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

Heritage Wealth Management, Inc. /Ca/

$149 Billion
Q3 2025

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 46,841 shares of CMF stock, worth $2.69 Million. This represents 1.79% of its overall portfolio holdings.

Number of Shares

46,841

Previous 47,013 0.37%

Holding current value

$2.69 Million

Previous $2.62 Billion 1.96%

% of portfolio

1.79%

Previous 1.75%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 05, 2025	SELL	$55.16 - $57.13 $9,487 - $9,826	-172 Reduced 0.37%	46,841 $2.67 Billion
Q2 2025 Jul 28, 2025	SELL	$54.52 - $56.7 $92,956 - $96,673	-1,705 Reduced 3.5%	47,013 $2.62 Billion
Q1 2025 Apr 30, 2025	BUY	$55.93 - $57.47 $50,728 - $52,125	907 Added 1.9%	48,718 $2.74 Billion
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

349

Shares Held

42.1M

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