Heritage Wealth Management, Inc. /Ca/ Ishares California Muni Bond E Transaction History

Heritage Wealth Management, Inc. /Ca/

$139 Billion
Q4 2024

A detailed history of Heritage Wealth Management, Inc. /Ca/ transactions in Ishares California Muni Bond E stock. As of the latest transaction made, Heritage Wealth Management, Inc. /Ca/ holds 47,811 shares of CMF stock, worth $2.72 Million. This represents 1.97% of its overall portfolio holdings.

Number of Shares

47,811

Previous 49,386 3.19%

Holding current value

$2.72 Million

Previous $2.87 Billion 4.57%

% of portfolio

1.97%

Previous 2.03%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 11, 2025	SELL	$56.66 - $58.1 $89,239 - $91,507	-1,575 Reduced 3.19%	47,811 $2.74 Billion
Q3 2024 Oct 18, 2024	SELL	$56.65 - $58.17 $98,910 - $101,564	-1,746 Reduced 3.41%	49,386 $2.87 Billion
Q2 2024 Jul 25, 2024	SELL	$56.38 - $57.26 $60,946 - $61,898	-1,081 Reduced 2.07%	51,132 $2.91 Billion
Q1 2024 May 06, 2024	BUY	$57.33 - $58.04 $318,181 - $322,122	5,550 Added 11.89%	52,213 $3 Billion
Q4 2023 Feb 14, 2024	BUY	$53.93 - $58.09 $2.52 Million - $2.71 Million	46,663 New	46,663 $2.7 Billion

Others Institutions Holding CMF

# of Institutions

313

Shares Held

39.5M

Call Options Held

Put Options Held

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About ISHARES CALIFORNIA MUNI BOND E

Ticker CMF
Sector ETFs
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Heritage Wealth Management, Inc. /Ca/ Ishares California Muni Bond E Transaction History