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 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
11.4KNew |
$618K - $651K
|
11.4K
$653K
|
|
Jan 31, 2023
Q4 2022
|
Wfa Of San Diego, LLC
|
BUY
|
- |
163New |
$8.8K - $9.28K
|
163
$9.3K
|
|
Jan 31, 2023
Q4 2022
|
Bank Of The West
|
BUY
|
- |
125K+ 272.58% |
$6.74M - $7.1M
|
171K
$9.73M
|
|
Jan 23, 2023
Q4 2022
|
Occidental Asset Management, LLC
|
BUY
|
- |
3.75KNew |
$202K - $213K
|
3.75K
$214K
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
1.59KNew |
$85.6K - $90.2K
|
1.59K
$90.4K
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
1.27KNew |
$68.3K - $72K
|
1.27K
$72.2K
|
|
Q3 2022 | |||||||
Jan 24, 2023
Q3 2022
|
Caprin Asset Management LLC
Henrico, VA |
SELL
|
- |
-263- 5.06% |
$14.3K - $15.2K
|
4.94K
$282K
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
9.99K+ 5.44% |
$541K - $579K
|
194K
$11.1M
|
|
Nov 16, 2022
Q3 2022
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
4KNew |
$217K - $232K
|
4K
$228K
|
|
Nov 14, 2022
Q3 2022
|
Portfolio Solutions, LLC
Troy, MI |
BUY
|
- |
756+ 3.32% |
$41K - $43.8K
|
23.5K
$1.34M
|
|
Nov 14, 2022
Q3 2022
|
London & Capital Asset Management LTD
London, X0 |
SELL
|
- |
-985- 3.57% |
$53.4K - $57.1K
|
26.6K
$1.52M
|
|
Nov 14, 2022
Q3 2022
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
3.79KNew |
$205K - $220K
|
3.79K
$216K
|
|
Nov 14, 2022
Q3 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-145- 1.63% |
$7.86K - $8.41K
|
8.74K
$499K
|
|
Nov 14, 2022
Q3 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-638- 13.47% |
$34.6K - $37K
|
4.1K
$234K
|
|
Nov 14, 2022
Q3 2022
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-24.9KClosed |
$1.35M - $1.45M
|
0
$0
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
BUY
|
- |
960+ 2.99% |
$52.1K - $55.7K
|
33.1K
$1.89M
|
|
Nov 14, 2022
Q3 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
28.9K+ 53.66% |
$1.57M - $1.67M
|
82.7K
$4.72M
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-6.01K- 5.94% |
$326K - $348K
|
95.1K
$5.43M
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
5.22KNew |
$283K - $303K
|
5.22K
$298K
|
|
Nov 02, 2022
Q3 2022
|
Ellevest, Inc.
|
BUY
|
- |
1+ 0.47% |
$54.2 - $58
|
214
$12.2K
|
|
Oct 31, 2022
Q3 2022
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.14K- 12.0% |
$62K - $66.3K
|
8.39K
$479K
|
|
Oct 21, 2022
Q3 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
4KNew |
$217K - $232K
|
4K
$228K
|
|
Oct 21, 2022
Q3 2022
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
6.45KNew |
$349K - $374K
|
6.45K
$368K
|
|
Oct 19, 2022
Q3 2022
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
3.7KNew |
$201K - $215K
|
3.7K
$211K
|
|
Q2 2022 | |||||||
Nov 09, 2022
Q2 2022
|
Titus Wealth Management
Larskpur, CA |
BUY
|
- |
15+ 0.23% |
$831 - $871
|
6.48K
$370K
|
|
Aug 23, 2022
Q2 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
5.86KNew |
$325K - $340K
|
5.86K
$334K
|
|
Aug 16, 2022
Q2 2022
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-6.16KClosed |
$341K - $358K
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
4.3KNew |
$238K - $250K
|
4.3K
$245K
|
|
Aug 15, 2022
Q2 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
96.4KNew |
$5.34M - $5.6M
|
96.4K
$5.5M
|
|
Aug 15, 2022
Q2 2022
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
6.1KNew |
$338K - $354K
|
6.1K
$348K
|
|
Aug 12, 2022
Q2 2022
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-5KClosed |
$277K - $290K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-3.75KClosed |
$207K - $218K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-4.33KClosed |
$240K - $252K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Seldon Capital LP
San Francisco, CA |
SELL
|
- |
-17.7KClosed |
$982K - $1.03M
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
23.4KNew |
$1.3M - $1.36M
|
23.4K
$1.34M
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
750New |
$41.5K - $43.6K
|
750
$42.8K
|
|
Aug 04, 2022
Q2 2022
|
Biltmore Family Office, LLC
|
SELL
|
- |
-700Closed |
$38.8K - $40.7K
|
0
$0
|
|
Jul 29, 2022
Q2 2022
|
Grove Bank & Trust
|
SELL
|
- |
-5.61KClosed |
$310K - $326K
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-4.76KClosed |
$264K - $277K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Aries Wealth Management
|
SELL
|
- |
-77.5KClosed |
$4.29M - $4.5M
|
0
$0
|
|
Jul 20, 2022
Q2 2022
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-250- 5.88% |
$13.8K - $14.5K
|
4K
$228K
|
|
Jul 18, 2022
Q2 2022
|
Caerus Investment Advisors, LLC
|
BUY
|
- |
9.26K+ 54.49% |
$513K - $538K
|
26.3K
$1.5M
|
|
Jul 15, 2022
Q2 2022
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-4.13KClosed |
$228K - $240K
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Karp Capital Management Corp
|
SELL
|
- |
-56KClosed |
$3.1M - $3.25M
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
Hbw Advisory Services LLC
|
BUY
|
- |
172+ 4.52% |
$9.52K - $9.99K
|
3.98K
$227K
|
|
Jul 12, 2022
Q2 2022
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-1K- 56.4% |
$55.4K - $58.1K
|
773
$44.1K
|
|
Q1 2022 | |||||||
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-250Closed |
$14.5K - $15.6K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-3.27KClosed |
$190K - $204K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Dimension Capital Management LLC
Coral Gables, FL |
SELL
|
- |
-3.26KClosed |
$189K - $203K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-15.2KClosed |
$882K - $946K
|
0
$0
|