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 |
|---|---|---|---|---|---|---|---|
|
Aug 16, 2022
Q2 2022
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-6.16KClosed |
$341K - $358K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
4.3KNew |
$238K - $250K
|
4.3K
$239K
|
|
|
Aug 15, 2022
Q2 2022
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
6.1KNew |
$338K - $354K
|
6.1K
$339K
|
|
|
Aug 15, 2022
Q2 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
96.4KNew |
$5.34M - $5.6M
|
96.4K
$5.36M
|
|
|
Aug 12, 2022
Q2 2022
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-5KClosed |
$277K - $290K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-3.75KClosed |
$207K - $218K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Seldon Capital LP
San Francisco, CA |
SELL
|
- |
-17.7KClosed |
$982K - $1.03M
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
23.4KNew |
$1.3M - $1.36M
|
23.4K
$1.3M
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
750New |
$41.5K - $43.6K
|
750
$41.7K
|
|
|
Aug 04, 2022
Q2 2022
|
Biltmore Family Office, LLC
|
SELL
|
- |
-700Closed |
$38.8K - $40.7K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Grove Bank & Trust
|
SELL
|
- |
-5.61KClosed |
$310K - $326K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-4.76KClosed |
$264K - $277K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Aries Wealth Management
|
SELL
|
- |
-77.5KClosed |
$4.29M - $4.5M
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-250- 5.88% |
$13.8K - $14.5K
|
4K
$222K
|
|
|
Jul 18, 2022
Q2 2022
|
Caerus Investment Advisors, LLC
|
BUY
|
- |
9.26K+ 54.49% |
$513K - $538K
|
26.3K
$1.46M
|
|
|
Jul 15, 2022
Q2 2022
|
Karp Capital Management Corp
|
SELL
|
- |
-56KClosed |
$3.1M - $3.25M
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-4.13KClosed |
$228K - $240K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Hbw Advisory Services LLC
|
BUY
|
- |
172+ 4.52% |
$9.52K - $9.99K
|
3.98K
$221K
|
|
|
Jul 12, 2022
Q2 2022
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-1K- 56.4% |
$55.4K - $58.1K
|
773
$43K
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-3.27KClosed |
$190K - $204K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-250Closed |
$14.5K - $15.6K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-15.2KClosed |
$882K - $946K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Dimension Capital Management LLC
Coral Gables, FL |
SELL
|
- |
-3.26KClosed |
$189K - $203K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-7.73KClosed |
$449K - $481K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Integral Investment Advisors, Inc.
|
SELL
|
- |
-6.73KClosed |
$391K - $419K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-42Closed |
$2.44K - $2.62K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-4.65KClosed |
$270K - $290K
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-36Closed |
$2.09K - $2.24K
|
0
$0
|
|
|
Apr 15, 2022
Q1 2022
|
Columbia Trust CO 01012016
|
SELL
|
- |
-1.65K- 26.19% |
$95.8K - $103K
|
4.65K
$259K
|
|
|
Apr 14, 2022
Q1 2022
|
Glassman Wealth Services
|
SELL
|
- |
-5.22K- 50.0% |
$303K - $325K
|
5.22K
$291K
|
|
|
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
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-3.76KClosed |
$232K - $234K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-37.6KClosed |
$2.32M - $2.35M
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
SELL
|
- |
-3.35K- 48.55% |
$207K - $209K
|
3.55K
$197K
|
|
|
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
$485K
|
|
|
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
$4.14M
|
|
|
Oct 19, 2021
Q3 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-4.2KClosed |
$261K - $265K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
3.27KNew |
$203K - $206K
|
3.27K
$182K
|
|
|
Aug 16, 2021
Q2 2021
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-3.44KClosed |
$213K - $216K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-2.8KClosed |
$174K - $176K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-6.86KClosed |
$425K - $431K
|
0
$0
|
|