Latest Institutional Purchases of Ishares California Muni Bond E (CMF)

CMF Quotes by TradingView

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 04, 2024 Q3 2024
Welch & Forbes LLC

BUY
 -
3.48K
New
$197K - $202K
3.48K $199K
Oct 08, 2024 Q3 2024
Planned Solutions, Inc.

BUY
 -
3.2K
New
$181K - $186K
3.2K $183K
Oct 10, 2024 Q3 2024
Paragon Capital Management LTD

BUY
 -
3.08K
+ 64.54%
$175K - $179K
7.86K $449K
Nov 12, 2024 Q3 2024
Geo Wealth Management, LLC

Chicago, IL
BUY
 -
3.07K
New
$174K - $178K
3.07K $175K
Nov 06, 2024 Q3 2024
Huntington National Bank

Columbus, OH
BUY
 -
2.62K
New
$148K - $152K
2.62K $150K
Nov 08, 2024 Q3 2024
Aspen Investment Management Inc

Grand Rapids, MI
BUY
 -
2.17K
+ 24.9%
$123K - $126K
10.9K $621K
Oct 16, 2024 Q3 2024
Kowal Investment Group, LLC

Waukesha, WI
BUY
 -
2.05K
+ 4.58%
$116K - $119K
46.8K $2.67M
Oct 08, 2024 Q3 2024
Cwm, LLC

BUY
 -
1.26K
New
$71.2K - $73.1K
1.26K $71.7K
Dec 13, 2024 Q3 2024
National Asset Management, Inc.

Boca Raton, FL
BUY
 -
1.24K
+ 28.07%
$70K - $71.9K
5.64K $322K
Nov 04, 2024 Q3 2024
Tru Independence Asset Management 2, LLC

BUY
 -
1.03K
+ 8.55%
$58.2K - $59.8K
13.1K $746K
Nov 13, 2024 Q3 2024
Diversified, LLC

BUY
 -
28
+ 0.68%
$1.59K - $1.63K
4.17K $238K
Nov 14, 2024 Q3 2024
Equitable Holdings, Inc.

New York, NY
BUY
 -
22
+ 0.47%
$1.25K - $1.28K
4.67K $267K
Nov 04, 2024 Q3 2024
Abound Wealth Management

Franklin, TN
BUY
 -
21
New
$1.19K - $1.22K
21 $1.2K
Oct 22, 2024 Q3 2024
Signature Resources Capital Management, LLC

Newport Beach, CA
BUY
 -
12
+ 0.61%
$680 - $698
1.97K $112K
Nov 14, 2024 Q3 2024
Weaver Consulting Group

BUY
 -
2
+ 0.05%
$113 - $116
4.39K $251K
Q2 2024
Aug 13, 2024 Q2 2024
Black Rock Inc.

New York, NY
BUY
 -
118K
+ 95.85%
$6.62M - $6.73M
240K $13.7M
Aug 12, 2024 Q2 2024
Buckingham Strategic Wealth, LLC

Clayton, MO
BUY
 -
16.5K
+ 46.64%
$928K - $942K
51.8K $2.96M
Oct 29, 2024 Q2 2024
Prosperitas Financial LLC

Valencia, CA
BUY
 -
6.26K
New
$353K - $359K
6.26K $358K
Aug 14, 2024 Q2 2024
Old Mission Capital LLC

BUY
 -
5.44K
New
$306K - $311K
5.44K $310K
Aug 14, 2024 Q2 2024
Wolverine Trading, LLC

Chicago, IL
BUY
 PUT
4.5K
New
$254K - $258K
4.5K $257K
Jul 30, 2024 Q2 2024
Vista Wealth Management Group, LLC

BUY
 -
4.12K
+ 50.55%
$232K - $236K
12.3K $701K
Jul 29, 2024 Q2 2024
Crewe Advisors LLC

BUY
 -
875
New
$49.3K - $50.1K
875 $50K
Jul 30, 2024 Q2 2024
Rothschild Investment LLC

Chicago, IL
BUY
 -
750
New
$42.3K - $42.9K
750 $42.8K
Jul 31, 2024 Q2 2024
Aptus Capital Advisors, LLC

BUY
 -
704
New
$39.7K - $40.3K
704 $40.2K
Aug 13, 2024 Q2 2024
Bessemer Group Inc

Woodbridge, NJ
BUY
 -
600
New
$33.8K - $34.4K
600 $34.3K
Aug 14, 2024 Q2 2024
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
1
+ 0.89%
$56.4 - $57.3
113 $6.45K
Q1 2024
May 08, 2024 Q1 2024
Charles Schwab Investment Advisory, Inc.

San Francisco, CA
BUY
 -
499K
+ 5.49%
$28.6M - $28.9M
9.58M $547M
May 03, 2024 Q1 2024
Savant Capital, LLC

BUY
 -
18.4K
New
$1.06M - $1.07M
18.4K $1.05M
May 03, 2024 Q1 2024
Petix & Botte CO

BUY
 -
17K
New
$974K - $986K
17K $970K
Apr 26, 2024 Q1 2024
Tenon Financial LLC

Metuchen, NJ
BUY
 -
12.8K
New
$734K - $743K
12.8K $731K
May 14, 2024 Q1 2024
Cetera Advisors LLC

Denver, CO
BUY
 -
11.8K
New
$676K - $684K
11.8K $673K
May 14, 2024 Q1 2024
Zions Bancorporation, N.A.

BUY
 -
10K
New
$573K - $580K
10K $571K
May 06, 2024 Q1 2024
Topel & Distasi Wealth Management, LLC

BUY
 -
6.08K
+ 55.76%
$349K - $353K
17K $970K
May 14, 2024 Q1 2024
Rosenblum Silverman Sutton S F Inc

San Francisco, CA
BUY
 -
4.6K
New
$264K - $267K
4.6K $263K
Apr 12, 2024 Q1 2024
Southland Equity Partners LLC

Wildwood, MO
BUY
 -
4.32K
New
$248K - $251K
4.32K $247K
May 15, 2024 Q1 2024
Two Sigma Securities, LLC

New York, NY
BUY
 -
3.81K
New
$218K - $221K
3.81K $218K
May 15, 2024 Q1 2024
Alpha Core Capital LLC

La Jolla, CA
BUY
 -
3.66K
New
$210K - $212K
3.66K $209K
Apr 10, 2024 Q1 2024
Wedmont Private Capital

BUY
 -
1.09K
+ 4.77%
$62.5K - $63.3K
24K $1.37M
May 13, 2024 Q1 2024
Cassady Schiller Wealth Management, LLC

Cincinnati, OH
BUY
 -
519
+ 14.1%
$29.8K - $30.1K
4.2K $240K
Apr 24, 2024 Q1 2024
Spire Wealth Management

BUY
 -
415
+ 15.89%
$23.8K - $24.1K
3.03K $173K
May 15, 2024 Q1 2024
Silver Coast Investments LLC

San Diego, X1
BUY
 -
68
+ 1.66%
$3.9K - $3.95K
4.16K $237K
May 15, 2024 Q1 2024
Tower Research Capital LLC (Trc)

New York, NY
BUY
 -
7
New
$401 - $406
7 $400
Q4 2023
Jan 26, 2024 Q4 2023
Signature Estate & Investment Advisors LLC

BUY
 -
119K
New
$6.44M - $6.94M
119K $6.82M
Apr 22, 2024 Q4 2023
Invera Wealth Advisors, LLC

Bend, OR
BUY
 -
21.4K
New
$1.15M - $1.24M
21.4K $1.22M
Feb 14, 2024 Q4 2023
Ae Wealth Management LLC

BUY
 -
15.8K
New
$852K - $918K
15.8K $903K
Jan 25, 2024 Q4 2023
Sol Capital Management CO

BUY
 -
5.3K
New
$286K - $308K
5.3K $303K
Feb 13, 2025 Q4 2023
Nfp Retirement, Inc.

Aliso Viejo, CA
BUY
 -
4.82K
New
$260K - $280K
4.82K $275K
Feb 13, 2024 Q4 2023
Vantage Financial Partners Ltd., Inc.

BUY
 -
4.3K
New
$232K - $250K
4.3K $246K
Feb 06, 2024 Q4 2023
Avidian Wealth Solutions, LLC

BUY
 -
4.1K
New
$221K - $238K
4.1K $234K

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