Instrumental Wealth, LLC Ishares California Muni Bond E Transaction History

Instrumental Wealth, LLC

  • $143 Billion
  • Q3 2025

A detailed history of Instrumental Wealth, LLC transactions in Ishares California Muni Bond E stock. As of the latest transaction made, Instrumental Wealth, LLC holds 13,118 shares of CMF stock, worth $752,317. This represents 0.53% of its overall portfolio holdings.

Number of Shares
13,118
Previous 12,936 1.41%
Holding current value
$752,317
Previous $717 Million 5.29%
% of portfolio
0.53%
Previous 0.57%

Shares

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

Oct 31, 2025
BUY
$55.16 - $57.13 $10,039 - $10,397
182 Added 1.41%
13,118 $754 Million
Q2 2025

Jul 16, 2025
BUY
$54.52 - $56.7 $17,991 - $18,711
330 Added 2.62%
12,936 $717 Million
Q1 2025

Apr 28, 2025
BUY
$55.93 - $57.47 $61,019 - $62,699
1,091 Added 9.47%
12,606 $698 Million
Q4 2024

Feb 24, 2025
BUY
$56.66 - $58.1 $31,786 - $32,594
561 Added 5.12%
11,515 $658 Million
Q3 2024

Oct 15, 2024
BUY
$56.65 - $58.17 $620,544 - $637,194
10,954 New
10,954 $630 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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