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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
761K+ 73.74% |
$41.5M - $43.1M
|
1.79M
$102M
|
|
|
Aug 01, 2025
Q2 2025
|
Facet Wealth, Inc.
|
BUY
|
- |
248K+ 24.04% |
$13.5M - $14.1M
|
1.28M
$72.8M
|
|
|
Aug 08, 2025
Q2 2025
|
Bailard, Inc.
|
BUY
|
- |
193K+ 16.73% |
$10.5M - $10.9M
|
1.34M
$76.5M
|
|
|
Aug 05, 2025
Q2 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
176K+ 31.54% |
$9.57M - $9.95M
|
732K
$41.7M
|
|
|
Aug 06, 2025
Q2 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
167K+ 449.7% |
$9.09M - $9.45M
|
204K
$11.6M
|
|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
161KNew |
$8.76M - $9.11M
|
161K
$9.14M
|
|
|
Aug 13, 2025
Q2 2025
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
156K+ 177.03% |
$8.51M - $8.85M
|
244K
$13.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
137K+ 66.75% |
$7.48M - $7.78M
|
343K
$19.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
132K+ 692.15% |
$7.21M - $7.5M
|
151K
$8.61M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
116K+ 255.0% |
$6.33M - $6.58M
|
162K
$9.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
97.9K+ 66.03% |
$5.34M - $5.55M
|
246K
$14M
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
94.7K+ 1522.42% |
$5.16M - $5.37M
|
101K
$5.74M
|
|
|
Aug 14, 2025
Q2 2025
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
89.3KNew |
$4.87M - $5.06M
|
89.3K
$5.08M
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
73.4K+ 23.73% |
$4M - $4.16M
|
383K
$21.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
65.7KNew |
$3.58M - $3.73M
|
65.7K
$3.74M
|
|
|
Jul 30, 2025
Q2 2025
|
Silver Oak Wealth Advisors Services, LLC
Los Angeles, CA |
BUY
|
- |
55.4K+ 229.58% |
$3.02M - $3.14M
|
79.5K
$4.53M
|
|
|
Jul 31, 2025
Q2 2025
|
Ndwm LLC
La Jolla, CA |
BUY
|
- |
52.9K+ 121.39% |
$2.88M - $3M
|
96.5K
$5.49M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
50.3K+ 10.71% |
$2.74M - $2.85M
|
520K
$29.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
48K+ 65.59% |
$2.62M - $2.72M
|
121K
$6.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
47.8K+ 25.56% |
$2.61M - $2.71M
|
235K
$13.4M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
42.7K+ 5.34% |
$2.33M - $2.42M
|
843K
$48M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
39.4KNew |
$2.15M - $2.24M
|
39.4K
$2.24M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
34.7K+ 16.95% |
$1.89M - $1.97M
|
239K
$13.6M
|
|
|
Aug 13, 2025
Q2 2025
|
West Wealth Group, LLC
|
BUY
|
- |
34K+ 16.48% |
$1.85M - $1.93M
|
240K
$13.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
33.3K+ 156.73% |
$1.82M - $1.89M
|
54.6K
$3.11M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
32.6K+ 103.45% |
$1.78M - $1.85M
|
64.1K
$3.65M
|
|
|
Jul 28, 2025
Q2 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
32.2KNew |
$1.75M - $1.82M
|
32.2K
$1.83M
|
|
|
Aug 14, 2025
Q2 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
29.5K+ 12.06% |
$1.61M - $1.67M
|
274K
$15.6M
|
|
|
Jul 08, 2025
Q2 2025
|
21 West Wealth Management LLC
Tustin, CA |
BUY
|
- |
29.1KNew |
$1.59M - $1.65M
|
29.1K
$1.66M
|
|
|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
BUY
|
- |
28.7K+ 313.15% |
$1.56M - $1.62M
|
37.8K
$2.15M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
28.4K+ 7.9% |
$1.55M - $1.61M
|
387K
$22M
|
|
|
Aug 14, 2025
Q2 2025
|
Foronjy Financial LLC
Los Osos, CA |
BUY
|
- |
28.1KNew |
$1.53M - $1.59M
|
28.1K
$1.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
25KNew |
$1.36M - $1.42M
|
25K
$1.42M
|
|
|
Aug 12, 2025
Q2 2025
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
24.6K+ 67.49% |
$1.34M - $1.39M
|
61.1K
$3.47M
|
|
|
Jul 30, 2025
Q2 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
23.8K+ 6.55% |
$1.3M - $1.35M
|
387K
$22M
|
|
|
Aug 14, 2025
Q2 2025
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
23.1K+ 11.76% |
$1.26M - $1.31M
|
220K
$12.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
23K+ 424.74% |
$1.25M - $1.3M
|
28.4K
$1.62M
|
|
|
Aug 12, 2025
Q2 2025
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
21.6K+ 49.92% |
$1.18M - $1.22M
|
64.7K
$3.68M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
20.4K+ 33.94% |
$1.11M - $1.16M
|
80.4K
$4.58M
|
|
|
Aug 12, 2025
Q2 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
20.3K+ 115.87% |
$1.11M - $1.15M
|
37.8K
$2.15M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
20.1K+ 30.99% |
$1.1M - $1.14M
|
85K
$4.83M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
17.5K+ 3.88% |
$957K - $995K
|
470K
$26.7M
|
|
|
Jul 18, 2025
Q2 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
17.5K+ 25.66% |
$952K - $990K
|
85.5K
$4.87M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
17.1K+ 16.08% |
$931K - $968K
|
123K
$7.01M
|
|
|
Aug 11, 2025
Q2 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
15.7K+ 41.72% |
$853K - $887K
|
53.2K
$3.03M
|
|
|
Jul 24, 2025
Q2 2025
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
15.6KNew |
$852K - $886K
|
15.6K
$889K
|
|
|
Aug 13, 2025
Q2 2025
|
Portfolio Design Labs, LLC
Encino, CA |
BUY
|
- |
15.4KNew |
$840K - $874K
|
15.4K
$877K
|
|
|
Aug 14, 2025
Q2 2025
|
Brasada Capital Management, LP
Houston, TX |
BUY
|
- |
14.3KNew |
$780K - $811K
|
14.3K
$814K
|
|
|
Jul 31, 2025
Q2 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
13.9KNew |
$758K - $788K
|
13.9K
$791K
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
13.9K+ 178.9% |
$756K - $787K
|
21.6K
$1.23M
|