Falcon Wealth Planning Ishares California Muni Bond E Transaction History

Falcon Wealth Planning

  • $889 Million
  • Q2 2025

A detailed history of Falcon Wealth Planning transactions in Ishares California Muni Bond E stock. As of the latest transaction made, Falcon Wealth Planning holds 5,947 shares of CMF stock, worth $330,712. This represents 0.04% of its overall portfolio holdings.

Number of Shares
5,947
Previous 8,896 33.15%
Holding current value
$330,712
Previous $500,000 33.8%
% of portfolio
0.04%
Previous 0.06%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 16, 2025
SELL
$54.52 - $56.7 $160,779 - $167,208
-2,949 Reduced 33.15%
5,947 $331,000
Q1 2025

Apr 24, 2025
SELL
$55.93 - $57.47 $6,040 - $6,206
-108 Reduced 1.2%
8,896 $500,000
Q4 2024

Jan 22, 2025
BUY
$56.66 - $58.1 $248,907 - $255,233
4,393 Added 95.27%
9,004 $515,000
Q3 2024

Oct 30, 2024
SELL
$56.65 - $58.17 $47,076 - $48,339
-831 Reduced 15.27%
4,611 $267,000
Q2 2024

Jul 16, 2024
SELL
$56.38 - $57.26 $40,086 - $40,711
-711 Reduced 11.56%
5,442 $309,000
Q4 2023

Jan 10, 2024
BUY
$53.93 - $58.09 $17,689 - $19,053
328 Added 5.63%
6,153 $356,000
Q3 2023

Oct 05, 2023
SELL
$54.65 - $57.2 $44,976 - $47,075
-823 Reduced 12.38%
5,825 $319,000
Q2 2023

Jul 13, 2023
SELL
$56.03 - $57.9 $40,061 - $41,398
-715 Reduced 9.71%
6,648 $378,000
Q1 2023

May 15, 2023
SELL
$55.81 - $57.67 $6,753 - $6,978
-121 Reduced 1.62%
7,363 $422,000
Q4 2022

Jan 20, 2023
SELL
$53.99 - $56.91 $2,375 - $2,504
-44 Reduced 0.58%
7,484 $0
Q3 2022

Nov 10, 2022
SELL
$54.22 - $57.98 $2,927 - $3,130
-54 Reduced 0.71%
7,528 $408,000
Q2 2022

Jul 20, 2022
SELL
$55.37 - $58.09 $90,308 - $94,744
-1,631 Reduced 17.7%
7,582 $428,000
Q1 2022

May 05, 2022
SELL
$58.05 - $62.27 $125,039 - $134,129
-2,154 Reduced 18.95%
9,213 $536,000
Q4 2021

Jan 24, 2022
SELL
$61.79 - $62.37 $44,303 - $44,719
-717 Reduced 5.93%
11,367 $709,000
Q3 2021

Oct 19, 2021
BUY
$62.08 - $62.98 $178,542 - $181,130
2,876 Added 31.23%
12,084 $750,000
Q2 2021

Aug 10, 2021
SELL
$62.05 - $62.84 $114,296 - $115,751
-1,842 Reduced 16.67%
9,208 $577,000
Q1 2021

Apr 20, 2021
BUY
$61.72 - $63.18 $49,314 - $50,480
799 Added 7.79%
11,050 $686,000
Q4 2020

Feb 01, 2021
BUY
$61.84 - $62.92 $633,921 - $644,992
10,251 New
10,251 $644,000

Others Institutions Holding CMF

# of Institutions
334
Shares Held
48.8M
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
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