Latest Institutional Purchases of Ishares California Muni Bond E (CMF)
This list provides information on the latest institutional transactions involving Ishares California Muni Bond E (CMF) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
465K+ 168.5% |
$26.4M - $27M
|
741K
$42.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
336K+ 24.7% |
$19M - $19.5M
|
1.69M
$96.7M
|
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
BUY
|
- |
214K+ 25.15% |
$12.1M - $12.4M
|
1.06M
$60.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
199KNew |
$11.3M - $11.6M
|
199K
$11.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
186K+ 951.16% |
$10.5M - $10.8M
|
205K
$11.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
157K+ 15.82% |
$8.89M - $9.12M
|
1.15M
$65.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
131K+ 90.88% |
$7.41M - $7.6M
|
275K
$15.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
114K+ 8.69% |
$6.45M - $6.61M
|
1.42M
$81.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
92.6K+ 70.63% |
$5.25M - $5.38M
|
224K
$12.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
84.9K+ 11.46% |
$4.81M - $4.93M
|
826K
$47.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
82.8K+ 10.36% |
$4.69M - $4.81M
|
881K
$50.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
62.2K+ 15.13% |
$3.53M - $3.62M
|
474K
$27M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
61K+ 22.73% |
$3.46M - $3.54M
|
329K
$18.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
50.8K+ 17.73% |
$2.88M - $2.95M
|
338K
$19.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
45.5KNew |
$2.58M - $2.65M
|
45.5K
$2.6M
|
|
|
Jan 22, 2025
Q4 2024
|
West Wealth Group, LLC
|
BUY
|
- |
45.5K+ 31.11% |
$2.58M - $2.64M
|
192K
$11M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
45.2KNew |
$2.56M - $2.63M
|
45.2K
$2.58M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
43.9K+ 2.44% |
$2.49M - $2.55M
|
1.84M
$105M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
43.7K+ 276.5% |
$2.47M - $2.54M
|
59.5K
$3.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
43.2K+ 40.08% |
$2.45M - $2.51M
|
151K
$8.62M
|
|
|
Jan 31, 2025
Q4 2024
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
38KNew |
$2.15M - $2.2M
|
38K
$2.17M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
36.7K+ 25.19% |
$2.08M - $2.13M
|
182K
$10.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
36K+ 18.03% |
$2.04M - $2.09M
|
235K
$13.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
35.4K+ 248.37% |
$2M - $2.05M
|
49.6K
$2.83M
|
|
|
Feb 14, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
33.5K+ 40.46% |
$1.9M - $1.94M
|
116K
$6.63M
|
|
|
Feb 11, 2025
Q4 2024
|
First American Trust, Fsb
|
BUY
|
- |
33.3K+ 45.96% |
$1.89M - $1.93M
|
106K
$6.04M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
28.8K+ 158.91% |
$1.63M - $1.67M
|
47K
$2.68M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
28.6K+ 6.28% |
$1.62M - $1.66M
|
485K
$27.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
28.6K+ 20.7% |
$1.62M - $1.66M
|
166K
$9.51M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
27.8K+ 107.15% |
$1.58M - $1.62M
|
53.8K
$3.07M
|
|
|
Jan 13, 2025
Q4 2024
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
24.8K+ 24.36% |
$1.41M - $1.44M
|
127K
$7.24M
|
|
|
Feb 14, 2025
Q4 2024
|
Ifc Advisors LLC
Los Angeles, CA |
BUY
|
- |
22.6KNew |
$1.28M - $1.32M
|
22.6K
$1.29M
|
|
|
Jan 15, 2025
Q4 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
22.3KNew |
$1.26M - $1.29M
|
22.3K
$1.27M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
21.7K+ 5.1% |
$1.23M - $1.26M
|
448K
$25.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
21.2K+ 10.63% |
$1.2M - $1.23M
|
220K
$12.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
19.9K+ 6.12% |
$1.13M - $1.15M
|
345K
$19.7M
|
|
|
Feb 18, 2025
Q4 2024
|
Navalign, LLC
|
BUY
|
- |
18.9K+ 14.27% |
$1.07M - $1.1M
|
151K
$8.63M
|
|
|
Jan 22, 2025
Q4 2024
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
18.1K+ 191.17% |
$1.03M - $1.05M
|
27.6K
$1.58M
|
|
|
Jan 24, 2025
Q4 2024
|
Leisure Capital Management
|
BUY
|
- |
18.1K+ 287.17% |
$1.02M - $1.05M
|
24.4K
$1.39M
|
|
|
Feb 12, 2025
Q4 2024
|
Conquis Financial LLC
Milbrae, CA |
BUY
|
- |
17.1KNew |
$970K - $995K
|
17.1K
$978K
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
17KNew |
$963K - $987K
|
17K
$971K
|
|
|
Feb 14, 2025
Q4 2024
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
16.7KNew |
$949K - $973K
|
16.7K
$956K
|
|
|
Feb 13, 2025
Q4 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
16.7K+ 3.07% |
$947K - $971K
|
562K
$32.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
16.6K+ 41.78% |
$942K - $966K
|
56.4K
$3.22M
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
16.4K+ 8.4% |
$927K - $950K
|
211K
$12.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
15.4K+ 7.35% |
$872K - $894K
|
225K
$12.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
14.6K+ 13.37% |
$826K - $847K
|
124K
$7.06M
|
|
|
Jan 13, 2025
Q4 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
14.1K+ 127.08% |
$796K - $816K
|
25.1K
$1.43M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
13.7K+ 248.83% |
$779K - $799K
|
19.3K
$1.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Tme Financial, Inc.
Huntington Beach, CA |
BUY
|
- |
13.2KNew |
$750K - $769K
|
13.2K
$756K
|