Root Financial Partners, LLC Ishares California Muni Bond E Transaction History

Root Financial Partners, LLC

  • $1.62 Trillion
  • Q3 2025

A detailed history of Root Financial Partners, LLC transactions in Ishares California Muni Bond E stock. As of the latest transaction made, Root Financial Partners, LLC holds 779 shares of CMF stock, worth $44,675. This represents 0.0% of its overall portfolio holdings.

Number of Shares
779
Holding current value
$44,675
% of portfolio
0.0%

Shares

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

Oct 29, 2025
BUY
$55.16 - $57.13 $42,969 - $44,504
779 New
779 $44.4 Million
Q2 2023

Jul 26, 2023
SELL
$56.03 - $57.9 $7,732 - $7,990
-138 Reduced 2.94%
4,557 $260 Million
Q1 2023

May 11, 2023
BUY
$55.81 - $57.67 $262,027 - $270,760
4,695 New
4,695 $270 Million

Others Institutions Holding CMF

# of Institutions
351
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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