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 |
|---|---|---|---|---|---|---|---|
|
Oct 25, 2024
Q3 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
2.87K+ 3.91% |
$162K - $167K
|
76.1K
$4.34M
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-385- 3.77% |
$21.8K - $22.4K
|
9.84K
$561K
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
500+ 3.27% |
$28.3K - $29.1K
|
15.8K
$901K
|
|
|
Oct 25, 2024
Q3 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
2.22K+ 4.07% |
$126K - $129K
|
56.9K
$3.25M
|
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
438+ 3.9% |
$24.8K - $25.5K
|
11.7K
$665K
|
|
|
Oct 24, 2024
Q3 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
137+ 1.23% |
$7.76K - $7.97K
|
11.3K
$643K
|
|
|
Oct 24, 2024
Q3 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
92.5KNew |
$5.24M - $5.38M
|
92.5K
$5.28M
|
|
|
Oct 24, 2024
Q3 2024
|
A16z Perennial Management, L.P.
Menlo Park, CA |
BUY
|
- |
226KNew |
$12.8M - $13.2M
|
226K
$12.9M
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
3.48KNew |
$197K - $202K
|
3.48K
$199K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.14K+ 18.53% |
$121K - $124K
|
13.7K
$779K
|
|
|
Oct 23, 2024
Q3 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
6.3KNew |
$357K - $366K
|
6.3K
$359K
|
|
|
Oct 23, 2024
Q3 2024
|
Bank Of Stockton
|
SELL
|
- |
-107- 0.13% |
$6.06K - $6.22K
|
81.3K
$4.64M
|
|
|
Oct 23, 2024
Q3 2024
|
West Wealth Group, LLC
|
BUY
|
- |
15.8K+ 12.13% |
$896K - $920K
|
146K
$8.34M
|
|
|
Oct 23, 2024
Q3 2024
|
Eagle Ridge Investment Management
|
BUY
|
- |
53+ 0.78% |
$3K - $3.08K
|
6.85K
$391K
|
|
|
Oct 22, 2024
Q3 2024
|
Simpli Fi, Inc.
|
BUY
|
- |
169+ 0.69% |
$9.57K - $9.83K
|
24.8K
$1.41M
|
|
|
Oct 22, 2024
Q3 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
12+ 0.61% |
$680 - $698
|
1.97K
$112K
|
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
SELL
|
- |
-338- 3.72% |
$19.1K - $19.7K
|
8.76K
$500K
|
|
|
Oct 21, 2024
Q3 2024
|
De Dora Capital, Inc.
|
SELL
|
- |
-758- 1.81% |
$42.9K - $44.1K
|
41.1K
$2.35M
|
|
|
Oct 21, 2024
Q3 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-1.8K- 31.11% |
$102K - $105K
|
3.98K
$227K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
SELL
|
- |
-1.9K- 2.76% |
$108K - $111K
|
66.9K
$3.82M
|
|
|
Oct 18, 2024
Q3 2024
|
One Degree Advisors Inc
San Diego, CA |
SELL
|
- |
-12.5K- 72.6% |
$710K - $729K
|
4.73K
$270K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-209- 1.45% |
$11.8K - $12.2K
|
14.2K
$813K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-4.87K- 2.89% |
$276K - $283K
|
164K
$9.34M
|
|
|
Oct 18, 2024
Q3 2024
|
Financial Connections Group, Inc.
|
SELL
|
- |
-9.04K- 3.67% |
$512K - $526K
|
237K
$13.5M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.03K+ 0.75% |
$58.2K - $59.8K
|
138K
$7.87M
|
|
|
Oct 18, 2024
Q3 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
SELL
|
- |
-1.75K- 3.41% |
$98.9K - $102K
|
49.4K
$2.82M
|
|
|
Oct 18, 2024
Q3 2024
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
365+ 0.68% |
$20.7K - $21.2K
|
54K
$3.08M
|
|
|
Oct 18, 2024
Q3 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-5.41K- 26.41% |
$306K - $315K
|
15.1K
$860K
|
|
|
Oct 18, 2024
Q3 2024
|
Brio Consultants, LLC
|
BUY
|
- |
67.3K+ 19.74% |
$3.81M - $3.92M
|
408K
$23.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Slow Capital, Inc.
|
BUY
|
- |
20.8K+ 7.04% |
$1.18M - $1.21M
|
316K
$18M
|
|
|
Oct 17, 2024
Q3 2024
|
Raub Brock Capital Management LP
|
SELL
|
- |
-910- 0.22% |
$51.6K - $52.9K
|
408K
$23.2M
|
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
2.05K+ 4.58% |
$116K - $119K
|
46.8K
$2.67M
|
|
|
Oct 16, 2024
Q3 2024
|
Orin Green Financial, LLC
|
BUY
|
- |
17.1K+ 4.97% |
$971K - $997K
|
362K
$20.7M
|
|
|
Oct 15, 2024
Q3 2024
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-1.77K- 5.14% |
$100K - $103K
|
32.6K
$1.86M
|
|
|
Oct 15, 2024
Q3 2024
|
Client First Capital LLC
|
BUY
|
- |
86.6K+ 1474.52% |
$4.9M - $5.04M
|
92.4K
$5.27M
|
|
|
Oct 15, 2024
Q3 2024
|
Leisure Capital Management
|
SELL
|
- |
-304- 4.61% |
$17.2K - $17.7K
|
6.29K
$359K
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
SELL
|
- |
-833- 13.25% |
$47.2K - $48.5K
|
5.45K
$311K
|
|
|
Oct 15, 2024
Q3 2024
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
11KNew |
$621K - $637K
|
11K
$625K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
15.6K+ 8.87% |
$884K - $907K
|
191K
$10.9M
|
|
|
Oct 11, 2024
Q3 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
5.85K+ 9.78% |
$331K - $340K
|
65.7K
$3.75M
|
|
|
Oct 11, 2024
Q3 2024
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
2.35K+ 3.81% |
$133K - $137K
|
64.2K
$3.66M
|
|
|
Oct 10, 2024
Q3 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
125+ 1.04% |
$7.08K - $7.27K
|
12.1K
$690K
|
|
|
Oct 10, 2024
Q3 2024
|
Paragon Capital Management LTD
|
BUY
|
- |
3.08K+ 64.54% |
$175K - $179K
|
7.86K
$448K
|
|
|
Oct 10, 2024
Q3 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
2.36K+ 27.13% |
$134K - $137K
|
11.1K
$631K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 10, 2024
Q3 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
493+ 2.16% |
$27.9K - $28.7K
|
23.4K
$1.33M
|
|
|
Oct 10, 2024
Q3 2024
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
3.85K+ 18.7% |
$218K - $224K
|
24.4K
$1.39M
|
|
|
Oct 09, 2024
Q3 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
43+ 0.16% |
$2.44K - $2.5K
|
27.1K
$1.55M
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
8.21K+ 22.95% |
$465K - $478K
|
44K
$2.51M
|
|
|
Oct 08, 2024
Q3 2024
|
Traveka Wealth, LLC
San Jose, CA |
SELL
|
- |
-2.28K- 2.85% |
$129K - $133K
|
77.8K
$4.44M
|