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 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-3.11K- 8.37% |
$170K - $176K
|
34K
$1.94M
|
|
|
Aug 14, 2025
Q2 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
25KNew |
$1.36M - $1.42M
|
25K
$1.42M
|
|
|
Aug 13, 2025
Q2 2025
|
Argyle Capital Partners, LLC
Los Angeles, CA |
SELL
|
- |
-533- 2.28% |
$29.1K - $30.2K
|
22.9K
$1.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Portfolio Design Labs, LLC
Encino, CA |
BUY
|
- |
15.4KNew |
$840K - $874K
|
15.4K
$877K
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
5.86K+ 5.56% |
$319K - $332K
|
111K
$6.32M
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-9.34K- 3.95% |
$509K - $530K
|
227K
$12.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-1.39K- 19.82% |
$75.7K - $78.7K
|
5.62K
$320K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
32.6K+ 103.45% |
$1.78M - $1.85M
|
64.1K
$3.65M
|
|
|
Aug 13, 2025
Q2 2025
|
West Wealth Group, LLC
|
BUY
|
- |
34K+ 16.48% |
$1.85M - $1.93M
|
240K
$13.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-3.03K- 12.15% |
$165K - $172K
|
21.9K
$1.25M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-32K- 26.67% |
$1.74M - $1.81M
|
87.9K
$5M
|
|
|
Aug 13, 2025
Q2 2025
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
BUY
|
- |
3.98KNew |
$217K - $226K
|
3.98K
$226K
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-7.62K- 34.32% |
$415K - $432K
|
14.6K
$830K
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.85% |
$164 - $170
|
354
$20.1K
|
|
|
Aug 13, 2025
Q2 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
48K+ 65.59% |
$2.62M - $2.72M
|
121K
$6.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
2.53K+ 12.54% |
$138K - $143K
|
22.7K
$1.29M
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
33.3K+ 156.73% |
$1.82M - $1.89M
|
54.6K
$3.11M
|
|
|
Aug 13, 2025
Q2 2025
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-5.94K- 1.13% |
$324K - $337K
|
522K
$29.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
156K+ 177.03% |
$8.51M - $8.85M
|
244K
$13.9M
|
|
|
Aug 13, 2025
Q2 2025
|
North Berkeley Wealth Management, LLC
Berkeley, CA |
SELL
|
- |
-3.64K- 34.53% |
$198K - $206K
|
6.89K
$392K
|
|
|
Aug 13, 2025
Q2 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
4.32KNew |
$235K - $245K
|
4.32K
$246K
|
|
|
Aug 13, 2025
Q2 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-655- 0.54% |
$35.7K - $37.1K
|
121K
$6.89M
|
|
|
Aug 13, 2025
Q2 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
5.54K+ 35.91% |
$302K - $314K
|
21K
$1.19M
|
|
|
Aug 13, 2025
Q2 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
132K+ 692.15% |
$7.21M - $7.5M
|
151K
$8.61M
|
|
|
Aug 13, 2025
Q2 2025
|
Brown Advisory Inc
|
BUY
|
- |
8.03K+ 202.65% |
$438K - $455K
|
12K
$682K
|
|
|
Aug 13, 2025
Q2 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
SELL
|
- |
-25- 37.88% |
$1.36K - $1.42K
|
41
$2.33K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
42.7K+ 5.34% |
$2.33M - $2.42M
|
843K
$48M
|
|
|
Aug 12, 2025
Q2 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-35.8K- 30.8% |
$1.95M - $2.03M
|
80.4K
$4.57M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-4.43K- 51.25% |
$241K - $251K
|
4.21K
$240K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
23K+ 424.74% |
$1.25M - $1.3M
|
28.4K
$1.62M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
8.34K+ 228.68% |
$455K - $473K
|
12K
$682K
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
2.32K+ 6.13% |
$126K - $131K
|
40.1K
$2.28M
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-326- 27.7% |
$17.8K - $18.5K
|
851
$48.4K
|
|
|
Aug 12, 2025
Q2 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
104+ 9.72% |
$5.67K - $5.9K
|
1.17K
$66.8K
|
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-24.5K- 24.56% |
$1.33M - $1.39M
|
75.2K
$4.28M
|
|
|
Aug 12, 2025
Q2 2025
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
24.6K+ 67.49% |
$1.34M - $1.39M
|
61.1K
$3.47M
|
|
|
Aug 12, 2025
Q2 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
1.09K+ 14.01% |
$59.4K - $61.8K
|
8.87K
$505K
|
|
|
Aug 12, 2025
Q2 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
20.3K+ 115.87% |
$1.11M - $1.15M
|
37.8K
$2.15M
|
|
|
Aug 12, 2025
Q2 2025
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
21.6K+ 49.92% |
$1.18M - $1.22M
|
64.7K
$3.68M
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-2.11K- 22.99% |
$115K - $120K
|
7.08K
$403K
|
|
|
Aug 11, 2025
Q2 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-1.26K- 10.89% |
$68.4K - $71.2K
|
10.3K
$584K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
8.34K+ 15.31% |
$455K - $473K
|
62.8K
$3.58M
|
|
|
Aug 11, 2025
Q2 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
6.09KNew |
$332K - $345K
|
6.09K
$347K
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
3.1KNew |
$169K - $175K
|
3.1K
$176K
|
|
|
Aug 11, 2025
Q2 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
213+ 1.48% |
$11.6K - $12.1K
|
14.6K
$832K
|
|
|
Aug 11, 2025
Q2 2025
|
Conquis Financial LLC
Milbrae, CA |
BUY
|
- |
8.13K+ 42.88% |
$443K - $461K
|
27.1K
$1.54M
|
|
|
Aug 11, 2025
Q2 2025
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
117New |
$6.38K - $6.63K
|
117
$6.66K
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-57.7K- 56.95% |
$3.14M - $3.27M
|
43.6K
$2.48M
|
|
|
Aug 11, 2025
Q2 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
15.7K+ 41.72% |
$853K - $887K
|
53.2K
$3.03M
|