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 |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2025
Q2 2025
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
SELL
|
- |
-2.67K- 18.22% |
$145K - $151K
|
12K
$681K
|
|
|
Jul 22, 2025
Q2 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
4.41K+ 7.95% |
$240K - $250K
|
59.9K
$3.41M
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-10.6K- 12.6% |
$577K - $600K
|
73.4K
$4.18M
|
|
|
Jul 21, 2025
Q2 2025
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
324+ 2.91% |
$17.7K - $18.4K
|
11.5K
$653K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
407New |
$22.2K - $23.1K
|
407
$23.2K
|
|
|
Jul 21, 2025
Q2 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-18K- 35.66% |
$983K - $1.02M
|
32.5K
$1.85M
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-9.69K- 28.51% |
$528K - $549K
|
24.3K
$1.38M
|
|
|
Jul 21, 2025
Q2 2025
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-5.09K- 16.67% |
$278K - $289K
|
25.5K
$1.45M
|
|
|
Jul 21, 2025
Q2 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
33New |
$1.8K - $1.87K
|
33
$1.88K
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
6.08KNew |
$331K - $345K
|
6.08K
$346K
|
|
|
Jul 18, 2025
Q2 2025
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
2.13K+ 29.37% |
$116K - $121K
|
9.38K
$534K
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-5.09K- 2.58% |
$278K - $289K
|
192K
$10.9M
|
|
|
Jul 18, 2025
Q2 2025
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
455+ 0.81% |
$24.8K - $25.8K
|
56.6K
$3.22M
|
|
|
Jul 18, 2025
Q2 2025
|
Simpli Fi, Inc.
|
BUY
|
- |
1.17K+ 4.73% |
$63.7K - $66.2K
|
25.8K
$1.47M
|
|
|
Jul 18, 2025
Q2 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
17.5K+ 25.66% |
$952K - $990K
|
85.5K
$4.87M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Insight Partners, LLC
|
SELL
|
- |
-6.33K- 44.38% |
$345K - $359K
|
7.94K
$452K
|
|
|
Jul 17, 2025
Q2 2025
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-3.65K- 28.72% |
$199K - $207K
|
9.06K
$516K
|
|
|
Jul 17, 2025
Q2 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
13.4KNew |
$731K - $760K
|
13.4K
$763K
|
|
|
Jul 17, 2025
Q2 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
241+ 1.01% |
$13.1K - $13.7K
|
24K
$1.36M
|
|
|
Jul 17, 2025
Q2 2025
|
Eclectic Associates Inc
|
SELL
|
- |
-6.46K- 48.88% |
$352K - $366K
|
6.76K
$385K
|
|
|
Jul 16, 2025
Q2 2025
|
Traveka Wealth, LLC
San Jose, CA |
SELL
|
- |
-2.75K- 3.52% |
$150K - $156K
|
75.4K
$4.29M
|
|
|
Jul 16, 2025
Q2 2025
|
Blue Oak Capital, LLC
Menlo Park, CA |
SELL
|
- |
-2.53K- 4.72% |
$138K - $144K
|
51.1K
$2.91M
|
|
|
Jul 16, 2025
Q2 2025
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-2.88K- 13.33% |
$157K - $163K
|
18.7K
$1.07M
|
|
|
Jul 16, 2025
Q2 2025
|
Falcon Wealth Planning
|
SELL
|
- |
-2.95K- 33.15% |
$161K - $167K
|
5.95K
$338K
|
|
|
Jul 16, 2025
Q2 2025
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
330+ 2.62% |
$18K - $18.7K
|
12.9K
$736K
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-651- 9.45% |
$35.5K - $36.9K
|
6.24K
$355K
|
|
|
Jul 16, 2025
Q2 2025
|
Paragon Capital Management LTD
|
BUY
|
- |
13.1KNew |
$712K - $741K
|
13.1K
$743K
|
|
|
Jul 16, 2025
Q2 2025
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
1.05K+ 8.89% |
$57.2K - $59.5K
|
12.9K
$732K
|
|
|
Jul 16, 2025
Q2 2025
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-9.06K- 30.57% |
$494K - $514K
|
20.6K
$1.17M
|
|
|
Jul 16, 2025
Q2 2025
|
Keystone Global Partners, LLC
Denver, CO |
SELL
|
- |
-105- 0.61% |
$5.72K - $5.95K
|
17.1K
$973K
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
27+ 0.62% |
$1.47K - $1.53K
|
4.41K
$251K
|
|
|
Jul 14, 2025
Q2 2025
|
Bank Of Stockton
|
SELL
|
- |
-3.92K- 5.11% |
$214K - $222K
|
72.9K
$4.15M
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-4.67K- 55.85% |
$255K - $265K
|
3.69K
$210K
|
|
|
Jul 11, 2025
Q2 2025
|
Myecfo, LLC
La Jolla, CA |
SELL
|
- |
-1.55K- 0.68% |
$84.5K - $87.9K
|
227K
$12.9M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-3.04K- 19.11% |
$166K - $172K
|
12.9K
$731K
|
|
|
Jul 11, 2025
Q2 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
10+ 0.02% |
$545 - $567
|
64.5K
$3.67M
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
3.85KNew |
$210K - $218K
|
3.85K
$219K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-8.79K- 51.13% |
$479K - $498K
|
8.4K
$478K
|
|
|
Jul 09, 2025
Q2 2025
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-13.6K- 57.18% |
$742K - $772K
|
10.2K
$580K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-2.9K- 10.06% |
$158K - $164K
|
25.9K
$1.47M
|
|
|
Jul 09, 2025
Q2 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
2.1K+ 42.42% |
$114K - $119K
|
7.05K
$401K
|
|
|
Jul 09, 2025
Q2 2025
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
97.9K+ 66.03% |
$5.34M - $5.55M
|
246K
$14M
|
|
|
Jul 09, 2025
Q2 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-111- 0.41% |
$6.05K - $6.29K
|
27K
$1.53M
|
|
|
Jul 09, 2025
Q2 2025
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-11.3K- 46.96% |
$617K - $641K
|
12.8K
$727K
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-4.39K- 39.12% |
$240K - $249K
|
6.84K
$389K
|
|
|
Jul 08, 2025
Q2 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-1.28K- 1.46% |
$69.9K - $72.7K
|
86.7K
$4.93M
|
|
|
Jul 08, 2025
Q2 2025
|
21 West Wealth Management LLC
Tustin, CA |
BUY
|
- |
29.1KNew |
$1.59M - $1.65M
|
29.1K
$1.66M
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
12.4K+ 29.05% |
$674K - $701K
|
54.9K
$3.13M
|
|
|
Jul 08, 2025
Q2 2025
|
Boltwood Capital Management
|
SELL
|
- |
-1.05K- 8.97% |
$57.2K - $59.5K
|
10.7K
$606K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-59.5K- 68.64% |
$3.24M - $3.37M
|
27.2K
$1.55M
|