Hcr Wealth Advisors Ishares California Muni Bond E Transaction History

Hcr Wealth Advisors

$789 Million
Q4 2024

A detailed history of Hcr Wealth Advisors transactions in Ishares California Muni Bond E stock. As of the latest transaction made, Hcr Wealth Advisors holds 23,705 shares of CMF stock, worth $1.35 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares

23,705

Previous 23,352 1.51%

Holding current value

$1.35 Million

Previous $1.36 Million 0.07%

% of portfolio

0.17%

Previous 0.18%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 14, 2025	BUY	$56.66 - $58.1 $20,000 - $20,509	353 Added 1.51%	23,705 $1.36 Million
Q3 2024 Oct 10, 2024	BUY	$56.65 - $58.17 $27,928 - $28,677	493 Added 2.16%	23,352 $1.36 Million
Q2 2024 Aug 06, 2024	SELL	$56.38 - $57.26 $32,756 - $33,268	-581 Reduced 2.48%	22,859 $1.3 Million
Q1 2024 May 10, 2024	SELL	$57.33 - $58.04 $78,886 - $79,863	-1,376 Reduced 5.54%	23,440 $1.35 Million
Q4 2023 Feb 09, 2024	BUY	$53.93 - $58.09 $240,959 - $259,546	4,468 Added 21.96%	24,816 $1.44 Million
Q3 2023 Oct 20, 2023	SELL	$54.65 - $57.2 $165,370 - $173,087	-3,026 Reduced 12.95%	20,348 $1.12 Million
Q2 2023 Aug 09, 2023	SELL	$56.03 - $57.9 $25,213 - $26,055	-450 Reduced 1.89%	23,374 $1.33 Million
Q1 2023 May 12, 2023	BUY	$55.81 - $57.67 $30,974 - $32,006	555 Added 2.39%	23,824 $1.37 Million
Q4 2022 Feb 13, 2023	BUY	$53.99 - $56.91 $41,842 - $44,105	775 Added 3.45%	23,269 $1.31 Million
Q3 2022 Nov 07, 2022	SELL	$54.22 - $57.98 $9,759 - $10,436	-180 Reduced 0.79%	22,494 $1.22 Million
Q2 2022 Aug 12, 2022	SELL	$55.37 - $58.09 $111,681 - $117,167	-2,017 Reduced 8.17%	22,674 $1.28 Million
Q1 2022 May 05, 2022	BUY	$58.05 - $62.27 $84,172 - $90,291	1,450 Added 6.24%	24,691 $1.44 Million
Q4 2021 Feb 04, 2022	SELL	$61.79 - $62.37 $69,884 - $70,540	-1,131 Reduced 4.64%	23,241 $1.45 Million
Q3 2021 Nov 02, 2021	SELL	$62.08 - $62.98 $22,162 - $22,483	-357 Reduced 1.44%	24,372 $1.51 Million
Q2 2021 Jul 21, 2021	SELL	$62.05 - $62.84 $78,617 - $79,618	-1,267 Reduced 4.87%	24,729 $1.55 Million
Q1 2021 May 13, 2021	BUY	$61.72 - $63.18 $96,159 - $98,434	1,558 Added 6.38%	25,996 $1.62 Million
Q4 2020 Feb 04, 2021	BUY	$61.84 - $62.92 $85,215 - $86,703	1,378 Added 5.98%	24,438 $1.54 Million
Q3 2020 Nov 05, 2020	BUY	$62.0 - $63.15 $163,308 - $166,337	2,634 Added 12.9%	23,060 $1.44 Million
Q2 2020 Jul 30, 2020	BUY	$58.99 - $62.38 $42,944 - $45,412	728 Added 3.7%	20,426 $1.27 Million
Q1 2020 May 08, 2020	SELL	$53.78 - $62.95 $4,893 - $5,728	-91 Reduced 0.46%	19,698 $1.19 Million
Q4 2019 Feb 07, 2020	BUY	$60.79 - $61.64 $192,035 - $194,720	3,159 Added 19.0%	19,789 $1.21 Million
Q3 2019 Nov 07, 2019	BUY	$60.49 - $61.99 $24,196 - $24,796	400 Added 2.46%	16,630 $1.02 Million
Q2 2019 Jul 25, 2019	SELL	$59.26 - $60.67 $118,520 - $121,340	-2,000 Reduced 10.97%	16,230 $984,000
Q1 2019 May 10, 2019	BUY	$58.26 - $59.59 $11,069 - $11,322	190 Added 1.05%	18,230 $1.09 Million
Q4 2018 Jan 31, 2019	SELL	$56.95 - $58.45 $43,851 - $45,006	-770 Reduced 4.09%	18,040 $1.05 Million
Q3 2018 Nov 09, 2018	BUY	$57.8 - $58.76 $30,634 - $31,142	530 Added 2.9%	18,810 $1.08 Million
Q1 2018 May 15, 2018	SELL	$58.0 - $59.3 $40,600 - $41,510	-700 Reduced 3.69%	18,280 $1.07 Million
Q4 2017 Feb 13, 2018	BUY	$58.67 - $59.59 $542,110 - $550,611	9,240 Added 94.87%	18,980 $1.12 Million
Q3 2017 Nov 13, 2017	BUY	$59.22 - $59.45 $5,033 - $5,053	85 Added 0.88%	9,740 $1.15 Million
Q2 2017 Aug 16, 2017	BUY	N/A	9,655	9,655 $1.14 Million

Others Institutions Holding CMF

# of Institutions

294

Shares Held

39.4M

Call Options Held

Put Options Held

4.5K

View Full List

About ISHARES CALIFORNIA MUNI BOND E

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Hcr Wealth Advisors Ishares California Muni Bond E Transaction History