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 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
250+ 5.15% |
$14.2K - $14.5K
|
5.1K
$291K
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
250+ 6.02% |
$14.2K - $14.5K
|
4.41K
$252K
|
|
|
Feb 13, 2025
Q4 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
242New |
$13.7K - $14.1K
|
242
$13.8K
|
|
|
Jan 13, 2025
Q4 2024
|
First National Bank Sioux Falls
|
BUY
|
- |
222+ 2.22% |
$12.6K - $12.9K
|
10.2K
$584K
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
203+ 8.63% |
$11.5K - $11.8K
|
2.56K
$146K
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
200+ 0.11% |
$11.3K - $11.6K
|
175K
$9.98M
|
|
|
Jan 13, 2025
Q4 2024
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
191+ 0.8% |
$10.8K - $11.1K
|
24.1K
$1.37M
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
188+ 0.09% |
$10.7K - $10.9K
|
199K
$11.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
156New |
$8.84K - $9.06K
|
156
$8.91K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
155+ 5.89% |
$8.78K - $9.01K
|
2.79K
$159K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
138New |
$7.82K - $8.02K
|
138
$7.88K
|
|
|
Jan 14, 2025
Q4 2024
|
Client First Capital LLC
|
BUY
|
- |
138+ 0.15% |
$7.82K - $8.02K
|
92.6K
$5.29M
|
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
98+ 0.48% |
$5.55K - $5.69K
|
20.4K
$1.16M
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
90+ 1.05% |
$5.1K - $5.23K
|
8.64K
$494K
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
65+ 0.96% |
$3.68K - $3.78K
|
6.86K
$392K
|
|
|
Jan 14, 2025
Q4 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
61+ 0.22% |
$3.46K - $3.54K
|
27.2K
$1.55M
|
|
|
Jan 31, 2025
Q4 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
60+ 0.11% |
$3.4K - $3.49K
|
55.6K
$3.18M
|
|
|
Feb 04, 2025
Q4 2024
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
55+ 0.96% |
$3.12K - $3.2K
|
5.76K
$329K
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
50+ 1.13% |
$2.83K - $2.91K
|
4.46K
$255K
|
|
|
Feb 13, 2025
Q4 2024
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
BUY
|
- |
44+ 0.66% |
$2.49K - $2.56K
|
6.68K
$382K
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
42New |
$2.38K - $2.44K
|
42
$2.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
BUY
|
- |
36+ 0.92% |
$2.04K - $2.09K
|
3.94K
$225K
|
|
|
Jan 14, 2025
Q4 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
34+ 0.96% |
$1.93K - $1.98K
|
3.58K
$205K
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
30+ 2.79% |
$1.7K - $1.74K
|
1.11K
$63.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
28+ 0.95% |
$1.59K - $1.63K
|
2.97K
$170K
|
|
|
Jan 23, 2025
Q4 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
15+ 0.38% |
$850 - $872
|
3.99K
$228K
|
|
|
Feb 20, 2025
Q4 2024
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
12+ 0.02% |
$680 - $697
|
64.5K
$3.68M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
12+ 0.18% |
$680 - $697
|
6.7K
$382K
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
9+ 0.04% |
$510 - $523
|
20.5K
$1.17M
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
9+ 0.91% |
$510 - $523
|
1K
$57.2K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
9+ 0.17% |
$510 - $523
|
5.41K
$309K
|
|
|
Feb 06, 2025
Q4 2024
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
5+ 0.04% |
$283 - $291
|
11.4K
$649K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q3 2024 | |||||||
|
Oct 24, 2024
Q3 2024
|
A16z Perennial Management, L.P.
Menlo Park, CA |
BUY
|
- |
226KNew |
$12.8M - $13.2M
|
226K
$12.9M
|
|
|
Oct 24, 2024
Q3 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
92.5KNew |
$5.24M - $5.38M
|
92.5K
$5.28M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
52.6KNew |
$2.98M - $3.06M
|
52.6K
$3M
|
|
|
Nov 06, 2024
Q3 2024
|
Vishria Bird Financial Group, LLC
|
BUY
|
- |
42.5KNew |
$2.41M - $2.47M
|
42.5K
$2.43M
|
|
|
Oct 15, 2024
Q3 2024
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
11KNew |
$621K - $637K
|
11K
$626K
|
|
|
Oct 07, 2024
Q3 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
7.27KNew |
$412K - $423K
|
7.27K
$415K
|
|
|
Nov 12, 2024
Q3 2024
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
7KNew |
$397K - $407K
|
7K
$400K
|
|
|
Nov 14, 2024
Q3 2024
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
6.84KNew |
$388K - $398K
|
6.84K
$391K
|
|
|
Nov 04, 2024
Q3 2024
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
6.57KNew |
$372K - $382K
|
6.57K
$375K
|
|
|
Nov 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
6.3KNew |
$357K - $366K
|
6.3K
$360K
|
|
|
Oct 23, 2024
Q3 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
6.3KNew |
$357K - $366K
|
6.3K
$360K
|
|
|
Nov 14, 2024
Q3 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
6.14KNew |
$348K - $357K
|
6.14K
$350K
|
|
|
Nov 12, 2024
Q3 2024
|
Elyxium Wealth, LLC
San Mateo, CA |
BUY
|
- |
6.07KNew |
$344K - $353K
|
6.07K
$346K
|
|
|
Nov 05, 2024
Q3 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
5.22KNew |
$296K - $304K
|
5.22K
$298K
|
|
|
Nov 14, 2024
Q3 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
4.17KNew |
$236K - $243K
|
4.17K
$238K
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.61KNew |
$205K - $210K
|
3.61K
$206K
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
3.48KNew |
$197K - $202K
|
3.48K
$199K
|
|