A detailed history of Financial Advocates Investment Management transactions in Ishares California Muni Bond E stock. As of the latest transaction made, Financial Advocates Investment Management holds 9,497 shares of CMF stock, worth $540,854. This represents 0.03% of its overall portfolio holdings.

Number of Shares
9,497
Previous 9,840 3.49%
Holding current value
$540,854
Previous $571,000 4.9%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Jan 27, 2025

SELL
$56.66 - $58.1 $19,434 - $19,928
-343 Reduced 3.49%
9,497 $543,000
Q3 2024

Oct 25, 2024

SELL
$56.65 - $58.17 $21,810 - $22,395
-385 Reduced 3.77%
9,840 $571,000
Q2 2024

Jul 26, 2024

SELL
$56.38 - $57.26 $251,172 - $255,093
-4,455 Reduced 30.35%
10,225 $581,000
Q1 2024

May 01, 2024

BUY
$57.33 - $58.04 $15,937 - $16,135
278 Added 1.93%
14,680 $844,000
Q4 2023

Feb 08, 2024

BUY
$53.93 - $58.09 $776,699 - $836,612
14,402 New
14,402 $834,000
Q2 2022

Aug 12, 2022

BUY
$55.37 - $58.09 $252,764 - $265,180
4,565 Added 116.87%
8,471 $478,000
Q1 2022

May 11, 2022

BUY
$58.05 - $62.27 $4,760 - $5,106
82 Added 2.14%
3,906 $227,000
Q4 2021

Feb 14, 2022

BUY
$61.79 - $62.37 $1,174 - $1,185
19 Added 0.5%
3,824 $238,000
Q3 2021

Nov 04, 2021

SELL
$62.08 - $62.98 $19,927 - $20,216
-321 Reduced 7.78%
3,805 $236,000
Q2 2021

Aug 03, 2021

BUY
$62.05 - $62.84 $496 - $502
8 Added 0.19%
4,126 $259,000
Q1 2021

May 10, 2021

SELL
$61.72 - $63.18 $68,817 - $70,445
-1,115 Reduced 21.31%
4,118 $255,000
Q4 2020

Feb 12, 2021

BUY
$61.84 - $62.92 $35,186 - $35,801
569 Added 12.2%
5,233 $378,000
Q3 2020

Nov 04, 2020

BUY
$62.0 - $63.15 $16,988 - $17,303
274 Added 6.24%
4,664 $291,000
Q2 2020

Aug 14, 2020

SELL
$58.99 - $62.38 $14,688 - $15,532
-249 Reduced 5.37%
4,390 $277,000
Q1 2020

Apr 29, 2020

SELL
$53.78 - $62.95 $113,959 - $133,391
-2,119 Reduced 31.36%
4,639 $281,000
Q4 2019

Feb 13, 2020

BUY
$60.79 - $61.64 $19,999 - $20,279
329 Added 5.12%
6,758 $414,000
Q3 2019

Nov 13, 2019

BUY
$60.49 - $61.99 $9,738 - $9,980
161 Added 2.57%
6,429 $394,000
Q2 2019

Aug 08, 2019

SELL
$59.26 - $60.67 $8,829 - $9,039
-149 Reduced 2.32%
6,268 $380,000
Q1 2019

May 16, 2019

SELL
$58.26 - $59.59 $113,548 - $116,140
-1,949 Reduced 23.3%
6,417 $382,000
Q4 2018

Feb 14, 2019

SELL
$56.95 - $58.45 $1.92 Million - $1.97 Million
-33,642 Reduced 80.08%
8,366 $488,000
Q3 2018

Nov 14, 2018

BUY
$57.8 - $58.76 $871,855 - $886,335
15,084 Added 56.02%
42,008 $0
Q2 2018

Aug 09, 2018

BUY
$57.73 - $58.7 $14,259 - $14,498
247 Added 0.93%
26,924 $1.57 Million
Q1 2018

May 11, 2018

BUY
$58.0 - $59.3 $20,358 - $20,814
351 Added 1.33%
26,677 $1.56 Million
Q4 2017

Feb 15, 2018

BUY
$58.67 - $59.59 $1.54 Million - $1.57 Million
26,326
26,326 $1.56 Million

Others Institutions Holding CMF

About ISHARES CALIFORNIA MUNI BOND E


  • Ticker CMF
  • Sector ETFs
  • Industry ETFs
More about CMF
Track This Portfolio

Track Financial Advocates Investment Management Portfolio

Follow Financial Advocates Investment Management 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 Financial Advocates Investment Management, based on Form 13F filings with the SEC.

News

Stay updated on Financial Advocates Investment Management with notifications on news.