Journey Strategic Wealth LLC Ishares California Muni Bond E Transaction History

Journey Strategic Wealth LLC

$2.71 Billion
Q3 2024

A detailed history of Journey Strategic Wealth LLC transactions in Ishares California Muni Bond E stock. As of the latest transaction made, Journey Strategic Wealth LLC holds 18,186 shares of CMF stock, worth $1.04 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

18,186

Previous 18,519 1.8%

Holding current value

$1.04 Million

Previous $1.05 Million 0.28%

% of portfolio

0.04%

Previous 0.04%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	SELL	$56.65 - $58.17 $18,864 - $19,370	-333 Reduced 1.8%	18,186 $1.06 Million
Q2 2024 Aug 14, 2024	BUY	$56.38 - $57.26 $89,418 - $90,814	1,586 Added 9.37%	18,519 $1.05 Million
Q1 2024 May 13, 2024	BUY	$57.33 - $58.04 $171,416 - $173,539	2,990 Added 21.44%	16,933 $974,000
Q4 2023 Feb 09, 2024	SELL	$53.93 - $58.09 $1.15 Million - $1.24 Million	-21,357 Reduced 60.5%	13,943 $807,000
Q3 2023 Nov 08, 2023	BUY	$54.65 - $57.2 $485,893 - $508,565	8,891 Added 33.67%	35,300 $1.94 Million
Q2 2023 Aug 14, 2023	SELL	$56.03 - $57.9 $66,731 - $68,958	-1,191 Reduced 4.32%	26,409 $1.5 Million
Q1 2023 May 11, 2023	SELL	$55.81 - $57.67 $252,428 - $260,841	-4,523 Reduced 14.08%	27,600 $1.58 Million
Q4 2022 Feb 14, 2023	BUY	$53.99 - $56.91 $1.73 Million - $1.83 Million	32,123 New	32,123 $1.8 Million

Others Institutions Holding CMF

# of Institutions

289

Shares Held

38.7M

Call Options Held

Put Options Held

4.5K

View Full List

About ISHARES CALIFORNIA MUNI BOND E

Ticker CMF
Sector ETFs
Industry ETFs

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Journey Strategic Wealth LLC Ishares California Muni Bond E Transaction History