Vista Wealth Management Group, LLC Ishares California Muni Bond E Transaction History

Vista Wealth Management Group, LLC

  • $1.47 Billion
  • Q1 2025

A detailed history of Vista Wealth Management Group, LLC transactions in Ishares California Muni Bond E stock. As of the latest transaction made, Vista Wealth Management Group, LLC holds 7,845 shares of CMF stock, worth $436,260. This represents 0.03% of its overall portfolio holdings.

Number of Shares
7,845
Previous 12,279 36.11%
Holding current value
$436,260
Previous $703,000 37.27%
% of portfolio
0.03%
Previous 0.05%

Shares

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

Apr 17, 2025
SELL
$55.93 - $57.47 $247,993 - $254,821
-4,434 Reduced 36.11%
7,845 $441,000
Q2 2024

Jul 30, 2024
BUY
$56.38 - $57.26 $232,454 - $236,082
4,123 Added 50.55%
12,279 $698,000
Q1 2024

Apr 29, 2024
SELL
$57.33 - $58.04 $23,849 - $24,144
-416 Reduced 4.85%
8,156 $469,000
Q3 2023

Nov 14, 2023
BUY
$54.65 - $57.2 $468,459 - $490,318
8,572 New
8,572 $470,000

Others Institutions Holding CMF

# of Institutions
335
Shares Held
48.6M
Call Options Held
0
Put Options Held
0
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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