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 12, 2025
Q3 2025
|
Ndwm LLC
La Jolla, CA |
SELL
|
- |
-16.9K- 17.57% |
$935K - $968K
|
79.5K
$4.56M
|
|
|
Nov 12, 2025
Q3 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
27.3K+ 120.1% |
$1.5M - $1.56M
|
49.9K
$2.86M
|
|
|
Nov 12, 2025
Q3 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.34K- 4.92% |
$73.8K - $76.4K
|
25.8K
$1.48M
|
|
|
Nov 12, 2025
Q3 2025
|
Navalign, LLC
|
BUY
|
- |
10.9K+ 6.22% |
$600K - $621K
|
186K
$10.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Pfg Advisors
|
BUY
|
- |
4.28KNew |
$236K - $245K
|
4.28K
$245K
|
|
|
Nov 12, 2025
Q3 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
9.55K+ 128.47% |
$527K - $546K
|
17K
$974K
|
|
|
Nov 12, 2025
Q3 2025
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
1.78K+ 16.73% |
$98.1K - $102K
|
12.4K
$712K
|
|
|
Nov 12, 2025
Q3 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
4.4K+ 6.15% |
$243K - $251K
|
75.9K
$4.35M
|
|
|
Nov 12, 2025
Q3 2025
|
Cibc Bancorp Usa Inc.
Chicago, IL |
BUY
|
- |
9.05KNew |
$499K - $517K
|
9.05K
$519K
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.56% |
$110 - $114
|
356
$20.4K
|
|
|
Nov 10, 2025
Q3 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
5+ 0.43% |
$276 - $286
|
1.18K
$67.6K
|
|
|
Nov 10, 2025
Q3 2025
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
318+ 1.21% |
$17.5K - $18.2K
|
26.6K
$1.53M
|
|
|
Nov 10, 2025
Q3 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
18.8K+ 0.24% |
$1.04M - $1.08M
|
7.74M
$444M
|
|
|
Nov 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
4.9K+ 4.4% |
$270K - $280K
|
116K
$6.68M
|
|
|
Nov 10, 2025
Q3 2025
|
Brio Consultants, LLC
|
SELL
|
- |
-12.4K- 6.2% |
$682K - $706K
|
187K
$10.7M
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
BUY
|
- |
10.1K+ 15.05% |
$554K - $574K
|
76.9K
$4.41M
|
|
|
Nov 10, 2025
Q3 2025
|
Adviser Investments LLC
|
SELL
|
- |
-28.7K- 8.34% |
$1.58M - $1.64M
|
315K
$18.1M
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
22.8K+ 69.9% |
$1.26M - $1.3M
|
55.5K
$3.18M
|
|
|
Nov 10, 2025
Q3 2025
|
Longview Financial Advisors LLC
San Rafael, CA |
SELL
|
- |
-17- 11.33% |
$938 - $971
|
133
$7.63K
|
|
|
Nov 10, 2025
Q3 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
11.8K+ 17.57% |
$651K - $674K
|
79K
$4.53M
|
|
|
Nov 10, 2025
Q3 2025
|
First American Trust, Fsb
|
BUY
|
- |
7.41K+ 7.75% |
$409K - $423K
|
103K
$5.91M
|
|
|
Nov 10, 2025
Q3 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-73- 0.1% |
$4.03K - $4.17K
|
75.1K
$4.31M
|
|
|
Nov 10, 2025
Q3 2025
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-435- 51.12% |
$24K - $24.9K
|
416
$23.9K
|
|
|
Nov 07, 2025
Q3 2025
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
5.62KNew |
$310K - $321K
|
5.62K
$322K
|
|
|
Nov 07, 2025
Q3 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1.02KNew |
$56.4K - $58.4K
|
1.02K
$58.6K
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
54.2K+ 10.99% |
$2.99M - $3.09M
|
547K
$31.4M
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-3.82K- 16.83% |
$211K - $218K
|
18.9K
$1.08M
|
|
|
Nov 07, 2025
Q3 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
4.53K+ 43.22% |
$250K - $259K
|
15K
$861K
|
|
|
Nov 07, 2025
Q3 2025
|
Syon Capital LLC
San Francisco, CA |
SELL
|
- |
-54.6K- 4.53% |
$3.01M - $3.12M
|
1.15M
$66M
|
|
|
Nov 07, 2025
Q3 2025
|
Certus Wealth Management, LLC
Redwood City, CA |
SELL
|
- |
-14.8K- 10.41% |
$816K - $845K
|
127K
$7.3M
|
|
|
Nov 07, 2025
Q3 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
9.78K+ 40.24% |
$539K - $559K
|
34.1K
$1.95M
|
|
|
Nov 07, 2025
Q3 2025
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
682+ 7.27% |
$37.6K - $39K
|
10.1K
$577K
|
|
|
Nov 06, 2025
Q3 2025
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
8.65K+ 14.17% |
$477K - $494K
|
69.7K
$4M
|
|
|
Nov 06, 2025
Q3 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-4.69M- 54.23% |
$259M - $268M
|
3.96M
$227M
|
|
|
Nov 06, 2025
Q3 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
6.6KNew |
$364K - $377K
|
6.6K
$378K
|
|
|
Nov 06, 2025
Q3 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
31.8KNew |
$1.75M - $1.81M
|
31.8K
$1.82M
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
SELL
|
- |
-25K- 6.47% |
$1.38M - $1.43M
|
362K
$20.8M
|
|
|
Nov 06, 2025
Q3 2025
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-580- 0.88% |
$32K - $33.1K
|
65.6K
$3.76M
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-180- 44.23% |
$9.93K - $10.3K
|
227
$13K
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
4.62K+ 7.35% |
$255K - $264K
|
67.5K
$3.87M
|
|
|
Nov 05, 2025
Q3 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
3.85KNew |
$212K - $220K
|
3.85K
$221K
|
|
|
Nov 05, 2025
Q3 2025
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
20+ 0.51% |
$1.1K - $1.14K
|
3.98K
$228K
|
|
|
Nov 05, 2025
Q3 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
167+ 0.23% |
$9.21K - $9.54K
|
73.6K
$4.22M
|
|
|
Nov 05, 2025
Q3 2025
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
SELL
|
- |
-172- 0.37% |
$9.49K - $9.83K
|
46.8K
$2.69M
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-1.02K- 4.69% |
$56K - $58K
|
20.6K
$1.18M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
23.7K+ 36.96% |
$1.31M - $1.35M
|
87.8K
$5.03M
|
|
|
Nov 04, 2025
Q3 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
900+ 13.01% |
$49.6K - $51.4K
|
7.82K
$448K
|
|
|
Nov 04, 2025
Q3 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-1.3K- 1.62% |
$71.7K - $74.3K
|
79.1K
$4.54M
|
|
|
Nov 04, 2025
Q3 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
611+ 4.18% |
$33.7K - $34.9K
|
15.2K
$874K
|
|
|
Nov 04, 2025
Q3 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
23.3K+ 167.83% |
$1.29M - $1.33M
|
37.2K
$2.13M
|
|