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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2026
Q4 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
1.15M+ 29.09% |
$65.6M - $66.3M
|
5.11M
$293M
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
113K+ 601.68% |
$6.43M - $6.5M
|
132K
$7.55M
|
|
|
Jan 29, 2026
Q4 2025
|
Facet Wealth, Inc.
|
BUY
|
- |
105K+ 7.54% |
$5.98M - $6.05M
|
1.5M
$85.9M
|
|
|
Jan 26, 2026
Q4 2025
|
Slow Capital, Inc.
|
BUY
|
- |
49.4K+ 21.27% |
$2.81M - $2.84M
|
281K
$16.1M
|
|
|
Jan 26, 2026
Q4 2025
|
West Wealth Group, LLC
|
BUY
|
- |
45.8K+ 20.1% |
$2.61M - $2.64M
|
274K
$15.7M
|
|
|
Jan 27, 2026
Q4 2025
|
Leisure Capital Management
|
BUY
|
- |
32.7KNew |
$1.86M - $1.88M
|
32.7K
$1.88M
|
|
|
Jan 15, 2026
Q4 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
28.5KNew |
$1.62M - $1.64M
|
28.5K
$1.63M
|
|
|
Jan 16, 2026
Q4 2025
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
20.9K+ 163.63% |
$1.19M - $1.2M
|
33.7K
$1.93M
|
|
|
Jan 30, 2026
Q4 2025
|
Us Bancorp \De\
|
BUY
|
- |
19K+ 24.78% |
$1.08M - $1.1M
|
95.9K
$5.5M
|
|
|
Jan 12, 2026
Q4 2025
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
18.2K+ 7.82% |
$1.04M - $1.05M
|
251K
$14.4M
|
|
|
Jan 07, 2026
Q4 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
14.7KNew |
$837K - $847K
|
14.7K
$843K
|
|
|
Jan 08, 2026
Q4 2025
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
14.2K+ 5.56% |
$809K - $819K
|
270K
$15.5M
|
|
|
Jan 08, 2026
Q4 2025
|
Wedmont Private Capital
|
BUY
|
- |
14.2K+ 9.92% |
$809K - $818K
|
157K
$9.03M
|
|
|
Jan 29, 2026
Q4 2025
|
Comerica Bank
|
BUY
|
- |
12.6K+ 21.84% |
$719K - $728K
|
70.5K
$4.04M
|
|
|
Jan 29, 2026
Q4 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
12.3K+ 6.15% |
$703K - $711K
|
213K
$12.2M
|
|
|
Jan 23, 2026
Q4 2025
|
Assetmark, Inc
|
BUY
|
- |
10.6K+ 2.92% |
$603K - $610K
|
373K
$21.4M
|
|
|
Jan 29, 2026
Q4 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
8.1K+ 21.76% |
$461K - $467K
|
45.3K
$2.6M
|
|
|
Jan 13, 2026
Q4 2025
|
21 West Wealth Management LLC
Tustin, CA |
BUY
|
- |
7.66K+ 18.48% |
$436K - $441K
|
49.1K
$2.82M
|
|
|
Jan 14, 2026
Q4 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
7.56K+ 46.01% |
$431K - $436K
|
24K
$1.38M
|
|
|
Jan 07, 2026
Q4 2025
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
7.51K+ 30.8% |
$428K - $433K
|
31.9K
$1.83M
|
|
|
Jan 16, 2026
Q4 2025
|
Asl Financial, LLC
Los Gatos, CA |
BUY
|
- |
6.97KNew |
$397K - $402K
|
6.97K
$400K
|
|
|
Jan 26, 2026
Q4 2025
|
De Larme Wealth Management, Inc.
Palos Verdes Estates, CA |
BUY
|
- |
6.07KNew |
$346K - $350K
|
6.07K
$348K
|
|
|
Jan 22, 2026
Q4 2025
|
Simpli Fi, Inc.
|
BUY
|
- |
5.66K+ 21.73% |
$322K - $326K
|
31.7K
$1.82M
|
|
|
Jan 15, 2026
Q4 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
5.17K+ 15.18% |
$295K - $298K
|
39.2K
$2.25M
|
|
|
Jan 28, 2026
Q4 2025
|
Members Wealth LLC
Media, PA |
BUY
|
- |
4.27KNew |
$243K - $246K
|
4.27K
$245K
|
|
|
Jan 27, 2026
Q4 2025
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
4.23K+ 106.44% |
$241K - $244K
|
8.21K
$471K
|
|
|
Jan 26, 2026
Q4 2025
|
Sonata Capital Group Inc
|
BUY
|
- |
4.19KNew |
$238K - $241K
|
4.19K
$240K
|
|
|
Jan 27, 2026
Q4 2025
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
4.02KNew |
$229K - $232K
|
4.02K
$231K
|
|
|
Jan 23, 2026
Q4 2025
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
3.92KNew |
$223K - $226K
|
3.92K
$225K
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.89KNew |
$222K - $224K
|
3.89K
$223K
|
|
|
Jan 12, 2026
Q4 2025
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
3.78K+ 20.75% |
$215K - $218K
|
22K
$1.26M
|
|
|
Jan 14, 2026
Q4 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
3.62K+ 37.76% |
$206K - $209K
|
13.2K
$758K
|
|
|
Jan 29, 2026
Q4 2025
|
Ubs Group Ag
|
BUY
|
- |
3.61K+ 0.68% |
$206K - $208K
|
537K
$30.8M
|
|
|
Jan 21, 2026
Q4 2025
|
Apella Capital, LLC
|
BUY
|
- |
3.04K+ 5.09% |
$173K - $175K
|
62.7K
$3.6M
|
|
|
Jan 20, 2026
Q4 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
2.96K+ 71.4% |
$169K - $171K
|
7.11K
$408K
|
|
|
Jan 08, 2026
Q4 2025
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
2.45K+ 3.73% |
$139K - $141K
|
68K
$3.9M
|
|
|
Jan 20, 2026
Q4 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
2.39K+ 7.54% |
$136K - $138K
|
34.2K
$1.96M
|
|
|
Jan 27, 2026
Q4 2025
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
2.23K+ 5.34% |
$127K - $128K
|
44K
$2.52M
|
|
|
Jan 26, 2026
Q4 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
2.13K+ 54.46% |
$121K - $122K
|
6.03K
$346K
|
|
|
Jan 23, 2026
Q4 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
1.89K+ 2.49% |
$108K - $109K
|
77.8K
$4.46M
|
|
|
Jan 23, 2026
Q4 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
1.86K+ 4.71% |
$106K - $107K
|
41.4K
$2.37M
|
|
|
Jan 28, 2026
Q4 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.42KNew |
$80.6K - $81.5K
|
1.42K
$81.2K
|
|
|
Jan 26, 2026
Q4 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
1.3K+ 3.3% |
$74.1K - $75K
|
40.7K
$2.34M
|
|
|
Jan 27, 2026
Q4 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
1.23KNew |
$69.8K - $70.6K
|
1.23K
$70.3K
|
|
|
Jan 29, 2026
Q4 2025
|
Ares Financial Consulting, LLC
Calabasas, CA |
BUY
|
- |
1.17KNew |
$66.4K - $67.1K
|
1.17K
$66.8K
|
|
|
Jan 22, 2026
Q4 2025
|
Altfest L J & CO Inc
|
BUY
|
- |
976+ 15.82% |
$55.6K - $56.2K
|
7.15K
$410K
|
|
|
Jan 26, 2026
Q4 2025
|
Cwm, LLC
|
BUY
|
- |
968+ 0.76% |
$55.1K - $55.8K
|
129K
$7.4M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
940+ 4.26% |
$53.5K - $54.2K
|
23K
$1.32M
|
|
|
Jan 23, 2026
Q4 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
877New |
$50K - $50.5K
|
877
$50.3K
|
|
|
Jan 02, 2026
Q4 2025
|
Boltwood Capital Management
|
BUY
|
- |
805+ 7.39% |
$45.9K - $46.4K
|
11.7K
$671K
|
|