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 26, 2024
Q1 2024
|
Tenon Financial LLC
Metuchen, NJ |
BUY
|
- |
12.8KNew |
$734K - $743K
|
12.8K
$712K
|
|
|
Apr 26, 2024
Q1 2024
|
Bradley & Co. Private Wealth Management, LLC
|
SELL
|
- |
-782- 19.61% |
$44.8K - $45.4K
|
3.21K
$178K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
415+ 15.89% |
$23.8K - $24.1K
|
3.03K
$168K
|
|
|
Apr 18, 2024
Q1 2024
|
Ariston Services Group
San Diego, CA |
SELL
|
- |
-4.72K- 26.84% |
$271K - $274K
|
12.9K
$716K
|
|
|
Apr 12, 2024
Q1 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
4.32KNew |
$248K - $251K
|
4.32K
$240K
|
|
|
Apr 10, 2024
Q1 2024
|
Wedmont Private Capital
|
BUY
|
- |
1.09K+ 4.77% |
$62.5K - $63.3K
|
24K
$1.33M
|
|
|
Apr 04, 2024
Q1 2024
|
Verity Wealth Advisors
|
SELL
|
- |
-7.87K- 41.9% |
$451K - $457K
|
10.9K
$607K
|
|
| Q4 2023 | |||||||
|
Apr 22, 2024
Q4 2023
|
Invera Wealth Advisors, LLC
Bend, OR |
BUY
|
- |
21.4KNew |
$1.15M - $1.24M
|
21.4K
$1.19M
|
|
|
Feb 15, 2024
Q4 2023
|
Westshore Wealth, LLC
|
SELL
|
- |
-5.32KClosed |
$287K - $309K
|
0
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Team Financial Group, LLC
Temecula, CA |
SELL
|
- |
-1.14K- 95.3% |
$61.2K - $65.9K
|
56
$3.11K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
15.8KNew |
$852K - $918K
|
15.8K
$879K
|
|
|
Feb 13, 2024
Q4 2023
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
4.3KNew |
$232K - $250K
|
4.3K
$239K
|
|
|
Feb 09, 2024
Q4 2023
|
Waypoint Wealth Partners Inc.
|
SELL
|
- |
-185- 2.26% |
$9.98K - $10.7K
|
8K
$445K
|
|
|
Feb 09, 2024
Q4 2023
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
2.85K+ 17.87% |
$153K - $165K
|
18.8K
$1.04M
|
|
|
Feb 07, 2024
Q4 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-257- 6.16% |
$13.9K - $14.9K
|
3.91K
$218K
|
|
|
Feb 06, 2024
Q4 2023
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-1.4K- 18.06% |
$75.5K - $81.3K
|
6.35K
$353K
|
|
|
Feb 06, 2024
Q4 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
4.1KNew |
$221K - $238K
|
4.1K
$228K
|
|
|
Jan 29, 2024
Q4 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-1.43K- 10.02% |
$76.9K - $82.8K
|
12.8K
$712K
|
|
|
Jan 26, 2024
Q4 2023
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
119KNew |
$6.44M - $6.94M
|
119K
$6.64M
|
|
|
Jan 25, 2024
Q4 2023
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-25.4K- 59.92% |
$1.37M - $1.48M
|
17K
$946K
|
|
|
Jan 25, 2024
Q4 2023
|
Sol Capital Management CO
|
BUY
|
- |
5.3KNew |
$286K - $308K
|
5.3K
$295K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-402K- 98.83% |
$21.7M - $23.4M
|
4.75K
$264K
|
|
|
Jan 23, 2024
Q4 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
600New |
$32.4K - $34.9K
|
600
$33.4K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.25KNew |
$67.4K - $72.6K
|
1.25K
$69.5K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-17.2K- 8.78% |
$929K - $1M
|
179K
$9.95M
|
|
|
Jan 10, 2024
Q4 2023
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-570- 4.22% |
$30.7K - $33.1K
|
12.9K
$719K
|
|
| Q3 2023 | |||||||
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1+ 1.67% |
$54.7 - $57.2
|
61
$3.39K
|
|
|
Nov 14, 2023
Q3 2023
|
Financial Advisors Network, Inc.
|
BUY
|
- |
4.16KNew |
$227K - $238K
|
4.16K
$231K
|
|
|
Nov 14, 2023
Q3 2023
|
Hall Private Wealth Advisors
|
BUY
|
- |
1.64K+ 24.2% |
$89.5K - $93.6K
|
8.4K
$467K
|
|
|
Nov 13, 2023
Q3 2023
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
BUY
|
- |
10.5KNew |
$575K - $601K
|
10.5K
$585K
|
|
|
Nov 09, 2023
Q3 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-352- 33.46% |
$19.2K - $20.1K
|
700
$38.9K
|
|
|
Nov 06, 2023
Q3 2023
|
My Personal Cfo, LLC
|
BUY
|
- |
10KNew |
$547K - $572K
|
10K
$556K
|
|
|
Nov 03, 2023
Q3 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
1.06K+ 27.95% |
$58K - $60.7K
|
4.86K
$270K
|
|
|
Oct 30, 2023
Q3 2023
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-141- 3.11% |
$7.71K - $8.07K
|
4.39K
$244K
|
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
3.68KNew |
$201K - $210K
|
3.68K
$205K
|
|
|
Oct 23, 2023
Q3 2023
|
Financial Management Network Inc
|
BUY
|
- |
190+ 1.4% |
$10.4K - $10.9K
|
13.8K
$767K
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
1.01KNew |
$55K - $57.6K
|
1.01K
$56K
|
|
|
Oct 23, 2023
Q3 2023
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-2.23K- 64.96% |
$122K - $127K
|
1.2K
$66.7K
|
|
|
Oct 20, 2023
Q3 2023
|
Private Asset Management Inc
|
SELL
|
- |
-400- 2.37% |
$21.9K - $22.9K
|
16.5K
$918K
|
|
|
Oct 19, 2023
Q3 2023
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
20.4KNew |
$1.12M - $1.17M
|
20.4K
$1.14M
|
|
|
Oct 18, 2023
Q3 2023
|
Gemmer Asset Management LLC
|
BUY
|
- |
35+ 0.53% |
$1.91K - $2K
|
6.6K
$367K
|
|
|
Oct 16, 2023
Q3 2023
|
Investment Advisory Group, LLC
|
BUY
|
- |
11.4KNew |
$623K - $652K
|
11.4K
$634K
|
|
|
Oct 13, 2023
Q3 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
4.21KNew |
$230K - $241K
|
4.21K
$234K
|
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
3.48KNew |
$190K - $199K
|
3.48K
$194K
|
|
| Q2 2023 | |||||||
|
Aug 10, 2023
Q2 2023
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-1.3K- 25.4% |
$72.8K - $75.3K
|
3.82K
$212K
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
6.67KNew |
$374K - $386K
|
6.67K
$371K
|
|
|
Aug 02, 2023
Q2 2023
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-104- 0.68% |
$5.83K - $6.02K
|
15.2K
$843K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
80.1K+ 114.44% |
$4.49M - $4.64M
|
150K
$8.34M
|
|
|
Jul 26, 2023
Q2 2023
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-138- 2.94% |
$7.73K - $7.99K
|
4.56K
$253K
|
|
|
Jul 25, 2023
Q2 2023
|
Liberty Capital Management, Inc.
|
BUY
|
- |
18.1KNew |
$1.01M - $1.05M
|
18.1K
$1.01M
|
|