Invera Wealth Advisors, LLC Ishares California Muni Bond E Transaction History

Invera Wealth Advisors, LLC

  • $146 Million
  • Q4 2025

A detailed history of Invera Wealth Advisors, LLC transactions in Ishares California Muni Bond E stock. As of the latest transaction made, Invera Wealth Advisors, LLC holds 7,782 shares of CMF stock, worth $446,297. This represents 0.31% of its overall portfolio holdings.

Number of Shares
7,782
Previous 12,462 37.55%
Holding current value
$446,297
Previous $710,000 37.18%
% of portfolio
0.31%
Previous 0.47%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 23, 2026
SELL
$56.96 - $57.62 $266,572 - $269,661
-4,680 Reduced 37.55%
7,782 $446,000
Q3 2025

Oct 29, 2025
SELL
$55.16 - $57.13 $9,708 - $10,054
-176 Reduced 1.39%
12,462 $710,000
Q2 2025

Oct 29, 2025
SELL
$54.52 - $56.7 $7,905 - $8,221
-145 Reduced 1.13%
12,638 $704,000
Q1 2025

Oct 29, 2025
BUY
$55.93 - $57.47 $714,953 - $734,639
12,783 New
12,783 $719,000
Q4 2023

Apr 22, 2024
BUY
$53.93 - $58.09 $1.15 Million - $1.24 Million
21,366 New
21,366 $1.24 Billion
Q4 2023

Jan 16, 2024
BUY
$53.93 - $58.09 $1.15 Million - $1.24 Million
21,366 New
21,366 $1.24 Million

Others Institutions Holding CMF

# of Institutions
354
Shares Held
42.3M
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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