Avantax Planning Partners, Inc. Ishares California Muni Bond E Transaction History

Avantax Planning Partners, Inc.

  • $3.45 Billion
  • Q3 2025

A detailed history of Avantax Planning Partners, Inc. transactions in Ishares California Muni Bond E stock. As of the latest transaction made, Avantax Planning Partners, Inc. holds 10,478 shares of CMF stock, worth $600,913. This represents 0.02% of its overall portfolio holdings.

Number of Shares
10,478
Previous 10,266 2.07%
Holding current value
$600,913
Previous $572,000 4.37%
% of portfolio
0.02%
Previous 0.02%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 31, 2025
BUY
$55.16 - $57.13 $11,693 - $12,111
212 Added 2.07%
10,478 $597,000
Q2 2025

Aug 11, 2025
SELL
$54.52 - $56.7 $68,422 - $71,158
-1,255 Reduced 10.89%
10,266 $572,000
Q1 2025

Apr 28, 2025
SELL
$55.93 - $57.47 $5,313 - $5,459
-95 Reduced 0.82%
11,521 $648,000
Q4 2024

Feb 07, 2025
SELL
$56.66 - $58.1 $32,862 - $33,698
-580 Reduced 4.76%
11,616 $665,000
Q4 2023

Feb 09, 2024
BUY
$53.93 - $58.09 $447,619 - $482,147
8,300 Added 213.04%
12,196 $706,000
Q4 2022

Feb 09, 2023
BUY
$53.99 - $56.91 $210,345 - $221,721
3,896 New
3,896 $218,000

Others Institutions Holding CMF

# of Institutions
349
Shares Held
42.1M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES CALIFORNIA MUNI BOND E

CMF Quotes by TradingView
  • Ticker CMF
  • Sector ETFs
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