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 |
|---|---|---|---|---|---|---|---|
|
Apr 15, 2022
Q1 2022
|
Columbia Trust CO 01012016
|
SELL
|
- |
-1.65K- 26.19% |
$95.8K - $103K
|
4.65K
$263K
|
|
|
Apr 14, 2022
Q1 2022
|
Glassman Wealth Services
|
SELL
|
- |
-5.22K- 50.0% |
$303K - $325K
|
5.22K
$295K
|
|
|
Apr 13, 2022
Q1 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-134Closed |
$7.78K - $8.34K
|
0
$0
|
|
|
Apr 12, 2022
Q1 2022
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-3.28KClosed |
$190K - $204K
|
0
$0
|
|
|
Apr 08, 2022
Q1 2022
|
Atwater Malick LLC
|
SELL
|
- |
-3.27KClosed |
$190K - $204K
|
0
$0
|
|
|
Apr 08, 2022
Q1 2022
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-16.6KClosed |
$965K - $1.04M
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-37.6KClosed |
$2.32M - $2.35M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-3.76KClosed |
$232K - $234K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
SELL
|
- |
-3.35K- 48.55% |
$207K - $209K
|
3.55K
$201K
|
|
|
Feb 04, 2022
Q4 2021
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-400Closed |
$24.7K - $24.9K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-1.63KClosed |
$100K - $101K
|
0
$0
|
|
|
Jan 19, 2022
Q4 2021
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
8.72KNew |
$539K - $544K
|
8.72K
$493K
|
|
|
Jan 11, 2022
Q4 2021
|
Brookstone Capital Management
|
SELL
|
- |
-70.6KClosed |
$4.36M - $4.4M
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-2.62KClosed |
$163K - $165K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-5.81KClosed |
$361K - $366K
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Cairn Investment Group, Inc.
|
SELL
|
- |
-4.01KClosed |
$249K - $253K
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
74.5KNew |
$4.62M - $4.69M
|
74.5K
$4.21M
|
|
|
Oct 19, 2021
Q3 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-4.2KClosed |
$261K - $265K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-2.8KClosed |
$174K - $176K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
3.27KNew |
$203K - $206K
|
3.27K
$185K
|
|
|
Aug 16, 2021
Q2 2021
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-3.44KClosed |
$213K - $216K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-6.86KClosed |
$425K - $431K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1KClosed |
$62.1K - $62.8K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 17, 2021
Q1 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-7.08KClosed |
$437K - $447K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-860Closed |
$53.1K - $54.3K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
1.4KNew |
$86.4K - $88.5K
|
1.4K
$79.2K
|
|
|
May 06, 2021
Q1 2021
|
Papp L Roy & Associates
|
SELL
|
- |
-4.7KClosed |
$290K - $297K
|
0
$0
|
|
|
May 06, 2021
Q1 2021
|
M&T Bank Corp
|
SELL
|
- |
-8KClosed |
$494K - $505K
|
0
$0
|
|
|
May 04, 2021
Q1 2021
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-3.69KClosed |
$228K - $233K
|
0
$0
|
|
|
Apr 29, 2021
Q1 2021
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-23KClosed |
$1.42M - $1.45M
|
0
$0
|
|
|
Apr 23, 2021
Q1 2021
|
Parker Investment Management, LLC
|
SELL
|
- |
-30.9KClosed |
$1.91M - $1.95M
|
0
$0
|
|
| Q4 2020 | |||||||
|
Jan 09, 2024
Q4 2020
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-7.16KClosed |
$443K - $451K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Gen Trust, LLC
|
SELL
|
- |
-4.4KClosed |
$272K - $277K
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-226KClosed |
$13.9M - $14.2M
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Corient Capital Partners, LLC
Newport Beach, CA |
SELL
|
- |
-3.38KClosed |
$209K - $213K
|
0
$0
|
|
|
Feb 05, 2021
Q4 2020
|
Tompkins Financial Corp
|
BUY
|
- |
1.27KNew |
$78.3K - $79.7K
|
1.27K
$71.6K
|
|
|
Feb 03, 2021
Q4 2020
|
Shufro Rose & CO LLC
|
SELL
|
- |
-7.22KClosed |
$446K - $454K
|
0
$0
|
|
|
Feb 03, 2021
Q4 2020
|
Knuff & CO LLC
Foster City, CA |
SELL
|
- |
-200Closed |
$12.4K - $12.6K
|
0
$0
|
|
|
Feb 01, 2021
Q4 2020
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-4.25KClosed |
$263K - $267K
|
0
$0
|
|
|
Jan 27, 2021
Q4 2020
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-2.93KClosed |
$181K - $184K
|
0
$0
|
|
|
Jan 11, 2021
Q4 2020
|
Parkside Advisors LLC
|
SELL
|
- |
-133KClosed |
$8.25M - $8.4M
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 17, 2020
Q3 2020
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-26.9KClosed |
$1.67M - $1.7M
|
0
$0
|
|
|
Oct 26, 2020
Q3 2020
|
Meritage Portfolio Management
|
BUY
|
- |
1.6K+ 40.46% |
$99.2K - $101K
|
5.56K
$314K
|
|
|
Oct 06, 2020
Q3 2020
|
Gradient Investments LLC
|
SELL
|
- |
-438Closed |
$27.2K - $27.7K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Aug 14, 2020
Q2 2020
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-524Closed |
$30.9K - $32.7K
|
0
$0
|
|
|
Aug 04, 2020
Q2 2020
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-124Closed |
$7.31K - $7.74K
|
0
$0
|
|
|
Jul 31, 2020
Q2 2020
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-3.72KClosed |
$220K - $232K
|
0
$0
|
|
|
Jul 30, 2020
Q2 2020
|
Park Avenue Securities LLC
|
BUY
|
- |
3.31KNew |
$195K - $206K
|
3.31K
$187K
|
|
|
Jul 10, 2020
Q2 2020
|
Flc Capital Advisors
|
SELL
|
- |
-7.46KClosed |
$440K - $465K
|
0
$0
|
|
| Q1 2020 | |||||||
|
Mar 24, 2023
Q1 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-1.06K- 46.83% |
$56.8K - $66.5K
|
1.2K
$67.9K
|
|