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 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-71.8K- 9.05% |
$4.01M - $4.13M
|
721K
$40.1M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-18.4K- 9.26% |
$1.03M - $1.06M
|
181K
$10M
|
|
|
May 13, 2025
Q1 2025
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
225+ 0.62% |
$12.6K - $12.9K
|
36.5K
$2.03M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
15.4K+ 17.87% |
$859K - $882K
|
101K
$5.63M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
5+ 0.09% |
$280 - $287
|
5.42K
$301K
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
SELL
|
- |
-15.2K- 4.16% |
$851K - $875K
|
351K
$19.5M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
19K+ 4.01% |
$1.06M - $1.09M
|
493K
$27.4M
|
|
|
May 12, 2025
Q1 2025
|
Integrity Financial Corp
|
SELL
|
- |
-1.8K- 40.26% |
$101K - $103K
|
2.67K
$148K
|
|
|
May 12, 2025
Q1 2025
|
Bristlecone Advisors, LLC
|
BUY
|
- |
4.6K+ 36.75% |
$257K - $264K
|
17.1K
$951K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
5+ 0.5% |
$280 - $287
|
1.01K
$56K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-1.15K- 2.02% |
$64.1K - $65.9K
|
55.5K
$3.09M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-800- 15.69% |
$44.7K - $46K
|
4.3K
$239K
|
|
|
May 12, 2025
Q1 2025
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
7.48K+ 2.27% |
$418K - $430K
|
336K
$18.7M
|
|
|
May 12, 2025
Q1 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-490- 5.92% |
$27.4K - $28.2K
|
7.78K
$433K
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-37- 3.34% |
$2.07K - $2.13K
|
1.07K
$59.5K
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
1.77K+ 40.76% |
$98.7K - $101K
|
6.1K
$339K
|
|
|
May 12, 2025
Q1 2025
|
First American Trust, Fsb
|
SELL
|
- |
-17.1K- 16.18% |
$956K - $983K
|
88.6K
$4.93M
|
|
|
May 12, 2025
Q1 2025
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-1.43K- 16.44% |
$79.8K - $82K
|
7.25K
$403K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
11.7K+ 27.48% |
$657K - $675K
|
54.5K
$3.03M
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
35.7K+ 151.42% |
$2M - $2.05M
|
59.2K
$3.29M
|
|
|
May 09, 2025
Q1 2025
|
Financial Connections Group, Inc.
|
SELL
|
- |
-38.1K- 16.56% |
$2.13M - $2.19M
|
192K
$10.7M
|
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
317+ 1.26% |
$17.7K - $18.2K
|
25.6K
$1.42M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-5.75K- 47.79% |
$321K - $330K
|
6.28K
$349K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-6.72K- 4.04% |
$376K - $386K
|
160K
$8.89M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
351New |
$19.6K - $20.2K
|
351
$19.5K
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-920- 12.89% |
$51.5K - $52.9K
|
6.22K
$346K
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
82+ 1.86% |
$4.59K - $4.71K
|
4.49K
$250K
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
1.18KNew |
$65.8K - $67.6K
|
1.18K
$65.5K
|
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-734K- 6.68% |
$41.1M - $42.2M
|
10.3M
$571M
|
|
|
May 09, 2025
Q1 2025
|
Conquis Financial LLC
Milbrae, CA |
BUY
|
- |
1.83K+ 10.68% |
$102K - $105K
|
18.9K
$1.05M
|
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
1.75K+ 13.79% |
$97.7K - $100K
|
14.4K
$801K
|
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-4.5K- 81.07% |
$252K - $259K
|
1.05K
$58.4K
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-43.1K- 7.18% |
$2.41M - $2.47M
|
556K
$31M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
3.19K+ 5.66% |
$179K - $183K
|
59.6K
$3.32M
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
8.51K+ 33.4% |
$476K - $489K
|
34K
$1.89M
|
|
|
May 07, 2025
Q1 2025
|
Facet Wealth, Inc.
|
SELL
|
- |
-118K- 10.27% |
$6.6M - $6.78M
|
1.03M
$57.3M
|
|
|
May 07, 2025
Q1 2025
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-158- 8.77% |
$8.84K - $9.08K
|
1.64K
$91.4K
|
|
|
May 07, 2025
Q1 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-10.8K- 47.81% |
$605K - $622K
|
11.8K
$657K
|
|
|
May 07, 2025
Q1 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-878- 2.31% |
$49.1K - $50.5K
|
37.1K
$2.06M
|
|
|
May 07, 2025
Q1 2025
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-34.3K- 6.1% |
$1.92M - $1.97M
|
527K
$29.3M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-24.8K- 3.0% |
$1.38M - $1.42M
|
801K
$44.5M
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-3.39K- 3.29% |
$190K - $195K
|
99.6K
$5.54M
|
|
|
May 06, 2025
Q1 2025
|
De Dora Capital, Inc.
|
BUY
|
- |
4.97K+ 12.21% |
$278K - $286K
|
45.7K
$2.54M
|
|
|
May 06, 2025
Q1 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-1.07K- 19.53% |
$59.6K - $61.2K
|
4.39K
$244K
|
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
6.68KNew |
$373K - $384K
|
6.68K
$371K
|
|
|
May 06, 2025
Q1 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
18.6K+ 5.41% |
$1.04M - $1.07M
|
363K
$20.2M
|
|
|
May 06, 2025
Q1 2025
|
Sfe Investment Counsel
Los Angeles, CA |
BUY
|
- |
7.39KNew |
$413K - $424K
|
7.39K
$411K
|
|
|
May 06, 2025
Q1 2025
|
Orin Green Financial, LLC
|
SELL
|
- |
-4.64K- 1.25% |
$260K - $267K
|
366K
$20.4M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
6.28K+ 11.68% |
$351K - $361K
|
60.1K
$3.34M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
12.6K+ 5.7% |
$702K - $721K
|
233K
$13M
|