Morton Capital Management Llc/Ca Ishares California Muni Bond E Transaction History

Morton Capital Management Llc/Ca

$609 Billion
Q3 2025

A detailed history of Morton Capital Management Llc/Ca transactions in Ishares California Muni Bond E stock. As of the latest transaction made, Morton Capital Management Llc/Ca holds 3,654 shares of CMF stock, worth $209,556. This represents 0.03% of its overall portfolio holdings.

Number of Shares

3,654

Previous 3,626 0.77%

Holding current value

$209,556

Previous $202 Million 3.12%

% of portfolio

0.03%

Previous 0.04%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 23, 2025	BUY	$55.16 - $57.13 $1,544 - $1,599	28 Added 0.77%	3,654 $208 Million
Q2 2025 Jul 23, 2025	BUY	$54.52 - $56.7 $1,526 - $1,587	28 Added 0.78%	3,626 $202 Million
Q1 2025 Apr 17, 2025	BUY	$55.93 - $57.47 $950 - $976	17 Added 0.47%	3,598 $203 Million
Q4 2024 Jan 14, 2025	BUY	$56.66 - $58.1 $1,926 - $1,975	34 Added 0.96%	3,581 $205 Million
Q3 2024 Oct 08, 2024	BUY	$56.65 - $58.17 $1,359 - $1,396	24 Added 0.68%	3,547 $206 Million

Q2 2024 Jul 12, 2024	SELL	$56.38 - $57.26 $32,869 - $33,382	-583 Reduced 14.2%	3,523 $200 Million
Q1 2024 Apr 12, 2024	BUY	$57.33 - $58.04 $1,031 - $1,044	18 Added 0.44%	4,106 $236 Million
Q4 2023 Jan 18, 2024	BUY	$53.93 - $58.09 $220,465 - $237,471	4,088 New	4,088 $237 Million

Others Institutions Holding CMF

# of Institutions

351

Shares Held

42.1M

Call Options Held

Put Options Held

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About ISHARES CALIFORNIA MUNI BOND E

Ticker CMF
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Morton Capital Management Llc/Ca Ishares California Muni Bond E Transaction History