Latest Institutional Transactions on Ishares California Muni Bond E (CMF)
This table provides information on the latest institutional transactions involving Ishares California Muni Bond E (CMF) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2025
Q2 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
10+ 0.02% |
$545 - $567
|
64.5K
$3.59M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-3.04K- 19.11% |
$166K - $172K
|
12.9K
$715K
|
|
|
Jul 11, 2025
Q2 2025
|
Myecfo, LLC
La Jolla, CA |
SELL
|
- |
-1.55K- 0.68% |
$84.5K - $87.9K
|
227K
$12.6M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-8.79K- 51.13% |
$479K - $498K
|
8.4K
$467K
|
|
|
Jul 09, 2025
Q2 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
2.1K+ 42.42% |
$114K - $119K
|
7.05K
$392K
|
|
|
Jul 09, 2025
Q2 2025
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-13.6K- 57.18% |
$742K - $772K
|
10.2K
$567K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-2.9K- 10.06% |
$158K - $164K
|
25.9K
$1.44M
|
|
|
Jul 09, 2025
Q2 2025
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
97.9K+ 66.03% |
$5.34M - $5.55M
|
246K
$13.7M
|
|
|
Jul 09, 2025
Q2 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-111- 0.41% |
$6.05K - $6.29K
|
27K
$1.5M
|
|
|
Jul 09, 2025
Q2 2025
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-11.3K- 46.96% |
$617K - $641K
|
12.8K
$711K
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-4.39K- 39.12% |
$240K - $249K
|
6.84K
$380K
|
|
|
Jul 08, 2025
Q2 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-1.28K- 1.46% |
$69.9K - $72.7K
|
86.7K
$4.82M
|
|
|
Jul 08, 2025
Q2 2025
|
21 West Wealth Management LLC
Tustin, CA |
BUY
|
- |
29.1KNew |
$1.59M - $1.65M
|
29.1K
$1.62M
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
12.4K+ 29.05% |
$674K - $701K
|
54.9K
$3.06M
|
|
|
Jul 08, 2025
Q2 2025
|
Boltwood Capital Management
|
SELL
|
- |
-1.05K- 8.97% |
$57.2K - $59.5K
|
10.7K
$592K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-59.5K- 68.64% |
$3.24M - $3.37M
|
27.2K
$1.51M
|
|
|
Jul 03, 2025
Q2 2025
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-3.33K- 2.72% |
$182K - $189K
|
119K
$6.62M
|
|
|
Jul 02, 2025
Q2 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
9.02K+ 56.63% |
$492K - $512K
|
25K
$1.39M
|
|
| Q1 2025 | |||||||
|
Jul 07, 2025
Q1 2025
|
Brio Consultants, LLC
|
BUY
|
- |
339KNew |
$19M - $19.5M
|
339K
$18.9M
|
|
|
Jun 11, 2025
Q1 2025
|
Fortitude Financial, LLC
Spokane, WA |
BUY
|
- |
1.86K+ 32.63% |
$104K - $107K
|
7.55K
$420K
|
|
|
Jun 06, 2025
Q1 2025
|
Blue Oak Capital, LLC
Menlo Park, CA |
BUY
|
- |
34.9K+ 185.78% |
$1.95M - $2M
|
53.6K
$2.98M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
30.5K+ 3049.7% |
$1.71M - $1.75M
|
31.5K
$1.75M
|
|
|
May 23, 2025
Q1 2025
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
6.55K+ 95.7% |
$366K - $376K
|
13.4K
$745K
|
|
|
May 16, 2025
Q1 2025
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-1.57K- 4.9% |
$87.8K - $90.2K
|
30.5K
$1.7M
|
|
|
May 15, 2025
Q1 2025
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-77- 3.68% |
$4.31K - $4.43K
|
2.02K
$112K
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
167+ 2.93% |
$9.34K - $9.6K
|
5.87K
$327K
|
|
|
May 15, 2025
Q1 2025
|
Destination Wealth Management
|
BUY
|
- |
999+ 5.71% |
$55.9K - $57.4K
|
18.5K
$1.03M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-12.6K- 27.86% |
$705K - $724K
|
32.6K
$1.82M
|
|
|
May 15, 2025
Q1 2025
|
Calton & Associates, Inc.
|
SELL
|
- |
-1.57K- 27.03% |
$87.5K - $89.9K
|
4.22K
$235K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-16.3K- 0.88% |
$910K - $935K
|
1.82M
$101M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-401K- 23.65% |
$22.4M - $23M
|
1.29M
$71.9M
|
|
|
May 15, 2025
Q1 2025
|
Strive Asset Management, LLC
Dublin, OH |
BUY
|
- |
101KNew |
$5.62M - $5.78M
|
101K
$5.59M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-6.45K- 4.91% |
$361K - $371K
|
125K
$6.94M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
8.5K+ 50.01% |
$475K - $488K
|
25.5K
$1.42M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-9.97K- 21.22% |
$557K - $573K
|
37K
$2.06M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-3.2K- 14.93% |
$179K - $184K
|
18.2K
$1.01M
|
|
|
May 15, 2025
Q1 2025
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
1.35MNew |
$75.3M - $77.4M
|
1.35M
$74.9M
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-40- 1.57% |
$2.24K - $2.3K
|
2.52K
$140K
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
9.15KNew |
$512K - $526K
|
9.15K
$509K
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
16.3K+ 278.04% |
$913K - $939K
|
22.2K
$1.24M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-12.7K- 2.83% |
$708K - $727K
|
435K
$24.2M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-32K- 3.63% |
$1.79M - $1.84M
|
849K
$47.2M
|
|
|
May 15, 2025
Q1 2025
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-750- 3.99% |
$41.9K - $43.1K
|
18.1K
$1M
|
|
|
May 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
9.95K+ 15.49% |
$556K - $572K
|
74.2K
$4.12M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
62.5K+ 34.65% |
$3.49M - $3.59M
|
243K
$13.5M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
26.2K+ 240.25% |
$1.47M - $1.51M
|
37.2K
$2.07M
|
|
|
May 15, 2025
Q1 2025
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-85K- 30.18% |
$4.75M - $4.88M
|
196K
$10.9M
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
2.26K+ 35.81% |
$126K - $130K
|
8.56K
$476K
|
|
|
May 15, 2025
Q1 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-115- 1.87% |
$6.43K - $6.61K
|
6.02K
$335K
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
12KNew |
$671K - $689K
|
12K
$667K
|
|