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 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
$77.9K
|
|
|
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
|
Corient Capital Partners, LLC
Newport Beach, CA |
SELL
|
- |
-3.38KClosed |
$209K - $213K
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-226KClosed |
$13.9M - $14.2M
|
0
$0
|
|
|
Feb 05, 2021
Q4 2020
|
Tompkins Financial Corp
|
BUY
|
- |
1.27KNew |
$78.3K - $79.7K
|
1.27K
$70.4K
|
|
|
Feb 03, 2021
Q4 2020
|
Knuff & CO LLC
Foster City, CA |
SELL
|
- |
-200Closed |
$12.4K - $12.6K
|
0
$0
|
|
|
Feb 03, 2021
Q4 2020
|
Shufro Rose & CO LLC
|
SELL
|
- |
-7.22KClosed |
$446K - $454K
|
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 | |||||||
|
Oct 26, 2020
Q3 2020
|
Meritage Portfolio Management
|
BUY
|
- |
1.6K+ 40.46% |
$99.2K - $101K
|
5.56K
$309K
|
|
|
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
$184K
|
|
|
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
$66.7K
|
|
|
May 15, 2020
Q1 2020
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-50Closed |
$2.69K - $3.15K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Retirement Capital Strategies
|
SELL
|
- |
-5.54KClosed |
$298K - $349K
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-4.73KClosed |
$254K - $297K
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-20KClosed |
$1.08M - $1.26M
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Evoke Wealth, LLC
|
BUY
|
- |
452New |
$24.3K - $28.5K
|
452
$25.1K
|
|
|
Apr 27, 2020
Q1 2020
|
Sonata Capital Group Inc
|
SELL
|
- |
-1.71K- 26.91% |
$91.7K - $107K
|
4.63K
$258K
|
|
|
Apr 24, 2020
Q1 2020
|
Tfg Advisers LLC
|
SELL
|
- |
-978Closed |
$52.6K - $61.6K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 14, 2020
Q4 2019
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
4KNew |
$243K - $247K
|
4K
$222K
|
|
|
Feb 13, 2020
Q4 2019
|
First Manhattan CO
New York, NY |
BUY
|
- |
361New |
$21.9K - $22.3K
|
361
$20.1K
|
|
| Q3 2019 | |||||||
|
Nov 14, 2019
Q3 2019
|
Avestar Capital, LLC
|
SELL
|
- |
-250Closed |
$15.1K - $15.5K
|
0
$0
|
|
|
Nov 13, 2019
Q3 2019
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
4.6KNew |
$278K - $285K
|
4.6K
$256K
|
|
| Q2 2019 | |||||||
|
Aug 14, 2019
Q2 2019
|
Family Management Corp
New York, NY |
SELL
|
- |
-4.89KClosed |
$290K - $297K
|
0
$0
|
|
|
Aug 13, 2019
Q2 2019
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-10.7KClosed |
$634K - $649K
|
0
$0
|
|
|
Aug 09, 2019
Q2 2019
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
432KNew |
$25.6M - $26.2M
|
432K
$24M
|
|
|
Aug 08, 2019
Q2 2019
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-5.19KClosed |
$307K - $315K
|
0
$0
|
|
|
Aug 07, 2019
Q2 2019
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-14.2KClosed |
$839K - $858K
|
0
$0
|
|
|
Aug 07, 2019
Q2 2019
|
Pictet North America Advisors Sa
|
SELL
|
- |
-14.2KClosed |
$839K - $858K
|
0
$0
|
|
|
Aug 07, 2019
Q2 2019
|
Spectrum Wealth Advisory Group, LLC
|
SELL
|
- |
-6.43KClosed |
$381K - $390K
|
0
$0
|
|
| Q1 2019 | |||||||
|
Feb 13, 2024
Q1 2019
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-150Closed |
$8.74K - $8.94K
|
0
$0
|
|
|
May 14, 2019
Q1 2019
|
Capital Directions Investment Advisors, LLC
|
SELL
|
- |
-264Closed |
$15.4K - $15.7K
|
0
$0
|
|
|
Apr 30, 2019
Q1 2019
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-15KClosed |
$872K - $891K
|
0
$0
|
|
|
Apr 23, 2019
Q1 2019
|
Bartlett & Co. LLC
|
SELL
|
- |
-150Closed |
$8.74K - $8.94K
|
0
$0
|
|
|
Apr 16, 2019
Q1 2019
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-4.75KClosed |
$277K - $283K
|
0
$0
|
|