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 |
|---|---|---|---|---|---|---|---|
|
Apr 24, 2025
Q1 2025
|
Amara Financial, Llc.
San Francisco, CA |
SELL
|
- |
-16.1K- 16.87% |
$899K - $924K
|
79.3K
$4.41M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-6.87K- 50.0% |
$384K - $395K
|
6.87K
$382K
|
|
|
Apr 24, 2025
Q1 2025
|
Falcon Wealth Planning
|
SELL
|
- |
-108- 1.2% |
$6.04K - $6.21K
|
8.9K
$495K
|
|
|
Apr 23, 2025
Q1 2025
|
Climber Capital Sa
Nyon, V8 |
BUY
|
- |
12.7KNew |
$708K - $728K
|
12.7K
$704K
|
|
|
Apr 23, 2025
Q1 2025
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-1.18K- 9.53% |
$65.7K - $67.5K
|
11.2K
$620K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
554+ 7.95% |
$31K - $31.8K
|
7.52K
$418K
|
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-1.39K- 0.7% |
$77.7K - $79.9K
|
197K
$11M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
7+ 0.08% |
$392 - $402
|
9.08K
$505K
|
|
|
Apr 23, 2025
Q1 2025
|
Bank Of Stockton
|
SELL
|
- |
-2.02K- 2.57% |
$113K - $116K
|
76.8K
$4.27M
|
|
|
Apr 22, 2025
Q1 2025
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
785+ 17.18% |
$43.9K - $45.1K
|
5.36K
$298K
|
|
|
Apr 22, 2025
Q1 2025
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
6.03KNew |
$337K - $347K
|
6.03K
$335K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-368- 5.46% |
$20.6K - $21.1K
|
6.37K
$354K
|
|
|
Apr 22, 2025
Q1 2025
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-19.4K- 47.36% |
$1.09M - $1.12M
|
21.6K
$1.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
11.1K+ 18.67% |
$621K - $638K
|
70.6K
$3.93M
|
|
|
Apr 22, 2025
Q1 2025
|
Palisade Asset Management, LLC
|
BUY
|
- |
4.28KNew |
$239K - $246K
|
4.28K
$238K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
22.4K+ 12.31% |
$1.25M - $1.29M
|
205K
$11.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
41+ 0.17% |
$2.29K - $2.36K
|
23.7K
$1.32M
|
|
|
Apr 21, 2025
Q1 2025
|
True Link Financial Advisors, LLC
|
BUY
|
- |
710+ 6.2% |
$39.7K - $40.8K
|
12.2K
$676K
|
|
|
Apr 18, 2025
Q1 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-5.04K- 9.06% |
$282K - $290K
|
50.6K
$2.81M
|
|
|
Apr 17, 2025
Q1 2025
|
Rhs Financial, LLC
|
SELL
|
- |
-2.07K- 6.68% |
$115K - $119K
|
28.9K
$1.6M
|
|
|
Apr 17, 2025
Q1 2025
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
17+ 0.47% |
$951 - $977
|
3.6K
$200K
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-6.15K- 5.84% |
$344K - $353K
|
99.1K
$5.51M
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
33+ 0.48% |
$1.85K - $1.9K
|
6.89K
$383K
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-4.43K- 36.11% |
$248K - $255K
|
7.85K
$436K
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
551New |
$30.8K - $31.7K
|
551
$30.6K
|
|
|
Apr 16, 2025
Q1 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
206+ 3.76% |
$11.5K - $11.8K
|
5.68K
$316K
|
|
|
Apr 16, 2025
Q1 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-115- 5.84% |
$6.43K - $6.61K
|
1.85K
$103K
|
|
|
Apr 16, 2025
Q1 2025
|
Shanker Valleau Wealth Advisors, Inc.
|
SELL
|
- |
-114- 1.81% |
$6.38K - $6.55K
|
6.19K
$344K
|
|
|
Apr 16, 2025
Q1 2025
|
Raub Brock Capital Management LP
|
BUY
|
- |
1.22K+ 0.3% |
$68.1K - $69.9K
|
413K
$22.9M
|
|
|
Apr 16, 2025
Q1 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
11.4K+ 20.12% |
$638K - $655K
|
68.1K
$3.79M
|
|
|
Apr 16, 2025
Q1 2025
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-241- 3.04% |
$13.5K - $13.9K
|
7.68K
$427K
|
|
|
Apr 16, 2025
Q1 2025
|
Sanchez Wealth Management Group
|
SELL
|
- |
-170- 2.55% |
$9.51K - $9.77K
|
6.5K
$361K
|
|
|
Apr 15, 2025
Q1 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
1.76K+ 33.63% |
$98.4K - $101K
|
6.99K
$389K
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-462K- 98.22% |
$25.9M - $26.6M
|
8.36K
$465K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
39+ 0.2% |
$2.18K - $2.24K
|
20K
$1.11M
|
|
|
Apr 14, 2025
Q1 2025
|
First National Bank Sioux Falls
|
SELL
|
- |
-222- 2.17% |
$12.4K - $12.8K
|
10K
$556K
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-2.28K- 1.86% |
$127K - $131K
|
120K
$6.67M
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
17+ 0.39% |
$951 - $977
|
4.38K
$244K
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
1.56K+ 34.98% |
$87.3K - $89.7K
|
6.02K
$335K
|
|
|
Apr 10, 2025
Q1 2025
|
Eclectic Associates Inc
|
SELL
|
- |
-4.91K- 27.08% |
$275K - $282K
|
13.2K
$735K
|
|
|
Apr 10, 2025
Q1 2025
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-1.15K- 2.0% |
$64.1K - $65.9K
|
56.1K
$3.12M
|
|
|
Apr 09, 2025
Q1 2025
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
6.51K+ 27.07% |
$364K - $374K
|
30.6K
$1.7M
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-78.4K- 38.52% |
$4.44M - $4.56M
|
125K
$6.96M
|
|
|
May 14, 2025
Q4 2024
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
3.81KNew |
$216K - $221K
|
3.81K
$212K
|
|
|
Apr 03, 2025
Q4 2024
|
North Berkeley Wealth Management, LLC
Berkeley, CA |
BUY
|
- |
7.15KNew |
$405K - $416K
|
7.15K
$398K
|
|
|
Feb 26, 2025
Q4 2024
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
15.8KNew |
$896K - $918K
|
15.8K
$879K
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2.42KNew |
$137K - $141K
|
2.42K
$135K
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
13.2KNew |
$748K - $768K
|
13.2K
$735K
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
90+ 1.05% |
$5.1K - $5.23K
|
8.64K
$481K
|
|
|
Feb 14, 2025
Q4 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
1.08K+ 3.81% |
$60.9K - $62.5K
|
29.3K
$1.63M
|
|