Latest Institutional Transactions on Ishares California Muni Bond E (CMF)
This table provides information on the latest institutional transactions involving Ishares California Muni Bond E (CMF) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 15, 2026
Q4 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
28.5KNew |
$1.62M - $1.64M
|
28.5K
$1.63M
|
|
|
Jan 14, 2026
Q4 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-45- 0.17% |
$2.56K - $2.59K
|
27K
$1.55M
|
|
|
Jan 14, 2026
Q4 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
7.56K+ 46.01% |
$431K - $436K
|
24K
$1.38M
|
|
|
Jan 14, 2026
Q4 2025
|
Longview Financial Advisors LLC
San Rafael, CA |
SELL
|
- |
-88- 66.17% |
$5.01K - $5.07K
|
45
$2.58K
|
|
|
Jan 14, 2026
Q4 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
3.62K+ 37.76% |
$206K - $209K
|
13.2K
$758K
|
|
|
Jan 13, 2026
Q4 2025
|
Stonehage Fleming Financial Services Holdings LTD
|
SELL
|
- |
-38.2K- 38.01% |
$2.17M - $2.2M
|
62.3K
$3.57M
|
|
|
Jan 13, 2026
Q4 2025
|
21 West Wealth Management LLC
Tustin, CA |
BUY
|
- |
7.66K+ 18.48% |
$436K - $441K
|
49.1K
$2.82M
|
|
|
Jan 12, 2026
Q4 2025
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
18.2K+ 7.82% |
$1.04M - $1.05M
|
251K
$14.4M
|
|
|
Jan 12, 2026
Q4 2025
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
753+ 6.1% |
$42.9K - $43.4K
|
13.1K
$751K
|
|
|
Jan 12, 2026
Q4 2025
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
3.78K+ 20.75% |
$215K - $218K
|
22K
$1.26M
|
|
|
Jan 12, 2026
Q4 2025
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-2.42K- 8.3% |
$138K - $139K
|
26.7K
$1.53M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
940+ 4.26% |
$53.5K - $54.2K
|
23K
$1.32M
|
|
|
Jan 08, 2026
Q4 2025
|
Wedmont Private Capital
|
BUY
|
- |
14.2K+ 9.92% |
$809K - $818K
|
157K
$9.03M
|
|
|
Jan 08, 2026
Q4 2025
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
2.45K+ 3.73% |
$139K - $141K
|
68K
$3.9M
|
|
|
Jan 08, 2026
Q4 2025
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
186+ 0.29% |
$10.6K - $10.7K
|
63.5K
$3.64M
|
|
|
Jan 08, 2026
Q4 2025
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
14.2K+ 5.56% |
$809K - $819K
|
270K
$15.5M
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-16.1K- 62.48% |
$915K - $926K
|
9.65K
$553K
|
|
|
Jan 07, 2026
Q4 2025
|
Impac Tfolio, LLC
|
BUY
|
- |
40+ 0.8% |
$2.28K - $2.3K
|
5.01K
$287K
|
|
|
Jan 07, 2026
Q4 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
14.7KNew |
$837K - $847K
|
14.7K
$843K
|
|
|
Jan 07, 2026
Q4 2025
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
7.51K+ 30.8% |
$428K - $433K
|
31.9K
$1.83M
|
|
|
Jan 06, 2026
Q4 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-17.9K- 20.62% |
$1.02M - $1.03M
|
68.9K
$3.95M
|
|
|
Jan 02, 2026
Q4 2025
|
Boltwood Capital Management
|
BUY
|
- |
805+ 7.39% |
$45.9K - $46.4K
|
11.7K
$671K
|
|
|
Jan 02, 2026
Q4 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
518New |
$29.5K - $29.8K
|
518
$29.7K
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
211+ 4.27% |
$12K - $12.2K
|
5.15K
$295K
|
|
| Q3 2025 | |||||||
|
Jan 13, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
75.4K+ 165.6% |
$4.16M - $4.31M
|
121K
$6.93M
|
|
|
Dec 08, 2025
Q3 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
1.49KNew |
$82K - $85K
|
1.49K
$85.3K
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
2.76K+ 17.57% |
$152K - $158K
|
18.5K
$1.06M
|
|
|
Nov 25, 2025
Q3 2025
|
Kerr Financial Planning Corp
Fresno, CA |
BUY
|
- |
354New |
$19.5K - $20.2K
|
354
$20.3K
|
|
|
Nov 24, 2025
Q3 2025
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
13.1K+ 3.88% |
$723K - $749K
|
351K
$20.1M
|
|
|
Nov 24, 2025
Q3 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-1.65K- 26.19% |
$91.2K - $94.4K
|
4.66K
$267K
|
|
|
Nov 24, 2025
Q3 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
31.1K+ 8.03% |
$1.72M - $1.78M
|
418K
$24M
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-7.96K- 46.78% |
$439K - $455K
|
9.05K
$519K
|
|
|
Nov 21, 2025
Q3 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
5.82K+ 30.98% |
$321K - $332K
|
24.6K
$1.41M
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-39.5K- 11.51% |
$2.18M - $2.25M
|
303K
$17.4M
|
|
|
Nov 17, 2025
Q3 2025
|
Palisade Asset Management, LLC
|
SELL
|
- |
-1.58K- 36.93% |
$87.2K - $90.3K
|
2.7K
$155K
|
|
|
Nov 14, 2025
Q3 2025
|
Brasada Capital Management, LP
Houston, TX |
SELL
|
- |
-718- 5.02% |
$39.6K - $41K
|
13.6K
$779K
|
|
|
Nov 14, 2025
Q3 2025
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
15.5KNew |
$853K - $884K
|
15.5K
$887K
|
|
|
Nov 14, 2025
Q3 2025
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
56.4K+ 25.66% |
$3.11M - $3.22M
|
276K
$15.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
18.4K+ 73.87% |
$1.02M - $1.05M
|
43.4K
$2.49M
|
|
|
Nov 14, 2025
Q3 2025
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
69+ 0.77% |
$3.81K - $3.94K
|
8.99K
$515K
|
|
|
Nov 14, 2025
Q3 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-3.73K- 27.99% |
$206K - $213K
|
9.61K
$551K
|
|
|
Nov 14, 2025
Q3 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-1.68K- 6.1% |
$92.4K - $95.7K
|
25.8K
$1.48M
|
|
|
Nov 14, 2025
Q3 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-80.4K- 79.69% |
$4.43M - $4.59M
|
20.5K
$1.18M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
469K+ 39.98% |
$25.9M - $26.8M
|
1.64M
$94.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-7.22K- 0.41% |
$398K - $413K
|
1.77M
$101M
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
43K+ 243.32% |
$2.37M - $2.45M
|
60.6K
$3.48M
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
14.3K+ 6.08% |
$788K - $816K
|
249K
$14.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
13+ 216.67% |
$717 - $743
|
19
$1.09K
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
33K+ 37.58% |
$1.82M - $1.89M
|
121K
$6.94M
|
|
|
Nov 14, 2025
Q3 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-3.99K- 54.72% |
$220K - $228K
|
3.3K
$189K
|
|