Wealthspire Advisors, LLC Ishares California Muni Bond E Transaction History

Wealthspire Advisors, LLC

$17.6 Billion
Q2 2025

A detailed history of Wealthspire Advisors, LLC transactions in Ishares California Muni Bond E stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 45,622 shares of CMF stock, worth $2.54 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

45,622

Previous 59,238 22.99%

Holding current value

$2.54 Million

Previous $3.33 Million 23.73%

% of portfolio

0.01%

Previous 0.02%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 11, 2025	SELL	$54.52 - $56.7 $742,344 - $772,027	-13,616 Reduced 22.99%	45,622 $2.54 Million
Q1 2025 May 09, 2025	BUY	$55.93 - $57.47 $2 Million - $2.05 Million	35,677 Added 151.42%	59,238 $3.33 Million
Q4 2024 Feb 03, 2025	BUY	$56.66 - $58.1 $59,153 - $60,656	1,044 Added 4.64%	23,561 $1.35 Million
Q3 2024 Nov 13, 2024	BUY	$56.65 - $58.17 $1.28 Million - $1.31 Million	22,517 New	22,517 $1.31 Million
Q1 2019 May 08, 2019	SELL	$58.26 - $59.59 $28,314 - $28,960	-486 Closed	0 $0
Q4 2018 Feb 14, 2019	BUY	$56.95 - $58.45 $27,677 - $28,406	486 New	486 $28,000

Others Institutions Holding CMF

# of Institutions

335

Shares Held

48.6M

Call Options Held

Put Options Held

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About ISHARES CALIFORNIA MUNI BOND E

Ticker CMF
Sector ETFs
Industry ETFs

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Wealthspire Advisors, LLC Ishares California Muni Bond E Transaction History