Opes Wealth Management LLC Ishares California Muni Bond E Transaction History

Opes Wealth Management LLC

  • $486 Million
  • Q4 2024

A detailed history of Opes Wealth Management LLC transactions in Ishares California Muni Bond E stock. As of the latest transaction made, Opes Wealth Management LLC holds 344,721 shares of CMF stock, worth $19.5 Million. This represents 4.06% of its overall portfolio holdings.

Number of Shares
344,721
Previous 324,843 6.12%
Holding current value
$19.5 Million
Previous $18.9 Million 4.6%
% of portfolio
4.06%
Previous 3.67%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 30, 2025
BUY
$56.66 - $58.1 $1.13 Million - $1.15 Million
19,878 Added 6.12%
344,721 $19.7 Million
Q3 2024

Oct 29, 2024
SELL
$56.65 - $58.17 $258,493 - $265,429
-4,563 Reduced 1.39%
324,843 $18.9 Million
Q2 2024

Aug 05, 2024
SELL
$56.38 - $57.26 $601,969 - $611,365
-10,677 Reduced 3.14%
329,406 $18.7 Million
Q1 2024

May 02, 2024
BUY
$57.33 - $58.04 $2.64 Million - $2.67 Million
45,969 Added 15.63%
340,083 $19.6 Million
Q4 2023

Jan 31, 2024
BUY
$53.93 - $58.09 $853,873 - $919,738
15,833 Added 5.69%
294,114 $17 Million
Q3 2023

Nov 02, 2023
BUY
$54.65 - $57.2 $1.53 Million - $1.6 Million
27,906 Added 11.15%
278,281 $15.3 Million
Q2 2023

Aug 02, 2023
BUY
$56.03 - $57.9 $224,736 - $232,236
4,011 Added 1.63%
250,375 $14.3 Million
Q1 2023

May 01, 2023
BUY
$55.81 - $57.67 $1.71 Million - $1.76 Million
30,571 Added 14.17%
246,364 $14.1 Million
Q4 2022

Jan 30, 2023
BUY
$53.99 - $56.91 $925,172 - $975,209
17,136 Added 8.63%
215,793 $12.1 Million
Q3 2022

Oct 31, 2022
BUY
$54.22 - $57.98 $10.6 Million - $11.3 Million
194,977 Added 5298.29%
198,657 $10.8 Million
Q2 2022

Aug 10, 2022
SELL
$55.37 - $58.09 $8.01 Million - $8.4 Million
-144,607 Reduced 97.52%
3,680 $208,000
Q1 2022

May 05, 2022
BUY
$58.05 - $62.27 $1.76 Million - $1.89 Million
30,378 Added 25.76%
148,287 $8.63 Million
Q4 2021

Jan 31, 2022
BUY
$61.79 - $62.37 $766,628 - $773,824
12,407 Added 11.76%
117,909 $7.35 Million
Q3 2021

Oct 29, 2021
BUY
$62.08 - $62.98 $1.52 Million - $1.55 Million
24,556 Added 30.34%
105,502 $6.55 Million
Q2 2021

Aug 03, 2021
SELL
$62.05 - $62.84 $1.03 Million - $1.04 Million
-16,620 Reduced 17.03%
80,946 $5.07 Million
Q1 2021

May 10, 2021
BUY
$61.72 - $63.18 $5.35 Million - $5.47 Million
86,647 Added 793.54%
97,566 $6.06 Million
Q4 2020

Jan 29, 2021
SELL
$61.84 - $62.92 $864,399 - $879,495
-13,978 Reduced 56.14%
10,919 $686,000
Q3 2020

Nov 09, 2020
BUY
$62.0 - $63.15 $806 - $820
13 Added 0.05%
24,897 $1.55 Million
Q2 2020

Aug 11, 2020
BUY
$58.99 - $62.38 $1.47 Million - $1.55 Million
24,884 New
24,884 $1.55 Million

Others Institutions Holding CMF

# of Institutions
314
Shares Held
39.5M
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
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More about CMF
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