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 |
|---|---|---|---|---|---|---|---|
|
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
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
11.1K+ 18.67% |
$621K - $638K
|
70.6K
$3.93M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
10.7K+ 52.12% |
$598K - $615K
|
31.2K
$1.74M
|
|
|
May 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
9.95K+ 15.49% |
$556K - $572K
|
74.2K
$4.12M
|
|
|
May 13, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
9.38K+ 3.98% |
$525K - $539K
|
245K
$13.6M
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
9.15KNew |
$512K - $526K
|
9.15K
$509K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
8.65K+ 68.53% |
$484K - $497K
|
21.3K
$1.18M
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
8.51K+ 33.4% |
$476K - $489K
|
34K
$1.89M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
8.5K+ 50.01% |
$475K - $488K
|
25.5K
$1.42M
|
|
|
May 14, 2025
Q1 2025
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
8.08KNew |
$452K - $465K
|
8.08K
$450K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
7.74K+ 51593.33% |
$433K - $445K
|
7.75K
$431K
|
|
|
May 12, 2025
Q1 2025
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
7.48K+ 2.27% |
$418K - $430K
|
336K
$18.7M
|
|
|
May 06, 2025
Q1 2025
|
Sfe Investment Counsel
Los Angeles, CA |
BUY
|
- |
7.39KNew |
$413K - $424K
|
7.39K
$411K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
6.82K+ 21.99% |
$381K - $392K
|
37.8K
$2.1M
|
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
6.68KNew |
$373K - $384K
|
6.68K
$371K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
6.66K+ 64.31% |
$372K - $383K
|
17K
$946K
|
|
|
May 23, 2025
Q1 2025
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
6.55K+ 95.7% |
$366K - $376K
|
13.4K
$745K
|
|
|
Apr 09, 2025
Q1 2025
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
6.51K+ 27.07% |
$364K - $374K
|
30.6K
$1.7M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
6.28K+ 11.68% |
$351K - $361K
|
60.1K
$3.34M
|
|
|
May 14, 2025
Q1 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
6.14K+ 43.73% |
$343K - $353K
|
20.2K
$1.12M
|
|
|
Apr 22, 2025
Q1 2025
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
6.03KNew |
$337K - $347K
|
6.03K
$335K
|
|
|
May 06, 2025
Q1 2025
|
De Dora Capital, Inc.
|
BUY
|
- |
4.97K+ 12.21% |
$278K - $286K
|
45.7K
$2.54M
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Wealth Advisors Services, LLC
Los Angeles, CA |
BUY
|
- |
4.71K+ 24.25% |
$263K - $271K
|
24.1K
$1.34M
|
|
|
May 12, 2025
Q1 2025
|
Bristlecone Advisors, LLC
|
BUY
|
- |
4.6K+ 36.75% |
$257K - $264K
|
17.1K
$951K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
4.54KNew |
$254K - $261K
|
4.54K
$253K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
4.49K+ 17.57% |
$251K - $258K
|
30.1K
$1.67M
|
|
|
Apr 22, 2025
Q1 2025
|
Palisade Asset Management, LLC
|
BUY
|
- |
4.28KNew |
$239K - $246K
|
4.28K
$238K
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
4.27KNew |
$239K - $245K
|
4.27K
$237K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Investment Partners, LLC
|
BUY
|
- |
3.92KNew |
$219K - $225K
|
3.92K
$218K
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
3.85KNew |
$215K - $221K
|
3.85K
$214K
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
3.78K+ 4.71% |
$211K - $217K
|
84K
$4.67M
|
|
|
May 05, 2025
Q1 2025
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
3.67KNew |
$205K - $211K
|
3.67K
$204K
|
|
|
Apr 29, 2025
Q1 2025
|
Davidson Investment Advisors
|
BUY
|
- |
3.36K+ 28.79% |
$188K - $193K
|
15K
$836K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
3.19K+ 5.66% |
$179K - $183K
|
59.6K
$3.32M
|
|
|
May 02, 2025
Q1 2025
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
3.1K+ 53.81% |
$173K - $178K
|
8.85K
$492K
|
|
|
Apr 29, 2025
Q1 2025
|
Columbia River Financial Group, LLC
Vancouver, WA |
BUY
|
- |
2.51KNew |
$140K - $144K
|
2.51K
$139K
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
2.26K+ 35.81% |
$126K - $130K
|
8.56K
$476K
|
|
|
May 05, 2025
Q1 2025
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
2.25K+ 32.1% |
$126K - $129K
|
9.26K
$515K
|
|
|
May 13, 2025
Q1 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
2.22K+ 3.33% |
$124K - $127K
|
68.9K
$3.83M
|
|
|
Apr 29, 2025
Q1 2025
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
2.2KNew |
$123K - $127K
|
2.2K
$123K
|
|
|
May 13, 2025
Q1 2025
|
Certus Wealth Management, LLC
Redwood City, CA |
BUY
|
- |
2.01K+ 1.44% |
$113K - $116K
|
142K
$7.9M
|
|
|
Jun 11, 2025
Q1 2025
|
Fortitude Financial, LLC
Spokane, WA |
BUY
|
- |
1.86K+ 32.63% |
$104K - $107K
|
7.55K
$420K
|
|
|
May 09, 2025
Q1 2025
|
Conquis Financial LLC
Milbrae, CA |
BUY
|
- |
1.83K+ 10.68% |
$102K - $105K
|
18.9K
$1.05M
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
1.77K+ 40.76% |
$98.7K - $101K
|
6.1K
$339K
|
|
|
Apr 15, 2025
Q1 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
1.76K+ 33.63% |
$98.4K - $101K
|
6.99K
$389K
|
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
1.75K+ 13.79% |
$97.7K - $100K
|
14.4K
$801K
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
1.56K+ 34.98% |
$87.3K - $89.7K
|
6.02K
$335K
|
|
|
May 01, 2025
Q1 2025
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
1.55K+ 3.27% |
$86.7K - $89.1K
|
48.9K
$2.72M
|
|
|
May 14, 2025
Q1 2025
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
1.49K+ 4.38% |
$83.1K - $85.4K
|
35.4K
$1.97M
|