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 |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2023
Q2 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
138+ 0.27% |
$7.73K - $7.99K
|
50.5K
$2.81M
|
|
| Q1 2023 | |||||||
|
Apr 21, 2023
Q1 2023
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
8.2KNew |
$458K - $473K
|
8.2K
$456K
|
|
|
May 12, 2023
Q1 2023
|
Jsf Financial, LLC
|
BUY
|
- |
5.87KNew |
$328K - $339K
|
5.87K
$327K
|
|
|
May 08, 2023
Q1 2023
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
5.46KNew |
$305K - $315K
|
5.46K
$304K
|
|
|
May 05, 2023
Q1 2023
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
4.9KNew |
$274K - $283K
|
4.9K
$273K
|
|
|
Apr 12, 2023
Q1 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
4.2KNew |
$234K - $242K
|
4.2K
$234K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.43KNew |
$79.6K - $82.3K
|
1.43K
$79.4K
|
|
|
May 12, 2023
Q1 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
140+ 1.78% |
$7.81K - $8.07K
|
7.99K
$444K
|
|
| Q4 2022 | |||||||
|
Jan 31, 2023
Q4 2022
|
Bank Of The West
|
BUY
|
- |
125K+ 272.58% |
$6.74M - $7.1M
|
171K
$9.49M
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
11.4KNew |
$618K - $651K
|
11.4K
$636K
|
|
|
Feb 14, 2023
Q4 2022
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
7.42K+ 41.1% |
$400K - $422K
|
25.5K
$1.42M
|
|
|
Feb 15, 2023
Q4 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
4.22KNew |
$228K - $240K
|
4.22K
$235K
|
|
|
Jan 23, 2023
Q4 2022
|
Occidental Asset Management, LLC
|
BUY
|
- |
3.75KNew |
$202K - $213K
|
3.75K
$209K
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
3.68KNew |
$199K - $210K
|
3.68K
$205K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
1.59KNew |
$85.6K - $90.2K
|
1.59K
$88.2K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
1.27KNew |
$68.3K - $72K
|
1.27K
$70.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
800+ 95.24% |
$43.2K - $45.5K
|
1.64K
$91.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
692New |
$37.4K - $39.4K
|
692
$38.5K
|
|
|
Jan 31, 2023
Q4 2022
|
Wfa Of San Diego, LLC
|
BUY
|
- |
163New |
$8.8K - $9.28K
|
163
$9.07K
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
85+ 0.4% |
$4.59K - $4.84K
|
21.3K
$1.18M
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
54New |
$2.92K - $3.07K
|
54
$3K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
25+ 0.7% |
$1.35K - $1.42K
|
3.6K
$200K
|
|
| Q3 2022 | |||||||
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
9.99K+ 5.44% |
$541K - $579K
|
194K
$10.8M
|
|
|
Oct 21, 2022
Q3 2022
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
6.45KNew |
$349K - $374K
|
6.45K
$358K
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
5.22KNew |
$283K - $303K
|
5.22K
$291K
|
|
|
Nov 16, 2022
Q3 2022
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
4KNew |
$217K - $232K
|
4K
$222K
|
|
|
Oct 21, 2022
Q3 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
4KNew |
$217K - $232K
|
4K
$222K
|
|
|
Nov 14, 2022
Q3 2022
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
3.79KNew |
$205K - $220K
|
3.79K
$211K
|
|
|
Oct 19, 2022
Q3 2022
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
3.7KNew |
$201K - $215K
|
3.7K
$206K
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
BUY
|
- |
960+ 2.99% |
$52.1K - $55.7K
|
33.1K
$1.84M
|
|
|
Nov 14, 2022
Q3 2022
|
Portfolio Solutions, LLC
Troy, MI |
BUY
|
- |
756+ 3.32% |
$41K - $43.8K
|
23.5K
$1.31M
|
|
|
Nov 02, 2022
Q3 2022
|
Ellevest, Inc.
|
BUY
|
- |
1+ 0.47% |
$54.2 - $58
|
214
$11.9K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
96.4KNew |
$5.34M - $5.6M
|
96.4K
$5.36M
|
|
|
Aug 10, 2022
Q2 2022
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
23.4KNew |
$1.3M - $1.36M
|
23.4K
$1.3M
|
|
|
Jul 18, 2022
Q2 2022
|
Caerus Investment Advisors, LLC
|
BUY
|
- |
9.26K+ 54.49% |
$513K - $538K
|
26.3K
$1.46M
|
|
|
Aug 15, 2022
Q2 2022
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
6.1KNew |
$338K - $354K
|
6.1K
$339K
|
|
|
Aug 23, 2022
Q2 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
5.86KNew |
$325K - $340K
|
5.86K
$326K
|
|
|
Aug 16, 2022
Q2 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
4.3KNew |
$238K - $250K
|
4.3K
$239K
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
750New |
$41.5K - $43.6K
|
750
$41.7K
|
|
|
Jul 13, 2022
Q2 2022
|
Hbw Advisory Services LLC
|
BUY
|
- |
172+ 4.52% |
$9.52K - $9.99K
|
3.98K
$221K
|
|
|
Nov 09, 2022
Q2 2022
|
Titus Wealth Management
Larskpur, CA |
BUY
|
- |
15+ 0.23% |
$831 - $871
|
6.48K
$361K
|
|
| Q4 2021 | |||||||
|
Jan 19, 2022
Q4 2021
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
8.72KNew |
$539K - $544K
|
8.72K
$485K
|
|
| Q3 2021 | |||||||
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
74.5KNew |
$4.62M - $4.69M
|
74.5K
$4.14M
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
3.27KNew |
$203K - $206K
|
3.27K
$182K
|
|
| Q1 2021 | |||||||
|
May 13, 2021
Q1 2021
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
1.4KNew |
$86.4K - $88.5K
|
1.4K
$77.9K
|
|
| Q4 2020 | |||||||
|
Feb 05, 2021
Q4 2020
|
Tompkins Financial Corp
|
BUY
|
- |
1.27KNew |
$78.3K - $79.7K
|
1.27K
$70.4K
|
|
| Q3 2020 | |||||||
|
Oct 26, 2020
Q3 2020
|
Meritage Portfolio Management
|
BUY
|
- |
1.6K+ 40.46% |
$99.2K - $101K
|
5.56K
$309K
|
|
| Q2 2020 | |||||||
|
Jul 30, 2020
Q2 2020
|
Park Avenue Securities LLC
|
BUY
|
- |
3.31KNew |
$195K - $206K
|
3.31K
$184K
|
|
| Q1 2020 | |||||||
|
May 07, 2020
Q1 2020
|
Evoke Wealth, LLC
|
BUY
|
- |
452New |
$24.3K - $28.5K
|
452
$25.1K
|
|
| Q4 2019 | |||||||
|
Feb 14, 2020
Q4 2019
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
4KNew |
$243K - $247K
|
4K
$222K
|
|