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 |
|---|---|---|---|---|---|---|---|
|
May 02, 2025
Q1 2025
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
2+ 0.02% |
$112 - $115
|
11.4K
$628K
|
|
|
May 02, 2025
Q1 2025
|
Ndwm LLC
La Jolla, CA |
BUY
|
- |
31.1K+ 248.71% |
$1.74M - $1.79M
|
43.6K
$2.41M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-363- 6.39% |
$20.3K - $20.9K
|
5.32K
$294K
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
BUY
|
- |
89.1K+ 8.38% |
$4.98M - $5.12M
|
1.15M
$63.7M
|
|
|
May 02, 2025
Q1 2025
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
3.1K+ 53.81% |
$173K - $178K
|
8.85K
$489K
|
|
|
May 01, 2025
Q1 2025
|
Ifc Advisors LLC
Los Angeles, CA |
BUY
|
- |
579+ 2.56% |
$32.4K - $33.3K
|
23.2K
$1.28M
|
|
|
May 01, 2025
Q1 2025
|
Omega Financial Group, LLC
|
SELL
|
- |
-893- 1.18% |
$49.9K - $51.3K
|
74.9K
$4.14M
|
|
|
May 01, 2025
Q1 2025
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-8.58K- 29.91% |
$480K - $493K
|
20.1K
$1.11M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
106KNew |
$5.94M - $6.1M
|
106K
$5.87M
|
|
|
May 01, 2025
Q1 2025
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
1.55K+ 3.27% |
$86.7K - $89.1K
|
48.9K
$2.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
907+ 1.9% |
$50.7K - $52.1K
|
48.7K
$2.69M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
12.4K+ 5.56% |
$695K - $714K
|
236K
$13.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-3.61K- 18.75% |
$202K - $208K
|
15.7K
$865K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Investment Partners, LLC
|
BUY
|
- |
3.92KNew |
$219K - $225K
|
3.92K
$217K
|
|
|
Apr 29, 2025
Q1 2025
|
Columbia River Financial Group, LLC
Vancouver, WA |
BUY
|
- |
2.51KNew |
$140K - $144K
|
2.51K
$139K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
1.04KNew |
$58.2K - $59.8K
|
1.04K
$57.5K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-15.3K- 3.16% |
$856K - $879K
|
469K
$25.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Davidson Investment Advisors
|
BUY
|
- |
3.36K+ 28.79% |
$188K - $193K
|
15K
$830K
|
|
|
Apr 29, 2025
Q1 2025
|
Navalign, LLC
|
BUY
|
- |
46.5K+ 30.73% |
$2.6M - $2.67M
|
198K
$10.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
4.27KNew |
$239K - $245K
|
4.27K
$236K
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
18+ 0.46% |
$1.01K - $1.03K
|
3.96K
$219K
|
|
|
Apr 29, 2025
Q1 2025
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
2.2KNew |
$123K - $127K
|
2.2K
$122K
|
|
|
Apr 28, 2025
Q1 2025
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-25- 0.04% |
$1.4K - $1.44K
|
65.2K
$3.6M
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Wealth Advisors Services, LLC
Los Angeles, CA |
BUY
|
- |
4.71K+ 24.25% |
$263K - $271K
|
24.1K
$1.33M
|
|
|
Apr 28, 2025
Q1 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
1.47K+ 5.97% |
$82.2K - $84.5K
|
26.1K
$1.44M
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-95- 0.82% |
$5.31K - $5.46K
|
11.5K
$637K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-8.65K- 4.95% |
$484K - $497K
|
166K
$9.18M
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-303- 3.19% |
$16.9K - $17.4K
|
9.19K
$508K
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
SELL
|
- |
-1.36K- 3.15% |
$75.9K - $78K
|
41.7K
$2.31M
|
|
|
Apr 25, 2025
Q1 2025
|
Impac Tfolio, LLC
|
BUY
|
- |
38+ 0.78% |
$2.13K - $2.18K
|
4.93K
$272K
|
|
|
Apr 25, 2025
Q1 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-7.79K- 10.78% |
$436K - $448K
|
64.5K
$3.56M
|
|
|
Apr 24, 2025
Q1 2025
|
Amara Financial, Llc.
San Francisco, CA |
SELL
|
- |
-16.1K- 16.87% |
$899K - $924K
|
79.3K
$4.38M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-6.87K- 50.0% |
$384K - $395K
|
6.87K
$380K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
7+ 0.08% |
$392 - $402
|
9.08K
$502K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
554+ 7.95% |
$31K - $31.8K
|
7.52K
$416K
|
|
|
Apr 23, 2025
Q1 2025
|
Climber Capital Sa
Nyon, V8 |
BUY
|
- |
12.7KNew |
$708K - $728K
|
12.7K
$700K
|
|
|
Apr 22, 2025
Q1 2025
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
6.03KNew |
$337K - $347K
|
6.03K
$333K
|
|
|
Apr 22, 2025
Q1 2025
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
785+ 17.18% |
$43.9K - $45.1K
|
5.36K
$296K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-368- 5.46% |
$20.6K - $21.1K
|
6.37K
$352K
|
|
|
Apr 22, 2025
Q1 2025
|
Palisade Asset Management, LLC
|
BUY
|
- |
4.28KNew |
$239K - $246K
|
4.28K
$237K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
22.4K+ 12.31% |
$1.25M - $1.29M
|
205K
$11.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Rhs Financial, LLC
|
SELL
|
- |
-2.07K- 6.68% |
$115K - $119K
|
28.9K
$1.59M
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
551New |
$30.8K - $31.7K
|
551
$30.4K
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-4.43K- 36.11% |
$248K - $255K
|
7.85K
$434K
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-6.15K- 5.84% |
$344K - $353K
|
99.1K
$5.48M
|
|
|
Apr 16, 2025
Q1 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
206+ 3.76% |
$11.5K - $11.8K
|
5.68K
$314K
|
|
|
Apr 16, 2025
Q1 2025
|
Sanchez Wealth Management Group
|
SELL
|
- |
-170- 2.55% |
$9.51K - $9.77K
|
6.5K
$359K
|
|
|
Apr 16, 2025
Q1 2025
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-241- 3.04% |
$13.5K - $13.9K
|
7.68K
$424K
|
|
|
Apr 16, 2025
Q1 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-115- 5.84% |
$6.43K - $6.61K
|
1.85K
$102K
|
|
|
Apr 16, 2025
Q1 2025
|
Shanker Valleau Wealth Advisors, Inc.
|
SELL
|
- |
-114- 1.81% |
$6.38K - $6.55K
|
6.19K
$342K
|