Purchases and Sales Made in Q1 2024 in Ishares California Muni Bond E (CMF)
This table provides information about the institutional ownership of Ishares California Muni Bond E (CMF) during Q1 2024. The information is specifically focused on institutions that hold shares of ISHARES CALIFORNIA MUNI BOND E.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
7.55K+ 64.07% |
$433K - $438K
|
19.3K
$1.1M
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
7.48K+ 41.24% |
$429K - $434K
|
25.6K
$1.46M
|
|
|
Apr 17, 2024
Q1 2024
|
Shanker Valleau Wealth Advisors, Inc.
|
BUY
|
- |
7.34KNew |
$421K - $426K
|
7.34K
$417K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
7.25K+ 4.55% |
$416K - $421K
|
167K
$9.48M
|
|
|
Apr 26, 2024
Q1 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
6.96KNew |
$399K - $404K
|
6.96K
$396K
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
6.61K+ 70.28% |
$379K - $384K
|
16K
$911K
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
6.24K+ 9.11% |
$358K - $362K
|
74.7K
$4.25M
|
|
|
May 06, 2024
Q1 2024
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
6.08K+ 55.76% |
$349K - $353K
|
17K
$966K
|
|
|
Apr 12, 2024
Q1 2024
|
Navalign, LLC
|
BUY
|
- |
6.08K+ 5.97% |
$349K - $353K
|
108K
$6.13M
|
|
|
Apr 15, 2024
Q1 2024
|
First National Bank Sioux Falls
|
BUY
|
- |
6KNew |
$344K - $348K
|
6K
$341K
|
|
|
Apr 17, 2024
Q1 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
5.96K+ 10.99% |
$342K - $346K
|
60.2K
$3.42M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
5.88K+ 15.93% |
$337K - $341K
|
42.8K
$2.43M
|
|
|
May 14, 2024
Q1 2024
|
Destination Wealth Management
|
BUY
|
- |
5.69K+ 109.51% |
$326K - $330K
|
10.9K
$618K
|
|
|
May 06, 2024
Q1 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
5.55K+ 11.89% |
$318K - $322K
|
52.2K
$2.97M
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
5.45K+ 23.95% |
$312K - $316K
|
28.2K
$1.6M
|
|
|
Apr 19, 2024
Q1 2024
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
5.39K+ 10.35% |
$309K - $313K
|
57.4K
$3.26M
|
|
|
May 03, 2024
Q1 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
5.17KNew |
$297K - $300K
|
5.17K
$294K
|
|
|
Apr 15, 2024
Q1 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
5.1KNew |
$292K - $296K
|
5.1K
$290K
|
|
|
May 14, 2024
Q1 2024
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
BUY
|
- |
4.6KNew |
$264K - $267K
|
4.6K
$261K
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
4.36K+ 34.26% |
$250K - $253K
|
17.1K
$971K
|
|
|
May 03, 2024
Q1 2024
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
4.35K+ 15.99% |
$249K - $252K
|
31.5K
$1.79M
|
|
|
Apr 12, 2024
Q1 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
4.32KNew |
$248K - $251K
|
4.32K
$245K
|
|
|
May 08, 2024
Q1 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
4.03K+ 7.92% |
$231K - $234K
|
54.9K
$3.12M
|
|
|
May 13, 2024
Q1 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
3.87KNew |
$222K - $225K
|
3.87K
$220K
|
|
|
Apr 24, 2024
Q1 2024
|
Brown Advisory Inc
|
BUY
|
- |
3.86KNew |
$221K - $224K
|
3.86K
$219K
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
3.85K+ 69.11% |
$221K - $223K
|
9.42K
$535K
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
3.81KNew |
$218K - $221K
|
3.81K
$217K
|
|
|
May 15, 2024
Q1 2024
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
3.66KNew |
$210K - $212K
|
3.66K
$208K
|
|
|
Nov 22, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
3.62K+ 5.07% |
$207K - $210K
|
75K
$4.26M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
3.59K+ 53.42% |
$206K - $208K
|
10.3K
$586K
|
|
|
Apr 18, 2024
Q1 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
3.43K+ 38.28% |
$196K - $199K
|
12.4K
$703K
|
|
|
Apr 16, 2024
Q1 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
3.41K+ 1.98% |
$195K - $198K
|
175K
$9.95M
|
|
|
May 13, 2024
Q1 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
2.99K+ 21.44% |
$171K - $174K
|
16.9K
$962K
|
|
|
Apr 17, 2024
Q1 2024
|
Omega Financial Group, LLC
|
BUY
|
- |
2.83K+ 4.86% |
$162K - $164K
|
61K
$3.47M
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
2.44K+ 27.71% |
$140K - $141K
|
11.2K
$638K
|
|
|
Apr 30, 2024
Q1 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
2.38K+ 12.12% |
$137K - $138K
|
22K
$1.25M
|
|
|
May 14, 2024
Q1 2024
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
2.36K+ 25.31% |
$135K - $137K
|
11.7K
$663K
|
|
|
May 14, 2024
Q1 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
2.34K+ 0.79% |
$134K - $136K
|
297K
$16.9M
|
|
|
May 13, 2024
Q1 2024
|
Davidson Investment Advisors
|
BUY
|
- |
2.33K+ 41.8% |
$133K - $135K
|
7.89K
$448K
|
|
|
May 13, 2024
Q1 2024
|
First American Trust, Fsb
|
BUY
|
- |
2.32K+ 3.54% |
$133K - $134K
|
67.7K
$3.85M
|
|
|
Apr 25, 2024
Q1 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
2.2K+ 3.29% |
$126K - $127K
|
68.9K
$3.92M
|
|
|
Apr 16, 2024
Q1 2024
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
2.03K+ 2.2% |
$116K - $118K
|
94.2K
$5.35M
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2K+ 38.01% |
$114K - $116K
|
7.25K
$412K
|
|
|
Apr 15, 2024
Q1 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
1.84K+ 39.32% |
$105K - $107K
|
6.51K
$370K
|
|
|
Aug 28, 2024
Q1 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
1.72K+ 21.46% |
$98.8K - $100K
|
9.75K
$554K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
1.66KNew |
$95.1K - $96.3K
|
1.66K
$94.3K
|
|
|
May 02, 2024
Q1 2024
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
1.59K+ 1.44% |
$90.9K - $92K
|
111K
$6.33M
|
|
|
Apr 29, 2024
Q1 2024
|
Adviser Investments LLC
|
BUY
|
- |
1.44K+ 0.43% |
$82.5K - $83.5K
|
334K
$19M
|
|
|
May 10, 2024
Q1 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
1.35K+ 6.67% |
$77.6K - $78.5K
|
21.7K
$1.23M
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
1.26K+ 1.39% |
$72.2K - $73.1K
|
91.9K
$5.23M
|