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 06, 2024
Q1 2024
|
Pfg Advisors
|
BUY
|
- |
1.24K+ 25.56% |
$70.9K - $71.8K
|
6.08K
$345K
|
|
|
Apr 16, 2024
Q1 2024
|
De Dora Capital, Inc.
|
BUY
|
- |
1.1K+ 2.65% |
$62.8K - $63.6K
|
42.4K
$2.41M
|
|
|
Apr 10, 2024
Q1 2024
|
Wedmont Private Capital
|
BUY
|
- |
1.09K+ 4.77% |
$62.5K - $63.3K
|
24K
$1.36M
|
|
|
Apr 23, 2024
Q1 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
1.06K+ 2.01% |
$60.5K - $61.2K
|
53.6K
$3.04M
|
|
|
Apr 22, 2024
Q1 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
896+ 9.13% |
$51.4K - $52K
|
10.7K
$609K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
820New |
$47K - $47.6K
|
820
$46.6K
|
|
|
Apr 11, 2024
Q1 2024
|
Paragon Capital Management LTD
|
BUY
|
- |
818+ 23.31% |
$46.9K - $47.5K
|
4.33K
$246K
|
|
|
May 03, 2024
Q1 2024
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
764+ 4.74% |
$43.8K - $44.3K
|
16.9K
$959K
|
|
|
Apr 12, 2024
Q1 2024
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
726+ 3.23% |
$41.6K - $42.1K
|
23.2K
$1.32M
|
|
|
May 10, 2024
Q1 2024
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
642+ 2.99% |
$36.8K - $37.3K
|
22.1K
$1.26M
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
612+ 12.46% |
$35.1K - $35.5K
|
5.53K
$314K
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
563+ 3.15% |
$32.3K - $32.7K
|
18.5K
$1.05M
|
|
|
May 13, 2024
Q1 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
519+ 14.1% |
$29.8K - $30.1K
|
4.2K
$239K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
415+ 15.89% |
$23.8K - $24.1K
|
3.03K
$172K
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
388+ 8.86% |
$22.2K - $22.5K
|
4.77K
$271K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
372+ 0.26% |
$21.3K - $21.6K
|
142K
$8.08M
|
|
|
Apr 19, 2024
Q1 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
350+ 0.88% |
$20.1K - $20.3K
|
40K
$2.27M
|
|
|
May 13, 2024
Q1 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
312+ 3.01% |
$17.9K - $18.1K
|
10.7K
$607K
|
|
|
Oct 28, 2024
Q1 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
301+ 4.43% |
$17.3K - $17.5K
|
7.09K
$403K
|
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
300+ 2.12% |
$17.2K - $17.4K
|
14.4K
$820K
|
|
|
May 08, 2024
Q1 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
281New |
$16.1K - $16.3K
|
281
$16K
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
278+ 1.93% |
$15.9K - $16.1K
|
14.7K
$834K
|
|
|
Apr 18, 2024
Q1 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
251+ 4.35% |
$14.4K - $14.6K
|
6.02K
$342K
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
251+ 3.99% |
$14.4K - $14.6K
|
6.54K
$372K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
203+ 2.12% |
$11.6K - $11.8K
|
9.77K
$555K
|
|
|
Apr 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
193+ 32.33% |
$11.1K - $11.2K
|
790
$44.9K
|
|
|
Apr 04, 2024
Q1 2024
|
Boltwood Capital Management
|
BUY
|
- |
185+ 0.76% |
$10.6K - $10.7K
|
24.6K
$1.4M
|
|
|
Apr 18, 2024
Q1 2024
|
Eagle Ridge Investment Management
|
BUY
|
- |
131+ 1.99% |
$7.51K - $7.6K
|
6.71K
$381K
|
|
|
May 15, 2024
Q1 2024
|
Silver Coast Investments LLC
San Diego, X1 |
BUY
|
- |
68+ 1.66% |
$3.9K - $3.95K
|
4.16K
$236K
|
|
|
May 13, 2024
Q1 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
50+ 0.6% |
$2.87K - $2.9K
|
8.35K
$475K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
41+ 0.72% |
$2.35K - $2.38K
|
5.74K
$326K
|
|
|
May 31, 2024
Q1 2024
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
BUY
|
- |
39+ 0.59% |
$2.24K - $2.26K
|
6.64K
$377K
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
37+ 0.34% |
$2.12K - $2.15K
|
11K
$623K
|
|
|
May 08, 2024
Q1 2024
|
Ieq Capital, LLC
|
BUY
|
- |
35+ 0.44% |
$2.01K - $2.03K
|
8.01K
$455K
|
|
|
May 14, 2024
Q1 2024
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
25+ 0.45% |
$1.43K - $1.45K
|
5.62K
$320K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
23+ 0.44% |
$1.32K - $1.33K
|
5.21K
$296K
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
20+ 0.44% |
$1.15K - $1.16K
|
4.62K
$262K
|
|
|
Apr 12, 2024
Q1 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
18+ 0.44% |
$1.03K - $1.04K
|
4.11K
$233K
|
|
|
May 14, 2024
Q1 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
13+ 0.45% |
$745 - $755
|
2.91K
$165K
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
7New |
$401 - $406
|
7
$398
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4+ 0.41% |
$229 - $232
|
988
$56.2K
|
|
|
May 06, 2024
Q1 2024
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
2+ 0.04% |
$115 - $116
|
5.16K
$293K
|
|
|
Apr 16, 2024
Q1 2024
|
Weaver Consulting Group
|
BUY
|
- |
2+ 0.05% |
$115 - $116
|
4.39K
$249K
|
|
|
May 14, 2024
Q1 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1+ 0.02% |
$57.3 - $58
|
4.2K
$239K
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1+ 0.9% |
$57.3 - $58
|
112
$6.37K
|
|
|
May 09, 2024
Q1 2024
|
Brighton Jones LLC
|
BUY
|
- |
1+ 0.01% |
$57.3 - $58
|
9.09K
$517K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 16, 2024
Q1 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-24- 0.53% |
$1.38K - $1.39K
|
4.46K
$254K
|
|
|
Apr 22, 2024
Q1 2024
|
Bank Of Stockton
|
SELL
|
- |
-45- 0.05% |
$2.58K - $2.61K
|
86.4K
$4.91M
|
|
|
May 13, 2024
Q1 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-52- 4.53% |
$2.98K - $3.02K
|
1.1K
$62.2K
|