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 12, 2025
Q3 2025
|
Navalign, LLC
|
BUY
|
- |
10.9K+ 6.22% |
$600K - $621K
|
186K
$10.7M
|
|
|
Oct 31, 2025
Q3 2025
|
Conquis Financial LLC
Milbrae, CA |
BUY
|
- |
10.5K+ 38.96% |
$582K - $602K
|
37.6K
$2.16M
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
BUY
|
- |
10.1K+ 15.05% |
$554K - $574K
|
76.9K
$4.41M
|
|
|
Nov 07, 2025
Q3 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
9.78K+ 40.24% |
$539K - $559K
|
34.1K
$1.95M
|
|
|
Nov 13, 2025
Q3 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
9.76K+ 72.81% |
$538K - $558K
|
23.2K
$1.33M
|
|
|
Nov 12, 2025
Q3 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
9.55K+ 128.47% |
$527K - $546K
|
17K
$974K
|
|
|
Nov 14, 2025
Q3 2025
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
9.48KNew |
$523K - $542K
|
9.48K
$544K
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
9.46KNew |
$522K - $540K
|
9.46K
$543K
|
|
|
Nov 12, 2025
Q3 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
9.14KNew |
$504K - $522K
|
9.14K
$524K
|
|
|
Oct 14, 2025
Q3 2025
|
Capital Insight Partners, LLC
|
BUY
|
- |
9.14K+ 115.12% |
$504K - $522K
|
17.1K
$979K
|
|
|
Oct 09, 2025
Q3 2025
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
9.13K+ 3.71% |
$504K - $521K
|
255K
$14.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Cibc Bancorp Usa Inc.
Chicago, IL |
BUY
|
- |
9.05KNew |
$499K - $517K
|
9.05K
$519K
|
|
|
Nov 13, 2025
Q3 2025
|
Camden Capital, LLC
|
BUY
|
- |
8.76KNew |
$483K - $500K
|
8.76K
$502K
|
|
|
Nov 06, 2025
Q3 2025
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
8.65K+ 14.17% |
$477K - $494K
|
69.7K
$4M
|
|
|
Oct 22, 2025
Q3 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
8.38K+ 104.02% |
$462K - $479K
|
16.4K
$943K
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
7.56K+ 19.96% |
$417K - $432K
|
45.4K
$2.61M
|
|
|
Nov 10, 2025
Q3 2025
|
First American Trust, Fsb
|
BUY
|
- |
7.41K+ 7.75% |
$409K - $423K
|
103K
$5.91M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
7.02K+ 3.1% |
$387K - $401K
|
234K
$13.4M
|
|
|
Nov 06, 2025
Q3 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
6.6KNew |
$364K - $377K
|
6.6K
$378K
|
|
|
Nov 14, 2025
Q3 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
6.03KNew |
$333K - $345K
|
6.03K
$346K
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
6.03K+ 8.54% |
$333K - $345K
|
76.7K
$4.4M
|
|
|
Oct 15, 2025
Q3 2025
|
Neumann Capital Management, LLC
|
BUY
|
- |
6KNew |
$331K - $343K
|
6K
$344K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
5.9K+ 45.93% |
$326K - $337K
|
18.8K
$1.08M
|
|
|
Nov 12, 2025
Q3 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
5.84K+ 100.0% |
$322K - $334K
|
11.7K
$670K
|
|
|
Nov 21, 2025
Q3 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
5.82K+ 30.98% |
$321K - $332K
|
24.6K
$1.41M
|
|
|
Oct 10, 2025
Q3 2025
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
5.71K+ 2.51% |
$315K - $326K
|
233K
$13.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
5.62K+ 2.3% |
$310K - $321K
|
250K
$14.3M
|
|
|
Nov 07, 2025
Q3 2025
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
5.62KNew |
$310K - $321K
|
5.62K
$322K
|
|
|
Nov 13, 2025
Q3 2025
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
5.08KNew |
$280K - $290K
|
5.08K
$291K
|
|
|
Nov 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
4.9K+ 4.4% |
$270K - $280K
|
116K
$6.68M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
4.8K+ 3.9% |
$265K - $274K
|
128K
$7.34M
|
|
|
Nov 14, 2025
Q3 2025
|
Destination Wealth Management
|
BUY
|
- |
4.75K+ 26.55% |
$262K - $272K
|
22.7K
$1.3M
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
BUY
|
- |
4.72K+ 8.59% |
$260K - $270K
|
59.7K
$3.42M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
4.62K+ 7.35% |
$255K - $264K
|
67.5K
$3.87M
|
|
|
Nov 07, 2025
Q3 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
4.53K+ 43.22% |
$250K - $259K
|
15K
$861K
|
|
|
Nov 12, 2025
Q3 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
4.4K+ 6.15% |
$243K - $251K
|
75.9K
$4.35M
|
|
|
Nov 12, 2025
Q3 2025
|
Pfg Advisors
|
BUY
|
- |
4.28KNew |
$236K - $245K
|
4.28K
$245K
|
|
|
Nov 14, 2025
Q3 2025
|
Ieq Capital, LLC
|
BUY
|
- |
3.99K+ 18.23% |
$220K - $228K
|
25.9K
$1.49M
|
|
|
Nov 05, 2025
Q3 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
3.85KNew |
$212K - $220K
|
3.85K
$221K
|
|
|
Oct 07, 2025
Q3 2025
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
3.64K+ 14.29% |
$201K - $208K
|
29.1K
$1.67M
|
|
|
Oct 10, 2025
Q3 2025
|
Tlwm
San Antonio, TX |
BUY
|
- |
3.56KNew |
$196K - $203K
|
3.56K
$204K
|
|
|
Oct 21, 2025
Q3 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
3.55KNew |
$196K - $203K
|
3.55K
$204K
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
BUY
|
- |
3.23K+ 5.91% |
$178K - $184K
|
57.8K
$3.32M
|
|
|
Oct 22, 2025
Q3 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
3.17K+ 9.95% |
$175K - $181K
|
35K
$2.01M
|
|
|
Nov 03, 2025
Q3 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
3.03K+ 288.19% |
$167K - $173K
|
4.08K
$234K
|
|
|
Oct 31, 2025
Q3 2025
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
2.84K+ 22.97% |
$156K - $162K
|
15.2K
$871K
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
2.76K+ 17.57% |
$152K - $158K
|
18.5K
$1.06M
|
|
|
Nov 13, 2025
Q3 2025
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
2.63K+ 6.71% |
$145K - $150K
|
41.7K
$2.39M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.19K+ 1.35% |
$121K - $125K
|
164K
$9.39M
|
|
|
Oct 21, 2025
Q3 2025
|
Davidson Investment Advisors
|
BUY
|
- |
2.07K+ 9.58% |
$114K - $118K
|
23.7K
$1.36M
|
|