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 |
|---|---|---|---|---|---|---|---|
|
Oct 28, 2025
Q3 2025
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
615+ 1.44% |
$33.9K - $35.1K
|
43.5K
$2.49M
|
|
|
Oct 28, 2025
Q3 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-5.14K- 8.48% |
$283K - $294K
|
55.4K
$3.18M
|
|
|
Oct 28, 2025
Q3 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-7K- 18.33% |
$386K - $400K
|
31.2K
$1.79M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
9.46KNew |
$522K - $540K
|
9.46K
$543K
|
|
|
Oct 27, 2025
Q3 2025
|
West Wealth Group, LLC
|
SELL
|
- |
-12.1K- 5.05% |
$669K - $693K
|
228K
$13.1M
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group
|
BUY
|
- |
31+ 0.78% |
$1.71K - $1.77K
|
4.03K
$231K
|
|
|
Oct 27, 2025
Q3 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
149+ 3.24% |
$8.22K - $8.51K
|
4.74K
$272K
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-6.57K- 20.4% |
$362K - $375K
|
25.6K
$1.47M
|
|
|
Oct 27, 2025
Q3 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
91+ 2.44% |
$5.02K - $5.2K
|
3.82K
$219K
|
|
|
Oct 27, 2025
Q3 2025
|
Roof Eidam & Maycock
|
BUY
|
- |
17.9KNew |
$986K - $1.02M
|
17.9K
$1.02M
|
|
|
Oct 27, 2025
Q3 2025
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
1.23K+ 13.57% |
$67.8K - $70.2K
|
10.3K
$590K
|
|
|
Oct 27, 2025
Q3 2025
|
Orin Green Financial, LLC
|
SELL
|
- |
-17.2K- 5.03% |
$949K - $983K
|
325K
$18.6M
|
|
|
Oct 24, 2025
Q3 2025
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-1.36K- 7.98% |
$75.1K - $77.8K
|
15.7K
$901K
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
1.11KNew |
$61.1K - $63.3K
|
1.11K
$63.5K
|
|
|
Oct 23, 2025
Q3 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-8.26K- 25.4% |
$456K - $472K
|
24.3K
$1.39M
|
|
|
Oct 23, 2025
Q3 2025
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
413+ 6.42% |
$22.8K - $23.6K
|
6.85K
$393K
|
|
|
Oct 23, 2025
Q3 2025
|
Silver Oak Wealth Advisors Services, LLC
Los Angeles, CA |
BUY
|
- |
12.4K+ 15.57% |
$683K - $707K
|
91.9K
$5.27M
|
|
|
Oct 23, 2025
Q3 2025
|
Simpli Fi, Inc.
|
BUY
|
- |
199+ 0.77% |
$11K - $11.4K
|
26K
$1.49M
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
6.03K+ 8.54% |
$333K - $345K
|
76.7K
$4.4M
|
|
|
Oct 23, 2025
Q3 2025
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
28+ 0.77% |
$1.54K - $1.6K
|
3.65K
$210K
|
|
|
Oct 23, 2025
Q3 2025
|
Wise Wealth Partners
Phoenix, AZ |
BUY
|
- |
41+ 0.71% |
$2.26K - $2.34K
|
5.84K
$335K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-34.9K- 23.11% |
$1.93M - $2M
|
116K
$6.66M
|
|
|
Oct 22, 2025
Q3 2025
|
Verus Wealth Management, LLC
De Pere, WI |
SELL
|
- |
-130- 1.87% |
$7.17K - $7.43K
|
6.82K
$391K
|
|
|
Oct 22, 2025
Q3 2025
|
Rhs Financial, LLC
|
SELL
|
- |
-1.07K- 9.54% |
$58.9K - $61K
|
10.1K
$580K
|
|
|
Oct 22, 2025
Q3 2025
|
Foronjy Financial LLC
Los Osos, CA |
SELL
|
- |
-1.43K- 5.11% |
$79.1K - $81.9K
|
26.6K
$1.53M
|
|
|
Oct 22, 2025
Q3 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
3.17K+ 9.95% |
$175K - $181K
|
35K
$2.01M
|
|
|
Oct 22, 2025
Q3 2025
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-1.05K- 8.17% |
$57.9K - $60K
|
11.8K
$677K
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
7.02K+ 3.1% |
$387K - $401K
|
234K
$13.4M
|
|
|
Oct 22, 2025
Q3 2025
|
Aps Management Group, Inc.
Torrance, CA |
BUY
|
- |
17.9KNew |
$988K - $1.02M
|
17.9K
$1.03M
|
|
|
Oct 21, 2025
Q3 2025
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
948+ 8.26% |
$52.3K - $54.2K
|
12.4K
$712K
|
|
|
Oct 21, 2025
Q3 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
3.55KNew |
$196K - $203K
|
3.55K
$204K
|
|
|
Oct 21, 2025
Q3 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-12.3K- 20.63% |
$681K - $705K
|
47.5K
$2.73M
|
|
|
Oct 21, 2025
Q3 2025
|
Altfest L J & CO Inc
|
BUY
|
- |
951+ 18.23% |
$52.5K - $54.3K
|
6.17K
$354K
|
|
|
Oct 21, 2025
Q3 2025
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
299+ 2.5% |
$16.5K - $17.1K
|
12.3K
$704K
|
|
|
Oct 21, 2025
Q3 2025
|
Davidson Investment Advisors
|
BUY
|
- |
2.07K+ 9.58% |
$114K - $118K
|
23.7K
$1.36M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-505- 4.21% |
$27.9K - $28.9K
|
11.5K
$658K
|
|
|
Oct 21, 2025
Q3 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-11.4K- 51.09% |
$627K - $649K
|
10.9K
$624K
|
|
|
Oct 20, 2025
Q3 2025
|
Clark Asset Management, LLC
Stratham, NH |
SELL
|
- |
-2.31K- 9.86% |
$127K - $132K
|
21.1K
$1.21M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
2+ 0.01% |
$110 - $114
|
39.4K
$2.26M
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-104K- 89.66% |
$5.76M - $5.96M
|
12K
$691K
|
|
|
Oct 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-2.22K- 1.16% |
$122K - $127K
|
190K
$10.9M
|
|
|
Oct 17, 2025
Q3 2025
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
611+ 1.08% |
$33.7K - $34.9K
|
57.2K
$3.28M
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
304+ 7.9% |
$16.8K - $17.4K
|
4.15K
$238K
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
BUY
|
- |
4.72K+ 8.59% |
$260K - $270K
|
59.7K
$3.42M
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
701New |
$38.7K - $40K
|
701
$40.2K
|
|
|
Oct 16, 2025
Q3 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-1.79K- 96.76% |
$98.9K - $102K
|
60
$3.44K
|
|
|
Oct 16, 2025
Q3 2025
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-524- 7.69% |
$28.9K - $29.9K
|
6.29K
$361K
|
|
|
Oct 15, 2025
Q3 2025
|
Neumann Capital Management, LLC
|
BUY
|
- |
6KNew |
$331K - $343K
|
6K
$344K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
4.8K+ 3.9% |
$265K - $274K
|
128K
$7.34M
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
427+ 6.49% |
$23.6K - $24.4K
|
7.01K
$402K
|
|