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 30, 2023
Q3 2023
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-141- 3.11% |
$7.71K - $8.07K
|
4.39K
$250K
|
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
3.68KNew |
$201K - $210K
|
3.68K
$210K
|
|
|
Oct 23, 2023
Q3 2023
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-2.23K- 64.96% |
$122K - $127K
|
1.2K
$68.5K
|
|
|
Oct 23, 2023
Q3 2023
|
Financial Management Network Inc
|
BUY
|
- |
190+ 1.4% |
$10.4K - $10.9K
|
13.8K
$787K
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
1.01KNew |
$55K - $57.6K
|
1.01K
$57.4K
|
|
|
Oct 20, 2023
Q3 2023
|
Private Asset Management Inc
|
SELL
|
- |
-400- 2.37% |
$21.9K - $22.9K
|
16.5K
$941K
|
|
|
Oct 19, 2023
Q3 2023
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
20.4KNew |
$1.12M - $1.17M
|
20.4K
$1.16M
|
|
|
Oct 18, 2023
Q3 2023
|
Gemmer Asset Management LLC
|
BUY
|
- |
35+ 0.53% |
$1.91K - $2K
|
6.6K
$376K
|
|
|
Oct 16, 2023
Q3 2023
|
Investment Advisory Group, LLC
|
BUY
|
- |
11.4KNew |
$623K - $652K
|
11.4K
$650K
|
|
|
Oct 13, 2023
Q3 2023
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
7.16KNew |
$391K - $410K
|
7.16K
$409K
|
|
|
Oct 13, 2023
Q3 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
4.21KNew |
$230K - $241K
|
4.21K
$240K
|
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
3.48KNew |
$190K - $199K
|
3.48K
$198K
|
|
| Q2 2023 | |||||||
|
Oct 29, 2024
Q2 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-3.39K- 49.89% |
$190K - $196K
|
3.4K
$194K
|
|
|
Aug 14, 2023
Q2 2023
|
Fca Corp
Houston, TX |
SELL
|
- |
-2.8K- 38.46% |
$157K - $162K
|
4.48K
$256K
|
|
|
Aug 10, 2023
Q2 2023
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-1.3K- 25.4% |
$72.8K - $75.3K
|
3.82K
$218K
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
6.67KNew |
$374K - $386K
|
6.67K
$380K
|
|
|
Aug 08, 2023
Q2 2023
|
Van Strum & Towne Inc.
San Francisco, CA |
SELL
|
- |
-5K- 45.05% |
$280K - $290K
|
6.1K
$348K
|
|
|
Aug 03, 2023
Q2 2023
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
450+ 6.86% |
$25.2K - $26.1K
|
7.01K
$400K
|
|
|
Aug 02, 2023
Q2 2023
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-104- 0.68% |
$5.83K - $6.02K
|
15.2K
$864K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
80.1K+ 114.44% |
$4.49M - $4.64M
|
150K
$8.56M
|
|
|
Jul 26, 2023
Q2 2023
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-138- 2.94% |
$7.73K - $7.99K
|
4.56K
$260K
|
|
|
Jul 25, 2023
Q2 2023
|
Liberty Capital Management, Inc.
|
BUY
|
- |
18.1KNew |
$1.01M - $1.05M
|
18.1K
$1.03M
|
|
|
Jul 21, 2023
Q2 2023
|
Private Ocean, LLC
|
SELL
|
- |
-894- 4.3% |
$50.1K - $51.8K
|
19.9K
$1.14M
|
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
306+ 0.42% |
$17.1K - $17.7K
|
73.3K
$4.18M
|
|
|
Jul 13, 2023
Q2 2023
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
347+ 1.67% |
$19.4K - $20.1K
|
21.1K
$1.2M
|
|
|
Jul 10, 2023
Q2 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
138+ 0.27% |
$7.73K - $7.99K
|
50.5K
$2.88M
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-616- 55.85% |
$34.4K - $35.5K
|
487
$27.8K
|
|
|
May 12, 2023
Q1 2023
|
Jsf Financial, LLC
|
BUY
|
- |
5.87KNew |
$328K - $339K
|
5.87K
$335K
|
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.99K- 27.25% |
$111K - $115K
|
5.3K
$303K
|
|
|
May 12, 2023
Q1 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
140+ 1.78% |
$7.81K - $8.07K
|
7.99K
$456K
|
|
|
May 08, 2023
Q1 2023
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
5.46KNew |
$305K - $315K
|
5.46K
$311K
|
|
|
May 08, 2023
Q1 2023
|
Weil Company, Inc.
|
SELL
|
- |
-2.13K- 31.24% |
$119K - $123K
|
4.69K
$267K
|
|
|
May 05, 2023
Q1 2023
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
4.9KNew |
$274K - $283K
|
4.9K
$280K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.43KNew |
$79.6K - $82.3K
|
1.43K
$81.4K
|
|
|
Apr 21, 2023
Q1 2023
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
8.2KNew |
$458K - $473K
|
8.2K
$468K
|
|
|
Apr 20, 2023
Q1 2023
|
Blue Zone Wealth Advisors, LLC
|
SELL
|
- |
-1.66K- 30.62% |
$92.4K - $95.4K
|
3.75K
$214K
|
|
|
Apr 12, 2023
Q1 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
4.2KNew |
$234K - $242K
|
4.2K
$240K
|
|
|
Apr 12, 2023
Q1 2023
|
Perkins Coie Trust CO
|
SELL
|
- |
-1.98K- 22.01% |
$111K - $114K
|
7.02K
$400K
|
|
| Q4 2022 | |||||||
|
Feb 15, 2023
Q4 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
4.22KNew |
$228K - $240K
|
4.22K
$241K
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
85+ 0.4% |
$4.59K - $4.84K
|
21.3K
$1.21M
|
|
|
Feb 14, 2023
Q4 2022
|
Silicon Valley Capital Partners
|
SELL
|
- |
-32.8K- 99.98% |
$1.77M - $1.87M
|
5
$285
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
800+ 95.24% |
$43.2K - $45.5K
|
1.64K
$93.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
11.9KNew |
$643K - $678K
|
11.9K
$680K
|
|
|
Feb 14, 2023
Q4 2022
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
7.42K+ 41.1% |
$400K - $422K
|
25.5K
$1.45M
|
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
692New |
$37.4K - $39.4K
|
692
$39.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-4.29K- 99.98% |
$232K - $244K
|
1
$57.1
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
54New |
$2.92K - $3.07K
|
54
$3.08K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
25+ 0.7% |
$1.35K - $1.42K
|
3.6K
$205K
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
3.68KNew |
$199K - $210K
|
3.68K
$210K
|
|
|
Feb 09, 2023
Q4 2022
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-5.27K- 28.42% |
$284K - $300K
|
13.3K
$757K
|
|