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 04, 2025
Q3 2025
|
Savant Capital, LLC
|
BUY
|
- |
41+ 0.46% |
$2.26K - $2.34K
|
8.93K
$512K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
63.6K+ 12.24% |
$3.51M - $3.63M
|
583K
$33.4M
|
|
|
Nov 04, 2025
Q3 2025
|
Westside Investment Management, Inc.
|
SELL
|
- |
-747- 1.85% |
$41.2K - $42.7K
|
39.5K
$2.27M
|
|
|
Nov 03, 2025
Q3 2025
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
35.9K+ 55.66% |
$1.98M - $2.05M
|
100K
$5.76M
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
14New |
$772 - $800
|
14
$803
|
|
|
Nov 03, 2025
Q3 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
3.03K+ 288.19% |
$167K - $173K
|
4.08K
$234K
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
1.04K+ 19.63% |
$57.6K - $59.6K
|
6.36K
$365K
|
|
|
Nov 03, 2025
Q3 2025
|
Ifc Advisors LLC
Los Angeles, CA |
SELL
|
- |
-775- 3.21% |
$42.7K - $44.3K
|
23.4K
$1.34M
|
|
|
Nov 03, 2025
Q3 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-11.2K- 67.58% |
$616K - $638K
|
5.35K
$307K
|
|
|
Oct 31, 2025
Q3 2025
|
Conquis Financial LLC
Milbrae, CA |
BUY
|
- |
10.5K+ 38.96% |
$582K - $602K
|
37.6K
$2.16M
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO
|
SELL
|
- |
-1.29K- 2.34% |
$71.2K - $73.7K
|
53.9K
$3.09M
|
|
|
Oct 31, 2025
Q3 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
212+ 2.07% |
$11.7K - $12.1K
|
10.5K
$601K
|
|
|
Oct 31, 2025
Q3 2025
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
182+ 1.41% |
$10K - $10.4K
|
13.1K
$752K
|
|
|
Oct 31, 2025
Q3 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-30- 0.44% |
$1.65K - $1.71K
|
6.81K
$390K
|
|
|
Oct 31, 2025
Q3 2025
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
2.84K+ 22.97% |
$156K - $162K
|
15.2K
$871K
|
|
|
Oct 30, 2025
Q3 2025
|
Bailard, Inc.
|
BUY
|
- |
89.9K+ 6.69% |
$4.96M - $5.14M
|
1.43M
$82.3M
|
|
|
Oct 30, 2025
Q3 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
30+ 0.77% |
$1.65K - $1.71K
|
3.9K
$224K
|
|
|
Oct 30, 2025
Q3 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-3.08K- 1.51% |
$170K - $176K
|
201K
$11.5M
|
|
|
Oct 30, 2025
Q3 2025
|
Facet Wealth, Inc.
|
BUY
|
- |
114K+ 8.92% |
$6.29M - $6.52M
|
1.39M
$79.9M
|
|
|
Oct 30, 2025
Q3 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
335+ 0.52% |
$18.5K - $19.1K
|
64.8K
$3.72M
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
30.3K+ 12.65% |
$1.67M - $1.73M
|
270K
$15.5M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
13.7K+ 162.78% |
$754K - $781K
|
22.1K
$1.27M
|
|
|
Oct 29, 2025
Q3 2025
|
De Dora Capital, Inc.
|
BUY
|
- |
905+ 1.88% |
$49.9K - $51.7K
|
49.1K
$2.81M
|
|
|
Oct 29, 2025
Q3 2025
|
Invera Wealth Advisors, LLC
Bend, OR |
SELL
|
- |
-176- 1.39% |
$9.71K - $10.1K
|
12.5K
$715K
|
|
|
Oct 29, 2025
Q3 2025
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-361- 3.54% |
$19.9K - $20.6K
|
9.83K
$564K
|
|
|
Oct 29, 2025
Q3 2025
|
Slow Capital, Inc.
|
SELL
|
- |
-33.8K- 12.73% |
$1.87M - $1.93M
|
232K
$13.3M
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
779New |
$43K - $44.5K
|
779
$44.7K
|
|
|
Oct 29, 2025
Q3 2025
|
Bank Of Stockton
|
SELL
|
- |
-24.6K- 33.73% |
$1.36M - $1.4M
|
48.3K
$2.77M
|
|
|
Oct 29, 2025
Q3 2025
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
1.56K+ 9.0% |
$86.1K - $89.2K
|
18.9K
$1.08M
|
|
|
Oct 29, 2025
Q3 2025
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
SELL
|
- |
-97- 2.15% |
$5.35K - $5.54K
|
4.41K
$253K
|
|
|
Oct 29, 2025
Q3 2025
|
Impact Investors, Inc
San Francisco, CA |
BUY
|
- |
16.2KNew |
$892K - $924K
|
16.2K
$927K
|
|
|
Oct 28, 2025
Q3 2025
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
1.41K+ 5.28% |
$78K - $80.8K
|
28.2K
$1.62M
|
|
|
Oct 28, 2025
Q3 2025
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
615+ 1.44% |
$33.9K - $35.1K
|
43.5K
$2.49M
|
|
|
Oct 28, 2025
Q3 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-5.14K- 8.48% |
$283K - $294K
|
55.4K
$3.18M
|
|
|
Oct 28, 2025
Q3 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-7K- 18.33% |
$386K - $400K
|
31.2K
$1.79M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
9.46KNew |
$522K - $540K
|
9.46K
$543K
|
|
|
Oct 27, 2025
Q3 2025
|
West Wealth Group, LLC
|
SELL
|
- |
-12.1K- 5.05% |
$669K - $693K
|
228K
$13.1M
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group
|
BUY
|
- |
31+ 0.78% |
$1.71K - $1.77K
|
4.03K
$231K
|
|
|
Oct 27, 2025
Q3 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
149+ 3.24% |
$8.22K - $8.51K
|
4.74K
$272K
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-6.57K- 20.4% |
$362K - $375K
|
25.6K
$1.47M
|
|
|
Oct 27, 2025
Q3 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
91+ 2.44% |
$5.02K - $5.2K
|
3.82K
$219K
|
|
|
Oct 27, 2025
Q3 2025
|
Roof Eidam & Maycock
|
BUY
|
- |
17.9KNew |
$986K - $1.02M
|
17.9K
$1.02M
|
|
|
Oct 27, 2025
Q3 2025
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
1.23K+ 13.57% |
$67.8K - $70.2K
|
10.3K
$590K
|
|
|
Oct 27, 2025
Q3 2025
|
Orin Green Financial, LLC
|
SELL
|
- |
-17.2K- 5.03% |
$949K - $983K
|
325K
$18.6M
|
|
|
Oct 24, 2025
Q3 2025
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-1.36K- 7.98% |
$75.1K - $77.8K
|
15.7K
$901K
|
|
|
Oct 23, 2025
Q3 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-8.26K- 25.4% |
$456K - $472K
|
24.3K
$1.39M
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
1.11KNew |
$61.1K - $63.3K
|
1.11K
$63.5K
|
|
|
Oct 23, 2025
Q3 2025
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
413+ 6.42% |
$22.8K - $23.6K
|
6.85K
$393K
|
|
|
Oct 23, 2025
Q3 2025
|
Silver Oak Wealth Advisors Services, LLC
Los Angeles, CA |
BUY
|
- |
12.4K+ 15.57% |
$683K - $707K
|
91.9K
$5.27M
|
|
|
Oct 23, 2025
Q3 2025
|
Simpli Fi, Inc.
|
BUY
|
- |
199+ 0.77% |
$11K - $11.4K
|
26K
$1.49M
|
|