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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2024
Q4 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
4.1KNew |
$221K - $238K
|
4.1K
$233K
|
|
|
Feb 09, 2024
Q4 2023
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
2.85K+ 17.87% |
$153K - $165K
|
18.8K
$1.07M
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.25KNew |
$67.4K - $72.6K
|
1.25K
$71.1K
|
|
|
Jan 23, 2024
Q4 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
600New |
$32.4K - $34.9K
|
600
$34.1K
|
|
| Q3 2023 | |||||||
|
Oct 16, 2023
Q3 2023
|
Investment Advisory Group, LLC
|
BUY
|
- |
11.4KNew |
$623K - $652K
|
11.4K
$649K
|
|
|
Nov 13, 2023
Q3 2023
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
BUY
|
- |
10.5KNew |
$575K - $601K
|
10.5K
$598K
|
|
|
Nov 06, 2023
Q3 2023
|
My Personal Cfo, LLC
|
BUY
|
- |
10KNew |
$547K - $572K
|
10K
$569K
|
|
|
Oct 13, 2023
Q3 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
4.21KNew |
$230K - $241K
|
4.21K
$239K
|
|
|
Nov 14, 2023
Q3 2023
|
Financial Advisors Network, Inc.
|
BUY
|
- |
4.16KNew |
$227K - $238K
|
4.16K
$236K
|
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
3.68KNew |
$201K - $210K
|
3.68K
$209K
|
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
3.48KNew |
$190K - $199K
|
3.48K
$198K
|
|
|
Nov 14, 2023
Q3 2023
|
Hall Private Wealth Advisors
|
BUY
|
- |
1.64K+ 24.2% |
$89.5K - $93.6K
|
8.4K
$478K
|
|
|
Nov 03, 2023
Q3 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
1.06K+ 27.95% |
$58K - $60.7K
|
4.86K
$277K
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
1.01KNew |
$55K - $57.6K
|
1.01K
$57.3K
|
|
|
Aug 07, 2025
Q3 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
700New |
$38.3K - $40K
|
700
$39.8K
|
|
|
Oct 23, 2023
Q3 2023
|
Financial Management Network Inc
|
BUY
|
- |
190+ 1.4% |
$10.4K - $10.9K
|
13.8K
$785K
|
|
|
Oct 18, 2023
Q3 2023
|
Gemmer Asset Management LLC
|
BUY
|
- |
35+ 0.53% |
$1.91K - $2K
|
6.6K
$375K
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1+ 1.67% |
$54.7 - $57.2
|
61
$3.47K
|
|
| Q2 2023 | |||||||
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
80.1K+ 114.44% |
$4.49M - $4.64M
|
150K
$8.54M
|
|
|
Jul 25, 2023
Q2 2023
|
Liberty Capital Management, Inc.
|
BUY
|
- |
18.1KNew |
$1.01M - $1.05M
|
18.1K
$1.03M
|
|
|
Jul 13, 2023
Q2 2023
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
347+ 1.67% |
$19.4K - $20.1K
|
21.1K
$1.2M
|
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
306+ 0.42% |
$17.1K - $17.7K
|
73.3K
$4.17M
|
|
|
Jul 10, 2023
Q2 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
138+ 0.27% |
$7.73K - $7.99K
|
50.5K
$2.88M
|
|
| Q1 2023 | |||||||
|
Apr 21, 2023
Q1 2023
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
8.2KNew |
$458K - $473K
|
8.2K
$467K
|
|
|
May 12, 2023
Q1 2023
|
Jsf Financial, LLC
|
BUY
|
- |
5.87KNew |
$328K - $339K
|
5.87K
$334K
|
|
|
May 08, 2023
Q1 2023
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
5.46KNew |
$305K - $315K
|
5.46K
$311K
|
|
|
May 05, 2023
Q1 2023
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
4.9KNew |
$274K - $283K
|
4.9K
$279K
|
|
|
Apr 12, 2023
Q1 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
4.2KNew |
$234K - $242K
|
4.2K
$239K
|
|
|
May 12, 2023
Q1 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
140+ 1.78% |
$7.81K - $8.07K
|
7.99K
$454K
|
|
| Q4 2022 | |||||||
|
Jan 31, 2023
Q4 2022
|
Bank Of The West
|
BUY
|
- |
125K+ 272.58% |
$6.74M - $7.1M
|
171K
$9.71M
|
|
|
Feb 14, 2023
Q4 2022
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
7.42K+ 41.1% |
$400K - $422K
|
25.5K
$1.45M
|
|
|
Feb 15, 2023
Q4 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
4.22KNew |
$228K - $240K
|
4.22K
$240K
|
|
|
Jan 23, 2023
Q4 2022
|
Occidental Asset Management, LLC
|
BUY
|
- |
3.75KNew |
$202K - $213K
|
3.75K
$213K
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
3.68KNew |
$199K - $210K
|
3.68K
$210K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
1.59KNew |
$85.6K - $90.2K
|
1.59K
$90.2K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
1.27KNew |
$68.3K - $72K
|
1.27K
$72K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
800+ 95.24% |
$43.2K - $45.5K
|
1.64K
$93.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
692New |
$37.4K - $39.4K
|
692
$39.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
85+ 0.4% |
$4.59K - $4.84K
|
21.3K
$1.21M
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
54New |
$2.92K - $3.07K
|
54
$3.07K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
25+ 0.7% |
$1.35K - $1.42K
|
3.6K
$205K
|
|
| Q3 2022 | |||||||
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
9.99K+ 5.44% |
$541K - $579K
|
194K
$11M
|
|
|
Oct 21, 2022
Q3 2022
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
6.45KNew |
$349K - $374K
|
6.45K
$367K
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
5.22KNew |
$283K - $303K
|
5.22K
$297K
|
|
|
Nov 16, 2022
Q3 2022
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
4KNew |
$217K - $232K
|
4K
$228K
|
|
|
Oct 21, 2022
Q3 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
4KNew |
$217K - $232K
|
4K
$228K
|
|
|
Nov 14, 2022
Q3 2022
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
3.79KNew |
$205K - $220K
|
3.79K
$216K
|
|
|
Oct 19, 2022
Q3 2022
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
3.7KNew |
$201K - $215K
|
3.7K
$211K
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
BUY
|
- |
960+ 2.99% |
$52.1K - $55.7K
|
33.1K
$1.88M
|
|
|
Nov 14, 2022
Q3 2022
|
Portfolio Solutions, LLC
Troy, MI |
BUY
|
- |
756+ 3.32% |
$41K - $43.8K
|
23.5K
$1.34M
|
|