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 11, 2025
Q2 2025
|
First American Trust, Fsb
|
BUY
|
- |
7.01K+ 7.91% |
$382K - $397K
|
95.6K
$5.44M
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-13.6K- 22.99% |
$742K - $772K
|
45.6K
$2.6M
|
|
|
Aug 11, 2025
Q2 2025
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-250- 2.3% |
$13.6K - $14.2K
|
10.6K
$605K
|
|
|
Aug 11, 2025
Q2 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.56K+ 26.58% |
$85.1K - $88.5K
|
7.43K
$423K
|
|
|
Aug 08, 2025
Q2 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
1.93K+ 7.56% |
$105K - $110K
|
27.5K
$1.56M
|
|
|
Aug 08, 2025
Q2 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
825+ 13.54% |
$45K - $46.8K
|
6.92K
$394K
|
|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
161KNew |
$8.76M - $9.11M
|
161K
$9.14M
|
|
|
Aug 08, 2025
Q2 2025
|
Omega Financial Group, LLC
|
BUY
|
- |
1+ 0.0% |
$54.5 - $56.7
|
74.9K
$4.26M
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
171+ 11.4% |
$9.32K - $9.7K
|
1.67K
$95.1K
|
|
|
Aug 08, 2025
Q2 2025
|
Bailard, Inc.
|
BUY
|
- |
193K+ 16.73% |
$10.5M - $10.9M
|
1.34M
$76.5M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
20.4K+ 33.94% |
$1.11M - $1.16M
|
80.4K
$4.58M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-13.2K- 5.67% |
$720K - $749K
|
220K
$12.5M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.78K+ 8.91% |
$152K - $158K
|
34K
$1.93M
|
|
|
Aug 08, 2025
Q2 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-55.4K- 74.68% |
$3.02M - $3.14M
|
18.8K
$1.07M
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-949- 17.83% |
$51.7K - $53.8K
|
4.37K
$249K
|
|
|
Aug 08, 2025
Q2 2025
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
10.3K+ 126.92% |
$559K - $582K
|
18.3K
$1.04M
|
|
|
Aug 08, 2025
Q2 2025
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
380+ 6.3% |
$20.7K - $21.5K
|
6.41K
$365K
|
|
|
Aug 08, 2025
Q2 2025
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
67+ 0.76% |
$3.65K - $3.8K
|
8.92K
$507K
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-42.4K- 17.46% |
$2.31M - $2.4M
|
200K
$11.4M
|
|
|
Aug 07, 2025
Q2 2025
|
Brio Consultants, LLC
|
SELL
|
- |
-140K- 41.21% |
$7.62M - $7.92M
|
199K
$11.3M
|
|
|
Aug 07, 2025
Q2 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
2.04K+ 33.79% |
$111K - $115K
|
8.06K
$459K
|
|
|
Aug 07, 2025
Q2 2025
|
Sanchez Wealth Management Group
|
SELL
|
- |
-1.69K- 25.94% |
$91.9K - $95.5K
|
4.81K
$274K
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-54.5K- 32.83% |
$2.97M - $3.09M
|
112K
$6.35M
|
|
|
Aug 07, 2025
Q2 2025
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
6.19K+ 30.8% |
$338K - $351K
|
26.3K
$1.5M
|
|
|
Aug 07, 2025
Q2 2025
|
Sfe Investment Counsel
Los Angeles, CA |
SELL
|
- |
-1.29K- 17.43% |
$70.2K - $73K
|
6.1K
$347K
|
|
|
Aug 07, 2025
Q2 2025
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
SELL
|
- |
-6.86K- 60.33% |
$374K - $389K
|
4.51K
$256K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
69+ 0.44% |
$3.76K - $3.91K
|
15.7K
$895K
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
BUY
|
- |
498+ 1.65% |
$27.2K - $28.2K
|
30.6K
$1.74M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-8.62K- 5.4% |
$470K - $489K
|
151K
$8.6M
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-1.56K- 22.62% |
$84.8K - $88.2K
|
5.32K
$303K
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
SELL
|
- |
-9.52K- 51.71% |
$519K - $540K
|
8.89K
$506K
|
|
|
Aug 06, 2025
Q2 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
167K+ 449.7% |
$9.09M - $9.45M
|
204K
$11.6M
|
|
|
Aug 06, 2025
Q2 2025
|
Longview Financial Advisors LLC
San Rafael, CA |
BUY
|
- |
66+ 78.57% |
$3.6K - $3.74K
|
150
$8.54K
|
|
|
Aug 06, 2025
Q2 2025
|
Adviser Investments LLC
|
SELL
|
- |
-6.61K- 1.88% |
$360K - $375K
|
344K
$19.6M
|
|
|
Aug 06, 2025
Q2 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-515- 11.74% |
$28.1K - $29.2K
|
3.87K
$220K
|
|
|
Aug 05, 2025
Q2 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-18.7K- 18.88% |
$1.02M - $1.06M
|
80.4K
$4.57M
|
|
|
Aug 05, 2025
Q2 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
176K+ 31.54% |
$9.57M - $9.95M
|
732K
$41.7M
|
|
|
Aug 05, 2025
Q2 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-358- 5.37% |
$19.5K - $20.3K
|
6.31K
$359K
|
|
|
Aug 05, 2025
Q2 2025
|
Westside Investment Management, Inc.
|
SELL
|
- |
-1.46K- 3.49% |
$79.3K - $82.5K
|
40.3K
$2.29M
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-99.7K- 44.39% |
$5.44M - $5.65M
|
125K
$7.11M
|
|
|
Aug 05, 2025
Q2 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
10.5KNew |
$572K - $594K
|
10.5K
$596K
|
|
|
Aug 05, 2025
Q2 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
2.6K+ 3.78% |
$142K - $148K
|
71.5K
$4.07M
|
|
|
Aug 05, 2025
Q2 2025
|
Key F Inancial Inc
|
BUY
|
- |
69New |
$3.76K - $3.91K
|
69
$3.93K
|
|
|
Aug 05, 2025
Q2 2025
|
Simplex Trading, LLC
|
BUY
|
- |
39New |
$2.13K - $2.21K
|
39
$2.22K
|
|
|
Aug 05, 2025
Q2 2025
|
Elyxium Wealth, LLC
San Mateo, CA |
SELL
|
- |
-1.73K- 28.57% |
$94.5K - $98.3K
|
4.33K
$247K
|
|
|
Aug 05, 2025
Q2 2025
|
Tme Financial, Inc.
Huntington Beach, CA |
SELL
|
- |
-4.39K- 35.42% |
$239K - $249K
|
8K
$455K
|
|
|
Aug 04, 2025
Q2 2025
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-35- 0.2% |
$1.91K - $1.98K
|
17.1K
$971K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
28.4K+ 7.9% |
$1.55M - $1.61M
|
387K
$22M
|
|
|
Aug 04, 2025
Q2 2025
|
Navalign, LLC
|
SELL
|
- |
-22.7K- 11.5% |
$1.24M - $1.29M
|
175K
$9.95M
|
|
|
Aug 04, 2025
Q2 2025
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-6.06K- 12.39% |
$330K - $344K
|
42.9K
$2.44M
|