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 12, 2025 Q4 2024
Uma Financial Services, Inc.

BUY
 -
156
New
$8.84K - $9.06K
156 $8.88K
Jan 30, 2025 Q4 2024
Principal Securities, Inc.

Des Moines, IA
BUY
 -
138
New
$7.82K - $8.02K
138 $7.85K
Jan 14, 2025 Q4 2024
Client First Capital LLC

BUY
 -
138
+ 0.15%
$7.82K - $8.02K
92.6K $5.27M
Feb 13, 2025 Q4 2024
Merriman Wealth Management, LLC

BUY
 -
98
+ 0.48%
$5.55K - $5.69K
20.4K $1.16M
Feb 05, 2025 Q4 2024
Flputnam Investment Management CO

Portland, ME
BUY
 -
50
+ 1.13%
$2.83K - $2.91K
4.46K $254K
Feb 13, 2025 Q4 2024
Maxwell Wealth Strategies Inc.

Pleasanton, CA
BUY
 -
44
+ 0.66%
$2.49K - $2.56K
6.68K $380K
Q3 2024
Oct 24, 2024 Q3 2024
A16z Perennial Management, L.P.

Menlo Park, CA
BUY
 -
226K
New
$12.8M - $13.2M
226K $12.9M
Oct 24, 2024 Q3 2024
Alpha Financial Partners, LLC

Lexington, KY
BUY
 -
92.5K
New
$5.24M - $5.38M
92.5K $5.26M
Nov 06, 2024 Q3 2024
Vishria Bird Financial Group, LLC

BUY
 -
42.5K
New
$2.41M - $2.47M
42.5K $2.42M
Oct 07, 2024 Q3 2024
Alpha Cubed Investments, LLC

BUY
 -
7.27K
New
$412K - $423K
7.27K $414K
Nov 04, 2024 Q3 2024
Archvest Wealth Advisors, Inc.

BUY
 -
6.57K
New
$372K - $382K
6.57K $374K
Nov 05, 2024 Q3 2024
Altfest L J & CO Inc

BUY
 -
5.22K
New
$296K - $304K
5.22K $297K
Nov 14, 2024 Q3 2024
Diversified Enterprises, LLC

Wilmington, DE
BUY
 -
4.17K
New
$236K - $243K
4.17K $237K
Nov 13, 2024 Q3 2024
Clearstead Advisors, LLC

Cleveland, OH
BUY
 -
3.61K
New
$205K - $210K
3.61K $206K
Oct 23, 2024 Q3 2024
Pfg Investments, LLC

Woodbury, NY
BUY
 -
3.48K
New
$197K - $202K
3.48K $198K
Nov 04, 2024 Q3 2024
Welch & Forbes LLC

BUY
 -
3.48K
New
$197K - $202K
3.48K $198K
Oct 08, 2024 Q3 2024
Planned Solutions, Inc.

BUY
 -
3.2K
New
$181K - $186K
3.2K $182K
Nov 12, 2024 Q3 2024
Geo Wealth Management, LLC

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

Columbus, OH
BUY
 -
2.62K
New
$148K - $152K
2.62K $149K
Oct 16, 2024 Q3 2024
Kowal Investment Group, LLC

Waukesha, WI
BUY
 -
2.05K
+ 4.58%
$116K - $119K
46.8K $2.66M
Dec 13, 2024 Q3 2024
National Asset Management, Inc.

Boca Raton, FL
BUY
 -
1.24K
+ 28.07%
$70K - $71.9K
5.64K $321K
Nov 13, 2024 Q3 2024
Diversified, LLC

BUY
 -
28
+ 0.68%
$1.59K - $1.63K
4.17K $237K
Nov 04, 2024 Q3 2024
Abound Wealth Management

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

BUY
 -
2
+ 0.05%
$113 - $116
4.39K $250K
Q2 2024
Aug 13, 2024 Q2 2024
Black Rock Inc.

New York, NY
BUY
 -
118K
+ 95.85%
$6.62M - $6.73M
240K $13.7M
Aug 12, 2024 Q2 2024
Buckingham Strategic Wealth, LLC

Clayton, MO
BUY
 -
16.5K
+ 46.64%
$928K - $942K
51.8K $2.94M
Oct 29, 2024 Q2 2024
Prosperitas Financial LLC

Valencia, CA
BUY
 -
6.26K
New
$353K - $359K
6.26K $356K
Aug 14, 2024 Q2 2024
Wolverine Trading, LLC

Chicago, IL
BUY
 PUT
4.5K
New
$254K - $258K
4.5K $256K
Apr 22, 2025 Q2 2024
North Rock Partners, LLC

BUY
 -
1.42K
New
$79.9K - $81.1K
1.42K $80.6K
Jul 29, 2024 Q2 2024
Crewe Advisors LLC

BUY
 -
875
New
$49.3K - $50.1K
875 $49.8K
Jul 30, 2024 Q2 2024
Rothschild Investment LLC

Chicago, IL
BUY
 -
750
New
$42.3K - $42.9K
750 $42.7K
Jul 31, 2024 Q2 2024
Aptus Capital Advisors, LLC

BUY
 -
704
New
$39.7K - $40.3K
704 $40.1K
Aug 13, 2024 Q2 2024
Bessemer Group Inc

Woodbridge, NJ
BUY
 -
600
New
$33.8K - $34.4K
600 $34.1K
Aug 14, 2024 Q2 2024
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
1
+ 0.89%
$56.4 - $57.3
113 $6.43K
Q1 2024
May 08, 2024 Q1 2024
Charles Schwab Investment Advisory, Inc.

San Francisco, CA
BUY
 -
499K
+ 5.49%
$28.6M - $28.9M
9.58M $545M
May 03, 2024 Q1 2024
Petix & Botte CO

BUY
 -
17K
New
$974K - $986K
17K $967K
Apr 26, 2024 Q1 2024
Tenon Financial LLC

Metuchen, NJ
BUY
 -
12.8K
New
$734K - $743K
12.8K $728K
May 14, 2024 Q1 2024
Cetera Advisors LLC

Denver, CO
BUY
 -
11.8K
New
$676K - $684K
11.8K $671K
May 14, 2024 Q1 2024
Zions Bancorporation, N.A.

BUY
 -
10K
New
$573K - $580K
10K $569K
May 06, 2024 Q1 2024
Topel & Distasi Wealth Management, LLC

BUY
 -
6.08K
+ 55.76%
$349K - $353K
17K $967K
Apr 12, 2024 Q1 2024
Southland Equity Partners LLC

Wildwood, MO
BUY
 -
4.32K
New
$248K - $251K
4.32K $246K
Apr 10, 2024 Q1 2024
Wedmont Private Capital

BUY
 -
1.09K
+ 4.77%
$62.5K - $63.3K
24K $1.36M
May 13, 2024 Q1 2024
Cassady Schiller Wealth Management, LLC

Cincinnati, OH
BUY
 -
519
+ 14.1%
$29.8K - $30.1K
4.2K $239K
Apr 24, 2024 Q1 2024
Spire Wealth Management

BUY
 -
415
+ 15.89%
$23.8K - $24.1K
3.03K $172K
May 15, 2024 Q1 2024
Silver Coast Investments LLC

San Diego, X1
BUY
 -
68
+ 1.66%
$3.9K - $3.95K
4.16K $236K
Q4 2023
Jan 26, 2024 Q4 2023
Signature Estate & Investment Advisors LLC

BUY
 -
119K
New
$6.44M - $6.94M
119K $6.8M
Apr 22, 2024 Q4 2023
Invera Wealth Advisors, LLC

Bend, OR
BUY
 -
21.4K
New
$1.15M - $1.24M
21.4K $1.22M
Feb 14, 2024 Q4 2023
Ae Wealth Management LLC

BUY
 -
15.8K
New
$852K - $918K
15.8K $899K
Feb 13, 2024 Q4 2023
Vantage Financial Partners Ltd., Inc.

BUY
 -
4.3K
New
$232K - $250K
4.3K $245K

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