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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2020
Q1 2020
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-50Closed |
$2.69K - $3.15K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Retirement Capital Strategies
|
SELL
|
- |
-5.54KClosed |
$298K - $349K
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-4.73KClosed |
$254K - $297K
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-20KClosed |
$1.08M - $1.26M
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Evoke Wealth, LLC
|
BUY
|
- |
452New |
$24.3K - $28.5K
|
452
$25.6K
|
|
|
Apr 27, 2020
Q1 2020
|
Sonata Capital Group Inc
|
SELL
|
- |
-1.71K- 26.91% |
$91.7K - $107K
|
4.63K
$262K
|
|
|
Apr 24, 2020
Q1 2020
|
Tfg Advisers LLC
|
SELL
|
- |
-978Closed |
$52.6K - $61.6K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 14, 2020
Q4 2019
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
4KNew |
$243K - $247K
|
4K
$226K
|
|
|
Feb 13, 2020
Q4 2019
|
First Manhattan CO
New York, NY |
BUY
|
- |
361New |
$21.9K - $22.3K
|
361
$20.4K
|
|
| Q3 2019 | |||||||
|
Nov 14, 2019
Q3 2019
|
Avestar Capital, LLC
|
SELL
|
- |
-250Closed |
$15.1K - $15.5K
|
0
$0
|
|
|
Nov 13, 2019
Q3 2019
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
4.6KNew |
$278K - $285K
|
4.6K
$260K
|
|
| Q2 2019 | |||||||
|
Aug 14, 2019
Q2 2019
|
Family Management Corp
New York, NY |
SELL
|
- |
-4.89KClosed |
$290K - $297K
|
0
$0
|
|
|
Aug 13, 2019
Q2 2019
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-10.7KClosed |
$634K - $649K
|
0
$0
|
|
|
Aug 09, 2019
Q2 2019
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
432KNew |
$25.6M - $26.2M
|
432K
$24.4M
|
|
|
Aug 08, 2019
Q2 2019
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-5.19KClosed |
$307K - $315K
|
0
$0
|
|
|
Aug 07, 2019
Q2 2019
|
Spectrum Wealth Advisory Group, LLC
|
SELL
|
- |
-6.43KClosed |
$381K - $390K
|
0
$0
|
|
|
Aug 07, 2019
Q2 2019
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-14.2KClosed |
$839K - $858K
|
0
$0
|
|
|
Aug 07, 2019
Q2 2019
|
Pictet North America Advisors Sa
|
SELL
|
- |
-14.2KClosed |
$839K - $858K
|
0
$0
|
|
| Q1 2019 | |||||||
|
Feb 13, 2024
Q1 2019
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-150Closed |
$8.74K - $8.94K
|
0
$0
|
|
|
May 14, 2019
Q1 2019
|
Capital Directions Investment Advisors, LLC
|
SELL
|
- |
-264Closed |
$15.4K - $15.7K
|
0
$0
|
|
|
May 14, 2019
Q1 2019
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-5.7KClosed |
$332K - $340K
|
0
$0
|
|
|
Apr 30, 2019
Q1 2019
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-15KClosed |
$872K - $891K
|
0
$0
|
|
|
Apr 23, 2019
Q1 2019
|
Bartlett & Co. LLC
|
SELL
|
- |
-150Closed |
$8.74K - $8.94K
|
0
$0
|
|
|
Apr 16, 2019
Q1 2019
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-4.75KClosed |
$277K - $283K
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 14, 2019
Q4 2018
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-9.29KClosed |
$529K - $543K
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Regis Management CO LLC
|
SELL
|
- |
-57.5KClosed |
$3.27M - $3.36M
|
0
$0
|
|
|
Feb 13, 2019
Q4 2018
|
Mirador Capital Partners LP
|
SELL
|
- |
-3.68KClosed |
$210K - $215K
|
0
$0
|
|
|
Feb 07, 2019
Q4 2018
|
B. Riley Financial, Inc.
Los Angeles, CA |
SELL
|
- |
-6.38KClosed |
$363K - $373K
|
0
$0
|
|
|
Feb 04, 2019
Q4 2018
|
Gamble Jones Investment Counsel
|
SELL
|
- |
-7.77KClosed |
$442K - $454K
|
0
$0
|
|
|
Jan 17, 2019
Q4 2018
|
Kcs Wealth Advisory
|
SELL
|
- |
-8.7KClosed |
$496K - $509K
|
0
$0
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
SELL
|
- |
-3.6KClosed |
$208K - $212K
|
0
$0
|
|
|
Nov 05, 2018
Q3 2018
|
Centaurus Financial, Inc.
|
SELL
|
- |
-1.17KClosed |
$67.6K - $68.7K
|
0
$0
|
|
|
Oct 24, 2018
Q3 2018
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-530Closed |
$30.6K - $31.1K
|
0
$0
|
|
|
Oct 09, 2018
Q3 2018
|
Acg Wealth
|
SELL
|
- |
-8.93KClosed |
$516K - $524K
|
0
$0
|
|
| Q2 2018 | |||||||
|
Jul 30, 2018
Q2 2018
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-10.7KClosed |
$618K - $628K
|
0
$0
|
|
| Q1 2018 | |||||||
|
May 08, 2018
Q1 2018
|
Jacobson & Schmitt Advisors, LLC
|
BUY
|
- |
1.27KNew |
$73.8K - $75.4K
|
1.27K
$71.9K
|
|
|
Apr 24, 2018
Q1 2018
|
Hollencrest Capital Management
|
SELL
|
- |
-3.41KClosed |
$198K - $202K
|
0
$0
|
|
| Q4 2017 | |||||||
|
Feb 14, 2018
Q4 2017
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-4.62KClosed |
$271K - $275K
|
0
$0
|
|
|
Feb 14, 2018
Q4 2017
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1+ 100.0% |
$58.7 - $59.6
|
2
$113
|
|
| Q3 2017 | |||||||
|
Oct 12, 2017
Q3 2017
|
Advisory Services Network, LLC
|
SELL
|
- |
-263Closed |
$15.6K - $15.6K
|
0
$0
|
|
| Q2 2017 | |||||||
|
Sep 07, 2021
Q2 2017
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-500Closed |
N/A
|
0
$0
|
|