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 |
|---|---|---|---|---|---|---|---|
|
Jul 09, 2025
Q2 2025
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
97.9K+ 66.03% |
$5.34M - $5.55M
|
246K
$13.7M
|
|
|
Jul 08, 2025
Q2 2025
|
21 West Wealth Management LLC
Tustin, CA |
BUY
|
- |
29.1KNew |
$1.59M - $1.65M
|
29.1K
$1.62M
|
|
|
Jul 17, 2025
Q2 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
13.4KNew |
$731K - $760K
|
13.4K
$746K
|
|
|
Jul 16, 2025
Q2 2025
|
Paragon Capital Management LTD
|
BUY
|
- |
13.1KNew |
$712K - $741K
|
13.1K
$727K
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
12.4K+ 29.05% |
$674K - $701K
|
54.9K
$3.06M
|
|
|
Jul 02, 2025
Q2 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
9.02K+ 56.63% |
$492K - $512K
|
25K
$1.39M
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
6.08KNew |
$331K - $345K
|
6.08K
$338K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
3.85KNew |
$210K - $218K
|
3.85K
$214K
|
|
|
Jul 18, 2025
Q2 2025
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
2.13K+ 29.37% |
$116K - $121K
|
9.38K
$522K
|
|
|
Jul 09, 2025
Q2 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
2.1K+ 42.42% |
$114K - $119K
|
7.05K
$392K
|
|
|
Jul 18, 2025
Q2 2025
|
Simpli Fi, Inc.
|
BUY
|
- |
1.17K+ 4.73% |
$63.7K - $66.2K
|
25.8K
$1.44M
|
|
|
Jul 16, 2025
Q2 2025
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
1.05K+ 8.89% |
$57.2K - $59.5K
|
12.9K
$715K
|
|
|
Jul 18, 2025
Q2 2025
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
455+ 0.81% |
$24.8K - $25.8K
|
56.6K
$3.15M
|
|
|
Jul 16, 2025
Q2 2025
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
330+ 2.62% |
$18K - $18.7K
|
12.9K
$720K
|
|
|
Jul 17, 2025
Q2 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
241+ 1.01% |
$13.1K - $13.7K
|
24K
$1.33M
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
27+ 0.62% |
$1.47K - $1.53K
|
4.41K
$245K
|
|
|
Jul 11, 2025
Q2 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
10+ 0.02% |
$545 - $567
|
64.5K
$3.59M
|
|
| Q1 2025 | |||||||
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
2.12M+ 31.12% |
$119M - $122M
|
8.95M
$498M
|
|
|
May 15, 2025
Q1 2025
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
1.35MNew |
$75.3M - $77.4M
|
1.35M
$74.9M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
1.03MNew |
$57.7M - $59.3M
|
1.03M
$57.4M
|
|
|
Jul 07, 2025
Q1 2025
|
Brio Consultants, LLC
|
BUY
|
- |
339KNew |
$19M - $19.5M
|
339K
$18.9M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
246KNew |
$13.7M - $14.1M
|
246K
$13.7M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
106KNew |
$5.94M - $6.1M
|
106K
$5.91M
|
|
|
May 15, 2025
Q1 2025
|
Strive Asset Management, LLC
Dublin, OH |
BUY
|
- |
101KNew |
$5.62M - $5.78M
|
101K
$5.59M
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
BUY
|
- |
89.1K+ 8.38% |
$4.98M - $5.12M
|
1.15M
$64.1M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
62.5K+ 34.65% |
$3.49M - $3.59M
|
243K
$13.5M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
54.6K+ 36.17% |
$3.05M - $3.14M
|
206K
$11.4M
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
49.3KNew |
$2.76M - $2.83M
|
49.3K
$2.74M
|
|
|
Apr 29, 2025
Q1 2025
|
Navalign, LLC
|
BUY
|
- |
46.5K+ 30.73% |
$2.6M - $2.67M
|
198K
$11M
|
|
|
May 01, 2025
Q1 2025
|
Slow Capital, Inc.
|
BUY
|
- |
45.2K+ 15.92% |
$2.53M - $2.6M
|
329K
$18.3M
|
|
|
May 14, 2025
Q1 2025
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
36.9K+ 133.92% |
$2.07M - $2.12M
|
64.5K
$3.59M
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
35.7K+ 151.42% |
$2M - $2.05M
|
59.2K
$3.29M
|
|
|
May 02, 2025
Q1 2025
|
Ndwm LLC
La Jolla, CA |
BUY
|
- |
31.1K+ 248.71% |
$1.74M - $1.79M
|
43.6K
$2.42M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
30.5K+ 3049.7% |
$1.71M - $1.75M
|
31.5K
$1.75M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
29.6K+ 8.98% |
$1.65M - $1.7M
|
359K
$20M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
26.2K+ 240.25% |
$1.47M - $1.51M
|
37.2K
$2.07M
|
|
|
May 14, 2025
Q1 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
23.6K+ 47.65% |
$1.32M - $1.36M
|
73.2K
$4.07M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
22.4K+ 12.31% |
$1.25M - $1.29M
|
205K
$11.4M
|
|
|
May 14, 2025
Q1 2025
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
20.7K+ 92.27% |
$1.16M - $1.19M
|
43.2K
$2.4M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
19K+ 4.01% |
$1.06M - $1.09M
|
493K
$27.4M
|
|
|
May 06, 2025
Q1 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
18.6K+ 5.41% |
$1.04M - $1.07M
|
363K
$20.2M
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
16.3K+ 278.04% |
$913K - $939K
|
22.2K
$1.24M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
15.4K+ 17.87% |
$859K - $882K
|
101K
$5.63M
|
|
|
May 05, 2025
Q1 2025
|
West Wealth Group, LLC
|
BUY
|
- |
14.4K+ 7.51% |
$805K - $827K
|
206K
$11.5M
|
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
BUY
|
- |
13.8K+ 170.56% |
$770K - $791K
|
21.8K
$1.22M
|
|
|
Apr 23, 2025
Q1 2025
|
Climber Capital Sa
Nyon, V8 |
BUY
|
- |
12.7KNew |
$708K - $728K
|
12.7K
$704K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
12.6K+ 5.7% |
$702K - $721K
|
233K
$13M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
12.4K+ 5.56% |
$695K - $714K
|
236K
$13.1M
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
12KNew |
$671K - $689K
|
12K
$667K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
11.7K+ 27.48% |
$657K - $675K
|
54.5K
$3.03M
|
|