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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
22.5KNew |
$1.28M - $1.31M
|
22.5K
$1.28M
|
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-21- 1.91% |
$1.19K - $1.22K
|
1.08K
$61.4K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
22+ 0.02% |
$1.25K - $1.28K
|
88.2K
$5.03M
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.61KNew |
$205K - $210K
|
3.61K
$206K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-4.32K- 4.61% |
$245K - $251K
|
89.3K
$5.09M
|
|
|
Nov 13, 2024
Q3 2024
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
2.32K+ 20.26% |
$131K - $135K
|
13.7K
$784K
|
|
|
Nov 13, 2024
Q3 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-4.62K- 0.71% |
$262K - $269K
|
643K
$36.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
67+ 0.68% |
$3.8K - $3.9K
|
9.92K
$566K
|
|
|
Nov 13, 2024
Q3 2024
|
Davidson Investment Advisors
|
SELL
|
- |
-437- 3.79% |
$24.8K - $25.4K
|
11.1K
$633K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
6.03K+ 4.37% |
$342K - $351K
|
144K
$8.21M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
10+ 0.15% |
$567 - $582
|
6.68K
$381K
|
|
|
Nov 13, 2024
Q3 2024
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
85.3K+ 76.05% |
$4.83M - $4.96M
|
198K
$11.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-400- 3.72% |
$22.7K - $23.3K
|
10.4K
$590K
|
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
9.98K+ 20.34% |
$565K - $581K
|
59.1K
$3.37M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
80.3K+ 13.58% |
$4.55M - $4.67M
|
671K
$38.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
1.19K+ 1.04% |
$67.4K - $69.2K
|
115K
$6.59M
|
|
|
Nov 13, 2024
Q3 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-16.7K- 2.97% |
$947K - $972K
|
545K
$31.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-5.56K- 1.9% |
$315K - $323K
|
287K
$16.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
10.3K+ 5.46% |
$585K - $600K
|
199K
$11.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
3.66K+ 6.58% |
$208K - $213K
|
59.4K
$3.39M
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
43.5K+ 318.78% |
$2.46M - $2.53M
|
57.1K
$3.26M
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
BUY
|
- |
25+ 0.64% |
$1.42K - $1.45K
|
3.91K
$223K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.13K+ 2.0% |
$121K - $124K
|
109K
$6.22M
|
|
|
Nov 13, 2024
Q3 2024
|
Diversified, LLC
|
BUY
|
- |
28+ 0.68% |
$1.59K - $1.63K
|
4.17K
$238K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-26.6K- 3.22% |
$1.51M - $1.55M
|
799K
$45.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
14.2KNew |
$807K - $828K
|
14.2K
$812K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
6.94K+ 36.51% |
$393K - $404K
|
26K
$1.48M
|
|
|
Nov 12, 2024
Q3 2024
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
2.62K+ 29.92% |
$148K - $152K
|
11.4K
$648K
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
15.8K+ 21.79% |
$893K - $917K
|
88.1K
$5.02M
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-4K- 12.11% |
$226K - $233K
|
29K
$1.66M
|
|
|
Nov 12, 2024
Q3 2024
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
6.51K+ 18.09% |
$369K - $378K
|
42.5K
$2.42M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-26.6K- 8.79% |
$1.51M - $1.55M
|
276K
$15.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
72+ 0.36% |
$4.08K - $4.19K
|
20.3K
$1.16M
|
|
|
Nov 12, 2024
Q3 2024
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
7KNew |
$397K - $407K
|
7K
$399K
|
|
|
Nov 12, 2024
Q3 2024
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-7.16K- 3.46% |
$405K - $416K
|
199K
$11.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
3.64M+ 37.9% |
$206M - $212M
|
13.2M
$756M
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
400+ 8.99% |
$22.7K - $23.3K
|
4.85K
$277K
|
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
8K+ 42.45% |
$453K - $465K
|
26.8K
$1.53M
|
|
|
Nov 12, 2024
Q3 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-333- 1.8% |
$18.9K - $19.4K
|
18.2K
$1.04M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.48K+ 1.14% |
$83.6K - $85.8K
|
131K
$7.48M
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
750+ 100.0% |
$42.5K - $43.6K
|
1.5K
$85.6K
|
|
|
Nov 12, 2024
Q3 2024
|
First American Trust, Fsb
|
BUY
|
- |
2.49K+ 3.56% |
$141K - $145K
|
72.4K
$4.13M
|
|
|
Nov 12, 2024
Q3 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-1.22K- 16.63% |
$68.9K - $70.8K
|
6.1K
$348K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
10.6K+ 395.97% |
$602K - $618K
|
13.3K
$759K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
2.55K+ 15.03% |
$144K - $148K
|
19.5K
$1.11M
|
|
|
Nov 12, 2024
Q3 2024
|
Elyxium Wealth, LLC
San Mateo, CA |
BUY
|
- |
6.07KNew |
$344K - $353K
|
6.07K
$346K
|
|
|
Nov 12, 2024
Q3 2024
|
Certus Wealth Management, LLC
Redwood City, CA |
BUY
|
- |
1.98K+ 1.57% |
$112K - $115K
|
128K
$7.29M
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
212+ 3.8% |
$12K - $12.3K
|
5.78K
$330K
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.07KNew |
$174K - $178K
|
3.07K
$175K
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
53.7K+ 15.02% |
$3.04M - $3.12M
|
411K
$23.5M
|