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 |
|---|---|---|---|---|---|---|---|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
2.12M+ 31.12% |
$119M - $122M
|
8.95M
$495M
|
|
|
May 15, 2025
Q1 2025
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
1.35MNew |
$75.3M - $77.4M
|
1.35M
$74.5M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
1.03MNew |
$57.7M - $59.3M
|
1.03M
$57.1M
|
|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
464K+ 6726.59% |
$25.9M - $26.6M
|
471K
$26M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
246KNew |
$13.7M - $14.1M
|
246K
$13.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
122KNew |
$6.84M - $7.03M
|
122K
$6.77M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
106KNew |
$5.94M - $6.1M
|
106K
$5.87M
|
|
|
May 15, 2025
Q1 2025
|
Strive Asset Management, LLC
Dublin, OH |
BUY
|
- |
101KNew |
$5.62M - $5.78M
|
101K
$5.56M
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
BUY
|
- |
89.1K+ 8.38% |
$4.98M - $5.12M
|
1.15M
$63.7M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
80K+ 64.77% |
$4.48M - $4.6M
|
204K
$11.3M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
62.5K+ 34.65% |
$3.49M - $3.59M
|
243K
$13.4M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
54.6K+ 36.17% |
$3.05M - $3.14M
|
206K
$11.4M
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
49.3KNew |
$2.76M - $2.83M
|
49.3K
$2.73M
|
|
|
Apr 29, 2025
Q1 2025
|
Navalign, LLC
|
BUY
|
- |
46.5K+ 30.73% |
$2.6M - $2.67M
|
198K
$10.9M
|
|
|
May 01, 2025
Q1 2025
|
Slow Capital, Inc.
|
BUY
|
- |
45.2K+ 15.92% |
$2.53M - $2.6M
|
329K
$18.2M
|
|
|
May 14, 2025
Q1 2025
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
36.9K+ 133.92% |
$2.07M - $2.12M
|
64.5K
$3.57M
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
35.7K+ 151.42% |
$2M - $2.05M
|
59.2K
$3.28M
|
|
|
Jun 06, 2025
Q1 2025
|
Blue Oak Capital, LLC
Menlo Park, CA |
BUY
|
- |
34.9K+ 185.78% |
$1.95M - $2M
|
53.6K
$2.97M
|
|
|
May 02, 2025
Q1 2025
|
Ndwm LLC
La Jolla, CA |
BUY
|
- |
31.1K+ 248.71% |
$1.74M - $1.79M
|
43.6K
$2.41M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
30.5K+ 3049.7% |
$1.71M - $1.75M
|
31.5K
$1.74M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
29.6K+ 8.98% |
$1.65M - $1.7M
|
359K
$19.9M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
26.2K+ 240.25% |
$1.47M - $1.51M
|
37.2K
$2.06M
|
|
|
May 14, 2025
Q1 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
23.6K+ 47.65% |
$1.32M - $1.36M
|
73.2K
$4.05M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
22.4K+ 12.31% |
$1.25M - $1.29M
|
205K
$11.3M
|
|
|
Apr 16, 2025
Q1 2025
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
21.6K+ 17.05% |
$1.21M - $1.24M
|
148K
$8.21M
|
|
|
May 14, 2025
Q1 2025
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
20.7K+ 92.27% |
$1.16M - $1.19M
|
43.2K
$2.39M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
19K+ 4.01% |
$1.06M - $1.09M
|
493K
$27.2M
|
|
|
May 06, 2025
Q1 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
18.6K+ 5.41% |
$1.04M - $1.07M
|
363K
$20.1M
|
|
|
May 13, 2025
Q1 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
17.2KNew |
$963K - $989K
|
17.2K
$952K
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
16.3K+ 278.04% |
$913K - $939K
|
22.2K
$1.23M
|
|
|
Apr 14, 2025
Q1 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
15.9KNew |
$891K - $916K
|
15.9K
$881K
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
15.4K+ 17.87% |
$859K - $882K
|
101K
$5.6M
|
|
|
May 05, 2025
Q1 2025
|
West Wealth Group, LLC
|
BUY
|
- |
14.4K+ 7.51% |
$805K - $827K
|
206K
$11.4M
|
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
BUY
|
- |
13.8K+ 170.56% |
$770K - $791K
|
21.8K
$1.21M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
13.1K+ 469.87% |
$733K - $753K
|
15.9K
$879K
|
|
|
Apr 23, 2025
Q1 2025
|
Climber Capital Sa
Nyon, V8 |
BUY
|
- |
12.7KNew |
$708K - $728K
|
12.7K
$700K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
12.6K+ 5.7% |
$702K - $721K
|
233K
$12.9M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
12.4K+ 5.56% |
$695K - $714K
|
236K
$13.1M
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
12KNew |
$671K - $689K
|
12K
$663K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
11.7K+ 27.48% |
$657K - $675K
|
54.5K
$3.01M
|
|
|
Apr 16, 2025
Q1 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
11.4K+ 20.12% |
$638K - $655K
|
68.1K
$3.77M
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
11.1K+ 18.67% |
$621K - $638K
|
70.6K
$3.9M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
10.7K+ 52.12% |
$598K - $615K
|
31.2K
$1.73M
|
|
|
May 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
9.95K+ 15.49% |
$556K - $572K
|
74.2K
$4.1M
|
|
|
May 13, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
9.38K+ 3.98% |
$525K - $539K
|
245K
$13.5M
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
9.15KNew |
$512K - $526K
|
9.15K
$506K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
8.65K+ 68.53% |
$484K - $497K
|
21.3K
$1.18M
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
8.51K+ 33.4% |
$476K - $489K
|
34K
$1.88M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
8.5K+ 50.01% |
$475K - $488K
|
25.5K
$1.41M
|
|
|
May 14, 2025
Q1 2025
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
8.08KNew |
$452K - $465K
|
8.08K
$447K
|