Avantax Advisory Services, Inc. Ishares California Muni Bond E Transaction History

Avantax Advisory Services, Inc.

  • $15.6 Billion
  • Q4 2024

A detailed history of Avantax Advisory Services, Inc. transactions in Ishares California Muni Bond E stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 53,772 shares of CMF stock, worth $3.04 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
53,772
Previous 25,958 107.15%
Holding current value
$3.04 Million
Previous $1.51 Million 104.24%
% of portfolio
0.02%
Previous 0.01%

Shares

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

Feb 07, 2025
BUY
$56.66 - $58.1 $1.58 Million - $1.62 Million
27,814 Added 107.15%
53,772 $3.08 Million
Q3 2024

Nov 13, 2024
BUY
$56.65 - $58.17 $393,264 - $403,816
6,942 Added 36.51%
25,958 $1.51 Million
Q2 2024

Aug 09, 2024
BUY
$56.38 - $57.26 $31,460 - $31,951
558 Added 3.02%
19,016 $1.08 Million
Q1 2024

May 08, 2024
BUY
$57.33 - $58.04 $32,276 - $32,676
563 Added 3.15%
18,458 $1.06 Million
Q4 2023

Feb 07, 2024
BUY
$53.93 - $58.09 $347,794 - $374,622
6,449 Added 56.34%
17,895 $1.04 Million
Q3 2023

Nov 07, 2023
SELL
$54.65 - $57.2 $562,075 - $588,302
-10,285 Reduced 47.33%
11,446 $627,000
Q2 2023

Aug 11, 2023
BUY
$56.03 - $57.9 $18,938 - $19,570
338 Added 1.58%
21,731 $1.24 Million
Q1 2023

Apr 28, 2023
BUY
$55.81 - $57.67 $68,646 - $70,934
1,230 Added 6.1%
21,393 $1.23 Million
Q4 2022

Feb 13, 2023
BUY
$53.99 - $56.91 $9,718 - $10,243
180 Added 0.9%
20,163 $1.13 Million
Q3 2022

Nov 01, 2022
BUY
$54.22 - $57.98 $506,469 - $541,591
9,341 Added 87.77%
19,983 $1.08 Million
Q2 2022

Aug 02, 2022
SELL
$55.37 - $58.09 $22,148 - $23,236
-400 Reduced 3.62%
10,642 $601,000
Q1 2021

May 13, 2021
BUY
$61.72 - $63.18 $126,526 - $129,519
2,050 Added 22.8%
11,042 $686,000
Q4 2020

Jan 22, 2021
SELL
$61.84 - $62.92 $469,984 - $478,192
-7,600 Reduced 45.81%
8,992 $565,000
Q3 2020

Oct 14, 2020
BUY
$62.0 - $63.15 $448,632 - $456,953
7,236 Added 77.34%
16,592 $1.04 Million
Q2 2020

Aug 06, 2020
BUY
$58.99 - $62.38 $58 - $62
1 Added 0.01%
9,356 $582,000
Q4 2019

Feb 14, 2020
BUY
$60.79 - $61.64 $219,695 - $222,766
3,614 Added 62.95%
9,355 $573,000
Q3 2019

Nov 08, 2019
BUY
$60.49 - $61.99 $17,542 - $17,977
290 Added 5.32%
5,741 $352,000
Q2 2019

Aug 06, 2019
BUY
$59.26 - $60.67 $26,726 - $27,362
451 Added 9.02%
5,451 $331,000
Q1 2019

May 13, 2019
SELL
$58.26 - $59.59 $5,534 - $5,661
-95 Reduced 1.86%
5,000 $298,000
Q4 2018

Feb 13, 2019
BUY
$56.95 - $58.45 $290,160 - $297,802
5,095 New
5,095 $298,000

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
  • Industry ETFs
More about CMF
Track This Portfolio

Track Avantax Advisory Services, Inc. Portfolio

Follow Avantax Advisory Services, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Avantax Advisory Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Avantax Advisory Services, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email