Perigon Wealth Management, LLC Ishares California Muni Bond E Transaction History

Perigon Wealth Management, LLC

  • $3.97 Billion
  • Q4 2024

A detailed history of Perigon Wealth Management, LLC transactions in Ishares California Muni Bond E stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 6,968 shares of CMF stock, worth $396,618. This represents 0.01% of its overall portfolio holdings.

Number of Shares
6,968
Holding current value
$396,618
% of portfolio
0.01%

Shares

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

Jan 22, 2025
BUY
$56.66 - $58.1 $394,806 - $404,840
6,968 New
6,968 $399,000
Q2 2022

Aug 11, 2022
SELL
$55.37 - $58.09 $239,862 - $251,645
-4,332 Closed
0 $0
Q1 2022

May 16, 2022
BUY
$58.05 - $62.27 $18,285 - $19,615
315 Added 7.84%
4,332 $252,000
Q4 2021

Feb 11, 2022
BUY
$61.79 - $62.37 $2,595 - $2,619
42 Added 1.06%
4,017 $250,000
Q3 2021

Nov 01, 2021
BUY
$62.08 - $62.98 $246,768 - $250,345
3,975 New
3,975 $247,000
Q3 2021

Oct 25, 2021
SELL
$62.08 - $62.98 $245,898 - $249,463
-3,961 Closed
0 $0
Q2 2021

Jul 19, 2021
BUY
$62.05 - $62.84 $930 - $942
15 Added 0.38%
3,961 $248,000
Q1 2021

May 17, 2021
BUY
$61.72 - $63.18 $189,665 - $194,152
3,073 Added 352.0%
3,946 $245,000
Q4 2020

Jan 28, 2021
BUY
$61.84 - $62.92 $53,986 - $54,929
873 New
873 $55,000
Q3 2018

Nov 13, 2018
SELL
$57.8 - $58.76 $2.15 Million - $2.19 Million
-37,192 Closed
0 $0
Q2 2018

Aug 09, 2018
BUY
$57.73 - $58.7 $2.15 Million - $2.18 Million
37,192 New
37,192 $2.18 Million
Q2 2018

Aug 07, 2018
SELL
$57.73 - $58.7 $130,412 - $132,603
-2,259 Closed
0 $0
Q1 2018

May 15, 2018
BUY
$58.0 - $59.3 $92,220 - $94,287
1,590 Added 237.67%
2,259 $132,000
Q4 2017

Feb 14, 2018
SELL
$58.67 - $59.59 $419,314 - $425,889
-7,147 Reduced 91.44%
669 $40,000
Q3 2017

Dec 05, 2017
SELL
$59.22 - $59.45 $213,784 - $214,614
-3,610 Reduced 31.59%
7,816 $926,000
Q2 2017

Sep 12, 2017
BUY
N/A
11,426
11,426 $1.35 Million

Others Institutions Holding CMF

# of Institutions
302
Shares Held
38.7M
Call Options Held
5K
Put Options Held
4.5K
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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