West Wealth Group, LLC Ishares California Muni Bond E Transaction History

West Wealth Group, LLC

$367 Million
Q2 2025

A detailed history of West Wealth Group, LLC transactions in Ishares California Muni Bond E stock. As of the latest transaction made, West Wealth Group, LLC holds 240,111 shares of CMF stock, worth $13.7 Million. This represents 3.65% of its overall portfolio holdings.

Number of Shares

240,111

Previous 206,136 16.48%

Holding current value

$13.7 Million

Previous $11.6 Million 15.36%

% of portfolio

3.65%

Previous 3.55%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	BUY	$54.52 - $56.7 $1.85 Million - $1.93 Million	33,975 Added 16.48%	240,111 $13.4 Million
Q1 2025 May 05, 2025	BUY	$55.93 - $57.47 $805,112 - $827,280	14,395 Added 7.51%	206,136 $11.6 Million
Q4 2024 Jan 22, 2025	BUY	$56.66 - $58.1 $2.58 Million - $2.64 Million	45,498 Added 31.11%	191,741 $11 Million
Q3 2024 Oct 23, 2024	BUY	$56.65 - $58.17 $896,203 - $920,249	15,820 Added 12.13%	146,243 $8.5 Million
Q2 2024 Aug 01, 2024	BUY	$56.38 - $57.26 $134,071 - $136,164	2,378 Added 1.86%	130,423 $7.42 Million
Q1 2024 May 08, 2024	BUY	$57.33 - $58.04 $7.34 Million - $7.43 Million	128,045 New	128,045 $7.37 Million

Others Institutions Holding CMF

# of Institutions

343

Shares Held

47.3M

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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West Wealth Group, LLC Ishares California Muni Bond E Transaction History