A detailed history of Topel & Distasi Wealth Management, LLC transactions in Ishares California Muni Bond E stock. As of the latest transaction made, Topel & Distasi Wealth Management, LLC holds 16,993 shares of CMF stock, worth $969,450. This represents 0.41% of its overall portfolio holdings.

Number of Shares
16,993
Previous 16,993 -0.0%
Holding current value
$969,450
Previous $966,000 2.17%
% of portfolio
0.41%
Previous 0.42%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 06, 2024

BUY
$57.33 - $58.04 $348,738 - $353,057
6,083 Added 55.76%
16,993 $977,000
Q4 2023

Jan 12, 2024

BUY
$53.93 - $58.09 $203,477 - $219,173
3,773 Added 52.87%
10,910 $632,000
Q3 2023

Nov 06, 2023

BUY
$54.65 - $57.2 $7,760 - $8,122
142 Added 2.03%
7,137 $391,000
Q1 2023

May 12, 2023

BUY
$55.81 - $57.67 $390,390 - $403,401
6,995 New
6,995 $401,000
Q2 2022

Aug 05, 2022

SELL
$55.37 - $58.09 $320,703 - $336,457
-5,792 Reduced 38.77%
9,147 $516,000
Q1 2022

Apr 21, 2022

BUY
$58.05 - $62.27 $392,534 - $421,069
6,762 Added 82.7%
14,939 $869,000
Q4 2021

Feb 23, 2022

BUY
$61.79 - $62.37 $505,256 - $509,999
8,177 New
8,177 $510,000

Others Institutions Holding CMF

About ISHARES CALIFORNIA MUNI BOND E


  • Ticker CMF
  • Sector ETFs
  • Industry ETFs
More about CMF
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