United Capital Financial Advisers, LLC Ishares California Muni Bond E Transaction History

United Capital Financial Advisers, LLC

  • $13.5 Billion
  • Q3 2025

A detailed history of United Capital Financial Advisers, LLC transactions in Ishares California Muni Bond E stock. As of the latest transaction made, United Capital Financial Advisers, LLC holds 20,089 shares of CMF stock, worth $1.15 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
20,089
Previous 43,600 53.92%
Holding current value
$1.15 Million
Previous $2.43 Million 52.88%
% of portfolio
0.01%
Previous 0.02%

Shares

32 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025
SELL
$55.16 - $57.13 $1.3 Million - $1.34 Million
-23,511 Reduced 53.92%
20,089 $1.15 Million
Q2 2025

Aug 11, 2025
SELL
$54.52 - $56.7 $3.14 Million - $3.27 Million
-57,670 Reduced 56.95%
43,600 $2.43 Million
Q1 2025

May 13, 2025
BUY
$55.93 - $57.47 $858,525 - $882,164
15,350 Added 17.87%
101,270 $5.7 Million
Q4 2024

Feb 13, 2025
SELL
$56.66 - $58.1 $121,252 - $124,334
-2,140 Reduced 2.43%
85,920 $4.92 Million
Q3 2024

Nov 12, 2024
BUY
$56.65 - $58.17 $892,634 - $916,584
15,757 Added 21.79%
88,060 $5.12 Million
Q2 2024

Aug 14, 2024
BUY
$56.38 - $57.26 $915,723 - $930,016
16,242 Added 28.97%
72,303 $4.11 Million
Q1 2024

May 15, 2024
SELL
$57.33 - $58.04 $360,835 - $365,303
-6,294 Reduced 10.09%
56,061 $3.23 Million
Q4 2023

Feb 14, 2024
SELL
$53.93 - $58.09 $5.3 Million - $5.71 Million
-98,246 Reduced 61.17%
62,355 $3.61 Million
Q3 2023

Nov 14, 2023
BUY
$54.65 - $57.2 $94,435 - $98,841
1,728 Added 1.09%
160,601 $8.81 Million
Q2 2023

Aug 14, 2023
BUY
$56.03 - $57.9 $930,210 - $961,255
16,602 Added 11.67%
158,873 $9.05 Million
Q1 2023

Aug 14, 2023
SELL
$55.81 - $57.67 $926,557 - $957,437
-16,602 Reduced 10.45%
142,271 $8.17 Million
Q1 2023

May 15, 2023
BUY
$55.81 - $57.67 $5,915 - $6,113
106 Added 0.07%
142,271 $8.17 Million
Q4 2022

Feb 14, 2023
BUY
$53.99 - $56.91 $3.22 Million - $3.4 Million
59,713 Added 72.42%
142,165 $7.98 Million
Q3 2022

Nov 14, 2022
BUY
$54.22 - $57.98 $1.98 Million - $2.12 Million
36,485 Added 79.37%
82,452 $4.47 Million
Q2 2022

Aug 11, 2022
BUY
$55.37 - $58.09 $988,409 - $1.04 Million
17,851 Added 63.49%
45,967 $2.6 Million
Q1 2022

May 16, 2022
BUY
$58.05 - $62.27 $58,746 - $63,017
1,012 Added 3.73%
28,116 $1.64 Million
Q4 2021

Feb 14, 2022
SELL
$61.79 - $62.37 $205,142 - $207,068
-3,320 Reduced 10.91%
27,104 $1.69 Million
Q3 2021

Nov 15, 2021
SELL
$62.08 - $62.98 $117,579 - $119,284
-1,894 Reduced 5.86%
30,424 $1.89 Million
Q2 2021

Aug 13, 2021
BUY
$62.05 - $62.84 $60,684 - $61,457
978 Added 3.12%
32,318 $2.02 Million
Q1 2021

May 14, 2021
SELL
$61.72 - $63.18 $876,794 - $897,535
-14,206 Reduced 31.19%
31,340 $1.95 Million
Q4 2020

Feb 17, 2021
BUY
$61.84 - $62.92 $96,161 - $97,840
1,555 Added 3.53%
45,546 $2.86 Million
Q3 2020

Nov 13, 2020
BUY
$62.0 - $63.15 $1.38 Million - $1.41 Million
22,310 Added 102.9%
43,991 $2.75 Million
Q2 2020

Aug 13, 2020
BUY
$58.99 - $62.38 $177,323 - $187,514
3,006 Added 16.1%
21,681 $1.35 Million
Q1 2020

May 15, 2020
SELL
$53.78 - $62.95 $50,499 - $59,110
-939 Reduced 4.79%
18,675 $1.13 Million
Q4 2019

Feb 14, 2020
BUY
$60.79 - $61.64 $99,270 - $100,658
1,633 Added 9.08%
19,614 $1.2 Million
Q3 2019

Nov 14, 2019
BUY
$60.49 - $61.99 $51,658 - $52,939
854 Added 4.99%
17,981 $1.1 Million
Q2 2019

Aug 13, 2019
BUY
$59.26 - $60.67 $238,165 - $243,832
4,019 Added 30.66%
17,127 $1.04 Million
Q1 2019

May 14, 2019
BUY
$58.26 - $59.59 $210,668 - $215,477
3,616 Added 38.1%
13,108 $781,000
Q4 2018

Feb 14, 2019
BUY
$56.95 - $58.45 $159,118 - $163,309
2,794 Added 41.71%
9,492 $555,000
Q3 2018

Nov 14, 2018
BUY
$57.8 - $58.76 $124,096 - $126,157
2,147 Added 47.18%
6,698 $388,000
Q2 2018

Aug 14, 2018
BUY
$57.73 - $58.7 $2,366 - $2,406
41 Added 0.91%
4,551 $266,000
Q1 2018

May 15, 2018
BUY
$58.0 - $59.3 $261,580 - $267,443
4,510 New
4,510 $263,000

Others Institutions Holding CMF

# of Institutions
350
Shares Held
42.1M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES CALIFORNIA MUNI BOND E

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