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 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
7.74K+ 51593.33% |
$433K - $445K
|
7.75K
$429K
|
|
|
May 12, 2025
Q1 2025
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
7.48K+ 2.27% |
$418K - $430K
|
336K
$18.6M
|
|
|
May 06, 2025
Q1 2025
|
Sfe Investment Counsel
Los Angeles, CA |
BUY
|
- |
7.39KNew |
$413K - $424K
|
7.39K
$409K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
6.82K+ 21.99% |
$381K - $392K
|
37.8K
$2.09M
|
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
6.68KNew |
$373K - $384K
|
6.68K
$369K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
6.66K+ 64.31% |
$372K - $383K
|
17K
$941K
|
|
|
May 23, 2025
Q1 2025
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
6.55K+ 95.7% |
$366K - $376K
|
13.4K
$741K
|
|
|
Apr 09, 2025
Q1 2025
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
6.51K+ 27.07% |
$364K - $374K
|
30.6K
$1.69M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
6.5K+ 89.68% |
$364K - $374K
|
13.7K
$761K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
6.28K+ 11.68% |
$351K - $361K
|
60.1K
$3.32M
|
|
|
May 14, 2025
Q1 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
6.14K+ 43.73% |
$343K - $353K
|
20.2K
$1.12M
|
|
|
Apr 22, 2025
Q1 2025
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
6.03KNew |
$337K - $347K
|
6.03K
$334K
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
BUY
|
- |
5.47K+ 14.74% |
$306K - $314K
|
42.6K
$2.36M
|
|
|
May 06, 2025
Q1 2025
|
De Dora Capital, Inc.
|
BUY
|
- |
4.97K+ 12.21% |
$278K - $286K
|
45.7K
$2.53M
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Wealth Advisors Services, LLC
Los Angeles, CA |
BUY
|
- |
4.71K+ 24.25% |
$263K - $271K
|
24.1K
$1.34M
|
|
|
May 12, 2025
Q1 2025
|
Bristlecone Advisors, LLC
|
BUY
|
- |
4.6K+ 36.75% |
$257K - $264K
|
17.1K
$946K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
4.54KNew |
$254K - $261K
|
4.54K
$251K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
4.49K+ 17.57% |
$251K - $258K
|
30.1K
$1.66M
|
|
|
Apr 22, 2025
Q1 2025
|
Palisade Asset Management, LLC
|
BUY
|
- |
4.28KNew |
$239K - $246K
|
4.28K
$237K
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
4.27KNew |
$239K - $245K
|
4.27K
$236K
|
|
|
Apr 08, 2025
Q1 2025
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
4.22K+ 1.88% |
$236K - $242K
|
229K
$12.7M
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
4.12K+ 57.97% |
$231K - $237K
|
11.2K
$621K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Investment Partners, LLC
|
BUY
|
- |
3.92KNew |
$219K - $225K
|
3.92K
$217K
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
3.85KNew |
$215K - $221K
|
3.85K
$213K
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
3.78K+ 4.71% |
$211K - $217K
|
84K
$4.65M
|
|
|
May 05, 2025
Q1 2025
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
3.67KNew |
$205K - $211K
|
3.67K
$203K
|
|
|
Apr 29, 2025
Q1 2025
|
Davidson Investment Advisors
|
BUY
|
- |
3.36K+ 28.79% |
$188K - $193K
|
15K
$831K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
3.19K+ 5.66% |
$179K - $183K
|
59.6K
$3.3M
|
|
|
May 02, 2025
Q1 2025
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
3.1K+ 53.81% |
$173K - $178K
|
8.85K
$490K
|
|
|
Apr 29, 2025
Q1 2025
|
Columbia River Financial Group, LLC
Vancouver, WA |
BUY
|
- |
2.51KNew |
$140K - $144K
|
2.51K
$139K
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
2.26K+ 35.81% |
$126K - $130K
|
8.56K
$473K
|
|
|
May 05, 2025
Q1 2025
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
2.25K+ 32.1% |
$126K - $129K
|
9.26K
$512K
|
|
|
May 13, 2025
Q1 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
2.22K+ 3.33% |
$124K - $127K
|
68.9K
$3.81M
|
|
|
Apr 29, 2025
Q1 2025
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
2.2KNew |
$123K - $127K
|
2.2K
$122K
|
|
|
May 13, 2025
Q1 2025
|
Certus Wealth Management, LLC
Redwood City, CA |
BUY
|
- |
2.01K+ 1.44% |
$113K - $116K
|
142K
$7.86M
|
|
|
May 09, 2025
Q1 2025
|
Conquis Financial LLC
Milbrae, CA |
BUY
|
- |
1.83K+ 10.68% |
$102K - $105K
|
18.9K
$1.05M
|
|
|
May 05, 2025
Q1 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
1.8K+ 44.94% |
$100K - $103K
|
5.79K
$320K
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
1.77K+ 40.76% |
$98.7K - $101K
|
6.1K
$337K
|
|
|
Apr 15, 2025
Q1 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
1.76K+ 33.63% |
$98.4K - $101K
|
6.99K
$387K
|
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
1.75K+ 13.79% |
$97.7K - $100K
|
14.4K
$797K
|
|
|
Apr 30, 2025
Q1 2025
|
Capital Insight Partners, LLC
|
BUY
|
- |
1.57K+ 12.37% |
$87.9K - $90.3K
|
14.3K
$789K
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
1.56K+ 34.98% |
$87.3K - $89.7K
|
6.02K
$333K
|
|
|
May 01, 2025
Q1 2025
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
1.55K+ 3.27% |
$86.7K - $89.1K
|
48.9K
$2.71M
|
|
|
May 14, 2025
Q1 2025
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
1.49K+ 4.38% |
$83.1K - $85.4K
|
35.4K
$1.96M
|
|
|
Apr 28, 2025
Q1 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
1.47K+ 5.97% |
$82.2K - $84.5K
|
26.1K
$1.44M
|
|
|
Apr 16, 2025
Q1 2025
|
Raub Brock Capital Management LP
|
BUY
|
- |
1.22K+ 0.3% |
$68.1K - $69.9K
|
413K
$22.8M
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
1.18KNew |
$65.8K - $67.6K
|
1.18K
$65.1K
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
1.14K+ 19.36% |
$63.5K - $65.3K
|
7K
$387K
|
|
|
Apr 28, 2025
Q1 2025
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
1.09K+ 9.47% |
$61K - $62.7K
|
12.6K
$697K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
1.04KNew |
$58.2K - $59.8K
|
1.04K
$57.5K
|