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 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
13.2KNew |
$748K - $768K
|
13.2K
$754K
|
|
|
Feb 10, 2025
Q4 2024
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
12.7KNew |
$717K - $736K
|
12.7K
$723K
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
12.4KNew |
$701K - $719K
|
12.4K
$706K
|
|
|
Feb 11, 2025
Q4 2024
|
Certus Wealth Management, LLC
Redwood City, CA |
BUY
|
- |
12.2K+ 9.53% |
$690K - $707K
|
140K
$8M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
11.1K+ 17.32% |
$627K - $643K
|
75K
$4.28M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
10.7K+ 24.39% |
$608K - $623K
|
54.7K
$3.12M
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
10.7K+ 39.77% |
$605K - $620K
|
37.5K
$2.14M
|
|
|
Feb 14, 2025
Q4 2024
|
Trace Wealth Advisors, LLC
Los Angeles, CA |
BUY
|
- |
10.5KNew |
$592K - $607K
|
10.5K
$597K
|
|
|
Feb 14, 2025
Q4 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
10.3KNew |
$582K - $596K
|
10.3K
$586K
|
|
|
Feb 13, 2025
Q4 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
9.98K+ 3.13% |
$565K - $580K
|
329K
$18.8M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
9.47K+ 28.46% |
$537K - $550K
|
42.7K
$2.44M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
9.07KNew |
$514K - $527K
|
9.07K
$518K
|
|
|
Feb 19, 2025
Q4 2024
|
Orin Green Financial, LLC
|
BUY
|
- |
8.57K+ 2.37% |
$485K - $498K
|
371K
$21.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
8.36K+ 48.58% |
$474K - $486K
|
25.6K
$1.46M
|
|
|
Feb 12, 2025
Q4 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
7.62K+ 51.36% |
$432K - $443K
|
22.5K
$1.28M
|
|
|
Jan 31, 2025
Q4 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
7.57K+ 50.24% |
$429K - $440K
|
22.6K
$1.29M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
7.38K+ 54.04% |
$418K - $429K
|
21K
$1.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
7.22K+ 6.25% |
$409K - $419K
|
123K
$7.01M
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
7.11KNew |
$403K - $413K
|
7.11K
$406K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
6.97KNew |
$395K - $405K
|
6.97K
$398K
|
|
|
Jan 28, 2025
Q4 2024
|
Sanchez Wealth Management Group
|
BUY
|
- |
6.67KNew |
$378K - $387K
|
6.67K
$381K
|
|
|
Feb 04, 2025
Q4 2024
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
6.44KNew |
$365K - $374K
|
6.44K
$368K
|
|
|
Feb 03, 2025
Q4 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
6.03K+ 26.62% |
$342K - $350K
|
28.7K
$1.64M
|
|
|
Feb 06, 2025
Q4 2024
|
Amara Financial, Llc.
San Francisco, CA |
BUY
|
- |
6.02K+ 6.74% |
$341K - $350K
|
95.3K
$5.44M
|
|
|
Jan 27, 2025
Q4 2024
|
Ledyard National Bank
|
BUY
|
- |
6KNew |
$340K - $349K
|
6K
$343K
|
|
|
Jan 23, 2025
Q4 2024
|
Manuka Financial, LLC
Richmond, VA |
BUY
|
- |
5.85KNew |
$331K - $340K
|
5.85K
$334K
|
|
|
Feb 11, 2025
Q4 2024
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
5.5K+ 17.9% |
$312K - $320K
|
36.2K
$2.07M
|
|
|
Feb 04, 2025
Q4 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
5.48KNew |
$310K - $318K
|
5.48K
$313K
|
|
|
Jan 30, 2025
Q4 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
5.45KNew |
$309K - $317K
|
5.45K
$311K
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
BUY
|
- |
5.41K+ 21.89% |
$306K - $314K
|
30.1K
$1.72M
|
|
|
Feb 14, 2025
Q4 2024
|
Wise Wealth Partners
Phoenix, AZ |
BUY
|
- |
5.34KNew |
$303K - $310K
|
5.34K
$305K
|
|
|
Jan 22, 2025
Q4 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
5.23KNew |
$296K - $304K
|
5.23K
$299K
|
|
|
Jan 17, 2025
Q4 2024
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
5.22K+ 21.35% |
$296K - $303K
|
29.6K
$1.69M
|
|
|
Feb 04, 2025
Q4 2024
|
Ndwm LLC
La Jolla, CA |
BUY
|
- |
5.06K+ 67.99% |
$287K - $294K
|
12.5K
$714K
|
|
|
Feb 11, 2025
Q4 2024
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
5.04KNew |
$286K - $293K
|
5.04K
$288K
|
|
|
Feb 07, 2025
Q4 2024
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
4.91K+ 11.57% |
$278K - $285K
|
47.4K
$2.71M
|
|
|
Feb 14, 2025
Q4 2024
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
4.9K+ 16.85% |
$277K - $285K
|
34K
$1.94M
|
|
|
Feb 12, 2025
Q4 2024
|
Adviser Investments LLC
|
BUY
|
- |
4.86K+ 1.35% |
$275K - $282K
|
366K
$20.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
4.85K+ 8.18% |
$275K - $282K
|
64.2K
$3.67M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
4.85K+ 36.41% |
$275K - $281K
|
18.2K
$1.04M
|
|
|
Jan 17, 2025
Q4 2024
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
4.57KNew |
$259K - $266K
|
4.57K
$261K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
4.5K+ 5.04% |
$255K - $261K
|
93.8K
$5.36M
|
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
4.5K+ 428.38% |
$255K - $261K
|
5.55K
$317K
|
|
|
Feb 13, 2025
Q4 2024
|
Integrity Financial Corp
|
BUY
|
- |
4.46KNew |
$253K - $259K
|
4.46K
$255K
|
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
4.46KNew |
$253K - $259K
|
4.46K
$255K
|
|
|
Jan 22, 2025
Q4 2024
|
Falcon Wealth Planning
|
BUY
|
- |
4.39K+ 95.27% |
$249K - $255K
|
9K
$514K
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
4.36KNew |
$247K - $254K
|
4.36K
$249K
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
4.33KNew |
$245K - $252K
|
4.33K
$247K
|
|
|
Jan 08, 2025
Q4 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
4.13KNew |
$234K - $240K
|
4.13K
$236K
|
|
|
Feb 14, 2025
Q4 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
4.11K+ 41.48% |
$233K - $239K
|
14K
$801K
|