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

Valmark Advisers, Inc.

$6.54 Billion
Q1 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 70,578 shares of CMF stock, worth $3.9 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares

70,578

Previous 59,476 18.67%

Holding current value

$3.9 Million

Previous $3.41 Million 16.62%

% of portfolio

0.06%

Previous 0.05%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

328

Shares Held

48.9M

Call Options Held

Put Options Held

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About ISHARES CALIFORNIA MUNI BOND E

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