Sage View Advisory Group, LLC Ishares California Muni Bond E Transaction History

Sage View Advisory Group, LLC

  • $2.9 Trillion
  • Q3 2025

A detailed history of Sage View Advisory Group, LLC transactions in Ishares California Muni Bond E stock. As of the latest transaction made, Sage View Advisory Group, LLC holds 5,338 shares of CMF stock, worth $306,134. This represents 0.01% of its overall portfolio holdings.

Number of Shares
5,338
Previous 4,315 23.71%
Holding current value
$306,134
Previous $239 Million 27.58%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 13, 2025
BUY
$55.16 - $57.13 $56,428 - $58,443
1,023 Added 23.71%
5,338 $304 Million
Q2 2025

Aug 13, 2025
BUY
$54.52 - $56.7 $235,253 - $244,660
4,315 New
4,315 $239 Million
Q1 2024

May 08, 2024
SELL
$57.33 - $58.04 $54,291 - $54,963
-947 Reduced 20.92%
3,580 $263 Million
Q4 2023

Feb 09, 2024
BUY
$53.93 - $58.09 $244,141 - $262,973
4,527 New
4,527 $261 Million
Q4 2022

Feb 14, 2023
BUY
$53.99 - $56.91 $487,691 - $514,068
9,033 New
9,033 $507 Million

Others Institutions Holding CMF

# of Institutions
349
Shares Held
42.1M
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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