Valmark Advisers, Inc. Ishares California Muni Bond E Transaction History

Valmark Advisers, Inc.

$7.08 Billion
Q2 2025

A detailed history of Valmark Advisers, Inc. transactions in Ishares California Muni Bond E stock. As of the latest transaction made, Valmark Advisers, Inc. holds 70,659 shares of CMF stock, worth $3.91 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares

70,659

Previous 70,578 0.11%

Holding current value

$3.91 Million

Previous $3.97 Million 0.86%

% of portfolio

0.06%

Previous 0.06%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 23, 2025	BUY	$54.52 - $56.7 $4,416 - $4,592	81 Added 0.11%	70,659 $3.94 Million
Q1 2025 Apr 22, 2025	BUY	$55.93 - $57.47 $620,934 - $638,031	11,102 Added 18.67%	70,578 $3.97 Million
Q4 2024 Jan 30, 2025	BUY	$56.66 - $58.1 $2.47 Million - $2.54 Million	43,679 Added 276.5%	59,476 $3.41 Million
Q3 2024 Oct 25, 2024	BUY	$56.65 - $58.17 $28,325 - $29,085	500 Added 3.27%	15,797 $917,000
Q2 2024 Jul 31, 2024	BUY	$56.38 - $57.26 $49,501 - $50,274	878 Added 6.09%	15,297 $870,000
Q1 2024 May 03, 2024	BUY	$57.33 - $58.04 $17,199 - $17,412	300 Added 2.12%	14,419 $829,000
Q2 2023 Aug 02, 2023	BUY	$56.03 - $57.9 $84,045 - $86,850	1,500 Added 11.89%	14,119 $804,000
Q2 2022 Aug 01, 2022	BUY	$55.37 - $58.09 $263,727 - $276,682	4,763 Added 60.63%	12,619 $712,000
Q1 2022 May 10, 2022	BUY	$58.05 - $62.27 $456,040 - $489,193	7,856 New	7,856 $457,000

Others Institutions Holding CMF

# of Institutions

336

Shares Held

48.5M

Call Options Held

Put Options Held

View Full List

About ISHARES CALIFORNIA MUNI BOND E

Ticker CMF
Sector ETFs
Industry ETFs

More about CMF

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Valmark Advisers, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Valmark Advisers, Inc. with notifications on news.

Account

Valmark Advisers, Inc. Ishares California Muni Bond E Transaction History