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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
469K+ 39.98% |
$25.9M - $26.8M
|
1.64M
$94.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
345K+ 1215.61% |
$19.1M - $19.7M
|
374K
$21.4M
|
|
|
Nov 13, 2025
Q3 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
157K+ 103.5% |
$8.64M - $8.95M
|
308K
$17.7M
|
|
|
Oct 08, 2025
Q3 2025
|
Wedmont Private Capital
|
BUY
|
- |
143KNew |
$7.9M - $8.18M
|
143K
$8.21M
|
|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
115K+ 29.99% |
$6.33M - $6.56M
|
497K
$28.5M
|
|
|
Oct 30, 2025
Q3 2025
|
Facet Wealth, Inc.
|
BUY
|
- |
114K+ 8.92% |
$6.29M - $6.52M
|
1.39M
$79.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
98K+ 44.59% |
$5.4M - $5.6M
|
318K
$18.2M
|
|
|
Oct 30, 2025
Q3 2025
|
Bailard, Inc.
|
BUY
|
- |
89.9K+ 6.69% |
$4.96M - $5.14M
|
1.43M
$82.3M
|
|
|
Nov 13, 2025
Q3 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
68.3K+ 56.34% |
$3.77M - $3.9M
|
190K
$10.9M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
63.6K+ 12.24% |
$3.51M - $3.63M
|
583K
$33.4M
|
|
|
Oct 14, 2025
Q3 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
61.7K+ 72.11% |
$3.4M - $3.52M
|
147K
$8.44M
|
|
|
Nov 14, 2025
Q3 2025
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
56.4K+ 25.66% |
$3.11M - $3.22M
|
276K
$15.8M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
54.2K+ 10.99% |
$2.99M - $3.09M
|
547K
$31.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
50K+ 6.04% |
$2.76M - $2.85M
|
877K
$50.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
46.9K+ 5.56% |
$2.59M - $2.68M
|
890K
$51.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
43K+ 243.32% |
$2.37M - $2.45M
|
60.6K
$3.48M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
36.6K+ 7.81% |
$2.02M - $2.09M
|
506K
$29M
|
|
|
Nov 03, 2025
Q3 2025
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
35.9K+ 55.66% |
$1.98M - $2.05M
|
100K
$5.76M
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
33K+ 37.58% |
$1.82M - $1.89M
|
121K
$6.94M
|
|
|
Nov 06, 2025
Q3 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
31.8KNew |
$1.75M - $1.81M
|
31.8K
$1.82M
|
|
|
Nov 24, 2025
Q3 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
31.1K+ 8.03% |
$1.72M - $1.78M
|
418K
$24M
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
30.3K+ 12.65% |
$1.67M - $1.73M
|
270K
$15.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
28.9K+ 85.02% |
$1.6M - $1.65M
|
63K
$3.61M
|
|
|
Nov 14, 2025
Q3 2025
|
Strive Asset Management, LLC
Dublin, OH |
BUY
|
- |
27.8K+ 38.14% |
$1.53M - $1.59M
|
101K
$5.77M
|
|
|
Nov 12, 2025
Q3 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
27.3K+ 120.1% |
$1.5M - $1.56M
|
49.9K
$2.86M
|
|
|
Nov 13, 2025
Q3 2025
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
26.2K+ 40.47% |
$1.45M - $1.5M
|
90.9K
$5.22M
|
|
|
Oct 22, 2025
Q3 2025
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
24.4KNew |
$1.35M - $1.39M
|
24.4K
$1.4M
|
|
|
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
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
23.3K+ 167.83% |
$1.29M - $1.33M
|
37.2K
$2.13M
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
22.8K+ 69.9% |
$1.26M - $1.3M
|
55.5K
$3.18M
|
|
|
Nov 13, 2025
Q3 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
19.8K+ 7.2% |
$1.09M - $1.13M
|
294K
$16.9M
|
|
|
Nov 10, 2025
Q3 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
18.8K+ 0.24% |
$1.04M - $1.08M
|
7.74M
$444M
|
|
|
Nov 14, 2025
Q3 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
18.4K+ 73.87% |
$1.02M - $1.05M
|
43.4K
$2.49M
|
|
|
Oct 22, 2025
Q3 2025
|
Aps Management Group, Inc.
Torrance, CA |
BUY
|
- |
17.9KNew |
$988K - $1.02M
|
17.9K
$1.03M
|
|
|
Oct 27, 2025
Q3 2025
|
Roof Eidam & Maycock
|
BUY
|
- |
17.9KNew |
$986K - $1.02M
|
17.9K
$1.02M
|
|
|
Nov 13, 2025
Q3 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
16.4K+ 8.16% |
$905K - $937K
|
217K
$12.5M
|
|
|
Oct 29, 2025
Q3 2025
|
Impact Investors, Inc
San Francisco, CA |
BUY
|
- |
16.2KNew |
$892K - $924K
|
16.2K
$927K
|
|
|
Nov 13, 2025
Q3 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
16K+ 19.95% |
$884K - $916K
|
96.4K
$5.53M
|
|
|
Nov 14, 2025
Q3 2025
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
15.5KNew |
$853K - $884K
|
15.5K
$887K
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
14.3K+ 6.08% |
$788K - $816K
|
249K
$14.3M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
13.7K+ 162.78% |
$754K - $781K
|
22.1K
$1.27M
|
|
|
Nov 24, 2025
Q3 2025
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
13.1K+ 3.88% |
$723K - $749K
|
351K
$20.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
13K+ 15.34% |
$719K - $744K
|
98K
$5.62M
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
13K+ 6.48% |
$716K - $742K
|
213K
$12.2M
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
12.7K+ 10.14% |
$698K - $723K
|
138K
$7.89M
|
|
|
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 14, 2025
Q3 2025
|
21 West Wealth Management LLC
Tustin, CA |
BUY
|
- |
12.4K+ 42.51% |
$682K - $707K
|
41.5K
$2.38M
|
|
|
Nov 10, 2025
Q3 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
11.8K+ 17.57% |
$651K - $674K
|
79K
$4.53M
|
|
|
Nov 13, 2025
Q3 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
11.6K+ 28.98% |
$641K - $664K
|
51.8K
$2.97M
|
|
|
Nov 12, 2025
Q3 2025
|
Navalign, LLC
|
BUY
|
- |
10.9K+ 6.22% |
$600K - $621K
|
186K
$10.7M
|
|