Ballast Advisors LLC Ishares California Muni Bond E Transaction History

Ballast Advisors LLC

  • $361 Million
  • Q3 2025

A detailed history of Ballast Advisors LLC transactions in Ishares California Muni Bond E stock. As of the latest transaction made, Ballast Advisors LLC holds 410 shares of CMF stock, worth $23,513. This represents 0.01% of its overall portfolio holdings.

Number of Shares
410
Previous 410 -0.0%
Holding current value
$23,513
Previous $22,000 4.55%
% of portfolio
0.01%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 31, 2025
BUY
$54.52 - $56.7 $272 - $283
5 Added 1.23%
410 $22,000
Q4 2024

Feb 11, 2025
SELL
$56.66 - $58.1 $5,099 - $5,229
-90 Reduced 18.18%
405 $23,000
Q3 2024

Oct 30, 2024
BUY
$56.65 - $58.17 $28,041 - $28,794
495 New
495 $28,000

Others Institutions Holding CMF

# of Institutions
360
Shares Held
42.7M
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
Track This Portfolio

Track Ballast Advisors LLC Portfolio

Follow Ballast Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ballast Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ballast Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email