 - $522
9 Added 0.92%
984 $57,000
Q3 2023

Nov 13, 2023
BUY
$54.65 - $57.2 $273 - $286
5 Added 0.52%
975 $53,000
Q2 2023

Aug 14, 2023
BUY
$56.03 - $57.9 $54,349 - $56,163
970 New
970 $55,000
Q2 2022

Aug 04, 2022
BUY
$55.37 - $58.09 $48,338 - $50,712
873 New
873 $49,000
Q1 2020

Apr 29, 2020
SELL
$53.78 - $62.95 $158,866 - $185,954
-2,954 Closed
0 $0
Q4 2019

Jan 17, 2020
BUY
$60.79 - $61.64 $303 - $308
5 Added 0.17%
2,954 $180,000
Q3 2019

Oct 30, 2019
BUY
$60.49 - $61.99 $181 - $185
3 Added 0.1%
2,949 $180,000
Q2 2019

Jul 25, 2019
BUY
$59.26 - $60.67 $174,579 - $178,733
2,946 New
2,946 $178,000
Q4 2018

Jan 15, 2019
SELL
$56.95 - $58.45 $177,057 - $181,721
-3,109 Closed
0 $0
Q3 2018

Oct 23, 2018
BUY
$57.8 - $58.76 $289 - $293
5 Added 0.16%
3,109 $180,000
Q2 2018

Jul 20, 2018
BUY
$57.73 - $58.7 $230 - $234
4 Added 0.13%
3,104 $182,000
Q1 2018

Apr 20, 2018
BUY
$58.0 - $59.3 $11,020 - $11,267
190 Added 6.53%
3,100 $180,000
Q4 2017

Jan 19, 2018
BUY
$58.67 - $59.59 $117,046 - $118,882
1,995 Added 218.03%
2,910 $172,000
Q4 2016

Nov 22, 2017
BUY
N/A
915
915 $105,000

Others Institutions Holding CMF

# of Institutions
334
Shares Held
48.8M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES CALIFORNIA MUNI BOND E

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