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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.61KNew |
$205K - $210K
|
3.61K
$201K
|
|
|
Nov 12, 2024
Q3 2024
|
Elyxium Wealth, LLC
San Mateo, CA |
BUY
|
- |
6.07KNew |
$344K - $353K
|
6.07K
$337K
|
|
|
Nov 12, 2024
Q3 2024
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
7KNew |
$397K - $407K
|
7K
$389K
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.07KNew |
$174K - $178K
|
3.07K
$171K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
750+ 100.0% |
$42.5K - $43.6K
|
1.5K
$83.4K
|
|
|
Nov 08, 2024
Q3 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
2.17K+ 24.9% |
$123K - $126K
|
10.9K
$605K
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
2.62KNew |
$148K - $152K
|
2.62K
$146K
|
|
|
Nov 06, 2024
Q3 2024
|
Neumann Capital Management, LLC
|
SELL
|
- |
-8.8K- 52.38% |
$499K - $512K
|
8K
$445K
|
|
|
Nov 06, 2024
Q3 2024
|
Vishria Bird Financial Group, LLC
|
BUY
|
- |
42.5KNew |
$2.41M - $2.47M
|
42.5K
$2.36M
|
|
|
Nov 05, 2024
Q3 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
5.22KNew |
$296K - $304K
|
5.22K
$290K
|
|
|
Nov 04, 2024
Q3 2024
|
Welch & Forbes LLC
|
BUY
|
- |
3.48KNew |
$197K - $202K
|
3.48K
$194K
|
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
21New |
$1.19K - $1.22K
|
21
$1.17K
|
|
|
Nov 04, 2024
Q3 2024
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
6.57KNew |
$372K - $382K
|
6.57K
$365K
|
|
|
Oct 24, 2024
Q3 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
92.5KNew |
$5.24M - $5.38M
|
92.5K
$5.15M
|
|
|
Oct 24, 2024
Q3 2024
|
A16z Perennial Management, L.P.
Menlo Park, CA |
BUY
|
- |
226KNew |
$12.8M - $13.2M
|
226K
$12.6M
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
3.48KNew |
$197K - $202K
|
3.48K
$194K
|
|
|
Oct 18, 2024
Q3 2024
|
One Degree Advisors Inc
San Diego, CA |
SELL
|
- |
-12.5K- 72.6% |
$710K - $729K
|
4.73K
$263K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-4.87K- 2.89% |
$276K - $283K
|
164K
$9.11M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-209- 1.45% |
$11.8K - $12.2K
|
14.2K
$792K
|
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
2.05K+ 4.58% |
$116K - $119K
|
46.8K
$2.6M
|
|
|
Oct 10, 2024
Q3 2024
|
Paragon Capital Management LTD
|
BUY
|
- |
3.08K+ 64.54% |
$175K - $179K
|
7.86K
$437K
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
3.2KNew |
$181K - $186K
|
3.2K
$178K
|
|
|
Oct 07, 2024
Q3 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
7.27KNew |
$412K - $423K
|
7.27K
$404K
|
|
| Q2 2024 | |||||||
|
Apr 22, 2025
Q2 2024
|
North Rock Partners, LLC
|
BUY
|
- |
1.42KNew |
$79.9K - $81.1K
|
1.42K
$78.8K
|
|
|
Oct 29, 2024
Q2 2024
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
6.26KNew |
$353K - $359K
|
6.26K
$348K
|
|
|
Aug 14, 2024
Q2 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
PUT |
4.5KNew |
$254K - $258K
|
4.5K
$250K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1+ 0.89% |
$56.4 - $57.3
|
113
$6.29K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
118K+ 95.85% |
$6.62M - $6.73M
|
240K
$13.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
600New |
$33.8K - $34.4K
|
600
$33.4K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
16.5K+ 46.64% |
$928K - $942K
|
51.8K
$2.88M
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
704New |
$39.7K - $40.3K
|
704
$39.2K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
750New |
$42.3K - $42.9K
|
750
$41.7K
|
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
BUY
|
- |
875New |
$49.3K - $50.1K
|
875
$48.7K
|
|
|
Jul 19, 2024
Q2 2024
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-3.03K- 24.74% |
$171K - $173K
|
9.21K
$512K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
3.81KNew |
$218K - $221K
|
3.81K
$212K
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
7New |
$401 - $406
|
7
$389
|
|
|
May 15, 2024
Q1 2024
|
Silver Coast Investments LLC
San Diego, X1 |
BUY
|
- |
68+ 1.66% |
$3.9K - $3.95K
|
4.16K
$231K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-68.1K- 64.27% |
$3.9M - $3.95M
|
37.8K
$2.1M
|
|
|
May 14, 2024
Q1 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
10KNew |
$573K - $580K
|
10K
$556K
|
|
|
May 14, 2024
Q1 2024
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
BUY
|
- |
4.6KNew |
$264K - $267K
|
4.6K
$256K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
11.8KNew |
$676K - $684K
|
11.8K
$656K
|
|
|
May 13, 2024
Q1 2024
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-13.6K- 60.26% |
$779K - $788K
|
8.96K
$498K
|
|
|
May 13, 2024
Q1 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
519+ 14.1% |
$29.8K - $30.1K
|
4.2K
$234K
|
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-947- 20.92% |
$54.3K - $55K
|
3.58K
$199K
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
499K+ 5.49% |
$28.6M - $28.9M
|
9.58M
$533M
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.93K- 34.87% |
$110K - $112K
|
3.6K
$200K
|
|
|
May 06, 2024
Q1 2024
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
6.08K+ 55.76% |
$349K - $353K
|
17K
$945K
|
|
|
May 03, 2024
Q1 2024
|
Petix & Botte CO
|
BUY
|
- |
17KNew |
$974K - $986K
|
17K
$945K
|
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
BUY
|
- |
18.4KNew |
$1.06M - $1.07M
|
18.4K
$1.02M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-163- 0.28% |
$9.34K - $9.46K
|
57.5K
$3.2M
|
|