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 |
|---|---|---|---|---|---|---|---|
|
Jul 21, 2023
Q2 2023
|
Private Ocean, LLC
|
SELL
|
- |
-894- 4.3% |
$50.1K - $51.8K
|
19.9K
$1.11M
|
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
306+ 0.42% |
$17.1K - $17.7K
|
73.3K
$4.08M
|
|
|
Jul 13, 2023
Q2 2023
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
347+ 1.67% |
$19.4K - $20.1K
|
21.1K
$1.17M
|
|
|
Jul 10, 2023
Q2 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
138+ 0.27% |
$7.73K - $7.99K
|
50.5K
$2.81M
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-616- 55.85% |
$34.4K - $35.5K
|
487
$27.1K
|
|
|
May 12, 2023
Q1 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
140+ 1.78% |
$7.81K - $8.07K
|
7.99K
$444K
|
|
|
May 12, 2023
Q1 2023
|
Jsf Financial, LLC
|
BUY
|
- |
5.87KNew |
$328K - $339K
|
5.87K
$327K
|
|
|
May 08, 2023
Q1 2023
|
Weil Company, Inc.
|
SELL
|
- |
-2.13K- 31.24% |
$119K - $123K
|
4.69K
$261K
|
|
|
May 08, 2023
Q1 2023
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
5.46KNew |
$305K - $315K
|
5.46K
$304K
|
|
|
May 05, 2023
Q1 2023
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
4.9KNew |
$274K - $283K
|
4.9K
$273K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.43KNew |
$79.6K - $82.3K
|
1.43K
$79.4K
|
|
|
Apr 21, 2023
Q1 2023
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
8.2KNew |
$458K - $473K
|
8.2K
$456K
|
|
|
Apr 20, 2023
Q1 2023
|
Blue Zone Wealth Advisors, LLC
|
SELL
|
- |
-1.66K- 30.62% |
$92.4K - $95.4K
|
3.75K
$209K
|
|
|
Apr 12, 2023
Q1 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
4.2KNew |
$234K - $242K
|
4.2K
$234K
|
|
|
Apr 12, 2023
Q1 2023
|
Perkins Coie Trust CO
|
SELL
|
- |
-1.98K- 22.01% |
$111K - $114K
|
7.02K
$390K
|
|
| Q4 2022 | |||||||
|
Feb 15, 2023
Q4 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
4.22KNew |
$228K - $240K
|
4.22K
$235K
|
|
|
Feb 14, 2023
Q4 2022
|
Silicon Valley Capital Partners
|
SELL
|
- |
-32.8K- 99.98% |
$1.77M - $1.87M
|
5
$278
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
800+ 95.24% |
$43.2K - $45.5K
|
1.64K
$91.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
7.42K+ 41.1% |
$400K - $422K
|
25.5K
$1.42M
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
85+ 0.4% |
$4.59K - $4.84K
|
21.3K
$1.18M
|
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
692New |
$37.4K - $39.4K
|
692
$38.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-4.29K- 99.98% |
$232K - $244K
|
1
$55.6
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
25+ 0.7% |
$1.35K - $1.42K
|
3.6K
$200K
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
3.68KNew |
$199K - $210K
|
3.68K
$205K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
54New |
$2.92K - $3.07K
|
54
$3K
|
|
|
Feb 09, 2023
Q4 2022
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-5.27K- 28.42% |
$284K - $300K
|
13.3K
$738K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
11.4KNew |
$618K - $651K
|
11.4K
$636K
|
|
|
Jan 31, 2023
Q4 2022
|
Bank Of The West
|
BUY
|
- |
125K+ 272.58% |
$6.74M - $7.1M
|
171K
$9.49M
|
|
|
Jan 31, 2023
Q4 2022
|
Wfa Of San Diego, LLC
|
BUY
|
- |
163New |
$8.8K - $9.28K
|
163
$9.07K
|
|
|
Jan 23, 2023
Q4 2022
|
Occidental Asset Management, LLC
|
BUY
|
- |
3.75KNew |
$202K - $213K
|
3.75K
$209K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
1.59KNew |
$85.6K - $90.2K
|
1.59K
$88.2K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
1.27KNew |
$68.3K - $72K
|
1.27K
$70.4K
|
|
| Q3 2022 | |||||||
|
Jan 24, 2023
Q3 2022
|
Caprin Asset Management LLC
Henrico, VA |
SELL
|
- |
-263- 5.06% |
$14.3K - $15.2K
|
4.94K
$275K
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
9.99K+ 5.44% |
$541K - $579K
|
194K
$10.8M
|
|
|
Nov 16, 2022
Q3 2022
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
4KNew |
$217K - $232K
|
4K
$222K
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
BUY
|
- |
960+ 2.99% |
$52.1K - $55.7K
|
33.1K
$1.84M
|
|
|
Nov 14, 2022
Q3 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-638- 13.47% |
$34.6K - $37K
|
4.1K
$228K
|
|
|
Nov 14, 2022
Q3 2022
|
London & Capital Asset Management LTD
London, X0 |
SELL
|
- |
-985- 3.57% |
$53.4K - $57.1K
|
26.6K
$1.48M
|
|
|
Nov 14, 2022
Q3 2022
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
3.79KNew |
$205K - $220K
|
3.79K
$211K
|
|
|
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
|
Portfolio Solutions, LLC
Troy, MI |
BUY
|
- |
756+ 3.32% |
$41K - $43.8K
|
23.5K
$1.31M
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-6.01K- 5.94% |
$326K - $348K
|
95.1K
$5.29M
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
5.22KNew |
$283K - $303K
|
5.22K
$291K
|
|
|
Nov 02, 2022
Q3 2022
|
Ellevest, Inc.
|
BUY
|
- |
1+ 0.47% |
$54.2 - $58
|
214
$11.9K
|
|
|
Oct 31, 2022
Q3 2022
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.14K- 12.0% |
$62K - $66.3K
|
8.39K
$467K
|
|
|
Oct 21, 2022
Q3 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
4KNew |
$217K - $232K
|
4K
$222K
|
|
|
Oct 21, 2022
Q3 2022
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
6.45KNew |
$349K - $374K
|
6.45K
$358K
|
|
|
Oct 19, 2022
Q3 2022
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
3.7KNew |
$201K - $215K
|
3.7K
$206K
|
|
| Q2 2022 | |||||||
|
Nov 09, 2022
Q2 2022
|
Titus Wealth Management
Larskpur, CA |
BUY
|
- |
15+ 0.23% |
$831 - $871
|
6.48K
$361K
|
|
|
Aug 23, 2022
Q2 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
5.86KNew |
$325K - $340K
|
5.86K
$326K
|
|