Creative Planning Ishares California Muni Bond E Transaction History

Creative Planning

$116 Billion
Q2 2025

A detailed history of Creative Planning transactions in Ishares California Muni Bond E stock. As of the latest transaction made, Creative Planning holds 200,340 shares of CMF stock, worth $11.1 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

200,340

Previous 242,713 17.46%

Holding current value

$11.1 Million

Previous $13.7 Million 18.25%

% of portfolio

0.01%

Previous 0.01%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 08, 2025	SELL	$54.52 - $56.7 $2.31 Million - $2.4 Million	-42,373 Reduced 17.46%	200,340 $11.2 Million
Q1 2025 May 15, 2025	BUY	$55.93 - $57.47 $3.49 Million - $3.59 Million	62,456 Added 34.65%	242,713 $13.7 Million
Q4 2024 Feb 14, 2025	SELL	$56.66 - $58.1 $627,226 - $643,167	-11,070 Reduced 5.79%	180,257 $10.3 Million
Q3 2024 Oct 11, 2024	BUY	$56.65 - $58.17 $883,513 - $907,219	15,596 Added 8.87%	191,327 $11.1 Million
Q2 2024 Aug 15, 2024	SELL	$56.38 - $57.26 $664,889 - $675,267	-11,793 Reduced 6.29%	175,731 $10 Million
Q1 2024 May 10, 2024	BUY	$57.33 - $58.04 $856,682 - $867,291	14,943 Added 8.66%	187,524 $10.8 Million
Q4 2023 Feb 14, 2024	SELL	$53.93 - $58.09 $1.53 Million - $1.65 Million	-28,337 Reduced 14.1%	172,581 $10 Million
Q3 2023 Nov 16, 2023	BUY	$54.65 - $57.2 $403,043 - $421,850	7,375 Added 3.81%	200,918 $11 Million
Q2 2023 Jul 21, 2023	BUY	$56.03 - $57.9 $812,603 - $839,723	14,503 Added 8.1%	193,543 $11 Million
Q1 2023 May 15, 2023	BUY	$55.81 - $57.67 $1.57 Million - $1.62 Million	28,154 Added 18.66%	179,040 $10.3 Million
Q4 2022 Feb 10, 2023	BUY	$53.99 - $56.91 $2.6 Million - $2.74 Million	48,082 Added 46.77%	150,886 $8.47 Million
Q3 2022 Nov 03, 2022	BUY	$54.22 - $57.98 $1 Million - $1.07 Million	18,524 Added 21.98%	102,804 $5.57 Million
Q2 2022 Aug 15, 2022	BUY	$55.37 - $58.09 $3.12 Million - $3.27 Million	56,258 Added 200.76%	84,280 $4.76 Million
Q1 2022 May 16, 2022	BUY	$58.05 - $62.27 $1.31 Million - $1.41 Million	22,572 Added 414.17%	28,022 $1.63 Million
Q4 2021 Feb 11, 2022	SELL	$61.79 - $62.37 $702,861 - $709,458	-11,375 Reduced 67.61%	5,450 $340,000
Q3 2021 Nov 10, 2021	BUY	$62.08 - $62.98 $467,586 - $474,365	7,532 Added 81.05%	16,825 $1.04 Million
Q2 2021 Aug 04, 2021	BUY	$62.05 - $62.84 $49,577 - $50,209	799 Added 9.41%	9,293 $582,000
Q1 2021 Apr 30, 2021	SELL	$61.72 - $63.18 $438,088 - $448,451	-7,098 Reduced 45.52%	8,494 $528,000
Q4 2020 Jan 29, 2021	BUY	$61.84 - $62.92 $964,209 - $981,048	15,592 New	15,592 $980,000
Q2 2020 Jul 23, 2020	SELL	$58.99 - $62.38 $267,165 - $282,519	-4,529 Closed	0 $0
Q1 2020 May 05, 2020	BUY	$53.78 - $62.95 $243,569 - $285,100	4,529 New	4,529 $274,000
Q1 2018 Apr 18, 2018	SELL	$58.0 - $59.3 $197,142 - $201,560	-3,399 Closed	0 $0
Q4 2017 Jan 17, 2018	BUY	$58.67 - $59.59 $199,419 - $202,546	3,399	3,399 $201,000

Others Institutions Holding CMF

# of Institutions

335

Shares Held

48.6M

Call Options Held

Put Options Held

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About ISHARES CALIFORNIA MUNI BOND E

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Creative Planning Ishares California Muni Bond E Transaction History