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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.04K- 3.03% |
$57.2K - $59.2K
|
33.2K
$1.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
5.62K+ 2.3% |
$310K - $321K
|
250K
$14.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.19K+ 1.35% |
$121K - $125K
|
164K
$9.39M
|
|
|
Nov 14, 2025
Q3 2025
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-425- 1.38% |
$23.4K - $24.3K
|
30.3K
$1.74M
|
|
|
Nov 14, 2025
Q3 2025
|
Fca Corp
Houston, TX |
SELL
|
- |
-730- 16.72% |
$40.3K - $41.7K
|
3.64K
$209K
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
13K+ 15.34% |
$719K - $744K
|
98K
$5.62M
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-9K- 26.49% |
$497K - $514K
|
25K
$1.43M
|
|
|
Nov 14, 2025
Q3 2025
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-40- 1.98% |
$2.21K - $2.29K
|
1.98K
$113K
|
|
|
Nov 14, 2025
Q3 2025
|
Hamilton Wealth, LLC
|
SELL
|
- |
-21.7K- 71.49% |
$1.2M - $1.24M
|
8.67K
$497K
|
|
|
Nov 14, 2025
Q3 2025
|
Ieq Capital, LLC
|
BUY
|
- |
3.99K+ 18.23% |
$220K - $228K
|
25.9K
$1.49M
|
|
|
Nov 14, 2025
Q3 2025
|
Destination Wealth Management
|
BUY
|
- |
4.75K+ 26.55% |
$262K - $272K
|
22.7K
$1.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
13K+ 6.48% |
$716K - $742K
|
213K
$12.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
9.48KNew |
$523K - $542K
|
9.48K
$544K
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-20.9K- 15.98% |
$1.15M - $1.2M
|
110K
$6.31M
|
|
|
Nov 14, 2025
Q3 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
37+ 0.76% |
$2.04K - $2.11K
|
4.88K
$280K
|
|
|
Nov 14, 2025
Q3 2025
|
Tme Financial, Inc.
Huntington Beach, CA |
BUY
|
- |
174+ 2.18% |
$9.6K - $9.94K
|
8.17K
$469K
|
|
|
Nov 14, 2025
Q3 2025
|
Argyle Capital Partners, LLC
Los Angeles, CA |
SELL
|
- |
-6.97K- 30.48% |
$384K - $398K
|
15.9K
$911K
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-85.3K- 73.22% |
$4.7M - $4.87M
|
31.2K
$1.79M
|
|
|
Nov 14, 2025
Q3 2025
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-175K- 33.48% |
$9.63M - $9.97M
|
347K
$19.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Strive Asset Management, LLC
Dublin, OH |
BUY
|
- |
27.8K+ 38.14% |
$1.53M - $1.59M
|
101K
$5.77M
|
|
|
Nov 14, 2025
Q3 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
581+ 3.98% |
$32K - $33.2K
|
15.2K
$870K
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
28.9K+ 85.02% |
$1.6M - $1.65M
|
63K
$3.61M
|
|
|
Nov 14, 2025
Q3 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
23+ 0.76% |
$1.27K - $1.31K
|
3.03K
$174K
|
|
|
Nov 14, 2025
Q3 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-1.42K- 2.67% |
$78.3K - $81.1K
|
51.8K
$2.97M
|
|
|
Nov 14, 2025
Q3 2025
|
Brown Advisory Inc
|
BUY
|
- |
29+ 0.24% |
$1.6K - $1.66K
|
12K
$689K
|
|
|
Nov 14, 2025
Q3 2025
|
Old Mission Capital LLC
|
SELL
|
- |
-13K- 34.39% |
$717K - $743K
|
24.8K
$1.42M
|
|
|
Nov 14, 2025
Q3 2025
|
Sfe Investment Counsel
Los Angeles, CA |
SELL
|
- |
-2.1K- 34.45% |
$116K - $120K
|
4K
$229K
|
|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
115K+ 29.99% |
$6.33M - $6.56M
|
497K
$28.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
6.03KNew |
$333K - $345K
|
6.03K
$346K
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
98K+ 44.59% |
$5.4M - $5.6M
|
318K
$18.2M
|
|
|
Nov 14, 2025
Q3 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-23.5K- 53.92% |
$1.3M - $1.34M
|
20.1K
$1.15M
|
|
|
Nov 14, 2025
Q3 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-503- 7.06% |
$27.7K - $28.7K
|
6.63K
$380K
|
|
|
Nov 14, 2025
Q3 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-46- 1.17% |
$2.54K - $2.63K
|
3.88K
$222K
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
50K+ 6.04% |
$2.76M - $2.85M
|
877K
$50.3M
|
|
|
Nov 13, 2025
Q3 2025
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
26.2K+ 40.47% |
$1.45M - $1.5M
|
90.9K
$5.22M
|
|
|
Nov 13, 2025
Q3 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
157K+ 103.5% |
$8.64M - $8.95M
|
308K
$17.7M
|
|
|
Nov 13, 2025
Q3 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
16K+ 19.95% |
$884K - $916K
|
96.4K
$5.53M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
SELL
|
- |
-44.4K- 7.68% |
$2.45M - $2.53M
|
533K
$30.6M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
36.6K+ 7.81% |
$2.02M - $2.09M
|
506K
$29M
|
|
|
Nov 13, 2025
Q3 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
68.3K+ 56.34% |
$3.77M - $3.9M
|
190K
$10.9M
|
|
|
Nov 13, 2025
Q3 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
11.6K+ 28.98% |
$641K - $664K
|
51.8K
$2.97M
|
|
|
Nov 13, 2025
Q3 2025
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
5.08KNew |
$280K - $290K
|
5.08K
$291K
|
|
|
Nov 13, 2025
Q3 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
1.02K+ 23.71% |
$56.4K - $58.4K
|
5.34K
$306K
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
12.7K+ 10.14% |
$698K - $723K
|
138K
$7.89M
|
|
|
Nov 13, 2025
Q3 2025
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-12.3K- 56.33% |
$680K - $705K
|
9.56K
$548K
|
|
|
Nov 13, 2025
Q3 2025
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-10.1K- 62.06% |
$557K - $577K
|
6.17K
$354K
|
|
|
Nov 13, 2025
Q3 2025
|
Camden Capital, LLC
|
BUY
|
- |
8.76KNew |
$483K - $500K
|
8.76K
$502K
|
|
|
Nov 13, 2025
Q3 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
19.8K+ 7.2% |
$1.09M - $1.13M
|
294K
$16.9M
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-1.79M- 99.63% |
$98.5M - $102M
|
6.62K
$379K
|
|
|
Nov 13, 2025
Q3 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-33.2K- 29.82% |
$1.83M - $1.89M
|
78K
$4.47M
|
|