Latest Institutional Purchases of Ishares California Muni Bond E (CMF)
This list provides information on the latest institutional transactions involving Ishares California Muni Bond E (CMF) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
3.64M+ 37.9% |
$206M - $212M
|
13.2M
$756M
|
|
|
Nov 04, 2024
Q3 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
408K+ 69.88% |
$23.1M - $23.7M
|
992K
$56.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
314K+ 30.06% |
$17.8M - $18.3M
|
1.36M
$77.5M
|
|
|
Oct 24, 2024
Q3 2024
|
A16z Perennial Management, L.P.
Menlo Park, CA |
BUY
|
- |
226KNew |
$12.8M - $13.2M
|
226K
$12.9M
|
|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
BUY
|
- |
137K+ 19.29% |
$7.78M - $7.99M
|
849K
$48.5M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
92.9KNew |
$5.27M - $5.41M
|
92.9K
$5.3M
|
|
|
Oct 24, 2024
Q3 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
92.5KNew |
$5.24M - $5.38M
|
92.5K
$5.28M
|
|
|
Nov 07, 2024
Q3 2024
|
Amara Financial, Llc.
San Francisco, CA |
BUY
|
- |
89.3KNew |
$5.06M - $5.2M
|
89.3K
$5.1M
|
|
|
Oct 15, 2024
Q3 2024
|
Client First Capital LLC
|
BUY
|
- |
86.6K+ 1474.52% |
$4.9M - $5.04M
|
92.4K
$5.27M
|
|
|
Nov 13, 2024
Q3 2024
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
85.3K+ 76.05% |
$4.83M - $4.96M
|
198K
$11.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
80.3K+ 13.58% |
$4.55M - $4.67M
|
671K
$38.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
74.6K+ 21.22% |
$4.23M - $4.34M
|
426K
$24.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Brio Consultants, LLC
|
BUY
|
- |
67.3K+ 19.74% |
$3.81M - $3.92M
|
408K
$23.3M
|
|
|
Nov 07, 2024
Q3 2024
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
64.4KNew |
$3.65M - $3.75M
|
64.4K
$3.68M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
53.7K+ 15.02% |
$3.04M - $3.12M
|
411K
$23.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
52.6KNew |
$2.98M - $3.06M
|
52.6K
$3M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
50.4K+ 7.3% |
$2.85M - $2.93M
|
741K
$42.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
43.5K+ 318.78% |
$2.46M - $2.53M
|
57.1K
$3.26M
|
|
|
Nov 06, 2024
Q3 2024
|
Vishria Bird Financial Group, LLC
|
BUY
|
- |
42.5KNew |
$2.41M - $2.47M
|
42.5K
$2.42M
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
35.5K+ 2.79% |
$2.01M - $2.07M
|
1.31M
$74.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
30.2K+ 11.68% |
$1.71M - $1.76M
|
289K
$16.5M
|
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
BUY
|
- |
29.2K+ 8.78% |
$1.65M - $1.7M
|
361K
$20.6M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
28.1K+ 23.88% |
$1.59M - $1.63M
|
146K
$8.31M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
27.7K+ 3.42% |
$1.57M - $1.61M
|
839K
$47.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
22.5KNew |
$1.28M - $1.31M
|
22.5K
$1.28M
|
|
|
Oct 18, 2024
Q3 2024
|
Slow Capital, Inc.
|
BUY
|
- |
20.8K+ 7.04% |
$1.18M - $1.21M
|
316K
$18M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
20.5KNew |
$1.16M - $1.19M
|
20.5K
$1.17M
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
BUY
|
- |
18.2K+ 278.34% |
$1.03M - $1.06M
|
24.7K
$1.41M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
18.1K+ 4.14% |
$1.03M - $1.06M
|
456K
$26M
|
|
|
Oct 16, 2024
Q3 2024
|
Orin Green Financial, LLC
|
BUY
|
- |
17.1K+ 4.97% |
$971K - $997K
|
362K
$20.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
16KNew |
$907K - $931K
|
16K
$913K
|
|
|
Oct 23, 2024
Q3 2024
|
West Wealth Group, LLC
|
BUY
|
- |
15.8K+ 12.13% |
$896K - $920K
|
146K
$8.34M
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
15.8K+ 21.79% |
$893K - $917K
|
88.1K
$5.02M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
15.6K+ 8.87% |
$884K - $907K
|
191K
$10.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
14.2KNew |
$807K - $828K
|
14.2K
$812K
|
|
|
Oct 07, 2024
Q3 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
13.2K+ 16.58% |
$745K - $765K
|
92.5K
$5.28M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
11.3K+ 4.39% |
$640K - $657K
|
268K
$15.3M
|
|
|
Oct 15, 2024
Q3 2024
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
11KNew |
$621K - $637K
|
11K
$625K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
10.6K+ 395.97% |
$602K - $618K
|
13.3K
$759K
|
|
|
Oct 03, 2024
Q3 2024
|
Apella Capital, LLC
|
BUY
|
- |
10.4K+ 33.94% |
$587K - $602K
|
40.9K
$2.33M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
10.3K+ 5.46% |
$585K - $600K
|
199K
$11.4M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
10.1K+ 18.79% |
$573K - $588K
|
63.9K
$3.65M
|
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
9.98K+ 20.34% |
$565K - $581K
|
59.1K
$3.37M
|
|
|
Oct 29, 2024
Q3 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
9.04K+ 4.77% |
$512K - $526K
|
198K
$11.3M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
8.93K+ 86.47% |
$506K - $520K
|
19.3K
$1.1M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
8.3K+ 26.36% |
$470K - $483K
|
39.8K
$2.27M
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
8.21K+ 22.95% |
$465K - $478K
|
44K
$2.51M
|
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
8K+ 42.45% |
$453K - $465K
|
26.8K
$1.53M
|
|
|
Oct 07, 2024
Q3 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
7.27KNew |
$412K - $423K
|
7.27K
$415K
|
|
|
Nov 12, 2024
Q3 2024
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
7KNew |
$397K - $407K
|
7K
$399K
|