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 01, 2025
Q2 2025
|
Clark Asset Management, LLC
Stratham, NH |
SELL
|
- |
-2.68K- 10.25% |
$146K - $152K
|
23.4K
$1.33M
|
|
|
Aug 01, 2025
Q2 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
SELL
|
- |
-45.6K- 92.44% |
$2.48M - $2.58M
|
3.73K
$212K
|
|
|
Aug 01, 2025
Q2 2025
|
Facet Wealth, Inc.
|
BUY
|
- |
248K+ 24.04% |
$13.5M - $14.1M
|
1.28M
$72.8M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.1K- 17.32% |
$60.1K - $62.5K
|
5.27K
$300K
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-6.15K- 51.3% |
$335K - $349K
|
5.84K
$332K
|
|
|
Jul 31, 2025
Q2 2025
|
Ndwm LLC
La Jolla, CA |
BUY
|
- |
52.9K+ 121.39% |
$2.88M - $3M
|
96.5K
$5.49M
|
|
|
Jul 31, 2025
Q2 2025
|
Ballast Advisors LLC
|
BUY
|
- |
5+ 1.23% |
$273 - $284
|
410
$23.3K
|
|
|
Jul 31, 2025
Q2 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-304K- 3.39% |
$16.6M - $17.2M
|
8.65M
$492M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
50.3K+ 10.71% |
$2.74M - $2.85M
|
520K
$29.6M
|
|
|
Jul 31, 2025
Q2 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
13.9KNew |
$758K - $788K
|
13.9K
$791K
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO
|
BUY
|
- |
2.47K+ 4.68% |
$135K - $140K
|
55.2K
$3.14M
|
|
|
Jul 30, 2025
Q2 2025
|
Retirement Planning Group
|
BUY
|
- |
4KNew |
$218K - $227K
|
4K
$228K
|
|
|
Jul 30, 2025
Q2 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
105+ 2.34% |
$5.72K - $5.95K
|
4.59K
$261K
|
|
|
Jul 30, 2025
Q2 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
8.16KNew |
$445K - $463K
|
8.16K
$465K
|
|
|
Jul 30, 2025
Q2 2025
|
Silver Oak Wealth Advisors Services, LLC
Los Angeles, CA |
BUY
|
- |
55.4K+ 229.58% |
$3.02M - $3.14M
|
79.5K
$4.53M
|
|
|
Jul 30, 2025
Q2 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
137+ 2.05% |
$7.47K - $7.77K
|
6.81K
$388K
|
|
|
Jul 30, 2025
Q2 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
23.8K+ 6.55% |
$1.3M - $1.35M
|
387K
$22M
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-112- 1.67% |
$6.11K - $6.35K
|
6.58K
$375K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
164+ 3.45% |
$8.94K - $9.3K
|
4.91K
$279K
|
|
|
Jul 29, 2025
Q2 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
6.15K+ 87.94% |
$335K - $349K
|
13.1K
$747K
|
|
|
Jul 29, 2025
Q2 2025
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
283+ 7.7% |
$15.4K - $16K
|
3.96K
$225K
|
|
|
Jul 29, 2025
Q2 2025
|
De Dora Capital, Inc.
|
BUY
|
- |
2.48K+ 5.43% |
$135K - $141K
|
48.2K
$2.74M
|
|
|
Jul 29, 2025
Q2 2025
|
Orin Green Financial, LLC
|
SELL
|
- |
-23.9K- 6.53% |
$1.3M - $1.35M
|
342K
$19.5M
|
|
|
Jul 28, 2025
Q2 2025
|
Ifc Advisors LLC
Los Angeles, CA |
BUY
|
- |
941+ 4.05% |
$51.3K - $53.4K
|
24.2K
$1.38M
|
|
|
Jul 28, 2025
Q2 2025
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
SELL
|
- |
-1.71K- 3.5% |
$93K - $96.7K
|
47K
$2.68M
|
|
|
Jul 28, 2025
Q2 2025
|
Davidson Investment Advisors
|
BUY
|
- |
6.56K+ 43.63% |
$357K - $372K
|
21.6K
$1.23M
|
|
|
Jul 28, 2025
Q2 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
32.2KNew |
$1.75M - $1.82M
|
32.2K
$1.83M
|
|
|
Jul 28, 2025
Q2 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
4.7K+ 39.81% |
$256K - $267K
|
16.5K
$940K
|
|
|
Jul 25, 2025
Q2 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-3.88K- 6.02% |
$212K - $220K
|
60.6K
$3.45M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
17.1K+ 16.08% |
$931K - $968K
|
123K
$7.01M
|
|
|
Jul 25, 2025
Q2 2025
|
Rhs Financial, LLC
|
SELL
|
- |
-17.7K- 61.23% |
$963K - $1M
|
11.2K
$637K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.33K- 37.06% |
$127K - $132K
|
3.95K
$225K
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
34.7K+ 16.95% |
$1.89M - $1.97M
|
239K
$13.6M
|
|
|
Jul 25, 2025
Q2 2025
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
1.01K+ 1.55% |
$55.1K - $57.3K
|
66.2K
$3.77M
|
|
|
Jul 24, 2025
Q2 2025
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-350- 2.88% |
$19.1K - $19.8K
|
11.8K
$672K
|
|
|
Jul 24, 2025
Q2 2025
|
Certus Wealth Management, LLC
Redwood City, CA |
SELL
|
- |
-1- -0.0% |
$54.5 - $56.7
|
142K
$8.08M
|
|
|
Jul 24, 2025
Q2 2025
|
Williams & Novak, LLC
Westlake Village, CA |
SELL
|
- |
-25K- 59.06% |
$1.36M - $1.42M
|
17.3K
$987K
|
|
|
Jul 24, 2025
Q2 2025
|
Financial Connections Group, Inc.
|
SELL
|
- |
-25.3K- 13.18% |
$1.38M - $1.43M
|
166K
$9.47M
|
|
|
Jul 24, 2025
Q2 2025
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
15.6KNew |
$852K - $886K
|
15.6K
$889K
|
|
|
Jul 23, 2025
Q2 2025
|
Slow Capital, Inc.
|
SELL
|
- |
-63K- 19.14% |
$3.43M - $3.57M
|
266K
$15.1M
|
|
|
Jul 23, 2025
Q2 2025
|
Wise Wealth Partners
Phoenix, AZ |
BUY
|
- |
428+ 7.97% |
$23.3K - $24.3K
|
5.8K
$330K
|
|
|
Jul 23, 2025
Q2 2025
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
12.8KNew |
$696K - $724K
|
12.8K
$727K
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
81+ 0.11% |
$4.42K - $4.59K
|
70.7K
$4.02M
|
|
|
Jul 23, 2025
Q2 2025
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
28+ 0.78% |
$1.53K - $1.59K
|
3.63K
$206K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
7.18K+ 12.05% |
$392K - $407K
|
66.8K
$3.8M
|
|
|
Jul 22, 2025
Q2 2025
|
Sol Capital Management CO
|
BUY
|
- |
8.43KNew |
$459K - $478K
|
8.43K
$479K
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-3.39K- 2.83% |
$185K - $192K
|
116K
$6.63M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.72K+ 13.6% |
$148K - $154K
|
22.7K
$1.29M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
39.4KNew |
$2.15M - $2.24M
|
39.4K
$2.24M
|
|
|
Jul 22, 2025
Q2 2025
|
Verus Wealth Management, LLC
De Pere, WI |
BUY
|
- |
6.95KNew |
$379K - $394K
|
6.95K
$395K
|