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 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-200- 15.14% |
$11.2K - $11.5K
|
1.12K
$62K
|
|
|
Apr 14, 2025
Q1 2025
|
First National Bank Sioux Falls
|
SELL
|
- |
-222- 2.17% |
$12.4K - $12.8K
|
10K
$553K
|
|
|
Apr 29, 2025
Q1 2025
|
Traveka Wealth, LLC
San Jose, CA |
SELL
|
- |
-224- 0.29% |
$12.5K - $12.9K
|
78.1K
$4.32M
|
|
|
Apr 16, 2025
Q1 2025
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-241- 3.04% |
$13.5K - $13.9K
|
7.68K
$425K
|
|
|
May 13, 2025
Q1 2025
|
Lm Advisors LLC
San Diego, CA |
SELL
|
- |
-263- 1.62% |
$14.7K - $15.1K
|
16K
$885K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-303- 3.19% |
$16.9K - $17.4K
|
9.19K
$509K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-363- 6.39% |
$20.3K - $20.9K
|
5.32K
$294K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-368- 5.46% |
$20.6K - $21.1K
|
6.37K
$352K
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-479- 2.66% |
$26.8K - $27.5K
|
17.5K
$968K
|
|
|
May 12, 2025
Q1 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-490- 5.92% |
$27.4K - $28.2K
|
7.78K
$431K
|
|
|
May 15, 2025
Q1 2025
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-750- 3.99% |
$41.9K - $43.1K
|
18.1K
$999K
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-778- 2.63% |
$43.5K - $44.7K
|
28.8K
$1.59M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-800- 15.69% |
$44.7K - $46K
|
4.3K
$238K
|
|
|
May 14, 2025
Q1 2025
|
Tme Financial, Inc.
Huntington Beach, CA |
SELL
|
- |
-856- 6.46% |
$47.9K - $49.2K
|
12.4K
$685K
|
|
|
May 07, 2025
Q1 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-878- 2.31% |
$49.1K - $50.5K
|
37.1K
$2.05M
|
|
|
May 01, 2025
Q1 2025
|
Omega Financial Group, LLC
|
SELL
|
- |
-893- 1.18% |
$49.9K - $51.3K
|
74.9K
$4.15M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-920- 12.89% |
$51.5K - $52.9K
|
6.22K
$344K
|
|
|
May 05, 2025
Q1 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
SELL
|
- |
-1.02K- 93.92% |
$57K - $58.6K
|
66
$3.65K
|
|
|
Apr 14, 2025
Q1 2025
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-1.02K- 4.07% |
$57.2K - $58.8K
|
24.1K
$1.33M
|
|
|
May 14, 2025
Q1 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-1.04K- 0.85% |
$58.2K - $59.8K
|
122K
$6.73M
|
|
|
May 06, 2025
Q1 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-1.07K- 19.53% |
$59.6K - $61.2K
|
4.39K
$243K
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-1.12K- 1.99% |
$62.9K - $64.6K
|
55.5K
$3.07M
|
|
|
Apr 10, 2025
Q1 2025
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-1.15K- 2.0% |
$64.1K - $65.9K
|
56.1K
$3.11M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-1.15K- 2.02% |
$64.1K - $65.9K
|
55.5K
$3.07M
|
|
|
Apr 23, 2025
Q1 2025
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-1.18K- 9.53% |
$65.7K - $67.5K
|
11.2K
$617K
|
|
|
Apr 30, 2025
Q1 2025
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-1.25K- 9.55% |
$69.7K - $71.7K
|
11.8K
$653K
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
SELL
|
- |
-1.36K- 3.15% |
$75.9K - $78K
|
41.7K
$2.31M
|
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-1.39K- 0.7% |
$77.7K - $79.9K
|
197K
$10.9M
|
|
|
May 12, 2025
Q1 2025
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-1.43K- 16.44% |
$79.8K - $82K
|
7.25K
$401K
|
|
|
May 15, 2025
Q1 2025
|
Calton & Associates, Inc.
|
SELL
|
- |
-1.57K- 27.03% |
$87.5K - $89.9K
|
4.22K
$234K
|
|
|
May 16, 2025
Q1 2025
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-1.57K- 4.9% |
$87.8K - $90.2K
|
30.5K
$1.69M
|
|
|
May 12, 2025
Q1 2025
|
Integrity Financial Corp
|
SELL
|
- |
-1.8K- 40.26% |
$101K - $103K
|
2.67K
$148K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.85K- 9.7% |
$103K - $106K
|
17.2K
$951K
|
|
|
Apr 23, 2025
Q1 2025
|
Bank Of Stockton
|
SELL
|
- |
-2.02K- 2.57% |
$113K - $116K
|
76.8K
$4.25M
|
|
|
Apr 17, 2025
Q1 2025
|
Rhs Financial, LLC
|
SELL
|
- |
-2.07K- 6.68% |
$115K - $119K
|
28.9K
$1.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-2.28K- 1.86% |
$127K - $131K
|
120K
$6.63M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-3.2K- 14.93% |
$179K - $184K
|
18.2K
$1.01M
|
|
|
May 15, 2025
Q1 2025
|
Williams & Novak, LLC
Westlake Village, CA |
SELL
|
- |
-3.25K- 7.11% |
$181K - $186K
|
42.4K
$2.34M
|
|
|
Apr 10, 2025
Q1 2025
|
Boltwood Capital Management
|
SELL
|
- |
-3.26K- 21.79% |
$182K - $187K
|
11.7K
$647K
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-3.39K- 3.29% |
$190K - $195K
|
99.6K
$5.51M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-3.61K- 18.75% |
$202K - $208K
|
15.7K
$866K
|
|
|
Apr 17, 2025
Q1 2025
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-4.42K- 15.65% |
$247K - $254K
|
23.8K
$1.32M
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-4.43K- 36.11% |
$248K - $255K
|
7.85K
$434K
|
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-4.5K- 81.07% |
$252K - $259K
|
1.05K
$58.1K
|
|
|
May 06, 2025
Q1 2025
|
Orin Green Financial, LLC
|
SELL
|
- |
-4.64K- 1.25% |
$260K - $267K
|
366K
$20.2M
|
|
|
Apr 10, 2025
Q1 2025
|
Eclectic Associates Inc
|
SELL
|
- |
-4.91K- 27.08% |
$275K - $282K
|
13.2K
$731K
|
|
|
Apr 18, 2025
Q1 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-5.04K- 9.06% |
$282K - $290K
|
50.6K
$2.8M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-5.75K- 47.79% |
$321K - $330K
|
6.28K
$347K
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-6.15K- 5.84% |
$344K - $353K
|
99.1K
$5.48M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-6.45K- 4.91% |
$361K - $371K
|
125K
$6.9M
|