Shira Ridge Wealth Management Ishares California Muni Bond E Transaction History

Shira Ridge Wealth Management

$204 Billion
Q4 2024

A detailed history of Shira Ridge Wealth Management transactions in Ishares California Muni Bond E stock. As of the latest transaction made, Shira Ridge Wealth Management holds 25,111 shares of CMF stock, worth $1.43 Million. This represents 0.7% of its overall portfolio holdings.

Number of Shares

25,111

Previous 11,058 127.08%

Holding current value

$1.43 Million

Previous $643 Million 123.84%

% of portfolio

0.7%

Previous 0.33%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 13, 2025	BUY	$56.66 - $58.1 $796,242 - $816,479	14,053 Added 127.08%	25,111 $1.44 Billion
Q3 2024 Oct 10, 2024	BUY	$56.65 - $58.17 $133,694 - $137,281	2,360 Added 27.13%	11,058 $643 Million
Q2 2024 Jul 11, 2024	BUY	$56.38 - $57.26 $151,098 - $153,456	2,680 Added 44.53%	8,698 $495 Million
Q1 2024 Apr 18, 2024	BUY	$57.33 - $58.04 $14,389 - $14,568	251 Added 4.35%	6,018 $346 Million
Q4 2023 Jan 10, 2024	BUY	$53.93 - $58.09 $311,014 - $335,005	5,767 New	5,767 $334 Million
Q1 2023 May 08, 2023	BUY	$55.81 - $57.67 $213,082 - $220,184	3,818 New	3,818 $219 Million

Others Institutions Holding CMF

# of Institutions

309

Shares Held

39.4M

Call Options Held

Put Options Held

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About ISHARES CALIFORNIA MUNI BOND E

Ticker CMF
Sector ETFs
Industry ETFs

More about CMF

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Shira Ridge Wealth Management Ishares California Muni Bond E Transaction History