Purchases and Sales Made in Q1 2025 in Ishares California Muni Bond E (CMF)
This table provides information about the institutional ownership of Ishares California Muni Bond E (CMF) during Q1 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
464K+ 6726.59% |
$25.9M - $26.6M
|
471K
$26M
|
|
|
Apr 16, 2025
Q1 2025
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
21.6K+ 17.05% |
$1.21M - $1.24M
|
148K
$8.19M
|
|
|
Apr 14, 2025
Q1 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
15.9KNew |
$891K - $916K
|
15.9K
$879K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
13.1K+ 469.87% |
$733K - $753K
|
15.9K
$877K
|
|
|
Apr 16, 2025
Q1 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
11.4K+ 20.12% |
$638K - $655K
|
68.1K
$3.76M
|
|
|
Apr 09, 2025
Q1 2025
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
6.51K+ 27.07% |
$364K - $374K
|
30.6K
$1.69M
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
BUY
|
- |
5.47K+ 14.74% |
$306K - $314K
|
42.6K
$2.35M
|
|
|
Apr 08, 2025
Q1 2025
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
4.22K+ 1.88% |
$236K - $242K
|
229K
$12.6M
|
|
|
Apr 15, 2025
Q1 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
1.76K+ 33.63% |
$98.4K - $101K
|
6.99K
$386K
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
1.56K+ 34.98% |
$87.3K - $89.7K
|
6.02K
$332K
|
|
|
Apr 16, 2025
Q1 2025
|
Raub Brock Capital Management LP
|
BUY
|
- |
1.22K+ 0.3% |
$68.1K - $69.9K
|
413K
$22.8M
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
551New |
$30.8K - $31.7K
|
551
$30.4K
|
|
|
Apr 16, 2025
Q1 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
206+ 3.76% |
$11.5K - $11.8K
|
5.68K
$314K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
127+ 0.15% |
$7.1K - $7.3K
|
86.7K
$4.78M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
39+ 0.2% |
$2.18K - $2.24K
|
20K
$1.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
33+ 0.48% |
$1.85K - $1.9K
|
6.89K
$380K
|
|
|
Apr 17, 2025
Q1 2025
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
17+ 0.47% |
$951 - $977
|
3.6K
$199K
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
17+ 0.39% |
$951 - $977
|
4.38K
$242K
|
|
|
Apr 16, 2025
Q1 2025
|
Shanker Valleau Wealth Advisors, Inc.
|
SELL
|
- |
-114- 1.81% |
$6.38K - $6.55K
|
6.19K
$341K
|
|
|
Apr 16, 2025
Q1 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-115- 5.84% |
$6.43K - $6.61K
|
1.85K
$102K
|
|
|
Apr 09, 2025
Q1 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-119- 0.44% |
$6.66K - $6.84K
|
27.1K
$1.49M
|
|
|
Apr 16, 2025
Q1 2025
|
Sanchez Wealth Management Group
|
SELL
|
- |
-170- 2.55% |
$9.51K - $9.77K
|
6.5K
$359K
|
|
|
Apr 14, 2025
Q1 2025
|
First National Bank Sioux Falls
|
SELL
|
- |
-222- 2.17% |
$12.4K - $12.8K
|
10K
$552K
|
|
|
Apr 16, 2025
Q1 2025
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-241- 3.04% |
$13.5K - $13.9K
|
7.68K
$424K
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-778- 2.63% |
$43.5K - $44.7K
|
28.8K
$1.59M
|
|
|
Apr 14, 2025
Q1 2025
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-1.02K- 4.07% |
$57.2K - $58.8K
|
24.1K
$1.33M
|
|
|
Apr 10, 2025
Q1 2025
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-1.15K- 2.0% |
$64.1K - $65.9K
|
56.1K
$3.1M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.85K- 9.7% |
$103K - $106K
|
17.2K
$949K
|
|
|
Apr 17, 2025
Q1 2025
|
Rhs Financial, LLC
|
SELL
|
- |
-2.07K- 6.68% |
$115K - $119K
|
28.9K
$1.59M
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-2.28K- 1.86% |
$127K - $131K
|
120K
$6.61M
|
|
|
Apr 10, 2025
Q1 2025
|
Boltwood Capital Management
|
SELL
|
- |
-3.26K- 21.79% |
$182K - $187K
|
11.7K
$646K
|
|
|
Apr 17, 2025
Q1 2025
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-4.42K- 15.65% |
$247K - $254K
|
23.8K
$1.31M
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-4.43K- 36.11% |
$248K - $255K
|
7.85K
$433K
|
|
|
Apr 10, 2025
Q1 2025
|
Eclectic Associates Inc
|
SELL
|
- |
-4.91K- 27.08% |
$275K - $282K
|
13.2K
$730K
|
|
|
Apr 18, 2025
Q1 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-5.04K- 9.06% |
$282K - $290K
|
50.6K
$2.79M
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-6.15K- 5.84% |
$344K - $353K
|
99.1K
$5.47M
|
|
|
Apr 11, 2025
Q1 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-7.86K- 8.2% |
$439K - $452K
|
88K
$4.86M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-462K- 98.22% |
$25.9M - $26.6M
|
8.36K
$462K
|