Crestwood Advisors Group LLC Ishares California Muni Bond E Transaction History

Crestwood Advisors Group LLC

  • $5.73 Billion
  • Q3 2025

A detailed history of Crestwood Advisors Group LLC transactions in Ishares California Muni Bond E stock. As of the latest transaction made, Crestwood Advisors Group LLC holds 15,014 shares of CMF stock, worth $861,052. This represents 0.01% of its overall portfolio holdings.

Number of Shares
15,014
Previous 10,483 43.22%
Holding current value
$861,052
Previous $584,000 46.58%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 07, 2025
BUY
$55.16 - $57.13 $249,929 - $258,856
4,531 Added 43.22%
15,014 $856,000
Q2 2025

Aug 05, 2025
BUY
$54.52 - $56.7 $571,533 - $594,386
10,483 New
10,483 $584,000
Q1 2022

Apr 12, 2022
SELL
$58.05 - $62.27 $190,462 - $204,307
-3,281 Closed
0 $0
Q4 2020

Feb 09, 2021
SELL
$61.84 - $62.92 $19,726 - $20,071
-319 Reduced 8.86%
3,281 $206,000
Q4 2019

Feb 12, 2020
BUY
$60.79 - $61.64 $12,158 - $12,328
200 Added 5.88%
3,600 $220,000
Q1 2019

May 09, 2019
BUY
$58.26 - $59.59 $198,084 - $202,606
3,400 New
3,400 $203,000

Others Institutions Holding CMF

# of Institutions
350
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
Track This Portfolio

Track Crestwood Advisors Group LLC Portfolio

Follow Crestwood Advisors Group 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 Crestwood Advisors Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Crestwood Advisors Group LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email