Ifp Advisors, Inc Ishares California Muni Bond E Transaction History

Ifp Advisors, Inc

$2.91 Billion
Q4 2024

A detailed history of Ifp Advisors, Inc transactions in Ishares California Muni Bond E stock. As of the latest transaction made, Ifp Advisors, Inc holds 1,321 shares of CMF stock, worth $75,917. This represents 0.0% of its overall portfolio holdings.

Number of Shares

1,321

Previous 1,321 -0.0%

Holding current value

$75,917

Previous $76,000 1.32%

% of portfolio

0.0%

Previous 0.0%

32 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Feb 04, 2025	SELL	$56.65 - $58.17 $16,995 - $17,451	-300 Reduced 18.51%	1,321 $76,000
Q4 2023 Jan 09, 2024	SELL	$53.93 - $58.09 $165,403 - $178,162	-3,067 Reduced 65.42%	1,621 $93,000
Q3 2023 Oct 12, 2023	BUY	$54.65 - $57.2 $34,757 - $36,379	636 Added 15.7%	4,688 $257,000
Q2 2023 Aug 04, 2023	BUY	$56.03 - $57.9 $1,288 - $1,331	23 Added 0.57%	4,052 $230,000
Q1 2023 Apr 18, 2023	BUY	$55.81 - $57.67 $837 - $865	15 Added 0.37%	4,029 $231,000
Q4 2022 Feb 07, 2023	BUY	$53.99 - $56.91 $1,511 - $1,593	28 Added 0.7%	4,014 $235,000
Q3 2022 Nov 08, 2022	BUY	$54.22 - $57.98 $975 - $1,043	18 Added 0.45%	3,986 $233,000
Q2 2022 Sep 06, 2022	BUY	$55.37 - $58.09 $219,708 - $230,501	3,968 New	3,968 $232,000
Q2 2022 Aug 12, 2022	SELL	$55.37 - $58.09 $219,708 - $230,501	-3,968 Closed	0 $0
Q1 2022 Sep 06, 2022	BUY	$58.05 - $62.27 $230,342 - $247,087	3,968 New	3,968 $230,000
Q3 2021 Oct 06, 2021	SELL	$62.08 - $62.98 $0 - $0	0 Closed	0 $0
Q2 2021 Jul 13, 2021	BUY	$62.05 - $62.84 $0 - $0	0 New	0 $0
Q1 2021 Apr 30, 2021	BUY	$61.72 - $63.18 $0 - $0	0 New	0 $0
Q4 2020 Jan 25, 2021	BUY	$61.84 - $62.92 $0 - $0	0 New	0 $0
Q3 2020 Oct 29, 2020	BUY	$62.0 - $63.15 $0 - $0	0 New	0 $0
Q2 2020 Aug 05, 2020	BUY	$58.99 - $62.38 $0 - $0	0 New	0 $0
Q1 2020 May 12, 2020	BUY	$53.78 - $62.95 $0 - $0	0 New	0 $0
Q4 2019 Jan 17, 2020	BUY	$60.79 - $61.64 $0 - $0	0 New	0 $0
Q3 2019 Nov 07, 2019	SELL	$60.49 - $61.99 $203,972 - $209,030	-3,372 Closed	0 $0
Q1 2019 May 15, 2019	SELL	$58.26 - $59.59 $246,847 - $252,482	-4,237 Reduced 55.68%	3,372 $202,000
Q4 2018 Jan 23, 2019	SELL	$56.95 - $58.45 $27,051 - $27,763	-475 Reduced 5.88%	7,609 $444,000
Q3 2018 Oct 25, 2018	BUY	$57.8 - $58.76 $147,390 - $149,838	2,550 Added 46.08%	8,084 $0
Q2 2018 Aug 07, 2018	SELL	$57.73 - $58.7 $20,551 - $20,897	-356 Reduced 6.04%	5,534 $0
Q1 2018 Jun 03, 2019	SELL	$58.0 - $59.3 $5,800 - $5,930	-100 Reduced 1.67%	5,890 $348,000
Q1 2018 May 09, 2018	BUY	$58.0 - $59.3 $5,800 - $5,930	100 Added 1.7%	5,990 $0
Q4 2017 Jan 24, 2018	BUY	$58.67 - $59.59 $144,738 - $147,008	2,467 Added 72.07%	5,890 $0
Q3 2017 Oct 30, 2017	SELL	$59.22 - $59.45 $97,180 - $97,557	-1,641 Reduced 32.41%	3,423 $406,000
Q2 2017 Jun 03, 2019	SELL	N/A	-1,486 Reduced 22.69%	5,064 $596,000
Q1 2017 Jun 03, 2019	BUY	N/A	12 Added 0.18%	6,550 $762,000
Q4 2016 Jun 03, 2019	BUY	N/A	3,123 Added 91.45%	6,538 $755,000
Q2 2016 Jun 03, 2019	BUY	N/A	43 Added 1.28%	3,415 $417,000
Q1 2016 Jun 03, 2019	BUY	N/A	3,372	3,372 $202,000

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
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