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, 2024
Q3 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
4.17KNew |
$236K - $243K
|
4.17K
$236K
|
|
Nov 14, 2024
Q3 2024
|
Hamilton Wealth, LLC
|
SELL
|
- |
-79.3K- 60.65% |
$4.49M - $4.61M
|
51.5K
$2.91M
|
|
Nov 14, 2024
Q3 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
6.14KNew |
$348K - $357K
|
6.14K
$347K
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
CALL |
-1K- 16.67% |
$56.7K - $58.2K
|
5K
$283K
|
|
Nov 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
6.3KNew |
$357K - $366K
|
6.3K
$356K
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
52.6KNew |
$2.98M - $3.06M
|
52.6K
$2.97M
|
|
Nov 13, 2024
Q3 2024
|
Diversified, LLC
|
BUY
|
- |
28+ 0.68% |
$1.59K - $1.63K
|
4.17K
$236K
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.61KNew |
$205K - $210K
|
3.61K
$204K
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-400- 3.72% |
$22.7K - $23.3K
|
10.4K
$585K
|
|
Nov 12, 2024
Q3 2024
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
7KNew |
$397K - $407K
|
7K
$396K
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.07KNew |
$174K - $178K
|
3.07K
$173K
|
|
Nov 12, 2024
Q3 2024
|
Elyxium Wealth, LLC
San Mateo, CA |
BUY
|
- |
6.07KNew |
$344K - $353K
|
6.07K
$343K
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
750+ 100.0% |
$42.5K - $43.6K
|
1.5K
$84.8K
|
|
Nov 08, 2024
Q3 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
2.17K+ 24.9% |
$123K - $126K
|
10.9K
$615K
|
|
Nov 07, 2024
Q3 2024
|
Lm Advisors LLC
San Diego, CA |
SELL
|
- |
-1K- 5.79% |
$56.7K - $58.2K
|
16.3K
$920K
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
2.62KNew |
$148K - $152K
|
2.62K
$148K
|
|
Nov 06, 2024
Q3 2024
|
Neumann Capital Management, LLC
|
SELL
|
- |
-8.8K- 52.38% |
$499K - $512K
|
8K
$452K
|
|
Nov 06, 2024
Q3 2024
|
Vishria Bird Financial Group, LLC
|
BUY
|
- |
42.5KNew |
$2.41M - $2.47M
|
42.5K
$2.4M
|
|
Nov 05, 2024
Q3 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
5.22KNew |
$296K - $304K
|
5.22K
$295K
|
|
Nov 04, 2024
Q3 2024
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
1.03K+ 8.55% |
$58.2K - $59.8K
|
13.1K
$738K
|
|
Nov 04, 2024
Q3 2024
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
6.57KNew |
$372K - $382K
|
6.57K
$371K
|
|
Nov 04, 2024
Q3 2024
|
Welch & Forbes LLC
|
BUY
|
- |
3.48KNew |
$197K - $202K
|
3.48K
$197K
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
21New |
$1.19K - $1.22K
|
21
$1.19K
|
|
Oct 24, 2024
Q3 2024
|
A16z Perennial Management, L.P.
Menlo Park, CA |
BUY
|
- |
226KNew |
$12.8M - $13.2M
|
226K
$12.8M
|
|
Oct 24, 2024
Q3 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
92.5KNew |
$5.24M - $5.38M
|
92.5K
$5.23M
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
3.48KNew |
$197K - $202K
|
3.48K
$197K
|
|
Oct 22, 2024
Q3 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
12+ 0.61% |
$680 - $698
|
1.97K
$111K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-209- 1.45% |
$11.8K - $12.2K
|
14.2K
$805K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-4.87K- 2.89% |
$276K - $283K
|
164K
$9.26M
|
|
Oct 18, 2024
Q3 2024
|
One Degree Advisors Inc
San Diego, CA |
SELL
|
- |
-12.5K- 72.6% |
$710K - $729K
|
4.73K
$267K
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
2.05K+ 4.58% |
$116K - $119K
|
46.8K
$2.65M
|
|
Oct 10, 2024
Q3 2024
|
Paragon Capital Management LTD
|
BUY
|
- |
3.08K+ 64.54% |
$175K - $179K
|
7.86K
$444K
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
3.2KNew |
$181K - $186K
|
3.2K
$181K
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
1.26KNew |
$71.2K - $73.1K
|
1.26K
$71K
|
|
Oct 07, 2024
Q3 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
7.27KNew |
$412K - $423K
|
7.27K
$411K
|
|
Q2 2024 | |||||||
Oct 29, 2024
Q2 2024
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
6.26KNew |
$353K - $359K
|
6.26K
$354K
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1+ 0.89% |
$56.4 - $57.3
|
113
$6.39K
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
5.44KNew |
$306K - $311K
|
5.44K
$307K
|
|
Aug 14, 2024
Q2 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
PUT |
4.5KNew |
$254K - $258K
|
4.5K
$254K
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
118K+ 95.85% |
$6.62M - $6.73M
|
240K
$13.6M
|
|
Aug 13, 2024
Q2 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
600New |
$33.8K - $34.4K
|
600
$33.9K
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
16.5K+ 46.64% |
$928K - $942K
|
51.8K
$2.93M
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
704New |
$39.7K - $40.3K
|
704
$39.8K
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
750New |
$42.3K - $42.9K
|
750
$42.4K
|
|
Jul 30, 2024
Q2 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
4.12K+ 50.55% |
$232K - $236K
|
12.3K
$694K
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
BUY
|
- |
875New |
$49.3K - $50.1K
|
875
$49.5K
|
|
Jul 19, 2024
Q2 2024
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-3.03K- 24.74% |
$171K - $173K
|
9.21K
$521K
|
|
Jul 02, 2024
Q2 2024
|
Shanker Valleau Wealth Advisors, Inc.
|
SELL
|
- |
-1.04K- 14.12% |
$58.4K - $59.3K
|
6.3K
$356K
|
|
Q1 2024 | |||||||
May 15, 2024
Q1 2024
|
Silver Coast Investments LLC
San Diego, X1 |
BUY
|
- |
68+ 1.66% |
$3.9K - $3.95K
|
4.16K
$235K
|
|
May 15, 2024
Q1 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
3.81KNew |
$218K - $221K
|
3.81K
$215K
|