Summit Wealth & Retirement Planning, Inc. Ishares California Muni Bond E Transaction History

Summit Wealth & Retirement Planning, Inc.

  • $300 Million
  • Q3 2024

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Feb 09, 2023
SELL
$53.99 - $56.91 $284,365 - $299,744
-5,267 Reduced 28.42%
13,264 $744,000
Q3 2022

Nov 10, 2022
SELL
$54.22 - $57.98 $122,482 - $130,976
-2,259 Reduced 10.87%
18,531 $1.01 Million
Q2 2022

Aug 02, 2022
SELL
$55.37 - $58.09 $70,043 - $73,483
-1,265 Reduced 5.74%
20,790 $1.17 Million
Q1 2022

May 12, 2022
SELL
$58.05 - $62.27 $326,415 - $350,144
-5,623 Reduced 20.32%
22,055 $1.28 Million
Q4 2021

Feb 03, 2022
SELL
$61.79 - $62.37 $61,851 - $62,432
-1,001 Reduced 3.49%
27,678 $1.73 Million
Q3 2021

Nov 12, 2021
SELL
$62.08 - $62.98 $7,573 - $7,683
-122 Reduced 0.42%
28,679 $1.78 Million
Q2 2021

Aug 13, 2021
SELL
$62.05 - $62.84 $2,233 - $2,262
-36 Reduced 0.12%
28,801 $1.8 Million
Q1 2021

May 10, 2021
SELL
$61.72 - $63.18 $11,294 - $11,561
-183 Reduced 0.63%
28,837 $1.79 Million
Q4 2020

Feb 09, 2021
BUY
$61.84 - $62.92 $422,058 - $429,429
6,825 Added 30.75%
29,020 $1.82 Million
Q3 2020

Nov 10, 2020
BUY
$62.0 - $63.15 $130,820 - $133,246
2,110 Added 10.51%
22,195 $1.39 Million
Q2 2020

Aug 13, 2020
SELL
$58.99 - $62.38 $106,182 - $112,284
-1,800 Reduced 8.22%
20,085 $1.25 Million
Q1 2020

May 11, 2020
SELL
$53.78 - $62.95 $46,250 - $54,137
-860 Reduced 3.78%
21,885 $1.32 Million
Q4 2019

Feb 10, 2020
BUY
$60.79 - $61.64 $40,607 - $41,175
668 Added 3.03%
22,745 $1.39 Million
Q2 2019

Aug 06, 2019
BUY
$59.26 - $60.67 $119,349 - $122,189
2,014 Added 10.04%
22,077 $1.34 Million
Q1 2019

May 08, 2019
BUY
$58.26 - $59.59 $352,473 - $360,519
6,050 Added 43.17%
20,063 $1.2 Million
Q4 2018

Feb 08, 2019
BUY
$56.95 - $58.45 $798,040 - $819,059
14,013 New
14,013 $819,000

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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