Latest Institutional Purchases of Ishares California Muni Bond E (CMF)

CMF Quotes by TradingView

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
Feb 11, 2025 Q4 2024
Clune & Associates, Ltd.

Chicago, IL
BUY
 -
5.04K
New
$286K - $293K
5.04K $281K
Jan 08, 2025 Q4 2024
Watts Gwilliam & Co., LLC

Gilbert, AZ
BUY
 -
4.13K
New
$234K - $240K
4.13K $229K
May 14, 2025 Q4 2024
Nwf Advisory Services Inc.

Los Angeles, CA
BUY
 -
3.81K
New
$216K - $221K
3.81K $212K
Feb 13, 2025 Q4 2024
Creative One Wealth, LLC

Overland Park, KS
BUY
 -
3.61K
New
$205K - $210K
3.61K $201K
Feb 07, 2025 Q4 2024
Citizens Financial Group Inc

BUY
 -
3.6K
New
$204K - $209K
3.6K $200K
Feb 05, 2025 Q4 2024
Sherman Asset Management, Inc.

Ventura, CA
BUY
 -
3.56K
New
$202K - $207K
3.56K $198K
Jan 24, 2025 Q4 2024
Wespac Advisors So Cal, LLC

BUY
 -
2.6K
+ 49.49%
$147K - $151K
7.86K $437K
Feb 14, 2025 Q4 2024
Continuum Advisory, LLC

Eagle, ID
BUY
 -
2.42K
New
$137K - $141K
2.42K $135K
Feb 10, 2025 Q4 2024
Van Hulzen Asset Management, LLC

BUY
 -
2.19K
New
$124K - $127K
2.19K $122K
Jan 24, 2025 Q4 2024
Catalina Capital Group, LLC

Torrance, CA
BUY
 -
2.15K
+ 41.16%
$122K - $125K
7.36K $410K
Feb 14, 2025 Q4 2024
Fairview Capital Investment Management, LLC

Greenbrae, CA
BUY
 -
1.08K
+ 3.81%
$60.9K - $62.5K
29.3K $1.63M
Jan 31, 2025 Q4 2024
Global Retirement Partners, LLC

BUY
 -
1K
+ 37.78%
$56.7K - $58.1K
3.65K $203K
Feb 13, 2025 Q4 2024
Peninsula Wealth, LLC

San Francisco, CA
BUY
 -
926
+ 2.71%
$52.5K - $53.8K
35.2K $1.96M
Jan 15, 2025 Q4 2024
Hb Wealth Management, LLC

BUY
 -
876
+ 24.23%
$49.6K - $50.9K
4.49K $250K
Jan 30, 2025 Q4 2024
Asset Planning,Inc

Cypress, CA
BUY
 -
700
New
$39.7K - $40.7K
700 $38.9K
Feb 13, 2025 Q4 2024
Winthrop Capital Management, LLC

Carmel, IN
BUY
 -
242
New
$13.7K - $14.1K
242 $13.5K
Feb 12, 2025 Q4 2024
Uma Financial Services, Inc.

BUY
 -
156
New
$8.84K - $9.06K
156 $8.68K
Jan 30, 2025 Q4 2024
Principal Securities, Inc.

Des Moines, IA
BUY
 -
138
New
$7.82K - $8.02K
138 $7.68K
Jan 14, 2025 Q4 2024
Client First Capital LLC

BUY
 -
138
+ 0.15%
$7.82K - $8.02K
92.6K $5.15M
Feb 13, 2025 Q4 2024
Merriman Wealth Management, LLC

BUY
 -
98
+ 0.48%
$5.55K - $5.69K
20.4K $1.13M
Feb 14, 2025 Q4 2024
Coldstream Capital Management Inc

BUY
 -
90
+ 1.05%
$5.1K - $5.23K
8.64K $481K
Feb 05, 2025 Q4 2024
Flputnam Investment Management CO

Portland, ME
BUY
 -
50
+ 1.13%
$2.83K - $2.91K
4.46K $248K
Feb 13, 2025 Q4 2024
Maxwell Wealth Strategies Inc.

Pleasanton, CA
BUY
 -
44
+ 0.66%
$2.49K - $2.56K
6.68K $372K
Feb 05, 2025 Q4 2024
Private Trust CO Na

BUY
 -
12
+ 0.18%
$680 - $697
6.7K $372K
Q3 2024
Oct 24, 2024 Q3 2024
A16z Perennial Management, L.P.

Menlo Park, CA
BUY
 -
226K
New
$12.8M - $13.2M
226K $12.6M
Oct 24, 2024 Q3 2024
Alpha Financial Partners, LLC

Lexington, KY
BUY
 -
92.5K
New
$5.24M - $5.38M
92.5K $5.15M
Nov 06, 2024 Q3 2024
Vishria Bird Financial Group, LLC

BUY
 -
42.5K
New
$2.41M - $2.47M
42.5K $2.36M
Oct 07, 2024 Q3 2024
Alpha Cubed Investments, LLC

BUY
 -
7.27K
New
$412K - $423K
7.27K $404K
Nov 12, 2024 Q3 2024
White Pine Capital LLC

Golden Valley, MN
BUY
 -
7K
New
$397K - $407K
7K $389K
Nov 04, 2024 Q3 2024
Archvest Wealth Advisors, Inc.

BUY
 -
6.57K
New
$372K - $382K
6.57K $365K
Nov 12, 2024 Q3 2024
Elyxium Wealth, LLC

San Mateo, CA
BUY
 -
6.07K
New
$344K - $353K
6.07K $337K
Nov 05, 2024 Q3 2024
Altfest L J & CO Inc

BUY
 -
5.22K
New
$296K - $304K
5.22K $290K
Nov 14, 2024 Q3 2024
Diversified Enterprises, LLC

Wilmington, DE
BUY
 -
4.17K
New
$236K - $243K
4.17K $232K
Nov 13, 2024 Q3 2024
Clearstead Advisors, LLC

Cleveland, OH
BUY
 -
3.61K
New
$205K - $210K
3.61K $201K
Oct 23, 2024 Q3 2024
Pfg Investments, LLC

Woodbury, NY
BUY
 -
3.48K
New
$197K - $202K
3.48K $194K
Nov 04, 2024 Q3 2024
Welch & Forbes LLC

BUY
 -
3.48K
New
$197K - $202K
3.48K $194K
Oct 08, 2024 Q3 2024
Planned Solutions, Inc.

BUY
 -
3.2K
New
$181K - $186K
3.2K $178K
Nov 12, 2024 Q3 2024
Geo Wealth Management, LLC

Chicago, IL
BUY
 -
3.07K
New
$174K - $178K
3.07K $171K
Nov 06, 2024 Q3 2024
Huntington National Bank

Columbus, OH
BUY
 -
2.62K
New
$148K - $152K
2.62K $146K
Nov 08, 2024 Q3 2024
Aspen Investment Management Inc

Grand Rapids, MI
BUY
 -
2.17K
+ 24.9%
$123K - $126K
10.9K $605K
Oct 16, 2024 Q3 2024
Kowal Investment Group, LLC

Waukesha, WI
BUY
 -
2.05K
+ 4.58%
$116K - $119K
46.8K $2.6M
Dec 13, 2024 Q3 2024
National Asset Management, Inc.

Boca Raton, FL
BUY
 -
1.24K
+ 28.07%
$70K - $71.9K
5.64K $314K
Nov 12, 2024 Q3 2024
Larson Financial Group LLC

BUY
 -
750
+ 100.0%
$42.5K - $43.6K
1.5K $83.4K
Nov 13, 2024 Q3 2024
Diversified, LLC

BUY
 -
28
+ 0.68%
$1.59K - $1.63K
4.17K $232K
Nov 04, 2024 Q3 2024
Abound Wealth Management

Franklin, TN
BUY
 -
21
New
$1.19K - $1.22K
21 $1.17K
Nov 14, 2024 Q3 2024
Weaver Consulting Group

BUY
 -
2
+ 0.05%
$113 - $116
4.39K $244K
Q2 2024
Aug 13, 2024 Q2 2024
Black Rock Inc.

New York, NY
BUY
 -
118K
+ 95.85%
$6.62M - $6.73M
240K $13.4M
Aug 12, 2024 Q2 2024
Buckingham Strategic Wealth, LLC

Clayton, MO
BUY
 -
16.5K
+ 46.64%
$928K - $942K
51.8K $2.88M
Oct 29, 2024 Q2 2024
Prosperitas Financial LLC

Valencia, CA
BUY
 -
6.26K
New
$353K - $359K
6.26K $348K

Track Institutional and Insider Activities on CMF

Follow ISHARES CALIFORNIA MUNI BOND E and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells CMF shares.

Notify only if

Insider Trading

Get notified when an Ishares California Muni Bond E insider buys or sells CMF shares.

Notify only if

News

Receive news related to ISHARES CALIFORNIA MUNI BOND E

Choose your preferred platform and Sign Up 👇 Telegram Email
Track Activities on CMF