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 08, 2025
Q2 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
1.93K+ 7.56% |
$105K - $110K
|
27.5K
$1.56M
|
|
|
Aug 11, 2025
Q2 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.56K+ 26.58% |
$85.1K - $88.5K
|
7.43K
$423K
|
|
|
Aug 14, 2025
Q2 2025
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
1.43K+ 0.43% |
$78K - $81.1K
|
338K
$19.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
1.4K+ 4.78% |
$76.3K - $79.4K
|
30.7K
$1.75M
|
|
|
Aug 14, 2025
Q2 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
1.32K+ 4.34% |
$72.2K - $75.1K
|
31.8K
$1.81M
|
|
|
Jul 18, 2025
Q2 2025
|
Simpli Fi, Inc.
|
BUY
|
- |
1.17K+ 4.73% |
$63.7K - $66.2K
|
25.8K
$1.47M
|
|
|
Aug 14, 2025
Q2 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
1.11K+ 18.4% |
$60.4K - $62.8K
|
7.13K
$406K
|
|
|
Aug 12, 2025
Q2 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
1.09K+ 14.01% |
$59.4K - $61.8K
|
8.87K
$505K
|
|
|
Jul 16, 2025
Q2 2025
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
1.05K+ 8.89% |
$57.2K - $59.5K
|
12.9K
$732K
|
|
|
Jul 25, 2025
Q2 2025
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
1.01K+ 1.55% |
$55.1K - $57.3K
|
66.2K
$3.77M
|
|
|
Jul 28, 2025
Q2 2025
|
Ifc Advisors LLC
Los Angeles, CA |
BUY
|
- |
941+ 4.05% |
$51.3K - $53.4K
|
24.2K
$1.38M
|
|
|
Aug 08, 2025
Q2 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
825+ 13.54% |
$45K - $46.8K
|
6.92K
$394K
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
BUY
|
- |
498+ 1.65% |
$27.2K - $28.2K
|
30.6K
$1.74M
|
|
|
Aug 14, 2025
Q2 2025
|
Wfa Of San Diego, LLC
|
BUY
|
- |
465New |
$25.4K - $26.4K
|
465
$26.5K
|
|
|
Jul 18, 2025
Q2 2025
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
455+ 0.81% |
$24.8K - $25.8K
|
56.6K
$3.22M
|
|
|
Jul 23, 2025
Q2 2025
|
Wise Wealth Partners
Phoenix, AZ |
BUY
|
- |
428+ 7.97% |
$23.3K - $24.3K
|
5.8K
$330K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
407New |
$22.2K - $23.1K
|
407
$23.2K
|
|
|
Aug 08, 2025
Q2 2025
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
380+ 6.3% |
$20.7K - $21.5K
|
6.41K
$365K
|
|
|
Jul 16, 2025
Q2 2025
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
330+ 2.62% |
$18K - $18.7K
|
12.9K
$736K
|
|
|
Jul 21, 2025
Q2 2025
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
324+ 2.91% |
$17.7K - $18.4K
|
11.5K
$653K
|
|
|
Jul 29, 2025
Q2 2025
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
283+ 7.7% |
$15.4K - $16K
|
3.96K
$225K
|
|
|
Jul 17, 2025
Q2 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
241+ 1.01% |
$13.1K - $13.7K
|
24K
$1.36M
|
|
|
Aug 11, 2025
Q2 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
213+ 1.48% |
$11.6K - $12.1K
|
14.6K
$832K
|
|
|
Aug 14, 2025
Q2 2025
|
Sherman Asset Management, Inc.
Ventura, CA |
BUY
|
- |
181+ 5.08% |
$9.87K - $10.3K
|
3.74K
$213K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
171+ 11.4% |
$9.32K - $9.7K
|
1.67K
$95.1K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
164+ 3.45% |
$8.94K - $9.3K
|
4.91K
$279K
|
|
|
Jul 30, 2025
Q2 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
137+ 2.05% |
$7.47K - $7.77K
|
6.81K
$388K
|
|
|
Aug 11, 2025
Q2 2025
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
117New |
$6.38K - $6.63K
|
117
$6.66K
|
|
|
Jul 30, 2025
Q2 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
105+ 2.34% |
$5.72K - $5.95K
|
4.59K
$261K
|
|
|
Aug 12, 2025
Q2 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
104+ 9.72% |
$5.67K - $5.9K
|
1.17K
$66.8K
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
81+ 0.11% |
$4.42K - $4.59K
|
70.7K
$4.02M
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
69+ 0.44% |
$3.76K - $3.91K
|
15.7K
$895K
|
|
|
Aug 05, 2025
Q2 2025
|
Key F Inancial Inc
|
BUY
|
- |
69New |
$3.76K - $3.91K
|
69
$3.93K
|
|
|
Aug 08, 2025
Q2 2025
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
67+ 0.76% |
$3.65K - $3.8K
|
8.92K
$507K
|
|
|
Aug 06, 2025
Q2 2025
|
Longview Financial Advisors LLC
San Rafael, CA |
BUY
|
- |
66+ 78.57% |
$3.6K - $3.74K
|
150
$8.54K
|
|
|
Aug 14, 2025
Q2 2025
|
Ieq Capital, LLC
|
BUY
|
- |
63+ 0.29% |
$3.43K - $3.57K
|
21.9K
$1.25M
|
|
|
Aug 05, 2025
Q2 2025
|
Simplex Trading, LLC
|
BUY
|
- |
39New |
$2.13K - $2.21K
|
39
$2.22K
|
|
|
Jul 21, 2025
Q2 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
33New |
$1.8K - $1.87K
|
33
$1.88K
|
|
|
Jul 23, 2025
Q2 2025
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
28+ 0.78% |
$1.53K - $1.59K
|
3.63K
$206K
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
27+ 0.62% |
$1.47K - $1.53K
|
4.41K
$251K
|
|
|
Aug 14, 2025
Q2 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
23+ 0.77% |
$1.25K - $1.3K
|
3.01K
$171K
|
|
|
Jul 11, 2025
Q2 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
10+ 0.02% |
$545 - $567
|
64.5K
$3.67M
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
6New |
$327 - $340
|
6
$341
|
|
|
Jul 31, 2025
Q2 2025
|
Ballast Advisors LLC
|
BUY
|
- |
5+ 1.23% |
$273 - $284
|
410
$23.3K
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.85% |
$164 - $170
|
354
$20.1K
|
|
|
Aug 08, 2025
Q2 2025
|
Omega Financial Group, LLC
|
BUY
|
- |
1+ 0.0% |
$54.5 - $56.7
|
74.9K
$4.26M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
Sep 15, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
2.54M+ 32.95% |
$142M - $146M
|
10.3M
$584M
|
|
|
May 15, 2025
Q1 2025
|
Strive Asset Management, LLC
Dublin, OH |
BUY
|
- |
101KNew |
$5.62M - $5.78M
|
101K
$5.72M
|
|
|
May 14, 2025
Q1 2025
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
36.9K+ 133.92% |
$2.07M - $2.12M
|
64.5K
$3.67M
|
|