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 $2.97 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

53,772

Previous 25,958 107.15%

Holding current value

$2.97 Million

Previous $1.51 Million 104.24%

% of portfolio

0.02%

Previous 0.01%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

317

Shares Held

46.7M

Call Options Held

Put Options Held

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About ISHARES CALIFORNIA MUNI BOND E

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