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 |
|---|---|---|---|---|---|---|---|
|
Feb 26, 2025
Q4 2024
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
15.8KNew |
$896K - $918K
|
15.8K
$899K
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
13.2KNew |
$748K - $768K
|
13.2K
$752K
|
|
|
Feb 14, 2025
Q4 2024
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
16.7KNew |
$949K - $973K
|
16.7K
$953K
|
|
|
Feb 14, 2025
Q4 2024
|
Trace Wealth Advisors, LLC
Los Angeles, CA |
BUY
|
- |
10.5KNew |
$592K - $607K
|
10.5K
$595K
|
|
|
Feb 14, 2025
Q4 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
10.3KNew |
$582K - $596K
|
10.3K
$584K
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
12.4KNew |
$701K - $719K
|
12.4K
$704K
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2.42KNew |
$137K - $141K
|
2.42K
$138K
|
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
98+ 0.48% |
$5.55K - $5.69K
|
20.4K
$1.16M
|
|
|
Feb 13, 2025
Q4 2024
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
BUY
|
- |
44+ 0.66% |
$2.49K - $2.56K
|
6.68K
$380K
|
|
|
Feb 13, 2025
Q4 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
926+ 2.71% |
$52.5K - $53.8K
|
35.2K
$2M
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
3.61KNew |
$205K - $210K
|
3.61K
$205K
|
|
|
Feb 13, 2025
Q4 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
242New |
$13.7K - $14.1K
|
242
$13.8K
|
|
|
Feb 12, 2025
Q4 2024
|
Life Planning Partners, Inc
|
SELL
|
- |
-469K- 98.25% |
$26.6M - $27.3M
|
8.34K
$474K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
156New |
$8.84K - $9.06K
|
156
$8.88K
|
|
|
Feb 11, 2025
Q4 2024
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
5.04KNew |
$286K - $293K
|
5.04K
$287K
|
|
|
Feb 11, 2025
Q4 2024
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-264- 0.98% |
$15K - $15.3K
|
26.8K
$1.52M
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
1.1KNew |
$62.3K - $63.9K
|
1.1K
$62.6K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
2.19KNew |
$124K - $127K
|
2.19K
$124K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Strum & Towne Inc.
San Francisco, CA |
SELL
|
- |
-2.6K- 42.62% |
$147K - $151K
|
3.5K
$199K
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
3.6KNew |
$204K - $209K
|
3.6K
$205K
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
50+ 1.13% |
$2.83K - $2.91K
|
4.46K
$254K
|
|
|
Feb 04, 2025
Q4 2024
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
6.44KNew |
$365K - $374K
|
6.44K
$366K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-9.19K- 9.89% |
$521K - $534K
|
83.8K
$4.77M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
138New |
$7.82K - $8.02K
|
138
$7.85K
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Planning,Inc
Cypress, CA |
BUY
|
- |
700New |
$39.7K - $40.7K
|
700
$39.8K
|
|
|
Jan 27, 2025
Q4 2024
|
Eagle Ridge Investment Management
|
SELL
|
- |
-245- 3.58% |
$13.9K - $14.2K
|
6.61K
$376K
|
|
|
Jan 27, 2025
Q4 2024
|
Ledyard National Bank
|
BUY
|
- |
6KNew |
$340K - $349K
|
6K
$341K
|
|
|
Jan 24, 2025
Q4 2024
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
2.6K+ 49.49% |
$147K - $151K
|
7.86K
$447K
|
|
|
Jan 24, 2025
Q4 2024
|
Leisure Capital Management
|
BUY
|
- |
18.1K+ 287.17% |
$1.02M - $1.05M
|
24.4K
$1.39M
|
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
2.15K+ 41.16% |
$122K - $125K
|
7.36K
$419K
|
|
|
Jan 23, 2025
Q4 2024
|
Manuka Financial, LLC
Richmond, VA |
BUY
|
- |
5.85KNew |
$331K - $340K
|
5.85K
$333K
|
|
|
Jan 15, 2025
Q4 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
22.3KNew |
$1.26M - $1.29M
|
22.3K
$1.27M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
876+ 24.23% |
$49.6K - $50.9K
|
4.49K
$256K
|
|
|
Jan 14, 2025
Q4 2024
|
Client First Capital LLC
|
BUY
|
- |
138+ 0.15% |
$7.82K - $8.02K
|
92.6K
$5.27M
|
|
|
Jan 08, 2025
Q4 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
4.13KNew |
$234K - $240K
|
4.13K
$235K
|
|
| Q3 2024 | |||||||
|
Mar 04, 2025
Q3 2024
|
Brighton Jones LLC
|
SELL
|
- |
-338- 3.72% |
$19.1K - $19.7K
|
8.76K
$498K
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.24K+ 28.07% |
$70K - $71.9K
|
5.64K
$321K
|
|
|
Nov 14, 2024
Q3 2024
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-1.73K- 12.16% |
$98K - $101K
|
12.5K
$711K
|
|
|
Nov 14, 2024
Q3 2024
|
Weaver Consulting Group
|
BUY
|
- |
2+ 0.05% |
$113 - $116
|
4.39K
$250K
|
|
|
Nov 14, 2024
Q3 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
4.17KNew |
$236K - $243K
|
4.17K
$237K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
CALL |
-1K- 16.67% |
$56.7K - $58.2K
|
5K
$285K
|
|
|
Nov 14, 2024
Q3 2024
|
Hamilton Wealth, LLC
|
SELL
|
- |
-79.3K- 60.65% |
$4.49M - $4.61M
|
51.5K
$2.93M
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.61KNew |
$205K - $210K
|
3.61K
$206K
|
|
|
Nov 13, 2024
Q3 2024
|
Diversified, LLC
|
BUY
|
- |
28+ 0.68% |
$1.59K - $1.63K
|
4.17K
$237K
|
|
|
Nov 12, 2024
Q3 2024
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
7KNew |
$397K - $407K
|
7K
$398K
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.07KNew |
$174K - $178K
|
3.07K
$174K
|
|
|
Nov 06, 2024
Q3 2024
|
Vishria Bird Financial Group, LLC
|
BUY
|
- |
42.5KNew |
$2.41M - $2.47M
|
42.5K
$2.42M
|
|
|
Nov 06, 2024
Q3 2024
|
Neumann Capital Management, LLC
|
SELL
|
- |
-8.8K- 52.38% |
$499K - $512K
|
8K
$455K
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
2.62KNew |
$148K - $152K
|
2.62K
$149K
|
|
|
Nov 05, 2024
Q3 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
5.22KNew |
$296K - $304K
|
5.22K
$297K
|
|