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
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
1.02K+ 1.86% |
$57K - $58.6K
|
55.7K
$3.08M
|
|
|
May 15, 2025
Q1 2025
|
Destination Wealth Management
|
BUY
|
- |
999+ 5.71% |
$55.9K - $57.4K
|
18.5K
$1.02M
|
|
|
Apr 30, 2025
Q1 2025
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
907+ 1.9% |
$50.7K - $52.1K
|
48.7K
$2.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
785+ 17.18% |
$43.9K - $45.1K
|
5.36K
$296K
|
|
|
Apr 21, 2025
Q1 2025
|
True Link Financial Advisors, LLC
|
BUY
|
- |
710+ 6.2% |
$39.7K - $40.8K
|
12.2K
$673K
|
|
|
May 01, 2025
Q1 2025
|
Ifc Advisors LLC
Los Angeles, CA |
BUY
|
- |
579+ 2.56% |
$32.4K - $33.3K
|
23.2K
$1.28M
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
554+ 7.95% |
$31K - $31.8K
|
7.52K
$416K
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
551New |
$30.8K - $31.7K
|
551
$30.5K
|
|
|
Apr 28, 2025
Q1 2025
|
Simpli Fi, Inc.
|
BUY
|
- |
468+ 1.93% |
$26.2K - $26.9K
|
24.7K
$1.36M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
351New |
$19.6K - $20.2K
|
351
$19.4K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
351New |
$19.6K - $20.2K
|
351
$19.4K
|
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
317+ 1.26% |
$17.7K - $18.2K
|
25.6K
$1.41M
|
|
|
May 14, 2025
Q1 2025
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
266+ 1.08% |
$14.9K - $15.3K
|
24.9K
$1.38M
|
|
|
May 13, 2025
Q1 2025
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
225+ 0.62% |
$12.6K - $12.9K
|
36.5K
$2.02M
|
|
|
Apr 16, 2025
Q1 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
206+ 3.76% |
$11.5K - $11.8K
|
5.68K
$314K
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
167+ 2.93% |
$9.34K - $9.6K
|
5.87K
$325K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
127+ 0.15% |
$7.1K - $7.3K
|
86.7K
$4.79M
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
82+ 1.86% |
$4.59K - $4.71K
|
4.49K
$248K
|
|
|
Apr 21, 2025
Q1 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
41+ 0.17% |
$2.29K - $2.36K
|
23.7K
$1.31M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
39+ 0.2% |
$2.18K - $2.24K
|
20K
$1.11M
|
|
|
Apr 25, 2025
Q1 2025
|
Impac Tfolio, LLC
|
BUY
|
- |
38+ 0.78% |
$2.13K - $2.18K
|
4.93K
$273K
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
33+ 0.48% |
$1.85K - $1.9K
|
6.89K
$381K
|
|
|
Apr 25, 2025
Q1 2025
|
Wise Wealth Partners
Phoenix, AZ |
BUY
|
- |
26+ 0.49% |
$1.45K - $1.49K
|
5.37K
$297K
|
|
|
May 13, 2025
Q1 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
23+ 0.48% |
$1.29K - $1.32K
|
4.84K
$268K
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
18+ 0.46% |
$1.01K - $1.03K
|
3.96K
$219K
|
|
|
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
|
|
|
May 15, 2025
Q1 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
14+ 0.47% |
$783 - $805
|
2.99K
$165K
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
9+ 0.16% |
$503 - $517
|
5.73K
$317K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
7+ 0.08% |
$392 - $402
|
9.08K
$502K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
5+ 0.5% |
$280 - $287
|
1.01K
$55.7K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
5+ 0.09% |
$280 - $287
|
5.42K
$300K
|
|
|
May 06, 2025
Q1 2025
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
2+ 0.01% |
$112 - $115
|
14.6K
$810K
|
|
|
May 02, 2025
Q1 2025
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
2+ 0.02% |
$112 - $115
|
11.4K
$629K
|
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
1+ 2.38% |
$55.9 - $57.5
|
43
$2.38K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 24, 2025
Q1 2025
|
Westfuller Advisors, LLC
New York, NY |
SELL
|
- |
-7- 0.01% |
$392 - $402
|
64.5K
$3.57M
|
|
|
Apr 28, 2025
Q1 2025
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-25- 0.04% |
$1.4K - $1.44K
|
65.2K
$3.6M
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-37- 3.34% |
$2.07K - $2.13K
|
1.07K
$59.2K
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-40- 1.57% |
$2.24K - $2.3K
|
2.52K
$139K
|
|
|
May 15, 2025
Q1 2025
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-77- 3.68% |
$4.31K - $4.43K
|
2.02K
$112K
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-95- 0.82% |
$5.31K - $5.46K
|
11.5K
$637K
|
|
|
Apr 24, 2025
Q1 2025
|
Falcon Wealth Planning
|
SELL
|
- |
-108- 1.2% |
$6.04K - $6.21K
|
8.9K
$492K
|
|
|
May 13, 2025
Q1 2025
|
Fca Corp
Houston, TX |
SELL
|
- |
-114- 2.54% |
$6.38K - $6.55K
|
4.37K
$242K
|
|
|
Apr 16, 2025
Q1 2025
|
Shanker Valleau Wealth Advisors, Inc.
|
SELL
|
- |
-114- 1.81% |
$6.38K - $6.55K
|
6.19K
$342K
|
|
|
Apr 16, 2025
Q1 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-115- 5.84% |
$6.43K - $6.61K
|
1.85K
$103K
|
|
|
May 15, 2025
Q1 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-115- 1.87% |
$6.43K - $6.61K
|
6.02K
$333K
|
|
|
Apr 09, 2025
Q1 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-119- 0.44% |
$6.66K - $6.84K
|
27.1K
$1.5M
|
|
|
May 07, 2025
Q1 2025
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-158- 8.77% |
$8.84K - $9.08K
|
1.64K
$90.9K
|
|
|
Apr 16, 2025
Q1 2025
|
Sanchez Wealth Management Group
|
SELL
|
- |
-170- 2.55% |
$9.51K - $9.77K
|
6.5K
$359K
|