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
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
1.78K+ 16.73% |
$98.1K - $102K
|
12.4K
$712K
|
|
|
Oct 09, 2025
Q3 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
1.64K+ 6.56% |
$90.3K - $93.5K
|
26.6K
$1.52M
|
|
|
Oct 29, 2025
Q3 2025
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
1.56K+ 9.0% |
$86.1K - $89.2K
|
18.9K
$1.08M
|
|
|
Dec 08, 2025
Q3 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
1.49KNew |
$82K - $85K
|
1.49K
$85.3K
|
|
|
Nov 12, 2025
Q3 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
1.43K+ 3.78% |
$78.8K - $81.6K
|
39.2K
$2.25M
|
|
|
Oct 28, 2025
Q3 2025
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
1.41K+ 5.28% |
$78K - $80.8K
|
28.2K
$1.62M
|
|
|
Oct 02, 2025
Q3 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.25K+ 33.81% |
$68.8K - $71.3K
|
4.94K
$283K
|
|
|
Oct 27, 2025
Q3 2025
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
1.23K+ 13.57% |
$67.8K - $70.2K
|
10.3K
$590K
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
1.11KNew |
$61.1K - $63.3K
|
1.11K
$63.5K
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
1.04K+ 19.63% |
$57.6K - $59.6K
|
6.36K
$365K
|
|
|
Nov 13, 2025
Q3 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
1.02K+ 23.71% |
$56.4K - $58.4K
|
5.34K
$306K
|
|
|
Nov 07, 2025
Q3 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1.02KNew |
$56.4K - $58.4K
|
1.02K
$58.6K
|
|
|
Oct 21, 2025
Q3 2025
|
Altfest L J & CO Inc
|
BUY
|
- |
951+ 18.23% |
$52.5K - $54.3K
|
6.17K
$354K
|
|
|
Oct 21, 2025
Q3 2025
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
948+ 8.26% |
$52.3K - $54.2K
|
12.4K
$712K
|
|
|
Nov 13, 2025
Q3 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
912+ 2.0% |
$50.3K - $52.1K
|
46.5K
$2.67M
|
|
|
Oct 29, 2025
Q3 2025
|
De Dora Capital, Inc.
|
BUY
|
- |
905+ 1.88% |
$49.9K - $51.7K
|
49.1K
$2.81M
|
|
|
Nov 04, 2025
Q3 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
900+ 13.01% |
$49.6K - $51.4K
|
7.82K
$448K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
779New |
$43K - $44.5K
|
779
$44.7K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
701New |
$38.7K - $40K
|
701
$40.2K
|
|
|
Nov 07, 2025
Q3 2025
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
682+ 7.27% |
$37.6K - $39K
|
10.1K
$577K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
675+ 12.82% |
$37.2K - $38.6K
|
5.94K
$341K
|
|
|
Oct 28, 2025
Q3 2025
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
615+ 1.44% |
$33.9K - $35.1K
|
43.5K
$2.49M
|
|
|
Nov 04, 2025
Q3 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
611+ 4.18% |
$33.7K - $34.9K
|
15.2K
$874K
|
|
|
Oct 17, 2025
Q3 2025
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
611+ 1.08% |
$33.7K - $34.9K
|
57.2K
$3.28M
|
|
|
Nov 14, 2025
Q3 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
581+ 3.98% |
$32K - $33.2K
|
15.2K
$870K
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
544+ 2.06% |
$30K - $31.1K
|
26.9K
$1.54M
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
427+ 6.49% |
$23.6K - $24.4K
|
7.01K
$402K
|
|
|
Oct 23, 2025
Q3 2025
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
413+ 6.42% |
$22.8K - $23.6K
|
6.85K
$393K
|
|
|
Nov 25, 2025
Q3 2025
|
Kerr Financial Planning Corp
Fresno, CA |
BUY
|
- |
354New |
$19.5K - $20.2K
|
354
$20.3K
|
|
|
Oct 30, 2025
Q3 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
335+ 0.52% |
$18.5K - $19.1K
|
64.8K
$3.72M
|
|
|
Oct 07, 2025
Q3 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
325+ 4.61% |
$17.9K - $18.6K
|
7.38K
$423K
|
|
|
Nov 10, 2025
Q3 2025
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
318+ 1.21% |
$17.5K - $18.2K
|
26.6K
$1.53M
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
304+ 7.9% |
$16.8K - $17.4K
|
4.15K
$238K
|
|
|
Oct 21, 2025
Q3 2025
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
299+ 2.5% |
$16.5K - $17.1K
|
12.3K
$704K
|
|
|
Oct 31, 2025
Q3 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
212+ 2.07% |
$11.7K - $12.1K
|
10.5K
$601K
|
|
|
Oct 23, 2025
Q3 2025
|
Simpli Fi, Inc.
|
BUY
|
- |
199+ 0.77% |
$11K - $11.4K
|
26K
$1.49M
|
|
|
Oct 31, 2025
Q3 2025
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
182+ 1.41% |
$10K - $10.4K
|
13.1K
$752K
|
|
|
Nov 14, 2025
Q3 2025
|
Tme Financial, Inc.
Huntington Beach, CA |
BUY
|
- |
174+ 2.18% |
$9.6K - $9.94K
|
8.17K
$469K
|
|
|
Nov 05, 2025
Q3 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
167+ 0.23% |
$9.21K - $9.54K
|
73.6K
$4.22M
|
|
|
Oct 27, 2025
Q3 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
149+ 3.24% |
$8.22K - $8.51K
|
4.74K
$272K
|
|
|
Oct 17, 2025
Q3 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
121+ 0.14% |
$6.67K - $6.91K
|
86.8K
$4.98M
|
|
|
Oct 27, 2025
Q3 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
91+ 2.44% |
$5.02K - $5.2K
|
3.82K
$219K
|
|
|
Nov 14, 2025
Q3 2025
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
69+ 0.77% |
$3.81K - $3.94K
|
8.99K
$515K
|
|
|
Nov 12, 2025
Q3 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
64+ 1.14% |
$3.53K - $3.66K
|
5.68K
$326K
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
BUY
|
- |
55+ 0.63% |
$3.03K - $3.14K
|
8.81K
$505K
|
|
|
Oct 07, 2025
Q3 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
50+ 0.19% |
$2.76K - $2.86K
|
27K
$1.55M
|
|
|
Oct 14, 2025
Q3 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
48+ 0.77% |
$2.65K - $2.74K
|
6.29K
$361K
|
|
|
Oct 03, 2025
Q3 2025
|
Impac Tfolio, LLC
|
BUY
|
- |
43+ 0.87% |
$2.37K - $2.46K
|
4.97K
$285K
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
BUY
|
- |
41+ 0.46% |
$2.26K - $2.34K
|
8.93K
$512K
|
|
|
Oct 23, 2025
Q3 2025
|
Wise Wealth Partners
Phoenix, AZ |
BUY
|
- |
41+ 0.71% |
$2.26K - $2.34K
|
5.84K
$335K
|
|