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 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
21New |
$1.19K - $1.22K
|
21
$1.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Weaver Consulting Group
|
BUY
|
- |
2+ 0.05% |
$113 - $116
|
4.39K
$252K
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
118K+ 95.85% |
$6.62M - $6.73M
|
240K
$13.8M
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
16.5K+ 46.64% |
$928K - $942K
|
51.8K
$2.97M
|
|
|
Oct 29, 2024
Q2 2024
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
6.26KNew |
$353K - $359K
|
6.26K
$359K
|
|
|
Aug 14, 2024
Q2 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
PUT |
4.5KNew |
$254K - $258K
|
4.5K
$258K
|
|
|
Apr 22, 2025
Q2 2024
|
North Rock Partners, LLC
|
BUY
|
- |
1.42KNew |
$79.9K - $81.1K
|
1.42K
$81.3K
|
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
BUY
|
- |
875New |
$49.3K - $50.1K
|
875
$50.2K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
750New |
$42.3K - $42.9K
|
750
$43K
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
704New |
$39.7K - $40.3K
|
704
$40.4K
|
|
|
Aug 13, 2024
Q2 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
600New |
$33.8K - $34.4K
|
600
$34.4K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1+ 0.89% |
$56.4 - $57.3
|
113
$6.48K
|
|
| 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
$550M
|
|
|
May 03, 2024
Q1 2024
|
Petix & Botte CO
|
BUY
|
- |
17KNew |
$974K - $986K
|
17K
$975K
|
|
|
Apr 26, 2024
Q1 2024
|
Tenon Financial LLC
Metuchen, NJ |
BUY
|
- |
12.8KNew |
$734K - $743K
|
12.8K
$734K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
11.8KNew |
$676K - $684K
|
11.8K
$676K
|
|
|
May 14, 2024
Q1 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
10KNew |
$573K - $580K
|
10K
$574K
|
|
|
May 06, 2024
Q1 2024
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
6.08K+ 55.76% |
$349K - $353K
|
17K
$975K
|
|
|
Apr 12, 2024
Q1 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
4.32KNew |
$248K - $251K
|
4.32K
$248K
|
|
|
May 13, 2024
Q1 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
519+ 14.1% |
$29.8K - $30.1K
|
4.2K
$241K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
415+ 15.89% |
$23.8K - $24.1K
|
3.03K
$174K
|
|
|
May 15, 2024
Q1 2024
|
Silver Coast Investments LLC
San Diego, X1 |
BUY
|
- |
68+ 1.66% |
$3.9K - $3.95K
|
4.16K
$238K
|
|
| Q4 2023 | |||||||
|
Jan 26, 2024
Q4 2023
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
119KNew |
$6.44M - $6.94M
|
119K
$6.85M
|
|
|
Feb 13, 2024
Q4 2023
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
4.3KNew |
$232K - $250K
|
4.3K
$247K
|
|
|
Feb 06, 2024
Q4 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
4.1KNew |
$221K - $238K
|
4.1K
$235K
|
|
|
Feb 09, 2024
Q4 2023
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
2.85K+ 17.87% |
$153K - $165K
|
18.8K
$1.08M
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.25KNew |
$67.4K - $72.6K
|
1.25K
$71.7K
|
|
|
Jan 23, 2024
Q4 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
600New |
$32.4K - $34.9K
|
600
$34.4K
|
|
| Q3 2023 | |||||||
|
Oct 16, 2023
Q3 2023
|
Investment Advisory Group, LLC
|
BUY
|
- |
11.4KNew |
$623K - $652K
|
11.4K
$654K
|
|
|
Nov 13, 2023
Q3 2023
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
BUY
|
- |
10.5KNew |
$575K - $601K
|
10.5K
$603K
|
|
|
Nov 06, 2023
Q3 2023
|
My Personal Cfo, LLC
|
BUY
|
- |
10KNew |
$547K - $572K
|
10K
$574K
|
|
|
Oct 13, 2023
Q3 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
4.21KNew |
$230K - $241K
|
4.21K
$241K
|
|
|
Nov 14, 2023
Q3 2023
|
Financial Advisors Network, Inc.
|
BUY
|
- |
4.16KNew |
$227K - $238K
|
4.16K
$238K
|
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
3.68KNew |
$201K - $210K
|
3.68K
$211K
|
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
3.48KNew |
$190K - $199K
|
3.48K
$200K
|
|
|
Nov 14, 2023
Q3 2023
|
Hall Private Wealth Advisors
|
BUY
|
- |
1.64K+ 24.2% |
$89.5K - $93.6K
|
8.4K
$482K
|
|
|
Nov 03, 2023
Q3 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
1.06K+ 27.95% |
$58K - $60.7K
|
4.86K
$279K
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
1.01KNew |
$55K - $57.6K
|
1.01K
$57.8K
|
|
|
Aug 07, 2025
Q3 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
700New |
$38.3K - $40K
|
700
$40.1K
|
|
|
Oct 23, 2023
Q3 2023
|
Financial Management Network Inc
|
BUY
|
- |
190+ 1.4% |
$10.4K - $10.9K
|
13.8K
$791K
|
|
|
Oct 18, 2023
Q3 2023
|
Gemmer Asset Management LLC
|
BUY
|
- |
35+ 0.53% |
$1.91K - $2K
|
6.6K
$378K
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1+ 1.67% |
$54.7 - $57.2
|
61
$3.5K
|
|
| Q2 2023 | |||||||
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
80.1K+ 114.44% |
$4.49M - $4.64M
|
150K
$8.6M
|
|
|
Jul 25, 2023
Q2 2023
|
Liberty Capital Management, Inc.
|
BUY
|
- |
18.1KNew |
$1.01M - $1.05M
|
18.1K
$1.04M
|
|
|
Jul 13, 2023
Q2 2023
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
347+ 1.67% |
$19.4K - $20.1K
|
21.1K
$1.21M
|
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
306+ 0.42% |
$17.1K - $17.7K
|
73.3K
$4.21M
|
|
|
Jul 10, 2023
Q2 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
138+ 0.27% |
$7.73K - $7.99K
|
50.5K
$2.9M
|
|
| Q1 2023 | |||||||
|
Apr 21, 2023
Q1 2023
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
8.2KNew |
$458K - $473K
|
8.2K
$470K
|
|
|
May 12, 2023
Q1 2023
|
Jsf Financial, LLC
|
BUY
|
- |
5.87KNew |
$328K - $339K
|
5.87K
$337K
|
|
|
May 08, 2023
Q1 2023
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
5.46KNew |
$305K - $315K
|
5.46K
$313K
|
|