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 07, 2025
Q3 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
9.78K+ 40.24% |
$539K - $559K
|
34.1K
$1.95M
|
|
|
Nov 07, 2025
Q3 2025
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
682+ 7.27% |
$37.6K - $39K
|
10.1K
$577K
|
|
|
Nov 07, 2025
Q3 2025
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
5.62KNew |
$310K - $321K
|
5.62K
$322K
|
|
|
Nov 06, 2025
Q3 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-4.69M- 54.23% |
$259M - $268M
|
3.96M
$227M
|
|
|
Nov 06, 2025
Q3 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
6.6KNew |
$364K - $377K
|
6.6K
$378K
|
|
|
Nov 06, 2025
Q3 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
31.8KNew |
$1.75M - $1.81M
|
31.8K
$1.82M
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
SELL
|
- |
-25K- 6.47% |
$1.38M - $1.43M
|
362K
$20.8M
|
|
|
Nov 06, 2025
Q3 2025
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
8.65K+ 14.17% |
$477K - $494K
|
69.7K
$4M
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-180- 44.23% |
$9.93K - $10.3K
|
227
$13K
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
4.62K+ 7.35% |
$255K - $264K
|
67.5K
$3.87M
|
|
|
Nov 05, 2025
Q3 2025
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
20+ 0.51% |
$1.1K - $1.14K
|
3.98K
$228K
|
|
|
Nov 05, 2025
Q3 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
167+ 0.23% |
$9.21K - $9.54K
|
73.6K
$4.22M
|
|
|
Nov 05, 2025
Q3 2025
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
SELL
|
- |
-172- 0.37% |
$9.49K - $9.83K
|
46.8K
$2.69M
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-1.02K- 4.69% |
$56K - $58K
|
20.6K
$1.18M
|
|
|
Nov 05, 2025
Q3 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
3.85KNew |
$212K - $220K
|
3.85K
$221K
|
|
|
Nov 04, 2025
Q3 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
900+ 13.01% |
$49.6K - $51.4K
|
7.82K
$448K
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
23.7K+ 36.96% |
$1.31M - $1.35M
|
87.8K
$5.03M
|
|
|
Nov 04, 2025
Q3 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
611+ 4.18% |
$33.7K - $34.9K
|
15.2K
$874K
|
|
|
Nov 04, 2025
Q3 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-1.3K- 1.62% |
$71.7K - $74.3K
|
79.1K
$4.54M
|
|
|
Nov 04, 2025
Q3 2025
|
Westside Investment Management, Inc.
|
SELL
|
- |
-747- 1.85% |
$41.2K - $42.7K
|
39.5K
$2.27M
|
|
|
Nov 04, 2025
Q3 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
23.3K+ 167.83% |
$1.29M - $1.33M
|
37.2K
$2.13M
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
BUY
|
- |
41+ 0.46% |
$2.26K - $2.34K
|
8.93K
$512K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
63.6K+ 12.24% |
$3.51M - $3.63M
|
583K
$33.4M
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
14New |
$772 - $800
|
14
$803
|
|
|
Nov 03, 2025
Q3 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
3.03K+ 288.19% |
$167K - $173K
|
4.08K
$234K
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
1.04K+ 19.63% |
$57.6K - $59.6K
|
6.36K
$365K
|
|
|
Nov 03, 2025
Q3 2025
|
Ifc Advisors LLC
Los Angeles, CA |
SELL
|
- |
-775- 3.21% |
$42.7K - $44.3K
|
23.4K
$1.34M
|
|
|
Nov 03, 2025
Q3 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-11.2K- 67.58% |
$616K - $638K
|
5.35K
$307K
|
|
|
Oct 31, 2025
Q3 2025
|
Conquis Financial LLC
Milbrae, CA |
BUY
|
- |
10.5K+ 38.96% |
$582K - $602K
|
37.6K
$2.16M
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO
|
SELL
|
- |
-1.29K- 2.34% |
$71.2K - $73.7K
|
53.9K
$3.09M
|
|
|
Oct 31, 2025
Q3 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
212+ 2.07% |
$11.7K - $12.1K
|
10.5K
$601K
|
|
|
Oct 31, 2025
Q3 2025
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
182+ 1.41% |
$10K - $10.4K
|
13.1K
$752K
|
|
|
Oct 31, 2025
Q3 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-30- 0.44% |
$1.65K - $1.71K
|
6.81K
$390K
|
|
|
Oct 31, 2025
Q3 2025
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
2.84K+ 22.97% |
$156K - $162K
|
15.2K
$871K
|
|
|
Oct 30, 2025
Q3 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
30+ 0.77% |
$1.65K - $1.71K
|
3.9K
$224K
|
|
|
Oct 30, 2025
Q3 2025
|
Bailard, Inc.
|
BUY
|
- |
89.9K+ 6.69% |
$4.96M - $5.14M
|
1.43M
$82.3M
|
|
|
Oct 30, 2025
Q3 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-3.08K- 1.51% |
$170K - $176K
|
201K
$11.5M
|
|
|
Oct 30, 2025
Q3 2025
|
Facet Wealth, Inc.
|
BUY
|
- |
114K+ 8.92% |
$6.29M - $6.52M
|
1.39M
$79.9M
|
|
|
Oct 30, 2025
Q3 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
335+ 0.52% |
$18.5K - $19.1K
|
64.8K
$3.72M
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
30.3K+ 12.65% |
$1.67M - $1.73M
|
270K
$15.5M
|
|
|
Oct 29, 2025
Q3 2025
|
De Dora Capital, Inc.
|
BUY
|
- |
905+ 1.88% |
$49.9K - $51.7K
|
49.1K
$2.81M
|
|
|
Oct 29, 2025
Q3 2025
|
Invera Wealth Advisors, LLC
Bend, OR |
SELL
|
- |
-176- 1.39% |
$9.71K - $10.1K
|
12.5K
$715K
|
|
|
Oct 29, 2025
Q3 2025
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-361- 3.54% |
$19.9K - $20.6K
|
9.83K
$564K
|
|
|
Oct 29, 2025
Q3 2025
|
Slow Capital, Inc.
|
SELL
|
- |
-33.8K- 12.73% |
$1.87M - $1.93M
|
232K
$13.3M
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
779New |
$43K - $44.5K
|
779
$44.7K
|
|
|
Oct 29, 2025
Q3 2025
|
Bank Of Stockton
|
SELL
|
- |
-24.6K- 33.73% |
$1.36M - $1.4M
|
48.3K
$2.77M
|
|
|
Oct 29, 2025
Q3 2025
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
1.56K+ 9.0% |
$86.1K - $89.2K
|
18.9K
$1.08M
|
|
|
Oct 29, 2025
Q3 2025
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
SELL
|
- |
-97- 2.15% |
$5.35K - $5.54K
|
4.41K
$253K
|
|
|
Oct 29, 2025
Q3 2025
|
Impact Investors, Inc
San Francisco, CA |
BUY
|
- |
16.2KNew |
$892K - $924K
|
16.2K
$927K
|
|
|
Oct 28, 2025
Q3 2025
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
1.41K+ 5.28% |
$78K - $80.8K
|
28.2K
$1.62M
|
|