Safeguard Investment Advisory Group, LLC Ishares California Muni Bond E Transaction History

Safeguard Investment Advisory Group, LLC

  • $364 Million
  • Q4 2024

A detailed history of Safeguard Investment Advisory Group, LLC transactions in Ishares California Muni Bond E stock. As of the latest transaction made, Safeguard Investment Advisory Group, LLC holds 18,809 shares of CMF stock, worth $1.07 Million. This represents 0.3% of its overall portfolio holdings.

Number of Shares
18,809
Previous 19,947 5.71%
Holding current value
$1.07 Million
Previous $1.16 Million 7.08%
% of portfolio
0.3%
Previous 0.33%

Shares

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

Feb 14, 2025
SELL
$56.66 - $58.1 $64,479 - $66,117
-1,138 Reduced 5.71%
18,809 $1.08 Million
Q3 2024

Nov 14, 2024
SELL
$56.65 - $58.17 $48,662 - $49,968
-859 Reduced 4.13%
19,947 $1.16 Million
Q2 2024

Aug 09, 2024
SELL
$56.38 - $57.26 $115,635 - $117,440
-2,051 Reduced 8.97%
20,806 $1.18 Million
Q1 2024

May 13, 2024
SELL
$57.33 - $58.04 $200,483 - $202,965
-3,497 Reduced 13.27%
22,857 $1.32 Million
Q4 2023

Jan 26, 2024
SELL
$53.93 - $58.09 $77,605 - $83,591
-1,439 Reduced 5.18%
26,354 $1.53 Million
Q3 2023

Nov 14, 2023
SELL
$54.65 - $57.2 $76,236 - $79,794
-1,395 Reduced 4.78%
27,793 $1.52 Million
Q2 2023

Aug 01, 2023
SELL
$56.03 - $57.9 $226,249 - $233,800
-4,038 Reduced 12.15%
29,188 $1.66 Million
Q1 2023

May 04, 2023
SELL
$55.81 - $57.67 $107,880 - $111,476
-1,933 Reduced 5.5%
33,226 $1.91 Million
Q4 2022

Jan 26, 2023
SELL
$53.99 - $56.91 $99,125 - $104,486
-1,836 Reduced 4.96%
35,159 $0
Q3 2022

Oct 25, 2022
SELL
$54.22 - $57.98 $746,121 - $797,862
-13,761 Reduced 27.11%
36,995 $2.01 Million
Q1 2022

May 04, 2022
BUY
$58.05 - $62.27 $296,171 - $317,701
5,102 Added 11.18%
50,756 $2.95 Million
Q4 2021

Feb 03, 2022
BUY
$61.79 - $62.37 $355,292 - $358,627
5,750 Added 14.41%
45,654 $2.85 Million
Q3 2021

Oct 20, 2021
BUY
$62.08 - $62.98 $1.6 Million - $1.62 Million
25,746 Added 181.85%
39,904 $2.48 Million
Q2 2021

Jul 23, 2021
BUY
$62.05 - $62.84 $426,159 - $431,585
6,868 Added 94.21%
14,158 $886,000
Q1 2021

May 10, 2021
SELL
$61.72 - $63.18 $22,651 - $23,187
-367 Reduced 4.79%
7,290 $452,000
Q4 2020

Feb 18, 2021
BUY
$61.84 - $62.92 $473,508 - $481,778
7,657 New
7,657 $481,000

Others Institutions Holding CMF

# of Institutions
309
Shares Held
39.4M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES CALIFORNIA MUNI BOND E

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