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 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-6.72K- 4.04% |
$376K - $386K
|
160K
$8.84M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-6.87K- 50.0% |
$384K - $395K
|
6.87K
$380K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-7.77K- 3.99% |
$435K - $447K
|
187K
$10.4M
|
|
|
Apr 25, 2025
Q1 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-7.79K- 10.78% |
$436K - $448K
|
64.5K
$3.57M
|
|
|
Apr 11, 2025
Q1 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-7.86K- 8.2% |
$439K - $452K
|
88K
$4.87M
|
|
|
May 01, 2025
Q1 2025
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-8.58K- 29.91% |
$480K - $493K
|
20.1K
$1.11M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-8.65K- 4.95% |
$484K - $497K
|
166K
$9.19M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-9.97K- 21.22% |
$557K - $573K
|
37K
$2.05M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-10.1K- 13.52% |
$567K - $583K
|
64.9K
$3.59M
|
|
|
May 07, 2025
Q1 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-10.8K- 47.81% |
$605K - $622K
|
11.8K
$654K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-12.6K- 27.86% |
$705K - $724K
|
32.6K
$1.81M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-12.7K- 2.83% |
$708K - $727K
|
435K
$24.1M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
SELL
|
- |
-13.2K- 20.05% |
$739K - $760K
|
52.7K
$2.92M
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
SELL
|
- |
-15.2K- 4.16% |
$851K - $875K
|
351K
$19.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-15.3K- 3.16% |
$856K - $879K
|
469K
$26M
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-16K- 7.57% |
$894K - $919K
|
195K
$10.8M
|
|
|
Apr 24, 2025
Q1 2025
|
Amara Financial, Llc.
San Francisco, CA |
SELL
|
- |
-16.1K- 16.87% |
$899K - $924K
|
79.3K
$4.38M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-16.3K- 0.88% |
$910K - $935K
|
1.82M
$101M
|
|
|
May 12, 2025
Q1 2025
|
First American Trust, Fsb
|
SELL
|
- |
-17.1K- 16.18% |
$956K - $983K
|
88.6K
$4.9M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-17.2K- 94.49% |
$959K - $986K
|
1K
$55.3K
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-17.3K- 14.14% |
$969K - $996K
|
105K
$5.83M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-18.4K- 9.26% |
$1.03M - $1.06M
|
181K
$9.99M
|
|
|
Apr 22, 2025
Q1 2025
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-19.4K- 47.36% |
$1.09M - $1.12M
|
21.6K
$1.2M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-24.8K- 3.0% |
$1.38M - $1.42M
|
801K
$44.3M
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-25K- 56.66% |
$1.4M - $1.44M
|
19.1K
$1.06M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-28.4K- 8.42% |
$1.59M - $1.63M
|
309K
$17.1M
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-30.1K- 66.14% |
$1.68M - $1.73M
|
15.4K
$853K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-32K- 3.63% |
$1.79M - $1.84M
|
849K
$47M
|
|
|
May 07, 2025
Q1 2025
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-34.3K- 6.1% |
$1.92M - $1.97M
|
527K
$29.2M
|
|
|
May 09, 2025
Q1 2025
|
Financial Connections Group, Inc.
|
SELL
|
- |
-38.1K- 16.56% |
$2.13M - $2.19M
|
192K
$10.6M
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-43.1K- 7.18% |
$2.41M - $2.47M
|
556K
$30.8M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-50.2K- 18.28% |
$2.81M - $2.89M
|
225K
$12.4M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-71.8K- 9.05% |
$4.01M - $4.13M
|
721K
$39.9M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-75K- 79.98% |
$4.2M - $4.31M
|
18.8K
$1.04M
|
|
|
May 15, 2025
Q1 2025
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-85K- 30.18% |
$4.75M - $4.88M
|
196K
$10.9M
|
|
|
May 15, 2025
Q1 2025
|
Rinkey Investments
San Diego, CA |
SELL
|
- |
-92.5K- 51.2% |
$5.17M - $5.32M
|
88.2K
$4.88M
|
|
|
May 07, 2025
Q1 2025
|
Facet Wealth, Inc.
|
SELL
|
- |
-118K- 10.27% |
$6.6M - $6.78M
|
1.03M
$57M
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-148K- 10.43% |
$8.3M - $8.53M
|
1.27M
$70.5M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-201K- 30.73% |
$11.2M - $11.5M
|
452K
$25M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-401K- 23.65% |
$22.4M - $23M
|
1.29M
$71.5M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-462K- 98.22% |
$25.9M - $26.6M
|
8.36K
$463K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-621K- 83.83% |
$34.8M - $35.7M
|
120K
$6.63M
|
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-734K- 6.68% |
$41.1M - $42.2M
|
10.3M
$568M
|