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 |
|---|---|---|---|---|---|---|---|
|
Dec 08, 2025
Q3 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
1.49KNew |
$82K - $85K
|
1.49K
$85.3K
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
2.76K+ 17.57% |
$152K - $158K
|
18.5K
$1.06M
|
|
|
Nov 25, 2025
Q3 2025
|
Kerr Financial Planning Corp
Fresno, CA |
BUY
|
- |
354New |
$19.5K - $20.2K
|
354
$20.3K
|
|
|
Nov 24, 2025
Q3 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
31.1K+ 8.03% |
$1.72M - $1.78M
|
418K
$24M
|
|
|
Nov 24, 2025
Q3 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-1.65K- 26.19% |
$91.2K - $94.4K
|
4.66K
$267K
|
|
|
Nov 24, 2025
Q3 2025
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
13.1K+ 3.88% |
$723K - $749K
|
351K
$20.1M
|
|
|
Nov 21, 2025
Q3 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
5.82K+ 30.98% |
$321K - $332K
|
24.6K
$1.41M
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-7.96K- 46.78% |
$439K - $455K
|
9.05K
$519K
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-39.5K- 11.51% |
$2.18M - $2.25M
|
303K
$17.4M
|
|
|
Nov 17, 2025
Q3 2025
|
Palisade Asset Management, LLC
|
SELL
|
- |
-1.58K- 36.93% |
$87.2K - $90.3K
|
2.7K
$155K
|
|
|
Nov 14, 2025
Q3 2025
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
56.4K+ 25.66% |
$3.11M - $3.22M
|
276K
$15.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
15.5KNew |
$853K - $884K
|
15.5K
$887K
|
|
|
Nov 14, 2025
Q3 2025
|
Brasada Capital Management, LP
Houston, TX |
SELL
|
- |
-718- 5.02% |
$39.6K - $41K
|
13.6K
$779K
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
43K+ 243.32% |
$2.37M - $2.45M
|
60.6K
$3.48M
|
|
|
Nov 14, 2025
Q3 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
18.4K+ 73.87% |
$1.02M - $1.05M
|
43.4K
$2.49M
|
|
|
Nov 14, 2025
Q3 2025
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
69+ 0.77% |
$3.81K - $3.94K
|
8.99K
$515K
|
|
|
Nov 14, 2025
Q3 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-3.73K- 27.99% |
$206K - $213K
|
9.61K
$551K
|
|
|
Nov 14, 2025
Q3 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-1.68K- 6.1% |
$92.4K - $95.7K
|
25.8K
$1.48M
|
|
|
Nov 14, 2025
Q3 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-80.4K- 79.69% |
$4.43M - $4.59M
|
20.5K
$1.18M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
469K+ 39.98% |
$25.9M - $26.8M
|
1.64M
$94.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-7.22K- 0.41% |
$398K - $413K
|
1.77M
$101M
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
14.3K+ 6.08% |
$788K - $816K
|
249K
$14.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
13+ 216.67% |
$717 - $743
|
19
$1.09K
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
33K+ 37.58% |
$1.82M - $1.89M
|
121K
$6.94M
|
|
|
Nov 14, 2025
Q3 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-3.99K- 54.72% |
$220K - $228K
|
3.3K
$189K
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.04K- 3.03% |
$57.2K - $59.2K
|
33.2K
$1.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
5.62K+ 2.3% |
$310K - $321K
|
250K
$14.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.19K+ 1.35% |
$121K - $125K
|
164K
$9.39M
|
|
|
Nov 14, 2025
Q3 2025
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-425- 1.38% |
$23.4K - $24.3K
|
30.3K
$1.74M
|
|
|
Nov 14, 2025
Q3 2025
|
Fca Corp
Houston, TX |
SELL
|
- |
-730- 16.72% |
$40.3K - $41.7K
|
3.64K
$209K
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
13K+ 15.34% |
$719K - $744K
|
98K
$5.62M
|
|
|
Nov 14, 2025
Q3 2025
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-40- 1.98% |
$2.21K - $2.29K
|
1.98K
$113K
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-9K- 26.49% |
$497K - $514K
|
25K
$1.43M
|
|
|
Nov 14, 2025
Q3 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
581+ 3.98% |
$32K - $33.2K
|
15.2K
$870K
|
|
|
Nov 14, 2025
Q3 2025
|
Hamilton Wealth, LLC
|
SELL
|
- |
-21.7K- 71.49% |
$1.2M - $1.24M
|
8.67K
$497K
|
|
|
Nov 14, 2025
Q3 2025
|
Ieq Capital, LLC
|
BUY
|
- |
3.99K+ 18.23% |
$220K - $228K
|
25.9K
$1.49M
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
28.9K+ 85.02% |
$1.6M - $1.65M
|
63K
$3.61M
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
13K+ 6.48% |
$716K - $742K
|
213K
$12.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
9.48KNew |
$523K - $542K
|
9.48K
$544K
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-20.9K- 15.98% |
$1.15M - $1.2M
|
110K
$6.31M
|
|
|
Nov 14, 2025
Q3 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
37+ 0.76% |
$2.04K - $2.11K
|
4.88K
$280K
|
|
|
Nov 14, 2025
Q3 2025
|
Tme Financial, Inc.
Huntington Beach, CA |
BUY
|
- |
174+ 2.18% |
$9.6K - $9.94K
|
8.17K
$469K
|
|
|
Nov 14, 2025
Q3 2025
|
Argyle Capital Partners, LLC
Los Angeles, CA |
SELL
|
- |
-6.97K- 30.48% |
$384K - $398K
|
15.9K
$911K
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-85.3K- 73.22% |
$4.7M - $4.87M
|
31.2K
$1.79M
|
|
|
Nov 14, 2025
Q3 2025
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-175K- 33.48% |
$9.63M - $9.97M
|
347K
$19.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Strive Asset Management, LLC
Dublin, OH |
BUY
|
- |
27.8K+ 38.14% |
$1.53M - $1.59M
|
101K
$5.77M
|
|
|
Nov 14, 2025
Q3 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
23+ 0.76% |
$1.27K - $1.31K
|
3.03K
$174K
|
|
|
Nov 14, 2025
Q3 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-1.42K- 2.67% |
$78.3K - $81.1K
|
51.8K
$2.97M
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
50K+ 6.04% |
$2.76M - $2.85M
|
877K
$50.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Destination Wealth Management
|
BUY
|
- |
4.75K+ 26.55% |
$262K - $272K
|
22.7K
$1.3M
|
|