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 13, 2025
Q3 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
912+ 2.0% |
$50.3K - $52.1K
|
46.5K
$2.67M
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
BUY
|
- |
3.23K+ 5.91% |
$178K - $184K
|
57.8K
$3.32M
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
544+ 2.06% |
$30K - $31.1K
|
26.9K
$1.54M
|
|
|
Nov 13, 2025
Q3 2025
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
2.63K+ 6.71% |
$145K - $150K
|
41.7K
$2.39M
|
|
|
Nov 13, 2025
Q3 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
9.76K+ 72.81% |
$538K - $558K
|
23.2K
$1.33M
|
|
|
Nov 13, 2025
Q3 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-12.9K- 10.69% |
$713K - $739K
|
108K
$6.2M
|
|
|
Nov 13, 2025
Q3 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
16.4K+ 8.16% |
$905K - $937K
|
217K
$12.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-7.4K- 40.35% |
$408K - $423K
|
10.9K
$627K
|
|
|
Nov 12, 2025
Q3 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
1.43K+ 3.78% |
$78.8K - $81.6K
|
39.2K
$2.25M
|
|
|
Nov 12, 2025
Q3 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
9.14KNew |
$504K - $522K
|
9.14K
$524K
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
46.9K+ 5.56% |
$2.59M - $2.68M
|
890K
$51.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
5.84K+ 100.0% |
$322K - $334K
|
11.7K
$670K
|
|
|
Nov 12, 2025
Q3 2025
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-11.9K- 13.28% |
$654K - $678K
|
77.5K
$4.44M
|
|
|
Nov 12, 2025
Q3 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
64+ 1.14% |
$3.53K - $3.66K
|
5.68K
$326K
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
345K+ 1215.61% |
$19.1M - $19.7M
|
374K
$21.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Omega Financial Group, LLC
|
SELL
|
- |
-3.91K- 5.22% |
$216K - $223K
|
71K
$4.07M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
675+ 12.82% |
$37.2K - $38.6K
|
5.94K
$341K
|
|
|
Nov 12, 2025
Q3 2025
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-144- 8.76% |
$7.94K - $8.23K
|
1.5K
$86K
|
|
|
Nov 12, 2025
Q3 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-32.5K- 4.43% |
$1.79M - $1.85M
|
700K
$40.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
7.56K+ 19.96% |
$417K - $432K
|
45.4K
$2.61M
|
|
|
Nov 12, 2025
Q3 2025
|
Portfolio Design Labs, LLC
Encino, CA |
SELL
|
- |
-683- 4.43% |
$37.7K - $39K
|
14.7K
$844K
|
|
|
Nov 12, 2025
Q3 2025
|
Ndwm LLC
La Jolla, CA |
SELL
|
- |
-16.9K- 17.57% |
$935K - $968K
|
79.5K
$4.56M
|
|
|
Nov 12, 2025
Q3 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
27.3K+ 120.1% |
$1.5M - $1.56M
|
49.9K
$2.86M
|
|
|
Nov 12, 2025
Q3 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.34K- 4.92% |
$73.8K - $76.4K
|
25.8K
$1.48M
|
|
|
Nov 12, 2025
Q3 2025
|
Navalign, LLC
|
BUY
|
- |
10.9K+ 6.22% |
$600K - $621K
|
186K
$10.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Pfg Advisors
|
BUY
|
- |
4.28KNew |
$236K - $245K
|
4.28K
$245K
|
|
|
Nov 12, 2025
Q3 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
9.55K+ 128.47% |
$527K - $546K
|
17K
$974K
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-13.2K- 78.98% |
$729K - $755K
|
3.52K
$202K
|
|
|
Nov 12, 2025
Q3 2025
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
1.78K+ 16.73% |
$98.1K - $102K
|
12.4K
$712K
|
|
|
Nov 12, 2025
Q3 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
4.4K+ 6.15% |
$243K - $251K
|
75.9K
$4.35M
|
|
|
Nov 12, 2025
Q3 2025
|
Cibc Bancorp Usa Inc.
Chicago, IL |
BUY
|
- |
9.05KNew |
$499K - $517K
|
9.05K
$519K
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.56% |
$110 - $114
|
356
$20.4K
|
|
|
Nov 10, 2025
Q3 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
5+ 0.43% |
$276 - $286
|
1.18K
$67.6K
|
|
|
Nov 10, 2025
Q3 2025
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
318+ 1.21% |
$17.5K - $18.2K
|
26.6K
$1.53M
|
|
|
Nov 10, 2025
Q3 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
18.8K+ 0.24% |
$1.04M - $1.08M
|
7.74M
$444M
|
|
|
Nov 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
4.9K+ 4.4% |
$270K - $280K
|
116K
$6.68M
|
|
|
Nov 10, 2025
Q3 2025
|
Brio Consultants, LLC
|
SELL
|
- |
-12.4K- 6.2% |
$682K - $706K
|
187K
$10.7M
|
|
|
Nov 10, 2025
Q3 2025
|
Adviser Investments LLC
|
SELL
|
- |
-28.7K- 8.34% |
$1.58M - $1.64M
|
315K
$18.1M
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
22.8K+ 69.9% |
$1.26M - $1.3M
|
55.5K
$3.18M
|
|
|
Nov 10, 2025
Q3 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
11.8K+ 17.57% |
$651K - $674K
|
79K
$4.53M
|
|
|
Nov 10, 2025
Q3 2025
|
First American Trust, Fsb
|
BUY
|
- |
7.41K+ 7.75% |
$409K - $423K
|
103K
$5.91M
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
BUY
|
- |
10.1K+ 15.05% |
$554K - $574K
|
76.9K
$4.41M
|
|
|
Nov 10, 2025
Q3 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-73- 0.1% |
$4.03K - $4.17K
|
75.1K
$4.31M
|
|
|
Nov 10, 2025
Q3 2025
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-435- 51.12% |
$24K - $24.9K
|
416
$23.9K
|
|
|
Nov 07, 2025
Q3 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
4.53K+ 43.22% |
$250K - $259K
|
15K
$861K
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-3.82K- 16.83% |
$211K - $218K
|
18.9K
$1.08M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
54.2K+ 10.99% |
$2.99M - $3.09M
|
547K
$31.4M
|
|
|
Nov 07, 2025
Q3 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1.02KNew |
$56.4K - $58.4K
|
1.02K
$58.6K
|
|
|
Nov 07, 2025
Q3 2025
|
Syon Capital LLC
San Francisco, CA |
SELL
|
- |
-54.6K- 4.53% |
$3.01M - $3.12M
|
1.15M
$66M
|
|
|
Nov 07, 2025
Q3 2025
|
Certus Wealth Management, LLC
Redwood City, CA |
SELL
|
- |
-14.8K- 10.41% |
$816K - $845K
|
127K
$7.3M
|
|