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
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-100- 4.18% |
$5.73K - $5.8K
|
2.29K
$130K
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
SELL
|
- |
-150- 3.26% |
$8.6K - $8.71K
|
4.45K
$253K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-163- 0.28% |
$9.34K - $9.46K
|
57.5K
$3.27M
|
|
|
Apr 15, 2024
Q1 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-313- 1.14% |
$17.9K - $18.2K
|
27.2K
$1.55M
|
|
|
May 02, 2024
Q1 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-330- 1.58% |
$18.9K - $19.2K
|
20.6K
$1.17M
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-342- 4.81% |
$19.6K - $19.8K
|
6.76K
$384K
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-410- 0.48% |
$23.5K - $23.8K
|
84.8K
$4.82M
|
|
|
Apr 29, 2024
Q1 2024
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-416- 4.85% |
$23.8K - $24.1K
|
8.16K
$464K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-463- 5.97% |
$26.5K - $26.9K
|
7.3K
$415K
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-523- 0.03% |
$30K - $30.4K
|
1.79M
$102M
|
|
|
May 14, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-593- 0.78% |
$34K - $34.4K
|
75K
$4.26M
|
|
|
Apr 15, 2024
Q1 2024
|
Client First Capital LLC
|
SELL
|
- |
-607- 9.37% |
$34.8K - $35.2K
|
5.87K
$334K
|
|
|
Apr 10, 2024
Q1 2024
|
Apella Capital, LLC
|
SELL
|
- |
-666- 2.52% |
$38.2K - $38.7K
|
25.7K
$1.46M
|
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-755- 0.66% |
$43.3K - $43.8K
|
113K
$6.42M
|
|
|
Apr 26, 2024
Q1 2024
|
Bradley & Co. Private Wealth Management, LLC
|
SELL
|
- |
-782- 19.61% |
$44.8K - $45.4K
|
3.21K
$182K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-864- 28.74% |
$49.5K - $50.1K
|
2.14K
$122K
|
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-947- 20.92% |
$54.3K - $55K
|
3.58K
$203K
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-1.22K- 17.87% |
$69.8K - $70.7K
|
5.6K
$318K
|
|
|
Jan 14, 2025
Q1 2024
|
Westfuller Advisors, LLC
New York, NY |
SELL
|
- |
-1.22K- 1.9% |
$70.1K - $70.9K
|
63.2K
$3.59M
|
|
|
May 10, 2024
Q1 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-1.38K- 5.54% |
$78.9K - $79.9K
|
23.4K
$1.33M
|
|
|
Apr 30, 2024
Q1 2024
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-1.47K- 2.66% |
$84.5K - $85.6K
|
54K
$3.07M
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.52K- 6.36% |
$87.2K - $88.3K
|
22.4K
$1.27M
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.87K- 11.71% |
$107K - $109K
|
14.1K
$802K
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.93K- 34.87% |
$110K - $112K
|
3.6K
$204K
|
|
|
May 02, 2024
Q1 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-1.95K- 1.68% |
$112K - $113K
|
114K
$6.5M
|
|
|
May 15, 2024
Q1 2024
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-2.47K- 6.32% |
$142K - $143K
|
36.6K
$2.08M
|
|
|
Apr 22, 2024
Q1 2024
|
Simpli Fi, Inc.
|
SELL
|
- |
-2.59K- 9.66% |
$149K - $150K
|
24.2K
$1.38M
|
|
|
May 06, 2024
Q1 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-3.22K- 10.86% |
$185K - $187K
|
26.4K
$1.5M
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-3.36K- 62.07% |
$193K - $195K
|
2.05K
$117K
|
|
|
May 13, 2024
Q1 2024
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-3.5K- 13.27% |
$200K - $203K
|
22.9K
$1.3M
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-3.63K- 0.29% |
$208K - $211K
|
1.26M
$71.8M
|
|
|
May 15, 2024
Q1 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-4.39K- 11.85% |
$251K - $255K
|
32.6K
$1.85M
|
|
|
Apr 18, 2024
Q1 2024
|
Ariston Services Group
San Diego, CA |
SELL
|
- |
-4.72K- 26.84% |
$271K - $274K
|
12.9K
$731K
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-5.23K- 11.71% |
$300K - $304K
|
39.5K
$2.24M
|
|
|
May 15, 2024
Q1 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-5.39K- 1.24% |
$309K - $313K
|
431K
$24.5M
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-5.6KClosed |
$321K - $325K
|
0
$0
|
|
|
May 09, 2024
Q1 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-5.62K- 46.43% |
$322K - $326K
|
6.48K
$368K
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-6.29K- 10.09% |
$361K - $365K
|
56.1K
$3.19M
|
|
|
Apr 04, 2024
Q1 2024
|
Verity Wealth Advisors
|
SELL
|
- |
-7.87K- 41.9% |
$451K - $457K
|
10.9K
$620K
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-8.3K- 8.5% |
$476K - $482K
|
89.3K
$5.08M
|
|
|
Apr 22, 2024
Q1 2024
|
Eclectic Associates Inc
|
SELL
|
- |
-9.01K- 34.19% |
$517K - $523K
|
17.4K
$986K
|
|
|
May 14, 2024
Q1 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-9.37K- 7.41% |
$537K - $544K
|
117K
$6.66M
|
|
|
Apr 18, 2024
Q1 2024
|
Raub Brock Capital Management LP
|
SELL
|
- |
-10K- 2.39% |
$574K - $582K
|
409K
$23.2M
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-10.4K- 5.65% |
$598K - $606K
|
174K
$9.91M
|
|
|
May 15, 2024
Q1 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-10.5K- 22.89% |
$602K - $609K
|
35.4K
$2.01M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-11.7K- 3.33% |
$672K - $680K
|
340K
$19.3M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-12.9K- 49.53% |
$741K - $751K
|
13.2K
$749K
|
|
|
May 13, 2024
Q1 2024
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-13.6K- 60.26% |
$779K - $788K
|
8.96K
$509K
|
|
|
May 06, 2024
Q1 2024
|
Leisure Capital Management
|
SELL
|
- |
-26.4K- 80.75% |
$1.51M - $1.53M
|
6.29K
$358K
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-29.8K- 2.58% |
$1.71M - $1.73M
|
1.12M
$63.9M
|