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 |
|---|---|---|---|---|---|---|---|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-197- 0.76% |
$10.9K - $11.3K
|
25.7K
$1.47M
|
|
|
Oct 09, 2025
Q3 2025
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
9.13K+ 3.71% |
$504K - $521K
|
255K
$14.6M
|
|
|
Oct 09, 2025
Q3 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
1.64K+ 6.56% |
$90.3K - $93.5K
|
26.6K
$1.52M
|
|
|
Oct 08, 2025
Q3 2025
|
Wedmont Private Capital
|
BUY
|
- |
143KNew |
$7.9M - $8.18M
|
143K
$8.21M
|
|
|
Oct 07, 2025
Q3 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
325+ 4.61% |
$17.9K - $18.6K
|
7.38K
$423K
|
|
|
Oct 07, 2025
Q3 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
50+ 0.19% |
$2.76K - $2.86K
|
27K
$1.55M
|
|
|
Oct 07, 2025
Q3 2025
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
3.64K+ 14.29% |
$201K - $208K
|
29.1K
$1.67M
|
|
|
Oct 03, 2025
Q3 2025
|
Impac Tfolio, LLC
|
BUY
|
- |
43+ 0.87% |
$2.37K - $2.46K
|
4.97K
$285K
|
|
|
Oct 03, 2025
Q3 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-1.08K- 4.52% |
$59.8K - $61.9K
|
22.9K
$1.31M
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-30.4K- 6.98% |
$1.66M - $1.72M
|
405K
$23.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
4.98KNew |
$271K - $282K
|
4.98K
$285K
|
|
|
Aug 14, 2025
Q2 2025
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
65.7KNew |
$3.58M - $3.73M
|
65.7K
$3.77M
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-79.5K- 6.24% |
$4.33M - $4.51M
|
1.2M
$68.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Sherman Asset Management, Inc.
Ventura, CA |
BUY
|
- |
181+ 5.08% |
$9.87K - $10.3K
|
3.74K
$215K
|
|
|
Aug 14, 2025
Q2 2025
|
Wfa Of San Diego, LLC
|
BUY
|
- |
465New |
$25.4K - $26.4K
|
465
$26.7K
|
|
|
Aug 13, 2025
Q2 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
SELL
|
- |
-25- 37.88% |
$1.36K - $1.42K
|
41
$2.35K
|
|
|
Aug 13, 2025
Q2 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
5.54K+ 35.91% |
$302K - $314K
|
21K
$1.2M
|
|
|
Aug 13, 2025
Q2 2025
|
North Berkeley Wealth Management, LLC
Berkeley, CA |
SELL
|
- |
-3.64K- 34.53% |
$198K - $206K
|
6.89K
$395K
|
|
|
Aug 13, 2025
Q2 2025
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
BUY
|
- |
3.98KNew |
$217K - $226K
|
3.98K
$228K
|
|
|
Aug 12, 2025
Q2 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
1.09K+ 14.01% |
$59.4K - $61.8K
|
8.87K
$509K
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-2.11K- 22.99% |
$115K - $120K
|
7.08K
$406K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-4.43K- 51.25% |
$241K - $251K
|
4.21K
$242K
|
|
|
Aug 11, 2025
Q2 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
6.09KNew |
$332K - $345K
|
6.09K
$349K
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
3.1KNew |
$169K - $175K
|
3.1K
$177K
|
|
|
Aug 11, 2025
Q2 2025
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
117New |
$6.38K - $6.63K
|
117
$6.71K
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-949- 17.83% |
$51.7K - $53.8K
|
4.37K
$251K
|
|
|
Aug 08, 2025
Q2 2025
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
380+ 6.3% |
$20.7K - $21.5K
|
6.41K
$368K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
20.4K+ 33.94% |
$1.11M - $1.16M
|
80.4K
$4.61M
|
|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
161KNew |
$8.76M - $9.11M
|
161K
$9.21M
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
171+ 11.4% |
$9.32K - $9.7K
|
1.67K
$95.8K
|
|
|
Aug 07, 2025
Q2 2025
|
Sanchez Wealth Management Group
|
SELL
|
- |
-1.69K- 25.94% |
$91.9K - $95.5K
|
4.81K
$276K
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
BUY
|
- |
498+ 1.65% |
$27.2K - $28.2K
|
30.6K
$1.76M
|
|
|
Aug 05, 2025
Q2 2025
|
Key F Inancial Inc
|
BUY
|
- |
69New |
$3.76K - $3.91K
|
69
$3.96K
|
|
|
Aug 05, 2025
Q2 2025
|
Simplex Trading, LLC
|
BUY
|
- |
39New |
$2.13K - $2.21K
|
39
$2.24K
|
|
|
Aug 05, 2025
Q2 2025
|
Elyxium Wealth, LLC
San Mateo, CA |
SELL
|
- |
-1.73K- 28.57% |
$94.5K - $98.3K
|
4.33K
$248K
|
|
|
Jul 31, 2025
Q2 2025
|
Ballast Advisors LLC
|
BUY
|
- |
5+ 1.23% |
$273 - $284
|
410
$23.5K
|
|
|
Jul 30, 2025
Q2 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
8.16KNew |
$445K - $463K
|
8.16K
$468K
|
|
|
Jul 29, 2025
Q2 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
6.15K+ 87.94% |
$335K - $349K
|
13.1K
$753K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
164+ 3.45% |
$8.94K - $9.3K
|
4.91K
$282K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.33K- 37.06% |
$127K - $132K
|
3.95K
$227K
|
|
|
Jul 24, 2025
Q2 2025
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
15.6KNew |
$852K - $886K
|
15.6K
$896K
|
|
|
Jul 24, 2025
Q2 2025
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-350- 2.88% |
$19.1K - $19.8K
|
11.8K
$677K
|
|
|
Jul 23, 2025
Q2 2025
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
12.8KNew |
$696K - $724K
|
12.8K
$732K
|
|
|
Jul 22, 2025
Q2 2025
|
Sol Capital Management CO
|
BUY
|
- |
8.43KNew |
$459K - $478K
|
8.43K
$483K
|
|
|
Jul 21, 2025
Q2 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
33New |
$1.8K - $1.87K
|
33
$1.89K
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
6.08KNew |
$331K - $345K
|
6.08K
$349K
|
|
|
Jul 17, 2025
Q2 2025
|
Eclectic Associates Inc
|
SELL
|
- |
-6.46K- 48.88% |
$352K - $366K
|
6.76K
$388K
|
|
|
Jul 16, 2025
Q2 2025
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-9.06K- 30.57% |
$494K - $514K
|
20.6K
$1.18M
|
|
|
Jul 16, 2025
Q2 2025
|
Paragon Capital Management LTD
|
BUY
|
- |
13.1KNew |
$712K - $741K
|
13.1K
$749K
|
|