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 15, 2025
Q4 2024
|
Raub Brock Capital Management LP
|
BUY
|
- |
3.88K+ 0.95% |
$220K - $225K
|
411K
$23.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
3.61KNew |
$205K - $210K
|
3.61K
$206K
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
3.6KNew |
$204K - $209K
|
3.6K
$206K
|
|
|
Feb 05, 2025
Q4 2024
|
Sherman Asset Management, Inc.
Ventura, CA |
BUY
|
- |
3.56KNew |
$202K - $207K
|
3.56K
$203K
|
|
|
Jan 24, 2025
Q4 2024
|
Brio Consultants, LLC
|
BUY
|
- |
3.53K+ 0.87% |
$200K - $205K
|
412K
$23.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
3.3K+ 3.57% |
$187K - $192K
|
95.8K
$5.47M
|
|
|
Jan 29, 2025
Q4 2024
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
3.27K+ 6.04% |
$185K - $190K
|
57.3K
$3.27M
|
|
|
Feb 06, 2025
Q4 2024
|
Destination Wealth Management
|
BUY
|
- |
3.19K+ 22.3% |
$181K - $185K
|
17.5K
$999K
|
|
|
Jan 24, 2025
Q4 2024
|
Capital Insight Partners, LLC
|
BUY
|
- |
2.98K+ 30.59% |
$169K - $173K
|
12.7K
$725K
|
|
|
Feb 14, 2025
Q4 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
2.92K+ 10.01% |
$165K - $169K
|
32.1K
$1.83M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.7K+ 2.1% |
$153K - $157K
|
131K
$7.49M
|
|
|
Jan 24, 2025
Q4 2024
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
2.6K+ 49.49% |
$147K - $151K
|
7.86K
$449K
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2.42KNew |
$137K - $141K
|
2.42K
$138K
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
2.26K+ 5.55% |
$128K - $132K
|
43.1K
$2.46M
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
2.24K+ 9.72% |
$127K - $130K
|
25.2K
$1.44M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.21K+ 11.51% |
$125K - $128K
|
21.4K
$1.22M
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
2.19KNew |
$124K - $127K
|
2.19K
$125K
|
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
2.15K+ 41.16% |
$122K - $125K
|
7.36K
$421K
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.98K+ 6.83% |
$112K - $115K
|
31K
$1.77M
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.52K+ 28.27% |
$86.1K - $88.3K
|
6.89K
$394K
|
|
|
Feb 12, 2025
Q4 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
1.41K+ 20.55% |
$79.9K - $81.9K
|
8.27K
$472K
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1.23K+ 5.06% |
$69.5K - $71.3K
|
25.5K
$1.45M
|
|
|
Jan 28, 2025
Q4 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
1.22K+ 209.09% |
$69.1K - $70.8K
|
1.8K
$103K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
1.1KNew |
$62.3K - $63.9K
|
1.1K
$62.8K
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
1.09KNew |
$61.5K - $63K
|
1.09K
$62K
|
|
|
Feb 14, 2025
Q4 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
1.08K+ 3.81% |
$60.9K - $62.5K
|
29.3K
$1.67M
|
|
|
Feb 03, 2025
Q4 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
1.05K+ 9.3% |
$59.4K - $60.9K
|
12.3K
$704K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
1.04K+ 4.64% |
$59.2K - $60.7K
|
23.6K
$1.35M
|
|
|
Jan 17, 2025
Q4 2024
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
1.04K+ 2.61% |
$59.1K - $60.6K
|
41.1K
$2.34M
|
|
|
Jan 13, 2025
Q4 2024
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
1.03K+ 1.6% |
$58.2K - $59.7K
|
65.2K
$3.72M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1K+ 37.78% |
$56.7K - $58.1K
|
3.65K
$208K
|
|
|
Feb 13, 2025
Q4 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
926+ 2.71% |
$52.5K - $53.8K
|
35.2K
$2.01M
|
|
|
Jan 16, 2025
Q4 2024
|
True Link Financial Advisors, LLC
|
BUY
|
- |
900+ 8.53% |
$51K - $52.3K
|
11.5K
$654K
|
|
|
Jan 29, 2025
Q4 2024
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
898+ 6.54% |
$50.9K - $52.2K
|
14.6K
$836K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
877+ 7.47% |
$49.7K - $51K
|
12.6K
$721K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
876+ 24.23% |
$49.6K - $50.9K
|
4.49K
$256K
|
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
841+ 7.21% |
$47.7K - $48.9K
|
12.5K
$714K
|
|
|
Jan 21, 2025
Q4 2024
|
Eclectic Associates Inc
|
BUY
|
- |
784+ 4.52% |
$44.4K - $45.6K
|
18.1K
$1.04M
|
|
|
Feb 14, 2025
Q4 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
716+ 2.99% |
$40.6K - $41.6K
|
24.7K
$1.41M
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Planning,Inc
Cypress, CA |
BUY
|
- |
700New |
$39.7K - $40.7K
|
700
$40K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
682+ 3.54% |
$38.6K - $39.6K
|
19.9K
$1.14M
|
|
|
Jan 23, 2025
Q4 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
638+ 7.94% |
$36.1K - $37.1K
|
8.68K
$495K
|
|
|
Jan 15, 2025
Q4 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
609+ 5.03% |
$34.5K - $35.4K
|
12.7K
$726K
|
|
|
Jan 31, 2025
Q4 2024
|
Davidson Investment Advisors
|
BUY
|
- |
569+ 5.13% |
$32.2K - $33.1K
|
11.7K
$666K
|
|
|
Jan 13, 2025
Q4 2024
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
510+ 0.66% |
$28.9K - $29.6K
|
78.3K
$4.47M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
468+ 4.05% |
$26.5K - $27.2K
|
12K
$687K
|
|
|
Jan 14, 2025
Q4 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
353+ 1.51% |
$20K - $20.5K
|
23.7K
$1.35M
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
272+ 4.99% |
$15.4K - $15.8K
|
5.72K
$327K
|
|
|
Jan 02, 2025
Q4 2024
|
Impac Tfolio, LLC
|
BUY
|
- |
270+ 5.84% |
$15.3K - $15.7K
|
4.89K
$279K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
261+ 0.89% |
$14.8K - $15.2K
|
29.6K
$1.69M
|