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 |
|---|---|---|---|---|---|---|---|
|
Apr 28, 2025
Q1 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
1.47K+ 5.97% |
$82.2K - $84.5K
|
26.1K
$1.45M
|
|
|
Apr 16, 2025
Q1 2025
|
Raub Brock Capital Management LP
|
BUY
|
- |
1.22K+ 0.3% |
$68.1K - $69.9K
|
413K
$22.9M
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
1.18KNew |
$65.8K - $67.6K
|
1.18K
$65.5K
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
1.14K+ 19.36% |
$63.5K - $65.3K
|
7K
$390K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
1.04KNew |
$58.2K - $59.8K
|
1.04K
$57.8K
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
1.02K+ 1.86% |
$57K - $58.6K
|
55.7K
$3.1M
|
|
|
May 15, 2025
Q1 2025
|
Destination Wealth Management
|
BUY
|
- |
999+ 5.71% |
$55.9K - $57.4K
|
18.5K
$1.03M
|
|
|
Apr 30, 2025
Q1 2025
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
907+ 1.9% |
$50.7K - $52.1K
|
48.7K
$2.71M
|
|
|
Apr 22, 2025
Q1 2025
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
785+ 17.18% |
$43.9K - $45.1K
|
5.36K
$298K
|
|
|
Apr 21, 2025
Q1 2025
|
True Link Financial Advisors, LLC
|
BUY
|
- |
710+ 6.2% |
$39.7K - $40.8K
|
12.2K
$676K
|
|
|
May 01, 2025
Q1 2025
|
Ifc Advisors LLC
Los Angeles, CA |
BUY
|
- |
579+ 2.56% |
$32.4K - $33.3K
|
23.2K
$1.29M
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
554+ 7.95% |
$31K - $31.8K
|
7.52K
$418K
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
551New |
$30.8K - $31.7K
|
551
$30.6K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
351New |
$19.6K - $20.2K
|
351
$19.5K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
351New |
$19.6K - $20.2K
|
351
$19.5K
|
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
317+ 1.26% |
$17.7K - $18.2K
|
25.6K
$1.42M
|
|
|
May 14, 2025
Q1 2025
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
266+ 1.08% |
$14.9K - $15.3K
|
24.9K
$1.39M
|
|
|
May 13, 2025
Q1 2025
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
225+ 0.62% |
$12.6K - $12.9K
|
36.5K
$2.03M
|
|
|
Apr 16, 2025
Q1 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
206+ 3.76% |
$11.5K - $11.8K
|
5.68K
$316K
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
167+ 2.93% |
$9.34K - $9.6K
|
5.87K
$327K
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
82+ 1.86% |
$4.59K - $4.71K
|
4.49K
$250K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
39+ 0.2% |
$2.18K - $2.24K
|
20K
$1.11M
|
|
|
Apr 25, 2025
Q1 2025
|
Impac Tfolio, LLC
|
BUY
|
- |
38+ 0.78% |
$2.13K - $2.18K
|
4.93K
$274K
|
|
|
Apr 25, 2025
Q1 2025
|
Wise Wealth Partners
Phoenix, AZ |
BUY
|
- |
26+ 0.49% |
$1.45K - $1.49K
|
5.37K
$299K
|
|
|
May 13, 2025
Q1 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
23+ 0.48% |
$1.29K - $1.32K
|
4.84K
$269K
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
18+ 0.46% |
$1.01K - $1.03K
|
3.96K
$220K
|
|
|
Apr 17, 2025
Q1 2025
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
17+ 0.47% |
$951 - $977
|
3.6K
$200K
|
|
|
May 15, 2025
Q1 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
14+ 0.47% |
$783 - $805
|
2.99K
$166K
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
9+ 0.16% |
$503 - $517
|
5.73K
$319K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
7+ 0.08% |
$392 - $402
|
9.08K
$505K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
5+ 0.09% |
$280 - $287
|
5.42K
$301K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
5+ 0.5% |
$280 - $287
|
1.01K
$56K
|
|
|
May 06, 2025
Q1 2025
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
2+ 0.01% |
$112 - $115
|
14.6K
$814K
|
|
|
May 02, 2025
Q1 2025
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
2+ 0.02% |
$112 - $115
|
11.4K
$632K
|
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
1+ 2.38% |
$55.9 - $57.5
|
43
$2.39K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2024 | |||||||
|
Jan 15, 2025
Q4 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
22.3KNew |
$1.26M - $1.29M
|
22.3K
$1.24M
|
|
|
Jan 24, 2025
Q4 2024
|
Leisure Capital Management
|
BUY
|
- |
18.1K+ 287.17% |
$1.02M - $1.05M
|
24.4K
$1.35M
|
|
|
Feb 14, 2025
Q4 2024
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
16.7KNew |
$949K - $973K
|
16.7K
$931K
|
|
|
Feb 26, 2025
Q4 2024
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
15.8KNew |
$896K - $918K
|
15.8K
$879K
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
13.2KNew |
$748K - $768K
|
13.2K
$735K
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
12.4KNew |
$701K - $719K
|
12.4K
$688K
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
10.7K+ 39.77% |
$605K - $620K
|
37.5K
$2.09M
|
|
|
Feb 14, 2025
Q4 2024
|
Trace Wealth Advisors, LLC
Los Angeles, CA |
BUY
|
- |
10.5KNew |
$592K - $607K
|
10.5K
$581K
|
|
|
Feb 14, 2025
Q4 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
10.3KNew |
$582K - $596K
|
10.3K
$571K
|
|
|
Apr 03, 2025
Q4 2024
|
North Berkeley Wealth Management, LLC
Berkeley, CA |
BUY
|
- |
7.15KNew |
$405K - $416K
|
7.15K
$398K
|
|
|
Feb 04, 2025
Q4 2024
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
6.44KNew |
$365K - $374K
|
6.44K
$358K
|
|
|
Jan 27, 2025
Q4 2024
|
Ledyard National Bank
|
BUY
|
- |
6KNew |
$340K - $349K
|
6K
$334K
|
|
|
Jan 23, 2025
Q4 2024
|
Manuka Financial, LLC
Richmond, VA |
BUY
|
- |
5.85KNew |
$331K - $340K
|
5.85K
$325K
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
BUY
|
- |
5.41K+ 21.89% |
$306K - $314K
|
30.1K
$1.67M
|
|