Financial Advocates Investment Management Ishares California Muni Bond E Transaction History

Financial Advocates Investment Management

  • $1.71 Billion
  • Q4 2024

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 $540,284. This represents 0.03% of its overall portfolio holdings.

Number of Shares
9,497
Previous 9,840 3.49%
Holding current value
$540,284
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

# of Institutions
309
Shares Held
39.4M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES CALIFORNIA MUNI BOND E

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