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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-28.4K- 8.42% |
$1.59M - $1.63M
|
309K
$17.2M
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-16K- 7.57% |
$894K - $919K
|
195K
$10.8M
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-148K- 10.43% |
$8.3M - $8.53M
|
1.27M
$70.9M
|
|
|
May 15, 2025
Q1 2025
|
Rinkey Investments
San Diego, CA |
SELL
|
- |
-92.5K- 51.2% |
$5.17M - $5.32M
|
88.2K
$4.9M
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
49.3KNew |
$2.76M - $2.83M
|
49.3K
$2.74M
|
|
|
May 15, 2025
Q1 2025
|
Williams & Novak, LLC
Westlake Village, CA |
SELL
|
- |
-3.25K- 7.11% |
$181K - $186K
|
42.4K
$2.36M
|
|
|
May 15, 2025
Q1 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
14+ 0.47% |
$783 - $805
|
2.99K
$166K
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
1.02K+ 1.86% |
$57K - $58.6K
|
55.7K
$3.1M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
10.7K+ 52.12% |
$598K - $615K
|
31.2K
$1.74M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-621K- 83.83% |
$34.8M - $35.7M
|
120K
$6.67M
|
|
|
May 14, 2025
Q1 2025
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
20.7K+ 92.27% |
$1.16M - $1.19M
|
43.2K
$2.4M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
246KNew |
$13.7M - $14.1M
|
246K
$13.7M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
3.85KNew |
$215K - $221K
|
3.85K
$214K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-7.77K- 3.99% |
$435K - $447K
|
187K
$10.4M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-75K- 79.98% |
$4.2M - $4.31M
|
18.8K
$1.04M
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
1.14K+ 19.36% |
$63.5K - $65.3K
|
7K
$390K
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-30.1K- 66.14% |
$1.68M - $1.73M
|
15.4K
$858K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
1.49K+ 4.38% |
$83.1K - $85.4K
|
35.4K
$1.97M
|
|
|
May 14, 2025
Q1 2025
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
266+ 1.08% |
$14.9K - $15.3K
|
24.9K
$1.39M
|
|
|
May 14, 2025
Q1 2025
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
36.9K+ 133.92% |
$2.07M - $2.12M
|
64.5K
$3.59M
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
7.74K+ 51593.33% |
$433K - $445K
|
7.75K
$431K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
1.03MNew |
$57.7M - $59.3M
|
1.03M
$57.4M
|
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
BUY
|
- |
13.8K+ 170.56% |
$770K - $791K
|
21.8K
$1.22M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
54.6K+ 36.17% |
$3.05M - $3.14M
|
206K
$11.4M
|
|
|
May 14, 2025
Q1 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
23.6K+ 47.65% |
$1.32M - $1.36M
|
73.2K
$4.07M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
6.66K+ 64.31% |
$372K - $383K
|
17K
$946K
|
|
|
May 14, 2025
Q1 2025
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
8.08KNew |
$452K - $465K
|
8.08K
$450K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-10.1K- 13.52% |
$567K - $583K
|
64.9K
$3.61M
|
|
|
May 14, 2025
Q1 2025
|
Tme Financial, Inc.
Huntington Beach, CA |
SELL
|
- |
-856- 6.46% |
$47.9K - $49.2K
|
12.4K
$689K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
8.65K+ 68.53% |
$484K - $497K
|
21.3K
$1.18M
|
|
|
May 14, 2025
Q1 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
6.14K+ 43.73% |
$343K - $353K
|
20.2K
$1.12M
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-25K- 56.66% |
$1.4M - $1.44M
|
19.1K
$1.06M
|
|
|
May 14, 2025
Q1 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-1.04K- 0.85% |
$58.2K - $59.8K
|
122K
$6.77M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-201K- 30.73% |
$11.2M - $11.5M
|
452K
$25.1M
|
|
|
May 13, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
9.38K+ 3.98% |
$525K - $539K
|
245K
$13.6M
|
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
1+ 2.38% |
$55.9 - $57.5
|
43
$2.39K
|
|
|
May 13, 2025
Q1 2025
|
Fca Corp
Houston, TX |
SELL
|
- |
-114- 2.54% |
$6.38K - $6.55K
|
4.37K
$243K
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-17.3K- 14.14% |
$969K - $996K
|
105K
$5.86M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
351New |
$19.6K - $20.2K
|
351
$19.5K
|
|
|
May 13, 2025
Q1 2025
|
Lm Advisors LLC
San Diego, CA |
SELL
|
- |
-263- 1.62% |
$14.7K - $15.1K
|
16K
$890K
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
3.78K+ 4.71% |
$211K - $217K
|
84K
$4.67M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-50.2K- 18.28% |
$2.81M - $2.89M
|
225K
$12.5M
|
|
|
May 13, 2025
Q1 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
23+ 0.48% |
$1.29K - $1.32K
|
4.84K
$269K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
6.82K+ 21.99% |
$381K - $392K
|
37.8K
$2.1M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
4.54KNew |
$254K - $261K
|
4.54K
$253K
|
|
|
May 13, 2025
Q1 2025
|
Certus Wealth Management, LLC
Redwood City, CA |
BUY
|
- |
2.01K+ 1.44% |
$113K - $116K
|
142K
$7.9M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
4.49K+ 17.57% |
$251K - $258K
|
30.1K
$1.67M
|
|
|
May 13, 2025
Q1 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
17.2KNew |
$963K - $989K
|
17.2K
$957K
|
|
|
May 13, 2025
Q1 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
2.22K+ 3.33% |
$124K - $127K
|
68.9K
$3.83M
|